Civic Intelligence

Personal Portfolio Management Inc.

Plan context: Personal Portfolio Management 401(K) Plan

EIN 59-2492492 • Stuart, FL • 18 filings • 4 plans

6820 SE Harbor CircleStuart, FL 34996
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,336,475

2023 Contributions

$45,321

Historical Graphs

Total Assets Over Time

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

$1,445,333$722,667$0200420172022YearValue
$1,336,475Latest year 2022

Participants Over Time

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

210200420172022YearValue
2Latest year 2022

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
202310$0$45,321-
Personal Portfolio Management 401(K) Plan-0$0$45,321-
202212$1,336,475$44,200$22,100iApproximate average salary by contribution assumption: employee only about $552,500 at 4% or $368,333 at 6%; with 50% employer match about $368,333 at 4% or $245,556 at 6%; with 100% employer match about $276,250 at 4% or $184,167 at 6%.
Personal Portfolio Management 401(K) Plan-2$1,336,475$44,200$22,100iApproximate average salary by contribution assumption: employee only about $552,500 at 4% or $368,333 at 6%; with 50% employer match about $368,333 at 4% or $245,556 at 6%; with 100% employer match about $276,250 at 4% or $184,167 at 6%.
202112$1,445,333$44,755$22,378iApproximate average salary by contribution assumption: employee only about $559,438 at 4% or $372,958 at 6%; with 50% employer match about $372,958 at 4% or $248,639 at 6%; with 100% employer match about $279,719 at 4% or $186,479 at 6%.
Personal Portfolio Management 401(K) Plan-2$1,445,333$44,755$22,378iApproximate average salary by contribution assumption: employee only about $559,438 at 4% or $372,958 at 6%; with 50% employer match about $372,958 at 4% or $248,639 at 6%; with 100% employer match about $279,719 at 4% or $186,479 at 6%.
202012$1,230,158$65,995$32,998iApproximate average salary by contribution assumption: employee only about $824,938 at 4% or $549,958 at 6%; with 50% employer match about $549,958 at 4% or $366,639 at 6%; with 100% employer match about $412,469 at 4% or $274,979 at 6%.
Personal Portfolio Management 401(K) Plan-2$1,230,158$65,995$32,998iApproximate average salary by contribution assumption: employee only about $824,938 at 4% or $549,958 at 6%; with 50% employer match about $549,958 at 4% or $366,639 at 6%; with 100% employer match about $412,469 at 4% or $274,979 at 6%.
201912$1,112,535$77,270$38,635iApproximate average salary by contribution assumption: employee only about $965,875 at 4% or $643,917 at 6%; with 50% employer match about $643,917 at 4% or $429,278 at 6%; with 100% employer match about $482,938 at 4% or $321,958 at 6%.
Personal Portfolio Management 401(K) Plan-2$1,112,535$77,270$38,635iApproximate average salary by contribution assumption: employee only about $965,875 at 4% or $643,917 at 6%; with 50% employer match about $643,917 at 4% or $429,278 at 6%; with 100% employer match about $482,938 at 4% or $321,958 at 6%.
201812$880,168$74,868$37,434iApproximate average salary by contribution assumption: employee only about $935,850 at 4% or $623,900 at 6%; with 50% employer match about $623,900 at 4% or $415,933 at 6%; with 100% employer match about $467,925 at 4% or $311,950 at 6%.
Personal Portfolio Management 401(K) Plan-2$880,168$74,868$37,434iApproximate average salary by contribution assumption: employee only about $935,850 at 4% or $623,900 at 6%; with 50% employer match about $623,900 at 4% or $415,933 at 6%; with 100% employer match about $467,925 at 4% or $311,950 at 6%.
201712$838,440$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Personal Portfolio Management 401(K) Plan-2$838,440$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201612$689,302$37,344$18,672iApproximate average salary by contribution assumption: employee only about $466,800 at 4% or $311,200 at 6%; with 50% employer match about $311,200 at 4% or $207,467 at 6%; with 100% employer match about $233,400 at 4% or $155,600 at 6%.
Personal Portfolio Management 401(K) Plan-2$689,302$37,344$18,672iApproximate average salary by contribution assumption: employee only about $466,800 at 4% or $311,200 at 6%; with 50% employer match about $311,200 at 4% or $207,467 at 6%; with 100% employer match about $233,400 at 4% or $155,600 at 6%.
200821$738,776$229,960$229,960iApproximate average salary by contribution assumption: employee only about $5,749,000 at 4% or $3,832,667 at 6%; with 50% employer match about $3,832,667 at 4% or $2,555,111 at 6%; with 100% employer match about $2,874,500 at 4% or $1,916,333 at 6%.
PERSONAL PORTFOLIO MANAGEMENT DEFINED BENEFIT PLAN-1$619,348$209,460$209,460iApproximate average salary by contribution assumption: employee only about $5,236,500 at 4% or $3,491,000 at 6%; with 50% employer match about $3,491,000 at 4% or $2,327,333 at 6%; with 100% employer match about $2,618,250 at 4% or $1,745,500 at 6%.
Personal Portfolio Management 401(K) Plan-1$119,428$20,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200721$159,019$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Personal Portfolio Management 401(K) Plan-1$159,019$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
PERSONAL PORTFOLIO MANAGEMENT DEFINED BENEFIT PLAN-1---
200621$701,522$185,686$185,686iApproximate average salary by contribution assumption: employee only about $4,642,150 at 4% or $3,094,767 at 6%; with 50% employer match about $3,094,767 at 4% or $2,063,178 at 6%; with 100% employer match about $2,321,075 at 4% or $1,547,383 at 6%.
PERSONAL PORTFOLIO MANAGEMENT DEFINED BENEFIT PLAN-1$582,596$152,486$152,486iApproximate average salary by contribution assumption: employee only about $3,812,150 at 4% or $2,541,433 at 6%; with 50% employer match about $2,541,433 at 4% or $1,694,289 at 6%; with 100% employer match about $1,906,075 at 4% or $1,270,717 at 6%.
Personal Portfolio Management 401(K) Plan-1$118,926$33,200$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
200521$467,662$134,115$134,115iApproximate average salary by contribution assumption: employee only about $3,352,875 at 4% or $2,235,250 at 6%; with 50% employer match about $2,235,250 at 4% or $1,490,167 at 6%; with 100% employer match about $1,676,438 at 4% or $1,117,625 at 6%.
PERSONAL PORTFOLIO MANAGEMENT DEFINED BENEFIT PLAN-1$389,124$116,115$116,115iApproximate average salary by contribution assumption: employee only about $2,902,875 at 4% or $1,935,250 at 6%; with 50% employer match about $1,935,250 at 4% or $1,290,167 at 6%; with 100% employer match about $1,451,438 at 4% or $967,625 at 6%.
Personal Portfolio Management 401(K) Plan-1$78,538$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200421$299,315$125,735$125,735iApproximate average salary by contribution assumption: employee only about $3,143,375 at 4% or $2,095,583 at 6%; with 50% employer match about $2,095,583 at 4% or $1,397,056 at 6%; with 100% employer match about $1,571,688 at 4% or $1,047,792 at 6%.
PERSONAL PORTFOLIO MANAGEMENT DEFINED BENEFIT PLAN-1$240,473$109,735$109,735iApproximate average salary by contribution assumption: employee only about $2,743,375 at 4% or $1,828,917 at 6%; with 50% employer match about $1,828,917 at 4% or $1,219,278 at 6%; with 100% employer match about $1,371,688 at 4% or $914,458 at 6%.
Personal Portfolio Management 401(K) Plan-1$58,842$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.