Civic Intelligence

Account Management Services In

Plan context: Account Management Services in 401(K) Profit Sharing Plan & Trust

EIN 26-0043011 • Sisters, OR • 10 filings • 2 plans

PO Box 927Sisters, OR 97759-0927
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$301,645

2025 Contributions

$9,281

Historical Graphs

Total Assets Over Time

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

$301,645$150,823$0201320182025YearValue
$301,645Latest year 2025

Participants Over Time

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

1370201320182025YearValue
4Latest year 2025

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
202514$301,645$9,281$2,320iApproximate average salary by contribution assumption: employee only about $58,006 at 4% or $38,671 at 6%; with 50% employer match about $38,671 at 4% or $25,781 at 6%; with 100% employer match about $29,003 at 4% or $19,335 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-4$301,645$9,281$2,320iApproximate average salary by contribution assumption: employee only about $58,006 at 4% or $38,671 at 6%; with 50% employer match about $38,671 at 4% or $25,781 at 6%; with 100% employer match about $29,003 at 4% or $19,335 at 6%.
2024110$270,295$24,462$2,446iApproximate average salary by contribution assumption: employee only about $61,155 at 4% or $40,770 at 6%; with 50% employer match about $40,770 at 4% or $27,180 at 6%; with 100% employer match about $30,577 at 4% or $20,385 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-10$270,295$24,462$2,446iApproximate average salary by contribution assumption: employee only about $61,155 at 4% or $40,770 at 6%; with 50% employer match about $40,770 at 4% or $27,180 at 6%; with 100% employer match about $30,577 at 4% or $20,385 at 6%.
202318$274,938$23,388$2,924iApproximate average salary by contribution assumption: employee only about $73,088 at 4% or $48,725 at 6%; with 50% employer match about $48,725 at 4% or $32,483 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-8$274,938$23,388$2,924iApproximate average salary by contribution assumption: employee only about $73,088 at 4% or $48,725 at 6%; with 50% employer match about $48,725 at 4% or $32,483 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%.
2022110$211,015$23,230$2,323iApproximate average salary by contribution assumption: employee only about $58,075 at 4% or $38,717 at 6%; with 50% employer match about $38,717 at 4% or $25,811 at 6%; with 100% employer match about $29,038 at 4% or $19,358 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-10$211,015$23,230$2,323iApproximate average salary by contribution assumption: employee only about $58,075 at 4% or $38,717 at 6%; with 50% employer match about $38,717 at 4% or $25,811 at 6%; with 100% employer match about $29,038 at 4% or $19,358 at 6%.
2018110$141,247$10,970$1,097iApproximate average salary by contribution assumption: employee only about $27,425 at 4% or $18,283 at 6%; with 50% employer match about $18,283 at 4% or $12,189 at 6%; with 100% employer match about $13,713 at 4% or $9,142 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-10$141,247$10,970$1,097iApproximate average salary by contribution assumption: employee only about $27,425 at 4% or $18,283 at 6%; with 50% employer match about $18,283 at 4% or $12,189 at 6%; with 100% employer match about $13,713 at 4% or $9,142 at 6%.
201719$142,039$13,051$1,450iApproximate average salary by contribution assumption: employee only about $36,253 at 4% or $24,169 at 6%; with 50% employer match about $24,169 at 4% or $16,112 at 6%; with 100% employer match about $18,126 at 4% or $12,084 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-9$142,039$13,051$1,450iApproximate average salary by contribution assumption: employee only about $36,253 at 4% or $24,169 at 6%; with 50% employer match about $24,169 at 4% or $16,112 at 6%; with 100% employer match about $18,126 at 4% or $12,084 at 6%.
2016112$124,947$36,171$3,014iApproximate average salary by contribution assumption: employee only about $75,356 at 4% or $50,238 at 6%; with 50% employer match about $50,238 at 4% or $33,492 at 6%; with 100% employer match about $37,678 at 4% or $25,119 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-12$124,947$36,171$3,014iApproximate average salary by contribution assumption: employee only about $75,356 at 4% or $50,238 at 6%; with 50% employer match about $50,238 at 4% or $33,492 at 6%; with 100% employer match about $37,678 at 4% or $25,119 at 6%.
2015112$83,961$13,989$1,166iApproximate average salary by contribution assumption: employee only about $29,144 at 4% or $19,429 at 6%; with 50% employer match about $19,429 at 4% or $12,953 at 6%; with 100% employer match about $14,572 at 4% or $9,715 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-12$83,961$13,989$1,166iApproximate average salary by contribution assumption: employee only about $29,144 at 4% or $19,429 at 6%; with 50% employer match about $19,429 at 4% or $12,953 at 6%; with 100% employer match about $14,572 at 4% or $9,715 at 6%.
2014112$74,827$13,951$1,163iApproximate average salary by contribution assumption: employee only about $29,065 at 4% or $19,376 at 6%; with 50% employer match about $19,376 at 4% or $12,918 at 6%; with 100% employer match about $14,532 at 4% or $9,688 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-12$74,827$13,951$1,163iApproximate average salary by contribution assumption: employee only about $29,065 at 4% or $19,376 at 6%; with 50% employer match about $19,376 at 4% or $12,918 at 6%; with 100% employer match about $14,532 at 4% or $9,688 at 6%.
2013113$57,439$51,168$3,936iApproximate average salary by contribution assumption: employee only about $98,400 at 4% or $65,600 at 6%; with 50% employer match about $65,600 at 4% or $43,733 at 6%; with 100% employer match about $49,200 at 4% or $32,800 at 6%.
Account Management Services in 401(K) Profit Sharing Plan & Trust-13$57,439$51,168$3,936iApproximate average salary by contribution assumption: employee only about $98,400 at 4% or $65,600 at 6%; with 50% employer match about $65,600 at 4% or $43,733 at 6%; with 100% employer match about $49,200 at 4% or $32,800 at 6%.