Civic Intelligence

Agee, Clymer, Mitchell & Portman Co., Lpa

Plan context: Agee, Clymer, Mitchell & Portman 401(K) Plan

EIN 31-0980384 • Columbus, OH • 30 filings • 13 plans

140 E. Town St., Suite 1100Columbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$9,058,338

2024 Contributions

$860,467

Historical Graphs

Total Assets Over Time

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

$9,580,278$4,790,139$0199920142024YearValue
$9,058,338Latest year 2024

Participants Over Time

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

62310199920132024YearValue
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
2024258$9,058,338$860,467$14,836iApproximate average salary by contribution assumption: employee only about $370,891 at 4% or $247,261 at 6%; with 50% employer match about $247,261 at 4% or $164,840 at 6%; with 100% employer match about $185,445 at 4% or $123,630 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-58$8,652,826$576,565$9,941iApproximate average salary by contribution assumption: employee only about $248,519 at 4% or $165,680 at 6%; with 50% employer match about $165,680 at 4% or $110,453 at 6%; with 100% employer match about $124,260 at 4% or $82,840 at 6%.
AGEE CLYMER MITCHELL PORTMAN SOCA BENEFIT PLAN-19$405,512$283,902$14,942iApproximate average salary by contribution assumption: employee only about $373,555 at 4% or $249,037 at 6%; with 50% employer match about $249,037 at 4% or $166,025 at 6%; with 100% employer match about $186,778 at 4% or $124,518 at 6%.
2023262$9,580,278$862,863$13,917iApproximate average salary by contribution assumption: employee only about $347,929 at 4% or $231,952 at 6%; with 50% employer match about $231,952 at 4% or $154,635 at 6%; with 100% employer match about $173,964 at 4% or $115,976 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-62$9,109,283$550,070$8,872iApproximate average salary by contribution assumption: employee only about $221,802 at 4% or $147,868 at 6%; with 50% employer match about $147,868 at 4% or $98,579 at 6%; with 100% employer match about $110,901 at 4% or $73,934 at 6%.
AGEE CLYMER MITCHELL PORTMAN SOCA BENEFIT PLAN-38$470,995$312,793$8,231iApproximate average salary by contribution assumption: employee only about $205,785 at 4% or $137,190 at 6%; with 50% employer match about $137,190 at 4% or $91,460 at 6%; with 100% employer match about $102,892 at 4% or $68,595 at 6%.
2022255$8,032,445$827,188$15,040iApproximate average salary by contribution assumption: employee only about $375,995 at 4% or $250,663 at 6%; with 50% employer match about $250,663 at 4% or $167,109 at 6%; with 100% employer match about $187,997 at 4% or $125,332 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-55$7,524,843$527,545$9,592iApproximate average salary by contribution assumption: employee only about $239,793 at 4% or $159,862 at 6%; with 50% employer match about $159,862 at 4% or $106,575 at 6%; with 100% employer match about $119,897 at 4% or $79,931 at 6%.
AGEE CLYMER MITCHELL PORTMANSOCA BENEFIT PLAN-24$507,602$299,643$12,485iApproximate average salary by contribution assumption: employee only about $312,128 at 4% or $208,085 at 6%; with 50% employer match about $208,085 at 4% or $138,724 at 6%; with 100% employer match about $156,064 at 4% or $104,043 at 6%.
2021251$8,941,913$657,906$12,900iApproximate average salary by contribution assumption: employee only about $322,503 at 4% or $215,002 at 6%; with 50% employer match about $215,002 at 4% or $143,335 at 6%; with 100% employer match about $161,251 at 4% or $107,501 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-51$8,529,705$483,122$9,473iApproximate average salary by contribution assumption: employee only about $236,825 at 4% or $157,883 at 6%; with 50% employer match about $157,883 at 4% or $105,255 at 6%; with 100% employer match about $118,412 at 4% or $78,942 at 6%.
AGEE CLYMER MITCHELL PORTMAN SOCA BENEFIT PLAN-25$412,208$174,784$6,991iApproximate average salary by contribution assumption: employee only about $174,784 at 4% or $116,523 at 6%; with 50% employer match about $116,523 at 4% or $77,682 at 6%; with 100% employer match about $87,392 at 4% or $58,261 at 6%.
2020246$7,059,891$627,291$13,637iApproximate average salary by contribution assumption: employee only about $340,919 at 4% or $227,279 at 6%; with 50% employer match about $227,279 at 4% or $151,520 at 6%; with 100% employer match about $170,460 at 4% or $113,640 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-46$7,029,720$321,059$6,980iApproximate average salary by contribution assumption: employee only about $174,489 at 4% or $116,326 at 6%; with 50% employer match about $116,326 at 4% or $77,550 at 6%; with 100% employer match about $87,244 at 4% or $58,163 at 6%.
AGEE CLYMER MITCHELL PORTM SOCA BENEFIT PLAN-25$30,171$306,232$12,249iApproximate average salary by contribution assumption: employee only about $306,232 at 4% or $204,155 at 6%; with 50% employer match about $204,155 at 4% or $136,103 at 6%; with 100% employer match about $153,116 at 4% or $102,077 at 6%.
2019248$6,046,281$562,021$11,709iApproximate average salary by contribution assumption: employee only about $292,719 at 4% or $195,146 at 6%; with 50% employer match about $195,146 at 4% or $130,097 at 6%; with 100% employer match about $146,360 at 4% or $97,573 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-48$6,033,912$468,761$9,766iApproximate average salary by contribution assumption: employee only about $244,146 at 4% or $162,764 at 6%; with 50% employer match about $162,764 at 4% or $108,509 at 6%; with 100% employer match about $122,073 at 4% or $81,382 at 6%.
AGEE CLYMER MITCHELL PORTM SOCA BENEFIT PLAN-10$12,369$93,260$9,326iApproximate average salary by contribution assumption: employee only about $233,150 at 4% or $155,433 at 6%; with 50% employer match about $155,433 at 4% or $103,622 at 6%; with 100% employer match about $116,575 at 4% or $77,717 at 6%.
2018152$4,644,245$314,786$6,054iApproximate average salary by contribution assumption: employee only about $151,339 at 4% or $100,893 at 6%; with 50% employer match about $100,893 at 4% or $67,262 at 6%; with 100% employer match about $75,670 at 4% or $50,446 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-52$4,644,245$314,786$6,054iApproximate average salary by contribution assumption: employee only about $151,339 at 4% or $100,893 at 6%; with 50% employer match about $100,893 at 4% or $67,262 at 6%; with 100% employer match about $75,670 at 4% or $50,446 at 6%.
2017151$4,719,838$315,469$6,186iApproximate average salary by contribution assumption: employee only about $154,642 at 4% or $103,094 at 6%; with 50% employer match about $103,094 at 4% or $68,730 at 6%; with 100% employer match about $77,321 at 4% or $51,547 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-51$4,719,838$315,469$6,186iApproximate average salary by contribution assumption: employee only about $154,642 at 4% or $103,094 at 6%; with 50% employer match about $103,094 at 4% or $68,730 at 6%; with 100% employer match about $77,321 at 4% or $51,547 at 6%.
2016143$3,873,776$309,207$7,191iApproximate average salary by contribution assumption: employee only about $179,772 at 4% or $119,848 at 6%; with 50% employer match about $119,848 at 4% or $79,898 at 6%; with 100% employer match about $89,886 at 4% or $59,924 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-43$3,873,776$309,207$7,191iApproximate average salary by contribution assumption: employee only about $179,772 at 4% or $119,848 at 6%; with 50% employer match about $119,848 at 4% or $79,898 at 6%; with 100% employer match about $89,886 at 4% or $59,924 at 6%.
2015139$3,375,733$300,556$7,707iApproximate average salary by contribution assumption: employee only about $192,664 at 4% or $128,443 at 6%; with 50% employer match about $128,443 at 4% or $85,628 at 6%; with 100% employer match about $96,332 at 4% or $64,221 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-39$3,375,733$300,556$7,707iApproximate average salary by contribution assumption: employee only about $192,664 at 4% or $128,443 at 6%; with 50% employer match about $128,443 at 4% or $85,628 at 6%; with 100% employer match about $96,332 at 4% or $64,221 at 6%.
2014140$3,320,019$276,513$6,913iApproximate average salary by contribution assumption: employee only about $172,821 at 4% or $115,214 at 6%; with 50% employer match about $115,214 at 4% or $76,809 at 6%; with 100% employer match about $86,410 at 4% or $57,607 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-40$3,320,019$276,513$6,913iApproximate average salary by contribution assumption: employee only about $172,821 at 4% or $115,214 at 6%; with 50% employer match about $115,214 at 4% or $76,809 at 6%; with 100% employer match about $86,410 at 4% or $57,607 at 6%.
2013146$3,632,082$290,766$6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-46$3,632,082$290,766$6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%.
2012140$2,903,064$304,482$7,612iApproximate average salary by contribution assumption: employee only about $190,301 at 4% or $126,868 at 6%; with 50% employer match about $126,868 at 4% or $84,578 at 6%; with 100% employer match about $95,151 at 4% or $63,434 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-40$2,903,064$304,482$7,612iApproximate average salary by contribution assumption: employee only about $190,301 at 4% or $126,868 at 6%; with 50% employer match about $126,868 at 4% or $84,578 at 6%; with 100% employer match about $95,151 at 4% or $63,434 at 6%.
2011133$2,359,661$287,395$8,709iApproximate average salary by contribution assumption: employee only about $217,723 at 4% or $145,149 at 6%; with 50% employer match about $145,149 at 4% or $96,766 at 6%; with 100% employer match about $108,862 at 4% or $72,574 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-33$2,359,661$287,395$8,709iApproximate average salary by contribution assumption: employee only about $217,723 at 4% or $145,149 at 6%; with 50% employer match about $145,149 at 4% or $96,766 at 6%; with 100% employer match about $108,862 at 4% or $72,574 at 6%.
2010132$2,138,921$206,709$6,460iApproximate average salary by contribution assumption: employee only about $161,491 at 4% or $107,661 at 6%; with 50% employer match about $107,661 at 4% or $71,774 at 6%; with 100% employer match about $80,746 at 4% or $53,830 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-32$2,138,921$206,709$6,460iApproximate average salary by contribution assumption: employee only about $161,491 at 4% or $107,661 at 6%; with 50% employer match about $107,661 at 4% or $71,774 at 6%; with 100% employer match about $80,746 at 4% or $53,830 at 6%.
2009135$1,851,832$193,406$5,526iApproximate average salary by contribution assumption: employee only about $138,147 at 4% or $92,098 at 6%; with 50% employer match about $92,098 at 4% or $61,399 at 6%; with 100% employer match about $69,074 at 4% or $46,049 at 6%.
Agee, Clymer, Mitchell & Portman 401(K) Plan-35$1,851,832$193,406$5,526iApproximate average salary by contribution assumption: employee only about $138,147 at 4% or $92,098 at 6%; with 50% employer match about $92,098 at 4% or $61,399 at 6%; with 100% employer match about $69,074 at 4% or $46,049 at 6%.
2007123$0$0-
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-23---
2006123$1,980,758$173,230$7,532iApproximate average salary by contribution assumption: employee only about $188,293 at 4% or $125,529 at 6%; with 50% employer match about $125,529 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,764 at 6%.
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-23$1,980,758$173,230$7,532iApproximate average salary by contribution assumption: employee only about $188,293 at 4% or $125,529 at 6%; with 50% employer match about $125,529 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,764 at 6%.
2005127$1,988,354$202,576$7,503iApproximate average salary by contribution assumption: employee only about $187,570 at 4% or $125,047 at 6%; with 50% employer match about $125,047 at 4% or $83,365 at 6%; with 100% employer match about $93,785 at 4% or $62,523 at 6%.
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-27$1,988,354$202,576$7,503iApproximate average salary by contribution assumption: employee only about $187,570 at 4% or $125,047 at 6%; with 50% employer match about $125,047 at 4% or $83,365 at 6%; with 100% employer match about $93,785 at 4% or $62,523 at 6%.
2004119$1,751,260$158,695$8,352iApproximate average salary by contribution assumption: employee only about $208,809 at 4% or $139,206 at 6%; with 50% employer match about $139,206 at 4% or $92,804 at 6%; with 100% employer match about $104,405 at 4% or $69,603 at 6%.
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-19$1,751,260$158,695$8,352iApproximate average salary by contribution assumption: employee only about $208,809 at 4% or $139,206 at 6%; with 50% employer match about $139,206 at 4% or $92,804 at 6%; with 100% employer match about $104,405 at 4% or $69,603 at 6%.
2003119$1,450,251$179,082$9,425iApproximate average salary by contribution assumption: employee only about $235,634 at 4% or $157,089 at 6%; with 50% employer match about $157,089 at 4% or $104,726 at 6%; with 100% employer match about $117,817 at 4% or $78,545 at 6%.
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-19$1,450,251$179,082$9,425iApproximate average salary by contribution assumption: employee only about $235,634 at 4% or $157,089 at 6%; with 50% employer match about $157,089 at 4% or $104,726 at 6%; with 100% employer match about $117,817 at 4% or $78,545 at 6%.
2002117$0$0-
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-17---
2001118$0$0-
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-18---
1999118$1,734,954$131,379$7,299iApproximate average salary by contribution assumption: employee only about $182,471 at 4% or $121,647 at 6%; with 50% employer match about $121,647 at 4% or $81,098 at 6%; with 100% employer match about $91,235 at 4% or $60,824 at 6%.
Agee, Clymer, Mitchell & Laret Co., L.P.A. Profit Sharing 401K Plan-18$1,734,954$131,379$7,299iApproximate average salary by contribution assumption: employee only about $182,471 at 4% or $121,647 at 6%; with 50% employer match about $121,647 at 4% or $81,098 at 6%; with 100% employer match about $91,235 at 4% or $60,824 at 6%.