Civic Intelligence

Personalized Idependence Inc

Plan context: Personalized Independence Inc 401 K Profit Sharing Plan Trust

EIN 45-3683202 • Monmouth, OR • 12 filings • 3 plans

13775 Monmouth HwyMonmouth, OR 97361-9557
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$885,094

2025 Contributions

$68,711

Historical Graphs

Total Assets Over Time

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

$885,094$442,547$0201420202025YearValue
$885,094Latest year 2025

Participants Over Time

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

1470201420202025YearValue
14Latest 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
2025114$885,094$68,711$4,908iApproximate average salary by contribution assumption: employee only about $122,698 at 4% or $81,799 at 6%; with 50% employer match about $81,799 at 4% or $54,533 at 6%; with 100% employer match about $61,349 at 4% or $40,899 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-14$885,094$68,711$4,908iApproximate average salary by contribution assumption: employee only about $122,698 at 4% or $81,799 at 6%; with 50% employer match about $81,799 at 4% or $54,533 at 6%; with 100% employer match about $61,349 at 4% or $40,899 at 6%.
2024114$729,236$66,287$4,735iApproximate average salary by contribution assumption: employee only about $118,370 at 4% or $78,913 at 6%; with 50% employer match about $78,913 at 4% or $52,609 at 6%; with 100% employer match about $59,185 at 4% or $39,457 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-14$729,236$66,287$4,735iApproximate average salary by contribution assumption: employee only about $118,370 at 4% or $78,913 at 6%; with 50% employer match about $78,913 at 4% or $52,609 at 6%; with 100% employer match about $59,185 at 4% or $39,457 at 6%.
2023114$628,086$66,068$4,719iApproximate average salary by contribution assumption: employee only about $117,979 at 4% or $78,652 at 6%; with 50% employer match about $78,652 at 4% or $52,435 at 6%; with 100% employer match about $58,989 at 4% or $39,326 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-14$628,086$66,068$4,719iApproximate average salary by contribution assumption: employee only about $117,979 at 4% or $78,652 at 6%; with 50% employer match about $78,652 at 4% or $52,435 at 6%; with 100% employer match about $58,989 at 4% or $39,326 at 6%.
2022113$512,628$64,899$4,992iApproximate average salary by contribution assumption: employee only about $124,806 at 4% or $83,204 at 6%; with 50% employer match about $83,204 at 4% or $55,469 at 6%; with 100% employer match about $62,403 at 4% or $41,602 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-13$512,628$64,899$4,992iApproximate average salary by contribution assumption: employee only about $124,806 at 4% or $83,204 at 6%; with 50% employer match about $83,204 at 4% or $55,469 at 6%; with 100% employer match about $62,403 at 4% or $41,602 at 6%.
2021111$518,620$59,096$5,372iApproximate average salary by contribution assumption: employee only about $134,309 at 4% or $89,539 at 6%; with 50% employer match about $89,539 at 4% or $59,693 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-11$518,620$59,096$5,372iApproximate average salary by contribution assumption: employee only about $134,309 at 4% or $89,539 at 6%; with 50% employer match about $89,539 at 4% or $59,693 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
202018$395,312$57,022$7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-8$395,312$57,022$7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%.
201917$312,553$53,275$7,611iApproximate average salary by contribution assumption: employee only about $190,268 at 4% or $126,845 at 6%; with 50% employer match about $126,845 at 4% or $84,563 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-7$312,553$53,275$7,611iApproximate average salary by contribution assumption: employee only about $190,268 at 4% or $126,845 at 6%; with 50% employer match about $126,845 at 4% or $84,563 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
201816$210,460$48,869$8,145iApproximate average salary by contribution assumption: employee only about $203,621 at 4% or $135,747 at 6%; with 50% employer match about $135,747 at 4% or $90,498 at 6%; with 100% employer match about $101,810 at 4% or $67,874 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-6$210,460$48,869$8,145iApproximate average salary by contribution assumption: employee only about $203,621 at 4% or $135,747 at 6%; with 50% employer match about $135,747 at 4% or $90,498 at 6%; with 100% employer match about $101,810 at 4% or $67,874 at 6%.
201714$177,697$42,503$10,626iApproximate average salary by contribution assumption: employee only about $265,644 at 4% or $177,096 at 6%; with 50% employer match about $177,096 at 4% or $118,064 at 6%; with 100% employer match about $132,822 at 4% or $88,548 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-4$177,697$42,503$10,626iApproximate average salary by contribution assumption: employee only about $265,644 at 4% or $177,096 at 6%; with 50% employer match about $177,096 at 4% or $118,064 at 6%; with 100% employer match about $132,822 at 4% or $88,548 at 6%.
201612$121,886$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-2$121,886$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201512$71,515$38,885$19,443iApproximate average salary by contribution assumption: employee only about $486,063 at 4% or $324,042 at 6%; with 50% employer match about $324,042 at 4% or $216,028 at 6%; with 100% employer match about $243,031 at 4% or $162,021 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-2$71,515$38,885$19,443iApproximate average salary by contribution assumption: employee only about $486,063 at 4% or $324,042 at 6%; with 50% employer match about $324,042 at 4% or $216,028 at 6%; with 100% employer match about $243,031 at 4% or $162,021 at 6%.
201412$35,232$34,952$17,476iApproximate average salary by contribution assumption: employee only about $436,900 at 4% or $291,267 at 6%; with 50% employer match about $291,267 at 4% or $194,178 at 6%; with 100% employer match about $218,450 at 4% or $145,633 at 6%.
Personalized Independence Inc 401 K Profit Sharing Plan Trust-2$35,232$34,952$17,476iApproximate average salary by contribution assumption: employee only about $436,900 at 4% or $291,267 at 6%; with 50% employer match about $291,267 at 4% or $194,178 at 6%; with 100% employer match about $218,450 at 4% or $145,633 at 6%.