Civic Intelligence

Encompass Wealth Advisors LLC

Plan context: Encompass Wealth Advisors LLC 401(K) Retirement Plan

EIN 47-1340605 • Portland, OR • 11 filings • 1 plans

15350 SW Sequoia ParkwaySuite 250Portland, OR 97224
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,441,039

2025 Contributions

$235,869

Historical Graphs

Total Assets Over Time

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

$2,441,039$1,220,520$0201520202025YearValue
$2,441,039Latest year 2025

Participants Over Time

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

630201520202025YearValue
5Latest 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
202515$2,441,039$235,869$47,174iApproximate average salary by contribution assumption: employee only about $1,179,345 at 4% or $786,230 at 6%; with 50% employer match about $786,230 at 4% or $524,153 at 6%; with 100% employer match about $589,673 at 4% or $393,115 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-5$2,441,039$235,869$47,174iApproximate average salary by contribution assumption: employee only about $1,179,345 at 4% or $786,230 at 6%; with 50% employer match about $786,230 at 4% or $524,153 at 6%; with 100% employer match about $589,673 at 4% or $393,115 at 6%.
202415$1,864,345$214,581$42,916iApproximate average salary by contribution assumption: employee only about $1,072,905 at 4% or $715,270 at 6%; with 50% employer match about $715,270 at 4% or $476,847 at 6%; with 100% employer match about $536,453 at 4% or $357,635 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-5$1,864,345$214,581$42,916iApproximate average salary by contribution assumption: employee only about $1,072,905 at 4% or $715,270 at 6%; with 50% employer match about $715,270 at 4% or $476,847 at 6%; with 100% employer match about $536,453 at 4% or $357,635 at 6%.
202315$1,414,348$202,437$40,487iApproximate average salary by contribution assumption: employee only about $1,012,185 at 4% or $674,790 at 6%; with 50% employer match about $674,790 at 4% or $449,860 at 6%; with 100% employer match about $506,093 at 4% or $337,395 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-5$1,414,348$202,437$40,487iApproximate average salary by contribution assumption: employee only about $1,012,185 at 4% or $674,790 at 6%; with 50% employer match about $674,790 at 4% or $449,860 at 6%; with 100% employer match about $506,093 at 4% or $337,395 at 6%.
202215$989,271$212,813$42,563iApproximate average salary by contribution assumption: employee only about $1,064,065 at 4% or $709,377 at 6%; with 50% employer match about $709,377 at 4% or $472,918 at 6%; with 100% employer match about $532,033 at 4% or $354,688 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-5$989,271$212,813$42,563iApproximate average salary by contribution assumption: employee only about $1,064,065 at 4% or $709,377 at 6%; with 50% employer match about $709,377 at 4% or $472,918 at 6%; with 100% employer match about $532,033 at 4% or $354,688 at 6%.
202116$1,248,392$241,312$40,219iApproximate average salary by contribution assumption: employee only about $1,005,467 at 4% or $670,311 at 6%; with 50% employer match about $670,311 at 4% or $446,874 at 6%; with 100% employer match about $502,733 at 4% or $335,156 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-6$1,248,392$241,312$40,219iApproximate average salary by contribution assumption: employee only about $1,005,467 at 4% or $670,311 at 6%; with 50% employer match about $670,311 at 4% or $446,874 at 6%; with 100% employer match about $502,733 at 4% or $335,156 at 6%.
202016$844,013$131,281$21,880iApproximate average salary by contribution assumption: employee only about $547,004 at 4% or $364,669 at 6%; with 50% employer match about $364,669 at 4% or $243,113 at 6%; with 100% employer match about $273,502 at 4% or $182,335 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-6$844,013$131,281$21,880iApproximate average salary by contribution assumption: employee only about $547,004 at 4% or $364,669 at 6%; with 50% employer match about $364,669 at 4% or $243,113 at 6%; with 100% employer match about $273,502 at 4% or $182,335 at 6%.
201916$681,174$68,588$11,431iApproximate average salary by contribution assumption: employee only about $285,783 at 4% or $190,522 at 6%; with 50% employer match about $190,522 at 4% or $127,015 at 6%; with 100% employer match about $142,892 at 4% or $95,261 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-6$681,174$68,588$11,431iApproximate average salary by contribution assumption: employee only about $285,783 at 4% or $190,522 at 6%; with 50% employer match about $190,522 at 4% or $127,015 at 6%; with 100% employer match about $142,892 at 4% or $95,261 at 6%.
201816$473,799$103,848$17,308iApproximate average salary by contribution assumption: employee only about $432,700 at 4% or $288,467 at 6%; with 50% employer match about $288,467 at 4% or $192,311 at 6%; with 100% employer match about $216,350 at 4% or $144,233 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-6$473,799$103,848$17,308iApproximate average salary by contribution assumption: employee only about $432,700 at 4% or $288,467 at 6%; with 50% employer match about $288,467 at 4% or $192,311 at 6%; with 100% employer match about $216,350 at 4% or $144,233 at 6%.
201715$431,858$225,696$45,139iApproximate average salary by contribution assumption: employee only about $1,128,480 at 4% or $752,320 at 6%; with 50% employer match about $752,320 at 4% or $501,547 at 6%; with 100% employer match about $564,240 at 4% or $376,160 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-5$431,858$225,696$45,139iApproximate average salary by contribution assumption: employee only about $1,128,480 at 4% or $752,320 at 6%; with 50% employer match about $752,320 at 4% or $501,547 at 6%; with 100% employer match about $564,240 at 4% or $376,160 at 6%.
201614$155,094$27,200$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-4$155,094$27,200$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
201513$114,708$116,716$38,905iApproximate average salary by contribution assumption: employee only about $972,633 at 4% or $648,422 at 6%; with 50% employer match about $648,422 at 4% or $432,281 at 6%; with 100% employer match about $486,317 at 4% or $324,211 at 6%.
Encompass Wealth Advisors LLC 401(K) Retirement Plan-3$114,708$116,716$38,905iApproximate average salary by contribution assumption: employee only about $972,633 at 4% or $648,422 at 6%; with 50% employer match about $648,422 at 4% or $432,281 at 6%; with 100% employer match about $486,317 at 4% or $324,211 at 6%.