Civic Intelligence

Jorge Poliak, M.D.

Plan context: JORGE POLIAK, M.D. PROFIT SHARING PLAN

EIN 75-2023631 • Dallas, TX • 10 filings • 4 plans

5805 EdinburghDallas, TX 75252
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,474,028

2009 Contributions

$39,617

Historical Graphs

Total Assets Over Time

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

$2,064,558$1,032,279$0200020042008YearValue
$1,474,028Latest year 2008

Participants Over Time

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

320200020042008YearValue
3Latest year 2008

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
200910$0$0-
JORGE POLIAK, M.D. PROFIT SHARING PLAN-0$0$0-
200813$1,474,028$0-
JORGE POLIAK, M.D. PROFIT SHARING PLAN-3$1,474,028--
200712$2,064,558$39,617$19,809iApproximate average salary by contribution assumption: employee only about $495,213 at 4% or $330,142 at 6%; with 50% employer match about $330,142 at 4% or $220,094 at 6%; with 100% employer match about $247,606 at 4% or $165,071 at 6%.
JORGE POLIAK, M.D. PROFIT SHARING PLAN-2$2,064,558$39,617$19,809iApproximate average salary by contribution assumption: employee only about $495,213 at 4% or $330,142 at 6%; with 50% employer match about $330,142 at 4% or $220,094 at 6%; with 100% employer match about $247,606 at 4% or $165,071 at 6%.
200612$1,971,362$45,840$22,920iApproximate average salary by contribution assumption: employee only about $573,000 at 4% or $382,000 at 6%; with 50% employer match about $382,000 at 4% or $254,667 at 6%; with 100% employer match about $286,500 at 4% or $191,000 at 6%.
JORGE POLIAK,M.D. PROFIT SHARIN PLAN-2$1,971,362$45,840$22,920iApproximate average salary by contribution assumption: employee only about $573,000 at 4% or $382,000 at 6%; with 50% employer match about $382,000 at 4% or $254,667 at 6%; with 100% employer match about $286,500 at 4% or $191,000 at 6%.
200513$1,646,221$44,956$14,985iApproximate average salary by contribution assumption: employee only about $374,633 at 4% or $249,756 at 6%; with 50% employer match about $249,756 at 4% or $166,504 at 6%; with 100% employer match about $187,317 at 4% or $124,878 at 6%.
JORGE POLIAK,M.D. PROFIT SHARIN PLAN-3$1,646,221$44,956$14,985iApproximate average salary by contribution assumption: employee only about $374,633 at 4% or $249,756 at 6%; with 50% employer match about $249,756 at 4% or $166,504 at 6%; with 100% employer match about $187,317 at 4% or $124,878 at 6%.
200413$1,464,811$47,821$15,940iApproximate average salary by contribution assumption: employee only about $398,508 at 4% or $265,672 at 6%; with 50% employer match about $265,672 at 4% or $177,115 at 6%; with 100% employer match about $199,254 at 4% or $132,836 at 6%.
Jorge Poliak, M.D. Money Purchase Plan-3$1,464,811$47,821$15,940iApproximate average salary by contribution assumption: employee only about $398,508 at 4% or $265,672 at 6%; with 50% employer match about $265,672 at 4% or $177,115 at 6%; with 100% employer match about $199,254 at 4% or $132,836 at 6%.
200312$1,219,426$44,103$22,052iApproximate average salary by contribution assumption: employee only about $551,288 at 4% or $367,525 at 6%; with 50% employer match about $367,525 at 4% or $245,017 at 6%; with 100% employer match about $275,644 at 4% or $183,763 at 6%.
Jorge Poliak, M.D. Money Purchase Plan-2$1,219,426$44,103$22,052iApproximate average salary by contribution assumption: employee only about $551,288 at 4% or $367,525 at 6%; with 50% employer match about $367,525 at 4% or $245,017 at 6%; with 100% employer match about $275,644 at 4% or $183,763 at 6%.
200212$880,347$42,996$21,498iApproximate average salary by contribution assumption: employee only about $537,450 at 4% or $358,300 at 6%; with 50% employer match about $358,300 at 4% or $238,867 at 6%; with 100% employer match about $268,725 at 4% or $179,150 at 6%.
Jorge Poliak, M.D. Money Purchase Plan-2$880,347$42,996$21,498iApproximate average salary by contribution assumption: employee only about $537,450 at 4% or $358,300 at 6%; with 50% employer match about $358,300 at 4% or $238,867 at 6%; with 100% employer match about $268,725 at 4% or $179,150 at 6%.
200113$960,295$40,030$13,343iApproximate average salary by contribution assumption: employee only about $333,583 at 4% or $222,389 at 6%; with 50% employer match about $222,389 at 4% or $148,259 at 6%; with 100% employer match about $166,792 at 4% or $111,194 at 6%.
Jorge Poliak, M.D. Money Purchase Plan-3$960,295$40,030$13,343iApproximate average salary by contribution assumption: employee only about $333,583 at 4% or $222,389 at 6%; with 50% employer match about $222,389 at 4% or $148,259 at 6%; with 100% employer match about $166,792 at 4% or $111,194 at 6%.
200012$973,201$33,710$16,855iApproximate average salary by contribution assumption: employee only about $421,375 at 4% or $280,917 at 6%; with 50% employer match about $280,917 at 4% or $187,278 at 6%; with 100% employer match about $210,688 at 4% or $140,458 at 6%.
Jorge Poliak, M.D. Money Purchase Plan-2$973,201$33,710$16,855iApproximate average salary by contribution assumption: employee only about $421,375 at 4% or $280,917 at 6%; with 50% employer match about $280,917 at 4% or $187,278 at 6%; with 100% employer match about $210,688 at 4% or $140,458 at 6%.