Civic Intelligence

The Portfolio Strategy Group Inc.

Plan context: The Portfolio Strategy Group Inc. Profit Sharing Plan

EIN 13-3564557 • 19 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$1,093,720

2011 Contributions

$219,952

Historical Graphs

Total Assets Over Time

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

$2,000,826$1,000,413$0199920062011YearValue
$1,093,720Latest year 2011

Participants Over Time

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

950199920052011YearValue
8Latest 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
201128$1,093,720$219,952$27,494iApproximate average salary by contribution assumption: employee only about $687,350 at 4% or $458,233 at 6%; with 50% employer match about $458,233 at 4% or $305,489 at 6%; with 100% employer match about $343,675 at 4% or $229,117 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-8$1,093,720$114,171$14,271iApproximate average salary by contribution assumption: employee only about $356,784 at 4% or $237,856 at 6%; with 50% employer match about $237,856 at 4% or $158,571 at 6%; with 100% employer match about $178,392 at 4% or $118,928 at 6%.
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-0-$105,781-
201028$2,000,826$225,000$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-8$1,002,305$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-3$998,521$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
200927$1,643,210$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-6$840,403$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-7$802,807$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
200827$1,295,020$320,000$45,714iApproximate average salary by contribution assumption: employee only about $1,142,857 at 4% or $761,905 at 6%; with 50% employer match about $761,905 at 4% or $507,937 at 6%; with 100% employer match about $571,429 at 4% or $380,952 at 6%.
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-6$657,491$245,000$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-7$637,529$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
200727$0$0-
The Portfolio Strategy Group Inc. Profit Sharing Plan-7---
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-7---
200629$812,984$303,693$33,744iApproximate average salary by contribution assumption: employee only about $843,592 at 4% or $562,394 at 6%; with 50% employer match about $562,394 at 4% or $374,930 at 6%; with 100% employer match about $421,796 at 4% or $281,197 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-9$574,789$65,498$7,278iApproximate average salary by contribution assumption: employee only about $181,939 at 4% or $121,293 at 6%; with 50% employer match about $121,293 at 4% or $80,862 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%.
THE PORTFOLIO STRATEGY GROUP, INC. DEFINED BENEFIT PLAN-9$238,195$238,195$26,466iApproximate average salary by contribution assumption: employee only about $661,653 at 4% or $441,102 at 6%; with 50% employer match about $441,102 at 4% or $294,068 at 6%; with 100% employer match about $330,826 at 4% or $220,551 at 6%.
200515$444,255$65,464$13,093iApproximate average salary by contribution assumption: employee only about $327,320 at 4% or $218,213 at 6%; with 50% employer match about $218,213 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-5$444,255$65,464$13,093iApproximate average salary by contribution assumption: employee only about $327,320 at 4% or $218,213 at 6%; with 50% employer match about $218,213 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
200416$357,423$65,198$10,866iApproximate average salary by contribution assumption: employee only about $271,658 at 4% or $181,106 at 6%; with 50% employer match about $181,106 at 4% or $120,737 at 6%; with 100% employer match about $135,829 at 4% or $90,553 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-6$357,423$65,198$10,866iApproximate average salary by contribution assumption: employee only about $271,658 at 4% or $181,106 at 6%; with 50% employer match about $181,106 at 4% or $120,737 at 6%; with 100% employer match about $135,829 at 4% or $90,553 at 6%.
200315$276,961$58,126$11,625iApproximate average salary by contribution assumption: employee only about $290,630 at 4% or $193,753 at 6%; with 50% employer match about $193,753 at 4% or $129,169 at 6%; with 100% employer match about $145,315 at 4% or $96,877 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-5$276,961$58,126$11,625iApproximate average salary by contribution assumption: employee only about $290,630 at 4% or $193,753 at 6%; with 50% employer match about $193,753 at 4% or $129,169 at 6%; with 100% employer match about $145,315 at 4% or $96,877 at 6%.
200214$0$0-
The Portfolio Strategy Group Inc. Profit Sharing Plan-4---
200114$0$0-
The Portfolio Strategy Group Inc. Profit Sharing Plan-4---
200015$136,939$55,253$11,051iApproximate average salary by contribution assumption: employee only about $276,265 at 4% or $184,177 at 6%; with 50% employer match about $184,177 at 4% or $122,784 at 6%; with 100% employer match about $138,133 at 4% or $92,088 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-5$136,939$55,253$11,051iApproximate average salary by contribution assumption: employee only about $276,265 at 4% or $184,177 at 6%; with 50% employer match about $184,177 at 4% or $122,784 at 6%; with 100% employer match about $138,133 at 4% or $92,088 at 6%.
199912$126,308$31,858$15,929iApproximate average salary by contribution assumption: employee only about $398,225 at 4% or $265,483 at 6%; with 50% employer match about $265,483 at 4% or $176,989 at 6%; with 100% employer match about $199,113 at 4% or $132,742 at 6%.
The Portfolio Strategy Group Inc. Profit Sharing Plan-2$126,308$31,858$15,929iApproximate average salary by contribution assumption: employee only about $398,225 at 4% or $265,483 at 6%; with 50% employer match about $265,483 at 4% or $176,989 at 6%; with 100% employer match about $199,113 at 4% or $132,742 at 6%.