Civic Intelligence

Folkman Asset Management LLC

Plan context: Folkman Asset Management LLC 401 K Profit Sharing Plan Trust

EIN 37-1517816 • Gilbert, AZ • 14 filings • 2 plans

3317 S Higley Rd Ste 114-471Gilbert, AZ 85297-5436
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$585,685

2024 Contributions

$30,472

Historical Graphs

Total Assets Over Time

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

$585,685$292,843$0201120182024YearValue
$585,685Latest year 2024

Participants Over Time

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

110201120182024YearValue
1Latest 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
202411$585,685$30,472$30,472iApproximate average salary by contribution assumption: employee only about $761,800 at 4% or $507,867 at 6%; with 50% employer match about $507,867 at 4% or $338,578 at 6%; with 100% employer match about $380,900 at 4% or $253,933 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$585,685$30,472$30,472iApproximate average salary by contribution assumption: employee only about $761,800 at 4% or $507,867 at 6%; with 50% employer match about $507,867 at 4% or $338,578 at 6%; with 100% employer match about $380,900 at 4% or $253,933 at 6%.
202311$488,864$26,460$26,460iApproximate average salary by contribution assumption: employee only about $661,500 at 4% or $441,000 at 6%; with 50% employer match about $441,000 at 4% or $294,000 at 6%; with 100% employer match about $330,750 at 4% or $220,500 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$488,864$26,460$26,460iApproximate average salary by contribution assumption: employee only about $661,500 at 4% or $441,000 at 6%; with 50% employer match about $441,000 at 4% or $294,000 at 6%; with 100% employer match about $330,750 at 4% or $220,500 at 6%.
202211$397,904$25,560$25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$397,904$25,560$25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%.
202111$395,931$24,255$24,255iApproximate average salary by contribution assumption: employee only about $606,375 at 4% or $404,250 at 6%; with 50% employer match about $404,250 at 4% or $269,500 at 6%; with 100% employer match about $303,188 at 4% or $202,125 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$395,931$24,255$24,255iApproximate average salary by contribution assumption: employee only about $606,375 at 4% or $404,250 at 6%; with 50% employer match about $404,250 at 4% or $269,500 at 6%; with 100% employer match about $303,188 at 4% or $202,125 at 6%.
202011$296,025$24,030$24,030iApproximate average salary by contribution assumption: employee only about $600,750 at 4% or $400,500 at 6%; with 50% employer match about $400,500 at 4% or $267,000 at 6%; with 100% employer match about $300,375 at 4% or $200,250 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$296,025$24,030$24,030iApproximate average salary by contribution assumption: employee only about $600,750 at 4% or $400,500 at 6%; with 50% employer match about $400,500 at 4% or $267,000 at 6%; with 100% employer match about $300,375 at 4% or $200,250 at 6%.
201911$253,585$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$253,585$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201811$194,802$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$194,802$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201711$181,615$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$181,615$31,500$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
201611$134,293$20,790$20,790iApproximate average salary by contribution assumption: employee only about $519,750 at 4% or $346,500 at 6%; with 50% employer match about $346,500 at 4% or $231,000 at 6%; with 100% employer match about $259,875 at 4% or $173,250 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$134,293$20,790$20,790iApproximate average salary by contribution assumption: employee only about $519,750 at 4% or $346,500 at 6%; with 50% employer match about $346,500 at 4% or $231,000 at 6%; with 100% employer match about $259,875 at 4% or $173,250 at 6%.
201511$101,417$19,800$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$101,417$19,800$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
201411$83,242$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$83,242$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201311$64,005$17,604$17,604iApproximate average salary by contribution assumption: employee only about $440,100 at 4% or $293,400 at 6%; with 50% employer match about $293,400 at 4% or $195,600 at 6%; with 100% employer match about $220,050 at 4% or $146,700 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$64,005$17,604$17,604iApproximate average salary by contribution assumption: employee only about $440,100 at 4% or $293,400 at 6%; with 50% employer match about $293,400 at 4% or $195,600 at 6%; with 100% employer match about $220,050 at 4% or $146,700 at 6%.
201211$35,884$16,920$16,920iApproximate average salary by contribution assumption: employee only about $423,000 at 4% or $282,000 at 6%; with 50% employer match about $282,000 at 4% or $188,000 at 6%; with 100% employer match about $211,500 at 4% or $141,000 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$35,884$16,920$16,920iApproximate average salary by contribution assumption: employee only about $423,000 at 4% or $282,000 at 6%; with 50% employer match about $282,000 at 4% or $188,000 at 6%; with 100% employer match about $211,500 at 4% or $141,000 at 6%.
201111$15,090$16,524$16,524iApproximate average salary by contribution assumption: employee only about $413,100 at 4% or $275,400 at 6%; with 50% employer match about $275,400 at 4% or $183,600 at 6%; with 100% employer match about $206,550 at 4% or $137,700 at 6%.
Folkman Asset Management LLC 401 K Profit Sharing Plan Trust-1$15,090$16,524$16,524iApproximate average salary by contribution assumption: employee only about $413,100 at 4% or $275,400 at 6%; with 50% employer match about $275,400 at 4% or $183,600 at 6%; with 100% employer match about $206,550 at 4% or $137,700 at 6%.