Civic Intelligence

Robert S. Polay CPA LLC

Plan context: Polay Financial Management 401K Plan

EIN 58-2460100 • 4 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$3,123

2004 Contributions

$739

Historical Graphs

Total Assets Over Time

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

$3,123$1,562$020022003YearValue
$3,123Latest year 2003

Participants Over Time

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

420200120022003YearValue
3Latest year 2003

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
200410$0$0-
Polay Financial Management 401K Plan-0---
200313$3,123$0-
Polay Financial Management 401K Plan-3$3,123--
200214$2,594$739$185iApproximate average salary by contribution assumption: employee only about $4,619 at 4% or $3,079 at 6%; with 50% employer match about $3,079 at 4% or $2,053 at 6%; with 100% employer match about $2,309 at 4% or $1,540 at 6%.
Polay Financial Management 401K Plan-4$2,594$739$185iApproximate average salary by contribution assumption: employee only about $4,619 at 4% or $3,079 at 6%; with 50% employer match about $3,079 at 4% or $2,053 at 6%; with 100% employer match about $2,309 at 4% or $1,540 at 6%.
200114$0$0-
Polay Financial Management 401K Plan-4---