Civic Intelligence

The Sherpa Group Two

Plan context: The Sherpa Group Two 401(K) Retirement Plan

EIN 20-4070678 • Oregon City, OR • 13 filings • 1 plans

13946 Pompei DrOregon City, OR 97045
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,927

2024 Contributions

$60,070

Historical Graphs

Total Assets Over Time

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

$1,084,260$542,130$0201220182024YearValue
$4,927Latest year 2024

Participants Over Time

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

420201220182024YearValue
1Latest 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
202411$4,927$0-
The Sherpa Group Two 401(K) Retirement Plan-1$4,927--
202312$1,084,260$60,070$30,035iApproximate average salary by contribution assumption: employee only about $750,875 at 4% or $500,583 at 6%; with 50% employer match about $500,583 at 4% or $333,722 at 6%; with 100% employer match about $375,438 at 4% or $250,292 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-2$1,084,260$60,070$30,035iApproximate average salary by contribution assumption: employee only about $750,875 at 4% or $500,583 at 6%; with 50% employer match about $500,583 at 4% or $333,722 at 6%; with 100% employer match about $375,438 at 4% or $250,292 at 6%.
202213$919,078$94,714$31,571iApproximate average salary by contribution assumption: employee only about $789,283 at 4% or $526,189 at 6%; with 50% employer match about $526,189 at 4% or $350,793 at 6%; with 100% employer match about $394,642 at 4% or $263,094 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$919,078$94,714$31,571iApproximate average salary by contribution assumption: employee only about $789,283 at 4% or $526,189 at 6%; with 50% employer match about $526,189 at 4% or $350,793 at 6%; with 100% employer match about $394,642 at 4% or $263,094 at 6%.
202113$946,879$94,770$31,590iApproximate average salary by contribution assumption: employee only about $789,750 at 4% or $526,500 at 6%; with 50% employer match about $526,500 at 4% or $351,000 at 6%; with 100% employer match about $394,875 at 4% or $263,250 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$946,879$94,770$31,590iApproximate average salary by contribution assumption: employee only about $789,750 at 4% or $526,500 at 6%; with 50% employer match about $526,500 at 4% or $351,000 at 6%; with 100% employer match about $394,875 at 4% or $263,250 at 6%.
202014$727,315$90,371$22,593iApproximate average salary by contribution assumption: employee only about $564,819 at 4% or $376,546 at 6%; with 50% employer match about $376,546 at 4% or $251,031 at 6%; with 100% employer match about $282,409 at 4% or $188,273 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-4$727,315$90,371$22,593iApproximate average salary by contribution assumption: employee only about $564,819 at 4% or $376,546 at 6%; with 50% employer match about $376,546 at 4% or $251,031 at 6%; with 100% employer match about $282,409 at 4% or $188,273 at 6%.
201913$599,440$85,657$28,552iApproximate average salary by contribution assumption: employee only about $713,808 at 4% or $475,872 at 6%; with 50% employer match about $475,872 at 4% or $317,248 at 6%; with 100% employer match about $356,904 at 4% or $237,936 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$599,440$85,657$28,552iApproximate average salary by contribution assumption: employee only about $713,808 at 4% or $475,872 at 6%; with 50% employer match about $475,872 at 4% or $317,248 at 6%; with 100% employer match about $356,904 at 4% or $237,936 at 6%.
201814$448,338$89,263$22,316iApproximate average salary by contribution assumption: employee only about $557,894 at 4% or $371,929 at 6%; with 50% employer match about $371,929 at 4% or $247,953 at 6%; with 100% employer match about $278,947 at 4% or $185,965 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-4$448,338$89,263$22,316iApproximate average salary by contribution assumption: employee only about $557,894 at 4% or $371,929 at 6%; with 50% employer match about $371,929 at 4% or $247,953 at 6%; with 100% employer match about $278,947 at 4% or $185,965 at 6%.
201714$377,244$68,506$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-4$377,244$68,506$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
201613$286,359$68,300$22,767iApproximate average salary by contribution assumption: employee only about $569,167 at 4% or $379,444 at 6%; with 50% employer match about $379,444 at 4% or $252,963 at 6%; with 100% employer match about $284,583 at 4% or $189,722 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$286,359$68,300$22,767iApproximate average salary by contribution assumption: employee only about $569,167 at 4% or $379,444 at 6%; with 50% employer match about $379,444 at 4% or $252,963 at 6%; with 100% employer match about $284,583 at 4% or $189,722 at 6%.
201513$205,664$67,485$22,495iApproximate average salary by contribution assumption: employee only about $562,375 at 4% or $374,917 at 6%; with 50% employer match about $374,917 at 4% or $249,944 at 6%; with 100% employer match about $281,188 at 4% or $187,458 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$205,664$67,485$22,495iApproximate average salary by contribution assumption: employee only about $562,375 at 4% or $374,917 at 6%; with 50% employer match about $374,917 at 4% or $249,944 at 6%; with 100% employer match about $281,188 at 4% or $187,458 at 6%.
201413$141,296$65,397$21,799iApproximate average salary by contribution assumption: employee only about $544,975 at 4% or $363,317 at 6%; with 50% employer match about $363,317 at 4% or $242,211 at 6%; with 100% employer match about $272,488 at 4% or $181,658 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$141,296$65,397$21,799iApproximate average salary by contribution assumption: employee only about $544,975 at 4% or $363,317 at 6%; with 50% employer match about $363,317 at 4% or $242,211 at 6%; with 100% employer match about $272,488 at 4% or $181,658 at 6%.
201313$72,586$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$72,586$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201213$30,000$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
The Sherpa Group Two 401(K) Retirement Plan-3$30,000$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.