Civic Intelligence

Heatherly Disability Representatives Inc.

Plan context: Heatherly Disability Representatives Inc. 401(K) Plan

EIN 26-2914636 • Portland, OR • 15 filings • 2 plans

8383 NE Sandy Boulevard, Suite 330Portland, OR 97220
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$884,327

2024 Contributions

$50,815

Historical Graphs

Total Assets Over Time

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

$2,523,365$1,261,683$0201020172024YearValue
$884,327Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest 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
202417$884,327$50,815$7,259iApproximate average salary by contribution assumption: employee only about $181,482 at 4% or $120,988 at 6%; with 50% employer match about $120,988 at 4% or $80,659 at 6%; with 100% employer match about $90,741 at 4% or $60,494 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$884,327$50,815$7,259iApproximate average salary by contribution assumption: employee only about $181,482 at 4% or $120,988 at 6%; with 50% employer match about $120,988 at 4% or $80,659 at 6%; with 100% employer match about $90,741 at 4% or $60,494 at 6%.
202317$649,772$51,520$7,360iApproximate average salary by contribution assumption: employee only about $184,000 at 4% or $122,667 at 6%; with 50% employer match about $122,667 at 4% or $81,778 at 6%; with 100% employer match about $92,000 at 4% or $61,333 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$649,772$51,520$7,360iApproximate average salary by contribution assumption: employee only about $184,000 at 4% or $122,667 at 6%; with 50% employer match about $122,667 at 4% or $81,778 at 6%; with 100% employer match about $92,000 at 4% or $61,333 at 6%.
202217$452,513$45,542$6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$452,513$45,542$6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%.
202117$544,822$43,030$6,147iApproximate average salary by contribution assumption: employee only about $153,679 at 4% or $102,452 at 6%; with 50% employer match about $102,452 at 4% or $68,302 at 6%; with 100% employer match about $76,839 at 4% or $51,226 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$544,822$43,030$6,147iApproximate average salary by contribution assumption: employee only about $153,679 at 4% or $102,452 at 6%; with 50% employer match about $102,452 at 4% or $68,302 at 6%; with 100% employer match about $76,839 at 4% or $51,226 at 6%.
202017$2,523,365$41,257$5,894iApproximate average salary by contribution assumption: employee only about $147,346 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,487 at 6%; with 100% employer match about $73,673 at 4% or $49,115 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$2,523,365$41,257$5,894iApproximate average salary by contribution assumption: employee only about $147,346 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,487 at 6%; with 100% employer match about $73,673 at 4% or $49,115 at 6%.
201917$1,765,774$38,254$5,465iApproximate average salary by contribution assumption: employee only about $136,621 at 4% or $91,081 at 6%; with 50% employer match about $91,081 at 4% or $60,721 at 6%; with 100% employer match about $68,311 at 4% or $45,540 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$1,765,774$38,254$5,465iApproximate average salary by contribution assumption: employee only about $136,621 at 4% or $91,081 at 6%; with 50% employer match about $91,081 at 4% or $60,721 at 6%; with 100% employer match about $68,311 at 4% or $45,540 at 6%.
201817$1,335,145$43,888$6,270iApproximate average salary by contribution assumption: employee only about $156,743 at 4% or $104,495 at 6%; with 50% employer match about $104,495 at 4% or $69,663 at 6%; with 100% employer match about $78,371 at 4% or $52,248 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$1,335,145$43,888$6,270iApproximate average salary by contribution assumption: employee only about $156,743 at 4% or $104,495 at 6%; with 50% employer match about $104,495 at 4% or $69,663 at 6%; with 100% employer match about $78,371 at 4% or $52,248 at 6%.
201717$1,326,946$38,207$5,458iApproximate average salary by contribution assumption: employee only about $136,454 at 4% or $90,969 at 6%; with 50% employer match about $90,969 at 4% or $60,646 at 6%; with 100% employer match about $68,227 at 4% or $45,485 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$1,326,946$38,207$5,458iApproximate average salary by contribution assumption: employee only about $136,454 at 4% or $90,969 at 6%; with 50% employer match about $90,969 at 4% or $60,646 at 6%; with 100% employer match about $68,227 at 4% or $45,485 at 6%.
201617$985,074$37,281$5,326iApproximate average salary by contribution assumption: employee only about $133,146 at 4% or $88,764 at 6%; with 50% employer match about $88,764 at 4% or $59,176 at 6%; with 100% employer match about $66,573 at 4% or $44,382 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$985,074$37,281$5,326iApproximate average salary by contribution assumption: employee only about $133,146 at 4% or $88,764 at 6%; with 50% employer match about $88,764 at 4% or $59,176 at 6%; with 100% employer match about $66,573 at 4% or $44,382 at 6%.
201517$911,333$40,907$5,844iApproximate average salary by contribution assumption: employee only about $146,096 at 4% or $97,398 at 6%; with 50% employer match about $97,398 at 4% or $64,932 at 6%; with 100% employer match about $73,048 at 4% or $48,699 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$911,333$40,907$5,844iApproximate average salary by contribution assumption: employee only about $146,096 at 4% or $97,398 at 6%; with 50% employer match about $97,398 at 4% or $64,932 at 6%; with 100% employer match about $73,048 at 4% or $48,699 at 6%.
201417$819,825$40,520$5,789iApproximate average salary by contribution assumption: employee only about $144,714 at 4% or $96,476 at 6%; with 50% employer match about $96,476 at 4% or $64,317 at 6%; with 100% employer match about $72,357 at 4% or $48,238 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-7$819,825$40,520$5,789iApproximate average salary by contribution assumption: employee only about $144,714 at 4% or $96,476 at 6%; with 50% employer match about $96,476 at 4% or $64,317 at 6%; with 100% employer match about $72,357 at 4% or $48,238 at 6%.
201315$709,499$38,622$7,724iApproximate average salary by contribution assumption: employee only about $193,110 at 4% or $128,740 at 6%; with 50% employer match about $128,740 at 4% or $85,827 at 6%; with 100% employer match about $96,555 at 4% or $64,370 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-5$709,499$38,622$7,724iApproximate average salary by contribution assumption: employee only about $193,110 at 4% or $128,740 at 6%; with 50% employer match about $128,740 at 4% or $85,827 at 6%; with 100% employer match about $96,555 at 4% or $64,370 at 6%.
201213$503,285$37,923$12,641iApproximate average salary by contribution assumption: employee only about $316,025 at 4% or $210,683 at 6%; with 50% employer match about $210,683 at 4% or $140,456 at 6%; with 100% employer match about $158,013 at 4% or $105,342 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-3$503,285$37,923$12,641iApproximate average salary by contribution assumption: employee only about $316,025 at 4% or $210,683 at 6%; with 50% employer match about $210,683 at 4% or $140,456 at 6%; with 100% employer match about $158,013 at 4% or $105,342 at 6%.
201112$400,071$350,085$175,043iApproximate average salary by contribution assumption: employee only about $4,376,063 at 4% or $2,917,375 at 6%; with 50% employer match about $2,917,375 at 4% or $1,944,917 at 6%; with 100% employer match about $2,188,031 at 4% or $1,458,688 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-2$400,071$350,085$175,043iApproximate average salary by contribution assumption: employee only about $4,376,063 at 4% or $2,917,375 at 6%; with 50% employer match about $2,917,375 at 4% or $1,944,917 at 6%; with 100% employer match about $2,188,031 at 4% or $1,458,688 at 6%.
201013$26,760$26,760$8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%.
Heatherly Disability Representatives Inc. 401(K) Plan-3$26,760$26,760$8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%.