Civic Intelligence

Porte Brown Wealth Management LLC

Plan context: Porte Brown Wealth Management LLC 401(K) Plan

EIN 26-4234710 • Elk Grove Village, IL • 13 filings • 3 plans

845 Oakton StreetElk Grove Village, IL 60007
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,416,804

2024 Contributions

$58,793

Historical Graphs

Total Assets Over Time

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

$1,416,804$708,402$0201320192024YearValue
$1,416,804Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202414$1,416,804$58,793$14,698iApproximate average salary by contribution assumption: employee only about $367,456 at 4% or $244,971 at 6%; with 50% employer match about $244,971 at 4% or $163,314 at 6%; with 100% employer match about $183,728 at 4% or $122,485 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$1,416,804$58,793$14,698iApproximate average salary by contribution assumption: employee only about $367,456 at 4% or $244,971 at 6%; with 50% employer match about $244,971 at 4% or $163,314 at 6%; with 100% employer match about $183,728 at 4% or $122,485 at 6%.
202314$1,126,559$58,977$14,744iApproximate average salary by contribution assumption: employee only about $368,606 at 4% or $245,738 at 6%; with 50% employer match about $245,738 at 4% or $163,825 at 6%; with 100% employer match about $184,303 at 4% or $122,869 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$1,126,559$58,977$14,744iApproximate average salary by contribution assumption: employee only about $368,606 at 4% or $245,738 at 6%; with 50% employer match about $245,738 at 4% or $163,825 at 6%; with 100% employer match about $184,303 at 4% or $122,869 at 6%.
202214$862,241$52,897$13,224iApproximate average salary by contribution assumption: employee only about $330,606 at 4% or $220,404 at 6%; with 50% employer match about $220,404 at 4% or $146,936 at 6%; with 100% employer match about $165,303 at 4% or $110,202 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$862,241$52,897$13,224iApproximate average salary by contribution assumption: employee only about $330,606 at 4% or $220,404 at 6%; with 50% employer match about $220,404 at 4% or $146,936 at 6%; with 100% employer match about $165,303 at 4% or $110,202 at 6%.
202114$1,031,425$60,328$15,082iApproximate average salary by contribution assumption: employee only about $377,050 at 4% or $251,367 at 6%; with 50% employer match about $251,367 at 4% or $167,578 at 6%; with 100% employer match about $188,525 at 4% or $125,683 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$1,031,425$60,328$15,082iApproximate average salary by contribution assumption: employee only about $377,050 at 4% or $251,367 at 6%; with 50% employer match about $251,367 at 4% or $167,578 at 6%; with 100% employer match about $188,525 at 4% or $125,683 at 6%.
202014$813,682$50,800$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$813,682$50,800$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
201913$611,770$45,186$15,062iApproximate average salary by contribution assumption: employee only about $376,550 at 4% or $251,033 at 6%; with 50% employer match about $251,033 at 4% or $167,356 at 6%; with 100% employer match about $188,275 at 4% or $125,517 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$611,770$45,186$15,062iApproximate average salary by contribution assumption: employee only about $376,550 at 4% or $251,033 at 6%; with 50% employer match about $251,033 at 4% or $167,356 at 6%; with 100% employer match about $188,275 at 4% or $125,517 at 6%.
201813$452,622$32,408$10,803iApproximate average salary by contribution assumption: employee only about $270,067 at 4% or $180,044 at 6%; with 50% employer match about $180,044 at 4% or $120,030 at 6%; with 100% employer match about $135,033 at 4% or $90,022 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$452,622$32,408$10,803iApproximate average salary by contribution assumption: employee only about $270,067 at 4% or $180,044 at 6%; with 50% employer match about $180,044 at 4% or $120,030 at 6%; with 100% employer match about $135,033 at 4% or $90,022 at 6%.
201713$439,067$33,660$11,220iApproximate average salary by contribution assumption: employee only about $280,500 at 4% or $187,000 at 6%; with 50% employer match about $187,000 at 4% or $124,667 at 6%; with 100% employer match about $140,250 at 4% or $93,500 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$439,067$33,660$11,220iApproximate average salary by contribution assumption: employee only about $280,500 at 4% or $187,000 at 6%; with 50% employer match about $187,000 at 4% or $124,667 at 6%; with 100% employer match about $140,250 at 4% or $93,500 at 6%.
201613$325,964$39,646$13,215iApproximate average salary by contribution assumption: employee only about $330,383 at 4% or $220,256 at 6%; with 50% employer match about $220,256 at 4% or $146,837 at 6%; with 100% employer match about $165,192 at 4% or $110,128 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$325,964$39,646$13,215iApproximate average salary by contribution assumption: employee only about $330,383 at 4% or $220,256 at 6%; with 50% employer match about $220,256 at 4% or $146,837 at 6%; with 100% employer match about $165,192 at 4% or $110,128 at 6%.
201513$261,936$30,262$10,087iApproximate average salary by contribution assumption: employee only about $252,183 at 4% or $168,122 at 6%; with 50% employer match about $168,122 at 4% or $112,081 at 6%; with 100% employer match about $126,092 at 4% or $84,061 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$261,936$30,262$10,087iApproximate average salary by contribution assumption: employee only about $252,183 at 4% or $168,122 at 6%; with 50% employer match about $168,122 at 4% or $112,081 at 6%; with 100% employer match about $126,092 at 4% or $84,061 at 6%.
201414$228,150$99,894$24,974iApproximate average salary by contribution assumption: employee only about $624,338 at 4% or $416,225 at 6%; with 50% employer match about $416,225 at 4% or $277,483 at 6%; with 100% employer match about $312,169 at 4% or $208,113 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-4$228,150$99,894$24,974iApproximate average salary by contribution assumption: employee only about $624,338 at 4% or $416,225 at 6%; with 50% employer match about $416,225 at 4% or $277,483 at 6%; with 100% employer match about $312,169 at 4% or $208,113 at 6%.
201323$159,131$22,325$7,442iApproximate average salary by contribution assumption: employee only about $186,042 at 4% or $124,028 at 6%; with 50% employer match about $124,028 at 4% or $82,685 at 6%; with 100% employer match about $93,021 at 4% or $62,014 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-3$159,131$22,325$7,442iApproximate average salary by contribution assumption: employee only about $186,042 at 4% or $124,028 at 6%; with 50% employer match about $124,028 at 4% or $82,685 at 6%; with 100% employer match about $93,021 at 4% or $62,014 at 6%.
Porte Brown Wealth Management LLC 401(K) Plan-----