Portfolio, Inc.

Missouri
Registered In
07/17/1989
Incorp. Date

Company Summary

Portfolio, Inc. at 2029 E Fair Ave, Saint Louis, Mo 63107-1021 lists Ivan James, of Manchester, MO and Mathew Davis, of Palm Cost, FL as associates.

Overview

Registered In
Missouri
Incorporation Date
Company Type
Nonprofit Corporation
Status
Good Standing
Registration Type
Domestic
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People

Robert A. Powell Registered Agent
2029 E FAIR, SAINT LOUIS, MO 63107
Ivan James, President
414 ROYAL VILLAGE DR, MANCHESTER, MO 63011
Mathew Davis, Director
13 EDGELY LN, PALM COST, FL 32164
Don Cook, Director
677 DOUGHERY TERRACE DR, SAINT LOUIS, MO 63021
Ivan James, Director
414 ROYAL VILLAGE DR, MANCHESTER, MO 63011
Richard Atkins, Director
4144 LINDELL BLVD # 404, SAINT LOUIS, MO 63108
Richard Atkins, Secretary
4144 LINDELL BLVD # 404, SAINT LOUIS, MO 63103
Mathew Davis, Treasurer
13 EDGELY LN, PALM COAST, FL 32164
Showing 10 of 15 associates. Create a free account to view the complete list and historical changes.

Map & Locations

2029 E FAIR AVE, SAINT LOUIS, MO 63107-1021 View Map
3514 DELMAR STE B, SAINT LOUIS, MO 63103 View Map
Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Portfolio, Inc.

Form 5500

PORTFOLIO INC

2029 E Fair Avenue, ST Louis, Mo 63107 (314) 265-0432 EIN:43-1526991 Plan Admin:Robert A. Powell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 0 Assets BOY/EOY$91,491 / $0 2023 PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 0 $91,491 / $0
2021 Plan NamePORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$92,621 / $107,260 2021 PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $92,621 / $107,260
2019 Plan NamePORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$45,800 / $67,437 2019 PORTFOLIO INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $45,800 / $67,437
Benefit & Retirement Plans based on Form 5500.
Form 990

PORTFOLIO INC

2029 E Fair Ave, Saint Louis, Mo 63107-1021 EIN:43-1526991 Deductibility:Contributions are deductible Classification:Charitable Organization
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps Contributions$518 Revenue$30,001 Expenses$35,176 Assets EOY$337 Liabilities$0 2022 $518 $30,001 $35,176 $337 $0
2021 # of Emps Contributions$3,822 Revenue$11,439 Expenses$4,066 Assets EOY$5,512 Liabilities$0 2021 $3,822 $11,439 $4,066 $5,512 $0
2020 # of Emps Contributions$12,469 Revenue$12,469 Expenses$52,822 Assets EOY$1,103 Liabilities$0 2020 $12,469 $12,469 $52,822 $1,103 $0
2019 # of Emps Contributions$19,096 Revenue$19,096 Expenses$61,016 Assets EOY$41,456 Liabilities$0 2019 $19,096 $19,096 $61,016 $41,456 $0
2018 # of Emps Contributions$11,454 Revenue$18,718 Expenses$136,177 Assets EOY$83,376 Liabilities$0 2018 $11,454 $18,718 $136,177 $83,376 $0
Tax Returns based on Form 990 & 990N.

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Address Match:3514 Delmar Saint Louis, MO
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Person/City Match:Ivan James - Manchester, MO
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Sources

The following government agencies have contributed data:

• Missouri Secretary of State • U.S. Department of Labor • Internal Revenue Service
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