Civic Intelligence

Poole & Shaffery LLP

Plan context: Poole & Shaffery LLP Profit Sharing Plan

EIN 95-4687011 • Santa Clarita, CA • 36 filings • 6 plans

25350 Magic Mountain Prkwy, Ste 250Santa Clarita, CA 91355
Current Snapshot

Latest Year

2022

2022 Participants

36

2022 Assets

$3,045,432

2022 Contributions

$124,888

Historical Graphs

Total Assets Over Time

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

$5,830,485$2,915,243$0200020122022YearValue
$3,045,432Latest year 2022

Participants Over Time

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

46230200020112022YearValue
36Latest year 2022

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
2022136$3,045,432$124,888$3,469iApproximate average salary by contribution assumption: employee only about $86,728 at 4% or $57,819 at 6%; with 50% employer match about $57,819 at 4% or $38,546 at 6%; with 100% employer match about $43,364 at 4% or $28,909 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-36$3,045,432$124,888$3,469iApproximate average salary by contribution assumption: employee only about $86,728 at 4% or $57,819 at 6%; with 50% employer match about $57,819 at 4% or $38,546 at 6%; with 100% employer match about $43,364 at 4% or $28,909 at 6%.
2021146$4,833,431$346,759$7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,637 at 6%; with 50% employer match about $125,637 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-46$4,833,431$346,759$7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,637 at 6%; with 50% employer match about $125,637 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%.
2020144$4,020,938$364,993$8,295iApproximate average salary by contribution assumption: employee only about $207,382 at 4% or $138,255 at 6%; with 50% employer match about $138,255 at 4% or $92,170 at 6%; with 100% employer match about $103,691 at 4% or $69,127 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-44$4,020,938$364,993$8,295iApproximate average salary by contribution assumption: employee only about $207,382 at 4% or $138,255 at 6%; with 50% employer match about $138,255 at 4% or $92,170 at 6%; with 100% employer match about $103,691 at 4% or $69,127 at 6%.
2019241$5,707,398$343,504$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-41$5,707,398$343,504$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-0$0--
2018237$5,677,019$1,651,993$44,648iApproximate average salary by contribution assumption: employee only about $1,116,211 at 4% or $744,141 at 6%; with 50% employer match about $744,141 at 4% or $496,094 at 6%; with 100% employer match about $558,106 at 4% or $372,070 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-37$4,531,240$1,526,493$41,257iApproximate average salary by contribution assumption: employee only about $1,031,414 at 4% or $687,609 at 6%; with 50% employer match about $687,609 at 4% or $458,406 at 6%; with 100% employer match about $515,707 at 4% or $343,805 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-5$1,145,779$125,500$25,100iApproximate average salary by contribution assumption: employee only about $627,500 at 4% or $418,333 at 6%; with 50% employer match about $418,333 at 4% or $278,889 at 6%; with 100% employer match about $313,750 at 4% or $209,167 at 6%.
2017241$5,830,485$601,734$14,676iApproximate average salary by contribution assumption: employee only about $366,911 at 4% or $244,607 at 6%; with 50% employer match about $244,607 at 4% or $163,072 at 6%; with 100% employer match about $183,455 at 4% or $122,304 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-41$3,360,400$363,896$8,876iApproximate average salary by contribution assumption: employee only about $221,888 at 4% or $147,925 at 6%; with 50% employer match about $147,925 at 4% or $98,617 at 6%; with 100% employer match about $110,944 at 4% or $73,963 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-39$2,470,085$237,838$6,098iApproximate average salary by contribution assumption: employee only about $152,460 at 4% or $101,640 at 6%; with 50% employer match about $101,640 at 4% or $67,760 at 6%; with 100% employer match about $76,230 at 4% or $50,820 at 6%.
2016232$4,797,834$295,280$9,228iApproximate average salary by contribution assumption: employee only about $230,688 at 4% or $153,792 at 6%; with 50% employer match about $153,792 at 4% or $102,528 at 6%; with 100% employer match about $115,344 at 4% or $76,896 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-31$2,636,606$56,681$1,828iApproximate average salary by contribution assumption: employee only about $45,710 at 4% or $30,474 at 6%; with 50% employer match about $30,474 at 4% or $20,316 at 6%; with 100% employer match about $22,855 at 4% or $15,237 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-32$2,161,228$238,599$7,456iApproximate average salary by contribution assumption: employee only about $186,405 at 4% or $124,270 at 6%; with 50% employer match about $124,270 at 4% or $82,847 at 6%; with 100% employer match about $93,203 at 4% or $62,135 at 6%.
2015234$4,705,445$541,748$15,934iApproximate average salary by contribution assumption: employee only about $398,344 at 4% or $265,563 at 6%; with 50% employer match about $265,563 at 4% or $177,042 at 6%; with 100% employer match about $199,172 at 4% or $132,781 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-34$2,878,422$316,248$9,301iApproximate average salary by contribution assumption: employee only about $232,535 at 4% or $155,024 at 6%; with 50% employer match about $155,024 at 4% or $103,349 at 6%; with 100% employer match about $116,268 at 4% or $77,512 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-30$1,827,023$225,500$7,517iApproximate average salary by contribution assumption: employee only about $187,917 at 4% or $125,278 at 6%; with 50% employer match about $125,278 at 4% or $83,519 at 6%; with 100% employer match about $93,958 at 4% or $62,639 at 6%.
2014236$4,339,433$277,942$7,721iApproximate average salary by contribution assumption: employee only about $193,015 at 4% or $128,677 at 6%; with 50% employer match about $128,677 at 4% or $85,785 at 6%; with 100% employer match about $96,508 at 4% or $64,338 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-36$2,732,893$277,942$7,721iApproximate average salary by contribution assumption: employee only about $193,015 at 4% or $128,677 at 6%; with 50% employer match about $128,677 at 4% or $85,785 at 6%; with 100% employer match about $96,508 at 4% or $64,338 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-28$1,606,540$0-
2013230$3,906,587$547,865$18,262iApproximate average salary by contribution assumption: employee only about $456,554 at 4% or $304,369 at 6%; with 50% employer match about $304,369 at 4% or $202,913 at 6%; with 100% employer match about $228,277 at 4% or $152,185 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-30$2,377,526$325,365$10,846iApproximate average salary by contribution assumption: employee only about $271,138 at 4% or $180,758 at 6%; with 50% employer match about $180,758 at 4% or $120,506 at 6%; with 100% employer match about $135,569 at 4% or $90,379 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-26$1,529,061$222,500$8,558iApproximate average salary by contribution assumption: employee only about $213,942 at 4% or $142,628 at 6%; with 50% employer match about $142,628 at 4% or $95,085 at 6%; with 100% employer match about $106,971 at 4% or $71,314 at 6%.
2012229$3,035,427$523,460$18,050iApproximate average salary by contribution assumption: employee only about $451,259 at 4% or $300,839 at 6%; with 50% employer match about $300,839 at 4% or $200,559 at 6%; with 100% employer match about $225,629 at 4% or $150,420 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-29$1,862,098$297,960$10,274iApproximate average salary by contribution assumption: employee only about $256,862 at 4% or $171,241 at 6%; with 50% employer match about $171,241 at 4% or $114,161 at 6%; with 100% employer match about $128,431 at 4% or $85,621 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-23$1,173,329$225,500$9,804iApproximate average salary by contribution assumption: employee only about $245,109 at 4% or $163,406 at 6%; with 50% employer match about $163,406 at 4% or $108,937 at 6%; with 100% employer match about $122,554 at 4% or $81,703 at 6%.
2011229$2,644,317$446,526$15,397iApproximate average salary by contribution assumption: employee only about $384,936 at 4% or $256,624 at 6%; with 50% employer match about $256,624 at 4% or $171,083 at 6%; with 100% employer match about $192,468 at 4% or $128,312 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-29$1,740,592$201,526$6,949iApproximate average salary by contribution assumption: employee only about $173,729 at 4% or $115,820 at 6%; with 50% employer match about $115,820 at 4% or $77,213 at 6%; with 100% employer match about $86,865 at 4% or $57,910 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-26$903,725$245,000$9,423iApproximate average salary by contribution assumption: employee only about $235,577 at 4% or $157,051 at 6%; with 50% employer match about $157,051 at 4% or $104,701 at 6%; with 100% employer match about $117,788 at 4% or $78,526 at 6%.
2010228$2,357,321$378,909$13,532iApproximate average salary by contribution assumption: employee only about $338,312 at 4% or $225,541 at 6%; with 50% employer match about $225,541 at 4% or $150,361 at 6%; with 100% employer match about $169,156 at 4% or $112,771 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-28$1,669,882$231,909$8,282iApproximate average salary by contribution assumption: employee only about $207,062 at 4% or $138,041 at 6%; with 50% employer match about $138,041 at 4% or $92,027 at 6%; with 100% employer match about $103,531 at 4% or $69,021 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-26$687,439$147,000$5,654iApproximate average salary by contribution assumption: employee only about $141,346 at 4% or $94,231 at 6%; with 50% employer match about $94,231 at 4% or $62,821 at 6%; with 100% employer match about $70,673 at 4% or $47,115 at 6%.
2009227$1,865,586$306,784$11,362iApproximate average salary by contribution assumption: employee only about $284,059 at 4% or $189,373 at 6%; with 50% employer match about $189,373 at 4% or $126,249 at 6%; with 100% employer match about $142,030 at 4% or $94,686 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-27$1,352,852$141,370$5,236iApproximate average salary by contribution assumption: employee only about $130,898 at 4% or $87,265 at 6%; with 50% employer match about $87,265 at 4% or $58,177 at 6%; with 100% employer match about $65,449 at 4% or $43,633 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-25$512,734$165,414$6,617iApproximate average salary by contribution assumption: employee only about $165,414 at 4% or $110,276 at 6%; with 50% employer match about $110,276 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
2008222$1,411,716$400,599$18,209iApproximate average salary by contribution assumption: employee only about $455,226 at 4% or $303,484 at 6%; with 50% employer match about $303,484 at 4% or $202,323 at 6%; with 100% employer match about $227,613 at 4% or $151,742 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-22$1,073,787$232,599$10,573iApproximate average salary by contribution assumption: employee only about $264,317 at 4% or $176,211 at 6%; with 50% employer match about $176,211 at 4% or $117,474 at 6%; with 100% employer match about $132,159 at 4% or $88,106 at 6%.
Poole & Shaffery LLP Cash Balance Pension Plan-20$337,929$168,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
2007218$0$0-
Poole & Shaffery LLP Profit Sharing Plan-18---
Poole & Shaffery LLP Cash Balance Pension Plan-17---
2006117$1,006,698$171,042$10,061iApproximate average salary by contribution assumption: employee only about $251,532 at 4% or $167,688 at 6%; with 50% employer match about $167,688 at 4% or $111,792 at 6%; with 100% employer match about $125,766 at 4% or $83,844 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-17$1,006,698$171,042$10,061iApproximate average salary by contribution assumption: employee only about $251,532 at 4% or $167,688 at 6%; with 50% employer match about $167,688 at 4% or $111,792 at 6%; with 100% employer match about $125,766 at 4% or $83,844 at 6%.
2005112$706,464$120,692$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-12$706,464$120,692$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
200419$529,596$41,222$4,580iApproximate average salary by contribution assumption: employee only about $114,506 at 4% or $76,337 at 6%; with 50% employer match about $76,337 at 4% or $50,891 at 6%; with 100% employer match about $57,253 at 4% or $38,169 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-9$529,596$41,222$4,580iApproximate average salary by contribution assumption: employee only about $114,506 at 4% or $76,337 at 6%; with 50% employer match about $76,337 at 4% or $50,891 at 6%; with 100% employer match about $57,253 at 4% or $38,169 at 6%.
200318$429,174$109,081$13,635iApproximate average salary by contribution assumption: employee only about $340,878 at 4% or $227,252 at 6%; with 50% employer match about $227,252 at 4% or $151,501 at 6%; with 100% employer match about $170,439 at 4% or $113,626 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-8$429,174$109,081$13,635iApproximate average salary by contribution assumption: employee only about $340,878 at 4% or $227,252 at 6%; with 50% employer match about $227,252 at 4% or $151,501 at 6%; with 100% employer match about $170,439 at 4% or $113,626 at 6%.
2002110$251,268$104,148$10,415iApproximate average salary by contribution assumption: employee only about $260,370 at 4% or $173,580 at 6%; with 50% employer match about $173,580 at 4% or $115,720 at 6%; with 100% employer match about $130,185 at 4% or $86,790 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-10$251,268$104,148$10,415iApproximate average salary by contribution assumption: employee only about $260,370 at 4% or $173,580 at 6%; with 50% employer match about $173,580 at 4% or $115,720 at 6%; with 100% employer match about $130,185 at 4% or $86,790 at 6%.
200119$172,693$100,347$11,150iApproximate average salary by contribution assumption: employee only about $278,742 at 4% or $185,828 at 6%; with 50% employer match about $185,828 at 4% or $123,885 at 6%; with 100% employer match about $139,371 at 4% or $92,914 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-9$172,693$100,347$11,150iApproximate average salary by contribution assumption: employee only about $278,742 at 4% or $185,828 at 6%; with 50% employer match about $185,828 at 4% or $123,885 at 6%; with 100% employer match about $139,371 at 4% or $92,914 at 6%.
200018$79,810$79,810$9,976iApproximate average salary by contribution assumption: employee only about $249,406 at 4% or $166,271 at 6%; with 50% employer match about $166,271 at 4% or $110,847 at 6%; with 100% employer match about $124,703 at 4% or $83,135 at 6%.
Poole & Shaffery LLP Profit Sharing Plan-8$79,810$79,810$9,976iApproximate average salary by contribution assumption: employee only about $249,406 at 4% or $166,271 at 6%; with 50% employer match about $166,271 at 4% or $110,847 at 6%; with 100% employer match about $124,703 at 4% or $83,135 at 6%.