Willamette Falls Trust
Plan context: Willamette Falls Trust 401(K) Plan
EIN 47-4968611 • Oregon City, OR • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$114,084
2024 Contributions
$71,483
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $114,084 | $71,483 | $14,297iApproximate average salary by contribution assumption: employee only about $357,415 at 4% or $238,277 at 6%; with 50% employer match about $238,277 at 4% or $158,851 at 6%; with 100% employer match about $178,708 at 4% or $119,138 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 5 | $114,084 | $71,483 | $14,297iApproximate average salary by contribution assumption: employee only about $357,415 at 4% or $238,277 at 6%; with 50% employer match about $238,277 at 4% or $158,851 at 6%; with 100% employer match about $178,708 at 4% or $119,138 at 6%. |
| 2023 | 1 | 6 | $300,042 | $78,743 | $13,124iApproximate average salary by contribution assumption: employee only about $328,096 at 4% or $218,731 at 6%; with 50% employer match about $218,731 at 4% or $145,820 at 6%; with 100% employer match about $164,048 at 4% or $109,365 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 6 | $300,042 | $78,743 | $13,124iApproximate average salary by contribution assumption: employee only about $328,096 at 4% or $218,731 at 6%; with 50% employer match about $218,731 at 4% or $145,820 at 6%; with 100% employer match about $164,048 at 4% or $109,365 at 6%. |
| 2022 | 1 | 4 | $178,987 | $53,496 | $13,374iApproximate average salary by contribution assumption: employee only about $334,350 at 4% or $222,900 at 6%; with 50% employer match about $222,900 at 4% or $148,600 at 6%; with 100% employer match about $167,175 at 4% or $111,450 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 4 | $178,987 | $53,496 | $13,374iApproximate average salary by contribution assumption: employee only about $334,350 at 4% or $222,900 at 6%; with 50% employer match about $222,900 at 4% or $148,600 at 6%; with 100% employer match about $167,175 at 4% or $111,450 at 6%. |
| 2021 | 1 | 4 | $155,265 | $73,614 | $18,404iApproximate average salary by contribution assumption: employee only about $460,088 at 4% or $306,725 at 6%; with 50% employer match about $306,725 at 4% or $204,483 at 6%; with 100% employer match about $230,044 at 4% or $153,363 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 4 | $155,265 | $73,614 | $18,404iApproximate average salary by contribution assumption: employee only about $460,088 at 4% or $306,725 at 6%; with 50% employer match about $306,725 at 4% or $204,483 at 6%; with 100% employer match about $230,044 at 4% or $153,363 at 6%. |
| 2020 | 1 | 4 | $69,189 | $36,570 | $9,143iApproximate average salary by contribution assumption: employee only about $228,563 at 4% or $152,375 at 6%; with 50% employer match about $152,375 at 4% or $101,583 at 6%; with 100% employer match about $114,281 at 4% or $76,188 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 4 | $69,189 | $36,570 | $9,143iApproximate average salary by contribution assumption: employee only about $228,563 at 4% or $152,375 at 6%; with 50% employer match about $152,375 at 4% or $101,583 at 6%; with 100% employer match about $114,281 at 4% or $76,188 at 6%. |
| 2019 | 1 | 3 | $22,310 | $20,728 | $6,909iApproximate average salary by contribution assumption: employee only about $172,733 at 4% or $115,156 at 6%; with 50% employer match about $115,156 at 4% or $76,770 at 6%; with 100% employer match about $86,367 at 4% or $57,578 at 6%. |
| Willamette Falls Trust 401(K) Plan | - | 3 | $22,310 | $20,728 | $6,909iApproximate average salary by contribution assumption: employee only about $172,733 at 4% or $115,156 at 6%; with 50% employer match about $115,156 at 4% or $76,770 at 6%; with 100% employer match about $86,367 at 4% or $57,578 at 6%. |