Civic Intelligence

Polen & Battles, Cpas Inc.

Plan context: Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust

EIN 34-1130457 • 15 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$584,452

2007 Contributions

$49,649

Historical Graphs

Total Assets Over Time

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

$644,665$322,333$0199920032006YearValue
$584,452Latest year 2006

Participants Over Time

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

1680199920032007YearValue
1Latest year 2007

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
200711$0$0-
MASTERS AVENUE INC. 401K PROFIT SHARING PLAN & TRUST-1---
200624$584,452$49,649$12,412iApproximate average salary by contribution assumption: employee only about $310,306 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,153 at 4% or $103,435 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-4$540,165$49,649$12,412iApproximate average salary by contribution assumption: employee only about $310,306 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,153 at 4% or $103,435 at 6%.
MASTERS AVENUE INC. 401K PROFIT SHARING PLAN & TRUST-1$44,287--
2005212$644,665$17,217$1,435iApproximate average salary by contribution assumption: employee only about $35,869 at 4% or $23,913 at 6%; with 50% employer match about $23,913 at 4% or $15,942 at 6%; with 100% employer match about $17,934 at 4% or $11,956 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-12$602,386$17,217$1,435iApproximate average salary by contribution assumption: employee only about $35,869 at 4% or $23,913 at 6%; with 50% employer match about $23,913 at 4% or $15,942 at 6%; with 100% employer match about $17,934 at 4% or $11,956 at 6%.
MASTERS AVENUE INC. 401K PROFIT SHARING PLAN & TRUST-1$42,279--
2004213$596,720$21,466$1,651iApproximate average salary by contribution assumption: employee only about $41,281 at 4% or $27,521 at 6%; with 50% employer match about $27,521 at 4% or $18,347 at 6%; with 100% employer match about $20,640 at 4% or $13,760 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-13$555,871$17,528$1,348iApproximate average salary by contribution assumption: employee only about $33,708 at 4% or $22,472 at 6%; with 50% employer match about $22,472 at 4% or $14,981 at 6%; with 100% employer match about $16,854 at 4% or $11,236 at 6%.
MASTERS AVENUE INC. 401K PROFIT SHARING PLAN & TRUST-1$40,849$3,938$3,938iApproximate average salary by contribution assumption: employee only about $98,450 at 4% or $65,633 at 6%; with 50% employer match about $65,633 at 4% or $43,756 at 6%; with 100% employer match about $49,225 at 4% or $32,817 at 6%.
2003214$39,022$1,876$134iApproximate average salary by contribution assumption: employee only about $3,350 at 4% or $2,233 at 6%; with 50% employer match about $2,233 at 4% or $1,489 at 6%; with 100% employer match about $1,675 at 4% or $1,117 at 6%.
POLEN & BATTLES, CPAS, INC. FBO DAVID H. POLEN 401K PROFIT SHARING PLAN-1$39,022$1,876$1,876iApproximate average salary by contribution assumption: employee only about $46,900 at 4% or $31,267 at 6%; with 50% employer match about $31,267 at 4% or $20,844 at 6%; with 100% employer match about $23,450 at 4% or $15,633 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-14---
2002215$443,611$30,479$2,032iApproximate average salary by contribution assumption: employee only about $50,798 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,577 at 6%; with 100% employer match about $25,399 at 4% or $16,933 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-15$400,559$30,479$2,032iApproximate average salary by contribution assumption: employee only about $50,798 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,577 at 6%; with 100% employer match about $25,399 at 4% or $16,933 at 6%.
POLEN & BATTLES, CPAS, INC. FBO DAVID H. POLEN 401K PROFIT SHARING PLAN-1$43,052--
2001113$462,424$64,393$4,953iApproximate average salary by contribution assumption: employee only about $123,833 at 4% or $82,555 at 6%; with 50% employer match about $82,555 at 4% or $55,037 at 6%; with 100% employer match about $61,916 at 4% or $41,278 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-13$462,424$64,393$4,953iApproximate average salary by contribution assumption: employee only about $123,833 at 4% or $82,555 at 6%; with 50% employer match about $82,555 at 4% or $55,037 at 6%; with 100% employer match about $61,916 at 4% or $41,278 at 6%.
2000210$582,397$89,931$8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,923 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-10$534,457$89,931$8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,923 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-1$47,940--
1999116$572,740$77,909$4,869iApproximate average salary by contribution assumption: employee only about $121,733 at 4% or $81,155 at 6%; with 50% employer match about $81,155 at 4% or $54,103 at 6%; with 100% employer match about $60,866 at 4% or $40,578 at 6%.
Polen & Battles, Cpas Inc. 401K Profit Sharing Plan and Trust-16$572,740$77,909$4,869iApproximate average salary by contribution assumption: employee only about $121,733 at 4% or $81,155 at 6%; with 50% employer match about $81,155 at 4% or $54,103 at 6%; with 100% employer match about $60,866 at 4% or $40,578 at 6%.