Civic Intelligence

Portico Holdings, LLC

Plan context: Portico Holdings LLC 401(K) Plan

EIN 16-1653470 • Greenwich, CT • 17 filings • 2 plans

39 Lewis Street3rd FloorGreenwich, CT 06830
Current Snapshot

Latest Year

2022

2022 Participants

28

2022 Assets

$4,530,227

2022 Contributions

$569,740

Historical Graphs

Total Assets Over Time

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

$4,530,227$2,265,114$0200620142021YearValue
$4,530,227Latest year 2021

Participants Over Time

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

28140200620142021YearValue
28Latest year 2021

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
202210$0$0-
Portico Holdings LLC 401(K) Plan-0$0--
2021128$4,530,227$569,740$20,348iApproximate average salary by contribution assumption: employee only about $508,696 at 4% or $339,131 at 6%; with 50% employer match about $339,131 at 4% or $226,087 at 6%; with 100% employer match about $254,348 at 4% or $169,565 at 6%.
Portico Holdings LLC 401(K) Plan-28$4,530,227$569,740$20,348iApproximate average salary by contribution assumption: employee only about $508,696 at 4% or $339,131 at 6%; with 50% employer match about $339,131 at 4% or $226,087 at 6%; with 100% employer match about $254,348 at 4% or $169,565 at 6%.
2020121$3,283,410$170,260$8,108iApproximate average salary by contribution assumption: employee only about $202,690 at 4% or $135,127 at 6%; with 50% employer match about $135,127 at 4% or $90,085 at 6%; with 100% employer match about $101,345 at 4% or $67,563 at 6%.
Portico Holdings LLC 401(K) Plan-21$3,283,410$170,260$8,108iApproximate average salary by contribution assumption: employee only about $202,690 at 4% or $135,127 at 6%; with 50% employer match about $135,127 at 4% or $90,085 at 6%; with 100% employer match about $101,345 at 4% or $67,563 at 6%.
2019118$2,849,713$181,924$10,107iApproximate average salary by contribution assumption: employee only about $252,672 at 4% or $168,448 at 6%; with 50% employer match about $168,448 at 4% or $112,299 at 6%; with 100% employer match about $126,336 at 4% or $84,224 at 6%.
Portico Holdings LLC 401(K) Plan-18$2,849,713$181,924$10,107iApproximate average salary by contribution assumption: employee only about $252,672 at 4% or $168,448 at 6%; with 50% employer match about $168,448 at 4% or $112,299 at 6%; with 100% employer match about $126,336 at 4% or $84,224 at 6%.
2018118$2,186,666$198,251$11,014iApproximate average salary by contribution assumption: employee only about $275,349 at 4% or $183,566 at 6%; with 50% employer match about $183,566 at 4% or $122,377 at 6%; with 100% employer match about $137,674 at 4% or $91,783 at 6%.
Portico Holdings LLC 401(K) Plan-18$2,186,666$198,251$11,014iApproximate average salary by contribution assumption: employee only about $275,349 at 4% or $183,566 at 6%; with 50% employer match about $183,566 at 4% or $122,377 at 6%; with 100% employer match about $137,674 at 4% or $91,783 at 6%.
2017117$2,193,880$135,811$7,989iApproximate average salary by contribution assumption: employee only about $199,722 at 4% or $133,148 at 6%; with 50% employer match about $133,148 at 4% or $88,765 at 6%; with 100% employer match about $99,861 at 4% or $66,574 at 6%.
Portico Holdings LLC 401(K) Plan-17$2,193,880$135,811$7,989iApproximate average salary by contribution assumption: employee only about $199,722 at 4% or $133,148 at 6%; with 50% employer match about $133,148 at 4% or $88,765 at 6%; with 100% employer match about $99,861 at 4% or $66,574 at 6%.
2016116$1,847,578$127,550$7,972iApproximate average salary by contribution assumption: employee only about $199,297 at 4% or $132,865 at 6%; with 50% employer match about $132,865 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%.
Portico Holdings LLC 401(K) Plan-16$1,847,578$127,550$7,972iApproximate average salary by contribution assumption: employee only about $199,297 at 4% or $132,865 at 6%; with 50% employer match about $132,865 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%.
2015116$1,499,256$153,789$9,612iApproximate average salary by contribution assumption: employee only about $240,295 at 4% or $160,197 at 6%; with 50% employer match about $160,197 at 4% or $106,798 at 6%; with 100% employer match about $120,148 at 4% or $80,098 at 6%.
Portico Holdings LLC 401(K) Plan-16$1,499,256$153,789$9,612iApproximate average salary by contribution assumption: employee only about $240,295 at 4% or $160,197 at 6%; with 50% employer match about $160,197 at 4% or $106,798 at 6%; with 100% employer match about $120,148 at 4% or $80,098 at 6%.
2014113$1,413,516$133,574$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
Portico Holdings LLC 401(K) Plan-13$1,413,516$133,574$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
2013113$1,189,532$143,473$11,036iApproximate average salary by contribution assumption: employee only about $275,910 at 4% or $183,940 at 6%; with 50% employer match about $183,940 at 4% or $122,626 at 6%; with 100% employer match about $137,955 at 4% or $91,970 at 6%.
Portico Holdings LLC 401(K) Plan-13$1,189,532$143,473$11,036iApproximate average salary by contribution assumption: employee only about $275,910 at 4% or $183,940 at 6%; with 50% employer match about $183,940 at 4% or $122,626 at 6%; with 100% employer match about $137,955 at 4% or $91,970 at 6%.
2012112$786,384$143,725$11,977iApproximate average salary by contribution assumption: employee only about $299,427 at 4% or $199,618 at 6%; with 50% employer match about $199,618 at 4% or $133,079 at 6%; with 100% employer match about $149,714 at 4% or $99,809 at 6%.
Portico Holdings LLC 401(K) Plan-12$786,384$143,725$11,977iApproximate average salary by contribution assumption: employee only about $299,427 at 4% or $199,618 at 6%; with 50% employer match about $199,618 at 4% or $133,079 at 6%; with 100% employer match about $149,714 at 4% or $99,809 at 6%.
2011112$714,283$176,707$14,726iApproximate average salary by contribution assumption: employee only about $368,140 at 4% or $245,426 at 6%; with 50% employer match about $245,426 at 4% or $163,618 at 6%; with 100% employer match about $184,070 at 4% or $122,713 at 6%.
Portico Holdings LLC 401(K) Plan-12$714,283$176,707$14,726iApproximate average salary by contribution assumption: employee only about $368,140 at 4% or $245,426 at 6%; with 50% employer match about $245,426 at 4% or $163,618 at 6%; with 100% employer match about $184,070 at 4% or $122,713 at 6%.
2010112$609,972$115,015$9,585iApproximate average salary by contribution assumption: employee only about $239,615 at 4% or $159,743 at 6%; with 50% employer match about $159,743 at 4% or $106,495 at 6%; with 100% employer match about $119,807 at 4% or $79,872 at 6%.
Portico Holdings LLC 401(K) Plan-12$609,972$115,015$9,585iApproximate average salary by contribution assumption: employee only about $239,615 at 4% or $159,743 at 6%; with 50% employer match about $159,743 at 4% or $106,495 at 6%; with 100% employer match about $119,807 at 4% or $79,872 at 6%.
2009114$423,010$96,115$6,865iApproximate average salary by contribution assumption: employee only about $171,634 at 4% or $114,423 at 6%; with 50% employer match about $114,423 at 4% or $76,282 at 6%; with 100% employer match about $85,817 at 4% or $57,211 at 6%.
Portico Holdings LLC 401(K) Plan-14$423,010$96,115$6,865iApproximate average salary by contribution assumption: employee only about $171,634 at 4% or $114,423 at 6%; with 50% employer match about $114,423 at 4% or $76,282 at 6%; with 100% employer match about $85,817 at 4% or $57,211 at 6%.
2008114$231,161$126,101$9,007iApproximate average salary by contribution assumption: employee only about $225,180 at 4% or $150,120 at 6%; with 50% employer match about $150,120 at 4% or $100,080 at 6%; with 100% employer match about $112,590 at 4% or $75,060 at 6%.
Portico Holdings LLC 401(K) Plan-14$231,161$126,101$9,007iApproximate average salary by contribution assumption: employee only about $225,180 at 4% or $150,120 at 6%; with 50% employer match about $150,120 at 4% or $100,080 at 6%; with 100% employer match about $112,590 at 4% or $75,060 at 6%.
2007112$0$0-
Portico Holdings LLC 401(K) Plan-12---
2006111$15,432$15,457$1,405iApproximate average salary by contribution assumption: employee only about $35,130 at 4% or $23,420 at 6%; with 50% employer match about $23,420 at 4% or $15,613 at 6%; with 100% employer match about $17,565 at 4% or $11,710 at 6%.
Portico Holdings LLC 401(K) Plan-11$15,432$15,457$1,405iApproximate average salary by contribution assumption: employee only about $35,130 at 4% or $23,420 at 6%; with 50% employer match about $23,420 at 4% or $15,613 at 6%; with 100% employer match about $17,565 at 4% or $11,710 at 6%.