Theory Capital Management LLC
Plan context: Portfolio Logic Management LLC 401K Plan
EIN 32-0092781 • Washington, DC • 6 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
13
2009 Assets
$362,356
2009 Contributions
$86,801
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $86,801 | - |
| Portfolio Logic Management LLC 401K Plan | - | 0 | - | $86,801 | - |
| 2008 | 1 | 13 | $362,356 | $114,828 | $8,833iApproximate average salary by contribution assumption: employee only about $220,823 at 4% or $147,215 at 6%; with 50% employer match about $147,215 at 4% or $98,144 at 6%; with 100% employer match about $110,412 at 4% or $73,608 at 6%. |
| Portfolio Logic Management LLC 401K Plan | - | 13 | $362,356 | $114,828 | $8,833iApproximate average salary by contribution assumption: employee only about $220,823 at 4% or $147,215 at 6%; with 50% employer match about $147,215 at 4% or $98,144 at 6%; with 100% employer match about $110,412 at 4% or $73,608 at 6%. |
| 2007 | 1 | 11 | $473,659 | $118,625 | $10,784iApproximate average salary by contribution assumption: employee only about $269,602 at 4% or $179,735 at 6%; with 50% employer match about $179,735 at 4% or $119,823 at 6%; with 100% employer match about $134,801 at 4% or $89,867 at 6%. |
| Portfolio Logic Management LLC 401K Plan | - | 11 | $473,659 | $118,625 | $10,784iApproximate average salary by contribution assumption: employee only about $269,602 at 4% or $179,735 at 6%; with 50% employer match about $179,735 at 4% or $119,823 at 6%; with 100% employer match about $134,801 at 4% or $89,867 at 6%. |
| 2006 | 1 | 10 | $317,557 | $168,648 | $16,865iApproximate average salary by contribution assumption: employee only about $421,620 at 4% or $281,080 at 6%; with 50% employer match about $281,080 at 4% or $187,387 at 6%; with 100% employer match about $210,810 at 4% or $140,540 at 6%. |
| Portfolio Logic Management LLC 401K Plan | - | 10 | $317,557 | $168,648 | $16,865iApproximate average salary by contribution assumption: employee only about $421,620 at 4% or $281,080 at 6%; with 50% employer match about $281,080 at 4% or $187,387 at 6%; with 100% employer match about $210,810 at 4% or $140,540 at 6%. |
| 2005 | 1 | 10 | $152,913 | $78,278 | $7,828iApproximate average salary by contribution assumption: employee only about $195,695 at 4% or $130,463 at 6%; with 50% employer match about $130,463 at 4% or $86,976 at 6%; with 100% employer match about $97,848 at 4% or $65,232 at 6%. |
| Portfolio Logic Management LLC 401K Plan | - | 10 | $152,913 | $78,278 | $7,828iApproximate average salary by contribution assumption: employee only about $195,695 at 4% or $130,463 at 6%; with 50% employer match about $130,463 at 4% or $86,976 at 6%; with 100% employer match about $97,848 at 4% or $65,232 at 6%. |
| 2004 | 1 | 8 | $61,037 | $55,967 | $6,996iApproximate average salary by contribution assumption: employee only about $174,897 at 4% or $116,598 at 6%; with 50% employer match about $116,598 at 4% or $77,732 at 6%; with 100% employer match about $87,448 at 4% or $58,299 at 6%. |
| Portfolio Logic Management LLC 401K Plan | - | 8 | $61,037 | $55,967 | $6,996iApproximate average salary by contribution assumption: employee only about $174,897 at 4% or $116,598 at 6%; with 50% employer match about $116,598 at 4% or $77,732 at 6%; with 100% employer match about $87,448 at 4% or $58,299 at 6%. |