Civic Intelligence

PORTER SPAULDING INC. DBA DAIVES-BARRY INSURANCE

Plan context: Porter Spaulding Inc. Employee Stock Ownership Plan

EIN 92-0029410 • Ketchikan, AK • 23 filings • 3 plans

4205 Cambria Dr. W #201Ketchikan, AK 99901
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,745,768

2024 Contributions

$73,773

Historical Graphs

Total Assets Over Time

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

$10,058,829$5,029,415$0200620162024YearValue
$5,745,768Latest year 2024

Participants Over Time

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

23120200620152024YearValue
17Latest year 2024

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
2024217$5,745,768$73,773$4,340iApproximate average salary by contribution assumption: employee only about $108,490 at 4% or $72,326 at 6%; with 50% employer match about $72,326 at 4% or $48,218 at 6%; with 100% employer match about $54,245 at 4% or $36,163 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-11$5,591,645--
PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN-17$154,123$73,773$4,340iApproximate average salary by contribution assumption: employee only about $108,490 at 4% or $72,326 at 6%; with 50% employer match about $72,326 at 4% or $48,218 at 6%; with 100% employer match about $54,245 at 4% or $36,163 at 6%.
2023212$5,627,026$15,752$1,313iApproximate average salary by contribution assumption: employee only about $32,817 at 4% or $21,878 at 6%; with 50% employer match about $21,878 at 4% or $14,585 at 6%; with 100% employer match about $16,408 at 4% or $10,939 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-12$5,556,415--
PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN-8$70,611$15,752$1,969iApproximate average salary by contribution assumption: employee only about $49,225 at 4% or $32,817 at 6%; with 50% employer match about $32,817 at 4% or $21,878 at 6%; with 100% employer match about $24,613 at 4% or $16,408 at 6%.
2022215$5,682,646$36,712$2,447iApproximate average salary by contribution assumption: employee only about $61,187 at 4% or $40,791 at 6%; with 50% employer match about $40,791 at 4% or $27,194 at 6%; with 100% employer match about $30,593 at 4% or $20,396 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-15$5,620,194--
PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN-6$62,452$36,712$6,119iApproximate average salary by contribution assumption: employee only about $152,967 at 4% or $101,978 at 6%; with 50% employer match about $101,978 at 4% or $67,985 at 6%; with 100% employer match about $76,483 at 4% or $50,989 at 6%.
2021213$7,539,382$34,436$2,649iApproximate average salary by contribution assumption: employee only about $66,223 at 4% or $44,149 at 6%; with 50% employer match about $44,149 at 4% or $29,432 at 6%; with 100% employer match about $33,112 at 4% or $22,074 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-13$7,504,725--
PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN-5$34,657$34,436$6,887iApproximate average salary by contribution assumption: employee only about $172,180 at 4% or $114,787 at 6%; with 50% employer match about $114,787 at 4% or $76,524 at 6%; with 100% employer match about $86,090 at 4% or $57,393 at 6%.
2020118$8,151,883$301,543$16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,206 at 6%; with 50% employer match about $279,206 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-18$8,151,883$301,543$16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,206 at 6%; with 50% employer match about $279,206 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%.
2019118$9,748,881$555,799$30,878iApproximate average salary by contribution assumption: employee only about $771,943 at 4% or $514,629 at 6%; with 50% employer match about $514,629 at 4% or $343,086 at 6%; with 100% employer match about $385,972 at 4% or $257,314 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-18$9,748,881$555,799$30,878iApproximate average salary by contribution assumption: employee only about $771,943 at 4% or $514,629 at 6%; with 50% employer match about $514,629 at 4% or $343,086 at 6%; with 100% employer match about $385,972 at 4% or $257,314 at 6%.
2018118$10,058,829$498,563$27,698iApproximate average salary by contribution assumption: employee only about $692,449 at 4% or $461,632 at 6%; with 50% employer match about $461,632 at 4% or $307,755 at 6%; with 100% employer match about $346,224 at 4% or $230,816 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-18$10,058,829$498,563$27,698iApproximate average salary by contribution assumption: employee only about $692,449 at 4% or $461,632 at 6%; with 50% employer match about $461,632 at 4% or $307,755 at 6%; with 100% employer match about $346,224 at 4% or $230,816 at 6%.
2017117$7,624,752$332,230$19,543iApproximate average salary by contribution assumption: employee only about $488,574 at 4% or $325,716 at 6%; with 50% employer match about $325,716 at 4% or $217,144 at 6%; with 100% employer match about $244,287 at 4% or $162,858 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-17$7,624,752$332,230$19,543iApproximate average salary by contribution assumption: employee only about $488,574 at 4% or $325,716 at 6%; with 50% employer match about $325,716 at 4% or $217,144 at 6%; with 100% employer match about $244,287 at 4% or $162,858 at 6%.
2016122$6,954,806$554,814$25,219iApproximate average salary by contribution assumption: employee only about $630,470 at 4% or $420,314 at 6%; with 50% employer match about $420,314 at 4% or $280,209 at 6%; with 100% employer match about $315,235 at 4% or $210,157 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-22$6,954,806$554,814$25,219iApproximate average salary by contribution assumption: employee only about $630,470 at 4% or $420,314 at 6%; with 50% employer match about $420,314 at 4% or $280,209 at 6%; with 100% employer match about $315,235 at 4% or $210,157 at 6%.
2015120$7,366,443$417,239$20,862iApproximate average salary by contribution assumption: employee only about $521,549 at 4% or $347,699 at 6%; with 50% employer match about $347,699 at 4% or $231,799 at 6%; with 100% employer match about $260,774 at 4% or $173,850 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-20$7,366,443$417,239$20,862iApproximate average salary by contribution assumption: employee only about $521,549 at 4% or $347,699 at 6%; with 50% employer match about $347,699 at 4% or $231,799 at 6%; with 100% employer match about $260,774 at 4% or $173,850 at 6%.
2014122$7,484,445$352,066$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-22$7,484,445$352,066$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
2013123$7,074,751$451,764$19,642iApproximate average salary by contribution assumption: employee only about $491,048 at 4% or $327,365 at 6%; with 50% employer match about $327,365 at 4% or $218,243 at 6%; with 100% employer match about $245,524 at 4% or $163,683 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-23$7,074,751$451,764$19,642iApproximate average salary by contribution assumption: employee only about $491,048 at 4% or $327,365 at 6%; with 50% employer match about $327,365 at 4% or $218,243 at 6%; with 100% employer match about $245,524 at 4% or $163,683 at 6%.
2012120$6,577,714$446,598$22,330iApproximate average salary by contribution assumption: employee only about $558,248 at 4% or $372,165 at 6%; with 50% employer match about $372,165 at 4% or $248,110 at 6%; with 100% employer match about $279,124 at 4% or $186,083 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-20$6,577,714$446,598$22,330iApproximate average salary by contribution assumption: employee only about $558,248 at 4% or $372,165 at 6%; with 50% employer match about $372,165 at 4% or $248,110 at 6%; with 100% employer match about $279,124 at 4% or $186,083 at 6%.
2011121$6,324,346$469,757$22,369iApproximate average salary by contribution assumption: employee only about $559,235 at 4% or $372,823 at 6%; with 50% employer match about $372,823 at 4% or $248,549 at 6%; with 100% employer match about $279,617 at 4% or $186,412 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-21$6,324,346$469,757$22,369iApproximate average salary by contribution assumption: employee only about $559,235 at 4% or $372,823 at 6%; with 50% employer match about $372,823 at 4% or $248,549 at 6%; with 100% employer match about $279,617 at 4% or $186,412 at 6%.
2010121$5,874,525$465,264$22,155iApproximate average salary by contribution assumption: employee only about $553,886 at 4% or $369,257 at 6%; with 50% employer match about $369,257 at 4% or $246,171 at 6%; with 100% employer match about $276,943 at 4% or $184,629 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-21$5,874,525$465,264$22,155iApproximate average salary by contribution assumption: employee only about $553,886 at 4% or $369,257 at 6%; with 50% employer match about $369,257 at 4% or $246,171 at 6%; with 100% employer match about $276,943 at 4% or $184,629 at 6%.
2009121$5,850,449$634,755$30,226iApproximate average salary by contribution assumption: employee only about $755,661 at 4% or $503,774 at 6%; with 50% employer match about $503,774 at 4% or $335,849 at 6%; with 100% employer match about $377,830 at 4% or $251,887 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-21$5,850,449$634,755$30,226iApproximate average salary by contribution assumption: employee only about $755,661 at 4% or $503,774 at 6%; with 50% employer match about $503,774 at 4% or $335,849 at 6%; with 100% employer match about $377,830 at 4% or $251,887 at 6%.
2008122$5,403,222$625,568$28,435iApproximate average salary by contribution assumption: employee only about $710,873 at 4% or $473,915 at 6%; with 50% employer match about $473,915 at 4% or $315,943 at 6%; with 100% employer match about $355,436 at 4% or $236,958 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-22$5,403,222$625,568$28,435iApproximate average salary by contribution assumption: employee only about $710,873 at 4% or $473,915 at 6%; with 50% employer match about $473,915 at 4% or $315,943 at 6%; with 100% employer match about $355,436 at 4% or $236,958 at 6%.
2007121$0$0-
Porter Spaulding Inc. Employee Stock Ownership Plan-21---
2006119$4,709,880$269,213$14,169iApproximate average salary by contribution assumption: employee only about $354,228 at 4% or $236,152 at 6%; with 50% employer match about $236,152 at 4% or $157,435 at 6%; with 100% employer match about $177,114 at 4% or $118,076 at 6%.
Porter Spaulding Inc. Employee Stock Ownership Plan-19$4,709,880$269,213$14,169iApproximate average salary by contribution assumption: employee only about $354,228 at 4% or $236,152 at 6%; with 50% employer match about $236,152 at 4% or $157,435 at 6%; with 100% employer match about $177,114 at 4% or $118,076 at 6%.