Civic Intelligence

Poplar Forest Capital LLC

Plan context: Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust

EIN 26-0844014 • Santa Barbara, CA • 13 filings • 2 plans

1486 Cantera Ave.Santa Barbara, CA 93110
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$2,978,812

2025 Contributions

$122,880

Historical Graphs

Total Assets Over Time

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

$2,978,812$1,489,406$0201320192024YearValue
$2,978,812Latest year 2024

Participants Over Time

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

1890201320192024YearValue
15Latest year 2024

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
202510$0$122,880-
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-0$0$122,880-
2024115$2,978,812$166,698$11,113iApproximate average salary by contribution assumption: employee only about $277,830 at 4% or $185,220 at 6%; with 50% employer match about $185,220 at 4% or $123,480 at 6%; with 100% employer match about $138,915 at 4% or $92,610 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-15$2,978,812$166,698$11,113iApproximate average salary by contribution assumption: employee only about $277,830 at 4% or $185,220 at 6%; with 50% employer match about $185,220 at 4% or $123,480 at 6%; with 100% employer match about $138,915 at 4% or $92,610 at 6%.
2023114$2,499,065$169,679$12,120iApproximate average salary by contribution assumption: employee only about $302,998 at 4% or $201,999 at 6%; with 50% employer match about $201,999 at 4% or $134,666 at 6%; with 100% employer match about $151,499 at 4% or $100,999 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-14$2,499,065$169,679$12,120iApproximate average salary by contribution assumption: employee only about $302,998 at 4% or $201,999 at 6%; with 50% employer match about $201,999 at 4% or $134,666 at 6%; with 100% employer match about $151,499 at 4% or $100,999 at 6%.
2022116$2,413,804$163,456$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-16$2,413,804$163,456$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
2021118$2,692,481$267,421$14,857iApproximate average salary by contribution assumption: employee only about $371,418 at 4% or $247,612 at 6%; with 50% employer match about $247,612 at 4% or $165,075 at 6%; with 100% employer match about $185,709 at 4% or $123,806 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-18$2,692,481$267,421$14,857iApproximate average salary by contribution assumption: employee only about $371,418 at 4% or $247,612 at 6%; with 50% employer match about $247,612 at 4% or $165,075 at 6%; with 100% employer match about $185,709 at 4% or $123,806 at 6%.
2020117$2,080,556$272,455$16,027iApproximate average salary by contribution assumption: employee only about $400,669 at 4% or $267,113 at 6%; with 50% employer match about $267,113 at 4% or $178,075 at 6%; with 100% employer match about $200,335 at 4% or $133,556 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-17$2,080,556$272,455$16,027iApproximate average salary by contribution assumption: employee only about $400,669 at 4% or $267,113 at 6%; with 50% employer match about $267,113 at 4% or $178,075 at 6%; with 100% employer match about $200,335 at 4% or $133,556 at 6%.
2019117$1,594,979$253,841$14,932iApproximate average salary by contribution assumption: employee only about $373,296 at 4% or $248,864 at 6%; with 50% employer match about $248,864 at 4% or $165,909 at 6%; with 100% employer match about $186,648 at 4% or $124,432 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-17$1,594,979$253,841$14,932iApproximate average salary by contribution assumption: employee only about $373,296 at 4% or $248,864 at 6%; with 50% employer match about $248,864 at 4% or $165,909 at 6%; with 100% employer match about $186,648 at 4% or $124,432 at 6%.
2018116$1,088,934$254,793$15,925iApproximate average salary by contribution assumption: employee only about $398,114 at 4% or $265,409 at 6%; with 50% employer match about $265,409 at 4% or $176,940 at 6%; with 100% employer match about $199,057 at 4% or $132,705 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-16$1,088,934$254,793$15,925iApproximate average salary by contribution assumption: employee only about $398,114 at 4% or $265,409 at 6%; with 50% employer match about $265,409 at 4% or $176,940 at 6%; with 100% employer match about $199,057 at 4% or $132,705 at 6%.
2017115$959,790$245,960$16,397iApproximate average salary by contribution assumption: employee only about $409,933 at 4% or $273,289 at 6%; with 50% employer match about $273,289 at 4% or $182,193 at 6%; with 100% employer match about $204,967 at 4% or $136,644 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-15$959,790$245,960$16,397iApproximate average salary by contribution assumption: employee only about $409,933 at 4% or $273,289 at 6%; with 50% employer match about $273,289 at 4% or $182,193 at 6%; with 100% employer match about $204,967 at 4% or $136,644 at 6%.
2016111$605,950$169,372$15,397iApproximate average salary by contribution assumption: employee only about $384,936 at 4% or $256,624 at 6%; with 50% employer match about $256,624 at 4% or $171,083 at 6%; with 100% employer match about $192,468 at 4% or $128,312 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-11$605,950$169,372$15,397iApproximate average salary by contribution assumption: employee only about $384,936 at 4% or $256,624 at 6%; with 50% employer match about $256,624 at 4% or $171,083 at 6%; with 100% employer match about $192,468 at 4% or $128,312 at 6%.
2015110$355,896$167,600$16,760iApproximate average salary by contribution assumption: employee only about $419,000 at 4% or $279,333 at 6%; with 50% employer match about $279,333 at 4% or $186,222 at 6%; with 100% employer match about $209,500 at 4% or $139,667 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-10$355,896$167,600$16,760iApproximate average salary by contribution assumption: employee only about $419,000 at 4% or $279,333 at 6%; with 50% employer match about $279,333 at 4% or $186,222 at 6%; with 100% employer match about $209,500 at 4% or $139,667 at 6%.
201419$202,400$129,123$14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-9$202,400$129,123$14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%.
201317$61,812$59,030$8,433iApproximate average salary by contribution assumption: employee only about $210,821 at 4% or $140,548 at 6%; with 50% employer match about $140,548 at 4% or $93,698 at 6%; with 100% employer match about $105,411 at 4% or $70,274 at 6%.
Poplar Forest Capital LLC 401(K) Profit Sharing Plan & Trust-7$61,812$59,030$8,433iApproximate average salary by contribution assumption: employee only about $210,821 at 4% or $140,548 at 6%; with 50% employer match about $140,548 at 4% or $93,698 at 6%; with 100% employer match about $105,411 at 4% or $70,274 at 6%.