Civic Intelligence

Portolan Capital Management LLC

Plan context: Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust

EIN 20-1926326 • Boston, MA • 18 filings • 8 plans

2 International Place Ste 2630Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,819,315

2024 Contributions

$253,974

Historical Graphs

Total Assets Over Time

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

$3,819,315$1,909,658$0200820162024YearValue
$3,819,315Latest year 2024

Participants Over Time

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

1470200720162024YearValue
12Latest year 2024

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
2024112$3,819,315$253,974$21,165iApproximate average salary by contribution assumption: employee only about $529,113 at 4% or $352,742 at 6%; with 50% employer match about $352,742 at 4% or $235,161 at 6%; with 100% employer match about $264,556 at 4% or $176,371 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-12$3,819,315$253,974$21,165iApproximate average salary by contribution assumption: employee only about $529,113 at 4% or $352,742 at 6%; with 50% employer match about $352,742 at 4% or $235,161 at 6%; with 100% employer match about $264,556 at 4% or $176,371 at 6%.
2023112$3,051,064$233,511$19,459iApproximate average salary by contribution assumption: employee only about $486,481 at 4% or $324,321 at 6%; with 50% employer match about $324,321 at 4% or $216,214 at 6%; with 100% employer match about $243,241 at 4% or $162,160 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-12$3,051,064$233,511$19,459iApproximate average salary by contribution assumption: employee only about $486,481 at 4% or $324,321 at 6%; with 50% employer match about $324,321 at 4% or $216,214 at 6%; with 100% employer match about $243,241 at 4% or $162,160 at 6%.
2022114$2,566,857$188,733$13,481iApproximate average salary by contribution assumption: employee only about $337,023 at 4% or $224,682 at 6%; with 50% employer match about $224,682 at 4% or $149,788 at 6%; with 100% employer match about $168,512 at 4% or $112,341 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-14$2,566,857$188,733$13,481iApproximate average salary by contribution assumption: employee only about $337,023 at 4% or $224,682 at 6%; with 50% employer match about $224,682 at 4% or $149,788 at 6%; with 100% employer match about $168,512 at 4% or $112,341 at 6%.
2021112$2,785,680$185,439$15,453iApproximate average salary by contribution assumption: employee only about $386,331 at 4% or $257,554 at 6%; with 50% employer match about $257,554 at 4% or $171,703 at 6%; with 100% employer match about $193,166 at 4% or $128,777 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-12$2,785,680$185,439$15,453iApproximate average salary by contribution assumption: employee only about $386,331 at 4% or $257,554 at 6%; with 50% employer match about $257,554 at 4% or $171,703 at 6%; with 100% employer match about $193,166 at 4% or $128,777 at 6%.
2020111$2,272,575$143,445$13,040iApproximate average salary by contribution assumption: employee only about $326,011 at 4% or $217,341 at 6%; with 50% employer match about $217,341 at 4% or $144,894 at 6%; with 100% employer match about $163,006 at 4% or $108,670 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-11$2,272,575$143,445$13,040iApproximate average salary by contribution assumption: employee only about $326,011 at 4% or $217,341 at 6%; with 50% employer match about $217,341 at 4% or $144,894 at 6%; with 100% employer match about $163,006 at 4% or $108,670 at 6%.
2019112$1,878,912$171,729$14,311iApproximate average salary by contribution assumption: employee only about $357,769 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,008 at 6%; with 100% employer match about $178,884 at 4% or $119,256 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-12$1,878,912$171,729$14,311iApproximate average salary by contribution assumption: employee only about $357,769 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,008 at 6%; with 100% employer match about $178,884 at 4% or $119,256 at 6%.
2018113$1,650,071$132,346$10,180iApproximate average salary by contribution assumption: employee only about $254,512 at 4% or $169,674 at 6%; with 50% employer match about $169,674 at 4% or $113,116 at 6%; with 100% employer match about $127,256 at 4% or $84,837 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-13$1,650,071$132,346$10,180iApproximate average salary by contribution assumption: employee only about $254,512 at 4% or $169,674 at 6%; with 50% employer match about $169,674 at 4% or $113,116 at 6%; with 100% employer match about $127,256 at 4% or $84,837 at 6%.
2017112$1,604,737$130,108$10,842iApproximate average salary by contribution assumption: employee only about $271,058 at 4% or $180,706 at 6%; with 50% employer match about $180,706 at 4% or $120,470 at 6%; with 100% employer match about $135,529 at 4% or $90,353 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-12$1,604,737$130,108$10,842iApproximate average salary by contribution assumption: employee only about $271,058 at 4% or $180,706 at 6%; with 50% employer match about $180,706 at 4% or $120,470 at 6%; with 100% employer match about $135,529 at 4% or $90,353 at 6%.
2016111$1,299,798$133,184$12,108iApproximate average salary by contribution assumption: employee only about $302,691 at 4% or $201,794 at 6%; with 50% employer match about $201,794 at 4% or $134,529 at 6%; with 100% employer match about $151,345 at 4% or $100,897 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-11$1,299,798$133,184$12,108iApproximate average salary by contribution assumption: employee only about $302,691 at 4% or $201,794 at 6%; with 50% employer match about $201,794 at 4% or $134,529 at 6%; with 100% employer match about $151,345 at 4% or $100,897 at 6%.
201519$1,076,884$100,690$11,188iApproximate average salary by contribution assumption: employee only about $279,694 at 4% or $186,463 at 6%; with 50% employer match about $186,463 at 4% or $124,309 at 6%; with 100% employer match about $139,847 at 4% or $93,231 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-9$1,076,884$100,690$11,188iApproximate average salary by contribution assumption: employee only about $279,694 at 4% or $186,463 at 6%; with 50% employer match about $186,463 at 4% or $124,309 at 6%; with 100% employer match about $139,847 at 4% or $93,231 at 6%.
201418$975,847$123,226$15,403iApproximate average salary by contribution assumption: employee only about $385,081 at 4% or $256,721 at 6%; with 50% employer match about $256,721 at 4% or $171,147 at 6%; with 100% employer match about $192,541 at 4% or $128,360 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-8$975,847$123,226$15,403iApproximate average salary by contribution assumption: employee only about $385,081 at 4% or $256,721 at 6%; with 50% employer match about $256,721 at 4% or $171,147 at 6%; with 100% employer match about $192,541 at 4% or $128,360 at 6%.
201317$800,002$80,308$11,473iApproximate average salary by contribution assumption: employee only about $286,814 at 4% or $191,210 at 6%; with 50% employer match about $191,210 at 4% or $127,473 at 6%; with 100% employer match about $143,407 at 4% or $95,605 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-7$800,002$80,308$11,473iApproximate average salary by contribution assumption: employee only about $286,814 at 4% or $191,210 at 6%; with 50% employer match about $191,210 at 4% or $127,473 at 6%; with 100% employer match about $143,407 at 4% or $95,605 at 6%.
201218$769,950$157,708$19,714iApproximate average salary by contribution assumption: employee only about $492,838 at 4% or $328,558 at 6%; with 50% employer match about $328,558 at 4% or $219,039 at 6%; with 100% employer match about $246,419 at 4% or $164,279 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-8$769,950$157,708$19,714iApproximate average salary by contribution assumption: employee only about $492,838 at 4% or $328,558 at 6%; with 50% employer match about $328,558 at 4% or $219,039 at 6%; with 100% employer match about $246,419 at 4% or $164,279 at 6%.
201119$574,725$159,987$17,776iApproximate average salary by contribution assumption: employee only about $444,408 at 4% or $296,272 at 6%; with 50% employer match about $296,272 at 4% or $197,515 at 6%; with 100% employer match about $222,204 at 4% or $148,136 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-9$574,725$159,987$17,776iApproximate average salary by contribution assumption: employee only about $444,408 at 4% or $296,272 at 6%; with 50% employer match about $296,272 at 4% or $197,515 at 6%; with 100% employer match about $222,204 at 4% or $148,136 at 6%.
201018$415,181$108,529$13,566iApproximate average salary by contribution assumption: employee only about $339,153 at 4% or $226,102 at 6%; with 50% employer match about $226,102 at 4% or $150,735 at 6%; with 100% employer match about $169,577 at 4% or $113,051 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-8$415,181$108,529$13,566iApproximate average salary by contribution assumption: employee only about $339,153 at 4% or $226,102 at 6%; with 50% employer match about $226,102 at 4% or $150,735 at 6%; with 100% employer match about $169,577 at 4% or $113,051 at 6%.
200918$279,565$128,392$16,049iApproximate average salary by contribution assumption: employee only about $401,225 at 4% or $267,483 at 6%; with 50% employer match about $267,483 at 4% or $178,322 at 6%; with 100% employer match about $200,613 at 4% or $133,742 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-8$279,565$128,392$16,049iApproximate average salary by contribution assumption: employee only about $401,225 at 4% or $267,483 at 6%; with 50% employer match about $267,483 at 4% or $178,322 at 6%; with 100% employer match about $200,613 at 4% or $133,742 at 6%.
200816$147,140$134,544$22,424iApproximate average salary by contribution assumption: employee only about $560,600 at 4% or $373,733 at 6%; with 50% employer match about $373,733 at 4% or $249,156 at 6%; with 100% employer match about $280,300 at 4% or $186,867 at 6%.
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-6$147,140$134,544$22,424iApproximate average salary by contribution assumption: employee only about $560,600 at 4% or $373,733 at 6%; with 50% employer match about $373,733 at 4% or $249,156 at 6%; with 100% employer match about $280,300 at 4% or $186,867 at 6%.
200716$0$0-
Portolan Capital Management LLC 401(K) Profit Sharing Plan and Trust-6---