Civic Intelligence

Poulos & Bennett LLC

Plan context: Poulos & Bennett LLC Retirement Plan

EIN 80-0368667 • Orlando, FL • 13 filings • 2 plans

2602 E Livingston StOrlando, FL 32803-5850
Current Snapshot

Latest Year

2024

2024 Participants

68

2024 Assets

$4,651,218

2024 Contributions

$572,503

Historical Graphs

Total Assets Over Time

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

$4,651,218$2,325,609$0201220182023YearValue
$4,651,218Latest year 2023

Participants Over Time

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

74370201220182023YearValue
68Latest year 2023

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
202410$0$572,503-
Poulos & Bennett LLC Retirement Plan-0$0$572,503-
2023168$4,651,218$642,646$9,451iApproximate average salary by contribution assumption: employee only about $236,267 at 4% or $157,511 at 6%; with 50% employer match about $157,511 at 4% or $105,008 at 6%; with 100% employer match about $118,133 at 4% or $78,756 at 6%.
Poulos & Bennett LLC Retirement Plan-68$4,651,218$642,646$9,451iApproximate average salary by contribution assumption: employee only about $236,267 at 4% or $157,511 at 6%; with 50% employer match about $157,511 at 4% or $105,008 at 6%; with 100% employer match about $118,133 at 4% or $78,756 at 6%.
2022161$3,478,618$509,723$8,356iApproximate average salary by contribution assumption: employee only about $208,903 at 4% or $139,269 at 6%; with 50% employer match about $139,269 at 4% or $92,846 at 6%; with 100% employer match about $104,451 at 4% or $69,634 at 6%.
Poulos & Bennett LLC Retirement Plan-61$3,478,618$509,723$8,356iApproximate average salary by contribution assumption: employee only about $208,903 at 4% or $139,269 at 6%; with 50% employer match about $139,269 at 4% or $92,846 at 6%; with 100% employer match about $104,451 at 4% or $69,634 at 6%.
2021155$3,896,127$525,911$9,562iApproximate average salary by contribution assumption: employee only about $239,050 at 4% or $159,367 at 6%; with 50% employer match about $159,367 at 4% or $106,245 at 6%; with 100% employer match about $119,525 at 4% or $79,683 at 6%.
Poulos & Bennett LLC Retirement Plan-55$3,896,127$525,911$9,562iApproximate average salary by contribution assumption: employee only about $239,050 at 4% or $159,367 at 6%; with 50% employer match about $159,367 at 4% or $106,245 at 6%; with 100% employer match about $119,525 at 4% or $79,683 at 6%.
2020161$3,072,295$573,044$9,394iApproximate average salary by contribution assumption: employee only about $234,854 at 4% or $156,569 at 6%; with 50% employer match about $156,569 at 4% or $104,380 at 6%; with 100% employer match about $117,427 at 4% or $78,285 at 6%.
Poulos & Bennett LLC Retirement Plan-61$3,072,295$573,044$9,394iApproximate average salary by contribution assumption: employee only about $234,854 at 4% or $156,569 at 6%; with 50% employer match about $156,569 at 4% or $104,380 at 6%; with 100% employer match about $117,427 at 4% or $78,285 at 6%.
2019174$3,091,088$456,913$6,175iApproximate average salary by contribution assumption: employee only about $154,363 at 4% or $102,908 at 6%; with 50% employer match about $102,908 at 4% or $68,606 at 6%; with 100% employer match about $77,181 at 4% or $51,454 at 6%.
Poulos & Bennett LLC Retirement Plan-74$3,091,088$456,913$6,175iApproximate average salary by contribution assumption: employee only about $154,363 at 4% or $102,908 at 6%; with 50% employer match about $102,908 at 4% or $68,606 at 6%; with 100% employer match about $77,181 at 4% or $51,454 at 6%.
2018156$2,156,838$395,410$7,061iApproximate average salary by contribution assumption: employee only about $176,522 at 4% or $117,682 at 6%; with 50% employer match about $117,682 at 4% or $78,454 at 6%; with 100% employer match about $88,261 at 4% or $58,841 at 6%.
Poulos & Bennett LLC Retirement Plan-56$2,156,838$395,410$7,061iApproximate average salary by contribution assumption: employee only about $176,522 at 4% or $117,682 at 6%; with 50% employer match about $117,682 at 4% or $78,454 at 6%; with 100% employer match about $88,261 at 4% or $58,841 at 6%.
2017145$1,963,002$747,050$16,601iApproximate average salary by contribution assumption: employee only about $415,028 at 4% or $276,685 at 6%; with 50% employer match about $276,685 at 4% or $184,457 at 6%; with 100% employer match about $207,514 at 4% or $138,343 at 6%.
Poulos & Bennett LLC Retirement Plan-45$1,963,002$747,050$16,601iApproximate average salary by contribution assumption: employee only about $415,028 at 4% or $276,685 at 6%; with 50% employer match about $276,685 at 4% or $184,457 at 6%; with 100% employer match about $207,514 at 4% or $138,343 at 6%.
2016140$1,125,425$232,257$5,806iApproximate average salary by contribution assumption: employee only about $145,161 at 4% or $96,774 at 6%; with 50% employer match about $96,774 at 4% or $64,516 at 6%; with 100% employer match about $72,580 at 4% or $48,387 at 6%.
Poulos & Bennett LLC Retirement Plan-40$1,125,425$232,257$5,806iApproximate average salary by contribution assumption: employee only about $145,161 at 4% or $96,774 at 6%; with 50% employer match about $96,774 at 4% or $64,516 at 6%; with 100% employer match about $72,580 at 4% or $48,387 at 6%.
2015120$828,710$591,995$29,600iApproximate average salary by contribution assumption: employee only about $739,994 at 4% or $493,329 at 6%; with 50% employer match about $493,329 at 4% or $328,886 at 6%; with 100% employer match about $369,997 at 4% or $246,665 at 6%.
Poulos & Bennett LLC Retirement Plan-20$828,710$591,995$29,600iApproximate average salary by contribution assumption: employee only about $739,994 at 4% or $493,329 at 6%; with 50% employer match about $493,329 at 4% or $328,886 at 6%; with 100% employer match about $369,997 at 4% or $246,665 at 6%.
201419$298,911$70,962$7,885iApproximate average salary by contribution assumption: employee only about $197,117 at 4% or $131,411 at 6%; with 50% employer match about $131,411 at 4% or $87,607 at 6%; with 100% employer match about $98,558 at 4% or $65,706 at 6%.
Poulos & Bennett LLC Retirement Plan-9$298,911$70,962$7,885iApproximate average salary by contribution assumption: employee only about $197,117 at 4% or $131,411 at 6%; with 50% employer match about $131,411 at 4% or $87,607 at 6%; with 100% employer match about $98,558 at 4% or $65,706 at 6%.
201312$164,471$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Poulos & Bennett LLC Retirement Plan-2$164,471$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
201212$77,947$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Poulos & Bennett LLC Retirement Plan-2$77,947$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.