Civic Intelligence

White Summers Caffee & James L

Plan context: White Summers Caffee & James 401(K) Pst&T

EIN 45-3015725 • Lake Oswego, OR • 14 filings • 4 plans

4900 Meadows RoadSuite 400Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$6,109,449

2024 Contributions

$438,828

Historical Graphs

Total Assets Over Time

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

$6,109,449$3,054,725$0201120182024YearValue
$6,109,449Latest year 2024

Participants Over Time

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

25130201120182024YearValue
25Latest 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
2024125$6,109,449$438,828$17,553iApproximate average salary by contribution assumption: employee only about $438,828 at 4% or $292,552 at 6%; with 50% employer match about $292,552 at 4% or $195,035 at 6%; with 100% employer match about $219,414 at 4% or $146,276 at 6%.
White Summers Caffee & James 401(K) Pst&T-25$6,109,449$438,828$17,553iApproximate average salary by contribution assumption: employee only about $438,828 at 4% or $292,552 at 6%; with 50% employer match about $292,552 at 4% or $195,035 at 6%; with 100% employer match about $219,414 at 4% or $146,276 at 6%.
2023121$4,858,888$267,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
White Summers Caffee & James 401(K) Pst&T-21$4,858,888$267,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
2022121$3,819,119$226,322$10,777iApproximate average salary by contribution assumption: employee only about $269,431 at 4% or $179,621 at 6%; with 50% employer match about $179,621 at 4% or $119,747 at 6%; with 100% employer match about $134,715 at 4% or $89,810 at 6%.
White Summers Caffee & James 401(K) Pst&T-21$3,819,119$226,322$10,777iApproximate average salary by contribution assumption: employee only about $269,431 at 4% or $179,621 at 6%; with 50% employer match about $179,621 at 4% or $119,747 at 6%; with 100% employer match about $134,715 at 4% or $89,810 at 6%.
2021118$4,376,634$202,218$11,234iApproximate average salary by contribution assumption: employee only about $280,858 at 4% or $187,239 at 6%; with 50% employer match about $187,239 at 4% or $124,826 at 6%; with 100% employer match about $140,429 at 4% or $93,619 at 6%.
White Summers Caffee & James 401(K) Pst&T-18$4,376,634$202,218$11,234iApproximate average salary by contribution assumption: employee only about $280,858 at 4% or $187,239 at 6%; with 50% employer match about $187,239 at 4% or $124,826 at 6%; with 100% employer match about $140,429 at 4% or $93,619 at 6%.
2020117$3,478,717$167,821$9,872iApproximate average salary by contribution assumption: employee only about $246,796 at 4% or $164,530 at 6%; with 50% employer match about $164,530 at 4% or $109,687 at 6%; with 100% employer match about $123,398 at 4% or $82,265 at 6%.
White Summers Caffee & James 401(K) Pst&T-17$3,478,717$167,821$9,872iApproximate average salary by contribution assumption: employee only about $246,796 at 4% or $164,530 at 6%; with 50% employer match about $164,530 at 4% or $109,687 at 6%; with 100% employer match about $123,398 at 4% or $82,265 at 6%.
2019117$2,788,678$178,776$10,516iApproximate average salary by contribution assumption: employee only about $262,906 at 4% or $175,271 at 6%; with 50% employer match about $175,271 at 4% or $116,847 at 6%; with 100% employer match about $131,453 at 4% or $87,635 at 6%.
White Summers Caffee & James 401(K) Pst&T-17$2,788,678$178,776$10,516iApproximate average salary by contribution assumption: employee only about $262,906 at 4% or $175,271 at 6%; with 50% employer match about $175,271 at 4% or $116,847 at 6%; with 100% employer match about $131,453 at 4% or $87,635 at 6%.
2018115$2,061,750$173,988$11,599iApproximate average salary by contribution assumption: employee only about $289,980 at 4% or $193,320 at 6%; with 50% employer match about $193,320 at 4% or $128,880 at 6%; with 100% employer match about $144,990 at 4% or $96,660 at 6%.
White Summers Caffee & James 401(K) Pst&T-15$2,061,750$173,988$11,599iApproximate average salary by contribution assumption: employee only about $289,980 at 4% or $193,320 at 6%; with 50% employer match about $193,320 at 4% or $128,880 at 6%; with 100% employer match about $144,990 at 4% or $96,660 at 6%.
2017115$2,076,178$266,308$17,754iApproximate average salary by contribution assumption: employee only about $443,847 at 4% or $295,898 at 6%; with 50% employer match about $295,898 at 4% or $197,265 at 6%; with 100% employer match about $221,923 at 4% or $147,949 at 6%.
White Summers Caffee & James 401(K) Pst&T-15$2,076,178$266,308$17,754iApproximate average salary by contribution assumption: employee only about $443,847 at 4% or $295,898 at 6%; with 50% employer match about $295,898 at 4% or $197,265 at 6%; with 100% employer match about $221,923 at 4% or $147,949 at 6%.
2016111$1,526,343$248,317$22,574iApproximate average salary by contribution assumption: employee only about $564,357 at 4% or $376,238 at 6%; with 50% employer match about $376,238 at 4% or $250,825 at 6%; with 100% employer match about $282,178 at 4% or $188,119 at 6%.
White Summers Caffee & James 401(K) Pst&T-11$1,526,343$248,317$22,574iApproximate average salary by contribution assumption: employee only about $564,357 at 4% or $376,238 at 6%; with 50% employer match about $376,238 at 4% or $250,825 at 6%; with 100% employer match about $282,178 at 4% or $188,119 at 6%.
2015110$1,137,304$121,122$12,112iApproximate average salary by contribution assumption: employee only about $302,805 at 4% or $201,870 at 6%; with 50% employer match about $201,870 at 4% or $134,580 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%.
White Summers Caffee & James 401(K) Pst&T-10$1,137,304$121,122$12,112iApproximate average salary by contribution assumption: employee only about $302,805 at 4% or $201,870 at 6%; with 50% employer match about $201,870 at 4% or $134,580 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%.
2014110$1,063,165$123,527$12,353iApproximate average salary by contribution assumption: employee only about $308,818 at 4% or $205,878 at 6%; with 50% employer match about $205,878 at 4% or $137,252 at 6%; with 100% employer match about $154,409 at 4% or $102,939 at 6%.
White Summers Caffee & James 401(K) Pst&T-10$1,063,165$123,527$12,353iApproximate average salary by contribution assumption: employee only about $308,818 at 4% or $205,878 at 6%; with 50% employer match about $205,878 at 4% or $137,252 at 6%; with 100% employer match about $154,409 at 4% or $102,939 at 6%.
2013111$1,053,760$163,510$14,865iApproximate average salary by contribution assumption: employee only about $371,614 at 4% or $247,742 at 6%; with 50% employer match about $247,742 at 4% or $165,162 at 6%; with 100% employer match about $185,807 at 4% or $123,871 at 6%.
White Summers Caffee & James 401(K) Pst&T-11$1,053,760$163,510$14,865iApproximate average salary by contribution assumption: employee only about $371,614 at 4% or $247,742 at 6%; with 50% employer match about $247,742 at 4% or $165,162 at 6%; with 100% employer match about $185,807 at 4% or $123,871 at 6%.
201217$723,001$153,207$21,887iApproximate average salary by contribution assumption: employee only about $547,168 at 4% or $364,779 at 6%; with 50% employer match about $364,779 at 4% or $243,186 at 6%; with 100% employer match about $273,584 at 4% or $182,389 at 6%.
White Summers Caffee & James 401(K) Pst&T-7$723,001$153,207$21,887iApproximate average salary by contribution assumption: employee only about $547,168 at 4% or $364,779 at 6%; with 50% employer match about $364,779 at 4% or $243,186 at 6%; with 100% employer match about $273,584 at 4% or $182,389 at 6%.
201117$627,028$627,178$89,597iApproximate average salary by contribution assumption: employee only about $2,239,921 at 4% or $1,493,281 at 6%; with 50% employer match about $1,493,281 at 4% or $995,521 at 6%; with 100% employer match about $1,119,961 at 4% or $746,640 at 6%.
White Summers Caffee & James 401(K) Pst&T-7$627,028$627,178$89,597iApproximate average salary by contribution assumption: employee only about $2,239,921 at 4% or $1,493,281 at 6%; with 50% employer match about $1,493,281 at 4% or $995,521 at 6%; with 100% employer match about $1,119,961 at 4% or $746,640 at 6%.
White Summers Caffee & James L | EIN 45-3015725 | 2024 Form 5500 Company Profile