Civic Intelligence

PORTFOLIO INC

Plan context: PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 43-1526991 • St Louis, MO • 5 filings • 2 plans

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2029 E Fair AvenueSt Louis, MO 63107
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$107,260

2022 Contributions

$1,375

Historical Graphs

Total Assets Over Time

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

$107,260$53,630$0201720192021YearValue
$107,260Latest year 2021

Participants Over Time

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

110201720192021YearValue
1Latest year 2021

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
202210$0$1,375-
PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST-0$0$1,375-
202111$107,260$1,186$1,186iApproximate average salary by contribution assumption: employee only about $29,650 at 4% or $19,767 at 6%; with 50% employer match about $19,767 at 4% or $13,178 at 6%; with 100% employer match about $14,825 at 4% or $9,883 at 6%.
PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST-1$107,260$1,186$1,186iApproximate average salary by contribution assumption: employee only about $29,650 at 4% or $19,767 at 6%; with 50% employer match about $19,767 at 4% or $13,178 at 6%; with 100% employer match about $14,825 at 4% or $9,883 at 6%.
201911$67,437$11,158$11,158iApproximate average salary by contribution assumption: employee only about $278,950 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,983 at 6%.
PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST-1$67,437$11,158$11,158iApproximate average salary by contribution assumption: employee only about $278,950 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,983 at 6%.
201811$45,800$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
PORTFOLIO INC 401 K PROFIT SHARING PLAN TRUST-1$45,800$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201711$24,630$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
PORTFOLIO INC 401 K PROFIT SHARING PLAN TRUST-1$24,630$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.