Civic Intelligence

Independent Actuaries Inc.

Plan context: Independent Actuaries Inc. Profit Sharing Plan

EIN 36-4561119 • Lake Oswego, OR • 28 filings • 2 plans

Five Centerpointe, Suite 520Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$7,938,812

2024 Contributions

$644,739

Historical Graphs

Total Assets Over Time

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

$7,938,812$3,969,406$0200520152024YearValue
$7,938,812Latest year 2024

Participants Over Time

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

30150200520152024YearValue
26Latest 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
2024226$7,938,812$644,739$24,798iApproximate average salary by contribution assumption: employee only about $619,941 at 4% or $413,294 at 6%; with 50% employer match about $413,294 at 4% or $275,529 at 6%; with 100% employer match about $309,971 at 4% or $206,647 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-26$5,184,480$359,739$13,836iApproximate average salary by contribution assumption: employee only about $345,903 at 4% or $230,602 at 6%; with 50% employer match about $230,602 at 4% or $153,735 at 6%; with 100% employer match about $172,951 at 4% or $115,301 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-20$2,754,332$285,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
2023225$7,681,631$513,041$20,522iApproximate average salary by contribution assumption: employee only about $513,041 at 4% or $342,027 at 6%; with 50% employer match about $342,027 at 4% or $228,018 at 6%; with 100% employer match about $256,521 at 4% or $171,014 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-25$5,459,864$228,041$9,122iApproximate average salary by contribution assumption: employee only about $228,041 at 4% or $152,027 at 6%; with 50% employer match about $152,027 at 4% or $101,352 at 6%; with 100% employer match about $114,020 at 4% or $76,014 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-20$2,221,767$285,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
2022223$7,016,566$722,082$31,395iApproximate average salary by contribution assumption: employee only about $784,872 at 4% or $523,248 at 6%; with 50% employer match about $523,248 at 4% or $348,832 at 6%; with 100% employer match about $392,436 at 4% or $261,624 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-23$5,339,493$344,530$14,980iApproximate average salary by contribution assumption: employee only about $374,489 at 4% or $249,659 at 6%; with 50% employer match about $249,659 at 4% or $166,440 at 6%; with 100% employer match about $187,245 at 4% or $124,830 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-18$1,677,073$377,552$20,975iApproximate average salary by contribution assumption: employee only about $524,378 at 4% or $349,585 at 6%; with 50% employer match about $349,585 at 4% or $233,057 at 6%; with 100% employer match about $262,189 at 4% or $174,793 at 6%.
2021224$7,729,383$687,237$28,635iApproximate average salary by contribution assumption: employee only about $715,872 at 4% or $477,248 at 6%; with 50% employer match about $477,248 at 4% or $318,165 at 6%; with 100% employer match about $357,936 at 4% or $238,624 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-24$6,205,303$379,985$15,833iApproximate average salary by contribution assumption: employee only about $395,818 at 4% or $263,878 at 6%; with 50% employer match about $263,878 at 4% or $175,919 at 6%; with 100% employer match about $197,909 at 4% or $131,939 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-16$1,524,080$307,252$19,203iApproximate average salary by contribution assumption: employee only about $480,081 at 4% or $320,054 at 6%; with 50% employer match about $320,054 at 4% or $213,369 at 6%; with 100% employer match about $240,041 at 4% or $160,027 at 6%.
2020226$6,510,220$565,661$21,756iApproximate average salary by contribution assumption: employee only about $543,905 at 4% or $362,603 at 6%; with 50% employer match about $362,603 at 4% or $241,735 at 6%; with 100% employer match about $271,952 at 4% or $181,302 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-26$5,445,866$331,390$12,746iApproximate average salary by contribution assumption: employee only about $318,644 at 4% or $212,429 at 6%; with 50% employer match about $212,429 at 4% or $141,620 at 6%; with 100% employer match about $159,322 at 4% or $106,215 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-18$1,064,354$234,271$13,015iApproximate average salary by contribution assumption: employee only about $325,376 at 4% or $216,918 at 6%; with 50% employer match about $216,918 at 4% or $144,612 at 6%; with 100% employer match about $162,688 at 4% or $108,459 at 6%.
2019224$5,426,622$593,311$24,721iApproximate average salary by contribution assumption: employee only about $618,032 at 4% or $412,022 at 6%; with 50% employer match about $412,022 at 4% or $274,681 at 6%; with 100% employer match about $309,016 at 4% or $206,011 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-24$4,674,323$342,976$14,291iApproximate average salary by contribution assumption: employee only about $357,267 at 4% or $238,178 at 6%; with 50% employer match about $238,178 at 4% or $158,785 at 6%; with 100% employer match about $178,633 at 4% or $119,089 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-18$752,299$250,335$13,908iApproximate average salary by contribution assumption: employee only about $347,688 at 4% or $231,792 at 6%; with 50% employer match about $231,792 at 4% or $154,528 at 6%; with 100% employer match about $173,844 at 4% or $115,896 at 6%.
2018228$4,099,081$537,463$19,195iApproximate average salary by contribution assumption: employee only about $479,878 at 4% or $319,918 at 6%; with 50% employer match about $319,918 at 4% or $213,279 at 6%; with 100% employer match about $239,939 at 4% or $159,959 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-28$3,673,047$304,529$10,876iApproximate average salary by contribution assumption: employee only about $271,901 at 4% or $181,267 at 6%; with 50% employer match about $181,267 at 4% or $120,845 at 6%; with 100% employer match about $135,950 at 4% or $90,634 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-18$426,034$232,934$12,941iApproximate average salary by contribution assumption: employee only about $323,519 at 4% or $215,680 at 6%; with 50% employer match about $215,680 at 4% or $143,786 at 6%; with 100% employer match about $161,760 at 4% or $107,840 at 6%.
2017228$4,009,056$522,078$18,646iApproximate average salary by contribution assumption: employee only about $466,141 at 4% or $310,761 at 6%; with 50% employer match about $310,761 at 4% or $207,174 at 6%; with 100% employer match about $233,071 at 4% or $155,380 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-28$3,789,540$302,562$10,806iApproximate average salary by contribution assumption: employee only about $270,145 at 4% or $180,096 at 6%; with 50% employer match about $180,096 at 4% or $120,064 at 6%; with 100% employer match about $135,072 at 4% or $90,048 at 6%.
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN-19$219,516$219,516$11,553iApproximate average salary by contribution assumption: employee only about $288,837 at 4% or $192,558 at 6%; with 50% employer match about $192,558 at 4% or $128,372 at 6%; with 100% employer match about $144,418 at 4% or $96,279 at 6%.
2016126$2,944,570$317,172$12,199iApproximate average salary by contribution assumption: employee only about $304,973 at 4% or $203,315 at 6%; with 50% employer match about $203,315 at 4% or $135,544 at 6%; with 100% employer match about $152,487 at 4% or $101,658 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-26$2,944,570$317,172$12,199iApproximate average salary by contribution assumption: employee only about $304,973 at 4% or $203,315 at 6%; with 50% employer match about $203,315 at 4% or $135,544 at 6%; with 100% employer match about $152,487 at 4% or $101,658 at 6%.
2015130$3,091,643$294,488$9,816iApproximate average salary by contribution assumption: employee only about $245,407 at 4% or $163,604 at 6%; with 50% employer match about $163,604 at 4% or $109,070 at 6%; with 100% employer match about $122,703 at 4% or $81,802 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-30$3,091,643$294,488$9,816iApproximate average salary by contribution assumption: employee only about $245,407 at 4% or $163,604 at 6%; with 50% employer match about $163,604 at 4% or $109,070 at 6%; with 100% employer match about $122,703 at 4% or $81,802 at 6%.
2014129$2,844,904$335,263$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-29$2,844,904$335,263$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
2013127$3,399,090$229,187$8,488iApproximate average salary by contribution assumption: employee only about $212,210 at 4% or $141,473 at 6%; with 50% employer match about $141,473 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-27$3,399,090$229,187$8,488iApproximate average salary by contribution assumption: employee only about $212,210 at 4% or $141,473 at 6%; with 50% employer match about $141,473 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
2012124$2,692,184$182,332$7,597iApproximate average salary by contribution assumption: employee only about $189,929 at 4% or $126,619 at 6%; with 50% employer match about $126,619 at 4% or $84,413 at 6%; with 100% employer match about $94,965 at 4% or $63,310 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-24$2,692,184$182,332$7,597iApproximate average salary by contribution assumption: employee only about $189,929 at 4% or $126,619 at 6%; with 50% employer match about $126,619 at 4% or $84,413 at 6%; with 100% employer match about $94,965 at 4% or $63,310 at 6%.
2011123$2,694,122$165,432$7,193iApproximate average salary by contribution assumption: employee only about $179,817 at 4% or $119,878 at 6%; with 50% employer match about $119,878 at 4% or $79,919 at 6%; with 100% employer match about $89,909 at 4% or $59,939 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-23$2,694,122$165,432$7,193iApproximate average salary by contribution assumption: employee only about $179,817 at 4% or $119,878 at 6%; with 50% employer match about $119,878 at 4% or $79,919 at 6%; with 100% employer match about $89,909 at 4% or $59,939 at 6%.
2010126$2,476,776$139,230$5,355iApproximate average salary by contribution assumption: employee only about $133,875 at 4% or $89,250 at 6%; with 50% employer match about $89,250 at 4% or $59,500 at 6%; with 100% employer match about $66,938 at 4% or $44,625 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-26$2,476,776$139,230$5,355iApproximate average salary by contribution assumption: employee only about $133,875 at 4% or $89,250 at 6%; with 50% employer match about $89,250 at 4% or $59,500 at 6%; with 100% employer match about $66,938 at 4% or $44,625 at 6%.
2009122$2,189,725$263,642$11,984iApproximate average salary by contribution assumption: employee only about $299,593 at 4% or $199,729 at 6%; with 50% employer match about $199,729 at 4% or $133,153 at 6%; with 100% employer match about $149,797 at 4% or $99,864 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-22$2,189,725$263,642$11,984iApproximate average salary by contribution assumption: employee only about $299,593 at 4% or $199,729 at 6%; with 50% employer match about $199,729 at 4% or $133,153 at 6%; with 100% employer match about $149,797 at 4% or $99,864 at 6%.
2008119$2,011,837$183,458$9,656iApproximate average salary by contribution assumption: employee only about $241,392 at 4% or $160,928 at 6%; with 50% employer match about $160,928 at 4% or $107,285 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-19$2,011,837$183,458$9,656iApproximate average salary by contribution assumption: employee only about $241,392 at 4% or $160,928 at 6%; with 50% employer match about $160,928 at 4% or $107,285 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
2007115$0$0-
Independent Actuaries Inc. Profit Sharing Plan-15---
2006116$2,439,681$283,579$17,724iApproximate average salary by contribution assumption: employee only about $443,092 at 4% or $295,395 at 6%; with 50% employer match about $295,395 at 4% or $196,930 at 6%; with 100% employer match about $221,546 at 4% or $147,697 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-16$2,439,681$283,579$17,724iApproximate average salary by contribution assumption: employee only about $443,092 at 4% or $295,395 at 6%; with 50% employer match about $295,395 at 4% or $196,930 at 6%; with 100% employer match about $221,546 at 4% or $147,697 at 6%.
2005115$1,949,416$493,078$32,872iApproximate average salary by contribution assumption: employee only about $821,797 at 4% or $547,864 at 6%; with 50% employer match about $547,864 at 4% or $365,243 at 6%; with 100% employer match about $410,898 at 4% or $273,932 at 6%.
Independent Actuaries Inc. Profit Sharing Plan-15$1,949,416$493,078$32,872iApproximate average salary by contribution assumption: employee only about $821,797 at 4% or $547,864 at 6%; with 50% employer match about $547,864 at 4% or $365,243 at 6%; with 100% employer match about $410,898 at 4% or $273,932 at 6%.