Civic Intelligence

Portfolio Services Limited Inc.

Plan context: Portfolio 401(K) Plan

EIN 80-0065794 • Lake Forest, CA • 16 filings • 3 plans

25541 Commercentre Dr., Suite 100Lake Forest, CA 92630-8897
Current Snapshot

Latest Year

2024

2024 Participants

390

2024 Assets

$25,213,420

2024 Contributions

$2,271,032

Historical Graphs

Total Assets Over Time

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

$25,213,420$12,606,710$0200920172024YearValue
$25,213,420Latest year 2024

Participants Over Time

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

3971990200920172024YearValue
390Latest 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
20241390$25,213,420$2,271,032$5,823iApproximate average salary by contribution assumption: employee only about $145,579 at 4% or $97,053 at 6%; with 50% employer match about $97,053 at 4% or $64,702 at 6%; with 100% employer match about $72,789 at 4% or $48,526 at 6%.
Portfolio 401(K) Plan-390$25,213,420$2,271,032$5,823iApproximate average salary by contribution assumption: employee only about $145,579 at 4% or $97,053 at 6%; with 50% employer match about $97,053 at 4% or $64,702 at 6%; with 100% employer match about $72,789 at 4% or $48,526 at 6%.
20231372$22,713,957$3,790,474$10,189iApproximate average salary by contribution assumption: employee only about $254,736 at 4% or $169,824 at 6%; with 50% employer match about $169,824 at 4% or $113,216 at 6%; with 100% employer match about $127,368 at 4% or $84,912 at 6%.
Portfolio 401(K) Plan-372$22,713,957$3,790,474$10,189iApproximate average salary by contribution assumption: employee only about $254,736 at 4% or $169,824 at 6%; with 50% employer match about $169,824 at 4% or $113,216 at 6%; with 100% employer match about $127,368 at 4% or $84,912 at 6%.
20221397$18,414,062$2,502,493$6,304iApproximate average salary by contribution assumption: employee only about $157,588 at 4% or $105,058 at 6%; with 50% employer match about $105,058 at 4% or $70,039 at 6%; with 100% employer match about $78,794 at 4% or $52,529 at 6%.
Portfolio 401(K) Plan-397$18,414,062$2,502,493$6,304iApproximate average salary by contribution assumption: employee only about $157,588 at 4% or $105,058 at 6%; with 50% employer match about $105,058 at 4% or $70,039 at 6%; with 100% employer match about $78,794 at 4% or $52,529 at 6%.
20211139$11,723,774$1,017,463$7,320iApproximate average salary by contribution assumption: employee only about $182,997 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,498 at 4% or $60,999 at 6%.
Portfolio 401(K) Plan-139$11,723,774$1,017,463$7,320iApproximate average salary by contribution assumption: employee only about $182,997 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,498 at 4% or $60,999 at 6%.
20201128$10,170,301$700,279$5,471iApproximate average salary by contribution assumption: employee only about $136,773 at 4% or $91,182 at 6%; with 50% employer match about $91,182 at 4% or $60,788 at 6%; with 100% employer match about $68,387 at 4% or $45,591 at 6%.
Portfolio 401(K) Plan-128$10,170,301$700,279$5,471iApproximate average salary by contribution assumption: employee only about $136,773 at 4% or $91,182 at 6%; with 50% employer match about $91,182 at 4% or $60,788 at 6%; with 100% employer match about $68,387 at 4% or $45,591 at 6%.
20191142$8,493,112$1,248,888$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,937 at 4% or $73,292 at 6%.
Portfolio 401(K) Plan-142$8,493,112$1,248,888$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,937 at 4% or $73,292 at 6%.
20181117$6,063,769$1,065,312$9,105iApproximate average salary by contribution assumption: employee only about $227,631 at 4% or $151,754 at 6%; with 50% employer match about $151,754 at 4% or $101,169 at 6%; with 100% employer match about $113,815 at 4% or $75,877 at 6%.
Portfolio 401(K) Plan-117$6,063,769$1,065,312$9,105iApproximate average salary by contribution assumption: employee only about $227,631 at 4% or $151,754 at 6%; with 50% employer match about $151,754 at 4% or $101,169 at 6%; with 100% employer match about $113,815 at 4% or $75,877 at 6%.
20171111$5,630,572$943,407$8,499iApproximate average salary by contribution assumption: employee only about $212,479 at 4% or $141,653 at 6%; with 50% employer match about $141,653 at 4% or $94,435 at 6%; with 100% employer match about $106,240 at 4% or $70,826 at 6%.
Portfolio 401(K) Plan-111$5,630,572$943,407$8,499iApproximate average salary by contribution assumption: employee only about $212,479 at 4% or $141,653 at 6%; with 50% employer match about $141,653 at 4% or $94,435 at 6%; with 100% employer match about $106,240 at 4% or $70,826 at 6%.
20161104$5,864,230$906,343$8,715iApproximate average salary by contribution assumption: employee only about $217,871 at 4% or $145,247 at 6%; with 50% employer match about $145,247 at 4% or $96,832 at 6%; with 100% employer match about $108,935 at 4% or $72,624 at 6%.
Portfolio 401(K) Plan-104$5,864,230$906,343$8,715iApproximate average salary by contribution assumption: employee only about $217,871 at 4% or $145,247 at 6%; with 50% employer match about $145,247 at 4% or $96,832 at 6%; with 100% employer match about $108,935 at 4% or $72,624 at 6%.
2015198$4,817,297$995,500$10,158iApproximate average salary by contribution assumption: employee only about $253,954 at 4% or $169,303 at 6%; with 50% employer match about $169,303 at 4% or $112,868 at 6%; with 100% employer match about $126,977 at 4% or $84,651 at 6%.
Portfolio 401(K) Plan-98$4,817,297$995,500$10,158iApproximate average salary by contribution assumption: employee only about $253,954 at 4% or $169,303 at 6%; with 50% employer match about $169,303 at 4% or $112,868 at 6%; with 100% employer match about $126,977 at 4% or $84,651 at 6%.
2014193$4,336,115$757,414$8,144iApproximate average salary by contribution assumption: employee only about $203,606 at 4% or $135,737 at 6%; with 50% employer match about $135,737 at 4% or $90,492 at 6%; with 100% employer match about $101,803 at 4% or $67,869 at 6%.
Portfolio 401(K) Plan-93$4,336,115$757,414$8,144iApproximate average salary by contribution assumption: employee only about $203,606 at 4% or $135,737 at 6%; with 50% employer match about $135,737 at 4% or $90,492 at 6%; with 100% employer match about $101,803 at 4% or $67,869 at 6%.
2013145$2,557,560$333,754$7,417iApproximate average salary by contribution assumption: employee only about $185,419 at 4% or $123,613 at 6%; with 50% employer match about $123,613 at 4% or $82,408 at 6%; with 100% employer match about $92,709 at 4% or $61,806 at 6%.
Portfolio 401(K) Plan-45$2,557,560$333,754$7,417iApproximate average salary by contribution assumption: employee only about $185,419 at 4% or $123,613 at 6%; with 50% employer match about $123,613 at 4% or $82,408 at 6%; with 100% employer match about $92,709 at 4% or $61,806 at 6%.
2012140$1,893,125$242,581$6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,075 at 6%; with 50% employer match about $101,075 at 4% or $67,384 at 6%; with 100% employer match about $75,807 at 4% or $50,538 at 6%.
Portfolio 401(K) Plan-40$1,893,125$242,581$6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,075 at 6%; with 50% employer match about $101,075 at 4% or $67,384 at 6%; with 100% employer match about $75,807 at 4% or $50,538 at 6%.
2011135$1,494,588$145,930$4,169iApproximate average salary by contribution assumption: employee only about $104,236 at 4% or $69,490 at 6%; with 50% employer match about $69,490 at 4% or $46,327 at 6%; with 100% employer match about $52,118 at 4% or $34,745 at 6%.
Portfolio 401(K) Plan-35$1,494,588$145,930$4,169iApproximate average salary by contribution assumption: employee only about $104,236 at 4% or $69,490 at 6%; with 50% employer match about $69,490 at 4% or $46,327 at 6%; with 100% employer match about $52,118 at 4% or $34,745 at 6%.
2010135$1,400,969$149,815$4,280iApproximate average salary by contribution assumption: employee only about $107,011 at 4% or $71,340 at 6%; with 50% employer match about $71,340 at 4% or $47,560 at 6%; with 100% employer match about $53,505 at 4% or $35,670 at 6%.
Portfolio 401(K) Plan-35$1,400,969$149,815$4,280iApproximate average salary by contribution assumption: employee only about $107,011 at 4% or $71,340 at 6%; with 50% employer match about $71,340 at 4% or $47,560 at 6%; with 100% employer match about $53,505 at 4% or $35,670 at 6%.
2009137$1,186,226$141,849$3,834iApproximate average salary by contribution assumption: employee only about $95,844 at 4% or $63,896 at 6%; with 50% employer match about $63,896 at 4% or $42,597 at 6%; with 100% employer match about $47,922 at 4% or $31,948 at 6%.
Portfolio 401(K) Plan-37$1,186,226$141,849$3,834iApproximate average salary by contribution assumption: employee only about $95,844 at 4% or $63,896 at 6%; with 50% employer match about $63,896 at 4% or $42,597 at 6%; with 100% employer match about $47,922 at 4% or $31,948 at 6%.