Civic Intelligence

The Gartrell Group Inc.

Plan context: The Gartrell Group Inc.Retirement Trust

EIN 20-0642725 • Portland, OR • 17 filings • 3 plans

1300 SE Stark StSuite 304Portland, OR 97214
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$918,252

2024 Contributions

$126,104

Historical Graphs

Total Assets Over Time

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

$918,252$459,126$0200820162024YearValue
$918,252Latest year 2024

Participants Over Time

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

20100200820162024YearValue
20Latest 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
2024120$918,252$126,104$6,305iApproximate average salary by contribution assumption: employee only about $157,630 at 4% or $105,087 at 6%; with 50% employer match about $105,087 at 4% or $70,058 at 6%; with 100% employer match about $78,815 at 4% or $52,543 at 6%.
The Gartrell Group Inc.Retirement Trust-20$918,252$126,104$6,305iApproximate average salary by contribution assumption: employee only about $157,630 at 4% or $105,087 at 6%; with 50% employer match about $105,087 at 4% or $70,058 at 6%; with 100% employer match about $78,815 at 4% or $52,543 at 6%.
2023119$752,716$160,748$8,460iApproximate average salary by contribution assumption: employee only about $211,511 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,005 at 6%; with 100% employer match about $105,755 at 4% or $70,504 at 6%.
The Gartrell Group Inc.Retirement Trust-19$752,716$160,748$8,460iApproximate average salary by contribution assumption: employee only about $211,511 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,005 at 6%; with 100% employer match about $105,755 at 4% or $70,504 at 6%.
2022116$476,708$195,378$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,519 at 6%; with 50% employer match about $203,519 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
The Gartrell Group Inc.Retirement Trust-16$476,708$195,378$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,519 at 6%; with 50% employer match about $203,519 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
2021112$333,555$27,435$2,286iApproximate average salary by contribution assumption: employee only about $57,156 at 4% or $38,104 at 6%; with 50% employer match about $38,104 at 4% or $25,403 at 6%; with 100% employer match about $28,578 at 4% or $19,052 at 6%.
The Gartrell Group Inc.Retirement Trust-12$333,555$27,435$2,286iApproximate average salary by contribution assumption: employee only about $57,156 at 4% or $38,104 at 6%; with 50% employer match about $38,104 at 4% or $25,403 at 6%; with 100% employer match about $28,578 at 4% or $19,052 at 6%.
2020110$250,144$19,910$1,991iApproximate average salary by contribution assumption: employee only about $49,775 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,888 at 4% or $16,592 at 6%.
The Gartrell Group Inc.Retirement Trust-10$250,144$19,910$1,991iApproximate average salary by contribution assumption: employee only about $49,775 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,888 at 4% or $16,592 at 6%.
201918$491,613$20,593$2,574iApproximate average salary by contribution assumption: employee only about $64,353 at 4% or $42,902 at 6%; with 50% employer match about $42,902 at 4% or $28,601 at 6%; with 100% employer match about $32,177 at 4% or $21,451 at 6%.
The Gartrell Group Inc.Retirement Trust-8$491,613$20,593$2,574iApproximate average salary by contribution assumption: employee only about $64,353 at 4% or $42,902 at 6%; with 50% employer match about $42,902 at 4% or $28,601 at 6%; with 100% employer match about $32,177 at 4% or $21,451 at 6%.
201819$433,481$23,983$2,665iApproximate average salary by contribution assumption: employee only about $66,619 at 4% or $44,413 at 6%; with 50% employer match about $44,413 at 4% or $29,609 at 6%; with 100% employer match about $33,310 at 4% or $22,206 at 6%.
The Gartrell Group Inc.Retirement Trust-9$433,481$23,983$2,665iApproximate average salary by contribution assumption: employee only about $66,619 at 4% or $44,413 at 6%; with 50% employer match about $44,413 at 4% or $29,609 at 6%; with 100% employer match about $33,310 at 4% or $22,206 at 6%.
201719$528,536$64,571$7,175iApproximate average salary by contribution assumption: employee only about $179,364 at 4% or $119,576 at 6%; with 50% employer match about $119,576 at 4% or $79,717 at 6%; with 100% employer match about $89,682 at 4% or $59,788 at 6%.
The Gartrell Group Inc.Retirement Trust-9$528,536$64,571$7,175iApproximate average salary by contribution assumption: employee only about $179,364 at 4% or $119,576 at 6%; with 50% employer match about $119,576 at 4% or $79,717 at 6%; with 100% employer match about $89,682 at 4% or $59,788 at 6%.
201616$386,435$19,969$3,328iApproximate average salary by contribution assumption: employee only about $83,204 at 4% or $55,469 at 6%; with 50% employer match about $55,469 at 4% or $36,980 at 6%; with 100% employer match about $41,602 at 4% or $27,735 at 6%.
The Gartrell Group Inc.Retirement Trust-6$386,435$19,969$3,328iApproximate average salary by contribution assumption: employee only about $83,204 at 4% or $55,469 at 6%; with 50% employer match about $55,469 at 4% or $36,980 at 6%; with 100% employer match about $41,602 at 4% or $27,735 at 6%.
201516$331,935$41,652$6,942iApproximate average salary by contribution assumption: employee only about $173,550 at 4% or $115,700 at 6%; with 50% employer match about $115,700 at 4% or $77,133 at 6%; with 100% employer match about $86,775 at 4% or $57,850 at 6%.
The Gartrell Group Inc.Retirement Trust-6$331,935$41,652$6,942iApproximate average salary by contribution assumption: employee only about $173,550 at 4% or $115,700 at 6%; with 50% employer match about $115,700 at 4% or $77,133 at 6%; with 100% employer match about $86,775 at 4% or $57,850 at 6%.
201416$337,238$41,629$6,938iApproximate average salary by contribution assumption: employee only about $173,454 at 4% or $115,636 at 6%; with 50% employer match about $115,636 at 4% or $77,091 at 6%; with 100% employer match about $86,727 at 4% or $57,818 at 6%.
The Gartrell Group Inc.Retirement Trust-6$337,238$41,629$6,938iApproximate average salary by contribution assumption: employee only about $173,454 at 4% or $115,636 at 6%; with 50% employer match about $115,636 at 4% or $77,091 at 6%; with 100% employer match about $86,727 at 4% or $57,818 at 6%.
201315$274,051$39,900$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
The Gartrell Group Inc.Retirement Trust-5$274,051$39,900$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
201215$180,478$34,308$6,862iApproximate average salary by contribution assumption: employee only about $171,540 at 4% or $114,360 at 6%; with 50% employer match about $114,360 at 4% or $76,240 at 6%; with 100% employer match about $85,770 at 4% or $57,180 at 6%.
The Gartrell Group Inc.Retirement Trust-5$180,478$34,308$6,862iApproximate average salary by contribution assumption: employee only about $171,540 at 4% or $114,360 at 6%; with 50% employer match about $114,360 at 4% or $76,240 at 6%; with 100% employer match about $85,770 at 4% or $57,180 at 6%.
201114$123,036$28,439$7,110iApproximate average salary by contribution assumption: employee only about $177,744 at 4% or $118,496 at 6%; with 50% employer match about $118,496 at 4% or $78,997 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
The Gartrell Group Inc.Retirement Trust-4$123,036$28,439$7,110iApproximate average salary by contribution assumption: employee only about $177,744 at 4% or $118,496 at 6%; with 50% employer match about $118,496 at 4% or $78,997 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
201013$98,565$19,424$6,475iApproximate average salary by contribution assumption: employee only about $161,867 at 4% or $107,911 at 6%; with 50% employer match about $107,911 at 4% or $71,941 at 6%; with 100% employer match about $80,933 at 4% or $53,956 at 6%.
The Gartrell Group Inc.Retirement Trust-3$98,565$19,424$6,475iApproximate average salary by contribution assumption: employee only about $161,867 at 4% or $107,911 at 6%; with 50% employer match about $107,911 at 4% or $71,941 at 6%; with 100% employer match about $80,933 at 4% or $53,956 at 6%.
200913$65,854$37,212$12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%.
The Gartrell Group Inc.Retirement Trust-3$65,854$37,212$12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%.
200813$14,095$15,952$5,317iApproximate average salary by contribution assumption: employee only about $132,933 at 4% or $88,622 at 6%; with 50% employer match about $88,622 at 4% or $59,081 at 6%; with 100% employer match about $66,467 at 4% or $44,311 at 6%.
The Gartrell Group Inc.Retirement Trust-3$14,095$15,952$5,317iApproximate average salary by contribution assumption: employee only about $132,933 at 4% or $88,622 at 6%; with 50% employer match about $88,622 at 4% or $59,081 at 6%; with 100% employer match about $66,467 at 4% or $44,311 at 6%.