PORTFOLIO EVALUATIONS, INC.
Plan context: PORTFOLIO EVALUATIONS INC 401(K)
EIN 22-3189064 • Warren, NJ • 21 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
65
2022 Assets
$16,407,051
2022 Contributions
$351,781
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $351,781 | - |
| PORTFOLIO EVALUATIONS INC 401(K) | - | 0 | $0 | $351,781 | - |
| 2021 | 1 | 65 | $16,407,051 | $841,545 | $12,947iApproximate average salary by contribution assumption: employee only about $323,671 at 4% or $215,781 at 6%; with 50% employer match about $215,781 at 4% or $143,854 at 6%; with 100% employer match about $161,836 at 4% or $107,890 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) | - | 65 | $16,407,051 | $841,545 | $12,947iApproximate average salary by contribution assumption: employee only about $323,671 at 4% or $215,781 at 6%; with 50% employer match about $215,781 at 4% or $143,854 at 6%; with 100% employer match about $161,836 at 4% or $107,890 at 6%. |
| 2020 | 1 | 64 | $14,482,867 | $806,995 | $12,609iApproximate average salary by contribution assumption: employee only about $315,232 at 4% or $210,155 at 6%; with 50% employer match about $210,155 at 4% or $140,103 at 6%; with 100% employer match about $157,616 at 4% or $105,077 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) | - | 64 | $14,482,867 | $806,995 | $12,609iApproximate average salary by contribution assumption: employee only about $315,232 at 4% or $210,155 at 6%; with 50% employer match about $210,155 at 4% or $140,103 at 6%; with 100% employer match about $157,616 at 4% or $105,077 at 6%. |
| 2019 | 1 | 64 | $11,612,168 | $899,335 | $14,052iApproximate average salary by contribution assumption: employee only about $351,303 at 4% or $234,202 at 6%; with 50% employer match about $234,202 at 4% or $156,135 at 6%; with 100% employer match about $175,651 at 4% or $117,101 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) PROFIT SHARING PLAN | - | 64 | $11,612,168 | $899,335 | $14,052iApproximate average salary by contribution assumption: employee only about $351,303 at 4% or $234,202 at 6%; with 50% employer match about $234,202 at 4% or $156,135 at 6%; with 100% employer match about $175,651 at 4% or $117,101 at 6%. |
| 2018 | 1 | 61 | $9,137,206 | $1,311,374 | $21,498iApproximate average salary by contribution assumption: employee only about $537,448 at 4% or $358,299 at 6%; with 50% employer match about $358,299 at 4% or $238,866 at 6%; with 100% employer match about $268,724 at 4% or $179,149 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) PROFIT SHARING PLAN | - | 61 | $9,137,206 | $1,311,374 | $21,498iApproximate average salary by contribution assumption: employee only about $537,448 at 4% or $358,299 at 6%; with 50% employer match about $358,299 at 4% or $238,866 at 6%; with 100% employer match about $268,724 at 4% or $179,149 at 6%. |
| 2017 | 1 | 66 | $8,853,366 | $786,798 | $11,921iApproximate average salary by contribution assumption: employee only about $298,030 at 4% or $198,686 at 6%; with 50% employer match about $198,686 at 4% or $132,458 at 6%; with 100% employer match about $149,015 at 4% or $99,343 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) PROFIT SHARING PLAN | - | 66 | $8,853,366 | $786,798 | $11,921iApproximate average salary by contribution assumption: employee only about $298,030 at 4% or $198,686 at 6%; with 50% employer match about $198,686 at 4% or $132,458 at 6%; with 100% employer match about $149,015 at 4% or $99,343 at 6%. |
| 2016 | 1 | 66 | $7,312,324 | $713,759 | $10,815iApproximate average salary by contribution assumption: employee only about $270,363 at 4% or $180,242 at 6%; with 50% employer match about $180,242 at 4% or $120,161 at 6%; with 100% employer match about $135,182 at 4% or $90,121 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) PROFIT SHARING PLAN | - | 66 | $7,312,324 | $713,759 | $10,815iApproximate average salary by contribution assumption: employee only about $270,363 at 4% or $180,242 at 6%; with 50% employer match about $180,242 at 4% or $120,161 at 6%; with 100% employer match about $135,182 at 4% or $90,121 at 6%. |
| 2015 | 1 | 65 | $6,352,718 | $522,287 | $8,035iApproximate average salary by contribution assumption: employee only about $200,880 at 4% or $133,920 at 6%; with 50% employer match about $133,920 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%. |
| PORTFOLIO EVALUATIONS INC 401(K) PROFIT SHARING PLAN | - | 65 | $6,352,718 | $522,287 | $8,035iApproximate average salary by contribution assumption: employee only about $200,880 at 4% or $133,920 at 6%; with 50% employer match about $133,920 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%. |
| 2014 | 1 | 62 | $5,912,119 | $621,116 | $10,018iApproximate average salary by contribution assumption: employee only about $250,450 at 4% or $166,967 at 6%; with 50% employer match about $166,967 at 4% or $111,311 at 6%; with 100% employer match about $125,225 at 4% or $83,483 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 62 | $5,912,119 | $621,116 | $10,018iApproximate average salary by contribution assumption: employee only about $250,450 at 4% or $166,967 at 6%; with 50% employer match about $166,967 at 4% or $111,311 at 6%; with 100% employer match about $125,225 at 4% or $83,483 at 6%. |
| 2013 | 1 | 55 | $5,324,482 | $718,956 | $13,072iApproximate average salary by contribution assumption: employee only about $326,798 at 4% or $217,865 at 6%; with 50% employer match about $217,865 at 4% or $145,244 at 6%; with 100% employer match about $163,399 at 4% or $108,933 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 55 | $5,324,482 | $718,956 | $13,072iApproximate average salary by contribution assumption: employee only about $326,798 at 4% or $217,865 at 6%; with 50% employer match about $217,865 at 4% or $145,244 at 6%; with 100% employer match about $163,399 at 4% or $108,933 at 6%. |
| 2012 | 1 | 47 | $4,114,580 | $579,076 | $12,321iApproximate average salary by contribution assumption: employee only about $308,019 at 4% or $205,346 at 6%; with 50% employer match about $205,346 at 4% or $136,897 at 6%; with 100% employer match about $154,010 at 4% or $102,673 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 47 | $4,114,580 | $579,076 | $12,321iApproximate average salary by contribution assumption: employee only about $308,019 at 4% or $205,346 at 6%; with 50% employer match about $205,346 at 4% or $136,897 at 6%; with 100% employer match about $154,010 at 4% or $102,673 at 6%. |
| 2011 | 1 | 43 | $3,260,174 | $515,007 | $11,977iApproximate average salary by contribution assumption: employee only about $299,423 at 4% or $199,615 at 6%; with 50% employer match about $199,615 at 4% or $133,077 at 6%; with 100% employer match about $149,711 at 4% or $99,808 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 43 | $3,260,174 | $515,007 | $11,977iApproximate average salary by contribution assumption: employee only about $299,423 at 4% or $199,615 at 6%; with 50% employer match about $199,615 at 4% or $133,077 at 6%; with 100% employer match about $149,711 at 4% or $99,808 at 6%. |
| 2010 | 1 | 38 | $3,061,491 | $318,012 | $8,369iApproximate average salary by contribution assumption: employee only about $209,218 at 4% or $139,479 at 6%; with 50% employer match about $139,479 at 4% or $92,986 at 6%; with 100% employer match about $104,609 at 4% or $69,739 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 38 | $3,061,491 | $318,012 | $8,369iApproximate average salary by contribution assumption: employee only about $209,218 at 4% or $139,479 at 6%; with 50% employer match about $139,479 at 4% or $92,986 at 6%; with 100% employer match about $104,609 at 4% or $69,739 at 6%. |
| 2009 | 1 | 32 | $2,399,970 | $352,205 | $11,006iApproximate average salary by contribution assumption: employee only about $275,160 at 4% or $183,440 at 6%; with 50% employer match about $183,440 at 4% or $122,293 at 6%; with 100% employer match about $137,580 at 4% or $91,720 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401(K) PROFIT SHARING PLAN | - | 32 | $2,399,970 | $352,205 | $11,006iApproximate average salary by contribution assumption: employee only about $275,160 at 4% or $183,440 at 6%; with 50% employer match about $183,440 at 4% or $122,293 at 6%; with 100% employer match about $137,580 at 4% or $91,720 at 6%. |
| 2008 | 1 | 29 | $1,624,573 | $247,178 | $8,523iApproximate average salary by contribution assumption: employee only about $213,084 at 4% or $142,056 at 6%; with 50% employer match about $142,056 at 4% or $94,704 at 6%; with 100% employer match about $106,542 at 4% or $71,028 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401K PROFIT SHARING PLAN | - | 29 | $1,624,573 | $247,178 | $8,523iApproximate average salary by contribution assumption: employee only about $213,084 at 4% or $142,056 at 6%; with 50% employer match about $142,056 at 4% or $94,704 at 6%; with 100% employer match about $106,542 at 4% or $71,028 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| PORTFOLIO EVALUATIONS, INC. 401K PROFIT SHARING PLAN | - | 21 | - | - | - |
| 2006 | 1 | 14 | $1,721,023 | $189,450 | $13,532iApproximate average salary by contribution assumption: employee only about $338,304 at 4% or $225,536 at 6%; with 50% employer match about $225,536 at 4% or $150,357 at 6%; with 100% employer match about $169,152 at 4% or $112,768 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401K PROFIT SHARING PLAN | - | 14 | $1,721,023 | $189,450 | $13,532iApproximate average salary by contribution assumption: employee only about $338,304 at 4% or $225,536 at 6%; with 50% employer match about $225,536 at 4% or $150,357 at 6%; with 100% employer match about $169,152 at 4% or $112,768 at 6%. |
| 2004 | 1 | 10 | $1,149,027 | $188,132 | $18,813iApproximate average salary by contribution assumption: employee only about $470,330 at 4% or $313,553 at 6%; with 50% employer match about $313,553 at 4% or $209,036 at 6%; with 100% employer match about $235,165 at 4% or $156,777 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401K PROFIT SHARING PLAN | - | 10 | $1,149,027 | $188,132 | $18,813iApproximate average salary by contribution assumption: employee only about $470,330 at 4% or $313,553 at 6%; with 50% employer match about $313,553 at 4% or $209,036 at 6%; with 100% employer match about $235,165 at 4% or $156,777 at 6%. |
| 2003 | 1 | 13 | $868,073 | $210,646 | $16,204iApproximate average salary by contribution assumption: employee only about $405,088 at 4% or $270,059 at 6%; with 50% employer match about $270,059 at 4% or $180,039 at 6%; with 100% employer match about $202,544 at 4% or $135,029 at 6%. |
| PORTFOLIO EVALUATIONS, INC. 401K PROFIT SHARING PLAN | - | 13 | $868,073 | $210,646 | $16,204iApproximate average salary by contribution assumption: employee only about $405,088 at 4% or $270,059 at 6%; with 50% employer match about $270,059 at 4% or $180,039 at 6%; with 100% employer match about $202,544 at 4% or $135,029 at 6%. |
| 2002 | 1 | 10 | $560,297 | $142,903 | $14,290iApproximate average salary by contribution assumption: employee only about $357,258 at 4% or $238,172 at 6%; with 50% employer match about $238,172 at 4% or $158,781 at 6%; with 100% employer match about $178,629 at 4% or $119,086 at 6%. |
| PORTFOLIO EVALUATIONS, INC. PROFIT SHARING PLAN | - | 10 | $560,297 | $142,903 | $14,290iApproximate average salary by contribution assumption: employee only about $357,258 at 4% or $238,172 at 6%; with 50% employer match about $238,172 at 4% or $158,781 at 6%; with 100% employer match about $178,629 at 4% or $119,086 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| PORTFOLIO EVALUATIONS, INC. PROFIT SHARING PLAN | - | 8 | - | - | - |