Civic Intelligence

Camelot Portfolios LLC

Plan context: Camelot Portfolios LLC 401(K) P/S Plan

EIN 20-2103606 • Maumee, OH • 15 filings • 1 plans

1700 Woodlands DriveSuite 100Maumee, OH 43537
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,104,703

2024 Contributions

$175,367

Historical Graphs

Total Assets Over Time

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

$1,104,703$552,352$0201020172024YearValue
$1,104,703Latest year 2024

Participants Over Time

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

27140201020172024YearValue
17Latest 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
2024117$1,104,703$175,367$10,316iApproximate average salary by contribution assumption: employee only about $257,893 at 4% or $171,928 at 6%; with 50% employer match about $171,928 at 4% or $114,619 at 6%; with 100% employer match about $128,946 at 4% or $85,964 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-17$1,104,703$175,367$10,316iApproximate average salary by contribution assumption: employee only about $257,893 at 4% or $171,928 at 6%; with 50% employer match about $171,928 at 4% or $114,619 at 6%; with 100% employer match about $128,946 at 4% or $85,964 at 6%.
2023117$855,535$124,153$7,303iApproximate average salary by contribution assumption: employee only about $182,578 at 4% or $121,719 at 6%; with 50% employer match about $121,719 at 4% or $81,146 at 6%; with 100% employer match about $91,289 at 4% or $60,859 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-17$855,535$124,153$7,303iApproximate average salary by contribution assumption: employee only about $182,578 at 4% or $121,719 at 6%; with 50% employer match about $121,719 at 4% or $81,146 at 6%; with 100% employer match about $91,289 at 4% or $60,859 at 6%.
2022114$811,696$127,535$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,871 at 4% or $75,914 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-14$811,696$127,535$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,871 at 4% or $75,914 at 6%.
2021119$1,003,111$122,666$6,456iApproximate average salary by contribution assumption: employee only about $161,403 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,701 at 4% or $53,801 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-19$1,003,111$122,666$6,456iApproximate average salary by contribution assumption: employee only about $161,403 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,701 at 4% or $53,801 at 6%.
2020121$905,636$133,142$6,340iApproximate average salary by contribution assumption: employee only about $158,502 at 4% or $105,668 at 6%; with 50% employer match about $105,668 at 4% or $70,446 at 6%; with 100% employer match about $79,251 at 4% or $52,834 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-21$905,636$133,142$6,340iApproximate average salary by contribution assumption: employee only about $158,502 at 4% or $105,668 at 6%; with 50% employer match about $105,668 at 4% or $70,446 at 6%; with 100% employer match about $79,251 at 4% or $52,834 at 6%.
2019123$946,573$183,831$7,993iApproximate average salary by contribution assumption: employee only about $199,816 at 4% or $133,211 at 6%; with 50% employer match about $133,211 at 4% or $88,807 at 6%; with 100% employer match about $99,908 at 4% or $66,605 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-23$946,573$183,831$7,993iApproximate average salary by contribution assumption: employee only about $199,816 at 4% or $133,211 at 6%; with 50% employer match about $133,211 at 4% or $88,807 at 6%; with 100% employer match about $99,908 at 4% or $66,605 at 6%.
2018127$681,401$187,661$6,950iApproximate average salary by contribution assumption: employee only about $173,760 at 4% or $115,840 at 6%; with 50% employer match about $115,840 at 4% or $77,227 at 6%; with 100% employer match about $86,880 at 4% or $57,920 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-27$681,401$187,661$6,950iApproximate average salary by contribution assumption: employee only about $173,760 at 4% or $115,840 at 6%; with 50% employer match about $115,840 at 4% or $77,227 at 6%; with 100% employer match about $86,880 at 4% or $57,920 at 6%.
2017124$620,157$134,388$5,600iApproximate average salary by contribution assumption: employee only about $139,988 at 4% or $93,325 at 6%; with 50% employer match about $93,325 at 4% or $62,217 at 6%; with 100% employer match about $69,994 at 4% or $46,663 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-24$620,157$134,388$5,600iApproximate average salary by contribution assumption: employee only about $139,988 at 4% or $93,325 at 6%; with 50% employer match about $93,325 at 4% or $62,217 at 6%; with 100% employer match about $69,994 at 4% or $46,663 at 6%.
2016120$447,648$115,387$5,769iApproximate average salary by contribution assumption: employee only about $144,234 at 4% or $96,156 at 6%; with 50% employer match about $96,156 at 4% or $64,104 at 6%; with 100% employer match about $72,117 at 4% or $48,078 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-20$447,648$115,387$5,769iApproximate average salary by contribution assumption: employee only about $144,234 at 4% or $96,156 at 6%; with 50% employer match about $96,156 at 4% or $64,104 at 6%; with 100% employer match about $72,117 at 4% or $48,078 at 6%.
2015118$275,261$142,684$7,927iApproximate average salary by contribution assumption: employee only about $198,172 at 4% or $132,115 at 6%; with 50% employer match about $132,115 at 4% or $88,077 at 6%; with 100% employer match about $99,086 at 4% or $66,057 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-18$275,261$142,684$7,927iApproximate average salary by contribution assumption: employee only about $198,172 at 4% or $132,115 at 6%; with 50% employer match about $132,115 at 4% or $88,077 at 6%; with 100% employer match about $99,086 at 4% or $66,057 at 6%.
2014111$518,012$110,894$10,081iApproximate average salary by contribution assumption: employee only about $252,032 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,011 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-11$518,012$110,894$10,081iApproximate average salary by contribution assumption: employee only about $252,032 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,011 at 6%.
201319$386,474$46,078$5,120iApproximate average salary by contribution assumption: employee only about $127,994 at 4% or $85,330 at 6%; with 50% employer match about $85,330 at 4% or $56,886 at 6%; with 100% employer match about $63,997 at 4% or $42,665 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-9$386,474$46,078$5,120iApproximate average salary by contribution assumption: employee only about $127,994 at 4% or $85,330 at 6%; with 50% employer match about $85,330 at 4% or $56,886 at 6%; with 100% employer match about $63,997 at 4% or $42,665 at 6%.
201219$296,017$35,441$3,938iApproximate average salary by contribution assumption: employee only about $98,447 at 4% or $65,631 at 6%; with 50% employer match about $65,631 at 4% or $43,754 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-9$296,017$35,441$3,938iApproximate average salary by contribution assumption: employee only about $98,447 at 4% or $65,631 at 6%; with 50% employer match about $65,631 at 4% or $43,754 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
201119$235,097$23,787$2,643iApproximate average salary by contribution assumption: employee only about $66,075 at 4% or $44,050 at 6%; with 50% employer match about $44,050 at 4% or $29,367 at 6%; with 100% employer match about $33,038 at 4% or $22,025 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-9$235,097$23,787$2,643iApproximate average salary by contribution assumption: employee only about $66,075 at 4% or $44,050 at 6%; with 50% employer match about $44,050 at 4% or $29,367 at 6%; with 100% employer match about $33,038 at 4% or $22,025 at 6%.
201017$211,984$40,562$5,795iApproximate average salary by contribution assumption: employee only about $144,864 at 4% or $96,576 at 6%; with 50% employer match about $96,576 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%.
Camelot Portfolios LLC 401(K) P/S Plan-7$211,984$40,562$5,795iApproximate average salary by contribution assumption: employee only about $144,864 at 4% or $96,576 at 6%; with 50% employer match about $96,576 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%.