Polk Kabat LLP
Plan context: Polk Kabat LLP 401(K) and Profit Sharing
EIN 20-3245084 • Cleveland, OH • 23 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$4,431,708
2024 Contributions
$107,550
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $4,431,708 | $107,550 | $26,888iApproximate average salary by contribution assumption: employee only about $672,188 at 4% or $448,125 at 6%; with 50% employer match about $448,125 at 4% or $298,750 at 6%; with 100% employer match about $336,094 at 4% or $224,063 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 4 | $4,431,708 | $107,550 | $26,888iApproximate average salary by contribution assumption: employee only about $672,188 at 4% or $448,125 at 6%; with 50% employer match about $448,125 at 4% or $298,750 at 6%; with 100% employer match about $336,094 at 4% or $224,063 at 6%. |
| 2023 | 1 | 4 | $3,907,861 | $321,300 | $80,325iApproximate average salary by contribution assumption: employee only about $2,008,125 at 4% or $1,338,750 at 6%; with 50% employer match about $1,338,750 at 4% or $892,500 at 6%; with 100% employer match about $1,004,063 at 4% or $669,375 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 4 | $3,907,861 | $321,300 | $80,325iApproximate average salary by contribution assumption: employee only about $2,008,125 at 4% or $1,338,750 at 6%; with 50% employer match about $1,338,750 at 4% or $892,500 at 6%; with 100% employer match about $1,004,063 at 4% or $669,375 at 6%. |
| 2022 | 1 | 4 | $3,140,506 | $222,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 4 | $3,140,506 | $222,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| 2021 | 1 | 4 | $3,450,800 | $218,163 | $54,541iApproximate average salary by contribution assumption: employee only about $1,363,519 at 4% or $909,013 at 6%; with 50% employer match about $909,013 at 4% or $606,008 at 6%; with 100% employer match about $681,759 at 4% or $454,506 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 4 | $3,450,800 | $218,163 | $54,541iApproximate average salary by contribution assumption: employee only about $1,363,519 at 4% or $909,013 at 6%; with 50% employer match about $909,013 at 4% or $606,008 at 6%; with 100% employer match about $681,759 at 4% or $454,506 at 6%. |
| 2020 | 1 | 4 | $2,893,997 | $58,500 | $14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 4 | $2,893,997 | $58,500 | $14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%. |
| 2019 | 1 | 5 | $3,473,574 | $292,000 | $58,400iApproximate average salary by contribution assumption: employee only about $1,460,000 at 4% or $973,333 at 6%; with 50% employer match about $973,333 at 4% or $648,889 at 6%; with 100% employer match about $730,000 at 4% or $486,667 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 5 | $3,473,574 | $292,000 | $58,400iApproximate average salary by contribution assumption: employee only about $1,460,000 at 4% or $973,333 at 6%; with 50% employer match about $973,333 at 4% or $648,889 at 6%; with 100% employer match about $730,000 at 4% or $486,667 at 6%. |
| 2018 | 1 | 5 | $2,696,396 | $252,000 | $50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 5 | $2,696,396 | $252,000 | $50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%. |
| 2017 | 1 | 5 | $2,570,751 | $237,386 | $47,477iApproximate average salary by contribution assumption: employee only about $1,186,930 at 4% or $791,287 at 6%; with 50% employer match about $791,287 at 4% or $527,524 at 6%; with 100% employer match about $593,465 at 4% or $395,643 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 5 | $2,570,751 | $237,386 | $47,477iApproximate average salary by contribution assumption: employee only about $1,186,930 at 4% or $791,287 at 6%; with 50% employer match about $791,287 at 4% or $527,524 at 6%; with 100% employer match about $593,465 at 4% or $395,643 at 6%. |
| 2016 | 1 | 6 | $2,169,445 | $228,893 | $38,149iApproximate average salary by contribution assumption: employee only about $953,721 at 4% or $635,814 at 6%; with 50% employer match about $635,814 at 4% or $423,876 at 6%; with 100% employer match about $476,860 at 4% or $317,907 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 6 | $2,169,445 | $228,893 | $38,149iApproximate average salary by contribution assumption: employee only about $953,721 at 4% or $635,814 at 6%; with 50% employer match about $635,814 at 4% or $423,876 at 6%; with 100% employer match about $476,860 at 4% or $317,907 at 6%. |
| 2015 | 1 | 6 | $1,859,798 | $363,508 | $60,585iApproximate average salary by contribution assumption: employee only about $1,514,617 at 4% or $1,009,744 at 6%; with 50% employer match about $1,009,744 at 4% or $673,163 at 6%; with 100% employer match about $757,308 at 4% or $504,872 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 6 | $1,859,798 | $363,508 | $60,585iApproximate average salary by contribution assumption: employee only about $1,514,617 at 4% or $1,009,744 at 6%; with 50% employer match about $1,009,744 at 4% or $673,163 at 6%; with 100% employer match about $757,308 at 4% or $504,872 at 6%. |
| 2014 | 2 | 5 | $1,464,246 | $266,268 | $53,254iApproximate average salary by contribution assumption: employee only about $1,331,340 at 4% or $887,560 at 6%; with 50% employer match about $887,560 at 4% or $591,707 at 6%; with 100% employer match about $665,670 at 4% or $443,780 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 5 | $1,464,246 | $266,268 | $53,254iApproximate average salary by contribution assumption: employee only about $1,331,340 at 4% or $887,560 at 6%; with 50% employer match about $887,560 at 4% or $591,707 at 6%; with 100% employer match about $665,670 at 4% or $443,780 at 6%. |
| HABER POLK KABAT, LLP CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2013 | 2 | 8 | $2,368,589 | $108,959 | $13,620iApproximate average salary by contribution assumption: employee only about $340,497 at 4% or $226,998 at 6%; with 50% employer match about $226,998 at 4% or $151,332 at 6%; with 100% employer match about $170,248 at 4% or $113,499 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 8 | $1,401,696 | $108,959 | $13,620iApproximate average salary by contribution assumption: employee only about $340,497 at 4% or $226,998 at 6%; with 50% employer match about $226,998 at 4% or $151,332 at 6%; with 100% employer match about $170,248 at 4% or $113,499 at 6%. |
| HABER POLK KABAT, LLP CASH BALANCE PLAN | - | 6 | $966,893 | $0 | - |
| 2012 | 2 | 11 | $2,246,442 | $405,541 | $36,867iApproximate average salary by contribution assumption: employee only about $921,684 at 4% or $614,456 at 6%; with 50% employer match about $614,456 at 4% or $409,637 at 6%; with 100% employer match about $460,842 at 4% or $307,228 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 10 | $1,375,887 | $149,252 | $14,925iApproximate average salary by contribution assumption: employee only about $373,130 at 4% or $248,753 at 6%; with 50% employer match about $248,753 at 4% or $165,836 at 6%; with 100% employer match about $186,565 at 4% or $124,377 at 6%. |
| HABER POLK KABAT, LLP CASH BALANCE PLAN | - | 11 | $870,555 | $256,289 | $23,299iApproximate average salary by contribution assumption: employee only about $582,475 at 4% or $388,317 at 6%; with 50% employer match about $388,317 at 4% or $258,878 at 6%; with 100% employer match about $291,238 at 4% or $194,158 at 6%. |
| 2011 | 2 | 11 | $1,681,828 | $450,693 | $40,972iApproximate average salary by contribution assumption: employee only about $1,024,302 at 4% or $682,868 at 6%; with 50% employer match about $682,868 at 4% or $455,245 at 6%; with 100% employer match about $512,151 at 4% or $341,434 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 11 | $1,108,944 | $174,821 | $15,893iApproximate average salary by contribution assumption: employee only about $397,320 at 4% or $264,880 at 6%; with 50% employer match about $264,880 at 4% or $176,587 at 6%; with 100% employer match about $198,660 at 4% or $132,440 at 6%. |
| HABER POLK KABAT, LLP CASH BALANCE PLAN | - | 11 | $572,884 | $275,872 | $25,079iApproximate average salary by contribution assumption: employee only about $626,982 at 4% or $417,988 at 6%; with 50% employer match about $417,988 at 4% or $278,659 at 6%; with 100% employer match about $313,491 at 4% or $208,994 at 6%. |
| 2010 | 2 | 11 | $1,284,780 | $564,396 | $51,309iApproximate average salary by contribution assumption: employee only about $1,282,718 at 4% or $855,145 at 6%; with 50% employer match about $855,145 at 4% or $570,097 at 6%; with 100% employer match about $641,359 at 4% or $427,573 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 10 | $973,463 | $253,079 | $25,308iApproximate average salary by contribution assumption: employee only about $632,698 at 4% or $421,798 at 6%; with 50% employer match about $421,798 at 4% or $281,199 at 6%; with 100% employer match about $316,349 at 4% or $210,899 at 6%. |
| HABER POLK KABAT, LLP CASH BALANCE PLAN | - | 11 | $311,317 | $311,317 | $28,302iApproximate average salary by contribution assumption: employee only about $707,539 at 4% or $471,692 at 6%; with 50% employer match about $471,692 at 4% or $314,462 at 6%; with 100% employer match about $353,769 at 4% or $235,846 at 6%. |
| 2009 | 1 | 12 | $646,018 | $308,456 | $25,705iApproximate average salary by contribution assumption: employee only about $642,617 at 4% or $428,411 at 6%; with 50% employer match about $428,411 at 4% or $285,607 at 6%; with 100% employer match about $321,308 at 4% or $214,206 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 12 | $646,018 | $308,456 | $25,705iApproximate average salary by contribution assumption: employee only about $642,617 at 4% or $428,411 at 6%; with 50% employer match about $428,411 at 4% or $285,607 at 6%; with 100% employer match about $321,308 at 4% or $214,206 at 6%. |
| 2008 | 1 | 10 | $268,878 | $195,427 | $19,543iApproximate average salary by contribution assumption: employee only about $488,568 at 4% or $325,712 at 6%; with 50% employer match about $325,712 at 4% or $217,141 at 6%; with 100% employer match about $244,284 at 4% or $162,856 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 10 | $268,878 | $195,427 | $19,543iApproximate average salary by contribution assumption: employee only about $488,568 at 4% or $325,712 at 6%; with 50% employer match about $325,712 at 4% or $217,141 at 6%; with 100% employer match about $244,284 at 4% or $162,856 at 6%. |
| 2007 | 1 | 5 | $138,561 | $138,561 | $27,712iApproximate average salary by contribution assumption: employee only about $692,805 at 4% or $461,870 at 6%; with 50% employer match about $461,870 at 4% or $307,913 at 6%; with 100% employer match about $346,403 at 4% or $230,935 at 6%. |
| Polk Kabat LLP 401(K) and Profit Sharing | - | 5 | $138,561 | $138,561 | $27,712iApproximate average salary by contribution assumption: employee only about $692,805 at 4% or $461,870 at 6%; with 50% employer match about $461,870 at 4% or $307,913 at 6%; with 100% employer match about $346,403 at 4% or $230,935 at 6%. |