Eagle Wealth Management Incorporated
Plan context: Eagle Wealth Management Retirement Trust
EIN 26-4804997 • Bend, OR • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,676,255
2025 Contributions
$178,888
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $178,888 | - |
| Eagle Wealth Management Retirement Trust | - | 0 | $0 | $178,888 | - |
| 2024 | 1 | 16 | $1,676,255 | $240,992 | $15,062iApproximate average salary by contribution assumption: employee only about $376,550 at 4% or $251,033 at 6%; with 50% employer match about $251,033 at 4% or $167,356 at 6%; with 100% employer match about $188,275 at 4% or $125,517 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 16 | $1,676,255 | $240,992 | $15,062iApproximate average salary by contribution assumption: employee only about $376,550 at 4% or $251,033 at 6%; with 50% employer match about $251,033 at 4% or $167,356 at 6%; with 100% employer match about $188,275 at 4% or $125,517 at 6%. |
| 2023 | 1 | 14 | $1,494,847 | $276,447 | $19,746iApproximate average salary by contribution assumption: employee only about $493,655 at 4% or $329,104 at 6%; with 50% employer match about $329,104 at 4% or $219,402 at 6%; with 100% employer match about $246,828 at 4% or $164,552 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 14 | $1,494,847 | $276,447 | $19,746iApproximate average salary by contribution assumption: employee only about $493,655 at 4% or $329,104 at 6%; with 50% employer match about $329,104 at 4% or $219,402 at 6%; with 100% employer match about $246,828 at 4% or $164,552 at 6%. |
| 2022 | 1 | 13 | $1,104,541 | $233,193 | $17,938iApproximate average salary by contribution assumption: employee only about $448,448 at 4% or $298,965 at 6%; with 50% employer match about $298,965 at 4% or $199,310 at 6%; with 100% employer match about $224,224 at 4% or $149,483 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 13 | $1,104,541 | $233,193 | $17,938iApproximate average salary by contribution assumption: employee only about $448,448 at 4% or $298,965 at 6%; with 50% employer match about $298,965 at 4% or $199,310 at 6%; with 100% employer match about $224,224 at 4% or $149,483 at 6%. |
| 2021 | 1 | 9 | $1,062,728 | $162,715 | $18,079iApproximate average salary by contribution assumption: employee only about $451,986 at 4% or $301,324 at 6%; with 50% employer match about $301,324 at 4% or $200,883 at 6%; with 100% employer match about $225,993 at 4% or $150,662 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 9 | $1,062,728 | $162,715 | $18,079iApproximate average salary by contribution assumption: employee only about $451,986 at 4% or $301,324 at 6%; with 50% employer match about $301,324 at 4% or $200,883 at 6%; with 100% employer match about $225,993 at 4% or $150,662 at 6%. |
| 2020 | 1 | 8 | $800,449 | $116,103 | $14,513iApproximate average salary by contribution assumption: employee only about $362,822 at 4% or $241,881 at 6%; with 50% employer match about $241,881 at 4% or $161,254 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 8 | $800,449 | $116,103 | $14,513iApproximate average salary by contribution assumption: employee only about $362,822 at 4% or $241,881 at 6%; with 50% employer match about $241,881 at 4% or $161,254 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%. |
| 2019 | 1 | 8 | $880,991 | $81,285 | $10,161iApproximate average salary by contribution assumption: employee only about $254,016 at 4% or $169,344 at 6%; with 50% employer match about $169,344 at 4% or $112,896 at 6%; with 100% employer match about $127,008 at 4% or $84,672 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 8 | $880,991 | $81,285 | $10,161iApproximate average salary by contribution assumption: employee only about $254,016 at 4% or $169,344 at 6%; with 50% employer match about $169,344 at 4% or $112,896 at 6%; with 100% employer match about $127,008 at 4% or $84,672 at 6%. |
| 2018 | 1 | 7 | $662,928 | $142,831 | $20,404iApproximate average salary by contribution assumption: employee only about $510,111 at 4% or $340,074 at 6%; with 50% employer match about $340,074 at 4% or $226,716 at 6%; with 100% employer match about $255,055 at 4% or $170,037 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 7 | $662,928 | $142,831 | $20,404iApproximate average salary by contribution assumption: employee only about $510,111 at 4% or $340,074 at 6%; with 50% employer match about $340,074 at 4% or $226,716 at 6%; with 100% employer match about $255,055 at 4% or $170,037 at 6%. |
| 2017 | 1 | 6 | $566,617 | $130,090 | $21,682iApproximate average salary by contribution assumption: employee only about $542,042 at 4% or $361,361 at 6%; with 50% employer match about $361,361 at 4% or $240,907 at 6%; with 100% employer match about $271,021 at 4% or $180,681 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 6 | $566,617 | $130,090 | $21,682iApproximate average salary by contribution assumption: employee only about $542,042 at 4% or $361,361 at 6%; with 50% employer match about $361,361 at 4% or $240,907 at 6%; with 100% employer match about $271,021 at 4% or $180,681 at 6%. |
| 2016 | 1 | 5 | $359,590 | $117,416 | $23,483iApproximate average salary by contribution assumption: employee only about $587,080 at 4% or $391,387 at 6%; with 50% employer match about $391,387 at 4% or $260,924 at 6%; with 100% employer match about $293,540 at 4% or $195,693 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 5 | $359,590 | $117,416 | $23,483iApproximate average salary by contribution assumption: employee only about $587,080 at 4% or $391,387 at 6%; with 50% employer match about $391,387 at 4% or $260,924 at 6%; with 100% employer match about $293,540 at 4% or $195,693 at 6%. |
| 2015 | 1 | 4 | $222,514 | $125,741 | $31,435iApproximate average salary by contribution assumption: employee only about $785,881 at 4% or $523,921 at 6%; with 50% employer match about $523,921 at 4% or $349,281 at 6%; with 100% employer match about $392,941 at 4% or $261,960 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 4 | $222,514 | $125,741 | $31,435iApproximate average salary by contribution assumption: employee only about $785,881 at 4% or $523,921 at 6%; with 50% employer match about $523,921 at 4% or $349,281 at 6%; with 100% employer match about $392,941 at 4% or $261,960 at 6%. |
| 2014 | 1 | 4 | $98,651 | $96,568 | $24,142iApproximate average salary by contribution assumption: employee only about $603,550 at 4% or $402,367 at 6%; with 50% employer match about $402,367 at 4% or $268,244 at 6%; with 100% employer match about $301,775 at 4% or $201,183 at 6%. |
| Eagle Wealth Management Retirement Trust | - | 4 | $98,651 | $96,568 | $24,142iApproximate average salary by contribution assumption: employee only about $603,550 at 4% or $402,367 at 6%; with 50% employer match about $402,367 at 4% or $268,244 at 6%; with 100% employer match about $301,775 at 4% or $201,183 at 6%. |