Civic Intelligence

The Portfolio Strategy Group LLC

Plan context: The Portfolio Strategy Group LLC Profit Sharing Plan

EIN 46-1533654 • 13 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,951,910

2024 Contributions

$424,850

Historical Graphs

Total Assets Over Time

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

$5,951,910$2,975,955$0201220182024YearValue
$5,951,910Latest year 2024

Participants Over Time

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

1580201220182024YearValue
15Latest 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
2024115$5,951,910$424,850$28,323iApproximate average salary by contribution assumption: employee only about $708,083 at 4% or $472,056 at 6%; with 50% employer match about $472,056 at 4% or $314,704 at 6%; with 100% employer match about $354,042 at 4% or $236,028 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-15$5,951,910$424,850$28,323iApproximate average salary by contribution assumption: employee only about $708,083 at 4% or $472,056 at 6%; with 50% employer match about $472,056 at 4% or $314,704 at 6%; with 100% employer match about $354,042 at 4% or $236,028 at 6%.
202319$5,041,960$318,820$35,424iApproximate average salary by contribution assumption: employee only about $885,611 at 4% or $590,407 at 6%; with 50% employer match about $590,407 at 4% or $393,605 at 6%; with 100% employer match about $442,806 at 4% or $295,204 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-9$5,041,960$318,820$35,424iApproximate average salary by contribution assumption: employee only about $885,611 at 4% or $590,407 at 6%; with 50% employer match about $590,407 at 4% or $393,605 at 6%; with 100% employer match about $442,806 at 4% or $295,204 at 6%.
2022110$4,552,806$291,554$29,155iApproximate average salary by contribution assumption: employee only about $728,885 at 4% or $485,923 at 6%; with 50% employer match about $485,923 at 4% or $323,949 at 6%; with 100% employer match about $364,443 at 4% or $242,962 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$4,552,806$291,554$29,155iApproximate average salary by contribution assumption: employee only about $728,885 at 4% or $485,923 at 6%; with 50% employer match about $485,923 at 4% or $323,949 at 6%; with 100% employer match about $364,443 at 4% or $242,962 at 6%.
2021111$5,032,114$288,590$26,235iApproximate average salary by contribution assumption: employee only about $655,886 at 4% or $437,258 at 6%; with 50% employer match about $437,258 at 4% or $291,505 at 6%; with 100% employer match about $327,943 at 4% or $218,629 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-11$5,032,114$288,590$26,235iApproximate average salary by contribution assumption: employee only about $655,886 at 4% or $437,258 at 6%; with 50% employer match about $437,258 at 4% or $291,505 at 6%; with 100% employer match about $327,943 at 4% or $218,629 at 6%.
2020111$4,205,597$275,225$25,020iApproximate average salary by contribution assumption: employee only about $625,511 at 4% or $417,008 at 6%; with 50% employer match about $417,008 at 4% or $278,005 at 6%; with 100% employer match about $312,756 at 4% or $208,504 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-11$4,205,597$275,225$25,020iApproximate average salary by contribution assumption: employee only about $625,511 at 4% or $417,008 at 6%; with 50% employer match about $417,008 at 4% or $278,005 at 6%; with 100% employer match about $312,756 at 4% or $208,504 at 6%.
2019110$3,558,307$265,636$26,564iApproximate average salary by contribution assumption: employee only about $664,090 at 4% or $442,727 at 6%; with 50% employer match about $442,727 at 4% or $295,151 at 6%; with 100% employer match about $332,045 at 4% or $221,363 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$3,558,307$265,636$26,564iApproximate average salary by contribution assumption: employee only about $664,090 at 4% or $442,727 at 6%; with 50% employer match about $442,727 at 4% or $295,151 at 6%; with 100% employer match about $332,045 at 4% or $221,363 at 6%.
2018110$2,845,253$259,057$25,906iApproximate average salary by contribution assumption: employee only about $647,643 at 4% or $431,762 at 6%; with 50% employer match about $431,762 at 4% or $287,841 at 6%; with 100% employer match about $323,821 at 4% or $215,881 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$2,845,253$259,057$25,906iApproximate average salary by contribution assumption: employee only about $647,643 at 4% or $431,762 at 6%; with 50% employer match about $431,762 at 4% or $287,841 at 6%; with 100% employer match about $323,821 at 4% or $215,881 at 6%.
2017110$2,782,378$247,156$24,716iApproximate average salary by contribution assumption: employee only about $617,890 at 4% or $411,927 at 6%; with 50% employer match about $411,927 at 4% or $274,618 at 6%; with 100% employer match about $308,945 at 4% or $205,963 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$2,782,378$247,156$24,716iApproximate average salary by contribution assumption: employee only about $617,890 at 4% or $411,927 at 6%; with 50% employer match about $411,927 at 4% or $274,618 at 6%; with 100% employer match about $308,945 at 4% or $205,963 at 6%.
2016110$2,263,018$244,819$24,482iApproximate average salary by contribution assumption: employee only about $612,048 at 4% or $408,032 at 6%; with 50% employer match about $408,032 at 4% or $272,021 at 6%; with 100% employer match about $306,024 at 4% or $204,016 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$2,263,018$244,819$24,482iApproximate average salary by contribution assumption: employee only about $612,048 at 4% or $408,032 at 6%; with 50% employer match about $408,032 at 4% or $272,021 at 6%; with 100% employer match about $306,024 at 4% or $204,016 at 6%.
2015110$1,982,300$229,606$22,961iApproximate average salary by contribution assumption: employee only about $574,015 at 4% or $382,677 at 6%; with 50% employer match about $382,677 at 4% or $255,118 at 6%; with 100% employer match about $287,008 at 4% or $191,338 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-10$1,982,300$229,606$22,961iApproximate average salary by contribution assumption: employee only about $574,015 at 4% or $382,677 at 6%; with 50% employer match about $382,677 at 4% or $255,118 at 6%; with 100% employer match about $287,008 at 4% or $191,338 at 6%.
201418$1,764,149$203,200$25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-8$1,764,149$203,200$25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%.
201317$1,528,291$191,900$27,414iApproximate average salary by contribution assumption: employee only about $685,357 at 4% or $456,905 at 6%; with 50% employer match about $456,905 at 4% or $304,603 at 6%; with 100% employer match about $342,679 at 4% or $228,452 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-7$1,528,291$191,900$27,414iApproximate average salary by contribution assumption: employee only about $685,357 at 4% or $456,905 at 6%; with 50% employer match about $456,905 at 4% or $304,603 at 6%; with 100% employer match about $342,679 at 4% or $228,452 at 6%.
201218$1,260,564$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
The Portfolio Strategy Group LLC Profit Sharing Plan-8$1,260,564$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.