Civic Intelligence

Portfolio Financial Servicing Company

Plan context: Pfsc Retirement Plan

EIN 52-2276492 • Portland, OR • 33 filings • 7 plans

7303 SE Lake RoadPortland, OR 97267
Current Snapshot

Latest Year

2019

2019 Participants

125

2019 Assets

$4,235,231

2019 Contributions

$1,050

Historical Graphs

Total Assets Over Time

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

$4,235,231$2,117,616$0200120102018YearValue
$4,235,231Latest year 2018

Participants Over Time

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

137690200120102018YearValue
125Latest year 2018

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
201910$0$1,050-
Pfsc Retirement Plan-0-$1,050-
20184125$4,235,231$651,287$5,210iApproximate average salary by contribution assumption: employee only about $130,257 at 4% or $86,838 at 6%; with 50% employer match about $86,838 at 4% or $57,892 at 6%; with 100% employer match about $65,129 at 4% or $43,419 at 6%.
Pfsc Retirement Plan-125$4,235,231$651,287$5,210iApproximate average salary by contribution assumption: employee only about $130,257 at 4% or $86,838 at 6%; with 50% employer match about $86,838 at 4% or $57,892 at 6%; with 100% employer match about $65,129 at 4% or $43,419 at 6%.
PORTFOLIO FINANCIAL SERVICING COMPANY GROUP MEDICAL PLAN-0---
PORTFOLIO FINANCIAL SERVICING COMPANY DENTAL PLAN-0---
Portfolio Financial Servicing Company Welfare Plan-0---
20173137$3,947,266$492,473$3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,912 at 6%; with 50% employer match about $59,912 at 4% or $39,941 at 6%; with 100% employer match about $44,934 at 4% or $29,956 at 6%.
Pfsc Retirement Plan-97$3,947,266$492,473$5,077iApproximate average salary by contribution assumption: employee only about $126,926 at 4% or $84,617 at 6%; with 50% employer match about $84,617 at 4% or $56,412 at 6%; with 100% employer match about $63,463 at 4% or $42,309 at 6%.
PORTFOLIO FINANCIAL SERVICING COMPANY DENTAL PLAN-103---
Portfolio Financial Servicing Company Welfare Plan-137---
20162109$3,030,045$351,040$3,221iApproximate average salary by contribution assumption: employee only about $80,514 at 4% or $53,676 at 6%; with 50% employer match about $53,676 at 4% or $35,784 at 6%; with 100% employer match about $40,257 at 4% or $26,838 at 6%.
Pfsc Retirement Plan-78$3,030,045$351,040$4,501iApproximate average salary by contribution assumption: employee only about $112,513 at 4% or $75,009 at 6%; with 50% employer match about $75,009 at 4% or $50,006 at 6%; with 100% employer match about $56,256 at 4% or $37,504 at 6%.
Portfolio Financial Servicing Company Welfare Plan-109---
20152105$2,529,203$378,991$3,609iApproximate average salary by contribution assumption: employee only about $90,236 at 4% or $60,157 at 6%; with 50% employer match about $60,157 at 4% or $40,105 at 6%; with 100% employer match about $45,118 at 4% or $30,079 at 6%.
Pfsc Retirement Plan-78$2,529,203$378,991$4,859iApproximate average salary by contribution assumption: employee only about $121,471 at 4% or $80,981 at 6%; with 50% employer match about $80,981 at 4% or $53,987 at 6%; with 100% employer match about $60,736 at 4% or $40,490 at 6%.
Portfolio Financial Servicing Company Welfare Plan-105---
2014173$2,574,762$298,341$4,087iApproximate average salary by contribution assumption: employee only about $102,172 at 4% or $68,114 at 6%; with 50% employer match about $68,114 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,057 at 6%.
Pfsc Retirement Plan-73$2,574,762$298,341$4,087iApproximate average salary by contribution assumption: employee only about $102,172 at 4% or $68,114 at 6%; with 50% employer match about $68,114 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,057 at 6%.
2013165$2,445,386$400,318$6,159iApproximate average salary by contribution assumption: employee only about $153,968 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,430 at 6%; with 100% employer match about $76,984 at 4% or $51,323 at 6%.
Pfsc Retirement Plan-65$2,445,386$400,318$6,159iApproximate average salary by contribution assumption: employee only about $153,968 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,430 at 6%; with 100% employer match about $76,984 at 4% or $51,323 at 6%.
2012166$1,776,169$209,894$3,180iApproximate average salary by contribution assumption: employee only about $79,505 at 4% or $53,004 at 6%; with 50% employer match about $53,004 at 4% or $35,336 at 6%; with 100% employer match about $39,753 at 4% or $26,502 at 6%.
Pfsc Retirement Plan-66$1,776,169$209,894$3,180iApproximate average salary by contribution assumption: employee only about $79,505 at 4% or $53,004 at 6%; with 50% employer match about $53,004 at 4% or $35,336 at 6%; with 100% employer match about $39,753 at 4% or $26,502 at 6%.
2011168$1,514,517$197,024$2,897iApproximate average salary by contribution assumption: employee only about $72,435 at 4% or $48,290 at 6%; with 50% employer match about $48,290 at 4% or $32,193 at 6%; with 100% employer match about $36,218 at 4% or $24,145 at 6%.
Pfsc Retirement Plan-68$1,514,517$197,024$2,897iApproximate average salary by contribution assumption: employee only about $72,435 at 4% or $48,290 at 6%; with 50% employer match about $48,290 at 4% or $32,193 at 6%; with 100% employer match about $36,218 at 4% or $24,145 at 6%.
2010179$1,610,186$190,286$2,409iApproximate average salary by contribution assumption: employee only about $60,217 at 4% or $40,145 at 6%; with 50% employer match about $40,145 at 4% or $26,763 at 6%; with 100% employer match about $30,109 at 4% or $20,072 at 6%.
Pfsc Retirement Plan-79$1,610,186$190,286$2,409iApproximate average salary by contribution assumption: employee only about $60,217 at 4% or $40,145 at 6%; with 50% employer match about $40,145 at 4% or $26,763 at 6%; with 100% employer match about $30,109 at 4% or $20,072 at 6%.
2009171$1,239,848$190,860$2,688iApproximate average salary by contribution assumption: employee only about $67,204 at 4% or $44,803 at 6%; with 50% employer match about $44,803 at 4% or $29,869 at 6%; with 100% employer match about $33,602 at 4% or $22,401 at 6%.
Pfsc Retirement Plan-71$1,239,848$190,860$2,688iApproximate average salary by contribution assumption: employee only about $67,204 at 4% or $44,803 at 6%; with 50% employer match about $44,803 at 4% or $29,869 at 6%; with 100% employer match about $33,602 at 4% or $22,401 at 6%.
2008179$812,077$162,253$2,054iApproximate average salary by contribution assumption: employee only about $51,346 at 4% or $34,231 at 6%; with 50% employer match about $34,231 at 4% or $22,820 at 6%; with 100% employer match about $25,673 at 4% or $17,115 at 6%.
Pfsc Retirement Plan-79$812,077$162,253$2,054iApproximate average salary by contribution assumption: employee only about $51,346 at 4% or $34,231 at 6%; with 50% employer match about $34,231 at 4% or $22,820 at 6%; with 100% employer match about $25,673 at 4% or $17,115 at 6%.
2007177$1,077,915$106,994$1,390iApproximate average salary by contribution assumption: employee only about $34,738 at 4% or $23,159 at 6%; with 50% employer match about $23,159 at 4% or $15,439 at 6%; with 100% employer match about $17,369 at 4% or $11,579 at 6%.
Pfsc Retirement Plan-77$1,077,915$106,994$1,390iApproximate average salary by contribution assumption: employee only about $34,738 at 4% or $23,159 at 6%; with 50% employer match about $23,159 at 4% or $15,439 at 6%; with 100% employer match about $17,369 at 4% or $11,579 at 6%.
2006180$1,280,069$140,772$1,760iApproximate average salary by contribution assumption: employee only about $43,991 at 4% or $29,328 at 6%; with 50% employer match about $29,328 at 4% or $19,552 at 6%; with 100% employer match about $21,996 at 4% or $14,664 at 6%.
Pfsc Retirement Plan-80$1,280,069$140,772$1,760iApproximate average salary by contribution assumption: employee only about $43,991 at 4% or $29,328 at 6%; with 50% employer match about $29,328 at 4% or $19,552 at 6%; with 100% employer match about $21,996 at 4% or $14,664 at 6%.
2005193$1,150,612$138,398$1,488iApproximate average salary by contribution assumption: employee only about $37,204 at 4% or $24,803 at 6%; with 50% employer match about $24,803 at 4% or $16,535 at 6%; with 100% employer match about $18,602 at 4% or $12,401 at 6%.
Pfsc Retirement Plan-93$1,150,612$138,398$1,488iApproximate average salary by contribution assumption: employee only about $37,204 at 4% or $24,803 at 6%; with 50% employer match about $24,803 at 4% or $16,535 at 6%; with 100% employer match about $18,602 at 4% or $12,401 at 6%.
20041100$1,057,284$192,207$1,922iApproximate average salary by contribution assumption: employee only about $48,052 at 4% or $32,035 at 6%; with 50% employer match about $32,035 at 4% or $21,356 at 6%; with 100% employer match about $24,026 at 4% or $16,017 at 6%.
Pfsc Retirement Plan-100$1,057,284$192,207$1,922iApproximate average salary by contribution assumption: employee only about $48,052 at 4% or $32,035 at 6%; with 50% employer match about $32,035 at 4% or $21,356 at 6%; with 100% employer match about $24,026 at 4% or $16,017 at 6%.
20034127$813,471$181,745$1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,901 at 6%; with 100% employer match about $17,888 at 4% or $11,926 at 6%.
Pfsc Retirement Plan-127$813,471$181,745$1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,851 at 6%; with 50% employer match about $23,851 at 4% or $15,901 at 6%; with 100% employer match about $17,888 at 4% or $11,926 at 6%.
PORTFOLIO FINANCIAL SERVICING COMPANY GROUP MEDICAL PLAN-112---
PORTFOLIO FINANCIAL SERVICING COMPANY SECTION 125 PLAN-116---
PORTFOLIO FINANCIAL SERVICING COMPANY GROUP DENTAL PLAN-115---
20025127$589,976$219,852$1,731iApproximate average salary by contribution assumption: employee only about $43,278 at 4% or $28,852 at 6%; with 50% employer match about $28,852 at 4% or $19,235 at 6%; with 100% employer match about $21,639 at 4% or $14,426 at 6%.
Pfsc Retirement Plan-118$589,976$219,852$1,863iApproximate average salary by contribution assumption: employee only about $46,579 at 4% or $31,053 at 6%; with 50% employer match about $31,053 at 4% or $20,702 at 6%; with 100% employer match about $23,289 at 4% or $15,526 at 6%.
PORTFOLIO FINANCIAL SERVICING COMPANY GROUP DENTAL PLAN-105---
PORTFOLIO FINANCIAL SERVICING COMPANY GROUP MEDICAL PLAN-103---
PORTFOLIO FINANCIAL SERVICING COMPANY SECTION 125 PLAN-118---
Portfolio Financial Servicing Company Welfare Plan-127---
20011117$565,129$542,976$4,641iApproximate average salary by contribution assumption: employee only about $116,021 at 4% or $77,347 at 6%; with 50% employer match about $77,347 at 4% or $51,565 at 6%; with 100% employer match about $58,010 at 4% or $38,674 at 6%.
Pfsc Retirement Plan-117$565,129$542,976$4,641iApproximate average salary by contribution assumption: employee only about $116,021 at 4% or $77,347 at 6%; with 50% employer match about $77,347 at 4% or $51,565 at 6%; with 100% employer match about $58,010 at 4% or $38,674 at 6%.