Civic Intelligence

The Portola Group Inc.

Plan context: The Portola Group Inc. 401K Profit Sharing Plan

EIN 94-2594913 • Saint Helena, CA • 22 filings • 2 plans

1250 Church Street, Suite CSaint Helena, CA 94574
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$135,144

2020 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$2,522,528$1,261,264$0199920102019YearValue
$135,144Latest year 2019

Participants Over Time

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

43220199920092019YearValue
3Latest year 2019

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
202010$0$0-
The Portola Group Inc. 401K Profit Sharing Plan-0$0$0-
201913$135,144$0-
The Portola Group Inc. 401K Profit Sharing Plan-3$135,144$0-
201815$106,723$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-5$106,723$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
201715$511,063$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-5$511,063$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
201616$454,329$11,667$1,945iApproximate average salary by contribution assumption: employee only about $48,613 at 4% or $32,408 at 6%; with 50% employer match about $32,408 at 4% or $21,606 at 6%; with 100% employer match about $24,306 at 4% or $16,204 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-6$454,329$11,667$1,945iApproximate average salary by contribution assumption: employee only about $48,613 at 4% or $32,408 at 6%; with 50% employer match about $32,408 at 4% or $21,606 at 6%; with 100% employer match about $24,306 at 4% or $16,204 at 6%.
201518$429,856$15,020$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-8$429,856$15,020$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
2014111$564,852$23,300$2,118iApproximate average salary by contribution assumption: employee only about $52,955 at 4% or $35,303 at 6%; with 50% employer match about $35,303 at 4% or $23,535 at 6%; with 100% employer match about $26,477 at 4% or $17,652 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-11$564,852$23,300$2,118iApproximate average salary by contribution assumption: employee only about $52,955 at 4% or $35,303 at 6%; with 50% employer match about $35,303 at 4% or $23,535 at 6%; with 100% employer match about $26,477 at 4% or $17,652 at 6%.
2013115$999,677$52,250$3,483iApproximate average salary by contribution assumption: employee only about $87,083 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-15$999,677$52,250$3,483iApproximate average salary by contribution assumption: employee only about $87,083 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%.
2012115$941,097$47,642$3,176iApproximate average salary by contribution assumption: employee only about $79,403 at 4% or $52,936 at 6%; with 50% employer match about $52,936 at 4% or $35,290 at 6%; with 100% employer match about $39,702 at 4% or $26,468 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-15$941,097$47,642$3,176iApproximate average salary by contribution assumption: employee only about $79,403 at 4% or $52,936 at 6%; with 50% employer match about $52,936 at 4% or $35,290 at 6%; with 100% employer match about $39,702 at 4% or $26,468 at 6%.
2011116$1,010,294$59,464$3,717iApproximate average salary by contribution assumption: employee only about $92,913 at 4% or $61,942 at 6%; with 50% employer match about $61,942 at 4% or $41,294 at 6%; with 100% employer match about $46,456 at 4% or $30,971 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-16$1,010,294$59,464$3,717iApproximate average salary by contribution assumption: employee only about $92,913 at 4% or $61,942 at 6%; with 50% employer match about $61,942 at 4% or $41,294 at 6%; with 100% employer match about $46,456 at 4% or $30,971 at 6%.
2010118$1,329,457$90,638$5,035iApproximate average salary by contribution assumption: employee only about $125,886 at 4% or $83,924 at 6%; with 50% employer match about $83,924 at 4% or $55,949 at 6%; with 100% employer match about $62,943 at 4% or $41,962 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-18$1,329,457$90,638$5,035iApproximate average salary by contribution assumption: employee only about $125,886 at 4% or $83,924 at 6%; with 50% employer match about $83,924 at 4% or $55,949 at 6%; with 100% employer match about $62,943 at 4% or $41,962 at 6%.
2009120$1,164,301$50,180$2,509iApproximate average salary by contribution assumption: employee only about $62,725 at 4% or $41,817 at 6%; with 50% employer match about $41,817 at 4% or $27,878 at 6%; with 100% employer match about $31,363 at 4% or $20,908 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-20$1,164,301$50,180$2,509iApproximate average salary by contribution assumption: employee only about $62,725 at 4% or $41,817 at 6%; with 50% employer match about $41,817 at 4% or $27,878 at 6%; with 100% employer match about $31,363 at 4% or $20,908 at 6%.
2008114$889,467$118,440$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-14$889,467$118,440$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
2007115$0$0-
The Portola Group Inc. 401K Profit Sharing Plan-15---
2006117$1,380,777$221,159$13,009iApproximate average salary by contribution assumption: employee only about $325,234 at 4% or $216,823 at 6%; with 50% employer match about $216,823 at 4% or $144,548 at 6%; with 100% employer match about $162,617 at 4% or $108,411 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-17$1,380,777$221,159$13,009iApproximate average salary by contribution assumption: employee only about $325,234 at 4% or $216,823 at 6%; with 50% employer match about $216,823 at 4% or $144,548 at 6%; with 100% employer match about $162,617 at 4% or $108,411 at 6%.
2005117$995,643$229,031$13,472iApproximate average salary by contribution assumption: employee only about $336,810 at 4% or $224,540 at 6%; with 50% employer match about $224,540 at 4% or $149,693 at 6%; with 100% employer match about $168,405 at 4% or $112,270 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-17$995,643$229,031$13,472iApproximate average salary by contribution assumption: employee only about $336,810 at 4% or $224,540 at 6%; with 50% employer match about $224,540 at 4% or $149,693 at 6%; with 100% employer match about $168,405 at 4% or $112,270 at 6%.
2004135$2,514,628$170,604$4,874iApproximate average salary by contribution assumption: employee only about $121,860 at 4% or $81,240 at 6%; with 50% employer match about $81,240 at 4% or $54,160 at 6%; with 100% employer match about $60,930 at 4% or $40,620 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-35$2,514,628$170,604$4,874iApproximate average salary by contribution assumption: employee only about $121,860 at 4% or $81,240 at 6%; with 50% employer match about $81,240 at 4% or $54,160 at 6%; with 100% employer match about $60,930 at 4% or $40,620 at 6%.
2003132$2,522,528$376,774$11,774iApproximate average salary by contribution assumption: employee only about $294,355 at 4% or $196,236 at 6%; with 50% employer match about $196,236 at 4% or $130,824 at 6%; with 100% employer match about $147,177 at 4% or $98,118 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-32$2,522,528$376,774$11,774iApproximate average salary by contribution assumption: employee only about $294,355 at 4% or $196,236 at 6%; with 50% employer match about $196,236 at 4% or $130,824 at 6%; with 100% employer match about $147,177 at 4% or $98,118 at 6%.
2002131$1,536,432$197,526$6,372iApproximate average salary by contribution assumption: employee only about $159,295 at 4% or $106,197 at 6%; with 50% employer match about $106,197 at 4% or $70,798 at 6%; with 100% employer match about $79,648 at 4% or $53,098 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-31$1,536,432$197,526$6,372iApproximate average salary by contribution assumption: employee only about $159,295 at 4% or $106,197 at 6%; with 50% employer match about $106,197 at 4% or $70,798 at 6%; with 100% employer match about $79,648 at 4% or $53,098 at 6%.
2001143$0$0-
The Portola Group Inc. 401K Profit Sharing Plan-43---
2000142$1,370,143$291,475$6,940iApproximate average salary by contribution assumption: employee only about $173,497 at 4% or $115,665 at 6%; with 50% employer match about $115,665 at 4% or $77,110 at 6%; with 100% employer match about $86,749 at 4% or $57,832 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-42$1,370,143$291,475$6,940iApproximate average salary by contribution assumption: employee only about $173,497 at 4% or $115,665 at 6%; with 50% employer match about $115,665 at 4% or $77,110 at 6%; with 100% employer match about $86,749 at 4% or $57,832 at 6%.
1999142$1,923,607$219,206$5,219iApproximate average salary by contribution assumption: employee only about $130,480 at 4% or $86,987 at 6%; with 50% employer match about $86,987 at 4% or $57,991 at 6%; with 100% employer match about $65,240 at 4% or $43,493 at 6%.
The Portola Group Inc. 401K Profit Sharing Plan-42$1,923,607$219,206$5,219iApproximate average salary by contribution assumption: employee only about $130,480 at 4% or $86,987 at 6%; with 50% employer match about $86,987 at 4% or $57,991 at 6%; with 100% employer match about $65,240 at 4% or $43,493 at 6%.