Ed Poe Agency
Plan context: Ed Poe Agency Self Employed Retirement
EIN 91-1090743 • Connell, WA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,375,970
2024 Contributions
$76,921
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,375,970 | $76,921 | $12,820iApproximate average salary by contribution assumption: employee only about $320,504 at 4% or $213,669 at 6%; with 50% employer match about $213,669 at 4% or $142,446 at 6%; with 100% employer match about $160,252 at 4% or $106,835 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 6 | $1,375,970 | $76,921 | $12,820iApproximate average salary by contribution assumption: employee only about $320,504 at 4% or $213,669 at 6%; with 50% employer match about $213,669 at 4% or $142,446 at 6%; with 100% employer match about $160,252 at 4% or $106,835 at 6%. |
| 2023 | 1 | 6 | $1,064,333 | $76,292 | $12,715iApproximate average salary by contribution assumption: employee only about $317,883 at 4% or $211,922 at 6%; with 50% employer match about $211,922 at 4% or $141,281 at 6%; with 100% employer match about $158,942 at 4% or $105,961 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 6 | $1,064,333 | $76,292 | $12,715iApproximate average salary by contribution assumption: employee only about $317,883 at 4% or $211,922 at 6%; with 50% employer match about $211,922 at 4% or $141,281 at 6%; with 100% employer match about $158,942 at 4% or $105,961 at 6%. |
| 2022 | 1 | 6 | $769,884 | $59,726 | $9,954iApproximate average salary by contribution assumption: employee only about $248,858 at 4% or $165,906 at 6%; with 50% employer match about $165,906 at 4% or $110,604 at 6%; with 100% employer match about $124,429 at 4% or $82,953 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 6 | $769,884 | $59,726 | $9,954iApproximate average salary by contribution assumption: employee only about $248,858 at 4% or $165,906 at 6%; with 50% employer match about $165,906 at 4% or $110,604 at 6%; with 100% employer match about $124,429 at 4% or $82,953 at 6%. |
| 2021 | 1 | 5 | $839,785 | $20,504 | $4,101iApproximate average salary by contribution assumption: employee only about $102,520 at 4% or $68,347 at 6%; with 50% employer match about $68,347 at 4% or $45,564 at 6%; with 100% employer match about $51,260 at 4% or $34,173 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $839,785 | $20,504 | $4,101iApproximate average salary by contribution assumption: employee only about $102,520 at 4% or $68,347 at 6%; with 50% employer match about $68,347 at 4% or $45,564 at 6%; with 100% employer match about $51,260 at 4% or $34,173 at 6%. |
| 2020 | 1 | 5 | $653,158 | $21,022 | $4,204iApproximate average salary by contribution assumption: employee only about $105,110 at 4% or $70,073 at 6%; with 50% employer match about $70,073 at 4% or $46,716 at 6%; with 100% employer match about $52,555 at 4% or $35,037 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $653,158 | $21,022 | $4,204iApproximate average salary by contribution assumption: employee only about $105,110 at 4% or $70,073 at 6%; with 50% employer match about $70,073 at 4% or $46,716 at 6%; with 100% employer match about $52,555 at 4% or $35,037 at 6%. |
| 2019 | 1 | 5 | $489,638 | $19,484 | $3,897iApproximate average salary by contribution assumption: employee only about $97,420 at 4% or $64,947 at 6%; with 50% employer match about $64,947 at 4% or $43,298 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $489,638 | $19,484 | $3,897iApproximate average salary by contribution assumption: employee only about $97,420 at 4% or $64,947 at 6%; with 50% employer match about $64,947 at 4% or $43,298 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%. |
| 2018 | 1 | 5 | $351,149 | $29,592 | $5,918iApproximate average salary by contribution assumption: employee only about $147,960 at 4% or $98,640 at 6%; with 50% employer match about $98,640 at 4% or $65,760 at 6%; with 100% employer match about $73,980 at 4% or $49,320 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $351,149 | $29,592 | $5,918iApproximate average salary by contribution assumption: employee only about $147,960 at 4% or $98,640 at 6%; with 50% employer match about $98,640 at 4% or $65,760 at 6%; with 100% employer match about $73,980 at 4% or $49,320 at 6%. |
| 2017 | 1 | 6 | $496,790 | $16,028 | $2,671iApproximate average salary by contribution assumption: employee only about $66,783 at 4% or $44,522 at 6%; with 50% employer match about $44,522 at 4% or $29,681 at 6%; with 100% employer match about $33,392 at 4% or $22,261 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 6 | $496,790 | $16,028 | $2,671iApproximate average salary by contribution assumption: employee only about $66,783 at 4% or $44,522 at 6%; with 50% employer match about $44,522 at 4% or $29,681 at 6%; with 100% employer match about $33,392 at 4% or $22,261 at 6%. |
| 2016 | 1 | 5 | $405,392 | $12,324 | $2,465iApproximate average salary by contribution assumption: employee only about $61,620 at 4% or $41,080 at 6%; with 50% employer match about $41,080 at 4% or $27,387 at 6%; with 100% employer match about $30,810 at 4% or $20,540 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $405,392 | $12,324 | $2,465iApproximate average salary by contribution assumption: employee only about $61,620 at 4% or $41,080 at 6%; with 50% employer match about $41,080 at 4% or $27,387 at 6%; with 100% employer match about $30,810 at 4% or $20,540 at 6%. |
| 2015 | 1 | 6 | $371,571 | $14,002 | $2,334iApproximate average salary by contribution assumption: employee only about $58,342 at 4% or $38,894 at 6%; with 50% employer match about $38,894 at 4% or $25,930 at 6%; with 100% employer match about $29,171 at 4% or $19,447 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 6 | $371,571 | $14,002 | $2,334iApproximate average salary by contribution assumption: employee only about $58,342 at 4% or $38,894 at 6%; with 50% employer match about $38,894 at 4% or $25,930 at 6%; with 100% employer match about $29,171 at 4% or $19,447 at 6%. |
| 2014 | 1 | 5 | $361,599 | $20,362 | $4,072iApproximate average salary by contribution assumption: employee only about $101,810 at 4% or $67,873 at 6%; with 50% employer match about $67,873 at 4% or $45,249 at 6%; with 100% employer match about $50,905 at 4% or $33,937 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $361,599 | $20,362 | $4,072iApproximate average salary by contribution assumption: employee only about $101,810 at 4% or $67,873 at 6%; with 50% employer match about $67,873 at 4% or $45,249 at 6%; with 100% employer match about $50,905 at 4% or $33,937 at 6%. |
| 2013 | 1 | 5 | $315,612 | $15,626 | $3,125iApproximate average salary by contribution assumption: employee only about $78,130 at 4% or $52,087 at 6%; with 50% employer match about $52,087 at 4% or $34,724 at 6%; with 100% employer match about $39,065 at 4% or $26,043 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $315,612 | $15,626 | $3,125iApproximate average salary by contribution assumption: employee only about $78,130 at 4% or $52,087 at 6%; with 50% employer match about $52,087 at 4% or $34,724 at 6%; with 100% employer match about $39,065 at 4% or $26,043 at 6%. |
| 2012 | 1 | 4 | $248,024 | $20,423 | $5,106iApproximate average salary by contribution assumption: employee only about $127,644 at 4% or $85,096 at 6%; with 50% employer match about $85,096 at 4% or $56,731 at 6%; with 100% employer match about $63,822 at 4% or $42,548 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 4 | $248,024 | $20,423 | $5,106iApproximate average salary by contribution assumption: employee only about $127,644 at 4% or $85,096 at 6%; with 50% employer match about $85,096 at 4% or $56,731 at 6%; with 100% employer match about $63,822 at 4% or $42,548 at 6%. |
| 2011 | 1 | 5 | $1,514,864 | $7,658 | $1,532iApproximate average salary by contribution assumption: employee only about $38,290 at 4% or $25,527 at 6%; with 50% employer match about $25,527 at 4% or $17,018 at 6%; with 100% employer match about $19,145 at 4% or $12,763 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,514,864 | $7,658 | $1,532iApproximate average salary by contribution assumption: employee only about $38,290 at 4% or $25,527 at 6%; with 50% employer match about $25,527 at 4% or $17,018 at 6%; with 100% employer match about $19,145 at 4% or $12,763 at 6%. |
| 2010 | 1 | 4 | $1,399,406 | $51,663 | $12,916iApproximate average salary by contribution assumption: employee only about $322,894 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,508 at 6%; with 100% employer match about $161,447 at 4% or $107,631 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 4 | $1,399,406 | $51,663 | $12,916iApproximate average salary by contribution assumption: employee only about $322,894 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,508 at 6%; with 100% employer match about $161,447 at 4% or $107,631 at 6%. |
| 2009 | 1 | 4 | $1,243,156 | $52,838 | $13,210iApproximate average salary by contribution assumption: employee only about $330,238 at 4% or $220,158 at 6%; with 50% employer match about $220,158 at 4% or $146,772 at 6%; with 100% employer match about $165,119 at 4% or $110,079 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 4 | $1,243,156 | $52,838 | $13,210iApproximate average salary by contribution assumption: employee only about $330,238 at 4% or $220,158 at 6%; with 50% employer match about $220,158 at 4% or $146,772 at 6%; with 100% employer match about $165,119 at 4% or $110,079 at 6%. |
| 2008 | 1 | 4 | $1,046,415 | $49,742 | $12,436iApproximate average salary by contribution assumption: employee only about $310,888 at 4% or $207,258 at 6%; with 50% employer match about $207,258 at 4% or $138,172 at 6%; with 100% employer match about $155,444 at 4% or $103,629 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 4 | $1,046,415 | $49,742 | $12,436iApproximate average salary by contribution assumption: employee only about $310,888 at 4% or $207,258 at 6%; with 50% employer match about $207,258 at 4% or $138,172 at 6%; with 100% employer match about $155,444 at 4% or $103,629 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Ed Poe Agency Self Employed Retirement | - | 3 | - | - | - |
| 2006 | 1 | 5 | $1,540,916 | $94,445 | $18,889iApproximate average salary by contribution assumption: employee only about $472,225 at 4% or $314,817 at 6%; with 50% employer match about $314,817 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,408 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,540,916 | $94,445 | $18,889iApproximate average salary by contribution assumption: employee only about $472,225 at 4% or $314,817 at 6%; with 50% employer match about $314,817 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,408 at 6%. |
| 2005 | 1 | 5 | $1,343,079 | $85,237 | $17,047iApproximate average salary by contribution assumption: employee only about $426,185 at 4% or $284,123 at 6%; with 50% employer match about $284,123 at 4% or $189,416 at 6%; with 100% employer match about $213,093 at 4% or $142,062 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,343,079 | $85,237 | $17,047iApproximate average salary by contribution assumption: employee only about $426,185 at 4% or $284,123 at 6%; with 50% employer match about $284,123 at 4% or $189,416 at 6%; with 100% employer match about $213,093 at 4% or $142,062 at 6%. |
| 2004 | 1 | 5 | $1,233,229 | $83,180 | $16,636iApproximate average salary by contribution assumption: employee only about $415,900 at 4% or $277,267 at 6%; with 50% employer match about $277,267 at 4% or $184,844 at 6%; with 100% employer match about $207,950 at 4% or $138,633 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,233,229 | $83,180 | $16,636iApproximate average salary by contribution assumption: employee only about $415,900 at 4% or $277,267 at 6%; with 50% employer match about $277,267 at 4% or $184,844 at 6%; with 100% employer match about $207,950 at 4% or $138,633 at 6%. |
| 2003 | 1 | 5 | $1,118,516 | $82,611 | $16,522iApproximate average salary by contribution assumption: employee only about $413,055 at 4% or $275,370 at 6%; with 50% employer match about $275,370 at 4% or $183,580 at 6%; with 100% employer match about $206,528 at 4% or $137,685 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,118,516 | $82,611 | $16,522iApproximate average salary by contribution assumption: employee only about $413,055 at 4% or $275,370 at 6%; with 50% employer match about $275,370 at 4% or $183,580 at 6%; with 100% employer match about $206,528 at 4% or $137,685 at 6%. |
| 2002 | 1 | 5 | $873,462 | $77,348 | $15,470iApproximate average salary by contribution assumption: employee only about $386,740 at 4% or $257,827 at 6%; with 50% employer match about $257,827 at 4% or $171,884 at 6%; with 100% employer match about $193,370 at 4% or $128,913 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $873,462 | $77,348 | $15,470iApproximate average salary by contribution assumption: employee only about $386,740 at 4% or $257,827 at 6%; with 50% employer match about $257,827 at 4% or $171,884 at 6%; with 100% employer match about $193,370 at 4% or $128,913 at 6%. |
| 2001 | 1 | 5 | $970,932 | $56,590 | $11,318iApproximate average salary by contribution assumption: employee only about $282,950 at 4% or $188,633 at 6%; with 50% employer match about $188,633 at 4% or $125,756 at 6%; with 100% employer match about $141,475 at 4% or $94,317 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $970,932 | $56,590 | $11,318iApproximate average salary by contribution assumption: employee only about $282,950 at 4% or $188,633 at 6%; with 50% employer match about $188,633 at 4% or $125,756 at 6%; with 100% employer match about $141,475 at 4% or $94,317 at 6%. |
| 2000 | 1 | 5 | $1,041,460 | $54,926 | $10,985iApproximate average salary by contribution assumption: employee only about $274,630 at 4% or $183,087 at 6%; with 50% employer match about $183,087 at 4% or $122,058 at 6%; with 100% employer match about $137,315 at 4% or $91,543 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,041,460 | $54,926 | $10,985iApproximate average salary by contribution assumption: employee only about $274,630 at 4% or $183,087 at 6%; with 50% employer match about $183,087 at 4% or $122,058 at 6%; with 100% employer match about $137,315 at 4% or $91,543 at 6%. |
| 1999 | 1 | 5 | $1,393,645 | $50,756 | $10,151iApproximate average salary by contribution assumption: employee only about $253,780 at 4% or $169,187 at 6%; with 50% employer match about $169,187 at 4% or $112,791 at 6%; with 100% employer match about $126,890 at 4% or $84,593 at 6%. |
| Ed Poe Agency Self Employed Retirement | - | 5 | $1,393,645 | $50,756 | $10,151iApproximate average salary by contribution assumption: employee only about $253,780 at 4% or $169,187 at 6%; with 50% employer match about $169,187 at 4% or $112,791 at 6%; with 100% employer match about $126,890 at 4% or $84,593 at 6%. |