Civic Intelligence

Porter Associates Inc.

Plan context: Porter Associates Inc. 401K P/S Plan

EIN 52-3290296 • Umatilla, FL • 6 filings • 2 plans

19605 Quails Nest RunUmatilla, FL 32784
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$459,476

2012 Contributions

$147,418

Historical Graphs

Total Assets Over Time

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

$459,476$229,738$0200820102012YearValue
$459,476Latest year 2012

Participants Over Time

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

630200820102012YearValue
6Latest year 2012

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
201226$459,476$147,418$24,570iApproximate average salary by contribution assumption: employee only about $614,242 at 4% or $409,494 at 6%; with 50% employer match about $409,494 at 4% or $272,996 at 6%; with 100% employer match about $307,121 at 4% or $204,747 at 6%.
Porter Associates Inc. 401K P/S Plan-4$363,465$78,928$19,732iApproximate average salary by contribution assumption: employee only about $493,300 at 4% or $328,867 at 6%; with 50% employer match about $328,867 at 4% or $219,244 at 6%; with 100% employer match about $246,650 at 4% or $164,433 at 6%.
Porter Associates Inc. 401K P/S Plan-6$96,011$68,490$11,415iApproximate average salary by contribution assumption: employee only about $285,375 at 4% or $190,250 at 6%; with 50% employer match about $190,250 at 4% or $126,833 at 6%; with 100% employer match about $142,688 at 4% or $95,125 at 6%.
201114$241,721$0-
Porter Associates Inc. 401K P/S Plan-4$241,721$0-
201014$260,906$36,412$9,103iApproximate average salary by contribution assumption: employee only about $227,575 at 4% or $151,717 at 6%; with 50% employer match about $151,717 at 4% or $101,144 at 6%; with 100% employer match about $113,788 at 4% or $75,858 at 6%.
Porter Associates Inc. 401K P/S Plan-4$260,906$36,412$9,103iApproximate average salary by contribution assumption: employee only about $227,575 at 4% or $151,717 at 6%; with 50% employer match about $151,717 at 4% or $101,144 at 6%; with 100% employer match about $113,788 at 4% or $75,858 at 6%.
200914$196,686$53,368$13,342iApproximate average salary by contribution assumption: employee only about $333,550 at 4% or $222,367 at 6%; with 50% employer match about $222,367 at 4% or $148,244 at 6%; with 100% employer match about $166,775 at 4% or $111,183 at 6%.
Porter Associates Inc. 401K P/S Plan-4$196,686$53,368$13,342iApproximate average salary by contribution assumption: employee only about $333,550 at 4% or $222,367 at 6%; with 50% employer match about $222,367 at 4% or $148,244 at 6%; with 100% employer match about $166,775 at 4% or $111,183 at 6%.
200816$90,303$62,782$10,464iApproximate average salary by contribution assumption: employee only about $261,592 at 4% or $174,394 at 6%; with 50% employer match about $174,394 at 4% or $116,263 at 6%; with 100% employer match about $130,796 at 4% or $87,197 at 6%.
Porter Associates Inc. 401K P/S Plan-6$90,303$62,782$10,464iApproximate average salary by contribution assumption: employee only about $261,592 at 4% or $174,394 at 6%; with 50% employer match about $174,394 at 4% or $116,263 at 6%; with 100% employer match about $130,796 at 4% or $87,197 at 6%.