Civic Intelligence

Portfolio Financing Corporation

Plan context: Portfolio Financing Corporation 401K Profit Sharing Plan

EIN 16-1503177 • North Syracuse, NY • 10 filings • 2 plans

131 Lorian DriveNorth Syracuse, NY 13212
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$622,960

2011 Contributions

$88,638

Historical Graphs

Total Assets Over Time

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

$673,018$336,509$0200220062010YearValue
$622,960Latest year 2010

Participants Over Time

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

630200220062010YearValue
5Latest year 2010

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
201110$0$0-
Portfolio Financing Corporation 401K Profit Sharing Plan-0$0$0-
201015$622,960$0-
Portfolio Financing Corporation 401K Profit Sharing Plan-5$622,960$0-
200915$567,209$0-
Portfolio Financing Corporation 401K Profit Sharing Plan-5$567,209--
200811$490,840$0-
Portfolio Financing Corporation 401K Profit Sharing Plan-1$490,840--
200714$0$0-
Portfolio Financing Corporation 401K Profit Sharing Plan-4---
200614$673,018$88,638$22,160iApproximate average salary by contribution assumption: employee only about $553,988 at 4% or $369,325 at 6%; with 50% employer match about $369,325 at 4% or $246,217 at 6%; with 100% employer match about $276,994 at 4% or $184,663 at 6%.
Portfolio Financing Corporation 401K Profit Sharing Plan-4$673,018$88,638$22,160iApproximate average salary by contribution assumption: employee only about $553,988 at 4% or $369,325 at 6%; with 50% employer match about $369,325 at 4% or $246,217 at 6%; with 100% employer match about $276,994 at 4% or $184,663 at 6%.
200515$506,254$104,000$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
Portfolio Financing Corporation 401K Profit Sharing Plan-5$506,254$104,000$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
200416$428,595$104,250$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
Portfolio Financing Corporation 401K Profit Sharing Plan-6$428,595$104,250$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
200316$294,258$146,207$24,368iApproximate average salary by contribution assumption: employee only about $609,196 at 4% or $406,131 at 6%; with 50% employer match about $406,131 at 4% or $270,754 at 6%; with 100% employer match about $304,598 at 4% or $203,065 at 6%.
Portfolio Financing Corporation 401K Profit Sharing Plan-6$294,258$146,207$24,368iApproximate average salary by contribution assumption: employee only about $609,196 at 4% or $406,131 at 6%; with 50% employer match about $406,131 at 4% or $270,754 at 6%; with 100% employer match about $304,598 at 4% or $203,065 at 6%.
200216$122,390$122,945$20,491iApproximate average salary by contribution assumption: employee only about $512,271 at 4% or $341,514 at 6%; with 50% employer match about $341,514 at 4% or $227,676 at 6%; with 100% employer match about $256,135 at 4% or $170,757 at 6%.
Portfolio Financing Corporation 401K Profit Sharing Plan-6$122,390$122,945$20,491iApproximate average salary by contribution assumption: employee only about $512,271 at 4% or $341,514 at 6%; with 50% employer match about $341,514 at 4% or $227,676 at 6%; with 100% employer match about $256,135 at 4% or $170,757 at 6%.