Civic Intelligence

Portfolio Supervision Inc.

Plan context: Portfolio Supervision Inc. Profit Sharing Plan

EIN 34-1666577 • Canton, OH • 30 filings • 3 plans

4158 Munson Street NWCanton, OH 44718-2979
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,086,232

2024 Contributions

$331,928

Historical Graphs

Total Assets Over Time

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

$5,086,232$2,543,116$0199920132024YearValue
$5,086,232Latest year 2024

Participants Over Time

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

1370199920122024YearValue
9Latest 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
202429$5,086,232$331,928$36,881iApproximate average salary by contribution assumption: employee only about $922,022 at 4% or $614,681 at 6%; with 50% employer match about $614,681 at 4% or $409,788 at 6%; with 100% employer match about $461,011 at 4% or $307,341 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-9$5,083,118$299,432$33,270iApproximate average salary by contribution assumption: employee only about $831,756 at 4% or $554,504 at 6%; with 50% employer match about $554,504 at 4% or $369,669 at 6%; with 100% employer match about $415,878 at 4% or $277,252 at 6%.
PORTFOLIO VISION INC SOCA BENEFIT PLAN-5$3,114$32,496$6,499iApproximate average salary by contribution assumption: employee only about $162,480 at 4% or $108,320 at 6%; with 50% employer match about $108,320 at 4% or $72,213 at 6%; with 100% employer match about $81,240 at 4% or $54,160 at 6%.
2023213$4,267,077$364,171$28,013iApproximate average salary by contribution assumption: employee only about $700,329 at 4% or $466,886 at 6%; with 50% employer match about $466,886 at 4% or $311,257 at 6%; with 100% employer match about $350,164 at 4% or $233,443 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-13$4,263,821$307,938$23,688iApproximate average salary by contribution assumption: employee only about $592,188 at 4% or $394,792 at 6%; with 50% employer match about $394,792 at 4% or $263,195 at 6%; with 100% employer match about $296,094 at 4% or $197,396 at 6%.
PORTFOLIO VISION INC SOCA BENEFIT PLAN-5$3,256$56,233$11,247iApproximate average salary by contribution assumption: employee only about $281,165 at 4% or $187,443 at 6%; with 50% employer match about $187,443 at 4% or $124,962 at 6%; with 100% employer match about $140,583 at 4% or $93,722 at 6%.
2022211$3,572,669$344,471$31,316iApproximate average salary by contribution assumption: employee only about $782,889 at 4% or $521,926 at 6%; with 50% employer match about $521,926 at 4% or $347,951 at 6%; with 100% employer match about $391,444 at 4% or $260,963 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-11$3,570,110$298,437$27,131iApproximate average salary by contribution assumption: employee only about $678,266 at 4% or $452,177 at 6%; with 50% employer match about $452,177 at 4% or $301,452 at 6%; with 100% employer match about $339,133 at 4% or $226,089 at 6%.
PORTFOLIO VISION INC SOCA BENEFIT PLAN-6$2,559$46,034$7,672iApproximate average salary by contribution assumption: employee only about $191,808 at 4% or $127,872 at 6%; with 50% employer match about $127,872 at 4% or $85,248 at 6%; with 100% employer match about $95,904 at 4% or $63,936 at 6%.
2021212$4,191,202$338,915$28,243iApproximate average salary by contribution assumption: employee only about $706,073 at 4% or $470,715 at 6%; with 50% employer match about $470,715 at 4% or $313,810 at 6%; with 100% employer match about $353,036 at 4% or $235,358 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-12$4,190,261$298,437$24,870iApproximate average salary by contribution assumption: employee only about $621,744 at 4% or $414,496 at 6%; with 50% employer match about $414,496 at 4% or $276,331 at 6%; with 100% employer match about $310,872 at 4% or $207,248 at 6%.
PORTFOLIO VISION INC SOCA BENEFIT PLAN-5$941$40,478$8,096iApproximate average salary by contribution assumption: employee only about $202,390 at 4% or $134,927 at 6%; with 50% employer match about $134,927 at 4% or $89,951 at 6%; with 100% employer match about $101,195 at 4% or $67,463 at 6%.
2020111$4,311,166$240,999$21,909iApproximate average salary by contribution assumption: employee only about $547,725 at 4% or $365,150 at 6%; with 50% employer match about $365,150 at 4% or $243,433 at 6%; with 100% employer match about $273,863 at 4% or $182,575 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-11$4,311,166$240,999$21,909iApproximate average salary by contribution assumption: employee only about $547,725 at 4% or $365,150 at 6%; with 50% employer match about $365,150 at 4% or $243,433 at 6%; with 100% employer match about $273,863 at 4% or $182,575 at 6%.
2019111$3,187,797$227,522$20,684iApproximate average salary by contribution assumption: employee only about $517,095 at 4% or $344,730 at 6%; with 50% employer match about $344,730 at 4% or $229,820 at 6%; with 100% employer match about $258,548 at 4% or $172,365 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-11$3,187,797$227,522$20,684iApproximate average salary by contribution assumption: employee only about $517,095 at 4% or $344,730 at 6%; with 50% employer match about $344,730 at 4% or $229,820 at 6%; with 100% employer match about $258,548 at 4% or $172,365 at 6%.
201818$2,404,331$204,280$25,535iApproximate average salary by contribution assumption: employee only about $638,375 at 4% or $425,583 at 6%; with 50% employer match about $425,583 at 4% or $283,722 at 6%; with 100% employer match about $319,188 at 4% or $212,792 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-8$2,404,331$204,280$25,535iApproximate average salary by contribution assumption: employee only about $638,375 at 4% or $425,583 at 6%; with 50% employer match about $425,583 at 4% or $283,722 at 6%; with 100% employer match about $319,188 at 4% or $212,792 at 6%.
201719$2,366,621$270,492$30,055iApproximate average salary by contribution assumption: employee only about $751,367 at 4% or $500,911 at 6%; with 50% employer match about $500,911 at 4% or $333,941 at 6%; with 100% employer match about $375,683 at 4% or $250,456 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-9$2,366,621$270,492$30,055iApproximate average salary by contribution assumption: employee only about $751,367 at 4% or $500,911 at 6%; with 50% employer match about $500,911 at 4% or $333,941 at 6%; with 100% employer match about $375,683 at 4% or $250,456 at 6%.
2016110$1,823,010$206,438$20,644iApproximate average salary by contribution assumption: employee only about $516,095 at 4% or $344,063 at 6%; with 50% employer match about $344,063 at 4% or $229,376 at 6%; with 100% employer match about $258,048 at 4% or $172,032 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-10$1,823,010$206,438$20,644iApproximate average salary by contribution assumption: employee only about $516,095 at 4% or $344,063 at 6%; with 50% employer match about $344,063 at 4% or $229,376 at 6%; with 100% employer match about $258,048 at 4% or $172,032 at 6%.
201519$2,965,366$190,218$21,135iApproximate average salary by contribution assumption: employee only about $528,383 at 4% or $352,256 at 6%; with 50% employer match about $352,256 at 4% or $234,837 at 6%; with 100% employer match about $264,192 at 4% or $176,128 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-9$2,965,366$190,218$21,135iApproximate average salary by contribution assumption: employee only about $528,383 at 4% or $352,256 at 6%; with 50% employer match about $352,256 at 4% or $234,837 at 6%; with 100% employer match about $264,192 at 4% or $176,128 at 6%.
201419$2,907,789$322,395$35,822iApproximate average salary by contribution assumption: employee only about $895,542 at 4% or $597,028 at 6%; with 50% employer match about $597,028 at 4% or $398,019 at 6%; with 100% employer match about $447,771 at 4% or $298,514 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-9$2,907,789$322,395$35,822iApproximate average salary by contribution assumption: employee only about $895,542 at 4% or $597,028 at 6%; with 50% employer match about $597,028 at 4% or $398,019 at 6%; with 100% employer match about $447,771 at 4% or $298,514 at 6%.
201319$2,522,284$130,445$14,494iApproximate average salary by contribution assumption: employee only about $362,347 at 4% or $241,565 at 6%; with 50% employer match about $241,565 at 4% or $161,043 at 6%; with 100% employer match about $181,174 at 4% or $120,782 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-9$2,522,284$130,445$14,494iApproximate average salary by contribution assumption: employee only about $362,347 at 4% or $241,565 at 6%; with 50% employer match about $241,565 at 4% or $161,043 at 6%; with 100% employer match about $181,174 at 4% or $120,782 at 6%.
201218$2,129,813$288,756$36,095iApproximate average salary by contribution assumption: employee only about $902,363 at 4% or $601,575 at 6%; with 50% employer match about $601,575 at 4% or $401,050 at 6%; with 100% employer match about $451,181 at 4% or $300,788 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-8$2,129,813$288,756$36,095iApproximate average salary by contribution assumption: employee only about $902,363 at 4% or $601,575 at 6%; with 50% employer match about $601,575 at 4% or $401,050 at 6%; with 100% employer match about $451,181 at 4% or $300,788 at 6%.
2011111$1,811,184$229,326$20,848iApproximate average salary by contribution assumption: employee only about $521,195 at 4% or $347,464 at 6%; with 50% employer match about $347,464 at 4% or $231,642 at 6%; with 100% employer match about $260,598 at 4% or $173,732 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-11$1,811,184$229,326$20,848iApproximate average salary by contribution assumption: employee only about $521,195 at 4% or $347,464 at 6%; with 50% employer match about $347,464 at 4% or $231,642 at 6%; with 100% employer match about $260,598 at 4% or $173,732 at 6%.
201016$1,673,117$1,008,359$168,060iApproximate average salary by contribution assumption: employee only about $4,201,496 at 4% or $2,800,997 at 6%; with 50% employer match about $2,800,997 at 4% or $1,867,331 at 6%; with 100% employer match about $2,100,748 at 4% or $1,400,499 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-6$1,673,117$1,008,359$168,060iApproximate average salary by contribution assumption: employee only about $4,201,496 at 4% or $2,800,997 at 6%; with 50% employer match about $2,800,997 at 4% or $1,867,331 at 6%; with 100% employer match about $2,100,748 at 4% or $1,400,499 at 6%.
200915$619,195$91,717$18,343iApproximate average salary by contribution assumption: employee only about $458,585 at 4% or $305,723 at 6%; with 50% employer match about $305,723 at 4% or $203,816 at 6%; with 100% employer match about $229,293 at 4% or $152,862 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-5$619,195$91,717$18,343iApproximate average salary by contribution assumption: employee only about $458,585 at 4% or $305,723 at 6%; with 50% employer match about $305,723 at 4% or $203,816 at 6%; with 100% employer match about $229,293 at 4% or $152,862 at 6%.
200815$441,136$94,809$18,962iApproximate average salary by contribution assumption: employee only about $474,045 at 4% or $316,030 at 6%; with 50% employer match about $316,030 at 4% or $210,687 at 6%; with 100% employer match about $237,023 at 4% or $158,015 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-5$441,136$94,809$18,962iApproximate average salary by contribution assumption: employee only about $474,045 at 4% or $316,030 at 6%; with 50% employer match about $316,030 at 4% or $210,687 at 6%; with 100% employer match about $237,023 at 4% or $158,015 at 6%.
200715$0$0-
Portfolio Supervision Inc. Profit Sharing Plan-5---
200615$423,700$101,478$20,296iApproximate average salary by contribution assumption: employee only about $507,390 at 4% or $338,260 at 6%; with 50% employer match about $338,260 at 4% or $225,507 at 6%; with 100% employer match about $253,695 at 4% or $169,130 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-5$423,700$101,478$20,296iApproximate average salary by contribution assumption: employee only about $507,390 at 4% or $338,260 at 6%; with 50% employer match about $338,260 at 4% or $225,507 at 6%; with 100% employer match about $253,695 at 4% or $169,130 at 6%.
200515$332,756$70,436$14,087iApproximate average salary by contribution assumption: employee only about $352,180 at 4% or $234,787 at 6%; with 50% employer match about $234,787 at 4% or $156,524 at 6%; with 100% employer match about $176,090 at 4% or $117,393 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-5$332,756$70,436$14,087iApproximate average salary by contribution assumption: employee only about $352,180 at 4% or $234,787 at 6%; with 50% employer match about $234,787 at 4% or $156,524 at 6%; with 100% employer match about $176,090 at 4% or $117,393 at 6%.
200414$303,311$37,626$9,407iApproximate average salary by contribution assumption: employee only about $235,163 at 4% or $156,775 at 6%; with 50% employer match about $156,775 at 4% or $104,517 at 6%; with 100% employer match about $117,581 at 4% or $78,388 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-4$303,311$37,626$9,407iApproximate average salary by contribution assumption: employee only about $235,163 at 4% or $156,775 at 6%; with 50% employer match about $156,775 at 4% or $104,517 at 6%; with 100% employer match about $117,581 at 4% or $78,388 at 6%.
200314$230,902$31,920$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-4$230,902$31,920$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
200214$146,763$29,630$7,408iApproximate average salary by contribution assumption: employee only about $185,188 at 4% or $123,458 at 6%; with 50% employer match about $123,458 at 4% or $82,306 at 6%; with 100% employer match about $92,594 at 4% or $61,729 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-4$146,763$29,630$7,408iApproximate average salary by contribution assumption: employee only about $185,188 at 4% or $123,458 at 6%; with 50% employer match about $123,458 at 4% or $82,306 at 6%; with 100% employer match about $92,594 at 4% or $61,729 at 6%.
200114$0$0-
Portfolio Supervision Inc. Profit Sharing Plan-4---
200016$0$0-
Portfolio Supervision Inc. Profit Sharing Plan-6---
199916$197,404$51,103$8,517iApproximate average salary by contribution assumption: employee only about $212,929 at 4% or $141,953 at 6%; with 50% employer match about $141,953 at 4% or $94,635 at 6%; with 100% employer match about $106,465 at 4% or $70,976 at 6%.
Portfolio Supervision Inc. Profit Sharing Plan-6$197,404$51,103$8,517iApproximate average salary by contribution assumption: employee only about $212,929 at 4% or $141,953 at 6%; with 50% employer match about $141,953 at 4% or $94,635 at 6%; with 100% employer match about $106,465 at 4% or $70,976 at 6%.