Civic Intelligence

Pacific Portfolio Consulting L.P.

Plan context: Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust

EIN 91-1577578 • 5 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

7

2004 Assets

$1,019,727

2004 Contributions

$53,461

Historical Graphs

Total Assets Over Time

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

$1,019,727$509,864$0199920022004YearValue
$1,019,727Latest year 2004

Participants Over Time

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

740199920022004YearValue
7Latest year 2004

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
200417$1,019,727$53,461$7,637iApproximate average salary by contribution assumption: employee only about $190,932 at 4% or $127,288 at 6%; with 50% employer match about $127,288 at 4% or $84,859 at 6%; with 100% employer match about $95,466 at 4% or $63,644 at 6%.
Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust-7$1,019,727$53,461$7,637iApproximate average salary by contribution assumption: employee only about $190,932 at 4% or $127,288 at 6%; with 50% employer match about $127,288 at 4% or $84,859 at 6%; with 100% employer match about $95,466 at 4% or $63,644 at 6%.
200317$896,664$48,989$6,998iApproximate average salary by contribution assumption: employee only about $174,961 at 4% or $116,640 at 6%; with 50% employer match about $116,640 at 4% or $77,760 at 6%; with 100% employer match about $87,480 at 4% or $58,320 at 6%.
Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust-7$896,664$48,989$6,998iApproximate average salary by contribution assumption: employee only about $174,961 at 4% or $116,640 at 6%; with 50% employer match about $116,640 at 4% or $77,760 at 6%; with 100% employer match about $87,480 at 4% or $58,320 at 6%.
200215$753,687$51,766$10,353iApproximate average salary by contribution assumption: employee only about $258,830 at 4% or $172,553 at 6%; with 50% employer match about $172,553 at 4% or $115,036 at 6%; with 100% employer match about $129,415 at 4% or $86,277 at 6%.
Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust-5$753,687$51,766$10,353iApproximate average salary by contribution assumption: employee only about $258,830 at 4% or $172,553 at 6%; with 50% employer match about $172,553 at 4% or $115,036 at 6%; with 100% employer match about $129,415 at 4% or $86,277 at 6%.
200015$917,690$67,414$13,483iApproximate average salary by contribution assumption: employee only about $337,070 at 4% or $224,713 at 6%; with 50% employer match about $224,713 at 4% or $149,809 at 6%; with 100% employer match about $168,535 at 4% or $112,357 at 6%.
Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust-5$917,690$67,414$13,483iApproximate average salary by contribution assumption: employee only about $337,070 at 4% or $224,713 at 6%; with 50% employer match about $224,713 at 4% or $149,809 at 6%; with 100% employer match about $168,535 at 4% or $112,357 at 6%.
199916$926,426$76,809$12,802iApproximate average salary by contribution assumption: employee only about $320,038 at 4% or $213,358 at 6%; with 50% employer match about $213,358 at 4% or $142,239 at 6%; with 100% employer match about $160,019 at 4% or $106,679 at 6%.
Pacific Portfolio Consulting 401K Profit Sharing Plan & Trust-6$926,426$76,809$12,802iApproximate average salary by contribution assumption: employee only about $320,038 at 4% or $213,358 at 6%; with 50% employer match about $213,358 at 4% or $142,239 at 6%; with 100% employer match about $160,019 at 4% or $106,679 at 6%.