Civic Intelligence

CEDAR MOUNTAIN ADVISORS- PRIVATE CLIENT GROUP

Plan context: CMA-PCG 401(K) PLAN

EIN 30-0703360 • Lake Oswego, OR • 7 filings • 1 plans

5285 Meadows RdSuite 360Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,030,829

2025 Contributions

$201,444

Historical Graphs

Total Assets Over Time

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

$3,030,829$1,515,415$0201920222025YearValue
$3,030,829Latest year 2025

Participants Over Time

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

1160201920222025YearValue
11Latest 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
2025111$3,030,829$201,444$18,313iApproximate average salary by contribution assumption: employee only about $457,827 at 4% or $305,218 at 6%; with 50% employer match about $305,218 at 4% or $203,479 at 6%; with 100% employer match about $228,914 at 4% or $152,609 at 6%.
CMA-PCG 401(K) PLAN-11$3,030,829$201,444$18,313iApproximate average salary by contribution assumption: employee only about $457,827 at 4% or $305,218 at 6%; with 50% employer match about $305,218 at 4% or $203,479 at 6%; with 100% employer match about $228,914 at 4% or $152,609 at 6%.
2024111$2,447,032$195,209$17,746iApproximate average salary by contribution assumption: employee only about $443,657 at 4% or $295,771 at 6%; with 50% employer match about $295,771 at 4% or $197,181 at 6%; with 100% employer match about $221,828 at 4% or $147,886 at 6%.
CMA-PCG 401(K) PLAN-11$2,447,032$195,209$17,746iApproximate average salary by contribution assumption: employee only about $443,657 at 4% or $295,771 at 6%; with 50% employer match about $295,771 at 4% or $197,181 at 6%; with 100% employer match about $221,828 at 4% or $147,886 at 6%.
2023111$1,873,746$1,037,368$94,306iApproximate average salary by contribution assumption: employee only about $2,357,655 at 4% or $1,571,770 at 6%; with 50% employer match about $1,571,770 at 4% or $1,047,846 at 6%; with 100% employer match about $1,178,827 at 4% or $785,885 at 6%.
CMA-PCG 401(K) PLAN-11$1,873,746$1,037,368$94,306iApproximate average salary by contribution assumption: employee only about $2,357,655 at 4% or $1,571,770 at 6%; with 50% employer match about $1,571,770 at 4% or $1,047,846 at 6%; with 100% employer match about $1,178,827 at 4% or $785,885 at 6%.
202219$599,934$178,694$19,855iApproximate average salary by contribution assumption: employee only about $496,372 at 4% or $330,915 at 6%; with 50% employer match about $330,915 at 4% or $220,610 at 6%; with 100% employer match about $248,186 at 4% or $165,457 at 6%.
CMA-PCG 401(K) PLAN-9$599,934$178,694$19,855iApproximate average salary by contribution assumption: employee only about $496,372 at 4% or $330,915 at 6%; with 50% employer match about $330,915 at 4% or $220,610 at 6%; with 100% employer match about $248,186 at 4% or $165,457 at 6%.
202119$550,304$147,776$16,420iApproximate average salary by contribution assumption: employee only about $410,489 at 4% or $273,659 at 6%; with 50% employer match about $273,659 at 4% or $182,440 at 6%; with 100% employer match about $205,244 at 4% or $136,830 at 6%.
CMA-PCG 401(K) PLAN-9$550,304$147,776$16,420iApproximate average salary by contribution assumption: employee only about $410,489 at 4% or $273,659 at 6%; with 50% employer match about $273,659 at 4% or $182,440 at 6%; with 100% employer match about $205,244 at 4% or $136,830 at 6%.
202019$316,673$140,481$15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%.
CMA-PCG 401(K) PLAN-9$316,673$140,481$15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%.
201919$120,904$110,838$12,315iApproximate average salary by contribution assumption: employee only about $307,883 at 4% or $205,256 at 6%; with 50% employer match about $205,256 at 4% or $136,837 at 6%; with 100% employer match about $153,942 at 4% or $102,628 at 6%.
CMA-PCG 401(K) PLAN-9$120,904$110,838$12,315iApproximate average salary by contribution assumption: employee only about $307,883 at 4% or $205,256 at 6%; with 50% employer match about $205,256 at 4% or $136,837 at 6%; with 100% employer match about $153,942 at 4% or $102,628 at 6%.