Civic Intelligence

Portner & Shure, P.A.

Plan context: Portner & Shure, P.A. Retirement Plan

EIN 52-1889392 • Columbia, MD • 25 filings • 2 plans

7226 Lee Deforest Drive, Suite 101Columbia, MD 21046
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$5,533,275

2024 Contributions

$275,634

Historical Graphs

Total Assets Over Time

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

$5,533,275$2,766,638$0200020142024YearValue
$5,533,275Latest year 2024

Participants Over Time

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

40200200020122024YearValue
37Latest 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
2024137$5,533,275$275,634$7,450iApproximate average salary by contribution assumption: employee only about $186,239 at 4% or $124,159 at 6%; with 50% employer match about $124,159 at 4% or $82,773 at 6%; with 100% employer match about $93,120 at 4% or $62,080 at 6%.
Portner & Shure, P.A. Retirement Plan-37$5,533,275$275,634$7,450iApproximate average salary by contribution assumption: employee only about $186,239 at 4% or $124,159 at 6%; with 50% employer match about $124,159 at 4% or $82,773 at 6%; with 100% employer match about $93,120 at 4% or $62,080 at 6%.
2023140$4,991,342$243,599$6,090iApproximate average salary by contribution assumption: employee only about $152,249 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,666 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%.
Portner & Shure, P.A. Retirement Plan-40$4,991,342$243,599$6,090iApproximate average salary by contribution assumption: employee only about $152,249 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,666 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%.
2022133$4,175,643$208,840$6,328iApproximate average salary by contribution assumption: employee only about $158,212 at 4% or $105,475 at 6%; with 50% employer match about $105,475 at 4% or $70,316 at 6%; with 100% employer match about $79,106 at 4% or $52,737 at 6%.
Portner & Shure, P.A. Retirement Plan-33$4,175,643$208,840$6,328iApproximate average salary by contribution assumption: employee only about $158,212 at 4% or $105,475 at 6%; with 50% employer match about $105,475 at 4% or $70,316 at 6%; with 100% employer match about $79,106 at 4% or $52,737 at 6%.
2021133$4,679,163$249,721$7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,591 at 4% or $63,061 at 6%.
Portner & Shure, P.A. Retirement Plan-33$4,679,163$249,721$7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,591 at 4% or $63,061 at 6%.
2020138$3,982,436$209,032$5,501iApproximate average salary by contribution assumption: employee only about $137,521 at 4% or $91,681 at 6%; with 50% employer match about $91,681 at 4% or $61,120 at 6%; with 100% employer match about $68,761 at 4% or $45,840 at 6%.
Portner & Shure, P.A. Retirement Plan-38$3,982,436$209,032$5,501iApproximate average salary by contribution assumption: employee only about $137,521 at 4% or $91,681 at 6%; with 50% employer match about $91,681 at 4% or $61,120 at 6%; with 100% employer match about $68,761 at 4% or $45,840 at 6%.
2019131$4,330,250$202,135$6,520iApproximate average salary by contribution assumption: employee only about $163,012 at 4% or $108,675 at 6%; with 50% employer match about $108,675 at 4% or $72,450 at 6%; with 100% employer match about $81,506 at 4% or $54,337 at 6%.
Portner & Shure, P.A. Retirement Plan-31$4,330,250$202,135$6,520iApproximate average salary by contribution assumption: employee only about $163,012 at 4% or $108,675 at 6%; with 50% employer match about $108,675 at 4% or $72,450 at 6%; with 100% employer match about $81,506 at 4% or $54,337 at 6%.
2018130$3,448,538$184,315$6,144iApproximate average salary by contribution assumption: employee only about $153,596 at 4% or $102,397 at 6%; with 50% employer match about $102,397 at 4% or $68,265 at 6%; with 100% employer match about $76,798 at 4% or $51,199 at 6%.
Portner & Shure, P.A. Retirement Plan-30$3,448,538$184,315$6,144iApproximate average salary by contribution assumption: employee only about $153,596 at 4% or $102,397 at 6%; with 50% employer match about $102,397 at 4% or $68,265 at 6%; with 100% employer match about $76,798 at 4% or $51,199 at 6%.
2017121$4,055,395$206,981$9,856iApproximate average salary by contribution assumption: employee only about $246,406 at 4% or $164,271 at 6%; with 50% employer match about $164,271 at 4% or $109,514 at 6%; with 100% employer match about $123,203 at 4% or $82,135 at 6%.
Portner & Shure, P.A. Retirement Plan-21$4,055,395$206,981$9,856iApproximate average salary by contribution assumption: employee only about $246,406 at 4% or $164,271 at 6%; with 50% employer match about $164,271 at 4% or $109,514 at 6%; with 100% employer match about $123,203 at 4% or $82,135 at 6%.
2016119$3,276,344$193,425$10,180iApproximate average salary by contribution assumption: employee only about $254,507 at 4% or $169,671 at 6%; with 50% employer match about $169,671 at 4% or $113,114 at 6%; with 100% employer match about $127,253 at 4% or $84,836 at 6%.
Portner & Shure, P.A. Retirement Plan-19$3,276,344$193,425$10,180iApproximate average salary by contribution assumption: employee only about $254,507 at 4% or $169,671 at 6%; with 50% employer match about $169,671 at 4% or $113,114 at 6%; with 100% employer match about $127,253 at 4% or $84,836 at 6%.
2015120$2,919,427$163,815$8,191iApproximate average salary by contribution assumption: employee only about $204,769 at 4% or $136,513 at 6%; with 50% employer match about $136,513 at 4% or $91,008 at 6%; with 100% employer match about $102,384 at 4% or $68,256 at 6%.
Portner & Shure, P.A. Retirement Plan-20$2,919,427$163,815$8,191iApproximate average salary by contribution assumption: employee only about $204,769 at 4% or $136,513 at 6%; with 50% employer match about $136,513 at 4% or $91,008 at 6%; with 100% employer match about $102,384 at 4% or $68,256 at 6%.
2014118$2,855,656$120,856$6,714iApproximate average salary by contribution assumption: employee only about $167,856 at 4% or $111,904 at 6%; with 50% employer match about $111,904 at 4% or $74,602 at 6%; with 100% employer match about $83,928 at 4% or $55,952 at 6%.
Portner & Shure, P.A. Retirement Plan-18$2,855,656$120,856$6,714iApproximate average salary by contribution assumption: employee only about $167,856 at 4% or $111,904 at 6%; with 50% employer match about $111,904 at 4% or $74,602 at 6%; with 100% employer match about $83,928 at 4% or $55,952 at 6%.
2013120$2,556,713$136,828$6,841iApproximate average salary by contribution assumption: employee only about $171,035 at 4% or $114,023 at 6%; with 50% employer match about $114,023 at 4% or $76,016 at 6%; with 100% employer match about $85,518 at 4% or $57,012 at 6%.
Portner & Shure, P.A. Retirement Plan-20$2,556,713$136,828$6,841iApproximate average salary by contribution assumption: employee only about $171,035 at 4% or $114,023 at 6%; with 50% employer match about $114,023 at 4% or $76,016 at 6%; with 100% employer match about $85,518 at 4% or $57,012 at 6%.
2012122$2,009,914$129,538$5,888iApproximate average salary by contribution assumption: employee only about $147,202 at 4% or $98,135 at 6%; with 50% employer match about $98,135 at 4% or $65,423 at 6%; with 100% employer match about $73,601 at 4% or $49,067 at 6%.
Portner & Shure, P.A. Retirement Plan-22$2,009,914$129,538$5,888iApproximate average salary by contribution assumption: employee only about $147,202 at 4% or $98,135 at 6%; with 50% employer match about $98,135 at 4% or $65,423 at 6%; with 100% employer match about $73,601 at 4% or $49,067 at 6%.
2011119$1,683,076$124,009$6,527iApproximate average salary by contribution assumption: employee only about $163,170 at 4% or $108,780 at 6%; with 50% employer match about $108,780 at 4% or $72,520 at 6%; with 100% employer match about $81,585 at 4% or $54,390 at 6%.
Portner & Shure, P.A. Retirement Plan-19$1,683,076$124,009$6,527iApproximate average salary by contribution assumption: employee only about $163,170 at 4% or $108,780 at 6%; with 50% employer match about $108,780 at 4% or $72,520 at 6%; with 100% employer match about $81,585 at 4% or $54,390 at 6%.
2010121$1,628,999$126,406$6,019iApproximate average salary by contribution assumption: employee only about $150,483 at 4% or $100,322 at 6%; with 50% employer match about $100,322 at 4% or $66,881 at 6%; with 100% employer match about $75,242 at 4% or $50,161 at 6%.
Portner & Shure, P.A. Retirement Plan-21$1,628,999$126,406$6,019iApproximate average salary by contribution assumption: employee only about $150,483 at 4% or $100,322 at 6%; with 50% employer match about $100,322 at 4% or $66,881 at 6%; with 100% employer match about $75,242 at 4% or $50,161 at 6%.
2009118$1,362,806$122,415$6,801iApproximate average salary by contribution assumption: employee only about $170,021 at 4% or $113,347 at 6%; with 50% employer match about $113,347 at 4% or $75,565 at 6%; with 100% employer match about $85,010 at 4% or $56,674 at 6%.
Portner & Shure, P.A. Retirement Plan-18$1,362,806$122,415$6,801iApproximate average salary by contribution assumption: employee only about $170,021 at 4% or $113,347 at 6%; with 50% employer match about $113,347 at 4% or $75,565 at 6%; with 100% employer match about $85,010 at 4% or $56,674 at 6%.
2008115$992,961$137,673$9,178iApproximate average salary by contribution assumption: employee only about $229,455 at 4% or $152,970 at 6%; with 50% employer match about $152,970 at 4% or $101,980 at 6%; with 100% employer match about $114,728 at 4% or $76,485 at 6%.
Portner & Shure, P.A. Retirement Plan-15$992,961$137,673$9,178iApproximate average salary by contribution assumption: employee only about $229,455 at 4% or $152,970 at 6%; with 50% employer match about $152,970 at 4% or $101,980 at 6%; with 100% employer match about $114,728 at 4% or $76,485 at 6%.
2007115$0$0-
Portner & Shure, P.A. Retirement Plan-15---
2006114$975,839$158,818$11,344iApproximate average salary by contribution assumption: employee only about $283,604 at 4% or $189,069 at 6%; with 50% employer match about $189,069 at 4% or $126,046 at 6%; with 100% employer match about $141,802 at 4% or $94,535 at 6%.
Portner & Shure, P.A. Retirement Plan-14$975,839$158,818$11,344iApproximate average salary by contribution assumption: employee only about $283,604 at 4% or $189,069 at 6%; with 50% employer match about $189,069 at 4% or $126,046 at 6%; with 100% employer match about $141,802 at 4% or $94,535 at 6%.
2005115$768,493$215,751$14,383iApproximate average salary by contribution assumption: employee only about $359,585 at 4% or $239,723 at 6%; with 50% employer match about $239,723 at 4% or $159,816 at 6%; with 100% employer match about $179,793 at 4% or $119,862 at 6%.
Portner & Shure, P.A. Retirement Plan-15$768,493$215,751$14,383iApproximate average salary by contribution assumption: employee only about $359,585 at 4% or $239,723 at 6%; with 50% employer match about $239,723 at 4% or $159,816 at 6%; with 100% employer match about $179,793 at 4% or $119,862 at 6%.
200418$0$0-
Portner & Shure, P.A. Retirement Plan-8---
200319$449,815$96,035$10,671iApproximate average salary by contribution assumption: employee only about $266,764 at 4% or $177,843 at 6%; with 50% employer match about $177,843 at 4% or $118,562 at 6%; with 100% employer match about $133,382 at 4% or $88,921 at 6%.
Portner & Shure, P.A. Retirement Plan-9$449,815$96,035$10,671iApproximate average salary by contribution assumption: employee only about $266,764 at 4% or $177,843 at 6%; with 50% employer match about $177,843 at 4% or $118,562 at 6%; with 100% employer match about $133,382 at 4% or $88,921 at 6%.
2002110$299,304$75,367$7,537iApproximate average salary by contribution assumption: employee only about $188,418 at 4% or $125,612 at 6%; with 50% employer match about $125,612 at 4% or $83,741 at 6%; with 100% employer match about $94,209 at 4% or $62,806 at 6%.
Portner & Shure, P.A. Retirement Plan-10$299,304$75,367$7,537iApproximate average salary by contribution assumption: employee only about $188,418 at 4% or $125,612 at 6%; with 50% employer match about $125,612 at 4% or $83,741 at 6%; with 100% employer match about $94,209 at 4% or $62,806 at 6%.
200119$0$0-
Portner & Shure, P.A. Retirement Plan-9---
200018$234,881$75,027$9,378iApproximate average salary by contribution assumption: employee only about $234,459 at 4% or $156,306 at 6%; with 50% employer match about $156,306 at 4% or $104,204 at 6%; with 100% employer match about $117,230 at 4% or $78,153 at 6%.
Portner & Shure, P.A. Retirement Plan-8$234,881$75,027$9,378iApproximate average salary by contribution assumption: employee only about $234,459 at 4% or $156,306 at 6%; with 50% employer match about $156,306 at 4% or $104,204 at 6%; with 100% employer match about $117,230 at 4% or $78,153 at 6%.