Civic Intelligence

Charles Todd Woolley, MD, PC

Plan context: Charles Todd Woolley, MD PC 401(K) Plan

EIN 55-0808247 • Portland, OR • 14 filings • 3 plans

3014 NE 21st AvePortland, OR 97212
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,610,158

2021 Contributions

$75,778

Historical Graphs

Total Assets Over Time

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

$1,610,158$805,079$0200920152021YearValue
$1,610,158Latest year 2021

Participants Over Time

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

530200920152021YearValue
4Latest year 2021

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
202114$1,610,158$75,778$18,945iApproximate average salary by contribution assumption: employee only about $473,613 at 4% or $315,742 at 6%; with 50% employer match about $315,742 at 4% or $210,494 at 6%; with 100% employer match about $236,806 at 4% or $157,871 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-4$1,610,158$75,778$18,945iApproximate average salary by contribution assumption: employee only about $473,613 at 4% or $315,742 at 6%; with 50% employer match about $315,742 at 4% or $210,494 at 6%; with 100% employer match about $236,806 at 4% or $157,871 at 6%.
202014$1,391,010$27,615$6,904iApproximate average salary by contribution assumption: employee only about $172,594 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,708 at 6%; with 100% employer match about $86,297 at 4% or $57,531 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-4$1,391,010$27,615$6,904iApproximate average salary by contribution assumption: employee only about $172,594 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,708 at 6%; with 100% employer match about $86,297 at 4% or $57,531 at 6%.
201924$1,079,583$61,749$15,437iApproximate average salary by contribution assumption: employee only about $385,931 at 4% or $257,288 at 6%; with 50% employer match about $257,288 at 4% or $171,525 at 6%; with 100% employer match about $192,966 at 4% or $128,644 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-4$1,079,583$61,749$15,437iApproximate average salary by contribution assumption: employee only about $385,931 at 4% or $257,288 at 6%; with 50% employer match about $257,288 at 4% or $171,525 at 6%; with 100% employer match about $192,966 at 4% or $128,644 at 6%.
Charles Todd Woolley, M.D. PC. Cash Balance Plan-0$0--
201813$520,056$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Charles Todd Woolley, M.D. PC. Cash Balance Plan-3$520,056$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
201713$418,253$155,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
Charles Todd Woolley, M.D. PC. Cash Balance Plan-3$418,253$155,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
201613$243,033$118,626$39,542iApproximate average salary by contribution assumption: employee only about $988,550 at 4% or $659,033 at 6%; with 50% employer match about $659,033 at 4% or $439,356 at 6%; with 100% employer match about $494,275 at 4% or $329,517 at 6%.
Charles Todd Woolley, M.D. PC. Cash Balance Plan-3$243,033$118,626$39,542iApproximate average salary by contribution assumption: employee only about $988,550 at 4% or $659,033 at 6%; with 50% employer match about $659,033 at 4% or $439,356 at 6%; with 100% employer match about $494,275 at 4% or $329,517 at 6%.
201513$119,729$118,770$39,590iApproximate average salary by contribution assumption: employee only about $989,750 at 4% or $659,833 at 6%; with 50% employer match about $659,833 at 4% or $439,889 at 6%; with 100% employer match about $494,875 at 4% or $329,917 at 6%.
Charles Todd Woolley, M.D. PC. Cash Balance Plan-3$119,729$118,770$39,590iApproximate average salary by contribution assumption: employee only about $989,750 at 4% or $659,833 at 6%; with 50% employer match about $659,833 at 4% or $439,889 at 6%; with 100% employer match about $494,875 at 4% or $329,917 at 6%.
201414$486,551$80,454$20,114iApproximate average salary by contribution assumption: employee only about $502,838 at 4% or $335,225 at 6%; with 50% employer match about $335,225 at 4% or $223,483 at 6%; with 100% employer match about $251,419 at 4% or $167,613 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-4$486,551$80,454$20,114iApproximate average salary by contribution assumption: employee only about $502,838 at 4% or $335,225 at 6%; with 50% employer match about $335,225 at 4% or $223,483 at 6%; with 100% employer match about $251,419 at 4% or $167,613 at 6%.
201314$417,227$80,171$20,043iApproximate average salary by contribution assumption: employee only about $501,069 at 4% or $334,046 at 6%; with 50% employer match about $334,046 at 4% or $222,697 at 6%; with 100% employer match about $250,534 at 4% or $167,023 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-4$417,227$80,171$20,043iApproximate average salary by contribution assumption: employee only about $501,069 at 4% or $334,046 at 6%; with 50% employer match about $334,046 at 4% or $222,697 at 6%; with 100% employer match about $250,534 at 4% or $167,023 at 6%.
201215$335,966$93,051$18,610iApproximate average salary by contribution assumption: employee only about $465,255 at 4% or $310,170 at 6%; with 50% employer match about $310,170 at 4% or $206,780 at 6%; with 100% employer match about $232,628 at 4% or $155,085 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-5$335,966$93,051$18,610iApproximate average salary by contribution assumption: employee only about $465,255 at 4% or $310,170 at 6%; with 50% employer match about $310,170 at 4% or $206,780 at 6%; with 100% employer match about $232,628 at 4% or $155,085 at 6%.
201115$225,557$76,588$15,318iApproximate average salary by contribution assumption: employee only about $382,940 at 4% or $255,293 at 6%; with 50% employer match about $255,293 at 4% or $170,196 at 6%; with 100% employer match about $191,470 at 4% or $127,647 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-5$225,557$76,588$15,318iApproximate average salary by contribution assumption: employee only about $382,940 at 4% or $255,293 at 6%; with 50% employer match about $255,293 at 4% or $170,196 at 6%; with 100% employer match about $191,470 at 4% or $127,647 at 6%.
201015$162,336$77,802$15,560iApproximate average salary by contribution assumption: employee only about $389,010 at 4% or $259,340 at 6%; with 50% employer match about $259,340 at 4% or $172,893 at 6%; with 100% employer match about $194,505 at 4% or $129,670 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-5$162,336$77,802$15,560iApproximate average salary by contribution assumption: employee only about $389,010 at 4% or $259,340 at 6%; with 50% employer match about $259,340 at 4% or $172,893 at 6%; with 100% employer match about $194,505 at 4% or $129,670 at 6%.
200912$69,664$66,878$33,439iApproximate average salary by contribution assumption: employee only about $835,975 at 4% or $557,317 at 6%; with 50% employer match about $557,317 at 4% or $371,544 at 6%; with 100% employer match about $417,988 at 4% or $278,658 at 6%.
Charles Todd Woolley, MD PC 401(K) Plan-2$69,664$66,878$33,439iApproximate average salary by contribution assumption: employee only about $835,975 at 4% or $557,317 at 6%; with 50% employer match about $557,317 at 4% or $371,544 at 6%; with 100% employer match about $417,988 at 4% or $278,658 at 6%.