Civic Intelligence

Cu Business Group LLC

Plan context: Cu Business Group LLC 401(K) Plan and Trust

EIN 56-2284235 • Portland, OR • 22 filings • 4 plans

9600 NE Cascades Pkwy #250Portland, OR 97220-6831
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$6,606,069

2024 Contributions

$688,653

Historical Graphs

Total Assets Over Time

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

$7,972,743$3,986,372$0200320142024YearValue
$6,606,069Latest year 2024

Participants Over Time

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

103520200320142024YearValue
103Latest year 2024

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
20241103$6,606,069$688,653$6,686iApproximate average salary by contribution assumption: employee only about $167,149 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,288 at 6%; with 100% employer match about $83,574 at 4% or $55,716 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-103$6,606,069$688,653$6,686iApproximate average salary by contribution assumption: employee only about $167,149 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,288 at 6%; with 100% employer match about $83,574 at 4% or $55,716 at 6%.
2023196$5,444,963$648,143$6,751iApproximate average salary by contribution assumption: employee only about $168,787 at 4% or $112,525 at 6%; with 50% employer match about $112,525 at 4% or $75,017 at 6%; with 100% employer match about $84,394 at 4% or $56,262 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-96$5,444,963$648,143$6,751iApproximate average salary by contribution assumption: employee only about $168,787 at 4% or $112,525 at 6%; with 50% employer match about $112,525 at 4% or $75,017 at 6%; with 100% employer match about $84,394 at 4% or $56,262 at 6%.
20221102$6,268,535$704,084$6,903iApproximate average salary by contribution assumption: employee only about $172,570 at 4% or $115,046 at 6%; with 50% employer match about $115,046 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,523 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-102$6,268,535$704,084$6,903iApproximate average salary by contribution assumption: employee only about $172,570 at 4% or $115,046 at 6%; with 50% employer match about $115,046 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,523 at 6%.
20211101$7,972,743$674,495$6,678iApproximate average salary by contribution assumption: employee only about $166,954 at 4% or $111,303 at 6%; with 50% employer match about $111,303 at 4% or $74,202 at 6%; with 100% employer match about $83,477 at 4% or $55,651 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-101$7,972,743$674,495$6,678iApproximate average salary by contribution assumption: employee only about $166,954 at 4% or $111,303 at 6%; with 50% employer match about $111,303 at 4% or $74,202 at 6%; with 100% employer match about $83,477 at 4% or $55,651 at 6%.
2020161$5,449,639$395,732$6,487iApproximate average salary by contribution assumption: employee only about $162,185 at 4% or $108,123 at 6%; with 50% employer match about $108,123 at 4% or $72,082 at 6%; with 100% employer match about $81,093 at 4% or $54,062 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-61$5,449,639$395,732$6,487iApproximate average salary by contribution assumption: employee only about $162,185 at 4% or $108,123 at 6%; with 50% employer match about $108,123 at 4% or $72,082 at 6%; with 100% employer match about $81,093 at 4% or $54,062 at 6%.
2019159$4,646,128$396,601$6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,689 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-59$4,646,128$396,601$6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,689 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%.
2018154$3,686,361$532,133$9,854iApproximate average salary by contribution assumption: employee only about $246,358 at 4% or $164,239 at 6%; with 50% employer match about $164,239 at 4% or $109,492 at 6%; with 100% employer match about $123,179 at 4% or $82,119 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-54$3,686,361$532,133$9,854iApproximate average salary by contribution assumption: employee only about $246,358 at 4% or $164,239 at 6%; with 50% employer match about $164,239 at 4% or $109,492 at 6%; with 100% employer match about $123,179 at 4% or $82,119 at 6%.
2017155$3,520,284$486,189$8,840iApproximate average salary by contribution assumption: employee only about $220,995 at 4% or $147,330 at 6%; with 50% employer match about $147,330 at 4% or $98,220 at 6%; with 100% employer match about $110,497 at 4% or $73,665 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-55$3,520,284$486,189$8,840iApproximate average salary by contribution assumption: employee only about $220,995 at 4% or $147,330 at 6%; with 50% employer match about $147,330 at 4% or $98,220 at 6%; with 100% employer match about $110,497 at 4% or $73,665 at 6%.
2016153$2,723,021$391,101$7,379iApproximate average salary by contribution assumption: employee only about $184,482 at 4% or $122,988 at 6%; with 50% employer match about $122,988 at 4% or $81,992 at 6%; with 100% employer match about $92,241 at 4% or $61,494 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-53$2,723,021$391,101$7,379iApproximate average salary by contribution assumption: employee only about $184,482 at 4% or $122,988 at 6%; with 50% employer match about $122,988 at 4% or $81,992 at 6%; with 100% employer match about $92,241 at 4% or $61,494 at 6%.
2015148$2,216,345$382,736$7,974iApproximate average salary by contribution assumption: employee only about $199,342 at 4% or $132,894 at 6%; with 50% employer match about $132,894 at 4% or $88,596 at 6%; with 100% employer match about $99,671 at 4% or $66,447 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-48$2,216,345$382,736$7,974iApproximate average salary by contribution assumption: employee only about $199,342 at 4% or $132,894 at 6%; with 50% employer match about $132,894 at 4% or $88,596 at 6%; with 100% employer match about $99,671 at 4% or $66,447 at 6%.
2014128$1,929,633$269,731$9,633iApproximate average salary by contribution assumption: employee only about $240,831 at 4% or $160,554 at 6%; with 50% employer match about $160,554 at 4% or $107,036 at 6%; with 100% employer match about $120,416 at 4% or $80,277 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-28$1,929,633$269,731$9,633iApproximate average salary by contribution assumption: employee only about $240,831 at 4% or $160,554 at 6%; with 50% employer match about $160,554 at 4% or $107,036 at 6%; with 100% employer match about $120,416 at 4% or $80,277 at 6%.
2013133$1,768,089$226,755$6,871iApproximate average salary by contribution assumption: employee only about $171,784 at 4% or $114,523 at 6%; with 50% employer match about $114,523 at 4% or $76,348 at 6%; with 100% employer match about $85,892 at 4% or $57,261 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-33$1,768,089$226,755$6,871iApproximate average salary by contribution assumption: employee only about $171,784 at 4% or $114,523 at 6%; with 50% employer match about $114,523 at 4% or $76,348 at 6%; with 100% employer match about $85,892 at 4% or $57,261 at 6%.
2012131$1,363,902$191,219$6,168iApproximate average salary by contribution assumption: employee only about $154,209 at 4% or $102,806 at 6%; with 50% employer match about $102,806 at 4% or $68,537 at 6%; with 100% employer match about $77,104 at 4% or $51,403 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-31$1,363,902$191,219$6,168iApproximate average salary by contribution assumption: employee only about $154,209 at 4% or $102,806 at 6%; with 50% employer match about $102,806 at 4% or $68,537 at 6%; with 100% employer match about $77,104 at 4% or $51,403 at 6%.
2011131$1,577,254$237,421$7,659iApproximate average salary by contribution assumption: employee only about $191,469 at 4% or $127,646 at 6%; with 50% employer match about $127,646 at 4% or $85,097 at 6%; with 100% employer match about $95,734 at 4% or $63,823 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-31$1,577,254$237,421$7,659iApproximate average salary by contribution assumption: employee only about $191,469 at 4% or $127,646 at 6%; with 50% employer match about $127,646 at 4% or $85,097 at 6%; with 100% employer match about $95,734 at 4% or $63,823 at 6%.
2010128$1,471,823$281,277$10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-28$1,471,823$281,277$10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%.
2009126$1,110,407$255,620$9,832iApproximate average salary by contribution assumption: employee only about $245,788 at 4% or $163,859 at 6%; with 50% employer match about $163,859 at 4% or $109,239 at 6%; with 100% employer match about $122,894 at 4% or $81,929 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-26$1,110,407$255,620$9,832iApproximate average salary by contribution assumption: employee only about $245,788 at 4% or $163,859 at 6%; with 50% employer match about $163,859 at 4% or $109,239 at 6%; with 100% employer match about $122,894 at 4% or $81,929 at 6%.
2008118$726,785$267,837$14,880iApproximate average salary by contribution assumption: employee only about $371,996 at 4% or $247,997 at 6%; with 50% employer match about $247,997 at 4% or $165,331 at 6%; with 100% employer match about $185,998 at 4% or $123,999 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-18$726,785$267,837$14,880iApproximate average salary by contribution assumption: employee only about $371,996 at 4% or $247,997 at 6%; with 50% employer match about $247,997 at 4% or $165,331 at 6%; with 100% employer match about $185,998 at 4% or $123,999 at 6%.
2007118$624,496$175,619$9,757iApproximate average salary by contribution assumption: employee only about $243,915 at 4% or $162,610 at 6%; with 50% employer match about $162,610 at 4% or $108,407 at 6%; with 100% employer match about $121,958 at 4% or $81,305 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-18$624,496$175,619$9,757iApproximate average salary by contribution assumption: employee only about $243,915 at 4% or $162,610 at 6%; with 50% employer match about $162,610 at 4% or $108,407 at 6%; with 100% employer match about $121,958 at 4% or $81,305 at 6%.
2006111$429,089$134,540$12,231iApproximate average salary by contribution assumption: employee only about $305,773 at 4% or $203,848 at 6%; with 50% employer match about $203,848 at 4% or $135,899 at 6%; with 100% employer match about $152,886 at 4% or $101,924 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-11$429,089$134,540$12,231iApproximate average salary by contribution assumption: employee only about $305,773 at 4% or $203,848 at 6%; with 50% employer match about $203,848 at 4% or $135,899 at 6%; with 100% employer match about $152,886 at 4% or $101,924 at 6%.
2005110$270,360$179,762$17,976iApproximate average salary by contribution assumption: employee only about $449,405 at 4% or $299,603 at 6%; with 50% employer match about $299,603 at 4% or $199,736 at 6%; with 100% employer match about $224,703 at 4% or $149,802 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-10$270,360$179,762$17,976iApproximate average salary by contribution assumption: employee only about $449,405 at 4% or $299,603 at 6%; with 50% employer match about $299,603 at 4% or $199,736 at 6%; with 100% employer match about $224,703 at 4% or $149,802 at 6%.
200416$82,825$50,025$8,338iApproximate average salary by contribution assumption: employee only about $208,438 at 4% or $138,958 at 6%; with 50% employer match about $138,958 at 4% or $92,639 at 6%; with 100% employer match about $104,219 at 4% or $69,479 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-6$82,825$50,025$8,338iApproximate average salary by contribution assumption: employee only about $208,438 at 4% or $138,958 at 6%; with 50% employer match about $138,958 at 4% or $92,639 at 6%; with 100% employer match about $104,219 at 4% or $69,479 at 6%.
200314$29,000$27,573$6,893iApproximate average salary by contribution assumption: employee only about $172,331 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
Cu Business Group LLC 401(K) Plan and Trust-4$29,000$27,573$6,893iApproximate average salary by contribution assumption: employee only about $172,331 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.