Civic Intelligence

One Source Quote Inc

Plan context: One Source Quote Inc 401 K Profit Sharing Plan Trust

EIN 26-4330208 • Portland, OR • 13 filings • 3 plans

1327 SE Tacoma Street, Suite 389Portland, OR 97202
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$628,173

2023 Contributions

$25,073

Historical Graphs

Total Assets Over Time

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

$725,344$362,672$0201120172022YearValue
$628,173Latest year 2022

Participants Over Time

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

210201120172022YearValue
2Latest year 2022

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
202310$0$25,073-
One Source Quote Inc 401 K Profit Sharing Plan Trust-0$0$25,073-
202212$628,173$54,562$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$628,173$54,562$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
202112$725,344$45,446$22,723iApproximate average salary by contribution assumption: employee only about $568,075 at 4% or $378,717 at 6%; with 50% employer match about $378,717 at 4% or $252,478 at 6%; with 100% employer match about $284,038 at 4% or $189,358 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$725,344$45,446$22,723iApproximate average salary by contribution assumption: employee only about $568,075 at 4% or $378,717 at 6%; with 50% employer match about $378,717 at 4% or $252,478 at 6%; with 100% employer match about $284,038 at 4% or $189,358 at 6%.
202012$576,773$71,935$35,968iApproximate average salary by contribution assumption: employee only about $899,188 at 4% or $599,458 at 6%; with 50% employer match about $599,458 at 4% or $399,639 at 6%; with 100% employer match about $449,594 at 4% or $299,729 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$576,773$71,935$35,968iApproximate average salary by contribution assumption: employee only about $899,188 at 4% or $599,458 at 6%; with 50% employer match about $599,458 at 4% or $399,639 at 6%; with 100% employer match about $449,594 at 4% or $299,729 at 6%.
201912$407,797$69,998$34,999iApproximate average salary by contribution assumption: employee only about $874,975 at 4% or $583,317 at 6%; with 50% employer match about $583,317 at 4% or $388,878 at 6%; with 100% employer match about $437,488 at 4% or $291,658 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$407,797$69,998$34,999iApproximate average salary by contribution assumption: employee only about $874,975 at 4% or $583,317 at 6%; with 50% employer match about $583,317 at 4% or $388,878 at 6%; with 100% employer match about $437,488 at 4% or $291,658 at 6%.
201812$271,164$70,389$35,195iApproximate average salary by contribution assumption: employee only about $879,863 at 4% or $586,575 at 6%; with 50% employer match about $586,575 at 4% or $391,050 at 6%; with 100% employer match about $439,931 at 4% or $293,288 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$271,164$70,389$35,195iApproximate average salary by contribution assumption: employee only about $879,863 at 4% or $586,575 at 6%; with 50% employer match about $586,575 at 4% or $391,050 at 6%; with 100% employer match about $439,931 at 4% or $293,288 at 6%.
201712$215,444$66,409$33,205iApproximate average salary by contribution assumption: employee only about $830,113 at 4% or $553,408 at 6%; with 50% employer match about $553,408 at 4% or $368,939 at 6%; with 100% employer match about $415,056 at 4% or $276,704 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$215,444$66,409$33,205iApproximate average salary by contribution assumption: employee only about $830,113 at 4% or $553,408 at 6%; with 50% employer match about $553,408 at 4% or $368,939 at 6%; with 100% employer match about $415,056 at 4% or $276,704 at 6%.
201612$126,291$37,722$18,861iApproximate average salary by contribution assumption: employee only about $471,525 at 4% or $314,350 at 6%; with 50% employer match about $314,350 at 4% or $209,567 at 6%; with 100% employer match about $235,763 at 4% or $157,175 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$126,291$37,722$18,861iApproximate average salary by contribution assumption: employee only about $471,525 at 4% or $314,350 at 6%; with 50% employer match about $314,350 at 4% or $209,567 at 6%; with 100% employer match about $235,763 at 4% or $157,175 at 6%.
201512$81,653$27,133$13,567iApproximate average salary by contribution assumption: employee only about $339,163 at 4% or $226,108 at 6%; with 50% employer match about $226,108 at 4% or $150,739 at 6%; with 100% employer match about $169,581 at 4% or $113,054 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-2$81,653$27,133$13,567iApproximate average salary by contribution assumption: employee only about $339,163 at 4% or $226,108 at 6%; with 50% employer match about $226,108 at 4% or $150,739 at 6%; with 100% employer match about $169,581 at 4% or $113,054 at 6%.
201411$55,188$23,406$23,406iApproximate average salary by contribution assumption: employee only about $585,150 at 4% or $390,100 at 6%; with 50% employer match about $390,100 at 4% or $260,067 at 6%; with 100% employer match about $292,575 at 4% or $195,050 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-1$55,188$23,406$23,406iApproximate average salary by contribution assumption: employee only about $585,150 at 4% or $390,100 at 6%; with 50% employer match about $390,100 at 4% or $260,067 at 6%; with 100% employer match about $292,575 at 4% or $195,050 at 6%.
201311$28,404$10,544$10,544iApproximate average salary by contribution assumption: employee only about $263,600 at 4% or $175,733 at 6%; with 50% employer match about $175,733 at 4% or $117,156 at 6%; with 100% employer match about $131,800 at 4% or $87,867 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-1$28,404$10,544$10,544iApproximate average salary by contribution assumption: employee only about $263,600 at 4% or $175,733 at 6%; with 50% employer match about $175,733 at 4% or $117,156 at 6%; with 100% employer match about $131,800 at 4% or $87,867 at 6%.
201211$14,149$9,306$9,306iApproximate average salary by contribution assumption: employee only about $232,650 at 4% or $155,100 at 6%; with 50% employer match about $155,100 at 4% or $103,400 at 6%; with 100% employer match about $116,325 at 4% or $77,550 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-1$14,149$9,306$9,306iApproximate average salary by contribution assumption: employee only about $232,650 at 4% or $155,100 at 6%; with 50% employer match about $155,100 at 4% or $103,400 at 6%; with 100% employer match about $116,325 at 4% or $77,550 at 6%.
201111$4,081$4,020$4,020iApproximate average salary by contribution assumption: employee only about $100,500 at 4% or $67,000 at 6%; with 50% employer match about $67,000 at 4% or $44,667 at 6%; with 100% employer match about $50,250 at 4% or $33,500 at 6%.
One Source Quote Inc 401 K Profit Sharing Plan Trust-1$4,081$4,020$4,020iApproximate average salary by contribution assumption: employee only about $100,500 at 4% or $67,000 at 6%; with 50% employer match about $67,000 at 4% or $44,667 at 6%; with 100% employer match about $50,250 at 4% or $33,500 at 6%.