Civic Intelligence

Portnoy & Tu, Dds PC

Plan context: Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan

EIN 20-2074365 • Okemos, MI • 20 filings • 2 plans

2476 Jolly RdOkemos, MI 48864-3557
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,375,583

2024 Contributions

$61,013

Historical Graphs

Total Assets Over Time

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

$1,375,583$687,792$0200520152024YearValue
$1,375,583Latest year 2024

Participants Over Time

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

1260200520142024YearValue
9Latest 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
202419$1,375,583$61,013$6,779iApproximate average salary by contribution assumption: employee only about $169,481 at 4% or $112,987 at 6%; with 50% employer match about $112,987 at 4% or $75,325 at 6%; with 100% employer match about $84,740 at 4% or $56,494 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-9$1,375,583$61,013$6,779iApproximate average salary by contribution assumption: employee only about $169,481 at 4% or $112,987 at 6%; with 50% employer match about $112,987 at 4% or $75,325 at 6%; with 100% employer match about $84,740 at 4% or $56,494 at 6%.
2023110$1,154,601$59,475$5,948iApproximate average salary by contribution assumption: employee only about $148,688 at 4% or $99,125 at 6%; with 50% employer match about $99,125 at 4% or $66,083 at 6%; with 100% employer match about $74,344 at 4% or $49,563 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-10$1,154,601$59,475$5,948iApproximate average salary by contribution assumption: employee only about $148,688 at 4% or $99,125 at 6%; with 50% employer match about $99,125 at 4% or $66,083 at 6%; with 100% employer match about $74,344 at 4% or $49,563 at 6%.
2022110$902,960$51,239$5,124iApproximate average salary by contribution assumption: employee only about $128,097 at 4% or $85,398 at 6%; with 50% employer match about $85,398 at 4% or $56,932 at 6%; with 100% employer match about $64,049 at 4% or $42,699 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-10$902,960$51,239$5,124iApproximate average salary by contribution assumption: employee only about $128,097 at 4% or $85,398 at 6%; with 50% employer match about $85,398 at 4% or $56,932 at 6%; with 100% employer match about $64,049 at 4% or $42,699 at 6%.
2021112$1,112,741$47,064$3,922iApproximate average salary by contribution assumption: employee only about $98,050 at 4% or $65,367 at 6%; with 50% employer match about $65,367 at 4% or $43,578 at 6%; with 100% employer match about $49,025 at 4% or $32,683 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-12$1,112,741$47,064$3,922iApproximate average salary by contribution assumption: employee only about $98,050 at 4% or $65,367 at 6%; with 50% employer match about $65,367 at 4% or $43,578 at 6%; with 100% employer match about $49,025 at 4% or $32,683 at 6%.
2020111$945,374$47,182$4,289iApproximate average salary by contribution assumption: employee only about $107,232 at 4% or $71,488 at 6%; with 50% employer match about $71,488 at 4% or $47,659 at 6%; with 100% employer match about $53,616 at 4% or $35,744 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-11$945,374$47,182$4,289iApproximate average salary by contribution assumption: employee only about $107,232 at 4% or $71,488 at 6%; with 50% employer match about $71,488 at 4% or $47,659 at 6%; with 100% employer match about $53,616 at 4% or $35,744 at 6%.
2019111$741,613$43,587$3,962iApproximate average salary by contribution assumption: employee only about $99,061 at 4% or $66,041 at 6%; with 50% employer match about $66,041 at 4% or $44,027 at 6%; with 100% employer match about $49,531 at 4% or $33,020 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-11$741,613$43,587$3,962iApproximate average salary by contribution assumption: employee only about $99,061 at 4% or $66,041 at 6%; with 50% employer match about $66,041 at 4% or $44,027 at 6%; with 100% employer match about $49,531 at 4% or $33,020 at 6%.
201810$577,683$50,648-
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-0$577,683$50,648-
201719$569,779$41,469$4,608iApproximate average salary by contribution assumption: employee only about $115,192 at 4% or $76,794 at 6%; with 50% employer match about $76,794 at 4% or $51,196 at 6%; with 100% employer match about $57,596 at 4% or $38,397 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-9$569,779$41,469$4,608iApproximate average salary by contribution assumption: employee only about $115,192 at 4% or $76,794 at 6%; with 50% employer match about $76,794 at 4% or $51,196 at 6%; with 100% employer match about $57,596 at 4% or $38,397 at 6%.
201617$439,642$39,858$5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-7$439,642$39,858$5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.
201517$382,325$36,678$5,240iApproximate average salary by contribution assumption: employee only about $130,993 at 4% or $87,329 at 6%; with 50% employer match about $87,329 at 4% or $58,219 at 6%; with 100% employer match about $65,496 at 4% or $43,664 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-7$382,325$36,678$5,240iApproximate average salary by contribution assumption: employee only about $130,993 at 4% or $87,329 at 6%; with 50% employer match about $87,329 at 4% or $58,219 at 6%; with 100% employer match about $65,496 at 4% or $43,664 at 6%.
201416$354,631$42,134$7,022iApproximate average salary by contribution assumption: employee only about $175,558 at 4% or $117,039 at 6%; with 50% employer match about $117,039 at 4% or $78,026 at 6%; with 100% employer match about $87,779 at 4% or $58,519 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-6$354,631$42,134$7,022iApproximate average salary by contribution assumption: employee only about $175,558 at 4% or $117,039 at 6%; with 50% employer match about $117,039 at 4% or $78,026 at 6%; with 100% employer match about $87,779 at 4% or $58,519 at 6%.
201317$313,782$49,471$7,067iApproximate average salary by contribution assumption: employee only about $176,682 at 4% or $117,788 at 6%; with 50% employer match about $117,788 at 4% or $78,525 at 6%; with 100% employer match about $88,341 at 4% or $58,894 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-7$313,782$49,471$7,067iApproximate average salary by contribution assumption: employee only about $176,682 at 4% or $117,788 at 6%; with 50% employer match about $117,788 at 4% or $78,525 at 6%; with 100% employer match about $88,341 at 4% or $58,894 at 6%.
201217$226,965$34,880$4,983iApproximate average salary by contribution assumption: employee only about $124,571 at 4% or $83,048 at 6%; with 50% employer match about $83,048 at 4% or $55,365 at 6%; with 100% employer match about $62,286 at 4% or $41,524 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-7$226,965$34,880$4,983iApproximate average salary by contribution assumption: employee only about $124,571 at 4% or $83,048 at 6%; with 50% employer match about $83,048 at 4% or $55,365 at 6%; with 100% employer match about $62,286 at 4% or $41,524 at 6%.
201116$168,654$28,915$4,819iApproximate average salary by contribution assumption: employee only about $120,479 at 4% or $80,319 at 6%; with 50% employer match about $80,319 at 4% or $53,546 at 6%; with 100% employer match about $60,240 at 4% or $40,160 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-6$168,654$28,915$4,819iApproximate average salary by contribution assumption: employee only about $120,479 at 4% or $80,319 at 6%; with 50% employer match about $80,319 at 4% or $53,546 at 6%; with 100% employer match about $60,240 at 4% or $40,160 at 6%.
201016$155,143$26,183$4,364iApproximate average salary by contribution assumption: employee only about $109,096 at 4% or $72,731 at 6%; with 50% employer match about $72,731 at 4% or $48,487 at 6%; with 100% employer match about $54,548 at 4% or $36,365 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-6$155,143$26,183$4,364iApproximate average salary by contribution assumption: employee only about $109,096 at 4% or $72,731 at 6%; with 50% employer match about $72,731 at 4% or $48,487 at 6%; with 100% employer match about $54,548 at 4% or $36,365 at 6%.
200914$125,986$25,124$6,281iApproximate average salary by contribution assumption: employee only about $157,025 at 4% or $104,683 at 6%; with 50% employer match about $104,683 at 4% or $69,789 at 6%; with 100% employer match about $78,513 at 4% or $52,342 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-4$125,986$25,124$6,281iApproximate average salary by contribution assumption: employee only about $157,025 at 4% or $104,683 at 6%; with 50% employer match about $104,683 at 4% or $69,789 at 6%; with 100% employer match about $78,513 at 4% or $52,342 at 6%.
200814$81,838$29,608$7,402iApproximate average salary by contribution assumption: employee only about $185,050 at 4% or $123,367 at 6%; with 50% employer match about $123,367 at 4% or $82,244 at 6%; with 100% employer match about $92,525 at 4% or $61,683 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-4$81,838$29,608$7,402iApproximate average salary by contribution assumption: employee only about $185,050 at 4% or $123,367 at 6%; with 50% employer match about $123,367 at 4% or $82,244 at 6%; with 100% employer match about $92,525 at 4% or $61,683 at 6%.
200715$87,739$29,058$5,812iApproximate average salary by contribution assumption: employee only about $145,290 at 4% or $96,860 at 6%; with 50% employer match about $96,860 at 4% or $64,573 at 6%; with 100% employer match about $72,645 at 4% or $48,430 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-5$87,739$29,058$5,812iApproximate average salary by contribution assumption: employee only about $145,290 at 4% or $96,860 at 6%; with 50% employer match about $96,860 at 4% or $64,573 at 6%; with 100% employer match about $72,645 at 4% or $48,430 at 6%.
200614$56,824$27,113$6,778iApproximate average salary by contribution assumption: employee only about $169,456 at 4% or $112,971 at 6%; with 50% employer match about $112,971 at 4% or $75,314 at 6%; with 100% employer match about $84,728 at 4% or $56,485 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-4$56,824$27,113$6,778iApproximate average salary by contribution assumption: employee only about $169,456 at 4% or $112,971 at 6%; with 50% employer match about $112,971 at 4% or $75,314 at 6%; with 100% employer match about $84,728 at 4% or $56,485 at 6%.
200515$25,323$24,499$4,900iApproximate average salary by contribution assumption: employee only about $122,495 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,248 at 4% or $40,832 at 6%.
Portnoy & Tu, Dds PC 401(K) Profit Sharing Plan-5$25,323$24,499$4,900iApproximate average salary by contribution assumption: employee only about $122,495 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,248 at 4% or $40,832 at 6%.