Civic Intelligence

Bill Pollard, Jr., CPA

Plan context: Bill Pollard, Jr., CPA Defined Benefit Plan & Trust

EIN 68-0215993 • Tracy, CA • 8 filings • 1 plans

79 East Eleventh StreetTracy, CA 95376
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$2,808,321

2022 Contributions

$88,851

Historical Graphs

Total Assets Over Time

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

$2,808,321$1,404,161$0201520182021YearValue
$2,808,321Latest year 2021

Participants Over Time

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

530201520182021YearValue
4Latest 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
202210$0$0-
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-0$0--
202114$2,808,321$88,851$22,213iApproximate average salary by contribution assumption: employee only about $555,319 at 4% or $370,213 at 6%; with 50% employer match about $370,213 at 4% or $246,808 at 6%; with 100% employer match about $277,659 at 4% or $185,106 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-4$2,808,321$88,851$22,213iApproximate average salary by contribution assumption: employee only about $555,319 at 4% or $370,213 at 6%; with 50% employer match about $370,213 at 4% or $246,808 at 6%; with 100% employer match about $277,659 at 4% or $185,106 at 6%.
202014$2,628,775$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-4$2,628,775$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201914$2,419,667$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-4$2,419,667$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201813$1,963,195$351,000$117,000iApproximate average salary by contribution assumption: employee only about $2,925,000 at 4% or $1,950,000 at 6%; with 50% employer match about $1,950,000 at 4% or $1,300,000 at 6%; with 100% employer match about $1,462,500 at 4% or $975,000 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-3$1,963,195$351,000$117,000iApproximate average salary by contribution assumption: employee only about $2,925,000 at 4% or $1,950,000 at 6%; with 50% employer match about $1,950,000 at 4% or $1,300,000 at 6%; with 100% employer match about $1,462,500 at 4% or $975,000 at 6%.
201713$1,501,896$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-3$1,501,896$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
201615$1,250,730$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-5$1,250,730$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201513$1,185,106$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Bill Pollard, Jr., CPA Defined Benefit Plan & Trust-3$1,185,106$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.