Dr. Lori Portnoy Inc.
Plan context: Dr. Lori Portnoy Inc. Retirement Plan
EIN 36-3852476 • Chicago, IL • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$265,529
2019 Contributions
$33,912
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 4 | $265,529 | $33,912 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 4 | $265,529 | $33,912 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| 2017 | 1 | 4 | $256,109 | $34,367 | $8,592iApproximate average salary by contribution assumption: employee only about $214,794 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 4 | $256,109 | $34,367 | $8,592iApproximate average salary by contribution assumption: employee only about $214,794 at 4% or $143,196 at 6%; with 50% employer match about $143,196 at 4% or $95,464 at 6%; with 100% employer match about $107,397 at 4% or $71,598 at 6%. |
| 2016 | 1 | 4 | $207,657 | $39,955 | $9,989iApproximate average salary by contribution assumption: employee only about $249,719 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,240 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 4 | $207,657 | $39,955 | $9,989iApproximate average salary by contribution assumption: employee only about $249,719 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,240 at 6%. |
| 2015 | 1 | 3 | $155,026 | $64,854 | $21,618iApproximate average salary by contribution assumption: employee only about $540,450 at 4% or $360,300 at 6%; with 50% employer match about $360,300 at 4% or $240,200 at 6%; with 100% employer match about $270,225 at 4% or $180,150 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 3 | $155,026 | $64,854 | $21,618iApproximate average salary by contribution assumption: employee only about $540,450 at 4% or $360,300 at 6%; with 50% employer match about $360,300 at 4% or $240,200 at 6%; with 100% employer match about $270,225 at 4% or $180,150 at 6%. |
| 2014 | 1 | 3 | $89,146 | $60,899 | $20,300iApproximate average salary by contribution assumption: employee only about $507,492 at 4% or $338,328 at 6%; with 50% employer match about $338,328 at 4% or $225,552 at 6%; with 100% employer match about $253,746 at 4% or $169,164 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 3 | $89,146 | $60,899 | $20,300iApproximate average salary by contribution assumption: employee only about $507,492 at 4% or $338,328 at 6%; with 50% employer match about $338,328 at 4% or $225,552 at 6%; with 100% employer match about $253,746 at 4% or $169,164 at 6%. |
| 2013 | 1 | 2 | $25,000 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Dr. Lori Portnoy Inc. Retirement Plan | - | 2 | $25,000 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |