Civic Intelligence

Curzon Company LLC

Plan context: Curzon Company 401(K) Profit Sharing Plan

EIN 27-2364058 • Wilsonville, OR • 13 filings • 4 plans

PO Box 1728Wilsonville, OR 97070
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,937,806

2024 Contributions

$613,277

Historical Graphs

Total Assets Over Time

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

$2,937,806$1,468,903$0201120202024YearValue
$2,937,806Latest year 2024

Participants Over Time

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

840201120202024YearValue
7Latest 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
202427$2,937,806$613,277$87,611iApproximate average salary by contribution assumption: employee only about $2,190,275 at 4% or $1,460,183 at 6%; with 50% employer match about $1,460,183 at 4% or $973,456 at 6%; with 100% employer match about $1,095,138 at 4% or $730,092 at 6%.
Curzon Company 401(K) Profit Sharing Plan-7$2,085,823$196,897$28,128iApproximate average salary by contribution assumption: employee only about $703,204 at 4% or $468,802 at 6%; with 50% employer match about $468,802 at 4% or $312,535 at 6%; with 100% employer match about $351,602 at 4% or $234,401 at 6%.
CURZON COMPANY LLC CASH BALANCE PLAN-7$851,983$416,380$59,483iApproximate average salary by contribution assumption: employee only about $1,487,071 at 4% or $991,381 at 6%; with 50% employer match about $991,381 at 4% or $660,921 at 6%; with 100% employer match about $743,536 at 4% or $495,690 at 6%.
202327$2,048,972$603,789$86,256iApproximate average salary by contribution assumption: employee only about $2,156,389 at 4% or $1,437,593 at 6%; with 50% employer match about $1,437,593 at 4% or $958,395 at 6%; with 100% employer match about $1,078,195 at 4% or $718,796 at 6%.
Curzon Company 401(K) Profit Sharing Plan-7$1,631,739$186,556$26,651iApproximate average salary by contribution assumption: employee only about $666,271 at 4% or $444,181 at 6%; with 50% employer match about $444,181 at 4% or $296,121 at 6%; with 100% employer match about $333,136 at 4% or $222,090 at 6%.
CURZON COMPANY LLC CASH BALANCE PLAN-7$417,233$417,233$59,605iApproximate average salary by contribution assumption: employee only about $1,490,118 at 4% or $993,412 at 6%; with 50% employer match about $993,412 at 4% or $662,275 at 6%; with 100% employer match about $745,059 at 4% or $496,706 at 6%.
202217$1,200,531$175,160$25,023iApproximate average salary by contribution assumption: employee only about $625,571 at 4% or $417,048 at 6%; with 50% employer match about $417,048 at 4% or $278,032 at 6%; with 100% employer match about $312,786 at 4% or $208,524 at 6%.
Curzon Company 401(K) Profit Sharing Plan-7$1,200,531$175,160$25,023iApproximate average salary by contribution assumption: employee only about $625,571 at 4% or $417,048 at 6%; with 50% employer match about $417,048 at 4% or $278,032 at 6%; with 100% employer match about $312,786 at 4% or $208,524 at 6%.
202118$1,337,070$168,595$21,074iApproximate average salary by contribution assumption: employee only about $526,859 at 4% or $351,240 at 6%; with 50% employer match about $351,240 at 4% or $234,160 at 6%; with 100% employer match about $263,430 at 4% or $175,620 at 6%.
Curzon Company 401(K) Profit Sharing Plan-8$1,337,070$168,595$21,074iApproximate average salary by contribution assumption: employee only about $526,859 at 4% or $351,240 at 6%; with 50% employer match about $351,240 at 4% or $234,160 at 6%; with 100% employer match about $263,430 at 4% or $175,620 at 6%.
202018$994,249$195,230$24,404iApproximate average salary by contribution assumption: employee only about $610,094 at 4% or $406,729 at 6%; with 50% employer match about $406,729 at 4% or $271,153 at 6%; with 100% employer match about $305,047 at 4% or $203,365 at 6%.
Curzon Company 401(K) Profit Sharing Plan-8$994,249$195,230$24,404iApproximate average salary by contribution assumption: employee only about $610,094 at 4% or $406,729 at 6%; with 50% employer match about $406,729 at 4% or $271,153 at 6%; with 100% employer match about $305,047 at 4% or $203,365 at 6%.
201918$643,227$188,125$23,516iApproximate average salary by contribution assumption: employee only about $587,891 at 4% or $391,927 at 6%; with 50% employer match about $391,927 at 4% or $261,285 at 6%; with 100% employer match about $293,945 at 4% or $195,964 at 6%.
Curzon Company 401(K) Profit Sharing Plan-8$643,227$188,125$23,516iApproximate average salary by contribution assumption: employee only about $587,891 at 4% or $391,927 at 6%; with 50% employer match about $391,927 at 4% or $261,285 at 6%; with 100% employer match about $293,945 at 4% or $195,964 at 6%.
201817$364,532$177,589$25,370iApproximate average salary by contribution assumption: employee only about $634,246 at 4% or $422,831 at 6%; with 50% employer match about $422,831 at 4% or $281,887 at 6%; with 100% employer match about $317,123 at 4% or $211,415 at 6%.
Curzon Company 401(K) Profit Sharing Plan-7$364,532$177,589$25,370iApproximate average salary by contribution assumption: employee only about $634,246 at 4% or $422,831 at 6%; with 50% employer match about $422,831 at 4% or $281,887 at 6%; with 100% employer match about $317,123 at 4% or $211,415 at 6%.
201718$214,229$145,681$18,210iApproximate average salary by contribution assumption: employee only about $455,253 at 4% or $303,502 at 6%; with 50% employer match about $303,502 at 4% or $202,335 at 6%; with 100% employer match about $227,627 at 4% or $151,751 at 6%.
Curzon Company 401(K) Profit Sharing Plan-8$214,229$145,681$18,210iApproximate average salary by contribution assumption: employee only about $455,253 at 4% or $303,502 at 6%; with 50% employer match about $303,502 at 4% or $202,335 at 6%; with 100% employer match about $227,627 at 4% or $151,751 at 6%.
201618$70,365$71,865$8,983iApproximate average salary by contribution assumption: employee only about $224,578 at 4% or $149,719 at 6%; with 50% employer match about $149,719 at 4% or $99,813 at 6%; with 100% employer match about $112,289 at 4% or $74,859 at 6%.
Curzon Company 401(K) Profit Sharing Plan-8$70,365$71,865$8,983iApproximate average salary by contribution assumption: employee only about $224,578 at 4% or $149,719 at 6%; with 50% employer match about $149,719 at 4% or $99,813 at 6%; with 100% employer match about $112,289 at 4% or $74,859 at 6%.
201210$0$91,658-
Curzon Company 401(K) Profit Sharing Plan-0$0$91,658-
201114$85,651$86,722$21,681iApproximate average salary by contribution assumption: employee only about $542,013 at 4% or $361,342 at 6%; with 50% employer match about $361,342 at 4% or $240,894 at 6%; with 100% employer match about $271,006 at 4% or $180,671 at 6%.
Curzon Company 401(K) Profit Sharing Plan-4$85,651$86,722$21,681iApproximate average salary by contribution assumption: employee only about $542,013 at 4% or $361,342 at 6%; with 50% employer match about $361,342 at 4% or $240,894 at 6%; with 100% employer match about $271,006 at 4% or $180,671 at 6%.