Civic Intelligence

Hines and Warner Wealth Management

Plan context: Hines & Warner Cash Balance Pension Plan

EIN 26-1217075 • Portland, OR • 16 filings • 3 plans

1500 SW First Avenue, Suite 990Portland, OR 97201
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$768,639

2019 Contributions

$169,238

Historical Graphs

Total Assets Over Time

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

$2,253,660$1,126,830$0200920142018YearValue
$768,639Latest year 2018

Participants Over Time

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

630200920142018YearValue
6Latest year 2018

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
201910$0$0-
Hines & Warner Cash Balance Pension Plan-0$0$0-
201826$768,639$169,238$28,206iApproximate average salary by contribution assumption: employee only about $705,158 at 4% or $470,106 at 6%; with 50% employer match about $470,106 at 4% or $313,404 at 6%; with 100% employer match about $352,579 at 4% or $235,053 at 6%.
Hines & Warner Cash Balance Pension Plan-6$768,639$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Hines and Warner Profit Sharing Plan-0$0$49,238-
201726$2,253,660$258,466$43,078iApproximate average salary by contribution assumption: employee only about $1,076,942 at 4% or $717,961 at 6%; with 50% employer match about $717,961 at 4% or $478,641 at 6%; with 100% employer match about $538,471 at 4% or $358,981 at 6%.
Hines and Warner Profit Sharing Plan-6$1,560,069$119,801$19,967iApproximate average salary by contribution assumption: employee only about $499,171 at 4% or $332,781 at 6%; with 50% employer match about $332,781 at 4% or $221,854 at 6%; with 100% employer match about $249,585 at 4% or $166,390 at 6%.
Hines & Warner Cash Balance Pension Plan-6$693,591$138,665$23,111iApproximate average salary by contribution assumption: employee only about $577,771 at 4% or $385,181 at 6%; with 50% employer match about $385,181 at 4% or $256,787 at 6%; with 100% employer match about $288,885 at 4% or $192,590 at 6%.
201624$1,711,616$241,104$60,276iApproximate average salary by contribution assumption: employee only about $1,506,900 at 4% or $1,004,600 at 6%; with 50% employer match about $1,004,600 at 4% or $669,733 at 6%; with 100% employer match about $753,450 at 4% or $502,300 at 6%.
Hines and Warner Profit Sharing Plan-4$1,218,655$113,229$28,307iApproximate average salary by contribution assumption: employee only about $707,681 at 4% or $471,788 at 6%; with 50% employer match about $471,788 at 4% or $314,525 at 6%; with 100% employer match about $353,841 at 4% or $235,894 at 6%.
Hines & Warner Cash Balance Pension Plan-4$492,961$127,875$31,969iApproximate average salary by contribution assumption: employee only about $799,219 at 4% or $532,813 at 6%; with 50% employer match about $532,813 at 4% or $355,208 at 6%; with 100% employer match about $399,609 at 4% or $266,406 at 6%.
201524$1,334,025$211,119$52,780iApproximate average salary by contribution assumption: employee only about $1,319,494 at 4% or $879,663 at 6%; with 50% employer match about $879,663 at 4% or $586,442 at 6%; with 100% employer match about $659,747 at 4% or $439,831 at 6%.
Hines and Warner Profit Sharing Plan-4$997,296$69,761$17,440iApproximate average salary by contribution assumption: employee only about $436,006 at 4% or $290,671 at 6%; with 50% employer match about $290,671 at 4% or $193,781 at 6%; with 100% employer match about $218,003 at 4% or $145,335 at 6%.
Hines & Warner Cash Balance Pension Plan-3$336,729$141,358$47,119iApproximate average salary by contribution assumption: employee only about $1,177,983 at 4% or $785,322 at 6%; with 50% employer match about $785,322 at 4% or $523,548 at 6%; with 100% employer match about $588,992 at 4% or $392,661 at 6%.
201424$1,136,450$169,325$42,331iApproximate average salary by contribution assumption: employee only about $1,058,281 at 4% or $705,521 at 6%; with 50% employer match about $705,521 at 4% or $470,347 at 6%; with 100% employer match about $529,141 at 4% or $352,760 at 6%.
Hines and Warner Profit Sharing Plan-4$935,934$67,143$16,786iApproximate average salary by contribution assumption: employee only about $419,644 at 4% or $279,763 at 6%; with 50% employer match about $279,763 at 4% or $186,508 at 6%; with 100% employer match about $209,822 at 4% or $139,881 at 6%.
Hines & Warner Cash Balance Pension Plan-4$200,516$102,182$25,546iApproximate average salary by contribution assumption: employee only about $638,638 at 4% or $425,758 at 6%; with 50% employer match about $425,758 at 4% or $283,839 at 6%; with 100% employer match about $319,319 at 4% or $212,879 at 6%.
201323$910,408$161,346$53,782iApproximate average salary by contribution assumption: employee only about $1,344,550 at 4% or $896,367 at 6%; with 50% employer match about $896,367 at 4% or $597,578 at 6%; with 100% employer match about $672,275 at 4% or $448,183 at 6%.
Hines and Warner Profit Sharing Plan-3$813,924$64,862$21,621iApproximate average salary by contribution assumption: employee only about $540,517 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,230 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
Hines & Warner Cash Balance Pension Plan-3$96,484$96,484$32,161iApproximate average salary by contribution assumption: employee only about $804,033 at 4% or $536,022 at 6%; with 50% employer match about $536,022 at 4% or $357,348 at 6%; with 100% employer match about $402,017 at 4% or $268,011 at 6%.
201213$632,142$59,758$19,919iApproximate average salary by contribution assumption: employee only about $497,983 at 4% or $331,989 at 6%; with 50% employer match about $331,989 at 4% or $221,326 at 6%; with 100% employer match about $248,992 at 4% or $165,994 at 6%.
Hines and Warner Profit Sharing Plan-3$632,142$59,758$19,919iApproximate average salary by contribution assumption: employee only about $497,983 at 4% or $331,989 at 6%; with 50% employer match about $331,989 at 4% or $221,326 at 6%; with 100% employer match about $248,992 at 4% or $165,994 at 6%.
201113$510,627$54,094$18,031iApproximate average salary by contribution assumption: employee only about $450,783 at 4% or $300,522 at 6%; with 50% employer match about $300,522 at 4% or $200,348 at 6%; with 100% employer match about $225,392 at 4% or $150,261 at 6%.
Hines and Warner Profit Sharing Plan-3$510,627$54,094$18,031iApproximate average salary by contribution assumption: employee only about $450,783 at 4% or $300,522 at 6%; with 50% employer match about $300,522 at 4% or $200,348 at 6%; with 100% employer match about $225,392 at 4% or $150,261 at 6%.
200912$35,340$35,340$17,670iApproximate average salary by contribution assumption: employee only about $441,750 at 4% or $294,500 at 6%; with 50% employer match about $294,500 at 4% or $196,333 at 6%; with 100% employer match about $220,875 at 4% or $147,250 at 6%.
Hines and Warner Profit Sharing Plan-2$35,340$35,340$17,670iApproximate average salary by contribution assumption: employee only about $441,750 at 4% or $294,500 at 6%; with 50% employer match about $294,500 at 4% or $196,333 at 6%; with 100% employer match about $220,875 at 4% or $147,250 at 6%.