Civic Intelligence

Thomas a. Polenzani, Clu, Chfc

Plan context: Thomas a Polenzani, Clu Profit Sharing Plan

EIN 95-3536057 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

4

1999 Assets

$961,948

1999 Contributions

$38,461

Historical Graphs

Total Assets Over Time

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

$961,948$480,974$01999YearValue
$961,948Latest year 1999

Participants Over Time

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

4201999YearValue
4Latest year 1999

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
199914$961,948$38,461$9,615iApproximate average salary by contribution assumption: employee only about $240,381 at 4% or $160,254 at 6%; with 50% employer match about $160,254 at 4% or $106,836 at 6%; with 100% employer match about $120,191 at 4% or $80,127 at 6%.
Thomas a Polenzani, Clu Profit Sharing Plan-4$961,948$38,461$9,615iApproximate average salary by contribution assumption: employee only about $240,381 at 4% or $160,254 at 6%; with 50% employer match about $160,254 at 4% or $106,836 at 6%; with 100% employer match about $120,191 at 4% or $80,127 at 6%.