Civic Intelligence

Porter Associates Inc.

Plan context: Porter Associates Inc. Defined Benefit Pension Plan & Trust

EIN 85-0278401 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$2,643,779

2008 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,643,779$1,321,890$0199920032006YearValue
$2,643,779Latest year 2006

Participants Over Time

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

630199920032007YearValue
2Latest year 2007

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
200810$0$0-
Porter Associates Inc. Defined Benefit Pension Plan & Trust-0---
200712$0$0-
Porter Associates Inc. Defined Benefit Pension Plan & Trust-2---
200613$2,643,779$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-3$2,643,779$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200514$2,145,431$282,085$70,521iApproximate average salary by contribution assumption: employee only about $1,763,031 at 4% or $1,175,354 at 6%; with 50% employer match about $1,175,354 at 4% or $783,569 at 6%; with 100% employer match about $881,516 at 4% or $587,677 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-4$2,145,431$282,085$70,521iApproximate average salary by contribution assumption: employee only about $1,763,031 at 4% or $1,175,354 at 6%; with 50% employer match about $1,175,354 at 4% or $783,569 at 6%; with 100% employer match about $881,516 at 4% or $587,677 at 6%.
200416$2,023,745$276,684$46,114iApproximate average salary by contribution assumption: employee only about $1,152,850 at 4% or $768,567 at 6%; with 50% employer match about $768,567 at 4% or $512,378 at 6%; with 100% employer match about $576,425 at 4% or $384,283 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-6$2,023,745$276,684$46,114iApproximate average salary by contribution assumption: employee only about $1,152,850 at 4% or $768,567 at 6%; with 50% employer match about $768,567 at 4% or $512,378 at 6%; with 100% employer match about $576,425 at 4% or $384,283 at 6%.
200315$1,741,566$307,131$61,426iApproximate average salary by contribution assumption: employee only about $1,535,655 at 4% or $1,023,770 at 6%; with 50% employer match about $1,023,770 at 4% or $682,513 at 6%; with 100% employer match about $767,828 at 4% or $511,885 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-5$1,741,566$307,131$61,426iApproximate average salary by contribution assumption: employee only about $1,535,655 at 4% or $1,023,770 at 6%; with 50% employer match about $1,023,770 at 4% or $682,513 at 6%; with 100% employer match about $767,828 at 4% or $511,885 at 6%.
200213$1,415,919$255,753$85,251iApproximate average salary by contribution assumption: employee only about $2,131,275 at 4% or $1,420,850 at 6%; with 50% employer match about $1,420,850 at 4% or $947,233 at 6%; with 100% employer match about $1,065,638 at 4% or $710,425 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-3$1,415,919$255,753$85,251iApproximate average salary by contribution assumption: employee only about $2,131,275 at 4% or $1,420,850 at 6%; with 50% employer match about $1,420,850 at 4% or $947,233 at 6%; with 100% employer match about $1,065,638 at 4% or $710,425 at 6%.
200114$0$0-
Porter Associates Inc. Defined Benefit Pension Plan & Trust-4---
200013$1,252,917$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-3$1,252,917$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
199914$1,221,890$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Porter Associates Inc. Defined Benefit Pension Plan & Trust-4$1,221,890$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.