Pollock Investment Advisors LLC
Plan context: Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust
EIN 20-5619047 • Ann Arbor, MI • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,870,368
2025 Contributions
$230,377
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,870,368 | $230,377 | $38,396iApproximate average salary by contribution assumption: employee only about $959,904 at 4% or $639,936 at 6%; with 50% employer match about $639,936 at 4% or $426,624 at 6%; with 100% employer match about $479,952 at 4% or $319,968 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,870,368 | $230,377 | $38,396iApproximate average salary by contribution assumption: employee only about $959,904 at 4% or $639,936 at 6%; with 50% employer match about $639,936 at 4% or $426,624 at 6%; with 100% employer match about $479,952 at 4% or $319,968 at 6%. |
| 2024 | 1 | 6 | $1,585,776 | $180,985 | $30,164iApproximate average salary by contribution assumption: employee only about $754,104 at 4% or $502,736 at 6%; with 50% employer match about $502,736 at 4% or $335,157 at 6%; with 100% employer match about $377,052 at 4% or $251,368 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,585,776 | $180,985 | $30,164iApproximate average salary by contribution assumption: employee only about $754,104 at 4% or $502,736 at 6%; with 50% employer match about $502,736 at 4% or $335,157 at 6%; with 100% employer match about $377,052 at 4% or $251,368 at 6%. |
| 2023 | 1 | 6 | $1,542,125 | $193,706 | $32,284iApproximate average salary by contribution assumption: employee only about $807,108 at 4% or $538,072 at 6%; with 50% employer match about $538,072 at 4% or $358,715 at 6%; with 100% employer match about $403,554 at 4% or $269,036 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,542,125 | $193,706 | $32,284iApproximate average salary by contribution assumption: employee only about $807,108 at 4% or $538,072 at 6%; with 50% employer match about $538,072 at 4% or $358,715 at 6%; with 100% employer match about $403,554 at 4% or $269,036 at 6%. |
| 2022 | 1 | 7 | $1,212,992 | $194,964 | $27,852iApproximate average salary by contribution assumption: employee only about $696,300 at 4% or $464,200 at 6%; with 50% employer match about $464,200 at 4% or $309,467 at 6%; with 100% employer match about $348,150 at 4% or $232,100 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 7 | $1,212,992 | $194,964 | $27,852iApproximate average salary by contribution assumption: employee only about $696,300 at 4% or $464,200 at 6%; with 50% employer match about $464,200 at 4% or $309,467 at 6%; with 100% employer match about $348,150 at 4% or $232,100 at 6%. |
| 2021 | 1 | 6 | $1,272,447 | $268,665 | $44,778iApproximate average salary by contribution assumption: employee only about $1,119,438 at 4% or $746,292 at 6%; with 50% employer match about $746,292 at 4% or $497,528 at 6%; with 100% employer match about $559,719 at 4% or $373,146 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,272,447 | $268,665 | $44,778iApproximate average salary by contribution assumption: employee only about $1,119,438 at 4% or $746,292 at 6%; with 50% employer match about $746,292 at 4% or $497,528 at 6%; with 100% employer match about $559,719 at 4% or $373,146 at 6%. |
| 2020 | 1 | 6 | $883,501 | $119,236 | $19,873iApproximate average salary by contribution assumption: employee only about $496,817 at 4% or $331,211 at 6%; with 50% employer match about $331,211 at 4% or $220,807 at 6%; with 100% employer match about $248,408 at 4% or $165,606 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $883,501 | $119,236 | $19,873iApproximate average salary by contribution assumption: employee only about $496,817 at 4% or $331,211 at 6%; with 50% employer match about $331,211 at 4% or $220,807 at 6%; with 100% employer match about $248,408 at 4% or $165,606 at 6%. |
| 2019 | 1 | 6 | $661,529 | $130,544 | $21,757iApproximate average salary by contribution assumption: employee only about $543,933 at 4% or $362,622 at 6%; with 50% employer match about $362,622 at 4% or $241,748 at 6%; with 100% employer match about $271,967 at 4% or $181,311 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $661,529 | $130,544 | $21,757iApproximate average salary by contribution assumption: employee only about $543,933 at 4% or $362,622 at 6%; with 50% employer match about $362,622 at 4% or $241,748 at 6%; with 100% employer match about $271,967 at 4% or $181,311 at 6%. |
| 2018 | 1 | 5 | $477,056 | $101,238 | $20,248iApproximate average salary by contribution assumption: employee only about $506,190 at 4% or $337,460 at 6%; with 50% employer match about $337,460 at 4% or $224,973 at 6%; with 100% employer match about $253,095 at 4% or $168,730 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $477,056 | $101,238 | $20,248iApproximate average salary by contribution assumption: employee only about $506,190 at 4% or $337,460 at 6%; with 50% employer match about $337,460 at 4% or $224,973 at 6%; with 100% employer match about $253,095 at 4% or $168,730 at 6%. |
| 2017 | 1 | 6 | $583,479 | $116,954 | $19,492iApproximate average salary by contribution assumption: employee only about $487,308 at 4% or $324,872 at 6%; with 50% employer match about $324,872 at 4% or $216,581 at 6%; with 100% employer match about $243,654 at 4% or $162,436 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $583,479 | $116,954 | $19,492iApproximate average salary by contribution assumption: employee only about $487,308 at 4% or $324,872 at 6%; with 50% employer match about $324,872 at 4% or $216,581 at 6%; with 100% employer match about $243,654 at 4% or $162,436 at 6%. |
| 2016 | 1 | 6 | $389,449 | $82,972 | $13,829iApproximate average salary by contribution assumption: employee only about $345,717 at 4% or $230,478 at 6%; with 50% employer match about $230,478 at 4% or $153,652 at 6%; with 100% employer match about $172,858 at 4% or $115,239 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $389,449 | $82,972 | $13,829iApproximate average salary by contribution assumption: employee only about $345,717 at 4% or $230,478 at 6%; with 50% employer match about $230,478 at 4% or $153,652 at 6%; with 100% employer match about $172,858 at 4% or $115,239 at 6%. |
| 2015 | 1 | 6 | $276,924 | $107,100 | $17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $276,924 | $107,100 | $17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%. |
| 2014 | 1 | 5 | $169,597 | $120,897 | $24,179iApproximate average salary by contribution assumption: employee only about $604,485 at 4% or $402,990 at 6%; with 50% employer match about $402,990 at 4% or $268,660 at 6%; with 100% employer match about $302,243 at 4% or $201,495 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $169,597 | $120,897 | $24,179iApproximate average salary by contribution assumption: employee only about $604,485 at 4% or $402,990 at 6%; with 50% employer match about $402,990 at 4% or $268,660 at 6%; with 100% employer match about $302,243 at 4% or $201,495 at 6%. |
| 2013 | 1 | 3 | $42,612 | $42,474 | $14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%. |
| Pollock Investment Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 3 | $42,612 | $42,474 | $14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%. |