Civic Intelligence

Equilibrium Capital Management Inc.

Plan context: Equilibrium Capital Management Inc. Retirement Trust

EIN 45-2716096 • Portland, OR • 12 filings • 2 plans

411 NW Park AvenueSuite 401Portland, OR 97209
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$6,412,822

2024 Contributions

$951,843

Historical Graphs

Total Assets Over Time

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

$6,412,822$3,206,411$0201320192024YearValue
$6,412,822Latest year 2024

Participants Over Time

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

42210201320192024YearValue
22Latest 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
2024122$6,412,822$951,843$43,266iApproximate average salary by contribution assumption: employee only about $1,081,640 at 4% or $721,093 at 6%; with 50% employer match about $721,093 at 4% or $480,729 at 6%; with 100% employer match about $540,820 at 4% or $360,547 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-22$6,412,822$951,843$43,266iApproximate average salary by contribution assumption: employee only about $1,081,640 at 4% or $721,093 at 6%; with 50% employer match about $721,093 at 4% or $480,729 at 6%; with 100% employer match about $540,820 at 4% or $360,547 at 6%.
2023137$5,795,227$1,526,606$41,260iApproximate average salary by contribution assumption: employee only about $1,031,491 at 4% or $687,660 at 6%; with 50% employer match about $687,660 at 4% or $458,440 at 6%; with 100% employer match about $515,745 at 4% or $343,830 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-37$5,795,227$1,526,606$41,260iApproximate average salary by contribution assumption: employee only about $1,031,491 at 4% or $687,660 at 6%; with 50% employer match about $687,660 at 4% or $458,440 at 6%; with 100% employer match about $515,745 at 4% or $343,830 at 6%.
2022141$4,126,546$1,032,105$25,173iApproximate average salary by contribution assumption: employee only about $629,332 at 4% or $419,555 at 6%; with 50% employer match about $419,555 at 4% or $279,703 at 6%; with 100% employer match about $314,666 at 4% or $209,777 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-41$4,126,546$1,032,105$25,173iApproximate average salary by contribution assumption: employee only about $629,332 at 4% or $419,555 at 6%; with 50% employer match about $419,555 at 4% or $279,703 at 6%; with 100% employer match about $314,666 at 4% or $209,777 at 6%.
2021137$3,990,760$753,405$20,362iApproximate average salary by contribution assumption: employee only about $509,057 at 4% or $339,372 at 6%; with 50% employer match about $339,372 at 4% or $226,248 at 6%; with 100% employer match about $254,529 at 4% or $169,686 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-37$3,990,760$753,405$20,362iApproximate average salary by contribution assumption: employee only about $509,057 at 4% or $339,372 at 6%; with 50% employer match about $339,372 at 4% or $226,248 at 6%; with 100% employer match about $254,529 at 4% or $169,686 at 6%.
2020142$3,016,976$487,469$11,606iApproximate average salary by contribution assumption: employee only about $290,160 at 4% or $193,440 at 6%; with 50% employer match about $193,440 at 4% or $128,960 at 6%; with 100% employer match about $145,080 at 4% or $96,720 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-42$3,016,976$487,469$11,606iApproximate average salary by contribution assumption: employee only about $290,160 at 4% or $193,440 at 6%; with 50% employer match about $193,440 at 4% or $128,960 at 6%; with 100% employer match about $145,080 at 4% or $96,720 at 6%.
2019139$2,252,349$886,364$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-39$2,252,349$886,364$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2018139$1,464,084$337,100$8,644iApproximate average salary by contribution assumption: employee only about $216,090 at 4% or $144,060 at 6%; with 50% employer match about $144,060 at 4% or $96,040 at 6%; with 100% employer match about $108,045 at 4% or $72,030 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-39$1,464,084$337,100$8,644iApproximate average salary by contribution assumption: employee only about $216,090 at 4% or $144,060 at 6%; with 50% employer match about $144,060 at 4% or $96,040 at 6%; with 100% employer match about $108,045 at 4% or $72,030 at 6%.
2017133$1,289,548$622,161$18,853iApproximate average salary by contribution assumption: employee only about $471,334 at 4% or $314,223 at 6%; with 50% employer match about $314,223 at 4% or $209,482 at 6%; with 100% employer match about $235,667 at 4% or $157,111 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-33$1,289,548$622,161$18,853iApproximate average salary by contribution assumption: employee only about $471,334 at 4% or $314,223 at 6%; with 50% employer match about $314,223 at 4% or $209,482 at 6%; with 100% employer match about $235,667 at 4% or $157,111 at 6%.
2016125$596,652$190,298$7,612iApproximate average salary by contribution assumption: employee only about $190,298 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,577 at 6%; with 100% employer match about $95,149 at 4% or $63,433 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-25$596,652$190,298$7,612iApproximate average salary by contribution assumption: employee only about $190,298 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,577 at 6%; with 100% employer match about $95,149 at 4% or $63,433 at 6%.
2015123$401,472$225,242$9,793iApproximate average salary by contribution assumption: employee only about $244,828 at 4% or $163,219 at 6%; with 50% employer match about $163,219 at 4% or $108,813 at 6%; with 100% employer match about $122,414 at 4% or $81,609 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-23$401,472$225,242$9,793iApproximate average salary by contribution assumption: employee only about $244,828 at 4% or $163,219 at 6%; with 50% employer match about $163,219 at 4% or $108,813 at 6%; with 100% employer match about $122,414 at 4% or $81,609 at 6%.
2014115$187,572$112,356$7,490iApproximate average salary by contribution assumption: employee only about $187,260 at 4% or $124,840 at 6%; with 50% employer match about $124,840 at 4% or $83,227 at 6%; with 100% employer match about $93,630 at 4% or $62,420 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-15$187,572$112,356$7,490iApproximate average salary by contribution assumption: employee only about $187,260 at 4% or $124,840 at 6%; with 50% employer match about $124,840 at 4% or $83,227 at 6%; with 100% employer match about $93,630 at 4% or $62,420 at 6%.
201315$66,876$62,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Equilibrium Capital Management Inc. Retirement Trust-5$66,876$62,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.