Civic Intelligence

Energy Sec

Plan context: Energy Sec 403(B) Plan

EIN 26-3869062 • Clackamas, OR • 14 filings • 1 plans

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8440 SE Sunnybrook Blvd., Suite 206Clackamas, OR 97206
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$384,015

2024 Contributions

$10,327

Historical Graphs

Total Assets Over Time

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

$384,015$192,008$0201120182024YearValue
$384,015Latest year 2024

Participants Over Time

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

1260201120182024YearValue
10Latest 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
2024110$384,015$10,327$1,033iApproximate average salary by contribution assumption: employee only about $25,818 at 4% or $17,212 at 6%; with 50% employer match about $17,212 at 4% or $11,474 at 6%; with 100% employer match about $12,909 at 4% or $8,606 at 6%.
Energy Sec 403(B) Plan-10$384,015$10,327$1,033iApproximate average salary by contribution assumption: employee only about $25,818 at 4% or $17,212 at 6%; with 50% employer match about $17,212 at 4% or $11,474 at 6%; with 100% employer match about $12,909 at 4% or $8,606 at 6%.
202319$343,788$9,158$1,018iApproximate average salary by contribution assumption: employee only about $25,439 at 4% or $16,959 at 6%; with 50% employer match about $16,959 at 4% or $11,306 at 6%; with 100% employer match about $12,719 at 4% or $8,480 at 6%.
Energy Sec 403(B) Plan-9$343,788$9,158$1,018iApproximate average salary by contribution assumption: employee only about $25,439 at 4% or $16,959 at 6%; with 50% employer match about $16,959 at 4% or $11,306 at 6%; with 100% employer match about $12,719 at 4% or $8,480 at 6%.
202219$298,786$32,512$3,612iApproximate average salary by contribution assumption: employee only about $90,311 at 4% or $60,207 at 6%; with 50% employer match about $60,207 at 4% or $40,138 at 6%; with 100% employer match about $45,156 at 4% or $30,104 at 6%.
Energy Sec 403(B) Plan-9$298,786$32,512$3,612iApproximate average salary by contribution assumption: employee only about $90,311 at 4% or $60,207 at 6%; with 50% employer match about $60,207 at 4% or $40,138 at 6%; with 100% employer match about $45,156 at 4% or $30,104 at 6%.
202119$324,856$44,977$4,997iApproximate average salary by contribution assumption: employee only about $124,936 at 4% or $83,291 at 6%; with 50% employer match about $83,291 at 4% or $55,527 at 6%; with 100% employer match about $62,468 at 4% or $41,645 at 6%.
Energy Sec 403(B) Plan-9$324,856$44,977$4,997iApproximate average salary by contribution assumption: employee only about $124,936 at 4% or $83,291 at 6%; with 50% employer match about $83,291 at 4% or $55,527 at 6%; with 100% employer match about $62,468 at 4% or $41,645 at 6%.
2020111$306,918$61,303$5,573iApproximate average salary by contribution assumption: employee only about $139,325 at 4% or $92,883 at 6%; with 50% employer match about $92,883 at 4% or $61,922 at 6%; with 100% employer match about $69,663 at 4% or $46,442 at 6%.
Energy Sec 403(B) Plan-11$306,918$61,303$5,573iApproximate average salary by contribution assumption: employee only about $139,325 at 4% or $92,883 at 6%; with 50% employer match about $92,883 at 4% or $61,922 at 6%; with 100% employer match about $69,663 at 4% or $46,442 at 6%.
2019111$229,157$32,991$2,999iApproximate average salary by contribution assumption: employee only about $74,980 at 4% or $49,986 at 6%; with 50% employer match about $49,986 at 4% or $33,324 at 6%; with 100% employer match about $37,490 at 4% or $24,993 at 6%.
Energy Sec 403(B) Plan-11$229,157$32,991$2,999iApproximate average salary by contribution assumption: employee only about $74,980 at 4% or $49,986 at 6%; with 50% employer match about $49,986 at 4% or $33,324 at 6%; with 100% employer match about $37,490 at 4% or $24,993 at 6%.
2018111$199,649$6,198$563iApproximate average salary by contribution assumption: employee only about $14,086 at 4% or $9,391 at 6%; with 50% employer match about $9,391 at 4% or $6,261 at 6%; with 100% employer match about $7,043 at 4% or $4,695 at 6%.
Energy Sec 403(B) Plan-11$199,649$6,198$563iApproximate average salary by contribution assumption: employee only about $14,086 at 4% or $9,391 at 6%; with 50% employer match about $9,391 at 4% or $6,261 at 6%; with 100% employer match about $7,043 at 4% or $4,695 at 6%.
2017110$208,816$5,259$526iApproximate average salary by contribution assumption: employee only about $13,148 at 4% or $8,765 at 6%; with 50% employer match about $8,765 at 4% or $5,843 at 6%; with 100% employer match about $6,574 at 4% or $4,383 at 6%.
Energy Sec 403(B) Plan-10$208,816$5,259$526iApproximate average salary by contribution assumption: employee only about $13,148 at 4% or $8,765 at 6%; with 50% employer match about $8,765 at 4% or $5,843 at 6%; with 100% employer match about $6,574 at 4% or $4,383 at 6%.
2016112$178,630$10,625$885iApproximate average salary by contribution assumption: employee only about $22,135 at 4% or $14,757 at 6%; with 50% employer match about $14,757 at 4% or $9,838 at 6%; with 100% employer match about $11,068 at 4% or $7,378 at 6%.
Energy Sec 403(B) Plan-12$178,630$10,625$885iApproximate average salary by contribution assumption: employee only about $22,135 at 4% or $14,757 at 6%; with 50% employer match about $14,757 at 4% or $9,838 at 6%; with 100% employer match about $11,068 at 4% or $7,378 at 6%.
201518$161,037$21,086$2,636iApproximate average salary by contribution assumption: employee only about $65,894 at 4% or $43,929 at 6%; with 50% employer match about $43,929 at 4% or $29,286 at 6%; with 100% employer match about $32,947 at 4% or $21,965 at 6%.
Energy Sec 403(B) Plan-8$161,037$21,086$2,636iApproximate average salary by contribution assumption: employee only about $65,894 at 4% or $43,929 at 6%; with 50% employer match about $43,929 at 4% or $29,286 at 6%; with 100% employer match about $32,947 at 4% or $21,965 at 6%.
2014111$143,174$3,420$311iApproximate average salary by contribution assumption: employee only about $7,773 at 4% or $5,182 at 6%; with 50% employer match about $5,182 at 4% or $3,455 at 6%; with 100% employer match about $3,886 at 4% or $2,591 at 6%.
Energy Sec 403(B) Plan-11$143,174$3,420$311iApproximate average salary by contribution assumption: employee only about $7,773 at 4% or $5,182 at 6%; with 50% employer match about $5,182 at 4% or $3,455 at 6%; with 100% employer match about $3,886 at 4% or $2,591 at 6%.
2013111$133,764$48,119$4,374iApproximate average salary by contribution assumption: employee only about $109,361 at 4% or $72,908 at 6%; with 50% employer match about $72,908 at 4% or $48,605 at 6%; with 100% employer match about $54,681 at 4% or $36,454 at 6%.
Energy Sec 403(B) Plan-11$133,764$48,119$4,374iApproximate average salary by contribution assumption: employee only about $109,361 at 4% or $72,908 at 6%; with 50% employer match about $72,908 at 4% or $48,605 at 6%; with 100% employer match about $54,681 at 4% or $36,454 at 6%.
2012110$70,696$77,827$7,783iApproximate average salary by contribution assumption: employee only about $194,568 at 4% or $129,712 at 6%; with 50% employer match about $129,712 at 4% or $86,474 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%.
Energy Sec 403(B) Plan-10$70,696$77,827$7,783iApproximate average salary by contribution assumption: employee only about $194,568 at 4% or $129,712 at 6%; with 50% employer match about $129,712 at 4% or $86,474 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%.
201115$25,653$25,330$5,066iApproximate average salary by contribution assumption: employee only about $126,650 at 4% or $84,433 at 6%; with 50% employer match about $84,433 at 4% or $56,289 at 6%; with 100% employer match about $63,325 at 4% or $42,217 at 6%.
Energy Sec 403(B) Plan-5$25,653$25,330$5,066iApproximate average salary by contribution assumption: employee only about $126,650 at 4% or $84,433 at 6%; with 50% employer match about $84,433 at 4% or $56,289 at 6%; with 100% employer match about $63,325 at 4% or $42,217 at 6%.