COLE VALLEY PARTNERS, LLC
Plan context: COLE VALLEY PARTNERS 401(K) PLAN
EIN 46-2907167 • Portland, OR • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$570,619
2025 Contributions
$124,296
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $570,619 | $124,296 | $11,300iApproximate average salary by contribution assumption: employee only about $282,491 at 4% or $188,327 at 6%; with 50% employer match about $188,327 at 4% or $125,552 at 6%; with 100% employer match about $141,245 at 4% or $94,164 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 11 | $570,619 | $124,296 | $11,300iApproximate average salary by contribution assumption: employee only about $282,491 at 4% or $188,327 at 6%; with 50% employer match about $188,327 at 4% or $125,552 at 6%; with 100% employer match about $141,245 at 4% or $94,164 at 6%. |
| 2024 | 1 | 10 | $362,746 | $100,436 | $10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,393 at 6%; with 50% employer match about $167,393 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 10 | $362,746 | $100,436 | $10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,393 at 6%; with 50% employer match about $167,393 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%. |
| 2023 | 1 | 9 | $226,163 | $72,357 | $8,040iApproximate average salary by contribution assumption: employee only about $200,992 at 4% or $133,994 at 6%; with 50% employer match about $133,994 at 4% or $89,330 at 6%; with 100% employer match about $100,496 at 4% or $66,997 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 9 | $226,163 | $72,357 | $8,040iApproximate average salary by contribution assumption: employee only about $200,992 at 4% or $133,994 at 6%; with 50% employer match about $133,994 at 4% or $89,330 at 6%; with 100% employer match about $100,496 at 4% or $66,997 at 6%. |
| 2022 | 1 | 9 | $124,010 | $72,730 | $8,081iApproximate average salary by contribution assumption: employee only about $202,028 at 4% or $134,685 at 6%; with 50% employer match about $134,685 at 4% or $89,790 at 6%; with 100% employer match about $101,014 at 4% or $67,343 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 9 | $124,010 | $72,730 | $8,081iApproximate average salary by contribution assumption: employee only about $202,028 at 4% or $134,685 at 6%; with 50% employer match about $134,685 at 4% or $89,790 at 6%; with 100% employer match about $101,014 at 4% or $67,343 at 6%. |
| 2021 | 1 | 7 | $103,336 | $66,121 | $9,446iApproximate average salary by contribution assumption: employee only about $236,146 at 4% or $157,431 at 6%; with 50% employer match about $157,431 at 4% or $104,954 at 6%; with 100% employer match about $118,073 at 4% or $78,715 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 7 | $103,336 | $66,121 | $9,446iApproximate average salary by contribution assumption: employee only about $236,146 at 4% or $157,431 at 6%; with 50% employer match about $157,431 at 4% or $104,954 at 6%; with 100% employer match about $118,073 at 4% or $78,715 at 6%. |
| 2020 | 1 | 4 | $29,697 | $36,527 | $9,132iApproximate average salary by contribution assumption: employee only about $228,294 at 4% or $152,196 at 6%; with 50% employer match about $152,196 at 4% or $101,464 at 6%; with 100% employer match about $114,147 at 4% or $76,098 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 4 | $29,697 | $36,527 | $9,132iApproximate average salary by contribution assumption: employee only about $228,294 at 4% or $152,196 at 6%; with 50% employer match about $152,196 at 4% or $101,464 at 6%; with 100% employer match about $114,147 at 4% or $76,098 at 6%. |
| 2019 | 1 | 3 | $27,739 | $26,273 | $8,758iApproximate average salary by contribution assumption: employee only about $218,942 at 4% or $145,961 at 6%; with 50% employer match about $145,961 at 4% or $97,307 at 6%; with 100% employer match about $109,471 at 4% or $72,981 at 6%. |
| COLE VALLEY PARTNERS 401(K) PLAN | - | 3 | $27,739 | $26,273 | $8,758iApproximate average salary by contribution assumption: employee only about $218,942 at 4% or $145,961 at 6%; with 50% employer match about $145,961 at 4% or $97,307 at 6%; with 100% employer match about $109,471 at 4% or $72,981 at 6%. |