Civic Intelligence

PORTMAN HOLDINGS, L.P.

Plan context: Portman 401 K Plan

EIN 58-2198965 • 53 filings • 7 plans

Current Snapshot

Latest Year

2017

2017 Participants

145

2017 Assets

$19,177,677

2017 Contributions

$1,427,235

Historical Graphs

Total Assets Over Time

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

$19,177,677$9,588,839$0199920072014YearValue
$19,177,677Latest year 2014

Participants Over Time

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

167840199920082017YearValue
145Latest year 2017

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
20172145$0$0-
Portman Flexible Benefits Plan-60---
Portman Group Insurance Plan-145---
20162142$0$0-
Portman Group Insurance Plan-142---
Portman Flexible Benefits Plan-50---
20152136$0$0-
Portman Flexible Benefits Plan-53---
Portman Group Insurance Plan-136---
20143146$19,177,677$1,427,235$9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,926 at 6%; with 50% employer match about $162,926 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%.
Portman 401 K Plan-146$19,177,677$1,427,235$9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,926 at 6%; with 50% employer match about $162,926 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%.
Portman Flexible Benefits Plan-83---
Portman Group Insurance Plan-128---
20133146$18,408,841$1,147,270$7,858iApproximate average salary by contribution assumption: employee only about $196,450 at 4% or $130,967 at 6%; with 50% employer match about $130,967 at 4% or $87,311 at 6%; with 100% employer match about $98,225 at 4% or $65,483 at 6%.
Portman 401 K Plan-146$18,408,841$1,147,270$7,858iApproximate average salary by contribution assumption: employee only about $196,450 at 4% or $130,967 at 6%; with 50% employer match about $130,967 at 4% or $87,311 at 6%; with 100% employer match about $98,225 at 4% or $65,483 at 6%.
Portman Flexible Benefits Plan-121---
Portman Group Insurance Plan-121---
20123167$15,932,772$1,467,623$8,788iApproximate average salary by contribution assumption: employee only about $219,704 at 4% or $146,469 at 6%; with 50% employer match about $146,469 at 4% or $97,646 at 6%; with 100% employer match about $109,852 at 4% or $73,235 at 6%.
Portman 401 K Plan-167$15,932,772$1,467,623$8,788iApproximate average salary by contribution assumption: employee only about $219,704 at 4% or $146,469 at 6%; with 50% employer match about $146,469 at 4% or $97,646 at 6%; with 100% employer match about $109,852 at 4% or $73,235 at 6%.
Portman Flexible Benefits Plan-138---
Portman Group Insurance Plan-138---
20113130$14,357,713$1,230,432$9,465iApproximate average salary by contribution assumption: employee only about $236,622 at 4% or $157,748 at 6%; with 50% employer match about $157,748 at 4% or $105,165 at 6%; with 100% employer match about $118,311 at 4% or $78,874 at 6%.
Portman 401 K Plan-130$14,357,713$1,230,432$9,465iApproximate average salary by contribution assumption: employee only about $236,622 at 4% or $157,748 at 6%; with 50% employer match about $157,748 at 4% or $105,165 at 6%; with 100% employer match about $118,311 at 4% or $78,874 at 6%.
Portman Flexible Benefits Plan-119---
Portman Group Insurance Plan-119---
20103127$14,157,060$1,075,771$8,471iApproximate average salary by contribution assumption: employee only about $211,766 at 4% or $141,177 at 6%; with 50% employer match about $141,177 at 4% or $94,118 at 6%; with 100% employer match about $105,883 at 4% or $70,589 at 6%.
Portman 401 K Plan-127$14,157,060$1,075,771$8,471iApproximate average salary by contribution assumption: employee only about $211,766 at 4% or $141,177 at 6%; with 50% employer match about $141,177 at 4% or $94,118 at 6%; with 100% employer match about $105,883 at 4% or $70,589 at 6%.
Portman Flexible Benefits Plan-119---
Portman Group Insurance Plan-119---
20093134$14,134,260$1,418,567$10,586iApproximate average salary by contribution assumption: employee only about $264,658 at 4% or $176,439 at 6%; with 50% employer match about $176,439 at 4% or $117,626 at 6%; with 100% employer match about $132,329 at 4% or $88,219 at 6%.
Portman 401 K Plan-134$14,134,260$1,418,567$10,586iApproximate average salary by contribution assumption: employee only about $264,658 at 4% or $176,439 at 6%; with 50% employer match about $176,439 at 4% or $117,626 at 6%; with 100% employer match about $132,329 at 4% or $88,219 at 6%.
Portman Group Insurance Plan-134---
Portman Flexible Benefits Plan-134---
20083154$12,253,548$1,555,621$10,101iApproximate average salary by contribution assumption: employee only about $252,536 at 4% or $168,357 at 6%; with 50% employer match about $168,357 at 4% or $112,238 at 6%; with 100% employer match about $126,268 at 4% or $84,179 at 6%.
Portman 401 K Plan-152$12,253,548$1,555,621$10,234iApproximate average salary by contribution assumption: employee only about $255,859 at 4% or $170,572 at 6%; with 50% employer match about $170,572 at 4% or $113,715 at 6%; with 100% employer match about $127,929 at 4% or $85,286 at 6%.
Portman Flexible Benefits Plan-154---
Portman Group Insurance Plan-154---
20073145$14,850,634$2,878,427$19,851iApproximate average salary by contribution assumption: employee only about $496,281 at 4% or $330,854 at 6%; with 50% employer match about $330,854 at 4% or $220,569 at 6%; with 100% employer match about $248,140 at 4% or $165,427 at 6%.
Portman 401 K Plan-145$14,850,634$1,538,447$10,610iApproximate average salary by contribution assumption: employee only about $265,249 at 4% or $176,833 at 6%; with 50% employer match about $176,833 at 4% or $117,889 at 6%; with 100% employer match about $132,625 at 4% or $88,416 at 6%.
Portman Group Insurance Plan-124-$1,339,980$10,806iApproximate average salary by contribution assumption: employee only about $270,157 at 4% or $180,105 at 6%; with 50% employer match about $180,105 at 4% or $120,070 at 6%; with 100% employer match about $135,079 at 4% or $90,052 at 6%.
Portman Flexible Benefits Plan-124---
20063144$12,942,534$2,535,236$17,606iApproximate average salary by contribution assumption: employee only about $440,145 at 4% or $293,430 at 6%; with 50% employer match about $293,430 at 4% or $195,620 at 6%; with 100% employer match about $220,073 at 4% or $146,715 at 6%.
Portman 401 K Plan-144$12,942,534$1,266,934$8,798iApproximate average salary by contribution assumption: employee only about $219,954 at 4% or $146,636 at 6%; with 50% employer match about $146,636 at 4% or $97,757 at 6%; with 100% employer match about $109,977 at 4% or $73,318 at 6%.
Portman Group Insurance Plan-132-$1,268,302$9,608iApproximate average salary by contribution assumption: employee only about $240,209 at 4% or $160,139 at 6%; with 50% employer match about $160,139 at 4% or $106,759 at 6%; with 100% employer match about $120,104 at 4% or $80,070 at 6%.
Portman Flexible Benefits Plan-132---
20053128$10,712,190$1,921,011$15,008iApproximate average salary by contribution assumption: employee only about $375,197 at 4% or $250,132 at 6%; with 50% employer match about $250,132 at 4% or $166,754 at 6%; with 100% employer match about $187,599 at 4% or $125,066 at 6%.
Portman 401 K Plan-128$10,712,190$989,568$7,731iApproximate average salary by contribution assumption: employee only about $193,275 at 4% or $128,850 at 6%; with 50% employer match about $128,850 at 4% or $85,900 at 6%; with 100% employer match about $96,638 at 4% or $64,425 at 6%.
Portman Flexible Benefits Plan-110---
Portman Group Insurance Plan-110-$931,443$8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%.
20043125$10,590,814$1,854,530$14,836iApproximate average salary by contribution assumption: employee only about $370,906 at 4% or $247,271 at 6%; with 50% employer match about $247,271 at 4% or $164,847 at 6%; with 100% employer match about $185,453 at 4% or $123,635 at 6%.
Portman 401 K Plan-125$10,590,814$1,015,981$8,128iApproximate average salary by contribution assumption: employee only about $203,196 at 4% or $135,464 at 6%; with 50% employer match about $135,464 at 4% or $90,309 at 6%; with 100% employer match about $101,598 at 4% or $67,732 at 6%.
Portman Group Insurance Plan-113-$838,549$7,421iApproximate average salary by contribution assumption: employee only about $185,520 at 4% or $123,680 at 6%; with 50% employer match about $123,680 at 4% or $82,453 at 6%; with 100% employer match about $92,760 at 4% or $61,840 at 6%.
Portman Flexible Benefits Plan-113---
20033124$9,367,319$1,778,186$14,340iApproximate average salary by contribution assumption: employee only about $358,505 at 4% or $239,003 at 6%; with 50% employer match about $239,003 at 4% or $159,336 at 6%; with 100% employer match about $179,253 at 4% or $119,502 at 6%.
Portman 401 K Plan-124$9,367,319$959,202$7,736iApproximate average salary by contribution assumption: employee only about $193,388 at 4% or $128,925 at 6%; with 50% employer match about $128,925 at 4% or $85,950 at 6%; with 100% employer match about $96,694 at 4% or $64,463 at 6%.
Portman Flexible Benefits Plan-0---
Portman Group Insurance Plan-116-$818,984$7,060iApproximate average salary by contribution assumption: employee only about $176,505 at 4% or $117,670 at 6%; with 50% employer match about $117,670 at 4% or $78,447 at 6%; with 100% employer match about $88,253 at 4% or $58,835 at 6%.
20023118$8,057,875$1,724,931$14,618iApproximate average salary by contribution assumption: employee only about $365,451 at 4% or $243,634 at 6%; with 50% employer match about $243,634 at 4% or $162,423 at 6%; with 100% employer match about $182,726 at 4% or $121,817 at 6%.
Portman Group Retirement Plan-100$4,342,528$407,133$4,071iApproximate average salary by contribution assumption: employee only about $101,783 at 4% or $67,856 at 6%; with 50% employer match about $67,856 at 4% or $45,237 at 6%; with 100% employer match about $50,892 at 4% or $33,928 at 6%.
Portman 401 K Plan-113$3,715,347$525,930$4,654iApproximate average salary by contribution assumption: employee only about $116,356 at 4% or $77,571 at 6%; with 50% employer match about $77,571 at 4% or $51,714 at 6%; with 100% employer match about $58,178 at 4% or $38,785 at 6%.
Portman Flexible Benefits Plan-118-$791,868$6,711iApproximate average salary by contribution assumption: employee only about $167,769 at 4% or $111,846 at 6%; with 50% employer match about $111,846 at 4% or $74,564 at 6%; with 100% employer match about $83,884 at 4% or $55,923 at 6%.
20013126$8,612,354$1,518,835$12,054iApproximate average salary by contribution assumption: employee only about $301,356 at 4% or $200,904 at 6%; with 50% employer match about $200,904 at 4% or $133,936 at 6%; with 100% employer match about $150,678 at 4% or $100,452 at 6%.
Portman Group Retirement Plan-98$4,679,320$221,178$2,257iApproximate average salary by contribution assumption: employee only about $56,423 at 4% or $37,615 at 6%; with 50% employer match about $37,615 at 4% or $25,077 at 6%; with 100% employer match about $28,211 at 4% or $18,808 at 6%.
Portman 401 K Plan-126$3,933,034$503,787$3,998iApproximate average salary by contribution assumption: employee only about $99,958 at 4% or $66,638 at 6%; with 50% employer match about $66,638 at 4% or $44,426 at 6%; with 100% employer match about $49,979 at 4% or $33,319 at 6%.
Portman Group Insurance Plan-115-$793,870$6,903iApproximate average salary by contribution assumption: employee only about $172,580 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,702 at 6%; with 100% employer match about $86,290 at 4% or $57,527 at 6%.
20003103$13,605,053$1,373,696$13,337iApproximate average salary by contribution assumption: employee only about $333,421 at 4% or $222,281 at 6%; with 50% employer match about $222,281 at 4% or $148,187 at 6%; with 100% employer match about $166,711 at 4% or $111,140 at 6%.
Portman Group Retirement Plan-103$5,382,383$310,120$3,011iApproximate average salary by contribution assumption: employee only about $75,272 at 4% or $50,181 at 6%; with 50% employer match about $50,181 at 4% or $33,454 at 6%; with 100% employer match about $37,636 at 4% or $25,091 at 6%.
Portman 401 K Plan-84$4,111,335$531,788$6,331iApproximate average salary by contribution assumption: employee only about $158,270 at 4% or $105,513 at 6%; with 50% employer match about $105,513 at 4% or $70,342 at 6%; with 100% employer match about $79,135 at 4% or $52,757 at 6%.
Portman 401 K Plan-84$4,111,335$531,788$6,331iApproximate average salary by contribution assumption: employee only about $158,270 at 4% or $105,513 at 6%; with 50% employer match about $105,513 at 4% or $70,342 at 6%; with 100% employer match about $79,135 at 4% or $52,757 at 6%.
19992116$10,254,494$711,514$6,134iApproximate average salary by contribution assumption: employee only about $153,344 at 4% or $102,229 at 6%; with 50% employer match about $102,229 at 4% or $68,153 at 6%; with 100% employer match about $76,672 at 4% or $51,115 at 6%.
Portman Group Retirement Plan-109$5,921,498$253,136$2,322iApproximate average salary by contribution assumption: employee only about $58,059 at 4% or $38,706 at 6%; with 50% employer match about $38,706 at 4% or $25,804 at 6%; with 100% employer match about $29,029 at 4% or $19,353 at 6%.
Portman 401 K Plan-116$4,332,996$458,378$3,952iApproximate average salary by contribution assumption: employee only about $98,788 at 4% or $65,859 at 6%; with 50% employer match about $65,859 at 4% or $43,906 at 6%; with 100% employer match about $49,394 at 4% or $32,929 at 6%.