Poling & Poling
Plan context: Poling & Poling 401(K) Plan & Trust
EIN 82-4730812 • Martinez, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$528,780
2025 Contributions
$49,464
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $528,780 | $49,464 | $9,893iApproximate average salary by contribution assumption: employee only about $247,320 at 4% or $164,880 at 6%; with 50% employer match about $164,880 at 4% or $109,920 at 6%; with 100% employer match about $123,660 at 4% or $82,440 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 5 | $528,780 | $49,464 | $9,893iApproximate average salary by contribution assumption: employee only about $247,320 at 4% or $164,880 at 6%; with 50% employer match about $164,880 at 4% or $109,920 at 6%; with 100% employer match about $123,660 at 4% or $82,440 at 6%. |
| 2024 | 1 | 5 | $417,369 | $48,503 | $9,701iApproximate average salary by contribution assumption: employee only about $242,515 at 4% or $161,677 at 6%; with 50% employer match about $161,677 at 4% or $107,784 at 6%; with 100% employer match about $121,258 at 4% or $80,838 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 5 | $417,369 | $48,503 | $9,701iApproximate average salary by contribution assumption: employee only about $242,515 at 4% or $161,677 at 6%; with 50% employer match about $161,677 at 4% or $107,784 at 6%; with 100% employer match about $121,258 at 4% or $80,838 at 6%. |
| 2023 | 1 | 5 | $335,513 | $46,918 | $9,384iApproximate average salary by contribution assumption: employee only about $234,590 at 4% or $156,393 at 6%; with 50% employer match about $156,393 at 4% or $104,262 at 6%; with 100% employer match about $117,295 at 4% or $78,197 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 5 | $335,513 | $46,918 | $9,384iApproximate average salary by contribution assumption: employee only about $234,590 at 4% or $156,393 at 6%; with 50% employer match about $156,393 at 4% or $104,262 at 6%; with 100% employer match about $117,295 at 4% or $78,197 at 6%. |
| 2022 | 1 | 4 | $254,591 | $39,613 | $9,903iApproximate average salary by contribution assumption: employee only about $247,581 at 4% or $165,054 at 6%; with 50% employer match about $165,054 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 4 | $254,591 | $39,613 | $9,903iApproximate average salary by contribution assumption: employee only about $247,581 at 4% or $165,054 at 6%; with 50% employer match about $165,054 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| 2021 | 1 | 4 | $248,833 | $83,940 | $20,985iApproximate average salary by contribution assumption: employee only about $524,625 at 4% or $349,750 at 6%; with 50% employer match about $349,750 at 4% or $233,167 at 6%; with 100% employer match about $262,313 at 4% or $174,875 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 4 | $248,833 | $83,940 | $20,985iApproximate average salary by contribution assumption: employee only about $524,625 at 4% or $349,750 at 6%; with 50% employer match about $349,750 at 4% or $233,167 at 6%; with 100% employer match about $262,313 at 4% or $174,875 at 6%. |
| 2020 | 1 | 4 | $147,385 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 4 | $147,385 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2019 | 1 | 3 | $85,406 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 3 | $85,406 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2018 | 1 | 3 | $46,049 | $46,049 | $15,350iApproximate average salary by contribution assumption: employee only about $383,742 at 4% or $255,828 at 6%; with 50% employer match about $255,828 at 4% or $170,552 at 6%; with 100% employer match about $191,871 at 4% or $127,914 at 6%. |
| Poling & Poling 401(K) Plan & Trust | - | 3 | $46,049 | $46,049 | $15,350iApproximate average salary by contribution assumption: employee only about $383,742 at 4% or $255,828 at 6%; with 50% employer match about $255,828 at 4% or $170,552 at 6%; with 100% employer match about $191,871 at 4% or $127,914 at 6%. |