Patrick J. Folliard, CPA
Plan context: Patrick J. Folliard CPA Profit Sharing Trust
EIN 36-3504089 • Oak Lawn, IL • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$4,477,315
2024 Contributions
$197,179
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 | 10 | $4,477,315 | $197,179 | $19,718iApproximate average salary by contribution assumption: employee only about $492,948 at 4% or $328,632 at 6%; with 50% employer match about $328,632 at 4% or $219,088 at 6%; with 100% employer match about $246,474 at 4% or $164,316 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 10 | $4,477,315 | $197,179 | $19,718iApproximate average salary by contribution assumption: employee only about $492,948 at 4% or $328,632 at 6%; with 50% employer match about $328,632 at 4% or $219,088 at 6%; with 100% employer match about $246,474 at 4% or $164,316 at 6%. |
| 2023 | 1 | 10 | $3,276,442 | $186,852 | $18,685iApproximate average salary by contribution assumption: employee only about $467,130 at 4% or $311,420 at 6%; with 50% employer match about $311,420 at 4% or $207,613 at 6%; with 100% employer match about $233,565 at 4% or $155,710 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 10 | $3,276,442 | $186,852 | $18,685iApproximate average salary by contribution assumption: employee only about $467,130 at 4% or $311,420 at 6%; with 50% employer match about $311,420 at 4% or $207,613 at 6%; with 100% employer match about $233,565 at 4% or $155,710 at 6%. |
| 2022 | 1 | 11 | $2,459,884 | $172,227 | $15,657iApproximate average salary by contribution assumption: employee only about $391,425 at 4% or $260,950 at 6%; with 50% employer match about $260,950 at 4% or $173,967 at 6%; with 100% employer match about $195,713 at 4% or $130,475 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 11 | $2,459,884 | $172,227 | $15,657iApproximate average salary by contribution assumption: employee only about $391,425 at 4% or $260,950 at 6%; with 50% employer match about $260,950 at 4% or $173,967 at 6%; with 100% employer match about $195,713 at 4% or $130,475 at 6%. |
| 2021 | 1 | 11 | $2,953,425 | $166,550 | $15,141iApproximate average salary by contribution assumption: employee only about $378,523 at 4% or $252,348 at 6%; with 50% employer match about $252,348 at 4% or $168,232 at 6%; with 100% employer match about $189,261 at 4% or $126,174 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 11 | $2,953,425 | $166,550 | $15,141iApproximate average salary by contribution assumption: employee only about $378,523 at 4% or $252,348 at 6%; with 50% employer match about $252,348 at 4% or $168,232 at 6%; with 100% employer match about $189,261 at 4% or $126,174 at 6%. |
| 2020 | 1 | 9 | $2,351,284 | $151,369 | $16,819iApproximate average salary by contribution assumption: employee only about $420,469 at 4% or $280,313 at 6%; with 50% employer match about $280,313 at 4% or $186,875 at 6%; with 100% employer match about $210,235 at 4% or $140,156 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 9 | $2,351,284 | $151,369 | $16,819iApproximate average salary by contribution assumption: employee only about $420,469 at 4% or $280,313 at 6%; with 50% employer match about $280,313 at 4% or $186,875 at 6%; with 100% employer match about $210,235 at 4% or $140,156 at 6%. |
| 2019 | 1 | 9 | $1,701,457 | $132,314 | $14,702iApproximate average salary by contribution assumption: employee only about $367,539 at 4% or $245,026 at 6%; with 50% employer match about $245,026 at 4% or $163,351 at 6%; with 100% employer match about $183,769 at 4% or $122,513 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 9 | $1,701,457 | $132,314 | $14,702iApproximate average salary by contribution assumption: employee only about $367,539 at 4% or $245,026 at 6%; with 50% employer match about $245,026 at 4% or $163,351 at 6%; with 100% employer match about $183,769 at 4% or $122,513 at 6%. |
| 2018 | 1 | 8 | $1,313,260 | $125,917 | $15,740iApproximate average salary by contribution assumption: employee only about $393,491 at 4% or $262,327 at 6%; with 50% employer match about $262,327 at 4% or $174,885 at 6%; with 100% employer match about $196,745 at 4% or $131,164 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 8 | $1,313,260 | $125,917 | $15,740iApproximate average salary by contribution assumption: employee only about $393,491 at 4% or $262,327 at 6%; with 50% employer match about $262,327 at 4% or $174,885 at 6%; with 100% employer match about $196,745 at 4% or $131,164 at 6%. |
| 2017 | 1 | 7 | $1,358,037 | $133,372 | $19,053iApproximate average salary by contribution assumption: employee only about $476,329 at 4% or $317,552 at 6%; with 50% employer match about $317,552 at 4% or $211,702 at 6%; with 100% employer match about $238,164 at 4% or $158,776 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 7 | $1,358,037 | $133,372 | $19,053iApproximate average salary by contribution assumption: employee only about $476,329 at 4% or $317,552 at 6%; with 50% employer match about $317,552 at 4% or $211,702 at 6%; with 100% employer match about $238,164 at 4% or $158,776 at 6%. |
| 2016 | 1 | 6 | $1,159,827 | $104,646 | $17,441iApproximate average salary by contribution assumption: employee only about $436,025 at 4% or $290,683 at 6%; with 50% employer match about $290,683 at 4% or $193,789 at 6%; with 100% employer match about $218,013 at 4% or $145,342 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $1,159,827 | $104,646 | $17,441iApproximate average salary by contribution assumption: employee only about $436,025 at 4% or $290,683 at 6%; with 50% employer match about $290,683 at 4% or $193,789 at 6%; with 100% employer match about $218,013 at 4% or $145,342 at 6%. |
| 2015 | 1 | 6 | $839,559 | $109,838 | $18,306iApproximate average salary by contribution assumption: employee only about $457,658 at 4% or $305,106 at 6%; with 50% employer match about $305,106 at 4% or $203,404 at 6%; with 100% employer match about $228,829 at 4% or $152,553 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $839,559 | $109,838 | $18,306iApproximate average salary by contribution assumption: employee only about $457,658 at 4% or $305,106 at 6%; with 50% employer match about $305,106 at 4% or $203,404 at 6%; with 100% employer match about $228,829 at 4% or $152,553 at 6%. |
| 2014 | 1 | 7 | $752,035 | $90,776 | $12,968iApproximate average salary by contribution assumption: employee only about $324,200 at 4% or $216,133 at 6%; with 50% employer match about $216,133 at 4% or $144,089 at 6%; with 100% employer match about $162,100 at 4% or $108,067 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 7 | $752,035 | $90,776 | $12,968iApproximate average salary by contribution assumption: employee only about $324,200 at 4% or $216,133 at 6%; with 50% employer match about $216,133 at 4% or $144,089 at 6%; with 100% employer match about $162,100 at 4% or $108,067 at 6%. |
| 2013 | 1 | 7 | $606,539 | $98,701 | $14,100iApproximate average salary by contribution assumption: employee only about $352,504 at 4% or $235,002 at 6%; with 50% employer match about $235,002 at 4% or $156,668 at 6%; with 100% employer match about $176,252 at 4% or $117,501 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 7 | $606,539 | $98,701 | $14,100iApproximate average salary by contribution assumption: employee only about $352,504 at 4% or $235,002 at 6%; with 50% employer match about $235,002 at 4% or $156,668 at 6%; with 100% employer match about $176,252 at 4% or $117,501 at 6%. |
| 2012 | 1 | 9 | $572,326 | $112,487 | $12,499iApproximate average salary by contribution assumption: employee only about $312,464 at 4% or $208,309 at 6%; with 50% employer match about $208,309 at 4% or $138,873 at 6%; with 100% employer match about $156,232 at 4% or $104,155 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 9 | $572,326 | $112,487 | $12,499iApproximate average salary by contribution assumption: employee only about $312,464 at 4% or $208,309 at 6%; with 50% employer match about $208,309 at 4% or $138,873 at 6%; with 100% employer match about $156,232 at 4% or $104,155 at 6%. |
| 2011 | 1 | 6 | $454,382 | $82,520 | $13,753iApproximate average salary by contribution assumption: employee only about $343,833 at 4% or $229,222 at 6%; with 50% employer match about $229,222 at 4% or $152,815 at 6%; with 100% employer match about $171,917 at 4% or $114,611 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $454,382 | $82,520 | $13,753iApproximate average salary by contribution assumption: employee only about $343,833 at 4% or $229,222 at 6%; with 50% employer match about $229,222 at 4% or $152,815 at 6%; with 100% employer match about $171,917 at 4% or $114,611 at 6%. |
| 2010 | 1 | 6 | $371,952 | $83,387 | $13,898iApproximate average salary by contribution assumption: employee only about $347,446 at 4% or $231,631 at 6%; with 50% employer match about $231,631 at 4% or $154,420 at 6%; with 100% employer match about $173,723 at 4% or $115,815 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $371,952 | $83,387 | $13,898iApproximate average salary by contribution assumption: employee only about $347,446 at 4% or $231,631 at 6%; with 50% employer match about $231,631 at 4% or $154,420 at 6%; with 100% employer match about $173,723 at 4% or $115,815 at 6%. |
| 2009 | 1 | 6 | $271,042 | $72,484 | $12,081iApproximate average salary by contribution assumption: employee only about $302,017 at 4% or $201,344 at 6%; with 50% employer match about $201,344 at 4% or $134,230 at 6%; with 100% employer match about $151,008 at 4% or $100,672 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $271,042 | $72,484 | $12,081iApproximate average salary by contribution assumption: employee only about $302,017 at 4% or $201,344 at 6%; with 50% employer match about $201,344 at 4% or $134,230 at 6%; with 100% employer match about $151,008 at 4% or $100,672 at 6%. |
| 2008 | 1 | 6 | $225,411 | $52,311 | $8,719iApproximate average salary by contribution assumption: employee only about $217,963 at 4% or $145,308 at 6%; with 50% employer match about $145,308 at 4% or $96,872 at 6%; with 100% employer match about $108,981 at 4% or $72,654 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 6 | $225,411 | $52,311 | $8,719iApproximate average salary by contribution assumption: employee only about $217,963 at 4% or $145,308 at 6%; with 50% employer match about $145,308 at 4% or $96,872 at 6%; with 100% employer match about $108,981 at 4% or $72,654 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 4 | - | - | - |
| 2006 | 1 | 5 | $193,615 | $42,520 | $8,504iApproximate average salary by contribution assumption: employee only about $212,600 at 4% or $141,733 at 6%; with 50% employer match about $141,733 at 4% or $94,489 at 6%; with 100% employer match about $106,300 at 4% or $70,867 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | $193,615 | $42,520 | $8,504iApproximate average salary by contribution assumption: employee only about $212,600 at 4% or $141,733 at 6%; with 50% employer match about $141,733 at 4% or $94,489 at 6%; with 100% employer match about $106,300 at 4% or $70,867 at 6%. |
| 2005 | 1 | 5 | $143,797 | $21,373 | $4,275iApproximate average salary by contribution assumption: employee only about $106,865 at 4% or $71,243 at 6%; with 50% employer match about $71,243 at 4% or $47,496 at 6%; with 100% employer match about $53,433 at 4% or $35,622 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | $143,797 | $21,373 | $4,275iApproximate average salary by contribution assumption: employee only about $106,865 at 4% or $71,243 at 6%; with 50% employer match about $71,243 at 4% or $47,496 at 6%; with 100% employer match about $53,433 at 4% or $35,622 at 6%. |
| 2004 | 1 | 5 | $114,855 | $20,935 | $4,187iApproximate average salary by contribution assumption: employee only about $104,675 at 4% or $69,783 at 6%; with 50% employer match about $69,783 at 4% or $46,522 at 6%; with 100% employer match about $52,338 at 4% or $34,892 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | $114,855 | $20,935 | $4,187iApproximate average salary by contribution assumption: employee only about $104,675 at 4% or $69,783 at 6%; with 50% employer match about $69,783 at 4% or $46,522 at 6%; with 100% employer match about $52,338 at 4% or $34,892 at 6%. |
| 2003 | 1 | 5 | $86,996 | $16,124 | $3,225iApproximate average salary by contribution assumption: employee only about $80,620 at 4% or $53,747 at 6%; with 50% employer match about $53,747 at 4% or $35,831 at 6%; with 100% employer match about $40,310 at 4% or $26,873 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | $86,996 | $16,124 | $3,225iApproximate average salary by contribution assumption: employee only about $80,620 at 4% or $53,747 at 6%; with 50% employer match about $53,747 at 4% or $35,831 at 6%; with 100% employer match about $40,310 at 4% or $26,873 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 5 | - | - | - |
| 2000 | 1 | 3 | $46,627 | $6,794 | $2,265iApproximate average salary by contribution assumption: employee only about $56,617 at 4% or $37,744 at 6%; with 50% employer match about $37,744 at 4% or $25,163 at 6%; with 100% employer match about $28,308 at 4% or $18,872 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 3 | $46,627 | $6,794 | $2,265iApproximate average salary by contribution assumption: employee only about $56,617 at 4% or $37,744 at 6%; with 50% employer match about $37,744 at 4% or $25,163 at 6%; with 100% employer match about $28,308 at 4% or $18,872 at 6%. |
| 1999 | 1 | 3 | $46,368 | $6,404 | $2,135iApproximate average salary by contribution assumption: employee only about $53,367 at 4% or $35,578 at 6%; with 50% employer match about $35,578 at 4% or $23,719 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%. |
| Patrick J. Folliard CPA Profit Sharing Trust | - | 3 | $46,368 | $6,404 | $2,135iApproximate average salary by contribution assumption: employee only about $53,367 at 4% or $35,578 at 6%; with 50% employer match about $35,578 at 4% or $23,719 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%. |