Civic Intelligence

Homeportfolio.Com

Plan context: Homeportfolio Inc. 401K Plan

EIN 04-3258317 • Newton, MA • 14 filings • 5 plans

321 Walnut St Unit 544Newton, MA 02460-1927
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$60,281

2015 Contributions

$21,372

Historical Graphs

Total Assets Over Time

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

$739,898$369,949$0199920052011YearValue
$60,281Latest year 2011

Participants Over Time

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

105530199920032011YearValue
4Latest year 2011

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
201510$0$0-
Homeportfolio Inc. 401K Plan-----
201124$60,281$0-
Homeportfolio Inc. 401K Plan--$33,453--
Homeportfolio Inc. 401K Plan-4$26,828--
201014$34,521$0-
Homeportfolio Inc. 401K Plan-4$34,521--
200914$30,206$0-
Homeportfolio Inc. 401K Plan-4$30,206--
200610$35,477$0-
Homeportfolio Inc. 401K Plan-0$35,477--
200510$32,270$0-
Homeportfolio Inc. 401K Plan-0$32,270--
200410$50,128$0-
Homeportfolio Inc. 401K Plan-0$50,128--
200314$0$0-
Homeportfolio Inc. 401K Plan-4---
200215$251,560$21,372$4,274iApproximate average salary by contribution assumption: employee only about $106,860 at 4% or $71,240 at 6%; with 50% employer match about $71,240 at 4% or $47,493 at 6%; with 100% employer match about $53,430 at 4% or $35,620 at 6%.
Homeportfolio Inc. 401K Plan-5$251,560$21,372$4,274iApproximate average salary by contribution assumption: employee only about $106,860 at 4% or $71,240 at 6%; with 50% employer match about $71,240 at 4% or $47,493 at 6%; with 100% employer match about $53,430 at 4% or $35,620 at 6%.
2001120$567,107$356,338$17,817iApproximate average salary by contribution assumption: employee only about $445,423 at 4% or $296,948 at 6%; with 50% employer match about $296,948 at 4% or $197,966 at 6%; with 100% employer match about $222,711 at 4% or $148,474 at 6%.
Homeportfolio Inc. 401K Plan-20$567,107$356,338$17,817iApproximate average salary by contribution assumption: employee only about $445,423 at 4% or $296,948 at 6%; with 50% employer match about $296,948 at 4% or $197,966 at 6%; with 100% employer match about $222,711 at 4% or $148,474 at 6%.
20001105$739,898$738,050$7,029iApproximate average salary by contribution assumption: employee only about $175,726 at 4% or $117,151 at 6%; with 50% employer match about $117,151 at 4% or $78,101 at 6%; with 100% employer match about $87,863 at 4% or $58,575 at 6%.
Homeportfolio Inc. 401K Plan-105$739,898$738,050$7,029iApproximate average salary by contribution assumption: employee only about $175,726 at 4% or $117,151 at 6%; with 50% employer match about $117,151 at 4% or $78,101 at 6%; with 100% employer match about $87,863 at 4% or $58,575 at 6%.
19992105$169,324$150,239$1,431iApproximate average salary by contribution assumption: employee only about $35,771 at 4% or $23,847 at 6%; with 50% employer match about $23,847 at 4% or $15,898 at 6%; with 100% employer match about $17,886 at 4% or $11,924 at 6%.
Homeportfolio Inc. 401K Plan-103$169,324$150,239$1,459iApproximate average salary by contribution assumption: employee only about $36,466 at 4% or $24,311 at 6%; with 50% employer match about $24,311 at 4% or $16,207 at 6%; with 100% employer match about $18,233 at 4% or $12,155 at 6%.
Homeportfolio Employee Benefits Plan-105---