Civic Intelligence

Portfolio Pathway

Plan context: Portfolio Pathway 401K Plan

EIN 26-0298120 • Warrenville, IL • 8 filings • 1 plans

4355 Weaver PkwySuite #210Warrenville, IL 60555
Current Snapshot

Latest Year

2019

2019 Participants

23

2019 Assets

$1,806,020

2019 Contributions

$329,402

Historical Graphs

Total Assets Over Time

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

$1,806,020$903,010$0201220162019YearValue
$1,806,020Latest year 2019

Participants Over Time

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

23120201220162019YearValue
23Latest year 2019

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
2019123$1,806,020$329,402$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,131 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
Portfolio Pathway 401K Plan-23$1,806,020$329,402$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,131 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
2018123$1,205,572$251,004$10,913iApproximate average salary by contribution assumption: employee only about $272,830 at 4% or $181,887 at 6%; with 50% employer match about $181,887 at 4% or $121,258 at 6%; with 100% employer match about $136,415 at 4% or $90,943 at 6%.
Portfolio Pathway 401K Plan-23$1,205,572$251,004$10,913iApproximate average salary by contribution assumption: employee only about $272,830 at 4% or $181,887 at 6%; with 50% employer match about $181,887 at 4% or $121,258 at 6%; with 100% employer match about $136,415 at 4% or $90,943 at 6%.
2017119$1,126,377$247,993$13,052iApproximate average salary by contribution assumption: employee only about $326,307 at 4% or $217,538 at 6%; with 50% employer match about $217,538 at 4% or $145,025 at 6%; with 100% employer match about $163,153 at 4% or $108,769 at 6%.
Portfolio Pathway 401K Plan-19$1,126,377$247,993$13,052iApproximate average salary by contribution assumption: employee only about $326,307 at 4% or $217,538 at 6%; with 50% employer match about $217,538 at 4% or $145,025 at 6%; with 100% employer match about $163,153 at 4% or $108,769 at 6%.
2016114$715,893$173,705$12,408iApproximate average salary by contribution assumption: employee only about $310,188 at 4% or $206,792 at 6%; with 50% employer match about $206,792 at 4% or $137,861 at 6%; with 100% employer match about $155,094 at 4% or $103,396 at 6%.
Portfolio Pathway 401K Plan-14$715,893$173,705$12,408iApproximate average salary by contribution assumption: employee only about $310,188 at 4% or $206,792 at 6%; with 50% employer match about $206,792 at 4% or $137,861 at 6%; with 100% employer match about $155,094 at 4% or $103,396 at 6%.
2015113$500,303$117,035$9,003iApproximate average salary by contribution assumption: employee only about $225,067 at 4% or $150,045 at 6%; with 50% employer match about $150,045 at 4% or $100,030 at 6%; with 100% employer match about $112,534 at 4% or $75,022 at 6%.
Portfolio Pathway 401K Plan-13$500,303$117,035$9,003iApproximate average salary by contribution assumption: employee only about $225,067 at 4% or $150,045 at 6%; with 50% employer match about $150,045 at 4% or $100,030 at 6%; with 100% employer match about $112,534 at 4% or $75,022 at 6%.
2014111$402,463$108,115$9,829iApproximate average salary by contribution assumption: employee only about $245,716 at 4% or $163,811 at 6%; with 50% employer match about $163,811 at 4% or $109,207 at 6%; with 100% employer match about $122,858 at 4% or $81,905 at 6%.
Portfolio Pathway 401K Plan-11$402,463$108,115$9,829iApproximate average salary by contribution assumption: employee only about $245,716 at 4% or $163,811 at 6%; with 50% employer match about $163,811 at 4% or $109,207 at 6%; with 100% employer match about $122,858 at 4% or $81,905 at 6%.
2013110$276,487$93,887$9,389iApproximate average salary by contribution assumption: employee only about $234,718 at 4% or $156,478 at 6%; with 50% employer match about $156,478 at 4% or $104,319 at 6%; with 100% employer match about $117,359 at 4% or $78,239 at 6%.
Portfolio Pathway 401K Plan-10$276,487$93,887$9,389iApproximate average salary by contribution assumption: employee only about $234,718 at 4% or $156,478 at 6%; with 50% employer match about $156,478 at 4% or $104,319 at 6%; with 100% employer match about $117,359 at 4% or $78,239 at 6%.
2012110$155,407$149,311$14,931iApproximate average salary by contribution assumption: employee only about $373,278 at 4% or $248,852 at 6%; with 50% employer match about $248,852 at 4% or $165,901 at 6%; with 100% employer match about $186,639 at 4% or $124,426 at 6%.
Portfolio Pathway 401K Plan-10$155,407$149,311$14,931iApproximate average salary by contribution assumption: employee only about $373,278 at 4% or $248,852 at 6%; with 50% employer match about $248,852 at 4% or $165,901 at 6%; with 100% employer match about $186,639 at 4% or $124,426 at 6%.