Civic Intelligence

The Foundation for Excellence

Plan context: The Foundation for Excellence 401 K Profit Sharing Plan Trust

EIN 27-4682873 • Wilsonville, OR • 12 filings • 2 plans

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11984 SW Lausanne StWilsonville, OR 97070-7369
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$158,609

2024 Contributions

$2,250

Historical Graphs

Total Assets Over Time

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

$336,032$168,016$0201320182023YearValue
$158,609Latest year 2023

Participants Over Time

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

420201320182023YearValue
1Latest year 2023

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
202410$0$2,250-
The Foundation for Excellence 401 K Profit Sharing Plan Trust-0$0$2,250-
202311$158,609$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-1$158,609$25,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
202211$111,201$46,468$46,468iApproximate average salary by contribution assumption: employee only about $1,161,700 at 4% or $774,467 at 6%; with 50% employer match about $774,467 at 4% or $516,311 at 6%; with 100% employer match about $580,850 at 4% or $387,233 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-1$111,201$46,468$46,468iApproximate average salary by contribution assumption: employee only about $1,161,700 at 4% or $774,467 at 6%; with 50% employer match about $774,467 at 4% or $516,311 at 6%; with 100% employer match about $580,850 at 4% or $387,233 at 6%.
202113$287,732$44,102$14,701iApproximate average salary by contribution assumption: employee only about $367,517 at 4% or $245,011 at 6%; with 50% employer match about $245,011 at 4% or $163,341 at 6%; with 100% employer match about $183,758 at 4% or $122,506 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-3$287,732$44,102$14,701iApproximate average salary by contribution assumption: employee only about $367,517 at 4% or $245,011 at 6%; with 50% employer match about $245,011 at 4% or $163,341 at 6%; with 100% employer match about $183,758 at 4% or $122,506 at 6%.
202014$201,650$45,960$11,490iApproximate average salary by contribution assumption: employee only about $287,250 at 4% or $191,500 at 6%; with 50% employer match about $191,500 at 4% or $127,667 at 6%; with 100% employer match about $143,625 at 4% or $95,750 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$201,650$45,960$11,490iApproximate average salary by contribution assumption: employee only about $287,250 at 4% or $191,500 at 6%; with 50% employer match about $191,500 at 4% or $127,667 at 6%; with 100% employer match about $143,625 at 4% or $95,750 at 6%.
201913$336,032$73,899$24,633iApproximate average salary by contribution assumption: employee only about $615,825 at 4% or $410,550 at 6%; with 50% employer match about $410,550 at 4% or $273,700 at 6%; with 100% employer match about $307,913 at 4% or $205,275 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-3$336,032$73,899$24,633iApproximate average salary by contribution assumption: employee only about $615,825 at 4% or $410,550 at 6%; with 50% employer match about $410,550 at 4% or $273,700 at 6%; with 100% employer match about $307,913 at 4% or $205,275 at 6%.
201814$279,427$60,678$15,170iApproximate average salary by contribution assumption: employee only about $379,238 at 4% or $252,825 at 6%; with 50% employer match about $252,825 at 4% or $168,550 at 6%; with 100% employer match about $189,619 at 4% or $126,413 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$279,427$60,678$15,170iApproximate average salary by contribution assumption: employee only about $379,238 at 4% or $252,825 at 6%; with 50% employer match about $252,825 at 4% or $168,550 at 6%; with 100% employer match about $189,619 at 4% or $126,413 at 6%.
201714$220,484$56,419$14,105iApproximate average salary by contribution assumption: employee only about $352,619 at 4% or $235,079 at 6%; with 50% employer match about $235,079 at 4% or $156,719 at 6%; with 100% employer match about $176,309 at 4% or $117,540 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$220,484$56,419$14,105iApproximate average salary by contribution assumption: employee only about $352,619 at 4% or $235,079 at 6%; with 50% employer match about $235,079 at 4% or $156,719 at 6%; with 100% employer match about $176,309 at 4% or $117,540 at 6%.
201614$141,429$51,557$12,889iApproximate average salary by contribution assumption: employee only about $322,231 at 4% or $214,821 at 6%; with 50% employer match about $214,821 at 4% or $143,214 at 6%; with 100% employer match about $161,116 at 4% or $107,410 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$141,429$51,557$12,889iApproximate average salary by contribution assumption: employee only about $322,231 at 4% or $214,821 at 6%; with 50% employer match about $214,821 at 4% or $143,214 at 6%; with 100% employer match about $161,116 at 4% or $107,410 at 6%.
201513$83,095$26,981$8,994iApproximate average salary by contribution assumption: employee only about $224,842 at 4% or $149,894 at 6%; with 50% employer match about $149,894 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,947 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-3$83,095$26,981$8,994iApproximate average salary by contribution assumption: employee only about $224,842 at 4% or $149,894 at 6%; with 50% employer match about $149,894 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,947 at 6%.
201414$58,113$41,627$10,407iApproximate average salary by contribution assumption: employee only about $260,169 at 4% or $173,446 at 6%; with 50% employer match about $173,446 at 4% or $115,631 at 6%; with 100% employer match about $130,084 at 4% or $86,723 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$58,113$41,627$10,407iApproximate average salary by contribution assumption: employee only about $260,169 at 4% or $173,446 at 6%; with 50% employer match about $173,446 at 4% or $115,631 at 6%; with 100% employer match about $130,084 at 4% or $86,723 at 6%.
201314$16,871$16,304$4,076iApproximate average salary by contribution assumption: employee only about $101,900 at 4% or $67,933 at 6%; with 50% employer match about $67,933 at 4% or $45,289 at 6%; with 100% employer match about $50,950 at 4% or $33,967 at 6%.
The Foundation for Excellence 401 K Profit Sharing Plan Trust-4$16,871$16,304$4,076iApproximate average salary by contribution assumption: employee only about $101,900 at 4% or $67,933 at 6%; with 50% employer match about $67,933 at 4% or $45,289 at 6%; with 100% employer match about $50,950 at 4% or $33,967 at 6%.