Civic Intelligence

OCHOCO WEST, LLC

Plan context: OCHOCO WEST, LLC RETIREMENT TRUST

EIN 20-1826952 • Boise, ID • 25 filings • 3 plans

5991 W. State St., Suite BBoise, ID 83703
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$7,083,613

2024 Contributions

$378,629

Historical Graphs

Total Assets Over Time

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

$7,083,613$3,541,807$0200720182024YearValue
$7,083,613Latest year 2024

Participants Over Time

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

1470200720182024YearValue
12Latest 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
2024212$7,083,613$378,629$31,552iApproximate average salary by contribution assumption: employee only about $788,810 at 4% or $525,874 at 6%; with 50% employer match about $525,874 at 4% or $350,582 at 6%; with 100% employer match about $394,405 at 4% or $262,937 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-12$4,670,790$347,159$28,930iApproximate average salary by contribution assumption: employee only about $723,248 at 4% or $482,165 at 6%; with 50% employer match about $482,165 at 4% or $321,444 at 6%; with 100% employer match about $361,624 at 4% or $241,083 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-10$2,412,823$31,470$3,147iApproximate average salary by contribution assumption: employee only about $78,675 at 4% or $52,450 at 6%; with 50% employer match about $52,450 at 4% or $34,967 at 6%; with 100% employer match about $39,338 at 4% or $26,225 at 6%.
2023214$6,248,750$590,161$42,154iApproximate average salary by contribution assumption: employee only about $1,053,859 at 4% or $702,573 at 6%; with 50% employer match about $702,573 at 4% or $468,382 at 6%; with 100% employer match about $526,929 at 4% or $351,286 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-14$4,102,484$417,412$29,815iApproximate average salary by contribution assumption: employee only about $745,379 at 4% or $496,919 at 6%; with 50% employer match about $496,919 at 4% or $331,279 at 6%; with 100% employer match about $372,689 at 4% or $248,460 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-11$2,146,266$172,749$15,704iApproximate average salary by contribution assumption: employee only about $392,611 at 4% or $261,741 at 6%; with 50% employer match about $261,741 at 4% or $174,494 at 6%; with 100% employer match about $196,306 at 4% or $130,870 at 6%.
2022212$4,917,681$724,340$60,362iApproximate average salary by contribution assumption: employee only about $1,509,042 at 4% or $1,006,028 at 6%; with 50% employer match about $1,006,028 at 4% or $670,685 at 6%; with 100% employer match about $754,521 at 4% or $503,014 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-12$3,148,760$427,140$35,595iApproximate average salary by contribution assumption: employee only about $889,875 at 4% or $593,250 at 6%; with 50% employer match about $593,250 at 4% or $395,500 at 6%; with 100% employer match about $444,938 at 4% or $296,625 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-10$1,768,921$297,200$29,720iApproximate average salary by contribution assumption: employee only about $743,000 at 4% or $495,333 at 6%; with 50% employer match about $495,333 at 4% or $330,222 at 6%; with 100% employer match about $371,500 at 4% or $247,667 at 6%.
2021213$4,965,398$654,849$50,373iApproximate average salary by contribution assumption: employee only about $1,259,325 at 4% or $839,550 at 6%; with 50% employer match about $839,550 at 4% or $559,700 at 6%; with 100% employer match about $629,663 at 4% or $419,775 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-13$3,299,004$503,452$38,727iApproximate average salary by contribution assumption: employee only about $968,177 at 4% or $645,451 at 6%; with 50% employer match about $645,451 at 4% or $430,301 at 6%; with 100% employer match about $484,088 at 4% or $322,726 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-11$1,666,394$151,397$13,763iApproximate average salary by contribution assumption: employee only about $344,084 at 4% or $229,389 at 6%; with 50% employer match about $229,389 at 4% or $152,926 at 6%; with 100% employer match about $172,042 at 4% or $114,695 at 6%.
2020212$3,904,893$453,342$37,779iApproximate average salary by contribution assumption: employee only about $944,463 at 4% or $629,642 at 6%; with 50% employer match about $629,642 at 4% or $419,761 at 6%; with 100% employer match about $472,231 at 4% or $314,821 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-12$2,535,417$281,660$23,472iApproximate average salary by contribution assumption: employee only about $586,792 at 4% or $391,194 at 6%; with 50% employer match about $391,194 at 4% or $260,796 at 6%; with 100% employer match about $293,396 at 4% or $195,597 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-12$1,369,476$171,682$14,307iApproximate average salary by contribution assumption: employee only about $357,671 at 4% or $238,447 at 6%; with 50% employer match about $238,447 at 4% or $158,965 at 6%; with 100% employer match about $178,835 at 4% or $119,224 at 6%.
2019211$3,090,551$501,095$45,554iApproximate average salary by contribution assumption: employee only about $1,138,852 at 4% or $759,235 at 6%; with 50% employer match about $759,235 at 4% or $506,157 at 6%; with 100% employer match about $569,426 at 4% or $379,617 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-11$1,979,573$254,895$23,172iApproximate average salary by contribution assumption: employee only about $579,307 at 4% or $386,205 at 6%; with 50% employer match about $386,205 at 4% or $257,470 at 6%; with 100% employer match about $289,653 at 4% or $193,102 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-11$1,110,978$246,200$22,382iApproximate average salary by contribution assumption: employee only about $559,545 at 4% or $373,030 at 6%; with 50% employer match about $373,030 at 4% or $248,687 at 6%; with 100% employer match about $279,773 at 4% or $186,515 at 6%.
2018210$2,282,469$536,436$53,644iApproximate average salary by contribution assumption: employee only about $1,341,090 at 4% or $894,060 at 6%; with 50% employer match about $894,060 at 4% or $596,040 at 6%; with 100% employer match about $670,545 at 4% or $447,030 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-10$1,518,188$269,732$26,973iApproximate average salary by contribution assumption: employee only about $674,330 at 4% or $449,553 at 6%; with 50% employer match about $449,553 at 4% or $299,702 at 6%; with 100% employer match about $337,165 at 4% or $224,777 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-10$764,281$266,704$26,670iApproximate average salary by contribution assumption: employee only about $666,760 at 4% or $444,507 at 6%; with 50% employer match about $444,507 at 4% or $296,338 at 6%; with 100% employer match about $333,380 at 4% or $222,253 at 6%.
201728$1,856,291$353,651$44,206iApproximate average salary by contribution assumption: employee only about $1,105,159 at 4% or $736,773 at 6%; with 50% employer match about $736,773 at 4% or $491,182 at 6%; with 100% employer match about $552,580 at 4% or $368,386 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-8$1,331,644$188,667$23,583iApproximate average salary by contribution assumption: employee only about $589,584 at 4% or $393,056 at 6%; with 50% employer match about $393,056 at 4% or $262,038 at 6%; with 100% employer match about $294,792 at 4% or $196,528 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-8$524,647$164,984$20,623iApproximate average salary by contribution assumption: employee only about $515,575 at 4% or $343,717 at 6%; with 50% employer match about $343,717 at 4% or $229,144 at 6%; with 100% employer match about $257,788 at 4% or $171,858 at 6%.
201629$1,366,589$880,868$97,874iApproximate average salary by contribution assumption: employee only about $2,446,856 at 4% or $1,631,237 at 6%; with 50% employer match about $1,631,237 at 4% or $1,087,491 at 6%; with 100% employer match about $1,223,428 at 4% or $815,619 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-9$1,029,805$720,613$80,068iApproximate average salary by contribution assumption: employee only about $2,001,703 at 4% or $1,334,469 at 6%; with 50% employer match about $1,334,469 at 4% or $889,646 at 6%; with 100% employer match about $1,000,851 at 4% or $667,234 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-8$336,784$160,255$20,032iApproximate average salary by contribution assumption: employee only about $500,797 at 4% or $333,865 at 6%; with 50% employer match about $333,865 at 4% or $222,576 at 6%; with 100% employer match about $250,398 at 4% or $166,932 at 6%.
201528$425,635$352,306$44,038iApproximate average salary by contribution assumption: employee only about $1,100,956 at 4% or $733,971 at 6%; with 50% employer match about $733,971 at 4% or $489,314 at 6%; with 100% employer match about $550,478 at 4% or $366,985 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-8$264,245$190,916$23,865iApproximate average salary by contribution assumption: employee only about $596,613 at 4% or $397,742 at 6%; with 50% employer match about $397,742 at 4% or $265,161 at 6%; with 100% employer match about $298,306 at 4% or $198,871 at 6%.
OCHOCO WEST, LLC CASH BALANCE PLAN-8$161,390$161,390$20,174iApproximate average salary by contribution assumption: employee only about $504,344 at 4% or $336,229 at 6%; with 50% employer match about $336,229 at 4% or $224,153 at 6%; with 100% employer match about $252,172 at 4% or $168,115 at 6%.
201416$73,087$72,172$12,029iApproximate average salary by contribution assumption: employee only about $300,717 at 4% or $200,478 at 6%; with 50% employer match about $200,478 at 4% or $133,652 at 6%; with 100% employer match about $150,358 at 4% or $100,239 at 6%.
OCHOCO WEST, LLC RETIREMENT TRUST-6$73,087$72,172$12,029iApproximate average salary by contribution assumption: employee only about $300,717 at 4% or $200,478 at 6%; with 50% employer match about $200,478 at 4% or $133,652 at 6%; with 100% employer match about $150,358 at 4% or $100,239 at 6%.
201010$0$0-
OCHOCO WEST RETIREMENT PLAN-0$0$0-
200916$72,550$5,614$936iApproximate average salary by contribution assumption: employee only about $23,392 at 4% or $15,594 at 6%; with 50% employer match about $15,594 at 4% or $10,396 at 6%; with 100% employer match about $11,696 at 4% or $7,797 at 6%.
OCHOCO WEST RETIREMENT PLAN-6$72,550$5,614$936iApproximate average salary by contribution assumption: employee only about $23,392 at 4% or $15,594 at 6%; with 50% employer match about $15,594 at 4% or $10,396 at 6%; with 100% employer match about $11,696 at 4% or $7,797 at 6%.
200816$55,610$39,036$6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%.
OCHOCO WEST RETIREMENT PLAN-6$55,610$39,036$6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%.
200717$39,674$38,708$5,530iApproximate average salary by contribution assumption: employee only about $138,243 at 4% or $92,162 at 6%; with 50% employer match about $92,162 at 4% or $61,441 at 6%; with 100% employer match about $69,121 at 4% or $46,081 at 6%.
OCHOCO WEST RETIREMENT PLAN-7$39,674$38,708$5,530iApproximate average salary by contribution assumption: employee only about $138,243 at 4% or $92,162 at 6%; with 50% employer match about $92,162 at 4% or $61,441 at 6%; with 100% employer match about $69,121 at 4% or $46,081 at 6%.