Civic Intelligence

Poli Mortgage Group Inc.

Plan context: Poli Mortgage Group 401(K) Plan

EIN 04-3554142 • Norwood, MA • 22 filings • 2 plans

100 River Ridge Drive, Suite 304Norwood, MA 02062
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$847,008

2023 Contributions

$11,202

Historical Graphs

Total Assets Over Time

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

$3,538,932$1,769,466$0200220122022YearValue
$847,008Latest year 2022

Participants Over Time

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

122610200220122022YearValue
19Latest year 2022

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
202310$0$11,202-
Poli Mortgage Group 401(K) Plan-0$0$11,202-
2022119$847,008$81,824$4,307iApproximate average salary by contribution assumption: employee only about $107,663 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,832 at 4% or $35,888 at 6%.
Poli Mortgage Group 401(K) Plan-19$847,008$81,824$4,307iApproximate average salary by contribution assumption: employee only about $107,663 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,832 at 4% or $35,888 at 6%.
2021123$2,323,938$126,361$5,494iApproximate average salary by contribution assumption: employee only about $137,349 at 4% or $91,566 at 6%; with 50% employer match about $91,566 at 4% or $61,044 at 6%; with 100% employer match about $68,674 at 4% or $45,783 at 6%.
Poli Mortgage Group 401(K) Plan-23$2,323,938$126,361$5,494iApproximate average salary by contribution assumption: employee only about $137,349 at 4% or $91,566 at 6%; with 50% employer match about $91,566 at 4% or $61,044 at 6%; with 100% employer match about $68,674 at 4% or $45,783 at 6%.
2020123$1,961,604$91,031$3,958iApproximate average salary by contribution assumption: employee only about $98,947 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%.
Poli Mortgage Group 401(K) Plan-23$1,961,604$91,031$3,958iApproximate average salary by contribution assumption: employee only about $98,947 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%.
2019124$1,584,951$68,848$2,869iApproximate average salary by contribution assumption: employee only about $71,717 at 4% or $47,811 at 6%; with 50% employer match about $47,811 at 4% or $31,874 at 6%; with 100% employer match about $35,858 at 4% or $23,906 at 6%.
Poli Mortgage Group 401(K) Plan-24$1,584,951$68,848$2,869iApproximate average salary by contribution assumption: employee only about $71,717 at 4% or $47,811 at 6%; with 50% employer match about $47,811 at 4% or $31,874 at 6%; with 100% employer match about $35,858 at 4% or $23,906 at 6%.
2018132$1,805,921$35,620$1,113iApproximate average salary by contribution assumption: employee only about $27,828 at 4% or $18,552 at 6%; with 50% employer match about $18,552 at 4% or $12,368 at 6%; with 100% employer match about $13,914 at 4% or $9,276 at 6%.
Poli Mortgage Group 401(K) Plan-32$1,805,921$35,620$1,113iApproximate average salary by contribution assumption: employee only about $27,828 at 4% or $18,552 at 6%; with 50% employer match about $18,552 at 4% or $12,368 at 6%; with 100% employer match about $13,914 at 4% or $9,276 at 6%.
2017137$2,086,339$121,981$3,297iApproximate average salary by contribution assumption: employee only about $82,420 at 4% or $54,946 at 6%; with 50% employer match about $54,946 at 4% or $36,631 at 6%; with 100% employer match about $41,210 at 4% or $27,473 at 6%.
Poli Mortgage Group 401(K) Plan-37$2,086,339$121,981$3,297iApproximate average salary by contribution assumption: employee only about $82,420 at 4% or $54,946 at 6%; with 50% employer match about $54,946 at 4% or $36,631 at 6%; with 100% employer match about $41,210 at 4% or $27,473 at 6%.
2016140$1,774,081$145,612$3,640iApproximate average salary by contribution assumption: employee only about $91,008 at 4% or $60,672 at 6%; with 50% employer match about $60,672 at 4% or $40,448 at 6%; with 100% employer match about $45,504 at 4% or $30,336 at 6%.
Poli Mortgage Group 401(K) Plan-40$1,774,081$145,612$3,640iApproximate average salary by contribution assumption: employee only about $91,008 at 4% or $60,672 at 6%; with 50% employer match about $60,672 at 4% or $40,448 at 6%; with 100% employer match about $45,504 at 4% or $30,336 at 6%.
2015139$1,785,764$106,479$2,730iApproximate average salary by contribution assumption: employee only about $68,256 at 4% or $45,504 at 6%; with 50% employer match about $45,504 at 4% or $30,336 at 6%; with 100% employer match about $34,128 at 4% or $22,752 at 6%.
Poli Mortgage Group 401(K) Plan-39$1,785,764$106,479$2,730iApproximate average salary by contribution assumption: employee only about $68,256 at 4% or $45,504 at 6%; with 50% employer match about $45,504 at 4% or $30,336 at 6%; with 100% employer match about $34,128 at 4% or $22,752 at 6%.
2014128$1,944,273$180,162$6,434iApproximate average salary by contribution assumption: employee only about $160,859 at 4% or $107,239 at 6%; with 50% employer match about $107,239 at 4% or $71,493 at 6%; with 100% employer match about $80,429 at 4% or $53,620 at 6%.
Poli Mortgage Group 401(K) Plan-28$1,944,273$180,162$6,434iApproximate average salary by contribution assumption: employee only about $160,859 at 4% or $107,239 at 6%; with 50% employer match about $107,239 at 4% or $71,493 at 6%; with 100% employer match about $80,429 at 4% or $53,620 at 6%.
2013195$3,538,932$532,316$5,603iApproximate average salary by contribution assumption: employee only about $140,083 at 4% or $93,389 at 6%; with 50% employer match about $93,389 at 4% or $62,259 at 6%; with 100% employer match about $70,042 at 4% or $46,694 at 6%.
Poli Mortgage Group 401(K) Plan-95$3,538,932$532,316$5,603iApproximate average salary by contribution assumption: employee only about $140,083 at 4% or $93,389 at 6%; with 50% employer match about $93,389 at 4% or $62,259 at 6%; with 100% employer match about $70,042 at 4% or $46,694 at 6%.
20121122$2,538,348$379,120$3,108iApproximate average salary by contribution assumption: employee only about $77,689 at 4% or $51,792 at 6%; with 50% employer match about $51,792 at 4% or $34,528 at 6%; with 100% employer match about $38,844 at 4% or $25,896 at 6%.
Poli Mortgage Group 401(K) Plan-122$2,538,348$379,120$3,108iApproximate average salary by contribution assumption: employee only about $77,689 at 4% or $51,792 at 6%; with 50% employer match about $51,792 at 4% or $34,528 at 6%; with 100% employer match about $38,844 at 4% or $25,896 at 6%.
20111109$1,867,628$328,000$3,009iApproximate average salary by contribution assumption: employee only about $75,229 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,435 at 6%; with 100% employer match about $37,615 at 4% or $25,076 at 6%.
Poli Mortgage Group 401(K) Plan-109$1,867,628$328,000$3,009iApproximate average salary by contribution assumption: employee only about $75,229 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,435 at 6%; with 100% employer match about $37,615 at 4% or $25,076 at 6%.
2010157$2,025,690$451,229$7,916iApproximate average salary by contribution assumption: employee only about $197,907 at 4% or $131,938 at 6%; with 50% employer match about $131,938 at 4% or $87,959 at 6%; with 100% employer match about $98,954 at 4% or $65,969 at 6%.
Poli Mortgage Group 401(K) Plan-57$2,025,690$451,229$7,916iApproximate average salary by contribution assumption: employee only about $197,907 at 4% or $131,938 at 6%; with 50% employer match about $131,938 at 4% or $87,959 at 6%; with 100% employer match about $98,954 at 4% or $65,969 at 6%.
2009133$1,330,534$225,345$6,829iApproximate average salary by contribution assumption: employee only about $170,716 at 4% or $113,811 at 6%; with 50% employer match about $113,811 at 4% or $75,874 at 6%; with 100% employer match about $85,358 at 4% or $56,905 at 6%.
Poli Mortgage Group 401(K) Plan-33$1,330,534$225,345$6,829iApproximate average salary by contribution assumption: employee only about $170,716 at 4% or $113,811 at 6%; with 50% employer match about $113,811 at 4% or $75,874 at 6%; with 100% employer match about $85,358 at 4% or $56,905 at 6%.
2008146$852,021$216,387$4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,401 at 6%; with 50% employer match about $78,401 at 4% or $52,267 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%.
Poli Mortgage Group 401(K) Plan-46$852,021$216,387$4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,401 at 6%; with 50% employer match about $78,401 at 4% or $52,267 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%.
2007156$1,436,831$187,754$3,353iApproximate average salary by contribution assumption: employee only about $83,819 at 4% or $55,879 at 6%; with 50% employer match about $55,879 at 4% or $37,253 at 6%; with 100% employer match about $41,909 at 4% or $27,940 at 6%.
Poli Mortgage Group 401(K) Plan-56$1,436,831$187,754$3,353iApproximate average salary by contribution assumption: employee only about $83,819 at 4% or $55,879 at 6%; with 50% employer match about $55,879 at 4% or $37,253 at 6%; with 100% employer match about $41,909 at 4% or $27,940 at 6%.
2006161$1,242,349$207,771$3,406iApproximate average salary by contribution assumption: employee only about $85,152 at 4% or $56,768 at 6%; with 50% employer match about $56,768 at 4% or $37,845 at 6%; with 100% employer match about $42,576 at 4% or $28,384 at 6%.
Poli Mortgage Group 401(K) Plan-61$1,242,349$207,771$3,406iApproximate average salary by contribution assumption: employee only about $85,152 at 4% or $56,768 at 6%; with 50% employer match about $56,768 at 4% or $37,845 at 6%; with 100% employer match about $42,576 at 4% or $28,384 at 6%.
2005168$987,451$220,322$3,240iApproximate average salary by contribution assumption: employee only about $81,001 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%.
Poli Mortgage Group 401(K) Plan-68$987,451$220,322$3,240iApproximate average salary by contribution assumption: employee only about $81,001 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%.
2004162$714,636$217,049$3,501iApproximate average salary by contribution assumption: employee only about $87,520 at 4% or $58,347 at 6%; with 50% employer match about $58,347 at 4% or $38,898 at 6%; with 100% employer match about $43,760 at 4% or $29,173 at 6%.
Poli Mortgage Group 401(K) Plan-62$714,636$217,049$3,501iApproximate average salary by contribution assumption: employee only about $87,520 at 4% or $58,347 at 6%; with 50% employer match about $58,347 at 4% or $38,898 at 6%; with 100% employer match about $43,760 at 4% or $29,173 at 6%.
2003152$448,532$226,826$4,362iApproximate average salary by contribution assumption: employee only about $109,051 at 4% or $72,701 at 6%; with 50% employer match about $72,701 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
Poli Mortgage Group 401(K) Plan-52$448,532$226,826$4,362iApproximate average salary by contribution assumption: employee only about $109,051 at 4% or $72,701 at 6%; with 50% employer match about $72,701 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
2002129$137,528$137,392$4,738iApproximate average salary by contribution assumption: employee only about $118,441 at 4% or $78,961 at 6%; with 50% employer match about $78,961 at 4% or $52,641 at 6%; with 100% employer match about $59,221 at 4% or $39,480 at 6%.
Poli Mortgage Group 401(K) Plan-29$137,528$137,392$4,738iApproximate average salary by contribution assumption: employee only about $118,441 at 4% or $78,961 at 6%; with 50% employer match about $78,961 at 4% or $52,641 at 6%; with 100% employer match about $59,221 at 4% or $39,480 at 6%.