Civic Intelligence

WILLAMETTE PARTNERSHIP

Plan context: WILLAMETTE PARTNERSHIP 401K PLAN

EIN 33-1103430 • Portland, OR • 12 filings • 1 plans

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1300 SE Stark St., Ste 210Portland, OR 97214
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,088,240

2024 Contributions

$221,473

Historical Graphs

Total Assets Over Time

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

$1,088,240$544,120$0201320192024YearValue
$1,088,240Latest year 2024

Participants Over Time

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

1790201320192024YearValue
17Latest 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
2024117$1,088,240$221,473$13,028iApproximate average salary by contribution assumption: employee only about $325,696 at 4% or $217,130 at 6%; with 50% employer match about $217,130 at 4% or $144,754 at 6%; with 100% employer match about $162,848 at 4% or $108,565 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-17$1,088,240$221,473$13,028iApproximate average salary by contribution assumption: employee only about $325,696 at 4% or $217,130 at 6%; with 50% employer match about $217,130 at 4% or $144,754 at 6%; with 100% employer match about $162,848 at 4% or $108,565 at 6%.
2023117$741,879$185,846$10,932iApproximate average salary by contribution assumption: employee only about $273,303 at 4% or $182,202 at 6%; with 50% employer match about $182,202 at 4% or $121,468 at 6%; with 100% employer match about $136,651 at 4% or $91,101 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-17$741,879$185,846$10,932iApproximate average salary by contribution assumption: employee only about $273,303 at 4% or $182,202 at 6%; with 50% employer match about $182,202 at 4% or $121,468 at 6%; with 100% employer match about $136,651 at 4% or $91,101 at 6%.
2022112$466,804$103,222$8,602iApproximate average salary by contribution assumption: employee only about $215,046 at 4% or $143,364 at 6%; with 50% employer match about $143,364 at 4% or $95,576 at 6%; with 100% employer match about $107,523 at 4% or $71,682 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-12$466,804$103,222$8,602iApproximate average salary by contribution assumption: employee only about $215,046 at 4% or $143,364 at 6%; with 50% employer match about $143,364 at 4% or $95,576 at 6%; with 100% employer match about $107,523 at 4% or $71,682 at 6%.
2021113$444,496$83,905$6,454iApproximate average salary by contribution assumption: employee only about $161,356 at 4% or $107,571 at 6%; with 50% employer match about $107,571 at 4% or $71,714 at 6%; with 100% employer match about $80,678 at 4% or $53,785 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-13$444,496$83,905$6,454iApproximate average salary by contribution assumption: employee only about $161,356 at 4% or $107,571 at 6%; with 50% employer match about $107,571 at 4% or $71,714 at 6%; with 100% employer match about $80,678 at 4% or $53,785 at 6%.
2020111$423,938$57,960$5,269iApproximate average salary by contribution assumption: employee only about $131,727 at 4% or $87,818 at 6%; with 50% employer match about $87,818 at 4% or $58,545 at 6%; with 100% employer match about $65,864 at 4% or $43,909 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-11$423,938$57,960$5,269iApproximate average salary by contribution assumption: employee only about $131,727 at 4% or $87,818 at 6%; with 50% employer match about $87,818 at 4% or $58,545 at 6%; with 100% employer match about $65,864 at 4% or $43,909 at 6%.
2019112$383,342$59,190$4,933iApproximate average salary by contribution assumption: employee only about $123,313 at 4% or $82,208 at 6%; with 50% employer match about $82,208 at 4% or $54,806 at 6%; with 100% employer match about $61,656 at 4% or $41,104 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-12$383,342$59,190$4,933iApproximate average salary by contribution assumption: employee only about $123,313 at 4% or $82,208 at 6%; with 50% employer match about $82,208 at 4% or $54,806 at 6%; with 100% employer match about $61,656 at 4% or $41,104 at 6%.
2018110$267,106$65,059$6,506iApproximate average salary by contribution assumption: employee only about $162,648 at 4% or $108,432 at 6%; with 50% employer match about $108,432 at 4% or $72,288 at 6%; with 100% employer match about $81,324 at 4% or $54,216 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-10$267,106$65,059$6,506iApproximate average salary by contribution assumption: employee only about $162,648 at 4% or $108,432 at 6%; with 50% employer match about $108,432 at 4% or $72,288 at 6%; with 100% employer match about $81,324 at 4% or $54,216 at 6%.
2017111$226,761$50,694$4,609iApproximate average salary by contribution assumption: employee only about $115,214 at 4% or $76,809 at 6%; with 50% employer match about $76,809 at 4% or $51,206 at 6%; with 100% employer match about $57,607 at 4% or $38,405 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-11$226,761$50,694$4,609iApproximate average salary by contribution assumption: employee only about $115,214 at 4% or $76,809 at 6%; with 50% employer match about $76,809 at 4% or $51,206 at 6%; with 100% employer match about $57,607 at 4% or $38,405 at 6%.
201619$155,743$43,708$4,856iApproximate average salary by contribution assumption: employee only about $121,411 at 4% or $80,941 at 6%; with 50% employer match about $80,941 at 4% or $53,960 at 6%; with 100% employer match about $60,706 at 4% or $40,470 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-9$155,743$43,708$4,856iApproximate average salary by contribution assumption: employee only about $121,411 at 4% or $80,941 at 6%; with 50% employer match about $80,941 at 4% or $53,960 at 6%; with 100% employer match about $60,706 at 4% or $40,470 at 6%.
201516$99,278$42,956$7,159iApproximate average salary by contribution assumption: employee only about $178,983 at 4% or $119,322 at 6%; with 50% employer match about $119,322 at 4% or $79,548 at 6%; with 100% employer match about $89,492 at 4% or $59,661 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-6$99,278$42,956$7,159iApproximate average salary by contribution assumption: employee only about $178,983 at 4% or $119,322 at 6%; with 50% employer match about $119,322 at 4% or $79,548 at 6%; with 100% employer match about $89,492 at 4% or $59,661 at 6%.
201416$65,558$36,337$6,056iApproximate average salary by contribution assumption: employee only about $151,404 at 4% or $100,936 at 6%; with 50% employer match about $100,936 at 4% or $67,291 at 6%; with 100% employer match about $75,702 at 4% or $50,468 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-6$65,558$36,337$6,056iApproximate average salary by contribution assumption: employee only about $151,404 at 4% or $100,936 at 6%; with 50% employer match about $100,936 at 4% or $67,291 at 6%; with 100% employer match about $75,702 at 4% or $50,468 at 6%.
201315$26,586$24,629$4,926iApproximate average salary by contribution assumption: employee only about $123,145 at 4% or $82,097 at 6%; with 50% employer match about $82,097 at 4% or $54,731 at 6%; with 100% employer match about $61,573 at 4% or $41,048 at 6%.
WILLAMETTE PARTNERSHIP 401K PLAN-5$26,586$24,629$4,926iApproximate average salary by contribution assumption: employee only about $123,145 at 4% or $82,097 at 6%; with 50% employer match about $82,097 at 4% or $54,731 at 6%; with 100% employer match about $61,573 at 4% or $41,048 at 6%.