Civic Intelligence

Empirical Wealth Management

Plan context: EMPIRICAL WEALTH MANAGEMENT RETIREMENT TRUST

EIN 20-3810967 • Portland, OR • 7 filings • 2 plans

9755 SW Barnes Rd., Ste 210Portland, OR 97225
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$88,938

2012 Contributions

$49,187

Historical Graphs

Total Assets Over Time

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

$361,330$180,665$0200620092012YearValue
$88,938Latest year 2012

Participants Over Time

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

1470200620092012YearValue
4Latest year 2012

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
201214$88,938$49,187$12,297iApproximate average salary by contribution assumption: employee only about $307,419 at 4% or $204,946 at 6%; with 50% employer match about $204,946 at 4% or $136,631 at 6%; with 100% employer match about $153,709 at 4% or $102,473 at 6%.
EMPIRICAL WEALTH MANAGEMENT RETIREMENT TRUST-4$88,938$49,187$12,297iApproximate average salary by contribution assumption: employee only about $307,419 at 4% or $204,946 at 6%; with 50% employer match about $204,946 at 4% or $136,631 at 6%; with 100% employer match about $153,709 at 4% or $102,473 at 6%.
201114$32,741$33,258$8,315iApproximate average salary by contribution assumption: employee only about $207,863 at 4% or $138,575 at 6%; with 50% employer match about $138,575 at 4% or $92,383 at 6%; with 100% employer match about $103,931 at 4% or $69,288 at 6%.
EMPIRICAL WEALTH MANAGEMENT RETIREMENT TRUST-4$32,741$33,258$8,315iApproximate average salary by contribution assumption: employee only about $207,863 at 4% or $138,575 at 6%; with 50% employer match about $138,575 at 4% or $92,383 at 6%; with 100% employer match about $103,931 at 4% or $69,288 at 6%.
201010$0$0-
Empirical Wealth Management Retirement Trust-0$0$0-
200911$69,530$10,491$10,491iApproximate average salary by contribution assumption: employee only about $262,275 at 4% or $174,850 at 6%; with 50% employer match about $174,850 at 4% or $116,567 at 6%; with 100% employer match about $131,138 at 4% or $87,425 at 6%.
Empirical Wealth Management Retirement Trust-1$69,530$10,491$10,491iApproximate average salary by contribution assumption: employee only about $262,275 at 4% or $174,850 at 6%; with 50% employer match about $174,850 at 4% or $116,567 at 6%; with 100% employer match about $131,138 at 4% or $87,425 at 6%.
2008114$361,330$159,689$11,406iApproximate average salary by contribution assumption: employee only about $285,159 at 4% or $190,106 at 6%; with 50% employer match about $190,106 at 4% or $126,737 at 6%; with 100% employer match about $142,579 at 4% or $95,053 at 6%.
Empirical Wealth Management Retirement Trust-14$361,330$159,689$11,406iApproximate average salary by contribution assumption: employee only about $285,159 at 4% or $190,106 at 6%; with 50% employer match about $190,106 at 4% or $126,737 at 6%; with 100% employer match about $142,579 at 4% or $95,053 at 6%.
2007112$191,016$164,247$13,687iApproximate average salary by contribution assumption: employee only about $342,181 at 4% or $228,121 at 6%; with 50% employer match about $228,121 at 4% or $152,081 at 6%; with 100% employer match about $171,091 at 4% or $114,060 at 6%.
Empirical Wealth Management Retirement Trust-12$191,016$164,247$13,687iApproximate average salary by contribution assumption: employee only about $342,181 at 4% or $228,121 at 6%; with 50% employer match about $228,121 at 4% or $152,081 at 6%; with 100% employer match about $171,091 at 4% or $114,060 at 6%.
2006111$27,230$27,978$2,543iApproximate average salary by contribution assumption: employee only about $63,586 at 4% or $42,391 at 6%; with 50% employer match about $42,391 at 4% or $28,261 at 6%; with 100% employer match about $31,793 at 4% or $21,195 at 6%.
Empirical Wealth Management Retirement Trust-11$27,230$27,978$2,543iApproximate average salary by contribution assumption: employee only about $63,586 at 4% or $42,391 at 6%; with 50% employer match about $42,391 at 4% or $28,261 at 6%; with 100% employer match about $31,793 at 4% or $21,195 at 6%.