Civic Intelligence

Whitman Partners Inc

Plan context: Whitman Partners 401K Plan

EIN 20-5495530 • Portland, OR • 11 filings • 1 plans

3030 SW 1st AvenuePortland, OR 97201
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$3,736,124

2024 Contributions

$656,015

Historical Graphs

Total Assets Over Time

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

$3,736,124$1,868,062$0201420192024YearValue
$3,736,124Latest year 2024

Participants Over Time

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

80400201420192024YearValue
72Latest 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
2024172$3,736,124$656,015$9,111iApproximate average salary by contribution assumption: employee only about $227,783 at 4% or $151,855 at 6%; with 50% employer match about $151,855 at 4% or $101,237 at 6%; with 100% employer match about $113,891 at 4% or $75,928 at 6%.
Whitman Partners 401K Plan-72$3,736,124$656,015$9,111iApproximate average salary by contribution assumption: employee only about $227,783 at 4% or $151,855 at 6%; with 50% employer match about $151,855 at 4% or $101,237 at 6%; with 100% employer match about $113,891 at 4% or $75,928 at 6%.
2023177$3,558,955$755,333$9,810iApproximate average salary by contribution assumption: employee only about $245,238 at 4% or $163,492 at 6%; with 50% employer match about $163,492 at 4% or $108,995 at 6%; with 100% employer match about $122,619 at 4% or $81,746 at 6%.
Whitman Partners 401K Plan-77$3,558,955$755,333$9,810iApproximate average salary by contribution assumption: employee only about $245,238 at 4% or $163,492 at 6%; with 50% employer match about $163,492 at 4% or $108,995 at 6%; with 100% employer match about $122,619 at 4% or $81,746 at 6%.
2022180$3,009,398$914,927$11,437iApproximate average salary by contribution assumption: employee only about $285,915 at 4% or $190,610 at 6%; with 50% employer match about $190,610 at 4% or $127,073 at 6%; with 100% employer match about $142,957 at 4% or $95,305 at 6%.
Whitman Partners 401K Plan-80$3,009,398$914,927$11,437iApproximate average salary by contribution assumption: employee only about $285,915 at 4% or $190,610 at 6%; with 50% employer match about $190,610 at 4% or $127,073 at 6%; with 100% employer match about $142,957 at 4% or $95,305 at 6%.
2021157$3,011,075$560,384$9,831iApproximate average salary by contribution assumption: employee only about $245,782 at 4% or $163,855 at 6%; with 50% employer match about $163,855 at 4% or $109,237 at 6%; with 100% employer match about $122,891 at 4% or $81,927 at 6%.
Whitman Partners 401K Plan-57$3,011,075$560,384$9,831iApproximate average salary by contribution assumption: employee only about $245,782 at 4% or $163,855 at 6%; with 50% employer match about $163,855 at 4% or $109,237 at 6%; with 100% employer match about $122,891 at 4% or $81,927 at 6%.
2020151$2,217,697$337,164$6,611iApproximate average salary by contribution assumption: employee only about $165,276 at 4% or $110,184 at 6%; with 50% employer match about $110,184 at 4% or $73,456 at 6%; with 100% employer match about $82,638 at 4% or $55,092 at 6%.
Whitman Partners 401K Plan-51$2,217,697$337,164$6,611iApproximate average salary by contribution assumption: employee only about $165,276 at 4% or $110,184 at 6%; with 50% employer match about $110,184 at 4% or $73,456 at 6%; with 100% employer match about $82,638 at 4% or $55,092 at 6%.
2019149$1,738,044$336,477$6,867iApproximate average salary by contribution assumption: employee only about $171,672 at 4% or $114,448 at 6%; with 50% employer match about $114,448 at 4% or $76,299 at 6%; with 100% employer match about $85,836 at 4% or $57,224 at 6%.
Whitman Partners 401K Plan-49$1,738,044$336,477$6,867iApproximate average salary by contribution assumption: employee only about $171,672 at 4% or $114,448 at 6%; with 50% employer match about $114,448 at 4% or $76,299 at 6%; with 100% employer match about $85,836 at 4% or $57,224 at 6%.
2018136$1,229,273$256,388$7,122iApproximate average salary by contribution assumption: employee only about $178,047 at 4% or $118,698 at 6%; with 50% employer match about $118,698 at 4% or $79,132 at 6%; with 100% employer match about $89,024 at 4% or $59,349 at 6%.
Whitman Partners 401K Plan-36$1,229,273$256,388$7,122iApproximate average salary by contribution assumption: employee only about $178,047 at 4% or $118,698 at 6%; with 50% employer match about $118,698 at 4% or $79,132 at 6%; with 100% employer match about $89,024 at 4% or $59,349 at 6%.
2017126$1,066,554$331,610$12,754iApproximate average salary by contribution assumption: employee only about $318,856 at 4% or $212,571 at 6%; with 50% employer match about $212,571 at 4% or $141,714 at 6%; with 100% employer match about $159,428 at 4% or $106,285 at 6%.
Whitman Partners 401K Plan-26$1,066,554$331,610$12,754iApproximate average salary by contribution assumption: employee only about $318,856 at 4% or $212,571 at 6%; with 50% employer match about $212,571 at 4% or $141,714 at 6%; with 100% employer match about $159,428 at 4% or $106,285 at 6%.
2016119$623,104$175,014$9,211iApproximate average salary by contribution assumption: employee only about $230,282 at 4% or $153,521 at 6%; with 50% employer match about $153,521 at 4% or $102,347 at 6%; with 100% employer match about $115,141 at 4% or $76,761 at 6%.
Whitman Partners 401K Plan-19$623,104$175,014$9,211iApproximate average salary by contribution assumption: employee only about $230,282 at 4% or $153,521 at 6%; with 50% employer match about $153,521 at 4% or $102,347 at 6%; with 100% employer match about $115,141 at 4% or $76,761 at 6%.
2015116$419,124$174,781$10,924iApproximate average salary by contribution assumption: employee only about $273,095 at 4% or $182,064 at 6%; with 50% employer match about $182,064 at 4% or $121,376 at 6%; with 100% employer match about $136,548 at 4% or $91,032 at 6%.
Whitman Partners 401K Plan-16$419,124$174,781$10,924iApproximate average salary by contribution assumption: employee only about $273,095 at 4% or $182,064 at 6%; with 50% employer match about $182,064 at 4% or $121,376 at 6%; with 100% employer match about $136,548 at 4% or $91,032 at 6%.
2014112$250,006$247,316$20,610iApproximate average salary by contribution assumption: employee only about $515,242 at 4% or $343,494 at 6%; with 50% employer match about $343,494 at 4% or $228,996 at 6%; with 100% employer match about $257,621 at 4% or $171,747 at 6%.
Whitman Partners 401K Plan-12$250,006$247,316$20,610iApproximate average salary by contribution assumption: employee only about $515,242 at 4% or $343,494 at 6%; with 50% employer match about $343,494 at 4% or $228,996 at 6%; with 100% employer match about $257,621 at 4% or $171,747 at 6%.