Civic Intelligence

OLD PORT ADVISORS

Plan context: OLD PORT ADVISORS 401K PLAN

EIN 01-0488404 • Portland, ME • 15 filings • 3 plans

130 Middle Street 2nd FloorP O Box 4802Portland, ME 04112
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,981,081

2025 Contributions

$235,029

Historical Graphs

Total Assets Over Time

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

$2,981,081$1,490,541$0201220192025YearValue
$2,981,081Latest year 2025

Participants Over Time

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

1260201220192025YearValue
12Latest year 2025

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
2025112$2,981,081$235,029$19,586iApproximate average salary by contribution assumption: employee only about $489,644 at 4% or $326,429 at 6%; with 50% employer match about $326,429 at 4% or $217,619 at 6%; with 100% employer match about $244,822 at 4% or $163,215 at 6%.
OLD PORT ADVISORS 401K PLAN-12$2,981,081$235,029$19,586iApproximate average salary by contribution assumption: employee only about $489,644 at 4% or $326,429 at 6%; with 50% employer match about $326,429 at 4% or $217,619 at 6%; with 100% employer match about $244,822 at 4% or $163,215 at 6%.
2024111$2,302,675$196,278$17,843iApproximate average salary by contribution assumption: employee only about $446,086 at 4% or $297,391 at 6%; with 50% employer match about $297,391 at 4% or $198,261 at 6%; with 100% employer match about $223,043 at 4% or $148,695 at 6%.
OLD PORT ADVISORS 401K PLAN-11$2,302,675$196,278$17,843iApproximate average salary by contribution assumption: employee only about $446,086 at 4% or $297,391 at 6%; with 50% employer match about $297,391 at 4% or $198,261 at 6%; with 100% employer match about $223,043 at 4% or $148,695 at 6%.
202319$1,983,081$187,537$20,837iApproximate average salary by contribution assumption: employee only about $520,936 at 4% or $347,291 at 6%; with 50% employer match about $347,291 at 4% or $231,527 at 6%; with 100% employer match about $260,468 at 4% or $173,645 at 6%.
OLD PORT ADVISORS 401K PLAN-9$1,983,081$187,537$20,837iApproximate average salary by contribution assumption: employee only about $520,936 at 4% or $347,291 at 6%; with 50% employer match about $347,291 at 4% or $231,527 at 6%; with 100% employer match about $260,468 at 4% or $173,645 at 6%.
2022110$1,575,914$164,281$16,428iApproximate average salary by contribution assumption: employee only about $410,702 at 4% or $273,802 at 6%; with 50% employer match about $273,802 at 4% or $182,534 at 6%; with 100% employer match about $205,351 at 4% or $136,901 at 6%.
OLD PORT ADVISORS 401K PLAN-10$1,575,914$164,281$16,428iApproximate average salary by contribution assumption: employee only about $410,702 at 4% or $273,802 at 6%; with 50% employer match about $273,802 at 4% or $182,534 at 6%; with 100% employer match about $205,351 at 4% or $136,901 at 6%.
2021110$1,641,631$145,065$14,507iApproximate average salary by contribution assumption: employee only about $362,663 at 4% or $241,775 at 6%; with 50% employer match about $241,775 at 4% or $161,183 at 6%; with 100% employer match about $181,331 at 4% or $120,888 at 6%.
OLD PORT ADVISORS 401K PLAN-10$1,641,631$145,065$14,507iApproximate average salary by contribution assumption: employee only about $362,663 at 4% or $241,775 at 6%; with 50% employer match about $241,775 at 4% or $161,183 at 6%; with 100% employer match about $181,331 at 4% or $120,888 at 6%.
2020110$1,365,236$124,660$12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%.
OLD PORT ADVISORS 401K PLAN-10$1,365,236$124,660$12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%.
201919$1,076,538$109,965$12,218iApproximate average salary by contribution assumption: employee only about $305,458 at 4% or $203,639 at 6%; with 50% employer match about $203,639 at 4% or $135,759 at 6%; with 100% employer match about $152,729 at 4% or $101,819 at 6%.
OLD PORT ADVISORS 401K PLAN-9$1,076,538$109,965$12,218iApproximate average salary by contribution assumption: employee only about $305,458 at 4% or $203,639 at 6%; with 50% employer match about $203,639 at 4% or $135,759 at 6%; with 100% employer match about $152,729 at 4% or $101,819 at 6%.
201819$788,243$110,515$12,279iApproximate average salary by contribution assumption: employee only about $306,986 at 4% or $204,657 at 6%; with 50% employer match about $204,657 at 4% or $136,438 at 6%; with 100% employer match about $153,493 at 4% or $102,329 at 6%.
OLD PORT ADVISORS 401K PLAN-9$788,243$110,515$12,279iApproximate average salary by contribution assumption: employee only about $306,986 at 4% or $204,657 at 6%; with 50% employer match about $204,657 at 4% or $136,438 at 6%; with 100% employer match about $153,493 at 4% or $102,329 at 6%.
201718$784,980$98,553$12,319iApproximate average salary by contribution assumption: employee only about $307,978 at 4% or $205,319 at 6%; with 50% employer match about $205,319 at 4% or $136,879 at 6%; with 100% employer match about $153,989 at 4% or $102,659 at 6%.
OLD PORT ADVISORS 401K PLAN-8$784,980$98,553$12,319iApproximate average salary by contribution assumption: employee only about $307,978 at 4% or $205,319 at 6%; with 50% employer match about $205,319 at 4% or $136,879 at 6%; with 100% employer match about $153,989 at 4% or $102,659 at 6%.
201618$578,038$100,567$12,571iApproximate average salary by contribution assumption: employee only about $314,272 at 4% or $209,515 at 6%; with 50% employer match about $209,515 at 4% or $139,676 at 6%; with 100% employer match about $157,136 at 4% or $104,757 at 6%.
OLD PORT ADVISORS 401K PLAN-8$578,038$100,567$12,571iApproximate average salary by contribution assumption: employee only about $314,272 at 4% or $209,515 at 6%; with 50% employer match about $209,515 at 4% or $139,676 at 6%; with 100% employer match about $157,136 at 4% or $104,757 at 6%.
201519$494,977$263,560$29,284iApproximate average salary by contribution assumption: employee only about $732,111 at 4% or $488,074 at 6%; with 50% employer match about $488,074 at 4% or $325,383 at 6%; with 100% employer match about $366,056 at 4% or $244,037 at 6%.
INVESTMENT MANAGEMENT & CONSULTING GROUP 401K PLAN-9$494,977$263,560$29,284iApproximate average salary by contribution assumption: employee only about $732,111 at 4% or $488,074 at 6%; with 50% employer match about $488,074 at 4% or $325,383 at 6%; with 100% employer match about $366,056 at 4% or $244,037 at 6%.
201418$372,106$97,330$12,166iApproximate average salary by contribution assumption: employee only about $304,156 at 4% or $202,771 at 6%; with 50% employer match about $202,771 at 4% or $135,181 at 6%; with 100% employer match about $152,078 at 4% or $101,385 at 6%.
INVESTMENT MANAGEMENT & CONSULTING GROUP 401K PLAN-8$372,106$97,330$12,166iApproximate average salary by contribution assumption: employee only about $304,156 at 4% or $202,771 at 6%; with 50% employer match about $202,771 at 4% or $135,181 at 6%; with 100% employer match about $152,078 at 4% or $101,385 at 6%.
201318$268,636$100,984$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
INVESTMENT MANAGEMENT & CONSULTING GROUP 401K PLAN-8$268,636$100,984$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
201227$180,201$169,947$24,278iApproximate average salary by contribution assumption: employee only about $606,954 at 4% or $404,636 at 6%; with 50% employer match about $404,636 at 4% or $269,757 at 6%; with 100% employer match about $303,477 at 4% or $202,318 at 6%.
INVESTMENT MANAGEMENT & CONSULTING GROUP 401K PLAN-7$133,371$125,351$17,907iApproximate average salary by contribution assumption: employee only about $447,682 at 4% or $298,455 at 6%; with 50% employer match about $298,455 at 4% or $198,970 at 6%; with 100% employer match about $223,841 at 4% or $149,227 at 6%.
INVESTMENT MANAGEMENT & CONSULTING GROUP 401K PLA-7$46,830$44,596$6,371iApproximate average salary by contribution assumption: employee only about $159,271 at 4% or $106,181 at 6%; with 50% employer match about $106,181 at 4% or $70,787 at 6%; with 100% employer match about $79,636 at 4% or $53,090 at 6%.