Civic Intelligence

JAKE PALTZER FINANCIAL SERVICES, LLC

Plan context: PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN

EIN 45-4102188 • Bend, OR • 4 filings • 1 plans

2334 NW Frazer LaneBend, OR 97703
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,171,648

2025 Contributions

$105,453

Historical Graphs

Total Assets Over Time

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

$1,171,648$585,824$0202220242025YearValue
$1,171,648Latest year 2025

Participants Over Time

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

320202220242025YearValue
2Latest 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
202512$1,171,648$105,453$52,727iApproximate average salary by contribution assumption: employee only about $1,318,163 at 4% or $878,775 at 6%; with 50% employer match about $878,775 at 4% or $585,850 at 6%; with 100% employer match about $659,081 at 4% or $439,388 at 6%.
PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN-2$1,171,648$105,453$52,727iApproximate average salary by contribution assumption: employee only about $1,318,163 at 4% or $878,775 at 6%; with 50% employer match about $878,775 at 4% or $585,850 at 6%; with 100% employer match about $659,081 at 4% or $439,388 at 6%.
202412$891,009$108,500$54,250iApproximate average salary by contribution assumption: employee only about $1,356,250 at 4% or $904,167 at 6%; with 50% employer match about $904,167 at 4% or $602,778 at 6%; with 100% employer match about $678,125 at 4% or $452,083 at 6%.
PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN-2$891,009$108,500$54,250iApproximate average salary by contribution assumption: employee only about $1,356,250 at 4% or $904,167 at 6%; with 50% employer match about $904,167 at 4% or $602,778 at 6%; with 100% employer match about $678,125 at 4% or $452,083 at 6%.
202312$694,013$67,989$33,995iApproximate average salary by contribution assumption: employee only about $849,863 at 4% or $566,575 at 6%; with 50% employer match about $566,575 at 4% or $377,717 at 6%; with 100% employer match about $424,931 at 4% or $283,288 at 6%.
PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN-2$694,013$67,989$33,995iApproximate average salary by contribution assumption: employee only about $849,863 at 4% or $566,575 at 6%; with 50% employer match about $566,575 at 4% or $377,717 at 6%; with 100% employer match about $424,931 at 4% or $283,288 at 6%.
202213$583,873$128,093$42,698iApproximate average salary by contribution assumption: employee only about $1,067,442 at 4% or $711,628 at 6%; with 50% employer match about $711,628 at 4% or $474,419 at 6%; with 100% employer match about $533,721 at 4% or $355,814 at 6%.
PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN-3$583,873$128,093$42,698iApproximate average salary by contribution assumption: employee only about $1,067,442 at 4% or $711,628 at 6%; with 50% employer match about $711,628 at 4% or $474,419 at 6%; with 100% employer match about $533,721 at 4% or $355,814 at 6%.