Civic Intelligence

Poole Professional Ltd.

Plan context: Poole Professional Ltd. 401K Savings Plan

EIN 04-3253242 • Wakefield, MA • 22 filings • 7 plans

107 Audubon Rd Building 2, Suite 30Wakefield, MA 01880
Current Snapshot

Latest Year

2019

2019 Participants

27

2019 Assets

$5,808,523

2019 Contributions

$227,410

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,048,450$3,024,225$0199920132018YearValue
$5,808,523Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150199920092018YearValue
27Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$227,410-
Poole Professional Ltd. 401K Savings Plan-0$0$227,410-
2018127$5,808,523$355,148$13,154iApproximate average salary by contribution assumption: employee only about $328,841 at 4% or $219,227 at 6%; with 50% employer match about $219,227 at 4% or $146,151 at 6%; with 100% employer match about $164,420 at 4% or $109,614 at 6%.
Poole Professional Ltd. 401K Savings Plan-27$5,808,523$355,148$13,154iApproximate average salary by contribution assumption: employee only about $328,841 at 4% or $219,227 at 6%; with 50% employer match about $219,227 at 4% or $146,151 at 6%; with 100% employer match about $164,420 at 4% or $109,614 at 6%.
2017129$6,048,450$412,326$14,218iApproximate average salary by contribution assumption: employee only about $355,453 at 4% or $236,969 at 6%; with 50% employer match about $236,969 at 4% or $157,979 at 6%; with 100% employer match about $177,727 at 4% or $118,484 at 6%.
Poole Professional Ltd. 401K Savings Plan-29$6,048,450$412,326$14,218iApproximate average salary by contribution assumption: employee only about $355,453 at 4% or $236,969 at 6%; with 50% employer match about $236,969 at 4% or $157,979 at 6%; with 100% employer match about $177,727 at 4% or $118,484 at 6%.
2016117$3,432,939$212,937$12,526iApproximate average salary by contribution assumption: employee only about $313,143 at 4% or $208,762 at 6%; with 50% employer match about $208,762 at 4% or $139,175 at 6%; with 100% employer match about $156,571 at 4% or $104,381 at 6%.
Poole Professional Ltd. 401K Savings Plan-17$3,432,939$212,937$12,526iApproximate average salary by contribution assumption: employee only about $313,143 at 4% or $208,762 at 6%; with 50% employer match about $208,762 at 4% or $139,175 at 6%; with 100% employer match about $156,571 at 4% or $104,381 at 6%.
2015116$3,258,612$213,634$13,352iApproximate average salary by contribution assumption: employee only about $333,803 at 4% or $222,535 at 6%; with 50% employer match about $222,535 at 4% or $148,357 at 6%; with 100% employer match about $166,902 at 4% or $111,268 at 6%.
Poole Professional Ltd. 401K Savings Plan-16$3,258,612$213,634$13,352iApproximate average salary by contribution assumption: employee only about $333,803 at 4% or $222,535 at 6%; with 50% employer match about $222,535 at 4% or $148,357 at 6%; with 100% employer match about $166,902 at 4% or $111,268 at 6%.
2014116$3,331,131$197,952$12,372iApproximate average salary by contribution assumption: employee only about $309,300 at 4% or $206,200 at 6%; with 50% employer match about $206,200 at 4% or $137,467 at 6%; with 100% employer match about $154,650 at 4% or $103,100 at 6%.
Poole Professional Ltd. 401K Savings Plan-16$3,331,131$197,952$12,372iApproximate average salary by contribution assumption: employee only about $309,300 at 4% or $206,200 at 6%; with 50% employer match about $206,200 at 4% or $137,467 at 6%; with 100% employer match about $154,650 at 4% or $103,100 at 6%.
2013114$3,113,369$186,301$13,307iApproximate average salary by contribution assumption: employee only about $332,680 at 4% or $221,787 at 6%; with 50% employer match about $221,787 at 4% or $147,858 at 6%; with 100% employer match about $166,340 at 4% or $110,893 at 6%.
Poole Professional Ltd. 401K Savings Plan-14$3,113,369$186,301$13,307iApproximate average salary by contribution assumption: employee only about $332,680 at 4% or $221,787 at 6%; with 50% employer match about $221,787 at 4% or $147,858 at 6%; with 100% employer match about $166,340 at 4% or $110,893 at 6%.
2012112$2,649,713$209,889$17,491iApproximate average salary by contribution assumption: employee only about $437,269 at 4% or $291,513 at 6%; with 50% employer match about $291,513 at 4% or $194,342 at 6%; with 100% employer match about $218,634 at 4% or $145,756 at 6%.
Poole Professional Ltd. 401K Savings Plan-12$2,649,713$209,889$17,491iApproximate average salary by contribution assumption: employee only about $437,269 at 4% or $291,513 at 6%; with 50% employer match about $291,513 at 4% or $194,342 at 6%; with 100% employer match about $218,634 at 4% or $145,756 at 6%.
2011120$3,030,020$271,963$13,598iApproximate average salary by contribution assumption: employee only about $339,954 at 4% or $226,636 at 6%; with 50% employer match about $226,636 at 4% or $151,091 at 6%; with 100% employer match about $169,977 at 4% or $113,318 at 6%.
Poole Professional Ltd. 401K Savings Plan-20$3,030,020$271,963$13,598iApproximate average salary by contribution assumption: employee only about $339,954 at 4% or $226,636 at 6%; with 50% employer match about $226,636 at 4% or $151,091 at 6%; with 100% employer match about $169,977 at 4% or $113,318 at 6%.
2010117$3,309,594$241,818$14,225iApproximate average salary by contribution assumption: employee only about $355,615 at 4% or $237,076 at 6%; with 50% employer match about $237,076 at 4% or $158,051 at 6%; with 100% employer match about $177,807 at 4% or $118,538 at 6%.
Poole Professional Ltd. 401K Savings Plan-17$3,309,594$241,818$14,225iApproximate average salary by contribution assumption: employee only about $355,615 at 4% or $237,076 at 6%; with 50% employer match about $237,076 at 4% or $158,051 at 6%; with 100% employer match about $177,807 at 4% or $118,538 at 6%.
2009116$3,786,849$348,020$21,751iApproximate average salary by contribution assumption: employee only about $543,781 at 4% or $362,521 at 6%; with 50% employer match about $362,521 at 4% or $241,681 at 6%; with 100% employer match about $271,891 at 4% or $181,260 at 6%.
Poole Professional Ltd. 401K Savings Plan-16$3,786,849$348,020$21,751iApproximate average salary by contribution assumption: employee only about $543,781 at 4% or $362,521 at 6%; with 50% employer match about $362,521 at 4% or $241,681 at 6%; with 100% employer match about $271,891 at 4% or $181,260 at 6%.
2008116$0$0-
Poole Professional Ltd. 401K Savings Plan-16---
2007117$0$0-
Poole Professional Ltd. 401K Savings Plan-17---
2006118$0$0-
Poole Professional Ltd. 401K Savings Plan-18---
2005118$0$0-
Poole Professional Ltd. 401K Savings Plan-18---
2004117$0$0-
Poole Professional Ltd. 401K Savings Plan-17---
2003115$0$0-
Poole Professional Ltd. 401K Savings Plan-15---
2002112$0$0-
Poole Professional Ltd. 401K Savings Plan-12---
2001113$0$0-
Poole Professional Ltd. 401K Savings Plan-13---
2000112$0$0-
Poole Professional Ltd. 401K Savings Plan-12---
1999213$1,472,691$133,300$10,254iApproximate average salary by contribution assumption: employee only about $256,346 at 4% or $170,897 at 6%; with 50% employer match about $170,897 at 4% or $113,932 at 6%; with 100% employer match about $128,173 at 4% or $85,449 at 6%.
Poole Professional Ltd. 401K Savings Plan-13$1,472,691$133,300$10,254iApproximate average salary by contribution assumption: employee only about $256,346 at 4% or $170,897 at 6%; with 50% employer match about $170,897 at 4% or $113,932 at 6%; with 100% employer match about $128,173 at 4% or $85,449 at 6%.
Poole Professional Ltd Insurance Agents & Brokers Premium Only Plan-7---