Civic Intelligence

Stephen S. Polan CPA LLC

Plan context: Stephen S. Polan, CPA LLC Profit Sharing Plan

EIN 52-2285401 • Bethesda, MD • 12 filings • 4 plans

7700 Old Georgetown Road, Suite 630Bethesda, MD 20814
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$1,192,940

2021 Contributions

$82,261

Historical Graphs

Total Assets Over Time

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

$1,192,940$596,470$0201020162021YearValue
$1,192,940Latest year 2021

Participants Over Time

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

320201020162021YearValue
3Latest year 2021

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
202113$1,192,940$82,261$27,420iApproximate average salary by contribution assumption: employee only about $685,508 at 4% or $457,006 at 6%; with 50% employer match about $457,006 at 4% or $304,670 at 6%; with 100% employer match about $342,754 at 4% or $228,503 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$1,192,940$82,261$27,420iApproximate average salary by contribution assumption: employee only about $685,508 at 4% or $457,006 at 6%; with 50% employer match about $457,006 at 4% or $304,670 at 6%; with 100% employer match about $342,754 at 4% or $228,503 at 6%.
202013$972,838$81,039$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$972,838$81,039$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
201913$740,460$57,069$19,023iApproximate average salary by contribution assumption: employee only about $475,575 at 4% or $317,050 at 6%; with 50% employer match about $317,050 at 4% or $211,367 at 6%; with 100% employer match about $237,788 at 4% or $158,525 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$740,460$57,069$19,023iApproximate average salary by contribution assumption: employee only about $475,575 at 4% or $317,050 at 6%; with 50% employer match about $317,050 at 4% or $211,367 at 6%; with 100% employer match about $237,788 at 4% or $158,525 at 6%.
201813$545,535$54,610$18,203iApproximate average salary by contribution assumption: employee only about $455,083 at 4% or $303,389 at 6%; with 50% employer match about $303,389 at 4% or $202,259 at 6%; with 100% employer match about $227,542 at 4% or $151,694 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$545,535$54,610$18,203iApproximate average salary by contribution assumption: employee only about $455,083 at 4% or $303,389 at 6%; with 50% employer match about $303,389 at 4% or $202,259 at 6%; with 100% employer match about $227,542 at 4% or $151,694 at 6%.
201713$528,472$67,934$22,645iApproximate average salary by contribution assumption: employee only about $566,117 at 4% or $377,411 at 6%; with 50% employer match about $377,411 at 4% or $251,607 at 6%; with 100% employer match about $283,058 at 4% or $188,706 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$528,472$67,934$22,645iApproximate average salary by contribution assumption: employee only about $566,117 at 4% or $377,411 at 6%; with 50% employer match about $377,411 at 4% or $251,607 at 6%; with 100% employer match about $283,058 at 4% or $188,706 at 6%.
201613$372,671$30,602$10,201iApproximate average salary by contribution assumption: employee only about $255,017 at 4% or $170,011 at 6%; with 50% employer match about $170,011 at 4% or $113,341 at 6%; with 100% employer match about $127,508 at 4% or $85,006 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$372,671$30,602$10,201iApproximate average salary by contribution assumption: employee only about $255,017 at 4% or $170,011 at 6%; with 50% employer match about $170,011 at 4% or $113,341 at 6%; with 100% employer match about $127,508 at 4% or $85,006 at 6%.
201513$306,042$35,583$11,861iApproximate average salary by contribution assumption: employee only about $296,525 at 4% or $197,683 at 6%; with 50% employer match about $197,683 at 4% or $131,789 at 6%; with 100% employer match about $148,263 at 4% or $98,842 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$306,042$35,583$11,861iApproximate average salary by contribution assumption: employee only about $296,525 at 4% or $197,683 at 6%; with 50% employer match about $197,683 at 4% or $131,789 at 6%; with 100% employer match about $148,263 at 4% or $98,842 at 6%.
201413$284,020$23,843$7,948iApproximate average salary by contribution assumption: employee only about $198,692 at 4% or $132,461 at 6%; with 50% employer match about $132,461 at 4% or $88,307 at 6%; with 100% employer match about $99,346 at 4% or $66,231 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$284,020$23,843$7,948iApproximate average salary by contribution assumption: employee only about $198,692 at 4% or $132,461 at 6%; with 50% employer match about $132,461 at 4% or $88,307 at 6%; with 100% employer match about $99,346 at 4% or $66,231 at 6%.
201312$267,025$19,255$9,628iApproximate average salary by contribution assumption: employee only about $240,688 at 4% or $160,458 at 6%; with 50% employer match about $160,458 at 4% or $106,972 at 6%; with 100% employer match about $120,344 at 4% or $80,229 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-2$267,025$19,255$9,628iApproximate average salary by contribution assumption: employee only about $240,688 at 4% or $160,458 at 6%; with 50% employer match about $160,458 at 4% or $106,972 at 6%; with 100% employer match about $120,344 at 4% or $80,229 at 6%.
201212$179,302$28,469$14,235iApproximate average salary by contribution assumption: employee only about $355,863 at 4% or $237,242 at 6%; with 50% employer match about $237,242 at 4% or $158,161 at 6%; with 100% employer match about $177,931 at 4% or $118,621 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-2$179,302$28,469$14,235iApproximate average salary by contribution assumption: employee only about $355,863 at 4% or $237,242 at 6%; with 50% employer match about $237,242 at 4% or $158,161 at 6%; with 100% employer match about $177,931 at 4% or $118,621 at 6%.
201113$138,317$36,053$12,018iApproximate average salary by contribution assumption: employee only about $300,442 at 4% or $200,294 at 6%; with 50% employer match about $200,294 at 4% or $133,530 at 6%; with 100% employer match about $150,221 at 4% or $100,147 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-3$138,317$36,053$12,018iApproximate average salary by contribution assumption: employee only about $300,442 at 4% or $200,294 at 6%; with 50% employer match about $200,294 at 4% or $133,530 at 6%; with 100% employer match about $150,221 at 4% or $100,147 at 6%.
201012$110,807$15,794$7,897iApproximate average salary by contribution assumption: employee only about $197,425 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,744 at 6%; with 100% employer match about $98,713 at 4% or $65,808 at 6%.
Stephen S. Polan, CPA LLC Profit Sharing Plan-2$110,807$15,794$7,897iApproximate average salary by contribution assumption: employee only about $197,425 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,744 at 6%; with 100% employer match about $98,713 at 4% or $65,808 at 6%.