Polk Read Enterprise Services
Plan context: Polk Read Enterprise Services 401 K Profit Sharing Plan Trust
EIN 47-1168768 • Malibu, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$69,622
2023 Contributions
$30,500
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $69,622 | $30,500 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 1 | $69,622 | $30,500 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2022 | 1 | 1 | $28,136 | $27,163 | $27,163iApproximate average salary by contribution assumption: employee only about $679,075 at 4% or $452,717 at 6%; with 50% employer match about $452,717 at 4% or $301,811 at 6%; with 100% employer match about $339,538 at 4% or $226,358 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 1 | $28,136 | $27,163 | $27,163iApproximate average salary by contribution assumption: employee only about $679,075 at 4% or $452,717 at 6%; with 50% employer match about $452,717 at 4% or $301,811 at 6%; with 100% employer match about $339,538 at 4% or $226,358 at 6%. |
| 2019 | 1 | 3 | $139,632 | $41,253 | $13,751iApproximate average salary by contribution assumption: employee only about $343,775 at 4% or $229,183 at 6%; with 50% employer match about $229,183 at 4% or $152,789 at 6%; with 100% employer match about $171,888 at 4% or $114,592 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 3 | $139,632 | $41,253 | $13,751iApproximate average salary by contribution assumption: employee only about $343,775 at 4% or $229,183 at 6%; with 50% employer match about $229,183 at 4% or $152,789 at 6%; with 100% employer match about $171,888 at 4% or $114,592 at 6%. |
| 2018 | 1 | 2 | $75,408 | $38,714 | $19,357iApproximate average salary by contribution assumption: employee only about $483,925 at 4% or $322,617 at 6%; with 50% employer match about $322,617 at 4% or $215,078 at 6%; with 100% employer match about $241,963 at 4% or $161,308 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 2 | $75,408 | $38,714 | $19,357iApproximate average salary by contribution assumption: employee only about $483,925 at 4% or $322,617 at 6%; with 50% employer match about $322,617 at 4% or $215,078 at 6%; with 100% employer match about $241,963 at 4% or $161,308 at 6%. |
| 2017 | 1 | 2 | $43,054 | $32,987 | $16,494iApproximate average salary by contribution assumption: employee only about $412,338 at 4% or $274,892 at 6%; with 50% employer match about $274,892 at 4% or $183,261 at 6%; with 100% employer match about $206,169 at 4% or $137,446 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 2 | $43,054 | $32,987 | $16,494iApproximate average salary by contribution assumption: employee only about $412,338 at 4% or $274,892 at 6%; with 50% employer match about $274,892 at 4% or $183,261 at 6%; with 100% employer match about $206,169 at 4% or $137,446 at 6%. |
| 2016 | 1 | 2 | $10,310 | $9,694 | $4,847iApproximate average salary by contribution assumption: employee only about $121,175 at 4% or $80,783 at 6%; with 50% employer match about $80,783 at 4% or $53,856 at 6%; with 100% employer match about $60,588 at 4% or $40,392 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 2 | $10,310 | $9,694 | $4,847iApproximate average salary by contribution assumption: employee only about $121,175 at 4% or $80,783 at 6%; with 50% employer match about $80,783 at 4% or $53,856 at 6%; with 100% employer match about $60,588 at 4% or $40,392 at 6%. |
| 2015 | 1 | 4 | $543 | $544 | $136iApproximate average salary by contribution assumption: employee only about $3,400 at 4% or $2,267 at 6%; with 50% employer match about $2,267 at 4% or $1,511 at 6%; with 100% employer match about $1,700 at 4% or $1,133 at 6%. |
| Polk Read Enterprise Services 401 K Profit Sharing Plan Trust | - | 4 | $543 | $544 | $136iApproximate average salary by contribution assumption: employee only about $3,400 at 4% or $2,267 at 6%; with 50% employer match about $2,267 at 4% or $1,511 at 6%; with 100% employer match about $1,700 at 4% or $1,133 at 6%. |