Civic Intelligence

Private Portfolio Inc.

Plan context: Private Protfolios Inc. Profit Sharing Plan

EIN 94-2942765 • 26 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,547,912

2024 Contributions

$126,423

Historical Graphs

Total Assets Over Time

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

$2,547,912$1,273,956$0199920132024YearValue
$2,547,912Latest year 2024

Participants Over Time

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

530199920112024YearValue
4Latest 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
202414$2,547,912$126,423$31,606iApproximate average salary by contribution assumption: employee only about $790,144 at 4% or $526,763 at 6%; with 50% employer match about $526,763 at 4% or $351,175 at 6%; with 100% employer match about $395,072 at 4% or $263,381 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$2,547,912$126,423$31,606iApproximate average salary by contribution assumption: employee only about $790,144 at 4% or $526,763 at 6%; with 50% employer match about $526,763 at 4% or $351,175 at 6%; with 100% employer match about $395,072 at 4% or $263,381 at 6%.
202314$1,901,293$119,843$29,961iApproximate average salary by contribution assumption: employee only about $749,019 at 4% or $499,346 at 6%; with 50% employer match about $499,346 at 4% or $332,897 at 6%; with 100% employer match about $374,509 at 4% or $249,673 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$1,901,293$119,843$29,961iApproximate average salary by contribution assumption: employee only about $749,019 at 4% or $499,346 at 6%; with 50% employer match about $499,346 at 4% or $332,897 at 6%; with 100% employer match about $374,509 at 4% or $249,673 at 6%.
202214$1,340,776$107,232$26,808iApproximate average salary by contribution assumption: employee only about $670,200 at 4% or $446,800 at 6%; with 50% employer match about $446,800 at 4% or $297,867 at 6%; with 100% employer match about $335,100 at 4% or $223,400 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$1,340,776$107,232$26,808iApproximate average salary by contribution assumption: employee only about $670,200 at 4% or $446,800 at 6%; with 50% employer match about $446,800 at 4% or $297,867 at 6%; with 100% employer match about $335,100 at 4% or $223,400 at 6%.
202114$1,861,186$97,601$24,400iApproximate average salary by contribution assumption: employee only about $610,006 at 4% or $406,671 at 6%; with 50% employer match about $406,671 at 4% or $271,114 at 6%; with 100% employer match about $305,003 at 4% or $203,335 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$1,861,186$97,601$24,400iApproximate average salary by contribution assumption: employee only about $610,006 at 4% or $406,671 at 6%; with 50% employer match about $406,671 at 4% or $271,114 at 6%; with 100% employer match about $305,003 at 4% or $203,335 at 6%.
202010$1,399,696$94,719-
Private Protfolios Inc. Profit Sharing Plan-0$1,399,696$94,719-
201914$1,032,618$132,783$33,196iApproximate average salary by contribution assumption: employee only about $829,894 at 4% or $553,263 at 6%; with 50% employer match about $553,263 at 4% or $368,842 at 6%; with 100% employer match about $414,947 at 4% or $276,631 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$1,032,618$132,783$33,196iApproximate average salary by contribution assumption: employee only about $829,894 at 4% or $553,263 at 6%; with 50% employer match about $553,263 at 4% or $368,842 at 6%; with 100% employer match about $414,947 at 4% or $276,631 at 6%.
201814$715,864$74,008$18,502iApproximate average salary by contribution assumption: employee only about $462,550 at 4% or $308,367 at 6%; with 50% employer match about $308,367 at 4% or $205,578 at 6%; with 100% employer match about $231,275 at 4% or $154,183 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$715,864$74,008$18,502iApproximate average salary by contribution assumption: employee only about $462,550 at 4% or $308,367 at 6%; with 50% employer match about $308,367 at 4% or $205,578 at 6%; with 100% employer match about $231,275 at 4% or $154,183 at 6%.
201715$849,399$113,794$22,759iApproximate average salary by contribution assumption: employee only about $568,970 at 4% or $379,313 at 6%; with 50% employer match about $379,313 at 4% or $252,876 at 6%; with 100% employer match about $284,485 at 4% or $189,657 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$849,399$113,794$22,759iApproximate average salary by contribution assumption: employee only about $568,970 at 4% or $379,313 at 6%; with 50% employer match about $379,313 at 4% or $252,876 at 6%; with 100% employer match about $284,485 at 4% or $189,657 at 6%.
201614$649,603$71,499$17,875iApproximate average salary by contribution assumption: employee only about $446,869 at 4% or $297,913 at 6%; with 50% employer match about $297,913 at 4% or $198,608 at 6%; with 100% employer match about $223,434 at 4% or $148,956 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$649,603$71,499$17,875iApproximate average salary by contribution assumption: employee only about $446,869 at 4% or $297,913 at 6%; with 50% employer match about $297,913 at 4% or $198,608 at 6%; with 100% employer match about $223,434 at 4% or $148,956 at 6%.
201514$538,291$71,558$17,890iApproximate average salary by contribution assumption: employee only about $447,238 at 4% or $298,158 at 6%; with 50% employer match about $298,158 at 4% or $198,772 at 6%; with 100% employer match about $223,619 at 4% or $149,079 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$538,291$71,558$17,890iApproximate average salary by contribution assumption: employee only about $447,238 at 4% or $298,158 at 6%; with 50% employer match about $298,158 at 4% or $198,772 at 6%; with 100% employer match about $223,619 at 4% or $149,079 at 6%.
201414$557,665$76,764$19,191iApproximate average salary by contribution assumption: employee only about $479,775 at 4% or $319,850 at 6%; with 50% employer match about $319,850 at 4% or $213,233 at 6%; with 100% employer match about $239,888 at 4% or $159,925 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$557,665$76,764$19,191iApproximate average salary by contribution assumption: employee only about $479,775 at 4% or $319,850 at 6%; with 50% employer match about $319,850 at 4% or $213,233 at 6%; with 100% employer match about $239,888 at 4% or $159,925 at 6%.
201315$532,851$104,094$20,819iApproximate average salary by contribution assumption: employee only about $520,470 at 4% or $346,980 at 6%; with 50% employer match about $346,980 at 4% or $231,320 at 6%; with 100% employer match about $260,235 at 4% or $173,490 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$532,851$104,094$20,819iApproximate average salary by contribution assumption: employee only about $520,470 at 4% or $346,980 at 6%; with 50% employer match about $346,980 at 4% or $231,320 at 6%; with 100% employer match about $260,235 at 4% or $173,490 at 6%.
201215$392,957$45,720$9,144iApproximate average salary by contribution assumption: employee only about $228,600 at 4% or $152,400 at 6%; with 50% employer match about $152,400 at 4% or $101,600 at 6%; with 100% employer match about $114,300 at 4% or $76,200 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$392,957$45,720$9,144iApproximate average salary by contribution assumption: employee only about $228,600 at 4% or $152,400 at 6%; with 50% employer match about $152,400 at 4% or $101,600 at 6%; with 100% employer match about $114,300 at 4% or $76,200 at 6%.
201115$341,520$45,320$9,064iApproximate average salary by contribution assumption: employee only about $226,600 at 4% or $151,067 at 6%; with 50% employer match about $151,067 at 4% or $100,711 at 6%; with 100% employer match about $113,300 at 4% or $75,533 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$341,520$45,320$9,064iApproximate average salary by contribution assumption: employee only about $226,600 at 4% or $151,067 at 6%; with 50% employer match about $151,067 at 4% or $100,711 at 6%; with 100% employer match about $113,300 at 4% or $75,533 at 6%.
201015$301,959$39,500$7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$301,959$39,500$7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%.
200915$247,498$12,750$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$247,498$12,750$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
200815$224,465$12,284$2,457iApproximate average salary by contribution assumption: employee only about $61,420 at 4% or $40,947 at 6%; with 50% employer match about $40,947 at 4% or $27,298 at 6%; with 100% employer match about $30,710 at 4% or $20,473 at 6%.
Private Protfolios Inc. Profit Sharing Plan-5$224,465$12,284$2,457iApproximate average salary by contribution assumption: employee only about $61,420 at 4% or $40,947 at 6%; with 50% employer match about $40,947 at 4% or $27,298 at 6%; with 100% employer match about $30,710 at 4% or $20,473 at 6%.
200714$300,510$37,270$9,318iApproximate average salary by contribution assumption: employee only about $232,938 at 4% or $155,292 at 6%; with 50% employer match about $155,292 at 4% or $103,528 at 6%; with 100% employer match about $116,469 at 4% or $77,646 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$300,510$37,270$9,318iApproximate average salary by contribution assumption: employee only about $232,938 at 4% or $155,292 at 6%; with 50% employer match about $155,292 at 4% or $103,528 at 6%; with 100% employer match about $116,469 at 4% or $77,646 at 6%.
200614$256,676$20,790$5,198iApproximate average salary by contribution assumption: employee only about $129,938 at 4% or $86,625 at 6%; with 50% employer match about $86,625 at 4% or $57,750 at 6%; with 100% employer match about $64,969 at 4% or $43,313 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$256,676$20,790$5,198iApproximate average salary by contribution assumption: employee only about $129,938 at 4% or $86,625 at 6%; with 50% employer match about $86,625 at 4% or $57,750 at 6%; with 100% employer match about $64,969 at 4% or $43,313 at 6%.
200514$196,552$42,500$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$196,552$42,500$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
200414$150,752$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$150,752$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200314$91,519$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Private Protfolios Inc. Profit Sharing Plan-4$91,519$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200214$59,510$0-
Private Protfolios Inc. Profit Sharing Plan-4$59,510--
200114$0$0-
Private Protfolios Inc. Profit Sharing Plan-4---
200014$0$0-
Private Protfolios Inc. Profit Sharing Plan-4---
199913$81,706$35,354$11,785iApproximate average salary by contribution assumption: employee only about $294,617 at 4% or $196,411 at 6%; with 50% employer match about $196,411 at 4% or $130,941 at 6%; with 100% employer match about $147,308 at 4% or $98,206 at 6%.
Private Protfolios Inc. Profit Sharing Plan-3$81,706$35,354$11,785iApproximate average salary by contribution assumption: employee only about $294,617 at 4% or $196,411 at 6%; with 50% employer match about $196,411 at 4% or $130,941 at 6%; with 100% employer match about $147,308 at 4% or $98,206 at 6%.