Johnstone Financial Advisors
Plan context: JOHNSTONE FINANCIAL ADVISORS I 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-3423576 • Lake Oswego, OR • 16 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
10
2021 Assets
$1,192,384
2021 Contributions
$122,582
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| JOHNSTONE FINANCIAL ADVISORS I 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2020 | 1 | 10 | $1,192,384 | $122,582 | $12,258iApproximate average salary by contribution assumption: employee only about $306,455 at 4% or $204,303 at 6%; with 50% employer match about $204,303 at 4% or $136,202 at 6%; with 100% employer match about $153,228 at 4% or $102,152 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $1,192,384 | $122,582 | $12,258iApproximate average salary by contribution assumption: employee only about $306,455 at 4% or $204,303 at 6%; with 50% employer match about $204,303 at 4% or $136,202 at 6%; with 100% employer match about $153,228 at 4% or $102,152 at 6%. |
| 2019 | 1 | 10 | $955,033 | $73,247 | $7,325iApproximate average salary by contribution assumption: employee only about $183,118 at 4% or $122,078 at 6%; with 50% employer match about $122,078 at 4% or $81,386 at 6%; with 100% employer match about $91,559 at 4% or $61,039 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $955,033 | $73,247 | $7,325iApproximate average salary by contribution assumption: employee only about $183,118 at 4% or $122,078 at 6%; with 50% employer match about $122,078 at 4% or $81,386 at 6%; with 100% employer match about $91,559 at 4% or $61,039 at 6%. |
| 2018 | 1 | 10 | $726,783 | $127,176 | $12,718iApproximate average salary by contribution assumption: employee only about $317,940 at 4% or $211,960 at 6%; with 50% employer match about $211,960 at 4% or $141,307 at 6%; with 100% employer match about $158,970 at 4% or $105,980 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 10 | $726,783 | $127,176 | $12,718iApproximate average salary by contribution assumption: employee only about $317,940 at 4% or $211,960 at 6%; with 50% employer match about $211,960 at 4% or $141,307 at 6%; with 100% employer match about $158,970 at 4% or $105,980 at 6%. |
| 2017 | 1 | 11 | $684,756 | $118,420 | $10,765iApproximate average salary by contribution assumption: employee only about $269,136 at 4% or $179,424 at 6%; with 50% employer match about $179,424 at 4% or $119,616 at 6%; with 100% employer match about $134,568 at 4% or $89,712 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 11 | $684,756 | $118,420 | $10,765iApproximate average salary by contribution assumption: employee only about $269,136 at 4% or $179,424 at 6%; with 50% employer match about $179,424 at 4% or $119,616 at 6%; with 100% employer match about $134,568 at 4% or $89,712 at 6%. |
| 2016 | 1 | 9 | $481,483 | $95,074 | $10,564iApproximate average salary by contribution assumption: employee only about $264,094 at 4% or $176,063 at 6%; with 50% employer match about $176,063 at 4% or $117,375 at 6%; with 100% employer match about $132,047 at 4% or $88,031 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 9 | $481,483 | $95,074 | $10,564iApproximate average salary by contribution assumption: employee only about $264,094 at 4% or $176,063 at 6%; with 50% employer match about $176,063 at 4% or $117,375 at 6%; with 100% employer match about $132,047 at 4% or $88,031 at 6%. |
| 2015 | 1 | 9 | $362,099 | $76,904 | $8,545iApproximate average salary by contribution assumption: employee only about $213,622 at 4% or $142,415 at 6%; with 50% employer match about $142,415 at 4% or $94,943 at 6%; with 100% employer match about $106,811 at 4% or $71,207 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 9 | $362,099 | $76,904 | $8,545iApproximate average salary by contribution assumption: employee only about $213,622 at 4% or $142,415 at 6%; with 50% employer match about $142,415 at 4% or $94,943 at 6%; with 100% employer match about $106,811 at 4% or $71,207 at 6%. |
| 2014 | 1 | 9 | $297,314 | $70,477 | $7,831iApproximate average salary by contribution assumption: employee only about $195,769 at 4% or $130,513 at 6%; with 50% employer match about $130,513 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,256 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 9 | $297,314 | $70,477 | $7,831iApproximate average salary by contribution assumption: employee only about $195,769 at 4% or $130,513 at 6%; with 50% employer match about $130,513 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,256 at 6%. |
| 2013 | 1 | 6 | $212,712 | $53,184 | $8,864iApproximate average salary by contribution assumption: employee only about $221,600 at 4% or $147,733 at 6%; with 50% employer match about $147,733 at 4% or $98,489 at 6%; with 100% employer match about $110,800 at 4% or $73,867 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 6 | $212,712 | $53,184 | $8,864iApproximate average salary by contribution assumption: employee only about $221,600 at 4% or $147,733 at 6%; with 50% employer match about $147,733 at 4% or $98,489 at 6%; with 100% employer match about $110,800 at 4% or $73,867 at 6%. |
| 2012 | 1 | 5 | $124,807 | $31,566 | $6,313iApproximate average salary by contribution assumption: employee only about $157,830 at 4% or $105,220 at 6%; with 50% employer match about $105,220 at 4% or $70,147 at 6%; with 100% employer match about $78,915 at 4% or $52,610 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 5 | $124,807 | $31,566 | $6,313iApproximate average salary by contribution assumption: employee only about $157,830 at 4% or $105,220 at 6%; with 50% employer match about $105,220 at 4% or $70,147 at 6%; with 100% employer match about $78,915 at 4% or $52,610 at 6%. |
| 2011 | 1 | 5 | $80,777 | $40,412 | $8,082iApproximate average salary by contribution assumption: employee only about $202,060 at 4% or $134,707 at 6%; with 50% employer match about $134,707 at 4% or $89,804 at 6%; with 100% employer match about $101,030 at 4% or $67,353 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS 401 K PROFIT SHARING PLAN TRUST | - | 5 | $80,777 | $40,412 | $8,082iApproximate average salary by contribution assumption: employee only about $202,060 at 4% or $134,707 at 6%; with 50% employer match about $134,707 at 4% or $89,804 at 6%; with 100% employer match about $101,030 at 4% or $67,353 at 6%. |
| 2010 | 2 | 5 | $43,911 | $39,930 | $7,986iApproximate average salary by contribution assumption: employee only about $199,650 at 4% or $133,100 at 6%; with 50% employer match about $133,100 at 4% or $88,733 at 6%; with 100% employer match about $99,825 at 4% or $66,550 at 6%. |
| JOHNSTONE FINANCIAL ADVISORS I 401 K PROFIT SHARING PLAN TRUST | - | 5 | $43,911 | $39,930 | $7,986iApproximate average salary by contribution assumption: employee only about $199,650 at 4% or $133,100 at 6%; with 50% employer match about $133,100 at 4% or $88,733 at 6%; with 100% employer match about $99,825 at 4% or $66,550 at 6%. |
| Johnstone Financial Advisors 401K | - | 0 | $0 | $0 | - |
| 2009 | 1 | 2 | $78,145 | $0 | - |
| Johnstone Financial Advisors 401K | - | 2 | $78,145 | $0 | - |
| 2008 | 1 | 2 | $67,279 | $31,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| Johnstone Financial Advisors 401K | - | 2 | $67,279 | $31,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Johnstone Financial Advisors 401K | - | 3 | - | - | - |