Civic Intelligence

Set Management LLC

Plan context: Set Management LLC 401(K) Profit Sharing Plan

EIN 26-4196387 • Portland, OR • 16 filings • 1 plans

1714 NW Overton St., Ste APortland, OR 97209
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,294,671

2025 Contributions

$298,685

Historical Graphs

Total Assets Over Time

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

$3,161,418$1,580,709$0201020172024YearValue
$2,294,671Latest year 2024

Participants Over Time

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

121610201020172024YearValue
21Latest 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
202510$0$0-
Set Management LLC 401(K) Profit Sharing Plan-0---
2024121$2,294,671$298,685$14,223iApproximate average salary by contribution assumption: employee only about $355,577 at 4% or $237,052 at 6%; with 50% employer match about $237,052 at 4% or $158,034 at 6%; with 100% employer match about $177,789 at 4% or $118,526 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-21$2,294,671$298,685$14,223iApproximate average salary by contribution assumption: employee only about $355,577 at 4% or $237,052 at 6%; with 50% employer match about $237,052 at 4% or $158,034 at 6%; with 100% employer match about $177,789 at 4% or $118,526 at 6%.
2023118$1,852,373$229,710$12,762iApproximate average salary by contribution assumption: employee only about $319,042 at 4% or $212,694 at 6%; with 50% employer match about $212,694 at 4% or $141,796 at 6%; with 100% employer match about $159,521 at 4% or $106,347 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-18$1,852,373$229,710$12,762iApproximate average salary by contribution assumption: employee only about $319,042 at 4% or $212,694 at 6%; with 50% employer match about $212,694 at 4% or $141,796 at 6%; with 100% employer match about $159,521 at 4% or $106,347 at 6%.
2022118$1,602,654$234,856$13,048iApproximate average salary by contribution assumption: employee only about $326,189 at 4% or $217,459 at 6%; with 50% employer match about $217,459 at 4% or $144,973 at 6%; with 100% employer match about $163,094 at 4% or $108,730 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-18$1,602,654$234,856$13,048iApproximate average salary by contribution assumption: employee only about $326,189 at 4% or $217,459 at 6%; with 50% employer match about $217,459 at 4% or $144,973 at 6%; with 100% employer match about $163,094 at 4% or $108,730 at 6%.
2021115$1,978,222$358,695$23,913iApproximate average salary by contribution assumption: employee only about $597,825 at 4% or $398,550 at 6%; with 50% employer match about $398,550 at 4% or $265,700 at 6%; with 100% employer match about $298,913 at 4% or $199,275 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-15$1,978,222$358,695$23,913iApproximate average salary by contribution assumption: employee only about $597,825 at 4% or $398,550 at 6%; with 50% employer match about $398,550 at 4% or $265,700 at 6%; with 100% employer match about $298,913 at 4% or $199,275 at 6%.
2020122$3,161,418$300,736$13,670iApproximate average salary by contribution assumption: employee only about $341,745 at 4% or $227,830 at 6%; with 50% employer match about $227,830 at 4% or $151,887 at 6%; with 100% employer match about $170,873 at 4% or $113,915 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-22$3,161,418$300,736$13,670iApproximate average salary by contribution assumption: employee only about $341,745 at 4% or $227,830 at 6%; with 50% employer match about $227,830 at 4% or $151,887 at 6%; with 100% employer match about $170,873 at 4% or $113,915 at 6%.
2019125$3,136,499$242,336$9,693iApproximate average salary by contribution assumption: employee only about $242,336 at 4% or $161,557 at 6%; with 50% employer match about $161,557 at 4% or $107,705 at 6%; with 100% employer match about $121,168 at 4% or $80,779 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-25$3,136,499$242,336$9,693iApproximate average salary by contribution assumption: employee only about $242,336 at 4% or $161,557 at 6%; with 50% employer match about $161,557 at 4% or $107,705 at 6%; with 100% employer match about $121,168 at 4% or $80,779 at 6%.
2018137$2,768,929$503,725$13,614iApproximate average salary by contribution assumption: employee only about $340,355 at 4% or $226,903 at 6%; with 50% employer match about $226,903 at 4% or $151,269 at 6%; with 100% employer match about $170,177 at 4% or $113,452 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-37$2,768,929$503,725$13,614iApproximate average salary by contribution assumption: employee only about $340,355 at 4% or $226,903 at 6%; with 50% employer match about $226,903 at 4% or $151,269 at 6%; with 100% employer match about $170,177 at 4% or $113,452 at 6%.
2017183$2,843,070$580,577$6,995iApproximate average salary by contribution assumption: employee only about $174,873 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-83$2,843,070$580,577$6,995iApproximate average salary by contribution assumption: employee only about $174,873 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%.
2016162$2,211,112$530,393$8,555iApproximate average salary by contribution assumption: employee only about $213,868 at 4% or $142,579 at 6%; with 50% employer match about $142,579 at 4% or $95,053 at 6%; with 100% employer match about $106,934 at 4% or $71,289 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-62$2,211,112$530,393$8,555iApproximate average salary by contribution assumption: employee only about $213,868 at 4% or $142,579 at 6%; with 50% employer match about $142,579 at 4% or $95,053 at 6%; with 100% employer match about $106,934 at 4% or $71,289 at 6%.
20151121$1,714,013$464,306$3,837iApproximate average salary by contribution assumption: employee only about $95,931 at 4% or $63,954 at 6%; with 50% employer match about $63,954 at 4% or $42,636 at 6%; with 100% employer match about $47,965 at 4% or $31,977 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-121$1,714,013$464,306$3,837iApproximate average salary by contribution assumption: employee only about $95,931 at 4% or $63,954 at 6%; with 50% employer match about $63,954 at 4% or $42,636 at 6%; with 100% employer match about $47,965 at 4% or $31,977 at 6%.
2014182$1,301,979$373,109$4,550iApproximate average salary by contribution assumption: employee only about $113,753 at 4% or $75,835 at 6%; with 50% employer match about $75,835 at 4% or $50,557 at 6%; with 100% employer match about $56,876 at 4% or $37,918 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-82$1,301,979$373,109$4,550iApproximate average salary by contribution assumption: employee only about $113,753 at 4% or $75,835 at 6%; with 50% employer match about $75,835 at 4% or $50,557 at 6%; with 100% employer match about $56,876 at 4% or $37,918 at 6%.
2013152$872,047$322,374$6,200iApproximate average salary by contribution assumption: employee only about $154,988 at 4% or $103,325 at 6%; with 50% employer match about $103,325 at 4% or $68,883 at 6%; with 100% employer match about $77,494 at 4% or $51,663 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-52$872,047$322,374$6,200iApproximate average salary by contribution assumption: employee only about $154,988 at 4% or $103,325 at 6%; with 50% employer match about $103,325 at 4% or $68,883 at 6%; with 100% employer match about $77,494 at 4% or $51,663 at 6%.
2012121$440,780$168,402$8,019iApproximate average salary by contribution assumption: employee only about $200,479 at 4% or $133,652 at 6%; with 50% employer match about $133,652 at 4% or $89,102 at 6%; with 100% employer match about $100,239 at 4% or $66,826 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-21$440,780$168,402$8,019iApproximate average salary by contribution assumption: employee only about $200,479 at 4% or $133,652 at 6%; with 50% employer match about $133,652 at 4% or $89,102 at 6%; with 100% employer match about $100,239 at 4% or $66,826 at 6%.
2011112$246,008$139,675$11,640iApproximate average salary by contribution assumption: employee only about $290,990 at 4% or $193,993 at 6%; with 50% employer match about $193,993 at 4% or $129,329 at 6%; with 100% employer match about $145,495 at 4% or $96,997 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-12$246,008$139,675$11,640iApproximate average salary by contribution assumption: employee only about $290,990 at 4% or $193,993 at 6%; with 50% employer match about $193,993 at 4% or $129,329 at 6%; with 100% employer match about $145,495 at 4% or $96,997 at 6%.
201016$118,666$67,647$11,275iApproximate average salary by contribution assumption: employee only about $281,863 at 4% or $187,908 at 6%; with 50% employer match about $187,908 at 4% or $125,272 at 6%; with 100% employer match about $140,931 at 4% or $93,954 at 6%.
Set Management LLC 401(K) Profit Sharing Plan-6$118,666$67,647$11,275iApproximate average salary by contribution assumption: employee only about $281,863 at 4% or $187,908 at 6%; with 50% employer match about $187,908 at 4% or $125,272 at 6%; with 100% employer match about $140,931 at 4% or $93,954 at 6%.