Portnoy CPA
Plan context: Portnoy CPA 401(K) Profit Sharing Plan
EIN 59-3148247 • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,997,240
2024 Contributions
$120,986
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,997,240 | $120,986 | $10,082iApproximate average salary by contribution assumption: employee only about $252,054 at 4% or $168,036 at 6%; with 50% employer match about $168,036 at 4% or $112,024 at 6%; with 100% employer match about $126,027 at 4% or $84,018 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 12 | $1,997,240 | $120,986 | $10,082iApproximate average salary by contribution assumption: employee only about $252,054 at 4% or $168,036 at 6%; with 50% employer match about $168,036 at 4% or $112,024 at 6%; with 100% employer match about $126,027 at 4% or $84,018 at 6%. |
| 2022 | 1 | 7 | $1,650,276 | $111,543 | $15,935iApproximate average salary by contribution assumption: employee only about $398,368 at 4% or $265,579 at 6%; with 50% employer match about $265,579 at 4% or $177,052 at 6%; with 100% employer match about $199,184 at 4% or $132,789 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $1,650,276 | $111,543 | $15,935iApproximate average salary by contribution assumption: employee only about $398,368 at 4% or $265,579 at 6%; with 50% employer match about $265,579 at 4% or $177,052 at 6%; with 100% employer match about $199,184 at 4% or $132,789 at 6%. |
| 2021 | 1 | 6 | $1,893,034 | $114,191 | $19,032iApproximate average salary by contribution assumption: employee only about $475,796 at 4% or $317,197 at 6%; with 50% employer match about $317,197 at 4% or $211,465 at 6%; with 100% employer match about $237,898 at 4% or $158,599 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 6 | $1,893,034 | $114,191 | $19,032iApproximate average salary by contribution assumption: employee only about $475,796 at 4% or $317,197 at 6%; with 50% employer match about $317,197 at 4% or $211,465 at 6%; with 100% employer match about $237,898 at 4% or $158,599 at 6%. |
| 2020 | 1 | 8 | $1,552,904 | $93,856 | $11,732iApproximate average salary by contribution assumption: employee only about $293,300 at 4% or $195,533 at 6%; with 50% employer match about $195,533 at 4% or $130,356 at 6%; with 100% employer match about $146,650 at 4% or $97,767 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 8 | $1,552,904 | $93,856 | $11,732iApproximate average salary by contribution assumption: employee only about $293,300 at 4% or $195,533 at 6%; with 50% employer match about $195,533 at 4% or $130,356 at 6%; with 100% employer match about $146,650 at 4% or $97,767 at 6%. |
| 2019 | 1 | 7 | $1,365,680 | $82,635 | $11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $1,365,680 | $82,635 | $11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%. |
| 2018 | 1 | 6 | $1,053,512 | $72,635 | $12,106iApproximate average salary by contribution assumption: employee only about $302,646 at 4% or $201,764 at 6%; with 50% employer match about $201,764 at 4% or $134,509 at 6%; with 100% employer match about $151,323 at 4% or $100,882 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 6 | $1,053,512 | $72,635 | $12,106iApproximate average salary by contribution assumption: employee only about $302,646 at 4% or $201,764 at 6%; with 50% employer match about $201,764 at 4% or $134,509 at 6%; with 100% employer match about $151,323 at 4% or $100,882 at 6%. |
| 2017 | 1 | 8 | $1,111,473 | $76,068 | $9,509iApproximate average salary by contribution assumption: employee only about $237,713 at 4% or $158,475 at 6%; with 50% employer match about $158,475 at 4% or $105,650 at 6%; with 100% employer match about $118,856 at 4% or $79,238 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 8 | $1,111,473 | $76,068 | $9,509iApproximate average salary by contribution assumption: employee only about $237,713 at 4% or $158,475 at 6%; with 50% employer match about $158,475 at 4% or $105,650 at 6%; with 100% employer match about $118,856 at 4% or $79,238 at 6%. |
| 2016 | 1 | 7 | $1,069,527 | $73,232 | $10,462iApproximate average salary by contribution assumption: employee only about $261,543 at 4% or $174,362 at 6%; with 50% employer match about $174,362 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $1,069,527 | $73,232 | $10,462iApproximate average salary by contribution assumption: employee only about $261,543 at 4% or $174,362 at 6%; with 50% employer match about $174,362 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| 2015 | 1 | 7 | $940,644 | $74,823 | $10,689iApproximate average salary by contribution assumption: employee only about $267,225 at 4% or $178,150 at 6%; with 50% employer match about $178,150 at 4% or $118,767 at 6%; with 100% employer match about $133,613 at 4% or $89,075 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $940,644 | $74,823 | $10,689iApproximate average salary by contribution assumption: employee only about $267,225 at 4% or $178,150 at 6%; with 50% employer match about $178,150 at 4% or $118,767 at 6%; with 100% employer match about $133,613 at 4% or $89,075 at 6%. |
| 2014 | 1 | 7 | $892,916 | $78,020 | $11,146iApproximate average salary by contribution assumption: employee only about $278,643 at 4% or $185,762 at 6%; with 50% employer match about $185,762 at 4% or $123,841 at 6%; with 100% employer match about $139,321 at 4% or $92,881 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $892,916 | $78,020 | $11,146iApproximate average salary by contribution assumption: employee only about $278,643 at 4% or $185,762 at 6%; with 50% employer match about $185,762 at 4% or $123,841 at 6%; with 100% employer match about $139,321 at 4% or $92,881 at 6%. |
| 2013 | 1 | 6 | $799,004 | $52,675 | $8,779iApproximate average salary by contribution assumption: employee only about $219,479 at 4% or $146,319 at 6%; with 50% employer match about $146,319 at 4% or $97,546 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 6 | $799,004 | $52,675 | $8,779iApproximate average salary by contribution assumption: employee only about $219,479 at 4% or $146,319 at 6%; with 50% employer match about $146,319 at 4% or $97,546 at 6%; with 100% employer match about $109,740 at 4% or $73,160 at 6%. |
| 2012 | 1 | 7 | $658,499 | $45,802 | $6,543iApproximate average salary by contribution assumption: employee only about $163,579 at 4% or $109,052 at 6%; with 50% employer match about $109,052 at 4% or $72,702 at 6%; with 100% employer match about $81,789 at 4% or $54,526 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $658,499 | $45,802 | $6,543iApproximate average salary by contribution assumption: employee only about $163,579 at 4% or $109,052 at 6%; with 50% employer match about $109,052 at 4% or $72,702 at 6%; with 100% employer match about $81,789 at 4% or $54,526 at 6%. |
| 2011 | 1 | 7 | $546,581 | $53,149 | $7,593iApproximate average salary by contribution assumption: employee only about $189,818 at 4% or $126,545 at 6%; with 50% employer match about $126,545 at 4% or $84,363 at 6%; with 100% employer match about $94,909 at 4% or $63,273 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $546,581 | $53,149 | $7,593iApproximate average salary by contribution assumption: employee only about $189,818 at 4% or $126,545 at 6%; with 50% employer match about $126,545 at 4% or $84,363 at 6%; with 100% employer match about $94,909 at 4% or $63,273 at 6%. |
| 2010 | 1 | 7 | $530,251 | $58,645 | $8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,631 at 6%; with 50% employer match about $139,631 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $530,251 | $58,645 | $8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,631 at 6%; with 50% employer match about $139,631 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| 2009 | 1 | 7 | $425,670 | $48,601 | $6,943iApproximate average salary by contribution assumption: employee only about $173,575 at 4% or $115,717 at 6%; with 50% employer match about $115,717 at 4% or $77,144 at 6%; with 100% employer match about $86,788 at 4% or $57,858 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $425,670 | $48,601 | $6,943iApproximate average salary by contribution assumption: employee only about $173,575 at 4% or $115,717 at 6%; with 50% employer match about $115,717 at 4% or $77,144 at 6%; with 100% employer match about $86,788 at 4% or $57,858 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 7 | $351,362 | $46,162 | $6,595iApproximate average salary by contribution assumption: employee only about $164,864 at 4% or $109,910 at 6%; with 50% employer match about $109,910 at 4% or $73,273 at 6%; with 100% employer match about $82,432 at 4% or $54,955 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | $351,362 | $46,162 | $6,595iApproximate average salary by contribution assumption: employee only about $164,864 at 4% or $109,910 at 6%; with 50% employer match about $109,910 at 4% or $73,273 at 6%; with 100% employer match about $82,432 at 4% or $54,955 at 6%. |
| 2005 | 1 | 8 | $271,113 | $44,781 | $5,598iApproximate average salary by contribution assumption: employee only about $139,941 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,970 at 4% or $46,647 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 8 | $271,113 | $44,781 | $5,598iApproximate average salary by contribution assumption: employee only about $139,941 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,970 at 4% or $46,647 at 6%. |
| 2004 | 1 | 10 | $218,614 | $38,758 | $3,876iApproximate average salary by contribution assumption: employee only about $96,895 at 4% or $64,597 at 6%; with 50% employer match about $64,597 at 4% or $43,064 at 6%; with 100% employer match about $48,448 at 4% or $32,298 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 10 | $218,614 | $38,758 | $3,876iApproximate average salary by contribution assumption: employee only about $96,895 at 4% or $64,597 at 6%; with 50% employer match about $64,597 at 4% or $43,064 at 6%; with 100% employer match about $48,448 at 4% or $32,298 at 6%. |
| 2003 | 1 | 9 | $158,494 | $40,595 | $4,511iApproximate average salary by contribution assumption: employee only about $112,764 at 4% or $75,176 at 6%; with 50% employer match about $75,176 at 4% or $50,117 at 6%; with 100% employer match about $56,382 at 4% or $37,588 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 9 | $158,494 | $40,595 | $4,511iApproximate average salary by contribution assumption: employee only about $112,764 at 4% or $75,176 at 6%; with 50% employer match about $75,176 at 4% or $50,117 at 6%; with 100% employer match about $56,382 at 4% or $37,588 at 6%. |
| 2002 | 1 | 8 | $97,769 | $29,609 | $3,701iApproximate average salary by contribution assumption: employee only about $92,528 at 4% or $61,685 at 6%; with 50% employer match about $61,685 at 4% or $41,124 at 6%; with 100% employer match about $46,264 at 4% or $30,843 at 6%. |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 8 | $97,769 | $29,609 | $3,701iApproximate average salary by contribution assumption: employee only about $92,528 at 4% or $61,685 at 6%; with 50% employer match about $61,685 at 4% or $41,124 at 6%; with 100% employer match about $46,264 at 4% or $30,843 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Portnoy CPA 401(K) Profit Sharing Plan | - | 7 | - | - | - |