Civic Intelligence

Private Portfolio Inc

Plan context: Private Portfolio Inc Profit Sharing Plan

EIN 33-0616531 • LA Jolla, CA • 21 filings • 3 plans

7816 Ivanhoe Ave, Ste 10LA Jolla, CA 92037-4535
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,744,047

2024 Contributions

$40,300

Historical Graphs

Total Assets Over Time

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

$1,744,047$872,024$0200420142024YearValue
$1,744,047Latest year 2024

Participants Over Time

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

320200420142024YearValue
3Latest 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
202413$1,744,047$40,300$13,433iApproximate average salary by contribution assumption: employee only about $335,833 at 4% or $223,889 at 6%; with 50% employer match about $223,889 at 4% or $149,259 at 6%; with 100% employer match about $167,917 at 4% or $111,944 at 6%.
Private Portfolio Inc Profit Sharing Plan-3$1,744,047$40,300$13,433iApproximate average salary by contribution assumption: employee only about $335,833 at 4% or $223,889 at 6%; with 50% employer match about $223,889 at 4% or $149,259 at 6%; with 100% employer match about $167,917 at 4% or $111,944 at 6%.
202313$1,367,737$49,750$16,583iApproximate average salary by contribution assumption: employee only about $414,583 at 4% or $276,389 at 6%; with 50% employer match about $276,389 at 4% or $184,259 at 6%; with 100% employer match about $207,292 at 4% or $138,194 at 6%.
Private Portfolio Inc Profit Sharing Plan-3$1,367,737$49,750$16,583iApproximate average salary by contribution assumption: employee only about $414,583 at 4% or $276,389 at 6%; with 50% employer match about $276,389 at 4% or $184,259 at 6%; with 100% employer match about $207,292 at 4% or $138,194 at 6%.
202212$1,109,086$47,493$23,747iApproximate average salary by contribution assumption: employee only about $593,663 at 4% or $395,775 at 6%; with 50% employer match about $395,775 at 4% or $263,850 at 6%; with 100% employer match about $296,831 at 4% or $197,888 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$1,109,086$47,493$23,747iApproximate average salary by contribution assumption: employee only about $593,663 at 4% or $395,775 at 6%; with 50% employer match about $395,775 at 4% or $263,850 at 6%; with 100% employer match about $296,831 at 4% or $197,888 at 6%.
202112$1,235,229$49,386$24,693iApproximate average salary by contribution assumption: employee only about $617,325 at 4% or $411,550 at 6%; with 50% employer match about $411,550 at 4% or $274,367 at 6%; with 100% employer match about $308,663 at 4% or $205,775 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$1,235,229$49,386$24,693iApproximate average salary by contribution assumption: employee only about $617,325 at 4% or $411,550 at 6%; with 50% employer match about $411,550 at 4% or $274,367 at 6%; with 100% employer match about $308,663 at 4% or $205,775 at 6%.
202012$1,114,280$55,194$27,597iApproximate average salary by contribution assumption: employee only about $689,925 at 4% or $459,950 at 6%; with 50% employer match about $459,950 at 4% or $306,633 at 6%; with 100% employer match about $344,963 at 4% or $229,975 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$1,114,280$55,194$27,597iApproximate average salary by contribution assumption: employee only about $689,925 at 4% or $459,950 at 6%; with 50% employer match about $459,950 at 4% or $306,633 at 6%; with 100% employer match about $344,963 at 4% or $229,975 at 6%.
201912$884,679$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$884,679$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201812$789,477$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$789,477$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
201712$771,672$50,734$25,367iApproximate average salary by contribution assumption: employee only about $634,175 at 4% or $422,783 at 6%; with 50% employer match about $422,783 at 4% or $281,856 at 6%; with 100% employer match about $317,088 at 4% or $211,392 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$771,672$50,734$25,367iApproximate average salary by contribution assumption: employee only about $634,175 at 4% or $422,783 at 6%; with 50% employer match about $422,783 at 4% or $281,856 at 6%; with 100% employer match about $317,088 at 4% or $211,392 at 6%.
201612$690,322$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$690,322$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201512$512,214$49,379$24,690iApproximate average salary by contribution assumption: employee only about $617,238 at 4% or $411,492 at 6%; with 50% employer match about $411,492 at 4% or $274,328 at 6%; with 100% employer match about $308,619 at 4% or $205,746 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$512,214$49,379$24,690iApproximate average salary by contribution assumption: employee only about $617,238 at 4% or $411,492 at 6%; with 50% employer match about $411,492 at 4% or $274,328 at 6%; with 100% employer match about $308,619 at 4% or $205,746 at 6%.
201412$513,910$47,175$23,588iApproximate average salary by contribution assumption: employee only about $589,688 at 4% or $393,125 at 6%; with 50% employer match about $393,125 at 4% or $262,083 at 6%; with 100% employer match about $294,844 at 4% or $196,563 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$513,910$47,175$23,588iApproximate average salary by contribution assumption: employee only about $589,688 at 4% or $393,125 at 6%; with 50% employer match about $393,125 at 4% or $262,083 at 6%; with 100% employer match about $294,844 at 4% or $196,563 at 6%.
201312$510,131$51,839$25,920iApproximate average salary by contribution assumption: employee only about $647,988 at 4% or $431,992 at 6%; with 50% employer match about $431,992 at 4% or $287,994 at 6%; with 100% employer match about $323,994 at 4% or $215,996 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$510,131$51,839$25,920iApproximate average salary by contribution assumption: employee only about $647,988 at 4% or $431,992 at 6%; with 50% employer match about $431,992 at 4% or $287,994 at 6%; with 100% employer match about $323,994 at 4% or $215,996 at 6%.
201212$525,572$46,748$23,374iApproximate average salary by contribution assumption: employee only about $584,350 at 4% or $389,567 at 6%; with 50% employer match about $389,567 at 4% or $259,711 at 6%; with 100% employer match about $292,175 at 4% or $194,783 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$525,572$46,748$23,374iApproximate average salary by contribution assumption: employee only about $584,350 at 4% or $389,567 at 6%; with 50% employer match about $389,567 at 4% or $259,711 at 6%; with 100% employer match about $292,175 at 4% or $194,783 at 6%.
201112$450,336$52,561$26,281iApproximate average salary by contribution assumption: employee only about $657,013 at 4% or $438,008 at 6%; with 50% employer match about $438,008 at 4% or $292,006 at 6%; with 100% employer match about $328,506 at 4% or $219,004 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$450,336$52,561$26,281iApproximate average salary by contribution assumption: employee only about $657,013 at 4% or $438,008 at 6%; with 50% employer match about $438,008 at 4% or $292,006 at 6%; with 100% employer match about $328,506 at 4% or $219,004 at 6%.
201012$419,379$48,560$24,280iApproximate average salary by contribution assumption: employee only about $607,000 at 4% or $404,667 at 6%; with 50% employer match about $404,667 at 4% or $269,778 at 6%; with 100% employer match about $303,500 at 4% or $202,333 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$419,379$48,560$24,280iApproximate average salary by contribution assumption: employee only about $607,000 at 4% or $404,667 at 6%; with 50% employer match about $404,667 at 4% or $269,778 at 6%; with 100% employer match about $303,500 at 4% or $202,333 at 6%.
200912$350,244$43,214$21,607iApproximate average salary by contribution assumption: employee only about $540,175 at 4% or $360,117 at 6%; with 50% employer match about $360,117 at 4% or $240,078 at 6%; with 100% employer match about $270,088 at 4% or $180,058 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$350,244$43,214$21,607iApproximate average salary by contribution assumption: employee only about $540,175 at 4% or $360,117 at 6%; with 50% employer match about $360,117 at 4% or $240,078 at 6%; with 100% employer match about $270,088 at 4% or $180,058 at 6%.
200812$212,734$36,606$18,303iApproximate average salary by contribution assumption: employee only about $457,575 at 4% or $305,050 at 6%; with 50% employer match about $305,050 at 4% or $203,367 at 6%; with 100% employer match about $228,788 at 4% or $152,525 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$212,734$36,606$18,303iApproximate average salary by contribution assumption: employee only about $457,575 at 4% or $305,050 at 6%; with 50% employer match about $305,050 at 4% or $203,367 at 6%; with 100% employer match about $228,788 at 4% or $152,525 at 6%.
200712$201,197$45,164$22,582iApproximate average salary by contribution assumption: employee only about $564,550 at 4% or $376,367 at 6%; with 50% employer match about $376,367 at 4% or $250,911 at 6%; with 100% employer match about $282,275 at 4% or $188,183 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$201,197$45,164$22,582iApproximate average salary by contribution assumption: employee only about $564,550 at 4% or $376,367 at 6%; with 50% employer match about $376,367 at 4% or $250,911 at 6%; with 100% employer match about $282,275 at 4% or $188,183 at 6%.
200612$153,236$46,737$23,369iApproximate average salary by contribution assumption: employee only about $584,213 at 4% or $389,475 at 6%; with 50% employer match about $389,475 at 4% or $259,650 at 6%; with 100% employer match about $292,106 at 4% or $194,738 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$153,236$46,737$23,369iApproximate average salary by contribution assumption: employee only about $584,213 at 4% or $389,475 at 6%; with 50% employer match about $389,475 at 4% or $259,650 at 6%; with 100% employer match about $292,106 at 4% or $194,738 at 6%.
200512$98,418$45,864$22,932iApproximate average salary by contribution assumption: employee only about $573,300 at 4% or $382,200 at 6%; with 50% employer match about $382,200 at 4% or $254,800 at 6%; with 100% employer match about $286,650 at 4% or $191,100 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$98,418$45,864$22,932iApproximate average salary by contribution assumption: employee only about $573,300 at 4% or $382,200 at 6%; with 50% employer match about $382,200 at 4% or $254,800 at 6%; with 100% employer match about $286,650 at 4% or $191,100 at 6%.
200412$47,884$47,881$23,941iApproximate average salary by contribution assumption: employee only about $598,513 at 4% or $399,008 at 6%; with 50% employer match about $399,008 at 4% or $266,006 at 6%; with 100% employer match about $299,256 at 4% or $199,504 at 6%.
Private Portfolio Inc Profit Sharing Plan-2$47,884$47,881$23,941iApproximate average salary by contribution assumption: employee only about $598,513 at 4% or $399,008 at 6%; with 50% employer match about $399,008 at 4% or $266,006 at 6%; with 100% employer match about $299,256 at 4% or $199,504 at 6%.