PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN

Plan Contact

  • Address: 20 EAST THOMAS ROAD,,PHOENIX,AZ
  • Contact person: DIANE VITERITO
  • Phone: (602) 258-8900

Plan General Information

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is $2,825,406.00.This plan was established in 1995.

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is 213

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is $13,264.00

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is $2,268.00.

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is approximately $170.00
Investing in this additonal $170.00 for 20 years would give you extra $10,887.00, assuming a 10% annual return.

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Total Employer Contribution and Match Rate

In 2010, PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN allocates $36,236.00 to match its employees' contributions, providing an employer match rate of 15.00% of their contributions

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is 13.93%.

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is 13.70%. This measures the effectiveness of the plan participants' investments in the year.

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN is 0.00%.

Enrollment Features

PHILLIPS & ASSOCIATES, P.C. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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