Civic Intelligence

Pw Management Co. Inc.

Plan context: Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust

EIN 20-4043647 • Birmingham, AL • 14 filings • 2 plans

1927 1st Avenue North, 10th FloorBirmingham, AL 35203
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,318,409

2024 Contributions

$188,000

Historical Graphs

Total Assets Over Time

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

$5,518,555$2,759,278$0201120182024YearValue
$4,318,409Latest year 2024

Participants Over Time

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

1680201120182024YearValue
15Latest 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
2024115$4,318,409$188,000$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-15$4,318,409$188,000$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
2023116$5,518,555$202,086$12,630iApproximate average salary by contribution assumption: employee only about $315,759 at 4% or $210,506 at 6%; with 50% employer match about $210,506 at 4% or $140,338 at 6%; with 100% employer match about $157,880 at 4% or $105,253 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-16$5,518,555$202,086$12,630iApproximate average salary by contribution assumption: employee only about $315,759 at 4% or $210,506 at 6%; with 50% employer match about $210,506 at 4% or $140,338 at 6%; with 100% employer match about $157,880 at 4% or $105,253 at 6%.
2022114$4,676,372$207,654$14,832iApproximate average salary by contribution assumption: employee only about $370,811 at 4% or $247,207 at 6%; with 50% employer match about $247,207 at 4% or $164,805 at 6%; with 100% employer match about $185,405 at 4% or $123,604 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-14$4,676,372$207,654$14,832iApproximate average salary by contribution assumption: employee only about $370,811 at 4% or $247,207 at 6%; with 50% employer match about $247,207 at 4% or $164,805 at 6%; with 100% employer match about $185,405 at 4% or $123,604 at 6%.
2021113$5,159,911$228,423$17,571iApproximate average salary by contribution assumption: employee only about $439,275 at 4% or $292,850 at 6%; with 50% employer match about $292,850 at 4% or $195,233 at 6%; with 100% employer match about $219,638 at 4% or $146,425 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-13$5,159,911$228,423$17,571iApproximate average salary by contribution assumption: employee only about $439,275 at 4% or $292,850 at 6%; with 50% employer match about $292,850 at 4% or $195,233 at 6%; with 100% employer match about $219,638 at 4% or $146,425 at 6%.
2020113$4,240,756$167,225$12,863iApproximate average salary by contribution assumption: employee only about $321,587 at 4% or $214,391 at 6%; with 50% employer match about $214,391 at 4% or $142,927 at 6%; with 100% employer match about $160,793 at 4% or $107,196 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-13$4,240,756$167,225$12,863iApproximate average salary by contribution assumption: employee only about $321,587 at 4% or $214,391 at 6%; with 50% employer match about $214,391 at 4% or $142,927 at 6%; with 100% employer match about $160,793 at 4% or $107,196 at 6%.
2019113$3,984,930$176,187$13,553iApproximate average salary by contribution assumption: employee only about $338,821 at 4% or $225,881 at 6%; with 50% employer match about $225,881 at 4% or $150,587 at 6%; with 100% employer match about $169,411 at 4% or $112,940 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-13$3,984,930$176,187$13,553iApproximate average salary by contribution assumption: employee only about $338,821 at 4% or $225,881 at 6%; with 50% employer match about $225,881 at 4% or $150,587 at 6%; with 100% employer match about $169,411 at 4% or $112,940 at 6%.
2018111$3,239,790$190,333$17,303iApproximate average salary by contribution assumption: employee only about $432,575 at 4% or $288,383 at 6%; with 50% employer match about $288,383 at 4% or $192,256 at 6%; with 100% employer match about $216,288 at 4% or $144,192 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-11$3,239,790$190,333$17,303iApproximate average salary by contribution assumption: employee only about $432,575 at 4% or $288,383 at 6%; with 50% employer match about $288,383 at 4% or $192,256 at 6%; with 100% employer match about $216,288 at 4% or $144,192 at 6%.
2017112$3,512,391$187,647$15,637iApproximate average salary by contribution assumption: employee only about $390,931 at 4% or $260,621 at 6%; with 50% employer match about $260,621 at 4% or $173,747 at 6%; with 100% employer match about $195,466 at 4% or $130,310 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-12$3,512,391$187,647$15,637iApproximate average salary by contribution assumption: employee only about $390,931 at 4% or $260,621 at 6%; with 50% employer match about $260,621 at 4% or $173,747 at 6%; with 100% employer match about $195,466 at 4% or $130,310 at 6%.
2016112$3,838,647$138,797$11,566iApproximate average salary by contribution assumption: employee only about $289,160 at 4% or $192,774 at 6%; with 50% employer match about $192,774 at 4% or $128,516 at 6%; with 100% employer match about $144,580 at 4% or $96,387 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-12$3,838,647$138,797$11,566iApproximate average salary by contribution assumption: employee only about $289,160 at 4% or $192,774 at 6%; with 50% employer match about $192,774 at 4% or $128,516 at 6%; with 100% employer match about $144,580 at 4% or $96,387 at 6%.
2015110$3,427,814$126,197$12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,328 at 6%; with 50% employer match about $210,328 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-10$3,427,814$126,197$12,620iApproximate average salary by contribution assumption: employee only about $315,493 at 4% or $210,328 at 6%; with 50% employer match about $210,328 at 4% or $140,219 at 6%; with 100% employer match about $157,746 at 4% or $105,164 at 6%.
2014110$3,488,198$135,346$13,535iApproximate average salary by contribution assumption: employee only about $338,365 at 4% or $225,577 at 6%; with 50% employer match about $225,577 at 4% or $150,384 at 6%; with 100% employer match about $169,183 at 4% or $112,788 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-10$3,488,198$135,346$13,535iApproximate average salary by contribution assumption: employee only about $338,365 at 4% or $225,577 at 6%; with 50% employer match about $225,577 at 4% or $150,384 at 6%; with 100% employer match about $169,183 at 4% or $112,788 at 6%.
201318$3,397,191$122,068$15,259iApproximate average salary by contribution assumption: employee only about $381,463 at 4% or $254,308 at 6%; with 50% employer match about $254,308 at 4% or $169,539 at 6%; with 100% employer match about $190,731 at 4% or $127,154 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-8$3,397,191$122,068$15,259iApproximate average salary by contribution assumption: employee only about $381,463 at 4% or $254,308 at 6%; with 50% employer match about $254,308 at 4% or $169,539 at 6%; with 100% employer match about $190,731 at 4% or $127,154 at 6%.
201218$3,166,989$197,210$24,651iApproximate average salary by contribution assumption: employee only about $616,281 at 4% or $410,854 at 6%; with 50% employer match about $410,854 at 4% or $273,903 at 6%; with 100% employer match about $308,141 at 4% or $205,427 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-8$3,166,989$197,210$24,651iApproximate average salary by contribution assumption: employee only about $616,281 at 4% or $410,854 at 6%; with 50% employer match about $410,854 at 4% or $273,903 at 6%; with 100% employer match about $308,141 at 4% or $205,427 at 6%.
201118$3,220,263$125,991$15,749iApproximate average salary by contribution assumption: employee only about $393,722 at 4% or $262,481 at 6%; with 50% employer match about $262,481 at 4% or $174,988 at 6%; with 100% employer match about $196,861 at 4% or $131,241 at 6%.
Porter, White & Company Inc. Employees' Savings and Profit Sharing Plan and Trust-8$3,220,263$125,991$15,749iApproximate average salary by contribution assumption: employee only about $393,722 at 4% or $262,481 at 6%; with 50% employer match about $262,481 at 4% or $174,988 at 6%; with 100% employer match about $196,861 at 4% or $131,241 at 6%.