Polito, Eppich Associates LLP
Plan context: Polito, Eppich Associates LLP 401(K) Plan
EIN 32-0076871 • San Marcos, CA • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$4,015,061
2024 Contributions
$443,371
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 | 22 | $4,015,061 | $443,371 | $20,153iApproximate average salary by contribution assumption: employee only about $503,831 at 4% or $335,887 at 6%; with 50% employer match about $335,887 at 4% or $223,925 at 6%; with 100% employer match about $251,915 at 4% or $167,944 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 22 | $4,015,061 | $443,371 | $20,153iApproximate average salary by contribution assumption: employee only about $503,831 at 4% or $335,887 at 6%; with 50% employer match about $335,887 at 4% or $223,925 at 6%; with 100% employer match about $251,915 at 4% or $167,944 at 6%. |
| 2023 | 1 | 21 | $3,058,043 | $587,626 | $27,982iApproximate average salary by contribution assumption: employee only about $699,555 at 4% or $466,370 at 6%; with 50% employer match about $466,370 at 4% or $310,913 at 6%; with 100% employer match about $349,777 at 4% or $233,185 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 21 | $3,058,043 | $587,626 | $27,982iApproximate average salary by contribution assumption: employee only about $699,555 at 4% or $466,370 at 6%; with 50% employer match about $466,370 at 4% or $310,913 at 6%; with 100% employer match about $349,777 at 4% or $233,185 at 6%. |
| 2022 | 1 | 21 | $2,143,955 | $374,976 | $17,856iApproximate average salary by contribution assumption: employee only about $446,400 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 21 | $2,143,955 | $374,976 | $17,856iApproximate average salary by contribution assumption: employee only about $446,400 at 4% or $297,600 at 6%; with 50% employer match about $297,600 at 4% or $198,400 at 6%; with 100% employer match about $223,200 at 4% or $148,800 at 6%. |
| 2021 | 1 | 12 | $2,035,701 | $184,003 | $15,334iApproximate average salary by contribution assumption: employee only about $383,340 at 4% or $255,560 at 6%; with 50% employer match about $255,560 at 4% or $170,373 at 6%; with 100% employer match about $191,670 at 4% or $127,780 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 12 | $2,035,701 | $184,003 | $15,334iApproximate average salary by contribution assumption: employee only about $383,340 at 4% or $255,560 at 6%; with 50% employer match about $255,560 at 4% or $170,373 at 6%; with 100% employer match about $191,670 at 4% or $127,780 at 6%. |
| 2020 | 1 | 13 | $2,516,386 | $114,104 | $8,777iApproximate average salary by contribution assumption: employee only about $219,431 at 4% or $146,287 at 6%; with 50% employer match about $146,287 at 4% or $97,525 at 6%; with 100% employer match about $109,715 at 4% or $73,144 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 13 | $2,516,386 | $114,104 | $8,777iApproximate average salary by contribution assumption: employee only about $219,431 at 4% or $146,287 at 6%; with 50% employer match about $146,287 at 4% or $97,525 at 6%; with 100% employer match about $109,715 at 4% or $73,144 at 6%. |
| 2019 | 1 | 13 | $2,085,193 | $243,470 | $18,728iApproximate average salary by contribution assumption: employee only about $468,212 at 4% or $312,141 at 6%; with 50% employer match about $312,141 at 4% or $208,094 at 6%; with 100% employer match about $234,106 at 4% or $156,071 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 13 | $2,085,193 | $243,470 | $18,728iApproximate average salary by contribution assumption: employee only about $468,212 at 4% or $312,141 at 6%; with 50% employer match about $312,141 at 4% or $208,094 at 6%; with 100% employer match about $234,106 at 4% or $156,071 at 6%. |
| 2018 | 1 | 12 | $1,492,735 | $128,905 | $10,742iApproximate average salary by contribution assumption: employee only about $268,552 at 4% or $179,035 at 6%; with 50% employer match about $179,035 at 4% or $119,356 at 6%; with 100% employer match about $134,276 at 4% or $89,517 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 12 | $1,492,735 | $128,905 | $10,742iApproximate average salary by contribution assumption: employee only about $268,552 at 4% or $179,035 at 6%; with 50% employer match about $179,035 at 4% or $119,356 at 6%; with 100% employer match about $134,276 at 4% or $89,517 at 6%. |
| 2017 | 1 | 13 | $1,551,227 | $129,423 | $9,956iApproximate average salary by contribution assumption: employee only about $248,890 at 4% or $165,927 at 6%; with 50% employer match about $165,927 at 4% or $110,618 at 6%; with 100% employer match about $124,445 at 4% or $82,963 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 13 | $1,551,227 | $129,423 | $9,956iApproximate average salary by contribution assumption: employee only about $248,890 at 4% or $165,927 at 6%; with 50% employer match about $165,927 at 4% or $110,618 at 6%; with 100% employer match about $124,445 at 4% or $82,963 at 6%. |
| 2016 | 1 | 15 | $1,270,579 | $129,735 | $8,649iApproximate average salary by contribution assumption: employee only about $216,225 at 4% or $144,150 at 6%; with 50% employer match about $144,150 at 4% or $96,100 at 6%; with 100% employer match about $108,113 at 4% or $72,075 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 15 | $1,270,579 | $129,735 | $8,649iApproximate average salary by contribution assumption: employee only about $216,225 at 4% or $144,150 at 6%; with 50% employer match about $144,150 at 4% or $96,100 at 6%; with 100% employer match about $108,113 at 4% or $72,075 at 6%. |
| 2015 | 1 | 9 | $1,584,228 | $120,996 | $13,444iApproximate average salary by contribution assumption: employee only about $336,100 at 4% or $224,067 at 6%; with 50% employer match about $224,067 at 4% or $149,378 at 6%; with 100% employer match about $168,050 at 4% or $112,033 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 9 | $1,584,228 | $120,996 | $13,444iApproximate average salary by contribution assumption: employee only about $336,100 at 4% or $224,067 at 6%; with 50% employer match about $224,067 at 4% or $149,378 at 6%; with 100% employer match about $168,050 at 4% or $112,033 at 6%. |
| 2014 | 1 | 9 | $1,531,041 | $109,219 | $12,135iApproximate average salary by contribution assumption: employee only about $303,386 at 4% or $202,257 at 6%; with 50% employer match about $202,257 at 4% or $134,838 at 6%; with 100% employer match about $151,693 at 4% or $101,129 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 9 | $1,531,041 | $109,219 | $12,135iApproximate average salary by contribution assumption: employee only about $303,386 at 4% or $202,257 at 6%; with 50% employer match about $202,257 at 4% or $134,838 at 6%; with 100% employer match about $151,693 at 4% or $101,129 at 6%. |
| 2013 | 1 | 10 | $1,402,259 | $106,844 | $10,684iApproximate average salary by contribution assumption: employee only about $267,110 at 4% or $178,073 at 6%; with 50% employer match about $178,073 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $1,402,259 | $106,844 | $10,684iApproximate average salary by contribution assumption: employee only about $267,110 at 4% or $178,073 at 6%; with 50% employer match about $178,073 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%. |
| 2012 | 1 | 10 | $1,195,716 | $99,954 | $9,995iApproximate average salary by contribution assumption: employee only about $249,885 at 4% or $166,590 at 6%; with 50% employer match about $166,590 at 4% or $111,060 at 6%; with 100% employer match about $124,943 at 4% or $83,295 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $1,195,716 | $99,954 | $9,995iApproximate average salary by contribution assumption: employee only about $249,885 at 4% or $166,590 at 6%; with 50% employer match about $166,590 at 4% or $111,060 at 6%; with 100% employer match about $124,943 at 4% or $83,295 at 6%. |
| 2011 | 1 | 9 | $1,024,001 | $98,559 | $10,951iApproximate average salary by contribution assumption: employee only about $273,775 at 4% or $182,517 at 6%; with 50% employer match about $182,517 at 4% or $121,678 at 6%; with 100% employer match about $136,888 at 4% or $91,258 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 9 | $1,024,001 | $98,559 | $10,951iApproximate average salary by contribution assumption: employee only about $273,775 at 4% or $182,517 at 6%; with 50% employer match about $182,517 at 4% or $121,678 at 6%; with 100% employer match about $136,888 at 4% or $91,258 at 6%. |
| 2010 | 1 | 9 | $957,710 | $109,852 | $12,206iApproximate average salary by contribution assumption: employee only about $305,144 at 4% or $203,430 at 6%; with 50% employer match about $203,430 at 4% or $135,620 at 6%; with 100% employer match about $152,572 at 4% or $101,715 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 9 | $957,710 | $109,852 | $12,206iApproximate average salary by contribution assumption: employee only about $305,144 at 4% or $203,430 at 6%; with 50% employer match about $203,430 at 4% or $135,620 at 6%; with 100% employer match about $152,572 at 4% or $101,715 at 6%. |
| 2009 | 1 | 10 | $764,335 | $169,700 | $16,970iApproximate average salary by contribution assumption: employee only about $424,250 at 4% or $282,833 at 6%; with 50% employer match about $282,833 at 4% or $188,556 at 6%; with 100% employer match about $212,125 at 4% or $141,417 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $764,335 | $169,700 | $16,970iApproximate average salary by contribution assumption: employee only about $424,250 at 4% or $282,833 at 6%; with 50% employer match about $282,833 at 4% or $188,556 at 6%; with 100% employer match about $212,125 at 4% or $141,417 at 6%. |
| 2008 | 1 | 10 | $499,473 | $81,705 | $8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $499,473 | $81,705 | $8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%. |
| 2007 | 1 | 10 | $631,944 | $83,020 | $8,302iApproximate average salary by contribution assumption: employee only about $207,550 at 4% or $138,367 at 6%; with 50% employer match about $138,367 at 4% or $92,244 at 6%; with 100% employer match about $103,775 at 4% or $69,183 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $631,944 | $83,020 | $8,302iApproximate average salary by contribution assumption: employee only about $207,550 at 4% or $138,367 at 6%; with 50% employer match about $138,367 at 4% or $92,244 at 6%; with 100% employer match about $103,775 at 4% or $69,183 at 6%. |
| 2006 | 1 | 8 | $474,315 | $74,000 | $9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 8 | $474,315 | $74,000 | $9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%. |
| 2005 | 1 | 9 | $350,618 | $64,693 | $7,188iApproximate average salary by contribution assumption: employee only about $179,703 at 4% or $119,802 at 6%; with 50% employer match about $119,802 at 4% or $79,868 at 6%; with 100% employer match about $89,851 at 4% or $59,901 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 9 | $350,618 | $64,693 | $7,188iApproximate average salary by contribution assumption: employee only about $179,703 at 4% or $119,802 at 6%; with 50% employer match about $119,802 at 4% or $79,868 at 6%; with 100% employer match about $89,851 at 4% or $59,901 at 6%. |
| 2004 | 1 | 10 | $261,036 | $68,068 | $6,807iApproximate average salary by contribution assumption: employee only about $170,170 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,723 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 10 | $261,036 | $68,068 | $6,807iApproximate average salary by contribution assumption: employee only about $170,170 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,723 at 6%. |
| 2003 | 1 | 12 | $166,789 | $142,563 | $11,880iApproximate average salary by contribution assumption: employee only about $297,006 at 4% or $198,004 at 6%; with 50% employer match about $198,004 at 4% or $132,003 at 6%; with 100% employer match about $148,503 at 4% or $99,002 at 6%. |
| Polito, Eppich Associates LLP 401(K) Plan | - | 12 | $166,789 | $142,563 | $11,880iApproximate average salary by contribution assumption: employee only about $297,006 at 4% or $198,004 at 6%; with 50% employer match about $198,004 at 4% or $132,003 at 6%; with 100% employer match about $148,503 at 4% or $99,002 at 6%. |