Civic Intelligence

Northline Wealth Management LLC

Plan context: Northline Wealth Management LLC 401(K) Plan

EIN 26-4777817 • Bend, OR • 9 filings • 1 plans

15 SW Colorado Ave Ste 4Bend, OR 97702-1229
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,219,151

2024 Contributions

$144,988

Historical Graphs

Total Assets Over Time

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

$1,219,151$609,576$0201620202024YearValue
$1,219,151Latest year 2024

Participants Over Time

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

740201620202024YearValue
6Latest 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
202416$1,219,151$144,988$24,165iApproximate average salary by contribution assumption: employee only about $604,117 at 4% or $402,744 at 6%; with 50% employer match about $402,744 at 4% or $268,496 at 6%; with 100% employer match about $302,058 at 4% or $201,372 at 6%.
Northline Wealth Management LLC 401(K) Plan-6$1,219,151$144,988$24,165iApproximate average salary by contribution assumption: employee only about $604,117 at 4% or $402,744 at 6%; with 50% employer match about $402,744 at 4% or $268,496 at 6%; with 100% employer match about $302,058 at 4% or $201,372 at 6%.
202316$983,460$143,180$23,863iApproximate average salary by contribution assumption: employee only about $596,583 at 4% or $397,722 at 6%; with 50% employer match about $397,722 at 4% or $265,148 at 6%; with 100% employer match about $298,292 at 4% or $198,861 at 6%.
Northline Wealth Management LLC 401(K) Plan-6$983,460$143,180$23,863iApproximate average salary by contribution assumption: employee only about $596,583 at 4% or $397,722 at 6%; with 50% employer match about $397,722 at 4% or $265,148 at 6%; with 100% employer match about $298,292 at 4% or $198,861 at 6%.
202217$886,949$137,507$19,644iApproximate average salary by contribution assumption: employee only about $491,096 at 4% or $327,398 at 6%; with 50% employer match about $327,398 at 4% or $218,265 at 6%; with 100% employer match about $245,548 at 4% or $163,699 at 6%.
Northline Wealth Management LLC 401(K) Plan-7$886,949$137,507$19,644iApproximate average salary by contribution assumption: employee only about $491,096 at 4% or $327,398 at 6%; with 50% employer match about $327,398 at 4% or $218,265 at 6%; with 100% employer match about $245,548 at 4% or $163,699 at 6%.
202117$810,333$132,336$18,905iApproximate average salary by contribution assumption: employee only about $472,629 at 4% or $315,086 at 6%; with 50% employer match about $315,086 at 4% or $210,057 at 6%; with 100% employer match about $236,314 at 4% or $157,543 at 6%.
Northline Wealth Management LLC 401(K) Plan-7$810,333$132,336$18,905iApproximate average salary by contribution assumption: employee only about $472,629 at 4% or $315,086 at 6%; with 50% employer match about $315,086 at 4% or $210,057 at 6%; with 100% employer match about $236,314 at 4% or $157,543 at 6%.
202017$691,759$131,688$18,813iApproximate average salary by contribution assumption: employee only about $470,314 at 4% or $313,543 at 6%; with 50% employer match about $313,543 at 4% or $209,029 at 6%; with 100% employer match about $235,157 at 4% or $156,771 at 6%.
Northline Wealth Management LLC 401(K) Plan-7$691,759$131,688$18,813iApproximate average salary by contribution assumption: employee only about $470,314 at 4% or $313,543 at 6%; with 50% employer match about $313,543 at 4% or $209,029 at 6%; with 100% employer match about $235,157 at 4% or $156,771 at 6%.
201917$553,017$117,609$16,801iApproximate average salary by contribution assumption: employee only about $420,032 at 4% or $280,021 at 6%; with 50% employer match about $280,021 at 4% or $186,681 at 6%; with 100% employer match about $210,016 at 4% or $140,011 at 6%.
Northline Wealth Management LLC 401(K) Plan-7$553,017$117,609$16,801iApproximate average salary by contribution assumption: employee only about $420,032 at 4% or $280,021 at 6%; with 50% employer match about $280,021 at 4% or $186,681 at 6%; with 100% employer match about $210,016 at 4% or $140,011 at 6%.
201816$433,062$90,843$15,141iApproximate average salary by contribution assumption: employee only about $378,513 at 4% or $252,342 at 6%; with 50% employer match about $252,342 at 4% or $168,228 at 6%; with 100% employer match about $189,256 at 4% or $126,171 at 6%.
Northline Wealth Management LLC 401(K) Plan-6$433,062$90,843$15,141iApproximate average salary by contribution assumption: employee only about $378,513 at 4% or $252,342 at 6%; with 50% employer match about $252,342 at 4% or $168,228 at 6%; with 100% employer match about $189,256 at 4% or $126,171 at 6%.
201716$372,880$94,976$15,829iApproximate average salary by contribution assumption: employee only about $395,733 at 4% or $263,822 at 6%; with 50% employer match about $263,822 at 4% or $175,881 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%.
Northline Wealth Management LLC 401(K) Plan-6$372,880$94,976$15,829iApproximate average salary by contribution assumption: employee only about $395,733 at 4% or $263,822 at 6%; with 50% employer match about $263,822 at 4% or $175,881 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%.
201616$263,487$251,417$41,903iApproximate average salary by contribution assumption: employee only about $1,047,571 at 4% or $698,381 at 6%; with 50% employer match about $698,381 at 4% or $465,587 at 6%; with 100% employer match about $523,785 at 4% or $349,190 at 6%.
Northline Wealth Management LLC 401(K) Plan-6$263,487$251,417$41,903iApproximate average salary by contribution assumption: employee only about $1,047,571 at 4% or $698,381 at 6%; with 50% employer match about $698,381 at 4% or $465,587 at 6%; with 100% employer match about $523,785 at 4% or $349,190 at 6%.