Civic Intelligence

W. Frank Porter, P.A.

Plan context: Porter & Schwartz, P.A. 401(K) Plan

EIN 56-1901523 • Charlotte, NC • 29 filings • 7 plans

2101 Sardis Road NorthSuite 208Charlotte, NC 28227
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,323,402

2024 Contributions

$68,522

Historical Graphs

Total Assets Over Time

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

$1,428,534$714,267$0199920152024YearValue
$1,323,402Latest year 2024

Participants Over Time

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

1160199920152024YearValue
4Latest 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
202414$1,323,402$68,522$17,131iApproximate average salary by contribution assumption: employee only about $428,263 at 4% or $285,508 at 6%; with 50% employer match about $285,508 at 4% or $190,339 at 6%; with 100% employer match about $214,131 at 4% or $142,754 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-4$1,323,402$68,522$17,131iApproximate average salary by contribution assumption: employee only about $428,263 at 4% or $285,508 at 6%; with 50% employer match about $285,508 at 4% or $190,339 at 6%; with 100% employer match about $214,131 at 4% or $142,754 at 6%.
202316$1,122,905$60,857$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,047 at 6%; with 50% employer match about $169,047 at 4% or $112,698 at 6%; with 100% employer match about $126,785 at 4% or $84,524 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-6$1,122,905$60,857$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,047 at 6%; with 50% employer match about $169,047 at 4% or $112,698 at 6%; with 100% employer match about $126,785 at 4% or $84,524 at 6%.
202215$894,873$44,144$8,829iApproximate average salary by contribution assumption: employee only about $220,720 at 4% or $147,147 at 6%; with 50% employer match about $147,147 at 4% or $98,098 at 6%; with 100% employer match about $110,360 at 4% or $73,573 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$894,873$44,144$8,829iApproximate average salary by contribution assumption: employee only about $220,720 at 4% or $147,147 at 6%; with 50% employer match about $147,147 at 4% or $98,098 at 6%; with 100% employer match about $110,360 at 4% or $73,573 at 6%.
202115$1,029,386$44,438$8,888iApproximate average salary by contribution assumption: employee only about $222,190 at 4% or $148,127 at 6%; with 50% employer match about $148,127 at 4% or $98,751 at 6%; with 100% employer match about $111,095 at 4% or $74,063 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$1,029,386$44,438$8,888iApproximate average salary by contribution assumption: employee only about $222,190 at 4% or $148,127 at 6%; with 50% employer match about $148,127 at 4% or $98,751 at 6%; with 100% employer match about $111,095 at 4% or $74,063 at 6%.
202015$867,432$43,305$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$867,432$43,305$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
201915$722,667$41,855$8,371iApproximate average salary by contribution assumption: employee only about $209,275 at 4% or $139,517 at 6%; with 50% employer match about $139,517 at 4% or $93,011 at 6%; with 100% employer match about $104,638 at 4% or $69,758 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$722,667$41,855$8,371iApproximate average salary by contribution assumption: employee only about $209,275 at 4% or $139,517 at 6%; with 50% employer match about $139,517 at 4% or $93,011 at 6%; with 100% employer match about $104,638 at 4% or $69,758 at 6%.
201816$601,631$42,321$7,054iApproximate average salary by contribution assumption: employee only about $176,338 at 4% or $117,558 at 6%; with 50% employer match about $117,558 at 4% or $78,372 at 6%; with 100% employer match about $88,169 at 4% or $58,779 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-6$601,631$42,321$7,054iApproximate average salary by contribution assumption: employee only about $176,338 at 4% or $117,558 at 6%; with 50% employer match about $117,558 at 4% or $78,372 at 6%; with 100% employer match about $88,169 at 4% or $58,779 at 6%.
201716$629,065$37,466$6,244iApproximate average salary by contribution assumption: employee only about $156,108 at 4% or $104,072 at 6%; with 50% employer match about $104,072 at 4% or $69,381 at 6%; with 100% employer match about $78,054 at 4% or $52,036 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-6$629,065$37,466$6,244iApproximate average salary by contribution assumption: employee only about $156,108 at 4% or $104,072 at 6%; with 50% employer match about $104,072 at 4% or $69,381 at 6%; with 100% employer match about $78,054 at 4% or $52,036 at 6%.
201615$495,556$48,104$9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$495,556$48,104$9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%.
201515$421,287$27,655$5,531iApproximate average salary by contribution assumption: employee only about $138,275 at 4% or $92,183 at 6%; with 50% employer match about $92,183 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$421,287$27,655$5,531iApproximate average salary by contribution assumption: employee only about $138,275 at 4% or $92,183 at 6%; with 50% employer match about $92,183 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
201425$402,958$27,546$5,509iApproximate average salary by contribution assumption: employee only about $137,730 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-5$402,958$27,546$5,509iApproximate average salary by contribution assumption: employee only about $137,730 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
W. Frank Porter, P.A. Retirement Plan-0$0$0-
2013211$1,428,534$34,606$3,146iApproximate average salary by contribution assumption: employee only about $78,650 at 4% or $52,433 at 6%; with 50% employer match about $52,433 at 4% or $34,956 at 6%; with 100% employer match about $39,325 at 4% or $26,217 at 6%.
W. Frank Porter, P.A. Retirement Plan-11$1,018,713$0-
Porter & Schwartz, P.A. 401(K) Plan-7$409,821$34,606$4,944iApproximate average salary by contribution assumption: employee only about $123,593 at 4% or $82,395 at 6%; with 50% employer match about $82,395 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,198 at 6%.
2012211$1,342,318$120,208$10,928iApproximate average salary by contribution assumption: employee only about $273,200 at 4% or $182,133 at 6%; with 50% employer match about $182,133 at 4% or $121,422 at 6%; with 100% employer match about $136,600 at 4% or $91,067 at 6%.
W. Frank Porter, P.A. Retirement Plan-11$1,029,182$64,215$5,838iApproximate average salary by contribution assumption: employee only about $145,943 at 4% or $97,295 at 6%; with 50% employer match about $97,295 at 4% or $64,864 at 6%; with 100% employer match about $72,972 at 4% or $48,648 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-8$313,136$55,993$6,999iApproximate average salary by contribution assumption: employee only about $174,978 at 4% or $116,652 at 6%; with 50% employer match about $116,652 at 4% or $77,768 at 6%; with 100% employer match about $87,489 at 4% or $58,326 at 6%.
2011211$1,259,180$261,783$23,798iApproximate average salary by contribution assumption: employee only about $594,961 at 4% or $396,641 at 6%; with 50% employer match about $396,641 at 4% or $264,427 at 6%; with 100% employer match about $297,481 at 4% or $198,320 at 6%.
W. Frank Porter, P.A. Retirement Plan-11$902,820$172,809$15,710iApproximate average salary by contribution assumption: employee only about $392,748 at 4% or $261,832 at 6%; with 50% employer match about $261,832 at 4% or $174,555 at 6%; with 100% employer match about $196,374 at 4% or $130,916 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-8$356,360$88,974$11,122iApproximate average salary by contribution assumption: employee only about $278,044 at 4% or $185,363 at 6%; with 50% employer match about $185,363 at 4% or $123,575 at 6%; with 100% employer match about $139,022 at 4% or $92,681 at 6%.
2010211$1,034,549$237,316$21,574iApproximate average salary by contribution assumption: employee only about $539,355 at 4% or $359,570 at 6%; with 50% employer match about $359,570 at 4% or $239,713 at 6%; with 100% employer match about $269,677 at 4% or $179,785 at 6%.
W. Frank Porter, P.A. Retirement Plan-11$745,049$173,082$15,735iApproximate average salary by contribution assumption: employee only about $393,368 at 4% or $262,245 at 6%; with 50% employer match about $262,245 at 4% or $174,830 at 6%; with 100% employer match about $196,684 at 4% or $131,123 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-8$289,500$64,234$8,029iApproximate average salary by contribution assumption: employee only about $200,731 at 4% or $133,821 at 6%; with 50% employer match about $133,821 at 4% or $89,214 at 6%; with 100% employer match about $100,366 at 4% or $66,910 at 6%.
2009210$714,559$193,309$19,331iApproximate average salary by contribution assumption: employee only about $483,273 at 4% or $322,182 at 6%; with 50% employer match about $322,182 at 4% or $214,788 at 6%; with 100% employer match about $241,636 at 4% or $161,091 at 6%.
W. Frank Porter, P.A. Retirement Plan-10$510,722$149,650$14,965iApproximate average salary by contribution assumption: employee only about $374,125 at 4% or $249,417 at 6%; with 50% employer match about $249,417 at 4% or $166,278 at 6%; with 100% employer match about $187,063 at 4% or $124,708 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-8$203,837$43,659$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,638 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
200817$149,584$65,283$9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-7$149,584$65,283$9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%.
200725$0$0-
W. Frank Porter, P.A. Retirement Plan-5---
Porter & Schwartz, P.A. 401(K) Plan-5---
200628$145,350$145,350$18,169iApproximate average salary by contribution assumption: employee only about $454,219 at 4% or $302,813 at 6%; with 50% employer match about $302,813 at 4% or $201,875 at 6%; with 100% employer match about $227,109 at 4% or $151,406 at 6%.
W. Frank Porter, P.A. Retirement Plan-8$145,350$145,350$18,169iApproximate average salary by contribution assumption: employee only about $454,219 at 4% or $302,813 at 6%; with 50% employer match about $302,813 at 4% or $201,875 at 6%; with 100% employer match about $227,109 at 4% or $151,406 at 6%.
Porter & Schwartz, P.A. 401(K) Plan-7---
200010$0$0-
W. Frank Porter, P.A. Retirement Plan-0---
1999110$148,956$20,895$2,090iApproximate average salary by contribution assumption: employee only about $52,238 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,217 at 6%; with 100% employer match about $26,119 at 4% or $17,413 at 6%.
W. Frank Porter, P.A. Retirement Plan-10$148,956$20,895$2,090iApproximate average salary by contribution assumption: employee only about $52,238 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,217 at 6%; with 100% employer match about $26,119 at 4% or $17,413 at 6%.