Portfolio Technology Advisors Inc.
Plan context: Portfolio Technology Advisors Inc. 401(K) Plan
EIN 82-3144575 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$164,229
2024 Contributions
$160,964
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 | 1 | $164,229 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $164,229 | - | - |
| 2023 | 1 | 1 | $157,044 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $157,044 | - | - |
| 2022 | 1 | 1 | $152,688 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $152,688 | - | - |
| 2021 | 1 | 1 | $239,869 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $239,869 | - | - |
| 2020 | 1 | 1 | $109,049 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $109,049 | - | - |
| 2019 | 1 | 1 | $147,489 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $147,489 | - | - |
| 2018 | 1 | 1 | $122,366 | $0 | - |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $122,366 | - | - |
| 2017 | 1 | 1 | $129,109 | $160,964 | $160,964iApproximate average salary by contribution assumption: employee only about $4,024,100 at 4% or $2,682,733 at 6%; with 50% employer match about $2,682,733 at 4% or $1,788,489 at 6%; with 100% employer match about $2,012,050 at 4% or $1,341,367 at 6%. |
| Portfolio Technology Advisors Inc. 401(K) Plan | - | 1 | $129,109 | $160,964 | $160,964iApproximate average salary by contribution assumption: employee only about $4,024,100 at 4% or $2,682,733 at 6%; with 50% employer match about $2,682,733 at 4% or $1,788,489 at 6%; with 100% employer match about $2,012,050 at 4% or $1,341,367 at 6%. |