Northwest Financial Group LLC
Plan context: Northwest Financial Group LLC 401(K) P/S Plan
EIN 26-1658005 • Corvallis, OR • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,504,459
2024 Contributions
$187,840
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $1,504,459 | $187,840 | $11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 16 | $1,504,459 | $187,840 | $11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%. |
| 2023 | 1 | 15 | $1,251,501 | $158,420 | $10,561iApproximate average salary by contribution assumption: employee only about $264,033 at 4% or $176,022 at 6%; with 50% employer match about $176,022 at 4% or $117,348 at 6%; with 100% employer match about $132,017 at 4% or $88,011 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 15 | $1,251,501 | $158,420 | $10,561iApproximate average salary by contribution assumption: employee only about $264,033 at 4% or $176,022 at 6%; with 50% employer match about $176,022 at 4% or $117,348 at 6%; with 100% employer match about $132,017 at 4% or $88,011 at 6%. |
| 2022 | 1 | 12 | $857,459 | $107,254 | $8,938iApproximate average salary by contribution assumption: employee only about $223,446 at 4% or $148,964 at 6%; with 50% employer match about $148,964 at 4% or $99,309 at 6%; with 100% employer match about $111,723 at 4% or $74,482 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 12 | $857,459 | $107,254 | $8,938iApproximate average salary by contribution assumption: employee only about $223,446 at 4% or $148,964 at 6%; with 50% employer match about $148,964 at 4% or $99,309 at 6%; with 100% employer match about $111,723 at 4% or $74,482 at 6%. |
| 2021 | 1 | 12 | $1,077,469 | $117,787 | $9,816iApproximate average salary by contribution assumption: employee only about $245,390 at 4% or $163,593 at 6%; with 50% employer match about $163,593 at 4% or $109,062 at 6%; with 100% employer match about $122,695 at 4% or $81,797 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 12 | $1,077,469 | $117,787 | $9,816iApproximate average salary by contribution assumption: employee only about $245,390 at 4% or $163,593 at 6%; with 50% employer match about $163,593 at 4% or $109,062 at 6%; with 100% employer match about $122,695 at 4% or $81,797 at 6%. |
| 2020 | 1 | 10 | $914,081 | $276,293 | $27,629iApproximate average salary by contribution assumption: employee only about $690,733 at 4% or $460,488 at 6%; with 50% employer match about $460,488 at 4% or $306,992 at 6%; with 100% employer match about $345,366 at 4% or $230,244 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 10 | $914,081 | $276,293 | $27,629iApproximate average salary by contribution assumption: employee only about $690,733 at 4% or $460,488 at 6%; with 50% employer match about $460,488 at 4% or $306,992 at 6%; with 100% employer match about $345,366 at 4% or $230,244 at 6%. |
| 2019 | 1 | 8 | $545,557 | $93,255 | $11,657iApproximate average salary by contribution assumption: employee only about $291,422 at 4% or $194,281 at 6%; with 50% employer match about $194,281 at 4% or $129,521 at 6%; with 100% employer match about $145,711 at 4% or $97,141 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $545,557 | $93,255 | $11,657iApproximate average salary by contribution assumption: employee only about $291,422 at 4% or $194,281 at 6%; with 50% employer match about $194,281 at 4% or $129,521 at 6%; with 100% employer match about $145,711 at 4% or $97,141 at 6%. |
| 2018 | 1 | 9 | $742,797 | $105,819 | $11,758iApproximate average salary by contribution assumption: employee only about $293,942 at 4% or $195,961 at 6%; with 50% employer match about $195,961 at 4% or $130,641 at 6%; with 100% employer match about $146,971 at 4% or $97,981 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 9 | $742,797 | $105,819 | $11,758iApproximate average salary by contribution assumption: employee only about $293,942 at 4% or $195,961 at 6%; with 50% employer match about $195,961 at 4% or $130,641 at 6%; with 100% employer match about $146,971 at 4% or $97,981 at 6%. |
| 2017 | 1 | 8 | $669,304 | $88,286 | $11,036iApproximate average salary by contribution assumption: employee only about $275,894 at 4% or $183,929 at 6%; with 50% employer match about $183,929 at 4% or $122,619 at 6%; with 100% employer match about $137,947 at 4% or $91,965 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $669,304 | $88,286 | $11,036iApproximate average salary by contribution assumption: employee only about $275,894 at 4% or $183,929 at 6%; with 50% employer match about $183,929 at 4% or $122,619 at 6%; with 100% employer match about $137,947 at 4% or $91,965 at 6%. |
| 2016 | 1 | 8 | $506,218 | $95,279 | $11,910iApproximate average salary by contribution assumption: employee only about $297,747 at 4% or $198,498 at 6%; with 50% employer match about $198,498 at 4% or $132,332 at 6%; with 100% employer match about $148,873 at 4% or $99,249 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $506,218 | $95,279 | $11,910iApproximate average salary by contribution assumption: employee only about $297,747 at 4% or $198,498 at 6%; with 50% employer match about $198,498 at 4% or $132,332 at 6%; with 100% employer match about $148,873 at 4% or $99,249 at 6%. |
| 2015 | 1 | 8 | $399,453 | $92,395 | $11,549iApproximate average salary by contribution assumption: employee only about $288,734 at 4% or $192,490 at 6%; with 50% employer match about $192,490 at 4% or $128,326 at 6%; with 100% employer match about $144,367 at 4% or $96,245 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $399,453 | $92,395 | $11,549iApproximate average salary by contribution assumption: employee only about $288,734 at 4% or $192,490 at 6%; with 50% employer match about $192,490 at 4% or $128,326 at 6%; with 100% employer match about $144,367 at 4% or $96,245 at 6%. |
| 2014 | 1 | 8 | $303,831 | $134,168 | $16,771iApproximate average salary by contribution assumption: employee only about $419,275 at 4% or $279,517 at 6%; with 50% employer match about $279,517 at 4% or $186,344 at 6%; with 100% employer match about $209,638 at 4% or $139,758 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $303,831 | $134,168 | $16,771iApproximate average salary by contribution assumption: employee only about $419,275 at 4% or $279,517 at 6%; with 50% employer match about $279,517 at 4% or $186,344 at 6%; with 100% employer match about $209,638 at 4% or $139,758 at 6%. |
| 2013 | 1 | 8 | $156,183 | $79,299 | $9,912iApproximate average salary by contribution assumption: employee only about $247,809 at 4% or $165,206 at 6%; with 50% employer match about $165,206 at 4% or $110,138 at 6%; with 100% employer match about $123,905 at 4% or $82,603 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $156,183 | $79,299 | $9,912iApproximate average salary by contribution assumption: employee only about $247,809 at 4% or $165,206 at 6%; with 50% employer match about $165,206 at 4% or $110,138 at 6%; with 100% employer match about $123,905 at 4% or $82,603 at 6%. |
| 2012 | 1 | 7 | $186,436 | $66,185 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 7 | $186,436 | $66,185 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| 2011 | 1 | 8 | $111,679 | $69,032 | $8,629iApproximate average salary by contribution assumption: employee only about $215,725 at 4% or $143,817 at 6%; with 50% employer match about $143,817 at 4% or $95,878 at 6%; with 100% employer match about $107,863 at 4% or $71,908 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $111,679 | $69,032 | $8,629iApproximate average salary by contribution assumption: employee only about $215,725 at 4% or $143,817 at 6%; with 50% employer match about $143,817 at 4% or $95,878 at 6%; with 100% employer match about $107,863 at 4% or $71,908 at 6%. |
| 2010 | 1 | 8 | $53,501 | $68,405 | $8,551iApproximate average salary by contribution assumption: employee only about $213,766 at 4% or $142,510 at 6%; with 50% employer match about $142,510 at 4% or $95,007 at 6%; with 100% employer match about $106,883 at 4% or $71,255 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $53,501 | $68,405 | $8,551iApproximate average salary by contribution assumption: employee only about $213,766 at 4% or $142,510 at 6%; with 50% employer match about $142,510 at 4% or $95,007 at 6%; with 100% employer match about $106,883 at 4% or $71,255 at 6%. |
| 2009 | 1 | 8 | $123,383 | $38,122 | $4,765iApproximate average salary by contribution assumption: employee only about $119,131 at 4% or $79,421 at 6%; with 50% employer match about $79,421 at 4% or $52,947 at 6%; with 100% employer match about $59,566 at 4% or $39,710 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 8 | $123,383 | $38,122 | $4,765iApproximate average salary by contribution assumption: employee only about $119,131 at 4% or $79,421 at 6%; with 50% employer match about $79,421 at 4% or $52,947 at 6%; with 100% employer match about $59,566 at 4% or $39,710 at 6%. |
| 2008 | 1 | 2 | $73,447 | $23,485 | $11,743iApproximate average salary by contribution assumption: employee only about $293,563 at 4% or $195,708 at 6%; with 50% employer match about $195,708 at 4% or $130,472 at 6%; with 100% employer match about $146,781 at 4% or $97,854 at 6%. |
| Northwest Financial Group LLC 401(K) P/S Plan | - | 2 | $73,447 | $23,485 | $11,743iApproximate average salary by contribution assumption: employee only about $293,563 at 4% or $195,708 at 6%; with 50% employer match about $195,708 at 4% or $130,472 at 6%; with 100% employer match about $146,781 at 4% or $97,854 at 6%. |