CHARLES P. & MARGARET E. POLK FOUNDATION
Plan context: CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN
EIN 23-6296772 • Millersburg, PA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$1,704,528
2024 Contributions
$192,238
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 | 60 | $1,704,528 | $192,238 | $3,204iApproximate average salary by contribution assumption: employee only about $80,099 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 60 | $1,704,528 | $192,238 | $3,204iApproximate average salary by contribution assumption: employee only about $80,099 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%. |
| 2023 | 1 | 55 | $1,384,619 | $192,828 | $3,506iApproximate average salary by contribution assumption: employee only about $87,649 at 4% or $58,433 at 6%; with 50% employer match about $58,433 at 4% or $38,955 at 6%; with 100% employer match about $43,825 at 4% or $29,216 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 55 | $1,384,619 | $192,828 | $3,506iApproximate average salary by contribution assumption: employee only about $87,649 at 4% or $58,433 at 6%; with 50% employer match about $58,433 at 4% or $38,955 at 6%; with 100% employer match about $43,825 at 4% or $29,216 at 6%. |
| 2022 | 1 | 35 | $1,065,204 | $159,148 | $4,547iApproximate average salary by contribution assumption: employee only about $113,677 at 4% or $75,785 at 6%; with 50% employer match about $75,785 at 4% or $50,523 at 6%; with 100% employer match about $56,839 at 4% or $37,892 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 35 | $1,065,204 | $159,148 | $4,547iApproximate average salary by contribution assumption: employee only about $113,677 at 4% or $75,785 at 6%; with 50% employer match about $75,785 at 4% or $50,523 at 6%; with 100% employer match about $56,839 at 4% or $37,892 at 6%. |
| 2021 | 1 | 44 | $1,178,742 | $179,411 | $4,078iApproximate average salary by contribution assumption: employee only about $101,938 at 4% or $67,959 at 6%; with 50% employer match about $67,959 at 4% or $45,306 at 6%; with 100% employer match about $50,969 at 4% or $33,979 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 44 | $1,178,742 | $179,411 | $4,078iApproximate average salary by contribution assumption: employee only about $101,938 at 4% or $67,959 at 6%; with 50% employer match about $67,959 at 4% or $45,306 at 6%; with 100% employer match about $50,969 at 4% or $33,979 at 6%. |
| 2020 | 1 | 41 | $918,444 | $174,446 | $4,255iApproximate average salary by contribution assumption: employee only about $106,370 at 4% or $70,913 at 6%; with 50% employer match about $70,913 at 4% or $47,275 at 6%; with 100% employer match about $53,185 at 4% or $35,457 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 41 | $918,444 | $174,446 | $4,255iApproximate average salary by contribution assumption: employee only about $106,370 at 4% or $70,913 at 6%; with 50% employer match about $70,913 at 4% or $47,275 at 6%; with 100% employer match about $53,185 at 4% or $35,457 at 6%. |
| 2019 | 1 | 44 | $627,657 | $153,980 | $3,500iApproximate average salary by contribution assumption: employee only about $87,489 at 4% or $58,326 at 6%; with 50% employer match about $58,326 at 4% or $38,884 at 6%; with 100% employer match about $43,744 at 4% or $29,163 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 44 | $627,657 | $153,980 | $3,500iApproximate average salary by contribution assumption: employee only about $87,489 at 4% or $58,326 at 6%; with 50% employer match about $58,326 at 4% or $38,884 at 6%; with 100% employer match about $43,744 at 4% or $29,163 at 6%. |
| 2018 | 1 | 39 | $468,357 | $70,777 | $1,815iApproximate average salary by contribution assumption: employee only about $45,370 at 4% or $30,247 at 6%; with 50% employer match about $30,247 at 4% or $20,164 at 6%; with 100% employer match about $22,685 at 4% or $15,123 at 6%. |
| CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN | - | 39 | $468,357 | $70,777 | $1,815iApproximate average salary by contribution assumption: employee only about $45,370 at 4% or $30,247 at 6%; with 50% employer match about $30,247 at 4% or $20,164 at 6%; with 100% employer match about $22,685 at 4% or $15,123 at 6%. |
| 2017 | 1 | 39 | $500,067 | $174,048 | $4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,785 at 4% or $37,190 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 39 | $500,067 | $174,048 | $4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,785 at 4% or $37,190 at 6%. |
| 2016 | 1 | 35 | $492,127 | $147,551 | $4,216iApproximate average salary by contribution assumption: employee only about $105,394 at 4% or $70,262 at 6%; with 50% employer match about $70,262 at 4% or $46,842 at 6%; with 100% employer match about $52,697 at 4% or $35,131 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 35 | $492,127 | $147,551 | $4,216iApproximate average salary by contribution assumption: employee only about $105,394 at 4% or $70,262 at 6%; with 50% employer match about $70,262 at 4% or $46,842 at 6%; with 100% employer match about $52,697 at 4% or $35,131 at 6%. |
| 2015 | 1 | 34 | $498,708 | $145,398 | $4,276iApproximate average salary by contribution assumption: employee only about $106,910 at 4% or $71,274 at 6%; with 50% employer match about $71,274 at 4% or $47,516 at 6%; with 100% employer match about $53,455 at 4% or $35,637 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 34 | $498,708 | $145,398 | $4,276iApproximate average salary by contribution assumption: employee only about $106,910 at 4% or $71,274 at 6%; with 50% employer match about $71,274 at 4% or $47,516 at 6%; with 100% employer match about $53,455 at 4% or $35,637 at 6%. |
| 2014 | 1 | 42 | $512,588 | $162,970 | $3,880iApproximate average salary by contribution assumption: employee only about $97,006 at 4% or $64,671 at 6%; with 50% employer match about $64,671 at 4% or $43,114 at 6%; with 100% employer match about $48,503 at 4% or $32,335 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 42 | $512,588 | $162,970 | $3,880iApproximate average salary by contribution assumption: employee only about $97,006 at 4% or $64,671 at 6%; with 50% employer match about $64,671 at 4% or $43,114 at 6%; with 100% employer match about $48,503 at 4% or $32,335 at 6%. |
| 2013 | 1 | 43 | $513,802 | $166,148 | $3,864iApproximate average salary by contribution assumption: employee only about $96,598 at 4% or $64,398 at 6%; with 50% employer match about $64,398 at 4% or $42,932 at 6%; with 100% employer match about $48,299 at 4% or $32,199 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 43 | $513,802 | $166,148 | $3,864iApproximate average salary by contribution assumption: employee only about $96,598 at 4% or $64,398 at 6%; with 50% employer match about $64,398 at 4% or $42,932 at 6%; with 100% employer match about $48,299 at 4% or $32,199 at 6%. |
| 2012 | 1 | 44 | $467,865 | $176,498 | $4,011iApproximate average salary by contribution assumption: employee only about $100,283 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,428 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 44 | $467,865 | $176,498 | $4,011iApproximate average salary by contribution assumption: employee only about $100,283 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,428 at 6%. |
| 2011 | 1 | 43 | $468,792 | $192,238 | $4,471iApproximate average salary by contribution assumption: employee only about $111,766 at 4% or $74,511 at 6%; with 50% employer match about $74,511 at 4% or $49,674 at 6%; with 100% employer match about $55,883 at 4% or $37,255 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 43 | $468,792 | $192,238 | $4,471iApproximate average salary by contribution assumption: employee only about $111,766 at 4% or $74,511 at 6%; with 50% employer match about $74,511 at 4% or $49,674 at 6%; with 100% employer match about $55,883 at 4% or $37,255 at 6%. |
| 2010 | 1 | 42 | $482,603 | $186,836 | $4,448iApproximate average salary by contribution assumption: employee only about $111,212 at 4% or $74,141 at 6%; with 50% employer match about $74,141 at 4% or $49,428 at 6%; with 100% employer match about $55,606 at 4% or $37,071 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 42 | $482,603 | $186,836 | $4,448iApproximate average salary by contribution assumption: employee only about $111,212 at 4% or $74,141 at 6%; with 50% employer match about $74,141 at 4% or $49,428 at 6%; with 100% employer match about $55,606 at 4% or $37,071 at 6%. |
| 2009 | 1 | 38 | $389,602 | $169,998 | $4,474iApproximate average salary by contribution assumption: employee only about $111,841 at 4% or $74,561 at 6%; with 50% employer match about $74,561 at 4% or $49,707 at 6%; with 100% employer match about $55,920 at 4% or $37,280 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 38 | $389,602 | $169,998 | $4,474iApproximate average salary by contribution assumption: employee only about $111,841 at 4% or $74,561 at 6%; with 50% employer match about $74,561 at 4% or $49,707 at 6%; with 100% employer match about $55,920 at 4% or $37,280 at 6%. |
| 2008 | 1 | 26 | $255,712 | $76,527 | $2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 26 | $255,712 | $76,527 | $2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%. |
| 2007 | 1 | 28 | $0 | $0 | - |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 28 | - | - | - |
| 2006 | 1 | 22 | $178,888 | $48,313 | $2,196iApproximate average salary by contribution assumption: employee only about $54,901 at 4% or $36,601 at 6%; with 50% employer match about $36,601 at 4% or $24,401 at 6%; with 100% employer match about $27,451 at 4% or $18,300 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 22 | $178,888 | $48,313 | $2,196iApproximate average salary by contribution assumption: employee only about $54,901 at 4% or $36,601 at 6%; with 50% employer match about $36,601 at 4% or $24,401 at 6%; with 100% employer match about $27,451 at 4% or $18,300 at 6%. |
| 2005 | 1 | 16 | $118,344 | $34,100 | $2,131iApproximate average salary by contribution assumption: employee only about $53,281 at 4% or $35,521 at 6%; with 50% employer match about $35,521 at 4% or $23,681 at 6%; with 100% employer match about $26,641 at 4% or $17,760 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 16 | $118,344 | $34,100 | $2,131iApproximate average salary by contribution assumption: employee only about $53,281 at 4% or $35,521 at 6%; with 50% employer match about $35,521 at 4% or $23,681 at 6%; with 100% employer match about $26,641 at 4% or $17,760 at 6%. |
| 2004 | 1 | 14 | $92,001 | $31,780 | $2,270iApproximate average salary by contribution assumption: employee only about $56,750 at 4% or $37,833 at 6%; with 50% employer match about $37,833 at 4% or $25,222 at 6%; with 100% employer match about $28,375 at 4% or $18,917 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 14 | $92,001 | $31,780 | $2,270iApproximate average salary by contribution assumption: employee only about $56,750 at 4% or $37,833 at 6%; with 50% employer match about $37,833 at 4% or $25,222 at 6%; with 100% employer match about $28,375 at 4% or $18,917 at 6%. |
| 2003 | 1 | 13 | $55,298 | $29,087 | $2,237iApproximate average salary by contribution assumption: employee only about $55,937 at 4% or $37,291 at 6%; with 50% employer match about $37,291 at 4% or $24,861 at 6%; with 100% employer match about $27,968 at 4% or $18,646 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 13 | $55,298 | $29,087 | $2,237iApproximate average salary by contribution assumption: employee only about $55,937 at 4% or $37,291 at 6%; with 50% employer match about $37,291 at 4% or $24,861 at 6%; with 100% employer match about $27,968 at 4% or $18,646 at 6%. |
| 2002 | 1 | 6 | $22,275 | $11,372 | $1,895iApproximate average salary by contribution assumption: employee only about $47,383 at 4% or $31,589 at 6%; with 50% employer match about $31,589 at 4% or $21,059 at 6%; with 100% employer match about $23,692 at 4% or $15,794 at 6%. |
| CHARLES P. & MARGARET E. POLK FOUNDATION MONEY PURCHASE PLAN | - | 6 | $22,275 | $11,372 | $1,895iApproximate average salary by contribution assumption: employee only about $47,383 at 4% or $31,589 at 6%; with 50% employer match about $31,589 at 4% or $21,059 at 6%; with 100% employer match about $23,692 at 4% or $15,794 at 6%. |
| 2001 | 1 | 1 | $11,422 | $5,071 | $5,071iApproximate average salary by contribution assumption: employee only about $126,775 at 4% or $84,517 at 6%; with 50% employer match about $84,517 at 4% or $56,344 at 6%; with 100% employer match about $63,388 at 4% or $42,258 at 6%. |
| CHARLES P & MARGARET E POLK FOUNDATION RETIREMENT PLAN | - | 1 | $11,422 | $5,071 | $5,071iApproximate average salary by contribution assumption: employee only about $126,775 at 4% or $84,517 at 6%; with 50% employer match about $84,517 at 4% or $56,344 at 6%; with 100% employer match about $63,388 at 4% or $42,258 at 6%. |
| 2000 | 1 | 1 | $6,405 | $4,394 | $4,394iApproximate average salary by contribution assumption: employee only about $109,850 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,925 at 4% or $36,617 at 6%. |
| CHARLES P & MARGARET E POLK FOUNDATION RETIREMENT PLAN | - | 1 | $6,405 | $4,394 | $4,394iApproximate average salary by contribution assumption: employee only about $109,850 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,925 at 4% or $36,617 at 6%. |