Civic Intelligence

Independent Portfolio

Plan context: Independent Portfolio

EIN 90-0001325 • West Palm Beach, FL • 17 filings • 5 plans

Michael R. Bakst, TrusteePO Box 407West Palm Beach, FL 33402-0407
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$226,270

2022 Contributions

$5,613

Historical Graphs

Total Assets Over Time

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

$1,402,644$701,322$0200620142021YearValue
$226,270Latest year 2021

Participants Over Time

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

36180200620142021YearValue
4Latest year 2021

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
202210$0$0-
Independent Portfolio-0$0--
202114$226,270$0-
Independent Portfolio-4$226,270$0-
202014$238,764$0-
Independent Portfolio-4$238,764--
201914$217,678$0-
Independent Portfolio-4$217,678--
201819$642,359$5,613$624iApproximate average salary by contribution assumption: employee only about $15,592 at 4% or $10,394 at 6%; with 50% employer match about $10,394 at 4% or $6,930 at 6%; with 100% employer match about $7,796 at 4% or $5,197 at 6%.
Independent Portfolio-9$642,359$5,613$624iApproximate average salary by contribution assumption: employee only about $15,592 at 4% or $10,394 at 6%; with 50% employer match about $10,394 at 4% or $6,930 at 6%; with 100% employer match about $7,796 at 4% or $5,197 at 6%.
2017114$956,469$67,946$4,853iApproximate average salary by contribution assumption: employee only about $121,332 at 4% or $80,888 at 6%; with 50% employer match about $80,888 at 4% or $53,925 at 6%; with 100% employer match about $60,666 at 4% or $40,444 at 6%.
Independent Portfolio-14$956,469$67,946$4,853iApproximate average salary by contribution assumption: employee only about $121,332 at 4% or $80,888 at 6%; with 50% employer match about $80,888 at 4% or $53,925 at 6%; with 100% employer match about $60,666 at 4% or $40,444 at 6%.
2016125$1,402,644$166,265$6,651iApproximate average salary by contribution assumption: employee only about $166,265 at 4% or $110,843 at 6%; with 50% employer match about $110,843 at 4% or $73,896 at 6%; with 100% employer match about $83,133 at 4% or $55,422 at 6%.
Independent Portfolio-25$1,402,644$166,265$6,651iApproximate average salary by contribution assumption: employee only about $166,265 at 4% or $110,843 at 6%; with 50% employer match about $110,843 at 4% or $73,896 at 6%; with 100% employer match about $83,133 at 4% or $55,422 at 6%.
2015125$1,248,455$185,144$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
Independent Portfolio-25$1,248,455$185,144$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
2014122$1,144,634$164,534$7,479iApproximate average salary by contribution assumption: employee only about $186,970 at 4% or $124,647 at 6%; with 50% employer match about $124,647 at 4% or $83,098 at 6%; with 100% employer match about $93,485 at 4% or $62,323 at 6%.
Independent Portfolio-22$1,144,634$164,534$7,479iApproximate average salary by contribution assumption: employee only about $186,970 at 4% or $124,647 at 6%; with 50% employer match about $124,647 at 4% or $83,098 at 6%; with 100% employer match about $93,485 at 4% or $62,323 at 6%.
2013123$1,186,379$141,956$6,172iApproximate average salary by contribution assumption: employee only about $154,300 at 4% or $102,867 at 6%; with 50% employer match about $102,867 at 4% or $68,578 at 6%; with 100% employer match about $77,150 at 4% or $51,433 at 6%.
Independent Portfolio-23$1,186,379$141,956$6,172iApproximate average salary by contribution assumption: employee only about $154,300 at 4% or $102,867 at 6%; with 50% employer match about $102,867 at 4% or $68,578 at 6%; with 100% employer match about $77,150 at 4% or $51,433 at 6%.
2012125$1,028,648$143,133$5,725iApproximate average salary by contribution assumption: employee only about $143,133 at 4% or $95,422 at 6%; with 50% employer match about $95,422 at 4% or $63,615 at 6%; with 100% employer match about $71,567 at 4% or $47,711 at 6%.
Independent Portfolio-25$1,028,648$143,133$5,725iApproximate average salary by contribution assumption: employee only about $143,133 at 4% or $95,422 at 6%; with 50% employer match about $95,422 at 4% or $63,615 at 6%; with 100% employer match about $71,567 at 4% or $47,711 at 6%.
2011129$883,675$146,056$5,036iApproximate average salary by contribution assumption: employee only about $125,910 at 4% or $83,940 at 6%; with 50% employer match about $83,940 at 4% or $55,960 at 6%; with 100% employer match about $62,955 at 4% or $41,970 at 6%.
Independent Portfolio-29$883,675$146,056$5,036iApproximate average salary by contribution assumption: employee only about $125,910 at 4% or $83,940 at 6%; with 50% employer match about $83,940 at 4% or $55,960 at 6%; with 100% employer match about $62,955 at 4% or $41,970 at 6%.
2010129$819,474$100,718$3,473iApproximate average salary by contribution assumption: employee only about $86,826 at 4% or $57,884 at 6%; with 50% employer match about $57,884 at 4% or $38,589 at 6%; with 100% employer match about $43,413 at 4% or $28,942 at 6%.
Independent Portfolio-29$819,474$100,718$3,473iApproximate average salary by contribution assumption: employee only about $86,826 at 4% or $57,884 at 6%; with 50% employer match about $57,884 at 4% or $38,589 at 6%; with 100% employer match about $43,413 at 4% or $28,942 at 6%.
2009127$663,400$140,326$5,197iApproximate average salary by contribution assumption: employee only about $129,931 at 4% or $86,621 at 6%; with 50% employer match about $86,621 at 4% or $57,747 at 6%; with 100% employer match about $64,966 at 4% or $43,310 at 6%.
Independent Portfolio-27$663,400$140,326$5,197iApproximate average salary by contribution assumption: employee only about $129,931 at 4% or $86,621 at 6%; with 50% employer match about $86,621 at 4% or $57,747 at 6%; with 100% employer match about $64,966 at 4% or $43,310 at 6%.
2008136$432,275$209,067$5,807iApproximate average salary by contribution assumption: employee only about $145,185 at 4% or $96,790 at 6%; with 50% employer match about $96,790 at 4% or $64,527 at 6%; with 100% employer match about $72,593 at 4% or $48,395 at 6%.
Independent Portfolio-36$432,275$209,067$5,807iApproximate average salary by contribution assumption: employee only about $145,185 at 4% or $96,790 at 6%; with 50% employer match about $96,790 at 4% or $64,527 at 6%; with 100% employer match about $72,593 at 4% or $48,395 at 6%.
2007134$412,197$258,570$7,605iApproximate average salary by contribution assumption: employee only about $190,125 at 4% or $126,750 at 6%; with 50% employer match about $126,750 at 4% or $84,500 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
Independent Portfolio-34$412,197$258,570$7,605iApproximate average salary by contribution assumption: employee only about $190,125 at 4% or $126,750 at 6%; with 50% employer match about $126,750 at 4% or $84,500 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
2006133$134,168$135,823$4,116iApproximate average salary by contribution assumption: employee only about $102,896 at 4% or $68,597 at 6%; with 50% employer match about $68,597 at 4% or $45,732 at 6%; with 100% employer match about $51,448 at 4% or $34,299 at 6%.
Independent Portfolio-33$134,168$135,823$4,116iApproximate average salary by contribution assumption: employee only about $102,896 at 4% or $68,597 at 6%; with 50% employer match about $68,597 at 4% or $45,732 at 6%; with 100% employer match about $51,448 at 4% or $34,299 at 6%.