Civic Intelligence

Price Financial Group Inc.

Plan context: Price Financial Group 401(K) Plan

EIN 20-1210519 • Portland, OR • 12 filings • 5 plans

7160 SW Fir Loop, Ste 201Portland, OR 97223-8068
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$637,915

2024 Contributions

$241,948

Historical Graphs

Total Assets Over Time

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

$637,915$318,958$0200820122024YearValue
$637,915Latest year 2024

Participants Over Time

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

950200720122024YearValue
9Latest 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
202419$637,915$241,948$26,883iApproximate average salary by contribution assumption: employee only about $672,078 at 4% or $448,052 at 6%; with 50% employer match about $448,052 at 4% or $298,701 at 6%; with 100% employer match about $336,039 at 4% or $224,026 at 6%.
Price Financial Group 401(K) Plan-9$637,915$241,948$26,883iApproximate average salary by contribution assumption: employee only about $672,078 at 4% or $448,052 at 6%; with 50% employer match about $448,052 at 4% or $298,701 at 6%; with 100% employer match about $336,039 at 4% or $224,026 at 6%.
202319$405,628$101,823$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.
Price Financial Group 401(K) Plan-9$405,628$101,823$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.
202219$254,002$262,068$29,119iApproximate average salary by contribution assumption: employee only about $727,967 at 4% or $485,311 at 6%; with 50% employer match about $485,311 at 4% or $323,541 at 6%; with 100% employer match about $363,983 at 4% or $242,656 at 6%.
Price Financial Group 401(K) Plan-9$254,002$262,068$29,119iApproximate average salary by contribution assumption: employee only about $727,967 at 4% or $485,311 at 6%; with 50% employer match about $485,311 at 4% or $323,541 at 6%; with 100% employer match about $363,983 at 4% or $242,656 at 6%.
201810$0$0-
PRICE FINANCIAL GROUP, INC. 401(K) PLAN-0$0$0-
201410$0$1,910-
Price Financial Group 401(K) Plan-0$0$1,910-
201313$240,032$48,105$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.
Price Financial Group 401(K) Plan-3$240,032$48,105$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.
201211$168,466$9,214$9,214iApproximate average salary by contribution assumption: employee only about $230,350 at 4% or $153,567 at 6%; with 50% employer match about $153,567 at 4% or $102,378 at 6%; with 100% employer match about $115,175 at 4% or $76,783 at 6%.
Price Financial Group 401(K) Plan-1$168,466$9,214$9,214iApproximate average salary by contribution assumption: employee only about $230,350 at 4% or $153,567 at 6%; with 50% employer match about $153,567 at 4% or $102,378 at 6%; with 100% employer match about $115,175 at 4% or $76,783 at 6%.
201111$145,098$8,854$8,854iApproximate average salary by contribution assumption: employee only about $221,350 at 4% or $147,567 at 6%; with 50% employer match about $147,567 at 4% or $98,378 at 6%; with 100% employer match about $110,675 at 4% or $73,783 at 6%.
Price Financial Group 401(K) Plan-1$145,098$8,854$8,854iApproximate average salary by contribution assumption: employee only about $221,350 at 4% or $147,567 at 6%; with 50% employer match about $147,567 at 4% or $98,378 at 6%; with 100% employer match about $110,675 at 4% or $73,783 at 6%.
201011$132,792$6,284$6,284iApproximate average salary by contribution assumption: employee only about $157,100 at 4% or $104,733 at 6%; with 50% employer match about $104,733 at 4% or $69,822 at 6%; with 100% employer match about $78,550 at 4% or $52,367 at 6%.
Price Financial Group 401(K) Plan-1$132,792$6,284$6,284iApproximate average salary by contribution assumption: employee only about $157,100 at 4% or $104,733 at 6%; with 50% employer match about $104,733 at 4% or $69,822 at 6%; with 100% employer match about $78,550 at 4% or $52,367 at 6%.
200911$110,489$8,253$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
Price Financial Group 401(K) Plan-1$110,489$8,253$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
200813$82,399$20,960$6,987iApproximate average salary by contribution assumption: employee only about $174,667 at 4% or $116,444 at 6%; with 50% employer match about $116,444 at 4% or $77,630 at 6%; with 100% employer match about $87,333 at 4% or $58,222 at 6%.
Price Financial Group 401(K) Plan-3$82,399$20,960$6,987iApproximate average salary by contribution assumption: employee only about $174,667 at 4% or $116,444 at 6%; with 50% employer match about $116,444 at 4% or $77,630 at 6%; with 100% employer match about $87,333 at 4% or $58,222 at 6%.
200713$0$0-
Price Financial Group 401(K) Plan-3---