Civic Intelligence

Poretta & Orr Inc.

Plan context: Poretta & Orr 401K Plan

EIN 23-2585778 • Doylestown, PA • 26 filings • 3 plans

Poretta And Orr, Inc.450 East StreetDoylestown, PA 18901-3800
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$3,227,785

2024 Contributions

$470,487

Historical Graphs

Total Assets Over Time

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

$4,023,979$2,011,990$0199920122024YearValue
$3,227,785Latest year 2024

Participants Over Time

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

58290199920122024YearValue
58Latest 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
2024158$3,227,785$470,487$8,112iApproximate average salary by contribution assumption: employee only about $202,796 at 4% or $135,197 at 6%; with 50% employer match about $135,197 at 4% or $90,132 at 6%; with 100% employer match about $101,398 at 4% or $67,599 at 6%.
Poretta & Orr 401K Plan-58$3,227,785$470,487$8,112iApproximate average salary by contribution assumption: employee only about $202,796 at 4% or $135,197 at 6%; with 50% employer match about $135,197 at 4% or $90,132 at 6%; with 100% employer match about $101,398 at 4% or $67,599 at 6%.
2023151$2,313,740$332,099$6,512iApproximate average salary by contribution assumption: employee only about $162,794 at 4% or $108,529 at 6%; with 50% employer match about $108,529 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,265 at 6%.
Poretta & Orr 401K Plan-51$2,313,740$332,099$6,512iApproximate average salary by contribution assumption: employee only about $162,794 at 4% or $108,529 at 6%; with 50% employer match about $108,529 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,265 at 6%.
2022139$3,370,560$251,269$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
Poretta & Orr 401K Plan-39$3,370,560$251,269$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
2021124$4,023,979$160,682$6,695iApproximate average salary by contribution assumption: employee only about $167,377 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,689 at 4% or $55,792 at 6%.
Poretta & Orr 401K Plan-24$4,023,979$160,682$6,695iApproximate average salary by contribution assumption: employee only about $167,377 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,689 at 4% or $55,792 at 6%.
2020124$3,313,807$213,367$8,890iApproximate average salary by contribution assumption: employee only about $222,257 at 4% or $148,172 at 6%; with 50% employer match about $148,172 at 4% or $98,781 at 6%; with 100% employer match about $111,129 at 4% or $74,086 at 6%.
Poretta & Orr 401K Plan-24$3,313,807$213,367$8,890iApproximate average salary by contribution assumption: employee only about $222,257 at 4% or $148,172 at 6%; with 50% employer match about $148,172 at 4% or $98,781 at 6%; with 100% employer match about $111,129 at 4% or $74,086 at 6%.
2019128$2,537,837$232,681$8,310iApproximate average salary by contribution assumption: employee only about $207,751 at 4% or $138,501 at 6%; with 50% employer match about $138,501 at 4% or $92,334 at 6%; with 100% employer match about $103,875 at 4% or $69,250 at 6%.
Poretta & Orr 401K Plan-28$2,537,837$232,681$8,310iApproximate average salary by contribution assumption: employee only about $207,751 at 4% or $138,501 at 6%; with 50% employer match about $138,501 at 4% or $92,334 at 6%; with 100% employer match about $103,875 at 4% or $69,250 at 6%.
2018123$2,039,725$211,290$9,187iApproximate average salary by contribution assumption: employee only about $229,663 at 4% or $153,109 at 6%; with 50% employer match about $153,109 at 4% or $102,072 at 6%; with 100% employer match about $114,832 at 4% or $76,554 at 6%.
Poretta & Orr 401K Plan-23$2,039,725$211,290$9,187iApproximate average salary by contribution assumption: employee only about $229,663 at 4% or $153,109 at 6%; with 50% employer match about $153,109 at 4% or $102,072 at 6%; with 100% employer match about $114,832 at 4% or $76,554 at 6%.
2017122$1,981,680$207,135$9,415iApproximate average salary by contribution assumption: employee only about $235,381 at 4% or $156,920 at 6%; with 50% employer match about $156,920 at 4% or $104,614 at 6%; with 100% employer match about $117,690 at 4% or $78,460 at 6%.
Poretta & Orr 401K Plan-22$1,981,680$207,135$9,415iApproximate average salary by contribution assumption: employee only about $235,381 at 4% or $156,920 at 6%; with 50% employer match about $156,920 at 4% or $104,614 at 6%; with 100% employer match about $117,690 at 4% or $78,460 at 6%.
2016122$1,468,694$182,937$8,315iApproximate average salary by contribution assumption: employee only about $207,883 at 4% or $138,589 at 6%; with 50% employer match about $138,589 at 4% or $92,392 at 6%; with 100% employer match about $103,941 at 4% or $69,294 at 6%.
Poretta & Orr 401K Plan-22$1,468,694$182,937$8,315iApproximate average salary by contribution assumption: employee only about $207,883 at 4% or $138,589 at 6%; with 50% employer match about $138,589 at 4% or $92,392 at 6%; with 100% employer match about $103,941 at 4% or $69,294 at 6%.
2015119$1,239,684$125,505$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
Poretta & Orr 401K Plan-19$1,239,684$125,505$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
2014118$1,138,000$102,087$5,672iApproximate average salary by contribution assumption: employee only about $141,788 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,017 at 6%; with 100% employer match about $70,894 at 4% or $47,263 at 6%.
Poretta & Orr 401K Plan-18$1,138,000$102,087$5,672iApproximate average salary by contribution assumption: employee only about $141,788 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,017 at 6%; with 100% employer match about $70,894 at 4% or $47,263 at 6%.
2013118$971,419$46,160$2,564iApproximate average salary by contribution assumption: employee only about $64,111 at 4% or $42,741 at 6%; with 50% employer match about $42,741 at 4% or $28,494 at 6%; with 100% employer match about $32,056 at 4% or $21,370 at 6%.
Poretta & Orr 401K Plan-18$971,419$46,160$2,564iApproximate average salary by contribution assumption: employee only about $64,111 at 4% or $42,741 at 6%; with 50% employer match about $42,741 at 4% or $28,494 at 6%; with 100% employer match about $32,056 at 4% or $21,370 at 6%.
2012114$758,632$44,984$3,213iApproximate average salary by contribution assumption: employee only about $80,329 at 4% or $53,552 at 6%; with 50% employer match about $53,552 at 4% or $35,702 at 6%; with 100% employer match about $40,164 at 4% or $26,776 at 6%.
Poretta & Orr 401K Plan-14$758,632$44,984$3,213iApproximate average salary by contribution assumption: employee only about $80,329 at 4% or $53,552 at 6%; with 50% employer match about $53,552 at 4% or $35,702 at 6%; with 100% employer match about $40,164 at 4% or $26,776 at 6%.
2011118$694,189$45,168$2,509iApproximate average salary by contribution assumption: employee only about $62,733 at 4% or $41,822 at 6%; with 50% employer match about $41,822 at 4% or $27,881 at 6%; with 100% employer match about $31,367 at 4% or $20,911 at 6%.
Poretta & Orr 401K Plan-18$694,189$45,168$2,509iApproximate average salary by contribution assumption: employee only about $62,733 at 4% or $41,822 at 6%; with 50% employer match about $41,822 at 4% or $27,881 at 6%; with 100% employer match about $31,367 at 4% or $20,911 at 6%.
2010120$681,613$55,049$2,752iApproximate average salary by contribution assumption: employee only about $68,811 at 4% or $45,874 at 6%; with 50% employer match about $45,874 at 4% or $30,583 at 6%; with 100% employer match about $34,406 at 4% or $22,937 at 6%.
Poretta & Orr 401K Plan-20$681,613$55,049$2,752iApproximate average salary by contribution assumption: employee only about $68,811 at 4% or $45,874 at 6%; with 50% employer match about $45,874 at 4% or $30,583 at 6%; with 100% employer match about $34,406 at 4% or $22,937 at 6%.
2009122$621,603$56,300$2,559iApproximate average salary by contribution assumption: employee only about $63,977 at 4% or $42,652 at 6%; with 50% employer match about $42,652 at 4% or $28,434 at 6%; with 100% employer match about $31,989 at 4% or $21,326 at 6%.
Poretta & Orr 401K Plan-22$621,603$56,300$2,559iApproximate average salary by contribution assumption: employee only about $63,977 at 4% or $42,652 at 6%; with 50% employer match about $42,652 at 4% or $28,434 at 6%; with 100% employer match about $31,989 at 4% or $21,326 at 6%.
2008121$460,948$60,098$2,862iApproximate average salary by contribution assumption: employee only about $71,545 at 4% or $47,697 at 6%; with 50% employer match about $47,697 at 4% or $31,798 at 6%; with 100% employer match about $35,773 at 4% or $23,848 at 6%.
Poretta & Orr 401K Plan-21$460,948$60,098$2,862iApproximate average salary by contribution assumption: employee only about $71,545 at 4% or $47,697 at 6%; with 50% employer match about $47,697 at 4% or $31,798 at 6%; with 100% employer match about $35,773 at 4% or $23,848 at 6%.
2007119$690,110$84,421$4,443iApproximate average salary by contribution assumption: employee only about $111,080 at 4% or $74,054 at 6%; with 50% employer match about $74,054 at 4% or $49,369 at 6%; with 100% employer match about $55,540 at 4% or $37,027 at 6%.
Poretta & Orr 401K Plan-19$690,110$84,421$4,443iApproximate average salary by contribution assumption: employee only about $111,080 at 4% or $74,054 at 6%; with 50% employer match about $74,054 at 4% or $49,369 at 6%; with 100% employer match about $55,540 at 4% or $37,027 at 6%.
2006123$882,700$113,026$4,914iApproximate average salary by contribution assumption: employee only about $122,854 at 4% or $81,903 at 6%; with 50% employer match about $81,903 at 4% or $54,602 at 6%; with 100% employer match about $61,427 at 4% or $40,951 at 6%.
Poretta & Orr 401K Plan-23$882,700$113,026$4,914iApproximate average salary by contribution assumption: employee only about $122,854 at 4% or $81,903 at 6%; with 50% employer match about $81,903 at 4% or $54,602 at 6%; with 100% employer match about $61,427 at 4% or $40,951 at 6%.
2005119$748,882$107,296$5,647iApproximate average salary by contribution assumption: employee only about $141,179 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,060 at 6%.
Poretta & Orr 401K Plan-19$748,882$107,296$5,647iApproximate average salary by contribution assumption: employee only about $141,179 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,060 at 6%.
2004128$636,499$111,597$3,986iApproximate average salary by contribution assumption: employee only about $99,640 at 4% or $66,427 at 6%; with 50% employer match about $66,427 at 4% or $44,285 at 6%; with 100% employer match about $49,820 at 4% or $33,213 at 6%.
Poretta & Orr 401K Plan-28$636,499$111,597$3,986iApproximate average salary by contribution assumption: employee only about $99,640 at 4% or $66,427 at 6%; with 50% employer match about $66,427 at 4% or $44,285 at 6%; with 100% employer match about $49,820 at 4% or $33,213 at 6%.
2003130$487,026$106,007$3,534iApproximate average salary by contribution assumption: employee only about $88,339 at 4% or $58,893 at 6%; with 50% employer match about $58,893 at 4% or $39,262 at 6%; with 100% employer match about $44,170 at 4% or $29,446 at 6%.
Poretta & Orr 401K Plan-30$487,026$106,007$3,534iApproximate average salary by contribution assumption: employee only about $88,339 at 4% or $58,893 at 6%; with 50% employer match about $58,893 at 4% or $39,262 at 6%; with 100% employer match about $44,170 at 4% or $29,446 at 6%.
2002131$0$0-
Poretta & Orr 401K Plan-31---
2001137$308,746$138,592$3,746iApproximate average salary by contribution assumption: employee only about $93,643 at 4% or $62,429 at 6%; with 50% employer match about $62,429 at 4% or $41,619 at 6%; with 100% employer match about $46,822 at 4% or $31,214 at 6%.
Poretta & Orr 401K Plan-37$308,746$138,592$3,746iApproximate average salary by contribution assumption: employee only about $93,643 at 4% or $62,429 at 6%; with 50% employer match about $62,429 at 4% or $41,619 at 6%; with 100% employer match about $46,822 at 4% or $31,214 at 6%.
2000129$230,904$112,659$3,885iApproximate average salary by contribution assumption: employee only about $97,120 at 4% or $64,747 at 6%; with 50% employer match about $64,747 at 4% or $43,164 at 6%; with 100% employer match about $48,560 at 4% or $32,373 at 6%.
Poretta & Orr 401K Plan-29$230,904$112,659$3,885iApproximate average salary by contribution assumption: employee only about $97,120 at 4% or $64,747 at 6%; with 50% employer match about $64,747 at 4% or $43,164 at 6%; with 100% employer match about $48,560 at 4% or $32,373 at 6%.
1999116$168,756$116,138$7,259iApproximate average salary by contribution assumption: employee only about $181,466 at 4% or $120,977 at 6%; with 50% employer match about $120,977 at 4% or $80,651 at 6%; with 100% employer match about $90,733 at 4% or $60,489 at 6%.
Poretta & Orr 401K Plan-16$168,756$116,138$7,259iApproximate average salary by contribution assumption: employee only about $181,466 at 4% or $120,977 at 6%; with 50% employer match about $120,977 at 4% or $80,651 at 6%; with 100% employer match about $90,733 at 4% or $60,489 at 6%.