Bill Pollard, Jr., CPA
Plan context: Bill Pollard, Jr., CPA Defined Benefit Plan & Trust
EIN 68-0251993 • Tracy, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$1,000,740
2014 Contributions
$100,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 3 | $1,000,740 | $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 | $1,000,740 | $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%. |
| 2013 | 1 | 3 | $796,895 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Bill Pollard, Jr., CPA Defined Benefit Plan & Trust | - | 3 | $796,895 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2012 | 1 | 3 | $549,054 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Bill Pollard, Jr., CPA Defined Benefit Plan & Trust | - | 3 | $549,054 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2011 | 1 | 3 | $324,726 | $207,868 | $69,289iApproximate average salary by contribution assumption: employee only about $1,732,233 at 4% or $1,154,822 at 6%; with 50% employer match about $1,154,822 at 4% or $769,881 at 6%; with 100% employer match about $866,117 at 4% or $577,411 at 6%. |
| Bill Pollard, Jr., CPA Defined Benefit Plan & Trust | - | 3 | $324,726 | $207,868 | $69,289iApproximate average salary by contribution assumption: employee only about $1,732,233 at 4% or $1,154,822 at 6%; with 50% employer match about $1,154,822 at 4% or $769,881 at 6%; with 100% employer match about $866,117 at 4% or $577,411 at 6%. |
| 2010 | 1 | 3 | $120,000 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Bill Pollard, Jr., CPA Defined Benefit Plan & Trust | - | 3 | $120,000 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |