The Portfolio Management Group
Plan context: Pmg 401(K) Plan
EIN 45-0974908 • Prattville, AL • 14 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$225,099
2024 Contributions
$53,805
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $225,099 | $53,805 | $10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%. |
| Pmg 401(K) Plan | - | 5 | $225,099 | $53,805 | $10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%. |
| 2023 | 1 | 5 | $167,312 | $50,593 | $10,119iApproximate average salary by contribution assumption: employee only about $252,965 at 4% or $168,643 at 6%; with 50% employer match about $168,643 at 4% or $112,429 at 6%; with 100% employer match about $126,483 at 4% or $84,322 at 6%. |
| Pmg 401(K) Plan | - | 5 | $167,312 | $50,593 | $10,119iApproximate average salary by contribution assumption: employee only about $252,965 at 4% or $168,643 at 6%; with 50% employer match about $168,643 at 4% or $112,429 at 6%; with 100% employer match about $126,483 at 4% or $84,322 at 6%. |
| 2022 | 1 | 5 | $101,876 | $36,741 | $7,348iApproximate average salary by contribution assumption: employee only about $183,705 at 4% or $122,470 at 6%; with 50% employer match about $122,470 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,235 at 6%. |
| Pmg 401(K) Plan | - | 5 | $101,876 | $36,741 | $7,348iApproximate average salary by contribution assumption: employee only about $183,705 at 4% or $122,470 at 6%; with 50% employer match about $122,470 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,235 at 6%. |
| 2021 | 1 | 5 | $104,362 | $26,894 | $5,379iApproximate average salary by contribution assumption: employee only about $134,470 at 4% or $89,647 at 6%; with 50% employer match about $89,647 at 4% or $59,764 at 6%; with 100% employer match about $67,235 at 4% or $44,823 at 6%. |
| Pmg 401(K) Plan | - | 5 | $104,362 | $26,894 | $5,379iApproximate average salary by contribution assumption: employee only about $134,470 at 4% or $89,647 at 6%; with 50% employer match about $89,647 at 4% or $59,764 at 6%; with 100% employer match about $67,235 at 4% or $44,823 at 6%. |
| 2020 | 1 | 6 | $224,810 | $22,997 | $3,833iApproximate average salary by contribution assumption: employee only about $95,821 at 4% or $63,881 at 6%; with 50% employer match about $63,881 at 4% or $42,587 at 6%; with 100% employer match about $47,910 at 4% or $31,940 at 6%. |
| Pmg 401(K) Plan | - | 6 | $224,810 | $22,997 | $3,833iApproximate average salary by contribution assumption: employee only about $95,821 at 4% or $63,881 at 6%; with 50% employer match about $63,881 at 4% or $42,587 at 6%; with 100% employer match about $47,910 at 4% or $31,940 at 6%. |
| 2019 | 1 | 5 | $242,294 | $24,122 | $4,824iApproximate average salary by contribution assumption: employee only about $120,610 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,604 at 6%; with 100% employer match about $60,305 at 4% or $40,203 at 6%. |
| Pmg 401(K) Plan | - | 5 | $242,294 | $24,122 | $4,824iApproximate average salary by contribution assumption: employee only about $120,610 at 4% or $80,407 at 6%; with 50% employer match about $80,407 at 4% or $53,604 at 6%; with 100% employer match about $60,305 at 4% or $40,203 at 6%. |
| 2018 | 1 | 3 | $193,234 | $43,839 | $14,613iApproximate average salary by contribution assumption: employee only about $365,325 at 4% or $243,550 at 6%; with 50% employer match about $243,550 at 4% or $162,367 at 6%; with 100% employer match about $182,663 at 4% or $121,775 at 6%. |
| Pmg 401(K) Plan | - | 3 | $193,234 | $43,839 | $14,613iApproximate average salary by contribution assumption: employee only about $365,325 at 4% or $243,550 at 6%; with 50% employer match about $243,550 at 4% or $162,367 at 6%; with 100% employer match about $182,663 at 4% or $121,775 at 6%. |
| 2017 | 1 | 3 | $161,454 | $24,131 | $8,044iApproximate average salary by contribution assumption: employee only about $201,092 at 4% or $134,061 at 6%; with 50% employer match about $134,061 at 4% or $89,374 at 6%; with 100% employer match about $100,546 at 4% or $67,031 at 6%. |
| Pmg 401(K) Plan | - | 3 | $161,454 | $24,131 | $8,044iApproximate average salary by contribution assumption: employee only about $201,092 at 4% or $134,061 at 6%; with 50% employer match about $134,061 at 4% or $89,374 at 6%; with 100% employer match about $100,546 at 4% or $67,031 at 6%. |
| 2016 | 1 | 3 | $126,566 | $27,615 | $9,205iApproximate average salary by contribution assumption: employee only about $230,125 at 4% or $153,417 at 6%; with 50% employer match about $153,417 at 4% or $102,278 at 6%; with 100% employer match about $115,063 at 4% or $76,708 at 6%. |
| Pmg 401(K) Plan | - | 3 | $126,566 | $27,615 | $9,205iApproximate average salary by contribution assumption: employee only about $230,125 at 4% or $153,417 at 6%; with 50% employer match about $153,417 at 4% or $102,278 at 6%; with 100% employer match about $115,063 at 4% or $76,708 at 6%. |
| 2015 | 1 | 3 | $101,650 | $6,108 | $2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%. |
| Pmg 401(K) Plan | - | 3 | $101,650 | $6,108 | $2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%. |
| 2014 | 1 | 3 | $122,727 | $8,474 | $2,825iApproximate average salary by contribution assumption: employee only about $70,617 at 4% or $47,078 at 6%; with 50% employer match about $47,078 at 4% or $31,385 at 6%; with 100% employer match about $35,308 at 4% or $23,539 at 6%. |
| Pmg 401(K) Plan | - | 3 | $122,727 | $8,474 | $2,825iApproximate average salary by contribution assumption: employee only about $70,617 at 4% or $47,078 at 6%; with 50% employer match about $47,078 at 4% or $31,385 at 6%; with 100% employer match about $35,308 at 4% or $23,539 at 6%. |
| 2013 | 1 | 3 | $132,964 | $7,059 | $2,353iApproximate average salary by contribution assumption: employee only about $58,825 at 4% or $39,217 at 6%; with 50% employer match about $39,217 at 4% or $26,144 at 6%; with 100% employer match about $29,413 at 4% or $19,608 at 6%. |
| Pmg 401(K) Plan | - | 3 | $132,964 | $7,059 | $2,353iApproximate average salary by contribution assumption: employee only about $58,825 at 4% or $39,217 at 6%; with 50% employer match about $39,217 at 4% or $26,144 at 6%; with 100% employer match about $29,413 at 4% or $19,608 at 6%. |
| 2012 | 1 | 3 | $108,912 | $27,425 | $9,142iApproximate average salary by contribution assumption: employee only about $228,542 at 4% or $152,361 at 6%; with 50% employer match about $152,361 at 4% or $101,574 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%. |
| Pmg 401(K) Plan | - | 3 | $108,912 | $27,425 | $9,142iApproximate average salary by contribution assumption: employee only about $228,542 at 4% or $152,361 at 6%; with 50% employer match about $152,361 at 4% or $101,574 at 6%; with 100% employer match about $114,271 at 4% or $76,181 at 6%. |
| 2011 | 1 | 3 | $98,813 | $108,016 | $36,005iApproximate average salary by contribution assumption: employee only about $900,133 at 4% or $600,089 at 6%; with 50% employer match about $600,089 at 4% or $400,059 at 6%; with 100% employer match about $450,067 at 4% or $300,044 at 6%. |
| Pmg 401(K) Plan | - | 3 | $98,813 | $108,016 | $36,005iApproximate average salary by contribution assumption: employee only about $900,133 at 4% or $600,089 at 6%; with 50% employer match about $600,089 at 4% or $400,059 at 6%; with 100% employer match about $450,067 at 4% or $300,044 at 6%. |