Civic Intelligence

Clarke Balcom Law

Plan context: Clarke Balcom Law 401(K) Plan & Trust

EIN 20-0834405 • Portland, OR • 10 filings • 1 plans

PO Box 82651Portland, OR 97282
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$272,928

2022 Contributions

$11,552

Historical Graphs

Total Assets Over Time

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

$272,928$136,464$0201320172021YearValue
$272,928Latest year 2021

Participants Over Time

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

840201320172021YearValue
6Latest year 2021

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
202210$0$0-
Clarke Balcom Law 401(K) Plan & Trust-0$0$0-
202116$272,928$0-
Clarke Balcom Law 401(K) Plan & Trust-6$272,928$0-
202016$230,480$11,552$1,925iApproximate average salary by contribution assumption: employee only about $48,133 at 4% or $32,089 at 6%; with 50% employer match about $32,089 at 4% or $21,393 at 6%; with 100% employer match about $24,067 at 4% or $16,044 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-6$230,480$11,552$1,925iApproximate average salary by contribution assumption: employee only about $48,133 at 4% or $32,089 at 6%; with 50% employer match about $32,089 at 4% or $21,393 at 6%; with 100% employer match about $24,067 at 4% or $16,044 at 6%.
201918$195,722$47,652$5,957iApproximate average salary by contribution assumption: employee only about $148,913 at 4% or $99,275 at 6%; with 50% employer match about $99,275 at 4% or $66,183 at 6%; with 100% employer match about $74,456 at 4% or $49,638 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-8$195,722$47,652$5,957iApproximate average salary by contribution assumption: employee only about $148,913 at 4% or $99,275 at 6%; with 50% employer match about $99,275 at 4% or $66,183 at 6%; with 100% employer match about $74,456 at 4% or $49,638 at 6%.
201818$120,712$21,734$2,717iApproximate average salary by contribution assumption: employee only about $67,919 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,959 at 4% or $22,640 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-8$120,712$21,734$2,717iApproximate average salary by contribution assumption: employee only about $67,919 at 4% or $45,279 at 6%; with 50% employer match about $45,279 at 4% or $30,186 at 6%; with 100% employer match about $33,959 at 4% or $22,640 at 6%.
201717$104,599$26,179$3,740iApproximate average salary by contribution assumption: employee only about $93,496 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,165 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-7$104,599$26,179$3,740iApproximate average salary by contribution assumption: employee only about $93,496 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,165 at 6%.
201617$64,351$22,142$3,163iApproximate average salary by contribution assumption: employee only about $79,079 at 4% or $52,719 at 6%; with 50% employer match about $52,719 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,360 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-7$64,351$22,142$3,163iApproximate average salary by contribution assumption: employee only about $79,079 at 4% or $52,719 at 6%; with 50% employer match about $52,719 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,360 at 6%.
201515$38,456$14,398$2,880iApproximate average salary by contribution assumption: employee only about $71,990 at 4% or $47,993 at 6%; with 50% employer match about $47,993 at 4% or $31,996 at 6%; with 100% employer match about $35,995 at 4% or $23,997 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-5$38,456$14,398$2,880iApproximate average salary by contribution assumption: employee only about $71,990 at 4% or $47,993 at 6%; with 50% employer match about $47,993 at 4% or $31,996 at 6%; with 100% employer match about $35,995 at 4% or $23,997 at 6%.
201415$26,847$14,861$2,972iApproximate average salary by contribution assumption: employee only about $74,305 at 4% or $49,537 at 6%; with 50% employer match about $49,537 at 4% or $33,024 at 6%; with 100% employer match about $37,153 at 4% or $24,768 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-5$26,847$14,861$2,972iApproximate average salary by contribution assumption: employee only about $74,305 at 4% or $49,537 at 6%; with 50% employer match about $49,537 at 4% or $33,024 at 6%; with 100% employer match about $37,153 at 4% or $24,768 at 6%.
201316$14,705$16,881$2,814iApproximate average salary by contribution assumption: employee only about $70,338 at 4% or $46,892 at 6%; with 50% employer match about $46,892 at 4% or $31,261 at 6%; with 100% employer match about $35,169 at 4% or $23,446 at 6%.
Clarke Balcom Law 401(K) Plan & Trust-6$14,705$16,881$2,814iApproximate average salary by contribution assumption: employee only about $70,338 at 4% or $46,892 at 6%; with 50% employer match about $46,892 at 4% or $31,261 at 6%; with 100% employer match about $35,169 at 4% or $23,446 at 6%.
Clarke Balcom Law | EIN 20-0834405 | 2022 Form 5500 Company Profile