Civic Intelligence

Portman Holdings LLC

Plan context: Portman 401K Plan

EIN 45-0609938 • Atlanta, GA • 18 filings • 4 plans

303 Peachtree Center Ave. NE Ste 57Atlanta, GA 30303
Current Snapshot

Latest Year

2024

2024 Participants

113

2024 Assets

$23,024,780

2024 Contributions

$1,501,787

Historical Graphs

Total Assets Over Time

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

$23,024,780$11,512,390$0201520202024YearValue
$23,024,780Latest year 2024

Participants Over Time

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

152760201520202024YearValue
113Latest 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
20242113$23,024,780$1,501,787$13,290iApproximate average salary by contribution assumption: employee only about $332,254 at 4% or $221,503 at 6%; with 50% employer match about $221,503 at 4% or $147,668 at 6%; with 100% employer match about $166,127 at 4% or $110,751 at 6%.
Portman 401K Plan-86$23,024,780$1,501,787$17,463iApproximate average salary by contribution assumption: employee only about $436,566 at 4% or $291,044 at 6%; with 50% employer match about $291,044 at 4% or $194,029 at 6%; with 100% employer match about $218,283 at 4% or $145,522 at 6%.
Portman Group Insurance Plan-113---
20232136$19,910,850$1,808,501$13,298iApproximate average salary by contribution assumption: employee only about $332,445 at 4% or $221,630 at 6%; with 50% employer match about $221,630 at 4% or $147,753 at 6%; with 100% employer match about $166,223 at 4% or $110,815 at 6%.
Portman 401K Plan-115$19,910,850$1,808,501$15,726iApproximate average salary by contribution assumption: employee only about $393,152 at 4% or $262,102 at 6%; with 50% employer match about $262,102 at 4% or $174,734 at 6%; with 100% employer match about $196,576 at 4% or $131,051 at 6%.
Portman Group Insurance Plan-136---
20222152$17,337,805$1,659,217$10,916iApproximate average salary by contribution assumption: employee only about $272,898 at 4% or $181,932 at 6%; with 50% employer match about $181,932 at 4% or $121,288 at 6%; with 100% employer match about $136,449 at 4% or $90,966 at 6%.
Portman 401K Plan-128$17,337,805$1,659,217$12,963iApproximate average salary by contribution assumption: employee only about $324,066 at 4% or $216,044 at 6%; with 50% employer match about $216,044 at 4% or $144,029 at 6%; with 100% employer match about $162,033 at 4% or $108,022 at 6%.
Portman Group Insurance Plan-152---
20212148$19,048,203$1,408,958$9,520iApproximate average salary by contribution assumption: employee only about $238,000 at 4% or $158,666 at 6%; with 50% employer match about $158,666 at 4% or $105,778 at 6%; with 100% employer match about $119,000 at 4% or $79,333 at 6%.
Portman 401K Plan-106$19,048,203$1,408,958$13,292iApproximate average salary by contribution assumption: employee only about $332,301 at 4% or $221,534 at 6%; with 50% employer match about $221,534 at 4% or $147,690 at 6%; with 100% employer match about $166,151 at 4% or $110,767 at 6%.
Portman Group Insurance Plan-148---
20202132$15,643,902$1,148,177$8,698iApproximate average salary by contribution assumption: employee only about $217,458 at 4% or $144,972 at 6%; with 50% employer match about $144,972 at 4% or $96,648 at 6%; with 100% employer match about $108,729 at 4% or $72,486 at 6%.
Portman 401K Plan-91$15,643,902$1,148,177$12,617iApproximate average salary by contribution assumption: employee only about $315,433 at 4% or $210,289 at 6%; with 50% employer match about $210,289 at 4% or $140,193 at 6%; with 100% employer match about $157,717 at 4% or $105,144 at 6%.
Portman Group Insurance Plan-132---
20192139$13,087,631$1,597,785$11,495iApproximate average salary by contribution assumption: employee only about $287,371 at 4% or $191,581 at 6%; with 50% employer match about $191,581 at 4% or $127,721 at 6%; with 100% employer match about $143,686 at 4% or $95,790 at 6%.
Portman 401K Plan-95$13,087,631$1,597,785$16,819iApproximate average salary by contribution assumption: employee only about $420,470 at 4% or $280,313 at 6%; with 50% employer match about $280,313 at 4% or $186,875 at 6%; with 100% employer match about $210,235 at 4% or $140,157 at 6%.
Portman Group Insurance Plan-139---
20183152$11,635,938$1,748,286$11,502iApproximate average salary by contribution assumption: employee only about $287,547 at 4% or $191,698 at 6%; with 50% employer match about $191,698 at 4% or $127,799 at 6%; with 100% employer match about $143,774 at 4% or $95,849 at 6%.
Portman 401K Plan-91$11,635,938$1,748,286$19,212iApproximate average salary by contribution assumption: employee only about $480,298 at 4% or $320,199 at 6%; with 50% employer match about $320,199 at 4% or $213,466 at 6%; with 100% employer match about $240,149 at 4% or $160,099 at 6%.
Portman Group Insurance Plan-152---
PORTMAN FLEXIBLE BENEFITS PLAN-36---
2017187$11,606,614$983,988$11,310iApproximate average salary by contribution assumption: employee only about $282,755 at 4% or $188,503 at 6%; with 50% employer match about $188,503 at 4% or $125,669 at 6%; with 100% employer match about $141,378 at 4% or $94,252 at 6%.
Portman 401K Plan-87$11,606,614$983,988$11,310iApproximate average salary by contribution assumption: employee only about $282,755 at 4% or $188,503 at 6%; with 50% employer match about $188,503 at 4% or $125,669 at 6%; with 100% employer match about $141,378 at 4% or $94,252 at 6%.
2016180$9,449,255$896,953$11,212iApproximate average salary by contribution assumption: employee only about $280,298 at 4% or $186,865 at 6%; with 50% employer match about $186,865 at 4% or $124,577 at 6%; with 100% employer match about $140,149 at 4% or $93,433 at 6%.
Portman 401K Plan-80$9,449,255$896,953$11,212iApproximate average salary by contribution assumption: employee only about $280,298 at 4% or $186,865 at 6%; with 50% employer match about $186,865 at 4% or $124,577 at 6%; with 100% employer match about $140,149 at 4% or $93,433 at 6%.
2015188$8,254,275$686,443$7,800iApproximate average salary by contribution assumption: employee only about $195,012 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%.
Portman 401K Plan-88$8,254,275$686,443$7,800iApproximate average salary by contribution assumption: employee only about $195,012 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%.