Civic Intelligence

Owen Jones & Partners Limited

Plan context: Owen Jones & Partners Limited 401(K) Profit Sharing Plan

EIN 26-1417982 • Portland, OR • 16 filings • 6 plans

714 N Fremont Street #200Portland, OR 97227
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$4,052,380

2024 Contributions

$200,804

Historical Graphs

Total Assets Over Time

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

$4,052,380$2,026,190$0200920172023YearValue
$4,052,380Latest year 2023

Participants Over Time

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

72360200920172023YearValue
72Latest year 2023

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
202410$0$200,804-
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-0$0$200,804-
2023172$4,052,380$820,228$11,392iApproximate average salary by contribution assumption: employee only about $284,801 at 4% or $189,868 at 6%; with 50% employer match about $189,868 at 4% or $126,578 at 6%; with 100% employer match about $142,401 at 4% or $94,934 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-72$4,052,380$820,228$11,392iApproximate average salary by contribution assumption: employee only about $284,801 at 4% or $189,868 at 6%; with 50% employer match about $189,868 at 4% or $126,578 at 6%; with 100% employer match about $142,401 at 4% or $94,934 at 6%.
2022167$2,699,642$718,102$10,718iApproximate average salary by contribution assumption: employee only about $267,949 at 4% or $178,632 at 6%; with 50% employer match about $178,632 at 4% or $119,088 at 6%; with 100% employer match about $133,974 at 4% or $89,316 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-67$2,699,642$718,102$10,718iApproximate average salary by contribution assumption: employee only about $267,949 at 4% or $178,632 at 6%; with 50% employer match about $178,632 at 4% or $119,088 at 6%; with 100% employer match about $133,974 at 4% or $89,316 at 6%.
2021166$2,570,160$761,487$11,538iApproximate average salary by contribution assumption: employee only about $288,442 at 4% or $192,295 at 6%; with 50% employer match about $192,295 at 4% or $128,196 at 6%; with 100% employer match about $144,221 at 4% or $96,147 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-66$2,570,160$761,487$11,538iApproximate average salary by contribution assumption: employee only about $288,442 at 4% or $192,295 at 6%; with 50% employer match about $192,295 at 4% or $128,196 at 6%; with 100% employer match about $144,221 at 4% or $96,147 at 6%.
2020154$1,791,683$445,305$8,246iApproximate average salary by contribution assumption: employee only about $206,160 at 4% or $137,440 at 6%; with 50% employer match about $137,440 at 4% or $91,627 at 6%; with 100% employer match about $103,080 at 4% or $68,720 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-54$1,791,683$445,305$8,246iApproximate average salary by contribution assumption: employee only about $206,160 at 4% or $137,440 at 6%; with 50% employer match about $137,440 at 4% or $91,627 at 6%; with 100% employer match about $103,080 at 4% or $68,720 at 6%.
2019150$1,131,066$376,988$7,540iApproximate average salary by contribution assumption: employee only about $188,494 at 4% or $125,663 at 6%; with 50% employer match about $125,663 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-50$1,131,066$376,988$7,540iApproximate average salary by contribution assumption: employee only about $188,494 at 4% or $125,663 at 6%; with 50% employer match about $125,663 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%.
2018139$715,757$222,119$5,695iApproximate average salary by contribution assumption: employee only about $142,384 at 4% or $94,923 at 6%; with 50% employer match about $94,923 at 4% or $63,282 at 6%; with 100% employer match about $71,192 at 4% or $47,461 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-39$715,757$222,119$5,695iApproximate average salary by contribution assumption: employee only about $142,384 at 4% or $94,923 at 6%; with 50% employer match about $94,923 at 4% or $63,282 at 6%; with 100% employer match about $71,192 at 4% or $47,461 at 6%.
2017120$546,654$119,961$5,998iApproximate average salary by contribution assumption: employee only about $149,951 at 4% or $99,968 at 6%; with 50% employer match about $99,968 at 4% or $66,645 at 6%; with 100% employer match about $74,976 at 4% or $49,984 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-20$546,654$119,961$5,998iApproximate average salary by contribution assumption: employee only about $149,951 at 4% or $99,968 at 6%; with 50% employer match about $99,968 at 4% or $66,645 at 6%; with 100% employer match about $74,976 at 4% or $49,984 at 6%.
2016116$369,540$88,796$5,550iApproximate average salary by contribution assumption: employee only about $138,744 at 4% or $92,496 at 6%; with 50% employer match about $92,496 at 4% or $61,664 at 6%; with 100% employer match about $69,372 at 4% or $46,248 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-16$369,540$88,796$5,550iApproximate average salary by contribution assumption: employee only about $138,744 at 4% or $92,496 at 6%; with 50% employer match about $92,496 at 4% or $61,664 at 6%; with 100% employer match about $69,372 at 4% or $46,248 at 6%.
2015113$308,245$72,169$5,551iApproximate average salary by contribution assumption: employee only about $138,787 at 4% or $92,524 at 6%; with 50% employer match about $92,524 at 4% or $61,683 at 6%; with 100% employer match about $69,393 at 4% or $46,262 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-13$308,245$72,169$5,551iApproximate average salary by contribution assumption: employee only about $138,787 at 4% or $92,524 at 6%; with 50% employer match about $92,524 at 4% or $61,683 at 6%; with 100% employer match about $69,393 at 4% or $46,262 at 6%.
2014116$340,373$102,750$6,422iApproximate average salary by contribution assumption: employee only about $160,547 at 4% or $107,031 at 6%; with 50% employer match about $107,031 at 4% or $71,354 at 6%; with 100% employer match about $80,273 at 4% or $53,516 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-16$340,373$102,750$6,422iApproximate average salary by contribution assumption: employee only about $160,547 at 4% or $107,031 at 6%; with 50% employer match about $107,031 at 4% or $71,354 at 6%; with 100% employer match about $80,273 at 4% or $53,516 at 6%.
2012114$180,332$45,242$3,232iApproximate average salary by contribution assumption: employee only about $80,789 at 4% or $53,860 at 6%; with 50% employer match about $53,860 at 4% or $35,906 at 6%; with 100% employer match about $40,395 at 4% or $26,930 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-14$180,332$45,242$3,232iApproximate average salary by contribution assumption: employee only about $80,789 at 4% or $53,860 at 6%; with 50% employer match about $53,860 at 4% or $35,906 at 6%; with 100% employer match about $40,395 at 4% or $26,930 at 6%.
2011110$129,724$25,207$2,521iApproximate average salary by contribution assumption: employee only about $63,017 at 4% or $42,012 at 6%; with 50% employer match about $42,012 at 4% or $28,008 at 6%; with 100% employer match about $31,509 at 4% or $21,006 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-10$129,724$25,207$2,521iApproximate average salary by contribution assumption: employee only about $63,017 at 4% or $42,012 at 6%; with 50% employer match about $42,012 at 4% or $28,008 at 6%; with 100% employer match about $31,509 at 4% or $21,006 at 6%.
201019$113,199$15,662$1,740iApproximate average salary by contribution assumption: employee only about $43,506 at 4% or $29,004 at 6%; with 50% employer match about $29,004 at 4% or $19,336 at 6%; with 100% employer match about $21,753 at 4% or $14,502 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-9$113,199$15,662$1,740iApproximate average salary by contribution assumption: employee only about $43,506 at 4% or $29,004 at 6%; with 50% employer match about $29,004 at 4% or $19,336 at 6%; with 100% employer match about $21,753 at 4% or $14,502 at 6%.
2009210$204,806$83,276$8,328iApproximate average salary by contribution assumption: employee only about $208,190 at 4% or $138,793 at 6%; with 50% employer match about $138,793 at 4% or $92,529 at 6%; with 100% employer match about $104,095 at 4% or $69,397 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-10$102,403$41,638$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%.
Owen Jones & Partners Limited 401(K) Profit Sharing Plan-10$102,403$41,638$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%.