Civic Intelligence

Etesian Wealth Advisors Inc

Plan context: Etesian Wealth Advisors, 401K Plan

EIN 27-1100313 • West Linn, OR • 17 filings • 8 plans

1969 Willamette Falls DrSuite 200West Linn, OR 97068
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$717,434

2025 Contributions

$112,723

Historical Graphs

Total Assets Over Time

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

$717,434$358,717$0201020182025YearValue
$717,434Latest year 2025

Participants Over Time

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

840201020182025YearValue
8Latest year 2025

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
202518$717,434$112,723$14,090iApproximate average salary by contribution assumption: employee only about $352,259 at 4% or $234,840 at 6%; with 50% employer match about $234,840 at 4% or $156,560 at 6%; with 100% employer match about $176,130 at 4% or $117,420 at 6%.
Etesian Wealth Advisors, 401K Plan-8$717,434$112,723$14,090iApproximate average salary by contribution assumption: employee only about $352,259 at 4% or $234,840 at 6%; with 50% employer match about $234,840 at 4% or $156,560 at 6%; with 100% employer match about $176,130 at 4% or $117,420 at 6%.
202416$542,694$54,869$9,145iApproximate average salary by contribution assumption: employee only about $228,621 at 4% or $152,414 at 6%; with 50% employer match about $152,414 at 4% or $101,609 at 6%; with 100% employer match about $114,310 at 4% or $76,207 at 6%.
Etesian Wealth Advisors, 401K Plan-6$542,694$54,869$9,145iApproximate average salary by contribution assumption: employee only about $228,621 at 4% or $152,414 at 6%; with 50% employer match about $152,414 at 4% or $101,609 at 6%; with 100% employer match about $114,310 at 4% or $76,207 at 6%.
202316$409,952$52,318$8,720iApproximate average salary by contribution assumption: employee only about $217,992 at 4% or $145,328 at 6%; with 50% employer match about $145,328 at 4% or $96,885 at 6%; with 100% employer match about $108,996 at 4% or $72,664 at 6%.
Etesian Wealth Advisors, 401K Plan-6$409,952$52,318$8,720iApproximate average salary by contribution assumption: employee only about $217,992 at 4% or $145,328 at 6%; with 50% employer match about $145,328 at 4% or $96,885 at 6%; with 100% employer match about $108,996 at 4% or $72,664 at 6%.
202217$250,945-$14,867-
Etesian Wealth Advisors, 401K Plan-7$250,945-$14,867-
202116$160,085$46,410$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.
Etesian Wealth Advisors, 401K Plan-6$160,085$46,410$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.
202015$150,338$87,229$17,446iApproximate average salary by contribution assumption: employee only about $436,145 at 4% or $290,763 at 6%; with 50% employer match about $290,763 at 4% or $193,842 at 6%; with 100% employer match about $218,073 at 4% or $145,382 at 6%.
Etesian Wealth Advisors, 401K Plan-5$150,338$87,229$17,446iApproximate average salary by contribution assumption: employee only about $436,145 at 4% or $290,763 at 6%; with 50% employer match about $290,763 at 4% or $193,842 at 6%; with 100% employer match about $218,073 at 4% or $145,382 at 6%.
201915$189,616$20,938$4,188iApproximate average salary by contribution assumption: employee only about $104,690 at 4% or $69,793 at 6%; with 50% employer match about $69,793 at 4% or $46,529 at 6%; with 100% employer match about $52,345 at 4% or $34,897 at 6%.
Etesian Wealth Advisors, 401K Plan-5$189,616$20,938$4,188iApproximate average salary by contribution assumption: employee only about $104,690 at 4% or $69,793 at 6%; with 50% employer match about $69,793 at 4% or $46,529 at 6%; with 100% employer match about $52,345 at 4% or $34,897 at 6%.
201814$131,261$19,356$4,839iApproximate average salary by contribution assumption: employee only about $120,975 at 4% or $80,650 at 6%; with 50% employer match about $80,650 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
Etesian Wealth Advisors, 401K Plan-4$131,261$19,356$4,839iApproximate average salary by contribution assumption: employee only about $120,975 at 4% or $80,650 at 6%; with 50% employer match about $80,650 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
201714$128,645$33,569$8,392iApproximate average salary by contribution assumption: employee only about $209,806 at 4% or $139,871 at 6%; with 50% employer match about $139,871 at 4% or $93,247 at 6%; with 100% employer match about $104,903 at 4% or $69,935 at 6%.
Etesian Wealth Advisors, 401K Plan-4$128,645$33,569$8,392iApproximate average salary by contribution assumption: employee only about $209,806 at 4% or $139,871 at 6%; with 50% employer match about $139,871 at 4% or $93,247 at 6%; with 100% employer match about $104,903 at 4% or $69,935 at 6%.
201615$71,418$8,500$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
Etesian Wealth Advisors, 401K Plan-5$71,418$8,500$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
201513$26,347$59,792$19,931iApproximate average salary by contribution assumption: employee only about $498,267 at 4% or $332,178 at 6%; with 50% employer match about $332,178 at 4% or $221,452 at 6%; with 100% employer match about $249,133 at 4% or $166,089 at 6%.
Etesian Wealth Advisors, 401K Plan-3$26,347$59,792$19,931iApproximate average salary by contribution assumption: employee only about $498,267 at 4% or $332,178 at 6%; with 50% employer match about $332,178 at 4% or $221,452 at 6%; with 100% employer match about $249,133 at 4% or $166,089 at 6%.
201423$300,038$194,929$64,976iApproximate average salary by contribution assumption: employee only about $1,624,408 at 4% or $1,082,939 at 6%; with 50% employer match about $1,082,939 at 4% or $721,959 at 6%; with 100% employer match about $812,204 at 4% or $541,469 at 6%.
Etesian Wealth Advisors, 401K Plan-3$179,366$74,257$24,752iApproximate average salary by contribution assumption: employee only about $618,808 at 4% or $412,539 at 6%; with 50% employer match about $412,539 at 4% or $275,026 at 6%; with 100% employer match about $309,404 at 4% or $206,269 at 6%.
Etesian Wealth Advisors, 401K Plan-2$120,672$120,672$60,336iApproximate average salary by contribution assumption: employee only about $1,508,400 at 4% or $1,005,600 at 6%; with 50% employer match about $1,005,600 at 4% or $670,400 at 6%; with 100% employer match about $754,200 at 4% or $502,800 at 6%.
201312$108,485$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Etesian Wealth Advisors, 401K Plan-2$108,485$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201213$82,571$18,500$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
Etesian Wealth Advisors, 401K Plan-3$82,571$18,500$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
201112$70,500$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
Etesian Wealth Advisors, 401K Plan-2$70,500$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
201011$16,500$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Etesian Wealth Advisors, 401K Plan-1$16,500$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.