Custom House Hotel, L.P.
Plan context: Portola Hotel & Spa at Monterey Bay 401(K) Plan
EIN 86-0316128 • Monterey, CA • 49 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
337
2024 Assets
$7,907,840
2024 Contributions
$782,093
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 | 2 | 337 | $7,907,840 | $782,093 | $2,321iApproximate average salary by contribution assumption: employee only about $58,019 at 4% or $38,679 at 6%; with 50% employer match about $38,679 at 4% or $25,786 at 6%; with 100% employer match about $29,009 at 4% or $19,340 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 337 | $7,907,840 | $782,093 | $2,321iApproximate average salary by contribution assumption: employee only about $58,019 at 4% or $38,679 at 6%; with 50% employer match about $38,679 at 4% or $25,786 at 6%; with 100% employer match about $29,009 at 4% or $19,340 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 218 | - | - | - |
| 2023 | 2 | 318 | $6,955,544 | $633,567 | $1,992iApproximate average salary by contribution assumption: employee only about $49,809 at 4% or $33,206 at 6%; with 50% employer match about $33,206 at 4% or $22,137 at 6%; with 100% employer match about $24,904 at 4% or $16,603 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 318 | $6,955,544 | $633,567 | $1,992iApproximate average salary by contribution assumption: employee only about $49,809 at 4% or $33,206 at 6%; with 50% employer match about $33,206 at 4% or $22,137 at 6%; with 100% employer match about $24,904 at 4% or $16,603 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 215 | - | - | - |
| 2022 | 2 | 289 | $5,541,840 | $491,677 | $1,701iApproximate average salary by contribution assumption: employee only about $42,533 at 4% or $28,355 at 6%; with 50% employer match about $28,355 at 4% or $18,903 at 6%; with 100% employer match about $21,266 at 4% or $14,178 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 289 | $5,541,840 | $491,677 | $1,701iApproximate average salary by contribution assumption: employee only about $42,533 at 4% or $28,355 at 6%; with 50% employer match about $28,355 at 4% or $18,903 at 6%; with 100% employer match about $21,266 at 4% or $14,178 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 203 | - | - | - |
| 2021 | 2 | 204 | $6,852,308 | $318,691 | $1,562iApproximate average salary by contribution assumption: employee only about $39,055 at 4% or $26,037 at 6%; with 50% employer match about $26,037 at 4% or $17,358 at 6%; with 100% employer match about $19,528 at 4% or $13,018 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 204 | $6,852,308 | $318,691 | $1,562iApproximate average salary by contribution assumption: employee only about $39,055 at 4% or $26,037 at 6%; with 50% employer match about $26,037 at 4% or $17,358 at 6%; with 100% employer match about $19,528 at 4% or $13,018 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 65 | - | - | - |
| 2020 | 2 | 341 | $6,274,866 | $239,119 | $701iApproximate average salary by contribution assumption: employee only about $17,531 at 4% or $11,687 at 6%; with 50% employer match about $11,687 at 4% or $7,791 at 6%; with 100% employer match about $8,765 at 4% or $5,844 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 341 | $6,274,866 | $239,119 | $701iApproximate average salary by contribution assumption: employee only about $17,531 at 4% or $11,687 at 6%; with 50% employer match about $11,687 at 4% or $7,791 at 6%; with 100% employer match about $8,765 at 4% or $5,844 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 30 | - | - | - |
| 2019 | 2 | 357 | $5,744,385 | $634,427 | $1,777iApproximate average salary by contribution assumption: employee only about $44,428 at 4% or $29,618 at 6%; with 50% employer match about $29,618 at 4% or $19,746 at 6%; with 100% employer match about $22,214 at 4% or $14,809 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 357 | $5,744,385 | $634,427 | $1,777iApproximate average salary by contribution assumption: employee only about $44,428 at 4% or $29,618 at 6%; with 50% employer match about $29,618 at 4% or $19,746 at 6%; with 100% employer match about $22,214 at 4% or $14,809 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 270 | - | - | - |
| 2018 | 2 | 369 | $4,418,670 | $505,546 | $1,370iApproximate average salary by contribution assumption: employee only about $34,251 at 4% or $22,834 at 6%; with 50% employer match about $22,834 at 4% or $15,223 at 6%; with 100% employer match about $17,126 at 4% or $11,417 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 369 | $4,418,670 | $505,546 | $1,370iApproximate average salary by contribution assumption: employee only about $34,251 at 4% or $22,834 at 6%; with 50% employer match about $22,834 at 4% or $15,223 at 6%; with 100% employer match about $17,126 at 4% or $11,417 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 255 | - | - | - |
| 2017 | 2 | 353 | $5,195,055 | $458,778 | $1,300iApproximate average salary by contribution assumption: employee only about $32,491 at 4% or $21,661 at 6%; with 50% employer match about $21,661 at 4% or $14,441 at 6%; with 100% employer match about $16,246 at 4% or $10,830 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 353 | $5,195,055 | $458,778 | $1,300iApproximate average salary by contribution assumption: employee only about $32,491 at 4% or $21,661 at 6%; with 50% employer match about $21,661 at 4% or $14,441 at 6%; with 100% employer match about $16,246 at 4% or $10,830 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 238 | - | - | - |
| 2016 | 2 | 331 | $4,308,249 | $382,423 | $1,155iApproximate average salary by contribution assumption: employee only about $28,884 at 4% or $19,256 at 6%; with 50% employer match about $19,256 at 4% or $12,837 at 6%; with 100% employer match about $14,442 at 4% or $9,628 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 331 | $4,308,249 | $382,423 | $1,155iApproximate average salary by contribution assumption: employee only about $28,884 at 4% or $19,256 at 6%; with 50% employer match about $19,256 at 4% or $12,837 at 6%; with 100% employer match about $14,442 at 4% or $9,628 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 118 | - | - | - |
| 2015 | 2 | 338 | $4,020,222 | $353,603 | $1,046iApproximate average salary by contribution assumption: employee only about $26,154 at 4% or $17,436 at 6%; with 50% employer match about $17,436 at 4% or $11,624 at 6%; with 100% employer match about $13,077 at 4% or $8,718 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 338 | $4,020,222 | $353,603 | $1,046iApproximate average salary by contribution assumption: employee only about $26,154 at 4% or $17,436 at 6%; with 50% employer match about $17,436 at 4% or $11,624 at 6%; with 100% employer match about $13,077 at 4% or $8,718 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 132 | - | - | - |
| 2014 | 2 | 327 | $4,046,775 | $287,096 | $878iApproximate average salary by contribution assumption: employee only about $21,949 at 4% or $14,633 at 6%; with 50% employer match about $14,633 at 4% or $9,755 at 6%; with 100% employer match about $10,975 at 4% or $7,316 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 327 | $4,046,775 | $287,096 | $878iApproximate average salary by contribution assumption: employee only about $21,949 at 4% or $14,633 at 6%; with 50% employer match about $14,633 at 4% or $9,755 at 6%; with 100% employer match about $10,975 at 4% or $7,316 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 116 | - | - | - |
| 2013 | 2 | 343 | $3,954,222 | $193,258 | $563iApproximate average salary by contribution assumption: employee only about $14,086 at 4% or $9,391 at 6%; with 50% employer match about $9,391 at 4% or $6,260 at 6%; with 100% employer match about $7,043 at 4% or $4,695 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 343 | $3,954,222 | $193,258 | $563iApproximate average salary by contribution assumption: employee only about $14,086 at 4% or $9,391 at 6%; with 50% employer match about $9,391 at 4% or $6,260 at 6%; with 100% employer match about $7,043 at 4% or $4,695 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 109 | - | - | - |
| 2012 | 2 | 426 | $3,621,045 | $148,981 | $350iApproximate average salary by contribution assumption: employee only about $8,743 at 4% or $5,829 at 6%; with 50% employer match about $5,829 at 4% or $3,886 at 6%; with 100% employer match about $4,372 at 4% or $2,914 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 426 | $3,621,045 | $148,981 | $350iApproximate average salary by contribution assumption: employee only about $8,743 at 4% or $5,829 at 6%; with 50% employer match about $5,829 at 4% or $3,886 at 6%; with 100% employer match about $4,372 at 4% or $2,914 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 105 | - | - | - |
| 2011 | 2 | 427 | $3,495,149 | $159,465 | $373iApproximate average salary by contribution assumption: employee only about $9,336 at 4% or $6,224 at 6%; with 50% employer match about $6,224 at 4% or $4,149 at 6%; with 100% employer match about $4,668 at 4% or $3,112 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 427 | $3,495,149 | $159,465 | $373iApproximate average salary by contribution assumption: employee only about $9,336 at 4% or $6,224 at 6%; with 50% employer match about $6,224 at 4% or $4,149 at 6%; with 100% employer match about $4,668 at 4% or $3,112 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 298 | - | - | - |
| 2010 | 1 | 335 | $0 | $0 | - |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 335 | - | - | - |
| 2009 | 2 | 428 | $3,774,537 | $354,385 | $828iApproximate average salary by contribution assumption: employee only about $20,700 at 4% or $13,800 at 6%; with 50% employer match about $13,800 at 4% or $9,200 at 6%; with 100% employer match about $10,350 at 4% or $6,900 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 323 | $3,774,537 | $354,385 | $1,097iApproximate average salary by contribution assumption: employee only about $27,429 at 4% or $18,286 at 6%; with 50% employer match about $18,286 at 4% or $12,191 at 6%; with 100% employer match about $13,715 at 4% or $9,143 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 428 | - | - | - |
| 2008 | 2 | 456 | $3,801,534 | $481,727 | $1,056iApproximate average salary by contribution assumption: employee only about $26,410 at 4% or $17,607 at 6%; with 50% employer match about $17,607 at 4% or $11,738 at 6%; with 100% employer match about $13,205 at 4% or $8,803 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 322 | $3,801,534 | $481,727 | $1,496iApproximate average salary by contribution assumption: employee only about $37,401 at 4% or $24,934 at 6%; with 50% employer match about $24,934 at 4% or $16,623 at 6%; with 100% employer match about $18,701 at 4% or $12,467 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 456 | - | - | - |
| 2007 | 2 | 456 | $5,290,326 | $472,017 | $1,035iApproximate average salary by contribution assumption: employee only about $25,878 at 4% or $17,252 at 6%; with 50% employer match about $17,252 at 4% or $11,501 at 6%; with 100% employer match about $12,939 at 4% or $8,626 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 270 | $5,290,326 | $472,017 | $1,748iApproximate average salary by contribution assumption: employee only about $43,705 at 4% or $29,137 at 6%; with 50% employer match about $29,137 at 4% or $19,425 at 6%; with 100% employer match about $21,853 at 4% or $14,568 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 456 | - | - | - |
| 2006 | 2 | 368 | $4,736,124 | $452,392 | $1,229iApproximate average salary by contribution assumption: employee only about $30,733 at 4% or $20,489 at 6%; with 50% employer match about $20,489 at 4% or $13,659 at 6%; with 100% employer match about $15,367 at 4% or $10,244 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 297 | $4,736,124 | $452,392 | $1,523iApproximate average salary by contribution assumption: employee only about $38,080 at 4% or $25,387 at 6%; with 50% employer match about $25,387 at 4% or $16,925 at 6%; with 100% employer match about $19,040 at 4% or $12,693 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 368 | - | - | - |
| 2005 | 2 | 355 | $4,239,803 | $471,767 | $1,329iApproximate average salary by contribution assumption: employee only about $33,223 at 4% or $22,149 at 6%; with 50% employer match about $22,149 at 4% or $14,766 at 6%; with 100% employer match about $16,612 at 4% or $11,074 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 153 | $4,239,803 | $471,767 | $3,083iApproximate average salary by contribution assumption: employee only about $77,086 at 4% or $51,391 at 6%; with 50% employer match about $51,391 at 4% or $34,260 at 6%; with 100% employer match about $38,543 at 4% or $25,695 at 6%. |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 355 | - | - | - |
| 2004 | 2 | 172 | $0 | $0 | - |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 172 | - | - | - |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 151 | - | - | - |
| 2003 | 1 | 146 | $3,738,903 | $475,058 | $3,254iApproximate average salary by contribution assumption: employee only about $81,346 at 4% or $54,230 at 6%; with 50% employer match about $54,230 at 4% or $36,154 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 146 | $3,738,903 | $475,058 | $3,254iApproximate average salary by contribution assumption: employee only about $81,346 at 4% or $54,230 at 6%; with 50% employer match about $54,230 at 4% or $36,154 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%. |
| 2002 | 1 | 174 | $3,018,142 | $463,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,604 at 4% or $44,402 at 6%; with 50% employer match about $44,402 at 4% or $29,602 at 6%; with 100% employer match about $33,302 at 4% or $22,201 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 174 | $3,018,142 | $463,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,604 at 4% or $44,402 at 6%; with 50% employer match about $44,402 at 4% or $29,602 at 6%; with 100% employer match about $33,302 at 4% or $22,201 at 6%. |
| 2001 | 3 | 226 | $3,109,421 | $482,862 | $2,137iApproximate average salary by contribution assumption: employee only about $53,414 at 4% or $35,609 at 6%; with 50% employer match about $35,609 at 4% or $23,740 at 6%; with 100% employer match about $26,707 at 4% or $17,805 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 181 | $3,109,421 | $482,862 | $2,668iApproximate average salary by contribution assumption: employee only about $66,694 at 4% or $44,462 at 6%; with 50% employer match about $44,462 at 4% or $29,642 at 6%; with 100% employer match about $33,347 at 4% or $22,231 at 6%. |
| CUSTOM HOUSE HOTEL EMPLOYEES BENEFIT PLAN | - | 189 | - | - | - |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 226 | - | - | - |
| 2000 | 3 | 379 | $3,091,806 | $435,552 | $1,149iApproximate average salary by contribution assumption: employee only about $28,730 at 4% or $19,154 at 6%; with 50% employer match about $19,154 at 4% or $12,769 at 6%; with 100% employer match about $14,365 at 4% or $9,577 at 6%. |
| Portola Hotel & Spa at Monterey Bay 401(K) Plan | - | 243 | $3,091,806 | $435,552 | $1,792iApproximate average salary by contribution assumption: employee only about $44,810 at 4% or $29,873 at 6%; with 50% employer match about $29,873 at 4% or $19,916 at 6%; with 100% employer match about $22,405 at 4% or $14,937 at 6%. |
| CUSTOM HOUSE HOTEL EMPLOYEES BENEFIT PLAN | - | 379 | - | - | - |
| Portola Hotel & Spa - Monterey Bay Employee Benefit Plan | - | 229 | - | - | - |