Civic Intelligence

Poulos Lopiccolo PC

Plan context: Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust

EIN 45-2539621 • Ocean, NJ • 12 filings • 2 plans

1305 Roller RdOcean, NJ 07712
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,181,611

2024 Contributions

$46,209

Historical Graphs

Total Assets Over Time

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

$1,181,611$590,806$0201320192024YearValue
$1,181,611Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202414$1,181,611$46,209$11,552iApproximate average salary by contribution assumption: employee only about $288,806 at 4% or $192,538 at 6%; with 50% employer match about $192,538 at 4% or $128,358 at 6%; with 100% employer match about $144,403 at 4% or $96,269 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$1,181,611$46,209$11,552iApproximate average salary by contribution assumption: employee only about $288,806 at 4% or $192,538 at 6%; with 50% employer match about $192,538 at 4% or $128,358 at 6%; with 100% employer match about $144,403 at 4% or $96,269 at 6%.
202313$982,990$61,813$20,604iApproximate average salary by contribution assumption: employee only about $515,108 at 4% or $343,406 at 6%; with 50% employer match about $343,406 at 4% or $228,937 at 6%; with 100% employer match about $257,554 at 4% or $171,703 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-3$982,990$61,813$20,604iApproximate average salary by contribution assumption: employee only about $515,108 at 4% or $343,406 at 6%; with 50% employer match about $343,406 at 4% or $228,937 at 6%; with 100% employer match about $257,554 at 4% or $171,703 at 6%.
202214$744,075$56,457$14,114iApproximate average salary by contribution assumption: employee only about $352,856 at 4% or $235,238 at 6%; with 50% employer match about $235,238 at 4% or $156,825 at 6%; with 100% employer match about $176,428 at 4% or $117,619 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$744,075$56,457$14,114iApproximate average salary by contribution assumption: employee only about $352,856 at 4% or $235,238 at 6%; with 50% employer match about $235,238 at 4% or $156,825 at 6%; with 100% employer match about $176,428 at 4% or $117,619 at 6%.
202114$820,497$49,181$12,295iApproximate average salary by contribution assumption: employee only about $307,381 at 4% or $204,921 at 6%; with 50% employer match about $204,921 at 4% or $136,614 at 6%; with 100% employer match about $153,691 at 4% or $102,460 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$820,497$49,181$12,295iApproximate average salary by contribution assumption: employee only about $307,381 at 4% or $204,921 at 6%; with 50% employer match about $204,921 at 4% or $136,614 at 6%; with 100% employer match about $153,691 at 4% or $102,460 at 6%.
202014$648,059$44,625$11,156iApproximate average salary by contribution assumption: employee only about $278,906 at 4% or $185,938 at 6%; with 50% employer match about $185,938 at 4% or $123,958 at 6%; with 100% employer match about $139,453 at 4% or $92,969 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$648,059$44,625$11,156iApproximate average salary by contribution assumption: employee only about $278,906 at 4% or $185,938 at 6%; with 50% employer match about $185,938 at 4% or $123,958 at 6%; with 100% employer match about $139,453 at 4% or $92,969 at 6%.
201914$542,265$55,200$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$542,265$55,200$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
201814$410,093$46,925$11,731iApproximate average salary by contribution assumption: employee only about $293,281 at 4% or $195,521 at 6%; with 50% employer match about $195,521 at 4% or $130,347 at 6%; with 100% employer match about $146,641 at 4% or $97,760 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$410,093$46,925$11,731iApproximate average salary by contribution assumption: employee only about $293,281 at 4% or $195,521 at 6%; with 50% employer match about $195,521 at 4% or $130,347 at 6%; with 100% employer match about $146,641 at 4% or $97,760 at 6%.
201714$386,833$114,221$28,555iApproximate average salary by contribution assumption: employee only about $713,881 at 4% or $475,921 at 6%; with 50% employer match about $475,921 at 4% or $317,281 at 6%; with 100% employer match about $356,941 at 4% or $237,960 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-4$386,833$114,221$28,555iApproximate average salary by contribution assumption: employee only about $713,881 at 4% or $475,921 at 6%; with 50% employer match about $475,921 at 4% or $317,281 at 6%; with 100% employer match about $356,941 at 4% or $237,960 at 6%.
201612$228,354$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-2$228,354$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
201512$168,235$150,092$75,046iApproximate average salary by contribution assumption: employee only about $1,876,150 at 4% or $1,250,767 at 6%; with 50% employer match about $1,250,767 at 4% or $833,844 at 6%; with 100% employer match about $938,075 at 4% or $625,383 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-2$168,235$150,092$75,046iApproximate average salary by contribution assumption: employee only about $1,876,150 at 4% or $1,250,767 at 6%; with 50% employer match about $1,250,767 at 4% or $833,844 at 6%; with 100% employer match about $938,075 at 4% or $625,383 at 6%.
201412$12,094$6,930$3,465iApproximate average salary by contribution assumption: employee only about $86,625 at 4% or $57,750 at 6%; with 50% employer match about $57,750 at 4% or $38,500 at 6%; with 100% employer match about $43,313 at 4% or $28,875 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-2$12,094$6,930$3,465iApproximate average salary by contribution assumption: employee only about $86,625 at 4% or $57,750 at 6%; with 50% employer match about $57,750 at 4% or $38,500 at 6%; with 100% employer match about $43,313 at 4% or $28,875 at 6%.
201312$4,727$4,480$2,240iApproximate average salary by contribution assumption: employee only about $56,000 at 4% or $37,333 at 6%; with 50% employer match about $37,333 at 4% or $24,889 at 6%; with 100% employer match about $28,000 at 4% or $18,667 at 6%.
Poulos Lopiccolo PC 401(K) Profit Sharing Plan & Trust-2$4,727$4,480$2,240iApproximate average salary by contribution assumption: employee only about $56,000 at 4% or $37,333 at 6%; with 50% employer match about $37,333 at 4% or $24,889 at 6%; with 100% employer match about $28,000 at 4% or $18,667 at 6%.