Civic Intelligence

Port Capital LLC

Plan context: Port Capital LLC 401(K) Plan

EIN 32-0475866 • Chicago, IL • 9 filings • 1 plans

180 N.stetson AvenueSuite 5700Chicago, IL 60601
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,155,464

2024 Contributions

$410,742

Historical Graphs

Total Assets Over Time

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

$3,155,464$1,577,732$0201620202024YearValue
$3,155,464Latest year 2024

Participants Over Time

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

1580201620202024YearValue
14Latest 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
2024114$3,155,464$410,742$29,339iApproximate average salary by contribution assumption: employee only about $733,468 at 4% or $488,979 at 6%; with 50% employer match about $488,979 at 4% or $325,986 at 6%; with 100% employer match about $366,734 at 4% or $244,489 at 6%.
Port Capital LLC 401(K) Plan-14$3,155,464$410,742$29,339iApproximate average salary by contribution assumption: employee only about $733,468 at 4% or $488,979 at 6%; with 50% employer match about $488,979 at 4% or $325,986 at 6%; with 100% employer match about $366,734 at 4% or $244,489 at 6%.
2023115$2,429,344$416,489$27,766iApproximate average salary by contribution assumption: employee only about $694,148 at 4% or $462,766 at 6%; with 50% employer match about $462,766 at 4% or $308,510 at 6%; with 100% employer match about $347,074 at 4% or $231,383 at 6%.
Port Capital LLC 401(K) Plan-15$2,429,344$416,489$27,766iApproximate average salary by contribution assumption: employee only about $694,148 at 4% or $462,766 at 6%; with 50% employer match about $462,766 at 4% or $308,510 at 6%; with 100% employer match about $347,074 at 4% or $231,383 at 6%.
2022113$1,708,458$380,539$29,272iApproximate average salary by contribution assumption: employee only about $731,806 at 4% or $487,871 at 6%; with 50% employer match about $487,871 at 4% or $325,247 at 6%; with 100% employer match about $365,903 at 4% or $243,935 at 6%.
Port Capital LLC 401(K) Plan-13$1,708,458$380,539$29,272iApproximate average salary by contribution assumption: employee only about $731,806 at 4% or $487,871 at 6%; with 50% employer match about $487,871 at 4% or $325,247 at 6%; with 100% employer match about $365,903 at 4% or $243,935 at 6%.
2021113$1,645,088$356,305$27,408iApproximate average salary by contribution assumption: employee only about $685,202 at 4% or $456,801 at 6%; with 50% employer match about $456,801 at 4% or $304,534 at 6%; with 100% employer match about $342,601 at 4% or $228,401 at 6%.
Port Capital LLC 401(K) Plan-13$1,645,088$356,305$27,408iApproximate average salary by contribution assumption: employee only about $685,202 at 4% or $456,801 at 6%; with 50% employer match about $456,801 at 4% or $304,534 at 6%; with 100% employer match about $342,601 at 4% or $228,401 at 6%.
2020113$1,272,352$317,448$24,419iApproximate average salary by contribution assumption: employee only about $610,477 at 4% or $406,985 at 6%; with 50% employer match about $406,985 at 4% or $271,323 at 6%; with 100% employer match about $305,238 at 4% or $203,492 at 6%.
Port Capital LLC 401(K) Plan-13$1,272,352$317,448$24,419iApproximate average salary by contribution assumption: employee only about $610,477 at 4% or $406,985 at 6%; with 50% employer match about $406,985 at 4% or $271,323 at 6%; with 100% employer match about $305,238 at 4% or $203,492 at 6%.
2019114$936,652$287,674$20,548iApproximate average salary by contribution assumption: employee only about $513,704 at 4% or $342,469 at 6%; with 50% employer match about $342,469 at 4% or $228,313 at 6%; with 100% employer match about $256,852 at 4% or $171,235 at 6%.
Port Capital LLC 401(K) Plan-14$936,652$287,674$20,548iApproximate average salary by contribution assumption: employee only about $513,704 at 4% or $342,469 at 6%; with 50% employer match about $342,469 at 4% or $228,313 at 6%; with 100% employer match about $256,852 at 4% or $171,235 at 6%.
2018113$843,560$236,376$18,183iApproximate average salary by contribution assumption: employee only about $454,569 at 4% or $303,046 at 6%; with 50% employer match about $303,046 at 4% or $202,031 at 6%; with 100% employer match about $227,285 at 4% or $151,523 at 6%.
Port Capital LLC 401(K) Plan-13$843,560$236,376$18,183iApproximate average salary by contribution assumption: employee only about $454,569 at 4% or $303,046 at 6%; with 50% employer match about $303,046 at 4% or $202,031 at 6%; with 100% employer match about $227,285 at 4% or $151,523 at 6%.
2017110$659,209$459,866$45,987iApproximate average salary by contribution assumption: employee only about $1,149,665 at 4% or $766,443 at 6%; with 50% employer match about $766,443 at 4% or $510,962 at 6%; with 100% employer match about $574,833 at 4% or $383,222 at 6%.
Port Capital LLC 401(K) Plan-10$659,209$459,866$45,987iApproximate average salary by contribution assumption: employee only about $1,149,665 at 4% or $766,443 at 6%; with 50% employer match about $766,443 at 4% or $510,962 at 6%; with 100% employer match about $574,833 at 4% or $383,222 at 6%.
201617$131,932$128,399$18,343iApproximate average salary by contribution assumption: employee only about $458,568 at 4% or $305,712 at 6%; with 50% employer match about $305,712 at 4% or $203,808 at 6%; with 100% employer match about $229,284 at 4% or $152,856 at 6%.
Port Capital LLC 401(K) Plan-7$131,932$128,399$18,343iApproximate average salary by contribution assumption: employee only about $458,568 at 4% or $305,712 at 6%; with 50% employer match about $305,712 at 4% or $203,808 at 6%; with 100% employer match about $229,284 at 4% or $152,856 at 6%.