Civic Intelligence

Polaris Greystone Financial Group LLC

Plan context: Polaris Greystone Financial Group 401(K) & Ps Plan

EIN 38-3268411 • Troy, MI • 7 filings • 2 plans

305 W. Big Beaver Rd. Suite 205Troy, MI 48084
Current Snapshot

Latest Year

2019

2019 Participants

48

2019 Assets

$2,987,105

2019 Contributions

$803,380

Historical Graphs

Total Assets Over Time

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

$2,987,105$1,493,553$0201320162019YearValue
$2,987,105Latest year 2019

Participants Over Time

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

48240201320162019YearValue
48Latest year 2019

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
2019148$2,987,105$803,380$16,737iApproximate average salary by contribution assumption: employee only about $418,427 at 4% or $278,951 at 6%; with 50% employer match about $278,951 at 4% or $185,968 at 6%; with 100% employer match about $209,214 at 4% or $139,476 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-48$2,987,105$803,380$16,737iApproximate average salary by contribution assumption: employee only about $418,427 at 4% or $278,951 at 6%; with 50% employer match about $278,951 at 4% or $185,968 at 6%; with 100% employer match about $209,214 at 4% or $139,476 at 6%.
2018142$1,930,693$547,334$13,032iApproximate average salary by contribution assumption: employee only about $325,794 at 4% or $217,196 at 6%; with 50% employer match about $217,196 at 4% or $144,797 at 6%; with 100% employer match about $162,897 at 4% or $108,598 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-42$1,930,693$547,334$13,032iApproximate average salary by contribution assumption: employee only about $325,794 at 4% or $217,196 at 6%; with 50% employer match about $217,196 at 4% or $144,797 at 6%; with 100% employer match about $162,897 at 4% or $108,598 at 6%.
2017138$1,856,992$691,996$18,210iApproximate average salary by contribution assumption: employee only about $455,261 at 4% or $303,507 at 6%; with 50% employer match about $303,507 at 4% or $202,338 at 6%; with 100% employer match about $227,630 at 4% or $151,754 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-38$1,856,992$691,996$18,210iApproximate average salary by contribution assumption: employee only about $455,261 at 4% or $303,507 at 6%; with 50% employer match about $303,507 at 4% or $202,338 at 6%; with 100% employer match about $227,630 at 4% or $151,754 at 6%.
2016137$1,017,595$69,350$1,874iApproximate average salary by contribution assumption: employee only about $46,858 at 4% or $31,239 at 6%; with 50% employer match about $31,239 at 4% or $20,826 at 6%; with 100% employer match about $23,429 at 4% or $15,619 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-37$1,017,595$69,350$1,874iApproximate average salary by contribution assumption: employee only about $46,858 at 4% or $31,239 at 6%; with 50% employer match about $31,239 at 4% or $20,826 at 6%; with 100% employer match about $23,429 at 4% or $15,619 at 6%.
2015143$955,241$189,749$4,413iApproximate average salary by contribution assumption: employee only about $110,319 at 4% or $73,546 at 6%; with 50% employer match about $73,546 at 4% or $49,031 at 6%; with 100% employer match about $55,160 at 4% or $36,773 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-43$955,241$189,749$4,413iApproximate average salary by contribution assumption: employee only about $110,319 at 4% or $73,546 at 6%; with 50% employer match about $73,546 at 4% or $49,031 at 6%; with 100% employer match about $55,160 at 4% or $36,773 at 6%.
2014112$208,597$202,746$16,896iApproximate average salary by contribution assumption: employee only about $422,388 at 4% or $281,592 at 6%; with 50% employer match about $281,592 at 4% or $187,728 at 6%; with 100% employer match about $211,194 at 4% or $140,796 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-12$208,597$202,746$16,896iApproximate average salary by contribution assumption: employee only about $422,388 at 4% or $281,592 at 6%; with 50% employer match about $281,592 at 4% or $187,728 at 6%; with 100% employer match about $211,194 at 4% or $140,796 at 6%.
2013110$24,074$29,418$2,942iApproximate average salary by contribution assumption: employee only about $73,545 at 4% or $49,030 at 6%; with 50% employer match about $49,030 at 4% or $32,687 at 6%; with 100% employer match about $36,773 at 4% or $24,515 at 6%.
Polaris Greystone Financial Group 401(K) & Ps Plan-10$24,074$29,418$2,942iApproximate average salary by contribution assumption: employee only about $73,545 at 4% or $49,030 at 6%; with 50% employer match about $49,030 at 4% or $32,687 at 6%; with 100% employer match about $36,773 at 4% or $24,515 at 6%.