Civic Intelligence

Policylink

Plan context: Policylink 401(K) Profit Sharing Plan and Trust

EIN 94-3297479 • Oakland, CA • 25 filings • 3 plans

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1438 Webster Street Ste. 303Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

96

2024 Assets

$16,068,108

2024 Contributions

$2,255,633

Historical Graphs

Total Assets Over Time

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

$16,068,108$8,034,054$0200020132024YearValue
$16,068,108Latest year 2024

Participants Over Time

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

117590200020122024YearValue
96Latest year 2024

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
2024196$16,068,108$2,255,633$23,496iApproximate average salary by contribution assumption: employee only about $587,404 at 4% or $391,603 at 6%; with 50% employer match about $391,603 at 4% or $261,069 at 6%; with 100% employer match about $293,702 at 4% or $195,801 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-96$16,068,108$2,255,633$23,496iApproximate average salary by contribution assumption: employee only about $587,404 at 4% or $391,603 at 6%; with 50% employer match about $391,603 at 4% or $261,069 at 6%; with 100% employer match about $293,702 at 4% or $195,801 at 6%.
2023194$13,272,056$1,865,868$19,850iApproximate average salary by contribution assumption: employee only about $496,241 at 4% or $330,828 at 6%; with 50% employer match about $330,828 at 4% or $220,552 at 6%; with 100% employer match about $248,121 at 4% or $165,414 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-94$13,272,056$1,865,868$19,850iApproximate average salary by contribution assumption: employee only about $496,241 at 4% or $330,828 at 6%; with 50% employer match about $330,828 at 4% or $220,552 at 6%; with 100% employer match about $248,121 at 4% or $165,414 at 6%.
2022186$10,417,650$1,474,742$17,148iApproximate average salary by contribution assumption: employee only about $428,704 at 4% or $285,803 at 6%; with 50% employer match about $285,803 at 4% or $190,535 at 6%; with 100% employer match about $214,352 at 4% or $142,901 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-86$10,417,650$1,474,742$17,148iApproximate average salary by contribution assumption: employee only about $428,704 at 4% or $285,803 at 6%; with 50% employer match about $285,803 at 4% or $190,535 at 6%; with 100% employer match about $214,352 at 4% or $142,901 at 6%.
20211117$13,397,612$1,266,411$10,824iApproximate average salary by contribution assumption: employee only about $270,601 at 4% or $180,400 at 6%; with 50% employer match about $180,400 at 4% or $120,267 at 6%; with 100% employer match about $135,300 at 4% or $90,200 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-117$13,397,612$1,266,411$10,824iApproximate average salary by contribution assumption: employee only about $270,601 at 4% or $180,400 at 6%; with 50% employer match about $180,400 at 4% or $120,267 at 6%; with 100% employer match about $135,300 at 4% or $90,200 at 6%.
20201101$11,942,128$938,497$9,292iApproximate average salary by contribution assumption: employee only about $232,301 at 4% or $154,867 at 6%; with 50% employer match about $154,867 at 4% or $103,245 at 6%; with 100% employer match about $116,151 at 4% or $77,434 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-101$11,942,128$938,497$9,292iApproximate average salary by contribution assumption: employee only about $232,301 at 4% or $154,867 at 6%; with 50% employer match about $154,867 at 4% or $103,245 at 6%; with 100% employer match about $116,151 at 4% or $77,434 at 6%.
2019198$11,870,581$710,813$7,253iApproximate average salary by contribution assumption: employee only about $181,330 at 4% or $120,887 at 6%; with 50% employer match about $120,887 at 4% or $80,591 at 6%; with 100% employer match about $90,665 at 4% or $60,443 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-98$11,870,581$710,813$7,253iApproximate average salary by contribution assumption: employee only about $181,330 at 4% or $120,887 at 6%; with 50% employer match about $120,887 at 4% or $80,591 at 6%; with 100% employer match about $90,665 at 4% or $60,443 at 6%.
2018189$9,457,498$821,546$9,231iApproximate average salary by contribution assumption: employee only about $230,771 at 4% or $153,848 at 6%; with 50% employer match about $153,848 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-89$9,457,498$821,546$9,231iApproximate average salary by contribution assumption: employee only about $230,771 at 4% or $153,848 at 6%; with 50% employer match about $153,848 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
2017193$9,727,887$704,252$7,573iApproximate average salary by contribution assumption: employee only about $189,315 at 4% or $126,210 at 6%; with 50% employer match about $126,210 at 4% or $84,140 at 6%; with 100% employer match about $94,658 at 4% or $63,105 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-93$9,727,887$704,252$7,573iApproximate average salary by contribution assumption: employee only about $189,315 at 4% or $126,210 at 6%; with 50% employer match about $126,210 at 4% or $84,140 at 6%; with 100% employer match about $94,658 at 4% or $63,105 at 6%.
2016196$8,341,183$767,580$7,996iApproximate average salary by contribution assumption: employee only about $199,891 at 4% or $133,260 at 6%; with 50% employer match about $133,260 at 4% or $88,840 at 6%; with 100% employer match about $99,945 at 4% or $66,630 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-96$8,341,183$767,580$7,996iApproximate average salary by contribution assumption: employee only about $199,891 at 4% or $133,260 at 6%; with 50% employer match about $133,260 at 4% or $88,840 at 6%; with 100% employer match about $99,945 at 4% or $66,630 at 6%.
2015190$7,265,427$713,229$7,925iApproximate average salary by contribution assumption: employee only about $198,119 at 4% or $132,079 at 6%; with 50% employer match about $132,079 at 4% or $88,053 at 6%; with 100% employer match about $99,060 at 4% or $66,040 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-90$7,265,427$713,229$7,925iApproximate average salary by contribution assumption: employee only about $198,119 at 4% or $132,079 at 6%; with 50% employer match about $132,079 at 4% or $88,053 at 6%; with 100% employer match about $99,060 at 4% or $66,040 at 6%.
2014191$6,792,997$773,323$8,498iApproximate average salary by contribution assumption: employee only about $212,451 at 4% or $141,634 at 6%; with 50% employer match about $141,634 at 4% or $94,423 at 6%; with 100% employer match about $106,226 at 4% or $70,817 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-91$6,792,997$773,323$8,498iApproximate average salary by contribution assumption: employee only about $212,451 at 4% or $141,634 at 6%; with 50% employer match about $141,634 at 4% or $94,423 at 6%; with 100% employer match about $106,226 at 4% or $70,817 at 6%.
20131104$7,002,952$1,059,844$10,191iApproximate average salary by contribution assumption: employee only about $254,770 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,923 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-104$7,002,952$1,059,844$10,191iApproximate average salary by contribution assumption: employee only about $254,770 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,923 at 6%.
2012192$5,651,276$839,387$9,124iApproximate average salary by contribution assumption: employee only about $228,094 at 4% or $152,063 at 6%; with 50% employer match about $152,063 at 4% or $101,375 at 6%; with 100% employer match about $114,047 at 4% or $76,031 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-92$5,651,276$839,387$9,124iApproximate average salary by contribution assumption: employee only about $228,094 at 4% or $152,063 at 6%; with 50% employer match about $152,063 at 4% or $101,375 at 6%; with 100% employer match about $114,047 at 4% or $76,031 at 6%.
2011192$4,716,803$687,099$7,468iApproximate average salary by contribution assumption: employee only about $186,712 at 4% or $124,474 at 6%; with 50% employer match about $124,474 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,237 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-92$4,716,803$687,099$7,468iApproximate average salary by contribution assumption: employee only about $186,712 at 4% or $124,474 at 6%; with 50% employer match about $124,474 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,237 at 6%.
2010190$4,214,076$898,474$9,983iApproximate average salary by contribution assumption: employee only about $249,576 at 4% or $166,384 at 6%; with 50% employer match about $166,384 at 4% or $110,923 at 6%; with 100% employer match about $124,788 at 4% or $83,192 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-90$4,214,076$898,474$9,983iApproximate average salary by contribution assumption: employee only about $249,576 at 4% or $166,384 at 6%; with 50% employer match about $166,384 at 4% or $110,923 at 6%; with 100% employer match about $124,788 at 4% or $83,192 at 6%.
2009177$3,086,290$694,652$9,021iApproximate average salary by contribution assumption: employee only about $225,536 at 4% or $150,358 at 6%; with 50% employer match about $150,358 at 4% or $100,238 at 6%; with 100% employer match about $112,768 at 4% or $75,179 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-77$3,086,290$694,652$9,021iApproximate average salary by contribution assumption: employee only about $225,536 at 4% or $150,358 at 6%; with 50% employer match about $150,358 at 4% or $100,238 at 6%; with 100% employer match about $112,768 at 4% or $75,179 at 6%.
2008149$2,272,889$460,891$9,406iApproximate average salary by contribution assumption: employee only about $235,148 at 4% or $156,766 at 6%; with 50% employer match about $156,766 at 4% or $104,510 at 6%; with 100% employer match about $117,574 at 4% or $78,383 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-49$2,272,889$460,891$9,406iApproximate average salary by contribution assumption: employee only about $235,148 at 4% or $156,766 at 6%; with 50% employer match about $156,766 at 4% or $104,510 at 6%; with 100% employer match about $117,574 at 4% or $78,383 at 6%.
2007142$0$0-
Policylink 401(K) Profit Sharing Plan and Trust-42---
2006132$2,097,178$340,183$10,631iApproximate average salary by contribution assumption: employee only about $265,768 at 4% or $177,179 at 6%; with 50% employer match about $177,179 at 4% or $118,119 at 6%; with 100% employer match about $132,884 at 4% or $88,589 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-32$2,097,178$340,183$10,631iApproximate average salary by contribution assumption: employee only about $265,768 at 4% or $177,179 at 6%; with 50% employer match about $177,179 at 4% or $118,119 at 6%; with 100% employer match about $132,884 at 4% or $88,589 at 6%.
2005129$1,827,062$395,249$13,629iApproximate average salary by contribution assumption: employee only about $340,732 at 4% or $227,155 at 6%; with 50% employer match about $227,155 at 4% or $151,436 at 6%; with 100% employer match about $170,366 at 4% or $113,577 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-29$1,827,062$395,249$13,629iApproximate average salary by contribution assumption: employee only about $340,732 at 4% or $227,155 at 6%; with 50% employer match about $227,155 at 4% or $151,436 at 6%; with 100% employer match about $170,366 at 4% or $113,577 at 6%.
2004137$1,483,627$347,787$9,400iApproximate average salary by contribution assumption: employee only about $234,991 at 4% or $156,661 at 6%; with 50% employer match about $156,661 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,330 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-37$1,483,627$347,787$9,400iApproximate average salary by contribution assumption: employee only about $234,991 at 4% or $156,661 at 6%; with 50% employer match about $156,661 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,330 at 6%.
2003135$1,066,626$338,999$9,686iApproximate average salary by contribution assumption: employee only about $242,142 at 4% or $161,428 at 6%; with 50% employer match about $161,428 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-35$1,066,626$338,999$9,686iApproximate average salary by contribution assumption: employee only about $242,142 at 4% or $161,428 at 6%; with 50% employer match about $161,428 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%.
2002142$766,110$330,567$7,871iApproximate average salary by contribution assumption: employee only about $196,766 at 4% or $131,177 at 6%; with 50% employer match about $131,177 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-42$766,110$330,567$7,871iApproximate average salary by contribution assumption: employee only about $196,766 at 4% or $131,177 at 6%; with 50% employer match about $131,177 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%.
2001132$0$0-
Policylink 401(K) Profit Sharing Plan and Trust-32---
2000126$396,803$270,781$10,415iApproximate average salary by contribution assumption: employee only about $260,366 at 4% or $173,578 at 6%; with 50% employer match about $173,578 at 4% or $115,718 at 6%; with 100% employer match about $130,183 at 4% or $86,789 at 6%.
Policylink 401(K) Profit Sharing Plan and Trust-26$396,803$270,781$10,415iApproximate average salary by contribution assumption: employee only about $260,366 at 4% or $173,578 at 6%; with 50% employer match about $173,578 at 4% or $115,718 at 6%; with 100% employer match about $130,183 at 4% or $86,789 at 6%.
Policylink | EIN 94-3297479 | 2024 Form 5500 Company Profile