Portfolio Advisors
Plan context: Portfolio Advisors 401K Profit Sharing Plan
EIN 77-0276384 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$866,108
2002 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Portfolio Advisors 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 3 | $866,108 | $0 | - |
| Portfolio Advisors 401K Profit Sharing Plan | - | 3 | $866,108 | - | - |
| 2000 | 1 | 3 | $850,526 | $0 | - |
| Portfolio Advisors 401K Profit Sharing Plan | - | 3 | $850,526 | - | - |
| 1999 | 1 | 3 | $891,442 | $0 | - |
| Portfolio Advisors 401K Profit Sharing Plan | - | 3 | $891,442 | - | - |