Civic Intelligence

Modern Portfolio Management Inc.

Plan context: Modern Portfolio Management Inc. Profit Sharing 401K Plan

EIN 34-1807696 • 3 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

3

2002 Assets

$847,014

2002 Contributions

$30,971

Historical Graphs

Total Assets Over Time

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

$847,443$423,722$019992002YearValue
$847,014Latest year 2002

Participants Over Time

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

630199920012002YearValue
3Latest year 2002

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
200213$847,014$30,971$10,324iApproximate average salary by contribution assumption: employee only about $258,092 at 4% or $172,061 at 6%; with 50% employer match about $172,061 at 4% or $114,707 at 6%; with 100% employer match about $129,046 at 4% or $86,031 at 6%.
Modern Portfolio Management Inc. Profit Sharing 401K Plan-3$847,014$30,971$10,324iApproximate average salary by contribution assumption: employee only about $258,092 at 4% or $172,061 at 6%; with 50% employer match about $172,061 at 4% or $114,707 at 6%; with 100% employer match about $129,046 at 4% or $86,031 at 6%.
200113$0$0-
Modern Portfolio Management Inc. Profit Sharing 401K Plan-3---
199916$847,443$16,150$2,692iApproximate average salary by contribution assumption: employee only about $67,292 at 4% or $44,861 at 6%; with 50% employer match about $44,861 at 4% or $29,907 at 6%; with 100% employer match about $33,646 at 4% or $22,431 at 6%.
Modern Portfolio Management Inc. Profit Sharing 401K Plan-6$847,443$16,150$2,692iApproximate average salary by contribution assumption: employee only about $67,292 at 4% or $44,861 at 6%; with 50% employer match about $44,861 at 4% or $29,907 at 6%; with 100% employer match about $33,646 at 4% or $22,431 at 6%.