Civic Intelligence

Porter-Simon Professional Corporation

Plan context: Porter-Simon 401K Plan

EIN 94-2618080 • Truckee, CA • 22 filings • 1 plans

40200 Truckee Airport RoadSuite 1Truckee, CA 96161-3373
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$11,867,483

2024 Contributions

$501,774

Historical Graphs

Total Assets Over Time

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

$11,867,483$5,933,742$0199920152024YearValue
$11,867,483Latest year 2024

Participants Over Time

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

29150199920142024YearValue
23Latest 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
2024123$11,867,483$501,774$21,816iApproximate average salary by contribution assumption: employee only about $545,407 at 4% or $363,604 at 6%; with 50% employer match about $363,604 at 4% or $242,403 at 6%; with 100% employer match about $272,703 at 4% or $181,802 at 6%.
Porter-Simon 401K Plan-23$11,867,483$501,774$21,816iApproximate average salary by contribution assumption: employee only about $545,407 at 4% or $363,604 at 6%; with 50% employer match about $363,604 at 4% or $242,403 at 6%; with 100% employer match about $272,703 at 4% or $181,802 at 6%.
2023127$10,374,106$479,238$17,750iApproximate average salary by contribution assumption: employee only about $443,739 at 4% or $295,826 at 6%; with 50% employer match about $295,826 at 4% or $197,217 at 6%; with 100% employer match about $221,869 at 4% or $147,913 at 6%.
Porter-Simon 401K Plan-27$10,374,106$479,238$17,750iApproximate average salary by contribution assumption: employee only about $443,739 at 4% or $295,826 at 6%; with 50% employer match about $295,826 at 4% or $197,217 at 6%; with 100% employer match about $221,869 at 4% or $147,913 at 6%.
2022124$9,708,187$424,310$17,680iApproximate average salary by contribution assumption: employee only about $441,990 at 4% or $294,660 at 6%; with 50% employer match about $294,660 at 4% or $196,440 at 6%; with 100% employer match about $220,995 at 4% or $147,330 at 6%.
Porter-Simon 401K Plan-24$9,708,187$424,310$17,680iApproximate average salary by contribution assumption: employee only about $441,990 at 4% or $294,660 at 6%; with 50% employer match about $294,660 at 4% or $196,440 at 6%; with 100% employer match about $220,995 at 4% or $147,330 at 6%.
2021125$10,696,896$451,470$18,059iApproximate average salary by contribution assumption: employee only about $451,470 at 4% or $300,980 at 6%; with 50% employer match about $300,980 at 4% or $200,653 at 6%; with 100% employer match about $225,735 at 4% or $150,490 at 6%.
Porter-Simon 401K Plan-25$10,696,896$451,470$18,059iApproximate average salary by contribution assumption: employee only about $451,470 at 4% or $300,980 at 6%; with 50% employer match about $300,980 at 4% or $200,653 at 6%; with 100% employer match about $225,735 at 4% or $150,490 at 6%.
2020126$9,076,095$512,925$19,728iApproximate average salary by contribution assumption: employee only about $493,197 at 4% or $328,798 at 6%; with 50% employer match about $328,798 at 4% or $219,199 at 6%; with 100% employer match about $246,599 at 4% or $164,399 at 6%.
Porter-Simon 401K Plan-26$9,076,095$512,925$19,728iApproximate average salary by contribution assumption: employee only about $493,197 at 4% or $328,798 at 6%; with 50% employer match about $328,798 at 4% or $219,199 at 6%; with 100% employer match about $246,599 at 4% or $164,399 at 6%.
2019123$8,156,819$464,041$20,176iApproximate average salary by contribution assumption: employee only about $504,392 at 4% or $336,262 at 6%; with 50% employer match about $336,262 at 4% or $224,174 at 6%; with 100% employer match about $252,196 at 4% or $168,131 at 6%.
Porter-Simon 401K Plan-23$8,156,819$464,041$20,176iApproximate average salary by contribution assumption: employee only about $504,392 at 4% or $336,262 at 6%; with 50% employer match about $336,262 at 4% or $224,174 at 6%; with 100% employer match about $252,196 at 4% or $168,131 at 6%.
2018121$6,839,255$543,696$25,890iApproximate average salary by contribution assumption: employee only about $647,257 at 4% or $431,505 at 6%; with 50% employer match about $431,505 at 4% or $287,670 at 6%; with 100% employer match about $323,629 at 4% or $215,752 at 6%.
Porter-Simon 401K Plan-21$6,839,255$543,696$25,890iApproximate average salary by contribution assumption: employee only about $647,257 at 4% or $431,505 at 6%; with 50% employer match about $431,505 at 4% or $287,670 at 6%; with 100% employer match about $323,629 at 4% or $215,752 at 6%.
2017121$7,359,241$461,731$21,987iApproximate average salary by contribution assumption: employee only about $549,680 at 4% or $366,453 at 6%; with 50% employer match about $366,453 at 4% or $244,302 at 6%; with 100% employer match about $274,840 at 4% or $183,227 at 6%.
Porter-Simon 401K Plan-21$7,359,241$461,731$21,987iApproximate average salary by contribution assumption: employee only about $549,680 at 4% or $366,453 at 6%; with 50% employer match about $366,453 at 4% or $244,302 at 6%; with 100% employer match about $274,840 at 4% or $183,227 at 6%.
2016123$6,147,535$476,830$20,732iApproximate average salary by contribution assumption: employee only about $518,293 at 4% or $345,529 at 6%; with 50% employer match about $345,529 at 4% or $230,353 at 6%; with 100% employer match about $259,147 at 4% or $172,764 at 6%.
Porter-Simon 401K Plan-23$6,147,535$476,830$20,732iApproximate average salary by contribution assumption: employee only about $518,293 at 4% or $345,529 at 6%; with 50% employer match about $345,529 at 4% or $230,353 at 6%; with 100% employer match about $259,147 at 4% or $172,764 at 6%.
2015126$5,555,023$475,199$18,277iApproximate average salary by contribution assumption: employee only about $456,922 at 4% or $304,615 at 6%; with 50% employer match about $304,615 at 4% or $203,076 at 6%; with 100% employer match about $228,461 at 4% or $152,307 at 6%.
Porter-Simon 401K Plan-26$5,555,023$475,199$18,277iApproximate average salary by contribution assumption: employee only about $456,922 at 4% or $304,615 at 6%; with 50% employer match about $304,615 at 4% or $203,076 at 6%; with 100% employer match about $228,461 at 4% or $152,307 at 6%.
2014121$5,171,277$508,853$24,231iApproximate average salary by contribution assumption: employee only about $605,777 at 4% or $403,852 at 6%; with 50% employer match about $403,852 at 4% or $269,234 at 6%; with 100% employer match about $302,889 at 4% or $201,926 at 6%.
Porter-Simon 401K Plan-21$5,171,277$508,853$24,231iApproximate average salary by contribution assumption: employee only about $605,777 at 4% or $403,852 at 6%; with 50% employer match about $403,852 at 4% or $269,234 at 6%; with 100% employer match about $302,889 at 4% or $201,926 at 6%.
2013120$4,914,951$268,785$13,439iApproximate average salary by contribution assumption: employee only about $335,981 at 4% or $223,988 at 6%; with 50% employer match about $223,988 at 4% or $149,325 at 6%; with 100% employer match about $167,991 at 4% or $111,994 at 6%.
Porter-Simon 401K Plan-20$4,914,951$268,785$13,439iApproximate average salary by contribution assumption: employee only about $335,981 at 4% or $223,988 at 6%; with 50% employer match about $223,988 at 4% or $149,325 at 6%; with 100% employer match about $167,991 at 4% or $111,994 at 6%.
2012118$3,912,630$294,293$16,350iApproximate average salary by contribution assumption: employee only about $408,740 at 4% or $272,494 at 6%; with 50% employer match about $272,494 at 4% or $181,662 at 6%; with 100% employer match about $204,370 at 4% or $136,247 at 6%.
Porter-Simon 401K Plan-18$3,912,630$294,293$16,350iApproximate average salary by contribution assumption: employee only about $408,740 at 4% or $272,494 at 6%; with 50% employer match about $272,494 at 4% or $181,662 at 6%; with 100% employer match about $204,370 at 4% or $136,247 at 6%.
2011120$3,344,467$229,952$11,498iApproximate average salary by contribution assumption: employee only about $287,440 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,751 at 6%; with 100% employer match about $143,720 at 4% or $95,813 at 6%.
Porter-Simon 401K Plan-20$3,344,467$229,952$11,498iApproximate average salary by contribution assumption: employee only about $287,440 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,751 at 6%; with 100% employer match about $143,720 at 4% or $95,813 at 6%.
2010129$3,346,948$337,558$11,640iApproximate average salary by contribution assumption: employee only about $290,998 at 4% or $193,999 at 6%; with 50% employer match about $193,999 at 4% or $129,333 at 6%; with 100% employer match about $145,499 at 4% or $96,999 at 6%.
Porter-Simon 401K Plan-29$3,346,948$337,558$11,640iApproximate average salary by contribution assumption: employee only about $290,998 at 4% or $193,999 at 6%; with 50% employer match about $193,999 at 4% or $129,333 at 6%; with 100% employer match about $145,499 at 4% or $96,999 at 6%.
2009128$2,901,914$168,675$6,024iApproximate average salary by contribution assumption: employee only about $150,603 at 4% or $100,402 at 6%; with 50% employer match about $100,402 at 4% or $66,935 at 6%; with 100% employer match about $75,301 at 4% or $50,201 at 6%.
Porter-Simon 401K Plan-28$2,901,914$168,675$6,024iApproximate average salary by contribution assumption: employee only about $150,603 at 4% or $100,402 at 6%; with 50% employer match about $100,402 at 4% or $66,935 at 6%; with 100% employer match about $75,301 at 4% or $50,201 at 6%.
2008122$2,442,809$324,679$14,758iApproximate average salary by contribution assumption: employee only about $368,953 at 4% or $245,969 at 6%; with 50% employer match about $245,969 at 4% or $163,979 at 6%; with 100% employer match about $184,477 at 4% or $122,984 at 6%.
Porter-Simon 401K Plan-22$2,442,809$324,679$14,758iApproximate average salary by contribution assumption: employee only about $368,953 at 4% or $245,969 at 6%; with 50% employer match about $245,969 at 4% or $163,979 at 6%; with 100% employer match about $184,477 at 4% or $122,984 at 6%.
2007124$0$0-
Porter-Simon 401K Plan-24---
2002123$727,655$161,818$7,036iApproximate average salary by contribution assumption: employee only about $175,889 at 4% or $117,259 at 6%; with 50% employer match about $117,259 at 4% or $78,173 at 6%; with 100% employer match about $87,945 at 4% or $58,630 at 6%.
Porter-Simon 401K Plan-23$727,655$161,818$7,036iApproximate average salary by contribution assumption: employee only about $175,889 at 4% or $117,259 at 6%; with 50% employer match about $117,259 at 4% or $78,173 at 6%; with 100% employer match about $87,945 at 4% or $58,630 at 6%.
2001121$0$0-
Porter-Simon 401K Plan-21---
2000119$657,401$129,956$6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,996 at 6%; with 50% employer match about $113,996 at 4% or $75,998 at 6%; with 100% employer match about $85,497 at 4% or $56,998 at 6%.
Porter-Simon 401K Plan-19$657,401$129,956$6,840iApproximate average salary by contribution assumption: employee only about $170,995 at 4% or $113,996 at 6%; with 50% employer match about $113,996 at 4% or $75,998 at 6%; with 100% employer match about $85,497 at 4% or $56,998 at 6%.
1999118$591,924$129,388$7,188iApproximate average salary by contribution assumption: employee only about $179,706 at 4% or $119,804 at 6%; with 50% employer match about $119,804 at 4% or $79,869 at 6%; with 100% employer match about $89,853 at 4% or $59,902 at 6%.
Porter-Simon 401K Plan-18$591,924$129,388$7,188iApproximate average salary by contribution assumption: employee only about $179,706 at 4% or $119,804 at 6%; with 50% employer match about $119,804 at 4% or $79,869 at 6%; with 100% employer match about $89,853 at 4% or $59,902 at 6%.