Civic Intelligence

Steinberg Investment Group LLC

Plan context: Steinberg Investment Group 401(K) Plan

EIN 45-3369879 • Portland, OR • 14 filings • 2 plans

1 SW Columbia, Suite 1650Portland, OR 97204
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,238,755

2025 Contributions

$116,499

Historical Graphs

Total Assets Over Time

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

$3,238,755$1,619,378$0201220192025YearValue
$3,238,755Latest year 2025

Participants Over Time

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

320201220192025YearValue
3Latest 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
202513$3,238,755$116,499$38,833iApproximate average salary by contribution assumption: employee only about $970,825 at 4% or $647,217 at 6%; with 50% employer match about $647,217 at 4% or $431,478 at 6%; with 100% employer match about $485,413 at 4% or $323,608 at 6%.
Steinberg Investment Group 401(K) Plan-3$3,238,755$116,499$38,833iApproximate average salary by contribution assumption: employee only about $970,825 at 4% or $647,217 at 6%; with 50% employer match about $647,217 at 4% or $431,478 at 6%; with 100% employer match about $485,413 at 4% or $323,608 at 6%.
202413$2,825,006$115,568$38,523iApproximate average salary by contribution assumption: employee only about $963,067 at 4% or $642,044 at 6%; with 50% employer match about $642,044 at 4% or $428,030 at 6%; with 100% employer match about $481,533 at 4% or $321,022 at 6%.
Steinberg Investment Group 401(K) Plan-3$2,825,006$115,568$38,523iApproximate average salary by contribution assumption: employee only about $963,067 at 4% or $642,044 at 6%; with 50% employer match about $642,044 at 4% or $428,030 at 6%; with 100% employer match about $481,533 at 4% or $321,022 at 6%.
202313$2,384,331$118,109$39,370iApproximate average salary by contribution assumption: employee only about $984,242 at 4% or $656,161 at 6%; with 50% employer match about $656,161 at 4% or $437,441 at 6%; with 100% employer match about $492,121 at 4% or $328,081 at 6%.
Steinberg Investment Group 401(K) Plan-3$2,384,331$118,109$39,370iApproximate average salary by contribution assumption: employee only about $984,242 at 4% or $656,161 at 6%; with 50% employer match about $656,161 at 4% or $437,441 at 6%; with 100% employer match about $492,121 at 4% or $328,081 at 6%.
202213$1,884,761$165,909$55,303iApproximate average salary by contribution assumption: employee only about $1,382,575 at 4% or $921,717 at 6%; with 50% employer match about $921,717 at 4% or $614,478 at 6%; with 100% employer match about $691,288 at 4% or $460,858 at 6%.
Steinberg Investment Group 401(K) Plan-3$1,884,761$165,909$55,303iApproximate average salary by contribution assumption: employee only about $1,382,575 at 4% or $921,717 at 6%; with 50% employer match about $921,717 at 4% or $614,478 at 6%; with 100% employer match about $691,288 at 4% or $460,858 at 6%.
202113$2,088,793$76,026$25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%.
Steinberg Investment Group 401(K) Plan-3$2,088,793$76,026$25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%.
202013$1,870,308$77,784$25,928iApproximate average salary by contribution assumption: employee only about $648,200 at 4% or $432,133 at 6%; with 50% employer match about $432,133 at 4% or $288,089 at 6%; with 100% employer match about $324,100 at 4% or $216,067 at 6%.
Steinberg Investment Group 401(K) Plan-3$1,870,308$77,784$25,928iApproximate average salary by contribution assumption: employee only about $648,200 at 4% or $432,133 at 6%; with 50% employer match about $432,133 at 4% or $288,089 at 6%; with 100% employer match about $324,100 at 4% or $216,067 at 6%.
201913$1,444,976$70,251$23,417iApproximate average salary by contribution assumption: employee only about $585,425 at 4% or $390,283 at 6%; with 50% employer match about $390,283 at 4% or $260,189 at 6%; with 100% employer match about $292,713 at 4% or $195,142 at 6%.
Steinberg Investment Group 401(K) Plan-3$1,444,976$70,251$23,417iApproximate average salary by contribution assumption: employee only about $585,425 at 4% or $390,283 at 6%; with 50% employer match about $390,283 at 4% or $260,189 at 6%; with 100% employer match about $292,713 at 4% or $195,142 at 6%.
201813$1,072,745$67,603$22,534iApproximate average salary by contribution assumption: employee only about $563,358 at 4% or $375,572 at 6%; with 50% employer match about $375,572 at 4% or $250,381 at 6%; with 100% employer match about $281,679 at 4% or $187,786 at 6%.
Steinberg Investment Group 401(K) Plan-3$1,072,745$67,603$22,534iApproximate average salary by contribution assumption: employee only about $563,358 at 4% or $375,572 at 6%; with 50% employer match about $375,572 at 4% or $250,381 at 6%; with 100% employer match about $281,679 at 4% or $187,786 at 6%.
201713$1,112,806$66,479$22,160iApproximate average salary by contribution assumption: employee only about $553,992 at 4% or $369,328 at 6%; with 50% employer match about $369,328 at 4% or $246,219 at 6%; with 100% employer match about $276,996 at 4% or $184,664 at 6%.
Steinberg Investment Group 401(K) Plan-3$1,112,806$66,479$22,160iApproximate average salary by contribution assumption: employee only about $553,992 at 4% or $369,328 at 6%; with 50% employer match about $369,328 at 4% or $246,219 at 6%; with 100% employer match about $276,996 at 4% or $184,664 at 6%.
201613$920,858$64,721$21,574iApproximate average salary by contribution assumption: employee only about $539,342 at 4% or $359,561 at 6%; with 50% employer match about $359,561 at 4% or $239,707 at 6%; with 100% employer match about $269,671 at 4% or $179,781 at 6%.
Steinberg Investment Group 401(K) Plan-3$920,858$64,721$21,574iApproximate average salary by contribution assumption: employee only about $539,342 at 4% or $359,561 at 6%; with 50% employer match about $359,561 at 4% or $239,707 at 6%; with 100% employer match about $269,671 at 4% or $179,781 at 6%.
201513$783,220$64,697$21,566iApproximate average salary by contribution assumption: employee only about $539,142 at 4% or $359,428 at 6%; with 50% employer match about $359,428 at 4% or $239,619 at 6%; with 100% employer match about $269,571 at 4% or $179,714 at 6%.
Steinberg Investment Group 401(K) Plan-3$783,220$64,697$21,566iApproximate average salary by contribution assumption: employee only about $539,142 at 4% or $359,428 at 6%; with 50% employer match about $359,428 at 4% or $239,619 at 6%; with 100% employer match about $269,571 at 4% or $179,714 at 6%.
201412$750,338$57,076$28,538iApproximate average salary by contribution assumption: employee only about $713,450 at 4% or $475,633 at 6%; with 50% employer match about $475,633 at 4% or $317,089 at 6%; with 100% employer match about $356,725 at 4% or $237,817 at 6%.
Steinberg Investment Group 401(K) Plan-2$750,338$57,076$28,538iApproximate average salary by contribution assumption: employee only about $713,450 at 4% or $475,633 at 6%; with 50% employer match about $475,633 at 4% or $317,089 at 6%; with 100% employer match about $356,725 at 4% or $237,817 at 6%.
201312$688,497$80,667$40,334iApproximate average salary by contribution assumption: employee only about $1,008,338 at 4% or $672,225 at 6%; with 50% employer match about $672,225 at 4% or $448,150 at 6%; with 100% employer match about $504,169 at 4% or $336,113 at 6%.
Steinberg Investment Group 401(K) Plan-2$688,497$80,667$40,334iApproximate average salary by contribution assumption: employee only about $1,008,338 at 4% or $672,225 at 6%; with 50% employer match about $672,225 at 4% or $448,150 at 6%; with 100% employer match about $504,169 at 4% or $336,113 at 6%.
201212$504,677$59,167$29,584iApproximate average salary by contribution assumption: employee only about $739,588 at 4% or $493,058 at 6%; with 50% employer match about $493,058 at 4% or $328,706 at 6%; with 100% employer match about $369,794 at 4% or $246,529 at 6%.
Steinberg Investment Group 401(K) Plan-2$504,677$59,167$29,584iApproximate average salary by contribution assumption: employee only about $739,588 at 4% or $493,058 at 6%; with 50% employer match about $493,058 at 4% or $328,706 at 6%; with 100% employer match about $369,794 at 4% or $246,529 at 6%.