Civic Intelligence

Oswego Crest Financial Group LLC

Plan context: Oswego Crest Financial Group 401(K) Profit Sharing Plan

EIN 20-3436606 • Lake Oswego, OR • 17 filings • 2 plans

5000 SW Meadows Road, Suite 399Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,766,968

2024 Contributions

$105,183

Historical Graphs

Total Assets Over Time

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

$2,323,625$1,161,813$0200820162024YearValue
$1,766,968Latest year 2024

Participants Over Time

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

630200820162024YearValue
4Latest 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
202414$1,766,968$105,183$26,296iApproximate average salary by contribution assumption: employee only about $657,394 at 4% or $438,263 at 6%; with 50% employer match about $438,263 at 4% or $292,175 at 6%; with 100% employer match about $328,697 at 4% or $219,131 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$1,766,968$105,183$26,296iApproximate average salary by contribution assumption: employee only about $657,394 at 4% or $438,263 at 6%; with 50% employer match about $438,263 at 4% or $292,175 at 6%; with 100% employer match about $328,697 at 4% or $219,131 at 6%.
202314$1,818,628$105,304$26,326iApproximate average salary by contribution assumption: employee only about $658,150 at 4% or $438,767 at 6%; with 50% employer match about $438,767 at 4% or $292,511 at 6%; with 100% employer match about $329,075 at 4% or $219,383 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$1,818,628$105,304$26,326iApproximate average salary by contribution assumption: employee only about $658,150 at 4% or $438,767 at 6%; with 50% employer match about $438,767 at 4% or $292,511 at 6%; with 100% employer match about $329,075 at 4% or $219,383 at 6%.
202214$1,584,898$129,399$32,350iApproximate average salary by contribution assumption: employee only about $808,744 at 4% or $539,163 at 6%; with 50% employer match about $539,163 at 4% or $359,442 at 6%; with 100% employer match about $404,372 at 4% or $269,581 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$1,584,898$129,399$32,350iApproximate average salary by contribution assumption: employee only about $808,744 at 4% or $539,163 at 6%; with 50% employer match about $539,163 at 4% or $359,442 at 6%; with 100% employer match about $404,372 at 4% or $269,581 at 6%.
202114$2,323,625$153,365$38,341iApproximate average salary by contribution assumption: employee only about $958,531 at 4% or $639,021 at 6%; with 50% employer match about $639,021 at 4% or $426,014 at 6%; with 100% employer match about $479,266 at 4% or $319,510 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$2,323,625$153,365$38,341iApproximate average salary by contribution assumption: employee only about $958,531 at 4% or $639,021 at 6%; with 50% employer match about $639,021 at 4% or $426,014 at 6%; with 100% employer match about $479,266 at 4% or $319,510 at 6%.
202014$1,082,118$127,793$31,948iApproximate average salary by contribution assumption: employee only about $798,706 at 4% or $532,471 at 6%; with 50% employer match about $532,471 at 4% or $354,981 at 6%; with 100% employer match about $399,353 at 4% or $266,235 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$1,082,118$127,793$31,948iApproximate average salary by contribution assumption: employee only about $798,706 at 4% or $532,471 at 6%; with 50% employer match about $532,471 at 4% or $354,981 at 6%; with 100% employer match about $399,353 at 4% or $266,235 at 6%.
201914$800,342$85,470$21,368iApproximate average salary by contribution assumption: employee only about $534,188 at 4% or $356,125 at 6%; with 50% employer match about $356,125 at 4% or $237,417 at 6%; with 100% employer match about $267,094 at 4% or $178,063 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$800,342$85,470$21,368iApproximate average salary by contribution assumption: employee only about $534,188 at 4% or $356,125 at 6%; with 50% employer match about $356,125 at 4% or $237,417 at 6%; with 100% employer match about $267,094 at 4% or $178,063 at 6%.
201814$585,539$94,216$23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$585,539$94,216$23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%.
201714$581,901$95,755$23,939iApproximate average salary by contribution assumption: employee only about $598,469 at 4% or $398,979 at 6%; with 50% employer match about $398,979 at 4% or $265,986 at 6%; with 100% employer match about $299,234 at 4% or $199,490 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$581,901$95,755$23,939iApproximate average salary by contribution assumption: employee only about $598,469 at 4% or $398,979 at 6%; with 50% employer match about $398,979 at 4% or $265,986 at 6%; with 100% employer match about $299,234 at 4% or $199,490 at 6%.
201614$438,975$77,204$19,301iApproximate average salary by contribution assumption: employee only about $482,525 at 4% or $321,683 at 6%; with 50% employer match about $321,683 at 4% or $214,456 at 6%; with 100% employer match about $241,263 at 4% or $160,842 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$438,975$77,204$19,301iApproximate average salary by contribution assumption: employee only about $482,525 at 4% or $321,683 at 6%; with 50% employer match about $321,683 at 4% or $214,456 at 6%; with 100% employer match about $241,263 at 4% or $160,842 at 6%.
201514$345,252$110,681$27,670iApproximate average salary by contribution assumption: employee only about $691,756 at 4% or $461,171 at 6%; with 50% employer match about $461,171 at 4% or $307,447 at 6%; with 100% employer match about $345,878 at 4% or $230,585 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$345,252$110,681$27,670iApproximate average salary by contribution assumption: employee only about $691,756 at 4% or $461,171 at 6%; with 50% employer match about $461,171 at 4% or $307,447 at 6%; with 100% employer match about $345,878 at 4% or $230,585 at 6%.
201414$266,686$95,902$23,976iApproximate average salary by contribution assumption: employee only about $599,388 at 4% or $399,592 at 6%; with 50% employer match about $399,592 at 4% or $266,394 at 6%; with 100% employer match about $299,694 at 4% or $199,796 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$266,686$95,902$23,976iApproximate average salary by contribution assumption: employee only about $599,388 at 4% or $399,592 at 6%; with 50% employer match about $399,592 at 4% or $266,394 at 6%; with 100% employer match about $299,694 at 4% or $199,796 at 6%.
201315$246,791$85,450$17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-5$246,791$85,450$17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%.
201215$140,913$68,633$13,727iApproximate average salary by contribution assumption: employee only about $343,165 at 4% or $228,777 at 6%; with 50% employer match about $228,777 at 4% or $152,518 at 6%; with 100% employer match about $171,583 at 4% or $114,388 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-5$140,913$68,633$13,727iApproximate average salary by contribution assumption: employee only about $343,165 at 4% or $228,777 at 6%; with 50% employer match about $228,777 at 4% or $152,518 at 6%; with 100% employer match about $171,583 at 4% or $114,388 at 6%.
201116$80,154$48,902$8,150iApproximate average salary by contribution assumption: employee only about $203,758 at 4% or $135,839 at 6%; with 50% employer match about $135,839 at 4% or $90,559 at 6%; with 100% employer match about $101,879 at 4% or $67,919 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-6$80,154$48,902$8,150iApproximate average salary by contribution assumption: employee only about $203,758 at 4% or $135,839 at 6%; with 50% employer match about $135,839 at 4% or $90,559 at 6%; with 100% employer match about $101,879 at 4% or $67,919 at 6%.
201015$42,807$16,174$3,235iApproximate average salary by contribution assumption: employee only about $80,870 at 4% or $53,913 at 6%; with 50% employer match about $53,913 at 4% or $35,942 at 6%; with 100% employer match about $40,435 at 4% or $26,957 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-5$42,807$16,174$3,235iApproximate average salary by contribution assumption: employee only about $80,870 at 4% or $53,913 at 6%; with 50% employer match about $53,913 at 4% or $35,942 at 6%; with 100% employer match about $40,435 at 4% or $26,957 at 6%.
200915$25,490$13,841$2,768iApproximate average salary by contribution assumption: employee only about $69,205 at 4% or $46,137 at 6%; with 50% employer match about $46,137 at 4% or $30,758 at 6%; with 100% employer match about $34,603 at 4% or $23,068 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-5$25,490$13,841$2,768iApproximate average salary by contribution assumption: employee only about $69,205 at 4% or $46,137 at 6%; with 50% employer match about $46,137 at 4% or $30,758 at 6%; with 100% employer match about $34,603 at 4% or $23,068 at 6%.
200814$11,391$6,320$1,580iApproximate average salary by contribution assumption: employee only about $39,500 at 4% or $26,333 at 6%; with 50% employer match about $26,333 at 4% or $17,556 at 6%; with 100% employer match about $19,750 at 4% or $13,167 at 6%.
Oswego Crest Financial Group 401(K) Profit Sharing Plan-4$11,391$6,320$1,580iApproximate average salary by contribution assumption: employee only about $39,500 at 4% or $26,333 at 6%; with 50% employer match about $26,333 at 4% or $17,556 at 6%; with 100% employer match about $19,750 at 4% or $13,167 at 6%.