David Thompson Associates
Plan context: Portola Associates Defined Benefit Pension Plan
EIN 88-0381956 • 2 filings • 1 plans
Current Snapshot
Latest Year
2000
2000 Participants
1
2000 Assets
$735,073
2000 Contributions
$19,700
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 0 | $0 | $0 | - |
| Portola Associates Defined Benefit Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 1 | $735,073 | $19,700 | $19,700iApproximate average salary by contribution assumption: employee only about $492,500 at 4% or $328,333 at 6%; with 50% employer match about $328,333 at 4% or $218,889 at 6%; with 100% employer match about $246,250 at 4% or $164,167 at 6%. |
| Portola Associates Defined Benefit Pension Plan | - | 1 | $735,073 | $19,700 | $19,700iApproximate average salary by contribution assumption: employee only about $492,500 at 4% or $328,333 at 6%; with 50% employer match about $328,333 at 4% or $218,889 at 6%; with 100% employer match about $246,250 at 4% or $164,167 at 6%. |