Civic Intelligence

Jarrett Walker & Associates LLC

Plan context: Jarrett Walker & Associates 401(K) Plan

EIN 45-4021425 • Portland, OR • 12 filings • 1 plans

1021 SE Caruthers StPortland, OR 97214
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,507,396

2024 Contributions

$187,994

Historical Graphs

Total Assets Over Time

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

$1,507,396$753,698$0201320192024YearValue
$1,507,396Latest year 2024

Participants Over Time

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

1580201320192024YearValue
15Latest 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
2024115$1,507,396$187,994$12,533iApproximate average salary by contribution assumption: employee only about $313,323 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%.
Jarrett Walker & Associates 401(K) Plan-15$1,507,396$187,994$12,533iApproximate average salary by contribution assumption: employee only about $313,323 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%.
2023115$1,158,049$173,479$11,565iApproximate average salary by contribution assumption: employee only about $289,132 at 4% or $192,754 at 6%; with 50% employer match about $192,754 at 4% or $128,503 at 6%; with 100% employer match about $144,566 at 4% or $96,377 at 6%.
Jarrett Walker & Associates 401(K) Plan-15$1,158,049$173,479$11,565iApproximate average salary by contribution assumption: employee only about $289,132 at 4% or $192,754 at 6%; with 50% employer match about $192,754 at 4% or $128,503 at 6%; with 100% employer match about $144,566 at 4% or $96,377 at 6%.
2022114$839,449$138,997$9,928iApproximate average salary by contribution assumption: employee only about $248,209 at 4% or $165,473 at 6%; with 50% employer match about $165,473 at 4% or $110,315 at 6%; with 100% employer match about $124,104 at 4% or $82,736 at 6%.
Jarrett Walker & Associates 401(K) Plan-14$839,449$138,997$9,928iApproximate average salary by contribution assumption: employee only about $248,209 at 4% or $165,473 at 6%; with 50% employer match about $165,473 at 4% or $110,315 at 6%; with 100% employer match about $124,104 at 4% or $82,736 at 6%.
2021114$845,925$148,660$10,619iApproximate average salary by contribution assumption: employee only about $265,464 at 4% or $176,976 at 6%; with 50% employer match about $176,976 at 4% or $117,984 at 6%; with 100% employer match about $132,732 at 4% or $88,488 at 6%.
Jarrett Walker & Associates 401(K) Plan-14$845,925$148,660$10,619iApproximate average salary by contribution assumption: employee only about $265,464 at 4% or $176,976 at 6%; with 50% employer match about $176,976 at 4% or $117,984 at 6%; with 100% employer match about $132,732 at 4% or $88,488 at 6%.
2020113$613,391$117,850$9,065iApproximate average salary by contribution assumption: employee only about $226,635 at 4% or $151,090 at 6%; with 50% employer match about $151,090 at 4% or $100,726 at 6%; with 100% employer match about $113,317 at 4% or $75,545 at 6%.
Jarrett Walker & Associates 401(K) Plan-13$613,391$117,850$9,065iApproximate average salary by contribution assumption: employee only about $226,635 at 4% or $151,090 at 6%; with 50% employer match about $151,090 at 4% or $100,726 at 6%; with 100% employer match about $113,317 at 4% or $75,545 at 6%.
201919$412,569$76,985$8,554iApproximate average salary by contribution assumption: employee only about $213,847 at 4% or $142,565 at 6%; with 50% employer match about $142,565 at 4% or $95,043 at 6%; with 100% employer match about $106,924 at 4% or $71,282 at 6%.
Jarrett Walker & Associates 401(K) Plan-9$412,569$76,985$8,554iApproximate average salary by contribution assumption: employee only about $213,847 at 4% or $142,565 at 6%; with 50% employer match about $142,565 at 4% or $95,043 at 6%; with 100% employer match about $106,924 at 4% or $71,282 at 6%.
201818$265,777$68,823$8,603iApproximate average salary by contribution assumption: employee only about $215,072 at 4% or $143,381 at 6%; with 50% employer match about $143,381 at 4% or $95,588 at 6%; with 100% employer match about $107,536 at 4% or $71,691 at 6%.
Jarrett Walker & Associates 401(K) Plan-8$265,777$68,823$8,603iApproximate average salary by contribution assumption: employee only about $215,072 at 4% or $143,381 at 6%; with 50% employer match about $143,381 at 4% or $95,588 at 6%; with 100% employer match about $107,536 at 4% or $71,691 at 6%.
201716$212,623$56,922$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.
Jarrett Walker & Associates 401(K) Plan-6$212,623$56,922$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.
201615$129,127$46,786$9,357iApproximate average salary by contribution assumption: employee only about $233,930 at 4% or $155,953 at 6%; with 50% employer match about $155,953 at 4% or $103,969 at 6%; with 100% employer match about $116,965 at 4% or $77,977 at 6%.
Jarrett Walker & Associates 401(K) Plan-5$129,127$46,786$9,357iApproximate average salary by contribution assumption: employee only about $233,930 at 4% or $155,953 at 6%; with 50% employer match about $155,953 at 4% or $103,969 at 6%; with 100% employer match about $116,965 at 4% or $77,977 at 6%.
201514$77,140$31,915$7,979iApproximate average salary by contribution assumption: employee only about $199,469 at 4% or $132,979 at 6%; with 50% employer match about $132,979 at 4% or $88,653 at 6%; with 100% employer match about $99,734 at 4% or $66,490 at 6%.
Jarrett Walker & Associates 401(K) Plan-4$77,140$31,915$7,979iApproximate average salary by contribution assumption: employee only about $199,469 at 4% or $132,979 at 6%; with 50% employer match about $132,979 at 4% or $88,653 at 6%; with 100% employer match about $99,734 at 4% or $66,490 at 6%.
201414$48,959$29,825$7,456iApproximate average salary by contribution assumption: employee only about $186,406 at 4% or $124,271 at 6%; with 50% employer match about $124,271 at 4% or $82,847 at 6%; with 100% employer match about $93,203 at 4% or $62,135 at 6%.
Jarrett Walker & Associates 401(K) Plan-4$48,959$29,825$7,456iApproximate average salary by contribution assumption: employee only about $186,406 at 4% or $124,271 at 6%; with 50% employer match about $124,271 at 4% or $82,847 at 6%; with 100% employer match about $93,203 at 4% or $62,135 at 6%.
201314$20,090$21,161$5,290iApproximate average salary by contribution assumption: employee only about $132,256 at 4% or $88,171 at 6%; with 50% employer match about $88,171 at 4% or $58,781 at 6%; with 100% employer match about $66,128 at 4% or $44,085 at 6%.
Jarrett Walker & Associates 401(K) Plan-4$20,090$21,161$5,290iApproximate average salary by contribution assumption: employee only about $132,256 at 4% or $88,171 at 6%; with 50% employer match about $88,171 at 4% or $58,781 at 6%; with 100% employer match about $66,128 at 4% or $44,085 at 6%.