Civic Intelligence

Portfolio Properties Inc.

Plan context: Portfolio Properties Inc. 401(K) Plan

EIN 88-0492126 • San Jose, CA • 14 filings • 2 plans

1975 Hamilton Ave., #32San Jose, CA 95125
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$268,584

2014 Contributions

$23,190

Historical Graphs

Total Assets Over Time

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

$268,584$134,292$0200120082014YearValue
$268,584Latest year 2014

Participants Over Time

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

1680200120082014YearValue
6Latest year 2014

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
201416$268,584$23,190$3,865iApproximate average salary by contribution assumption: employee only about $96,625 at 4% or $64,417 at 6%; with 50% employer match about $64,417 at 4% or $42,944 at 6%; with 100% employer match about $48,313 at 4% or $32,208 at 6%.
Portfolio Properties Inc. 401(K) Plan-6$268,584$23,190$3,865iApproximate average salary by contribution assumption: employee only about $96,625 at 4% or $64,417 at 6%; with 50% employer match about $64,417 at 4% or $42,944 at 6%; with 100% employer match about $48,313 at 4% or $32,208 at 6%.
2013111$235,671$22,939$2,085iApproximate average salary by contribution assumption: employee only about $52,134 at 4% or $34,756 at 6%; with 50% employer match about $34,756 at 4% or $23,171 at 6%; with 100% employer match about $26,067 at 4% or $17,378 at 6%.
Portfolio Properties Inc. 401(K) Plan-11$235,671$22,939$2,085iApproximate average salary by contribution assumption: employee only about $52,134 at 4% or $34,756 at 6%; with 50% employer match about $34,756 at 4% or $23,171 at 6%; with 100% employer match about $26,067 at 4% or $17,378 at 6%.
2012111$208,613$24,115$2,192iApproximate average salary by contribution assumption: employee only about $54,807 at 4% or $36,538 at 6%; with 50% employer match about $36,538 at 4% or $24,359 at 6%; with 100% employer match about $27,403 at 4% or $18,269 at 6%.
Portfolio Properties Inc. 401(K) Plan-11$208,613$24,115$2,192iApproximate average salary by contribution assumption: employee only about $54,807 at 4% or $36,538 at 6%; with 50% employer match about $36,538 at 4% or $24,359 at 6%; with 100% employer match about $27,403 at 4% or $18,269 at 6%.
2011111$241,916$29,513$2,683iApproximate average salary by contribution assumption: employee only about $67,075 at 4% or $44,717 at 6%; with 50% employer match about $44,717 at 4% or $29,811 at 6%; with 100% employer match about $33,538 at 4% or $22,358 at 6%.
Portfolio Properties Inc. 401(K) Plan-11$241,916$29,513$2,683iApproximate average salary by contribution assumption: employee only about $67,075 at 4% or $44,717 at 6%; with 50% employer match about $44,717 at 4% or $29,811 at 6%; with 100% employer match about $33,538 at 4% or $22,358 at 6%.
2010111$215,762$28,396$2,581iApproximate average salary by contribution assumption: employee only about $64,536 at 4% or $43,024 at 6%; with 50% employer match about $43,024 at 4% or $28,683 at 6%; with 100% employer match about $32,268 at 4% or $21,512 at 6%.
Portfolio Properties Inc. 401(K) Plan-11$215,762$28,396$2,581iApproximate average salary by contribution assumption: employee only about $64,536 at 4% or $43,024 at 6%; with 50% employer match about $43,024 at 4% or $28,683 at 6%; with 100% employer match about $32,268 at 4% or $21,512 at 6%.
2009116$171,471$26,577$1,661iApproximate average salary by contribution assumption: employee only about $41,527 at 4% or $27,684 at 6%; with 50% employer match about $27,684 at 4% or $18,456 at 6%; with 100% employer match about $20,763 at 4% or $13,842 at 6%.
Portfolio Properties Inc. 401(K) Plan-16$171,471$26,577$1,661iApproximate average salary by contribution assumption: employee only about $41,527 at 4% or $27,684 at 6%; with 50% employer match about $27,684 at 4% or $18,456 at 6%; with 100% employer match about $20,763 at 4% or $13,842 at 6%.
2008114$129,593$26,404$1,886iApproximate average salary by contribution assumption: employee only about $47,150 at 4% or $31,433 at 6%; with 50% employer match about $31,433 at 4% or $20,956 at 6%; with 100% employer match about $23,575 at 4% or $15,717 at 6%.
Portfolio Properties Inc. 401(K) Plan-14$129,593$26,404$1,886iApproximate average salary by contribution assumption: employee only about $47,150 at 4% or $31,433 at 6%; with 50% employer match about $31,433 at 4% or $20,956 at 6%; with 100% employer match about $23,575 at 4% or $15,717 at 6%.
2007115$126,253$22,516$1,501iApproximate average salary by contribution assumption: employee only about $37,527 at 4% or $25,018 at 6%; with 50% employer match about $25,018 at 4% or $16,679 at 6%; with 100% employer match about $18,763 at 4% or $12,509 at 6%.
Portfolio Properties Inc. 401(K) Plan-15$126,253$22,516$1,501iApproximate average salary by contribution assumption: employee only about $37,527 at 4% or $25,018 at 6%; with 50% employer match about $25,018 at 4% or $16,679 at 6%; with 100% employer match about $18,763 at 4% or $12,509 at 6%.
2006114$121,863$19,383$1,385iApproximate average salary by contribution assumption: employee only about $34,613 at 4% or $23,075 at 6%; with 50% employer match about $23,075 at 4% or $15,383 at 6%; with 100% employer match about $17,306 at 4% or $11,538 at 6%.
Portfolio Properties Inc. 401(K) Plan-14$121,863$19,383$1,385iApproximate average salary by contribution assumption: employee only about $34,613 at 4% or $23,075 at 6%; with 50% employer match about $23,075 at 4% or $15,383 at 6%; with 100% employer match about $17,306 at 4% or $11,538 at 6%.
2005114$96,557$18,445$1,318iApproximate average salary by contribution assumption: employee only about $32,938 at 4% or $21,958 at 6%; with 50% employer match about $21,958 at 4% or $14,639 at 6%; with 100% employer match about $16,469 at 4% or $10,979 at 6%.
Portfolio Properties Inc. 401(K) Plan-14$96,557$18,445$1,318iApproximate average salary by contribution assumption: employee only about $32,938 at 4% or $21,958 at 6%; with 50% employer match about $21,958 at 4% or $14,639 at 6%; with 100% employer match about $16,469 at 4% or $10,979 at 6%.
2004114$85,022$19,491$1,392iApproximate average salary by contribution assumption: employee only about $34,805 at 4% or $23,204 at 6%; with 50% employer match about $23,204 at 4% or $15,469 at 6%; with 100% employer match about $17,403 at 4% or $11,602 at 6%.
Portfolio Properties Inc. 401(K) Plan-14$85,022$19,491$1,392iApproximate average salary by contribution assumption: employee only about $34,805 at 4% or $23,204 at 6%; with 50% employer match about $23,204 at 4% or $15,469 at 6%; with 100% employer match about $17,403 at 4% or $11,602 at 6%.
2003112$59,908$17,059$1,422iApproximate average salary by contribution assumption: employee only about $35,540 at 4% or $23,693 at 6%; with 50% employer match about $23,693 at 4% or $15,795 at 6%; with 100% employer match about $17,770 at 4% or $11,847 at 6%.
Portfolio Properties Inc. 401(K) Plan-12$59,908$17,059$1,422iApproximate average salary by contribution assumption: employee only about $35,540 at 4% or $23,693 at 6%; with 50% employer match about $23,693 at 4% or $15,795 at 6%; with 100% employer match about $17,770 at 4% or $11,847 at 6%.
2002112$35,413$17,840$1,487iApproximate average salary by contribution assumption: employee only about $37,167 at 4% or $24,778 at 6%; with 50% employer match about $24,778 at 4% or $16,519 at 6%; with 100% employer match about $18,583 at 4% or $12,389 at 6%.
Portfolio Properties Inc. 401(K) Plan-12$35,413$17,840$1,487iApproximate average salary by contribution assumption: employee only about $37,167 at 4% or $24,778 at 6%; with 50% employer match about $24,778 at 4% or $16,519 at 6%; with 100% employer match about $18,583 at 4% or $12,389 at 6%.
200119$30,649$30,141$3,349iApproximate average salary by contribution assumption: employee only about $83,725 at 4% or $55,817 at 6%; with 50% employer match about $55,817 at 4% or $37,211 at 6%; with 100% employer match about $41,863 at 4% or $27,908 at 6%.
Portfolio Properties Inc. 401(K) Plan-9$30,649$30,141$3,349iApproximate average salary by contribution assumption: employee only about $83,725 at 4% or $55,817 at 6%; with 50% employer match about $55,817 at 4% or $37,211 at 6%; with 100% employer match about $41,863 at 4% or $27,908 at 6%.