Civic Intelligence

Portico Wealth Advisors LLC

Plan context: Portico Wealth Advisors 401(K) Plan

EIN 27-1799818 • Larkspur, CA • 9 filings • 1 plans

17 East Sir Francis Drake BoulevardSuite 218Larkspur, CA 94939
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,100,861

2024 Contributions

$135,799

Historical Graphs

Total Assets Over Time

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

$1,100,861$550,431$0201620202024YearValue
$1,100,861Latest year 2024

Participants Over Time

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

420201620202024YearValue
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$1,100,861$135,799$33,950iApproximate average salary by contribution assumption: employee only about $848,744 at 4% or $565,829 at 6%; with 50% employer match about $565,829 at 4% or $377,219 at 6%; with 100% employer match about $424,372 at 4% or $282,915 at 6%.
Portico Wealth Advisors 401(K) Plan-4$1,100,861$135,799$33,950iApproximate average salary by contribution assumption: employee only about $848,744 at 4% or $565,829 at 6%; with 50% employer match about $565,829 at 4% or $377,219 at 6%; with 100% employer match about $424,372 at 4% or $282,915 at 6%.
202314$891,780$131,067$32,767iApproximate average salary by contribution assumption: employee only about $819,169 at 4% or $546,113 at 6%; with 50% employer match about $546,113 at 4% or $364,075 at 6%; with 100% employer match about $409,584 at 4% or $273,056 at 6%.
Portico Wealth Advisors 401(K) Plan-4$891,780$131,067$32,767iApproximate average salary by contribution assumption: employee only about $819,169 at 4% or $546,113 at 6%; with 50% employer match about $546,113 at 4% or $364,075 at 6%; with 100% employer match about $409,584 at 4% or $273,056 at 6%.
202214$706,252$119,860$29,965iApproximate average salary by contribution assumption: employee only about $749,125 at 4% or $499,417 at 6%; with 50% employer match about $499,417 at 4% or $332,944 at 6%; with 100% employer match about $374,563 at 4% or $249,708 at 6%.
Portico Wealth Advisors 401(K) Plan-4$706,252$119,860$29,965iApproximate average salary by contribution assumption: employee only about $749,125 at 4% or $499,417 at 6%; with 50% employer match about $499,417 at 4% or $332,944 at 6%; with 100% employer match about $374,563 at 4% or $249,708 at 6%.
202114$613,462$116,585$29,146iApproximate average salary by contribution assumption: employee only about $728,656 at 4% or $485,771 at 6%; with 50% employer match about $485,771 at 4% or $323,847 at 6%; with 100% employer match about $364,328 at 4% or $242,885 at 6%.
Portico Wealth Advisors 401(K) Plan-4$613,462$116,585$29,146iApproximate average salary by contribution assumption: employee only about $728,656 at 4% or $485,771 at 6%; with 50% employer match about $485,771 at 4% or $323,847 at 6%; with 100% employer match about $364,328 at 4% or $242,885 at 6%.
202014$476,336$113,890$28,473iApproximate average salary by contribution assumption: employee only about $711,813 at 4% or $474,542 at 6%; with 50% employer match about $474,542 at 4% or $316,361 at 6%; with 100% employer match about $355,906 at 4% or $237,271 at 6%.
Portico Wealth Advisors 401(K) Plan-4$476,336$113,890$28,473iApproximate average salary by contribution assumption: employee only about $711,813 at 4% or $474,542 at 6%; with 50% employer match about $474,542 at 4% or $316,361 at 6%; with 100% employer match about $355,906 at 4% or $237,271 at 6%.
201914$353,575$91,462$22,866iApproximate average salary by contribution assumption: employee only about $571,638 at 4% or $381,092 at 6%; with 50% employer match about $381,092 at 4% or $254,061 at 6%; with 100% employer match about $285,819 at 4% or $190,546 at 6%.
Portico Wealth Advisors 401(K) Plan-4$353,575$91,462$22,866iApproximate average salary by contribution assumption: employee only about $571,638 at 4% or $381,092 at 6%; with 50% employer match about $381,092 at 4% or $254,061 at 6%; with 100% employer match about $285,819 at 4% or $190,546 at 6%.
201812$242,673$114,240$57,120iApproximate average salary by contribution assumption: employee only about $1,428,000 at 4% or $952,000 at 6%; with 50% employer match about $952,000 at 4% or $634,667 at 6%; with 100% employer match about $714,000 at 4% or $476,000 at 6%.
Portico Wealth Advisors 401(K) Plan-2$242,673$114,240$57,120iApproximate average salary by contribution assumption: employee only about $1,428,000 at 4% or $952,000 at 6%; with 50% employer match about $952,000 at 4% or $634,667 at 6%; with 100% employer match about $714,000 at 4% or $476,000 at 6%.
201712$119,930$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Portico Wealth Advisors 401(K) Plan-2$119,930$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201611$59,006$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Portico Wealth Advisors 401(K) Plan-1$59,006$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.