Civic Intelligence

Willamette Valley Benefits Inc.

Plan context: Willamette Valley Benefits Inc. 401(K) Plan & Trust

EIN 72-1619090 • Portland, OR • 11 filings • 1 plans

6400 SE Lake Road, Suite 210Portland, OR 97222
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$684,758

2022 Contributions

$68,889

Historical Graphs

Total Assets Over Time

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

$853,072$426,536$0201220172021YearValue
$684,758Latest year 2021

Participants Over Time

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

840201220172021YearValue
7Latest 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
202210$0$0-
Willamette Valley Benefits Inc. 401(K) Plan & Trust-0$0$0-
202117$684,758$68,889$9,841iApproximate average salary by contribution assumption: employee only about $246,032 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,348 at 6%; with 100% employer match about $123,016 at 4% or $82,011 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-7$684,758$68,889$9,841iApproximate average salary by contribution assumption: employee only about $246,032 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,348 at 6%; with 100% employer match about $123,016 at 4% or $82,011 at 6%.
202018$853,072$102,828$12,854iApproximate average salary by contribution assumption: employee only about $321,338 at 4% or $214,225 at 6%; with 50% employer match about $214,225 at 4% or $142,817 at 6%; with 100% employer match about $160,669 at 4% or $107,113 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-8$853,072$102,828$12,854iApproximate average salary by contribution assumption: employee only about $321,338 at 4% or $214,225 at 6%; with 50% employer match about $214,225 at 4% or $142,817 at 6%; with 100% employer match about $160,669 at 4% or $107,113 at 6%.
201918$654,752$83,566$10,446iApproximate average salary by contribution assumption: employee only about $261,144 at 4% or $174,096 at 6%; with 50% employer match about $174,096 at 4% or $116,064 at 6%; with 100% employer match about $130,572 at 4% or $87,048 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-8$654,752$83,566$10,446iApproximate average salary by contribution assumption: employee only about $261,144 at 4% or $174,096 at 6%; with 50% employer match about $174,096 at 4% or $116,064 at 6%; with 100% employer match about $130,572 at 4% or $87,048 at 6%.
201817$470,465$76,103$10,872iApproximate average salary by contribution assumption: employee only about $271,796 at 4% or $181,198 at 6%; with 50% employer match about $181,198 at 4% or $120,798 at 6%; with 100% employer match about $135,898 at 4% or $90,599 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-7$470,465$76,103$10,872iApproximate average salary by contribution assumption: employee only about $271,796 at 4% or $181,198 at 6%; with 50% employer match about $181,198 at 4% or $120,798 at 6%; with 100% employer match about $135,898 at 4% or $90,599 at 6%.
201717$428,419$95,646$13,664iApproximate average salary by contribution assumption: employee only about $341,593 at 4% or $227,729 at 6%; with 50% employer match about $227,729 at 4% or $151,819 at 6%; with 100% employer match about $170,796 at 4% or $113,864 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-7$428,419$95,646$13,664iApproximate average salary by contribution assumption: employee only about $341,593 at 4% or $227,729 at 6%; with 50% employer match about $227,729 at 4% or $151,819 at 6%; with 100% employer match about $170,796 at 4% or $113,864 at 6%.
201616$286,028$49,771$8,295iApproximate average salary by contribution assumption: employee only about $207,379 at 4% or $138,253 at 6%; with 50% employer match about $138,253 at 4% or $92,169 at 6%; with 100% employer match about $103,690 at 4% or $69,126 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-6$286,028$49,771$8,295iApproximate average salary by contribution assumption: employee only about $207,379 at 4% or $138,253 at 6%; with 50% employer match about $138,253 at 4% or $92,169 at 6%; with 100% employer match about $103,690 at 4% or $69,126 at 6%.
201515$223,152$128,914$25,783iApproximate average salary by contribution assumption: employee only about $644,570 at 4% or $429,713 at 6%; with 50% employer match about $429,713 at 4% or $286,476 at 6%; with 100% employer match about $322,285 at 4% or $214,857 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-5$223,152$128,914$25,783iApproximate average salary by contribution assumption: employee only about $644,570 at 4% or $429,713 at 6%; with 50% employer match about $429,713 at 4% or $286,476 at 6%; with 100% employer match about $322,285 at 4% or $214,857 at 6%.
201415$102,218$33,948$6,790iApproximate average salary by contribution assumption: employee only about $169,740 at 4% or $113,160 at 6%; with 50% employer match about $113,160 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-5$102,218$33,948$6,790iApproximate average salary by contribution assumption: employee only about $169,740 at 4% or $113,160 at 6%; with 50% employer match about $113,160 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
201314$61,548$30,420$7,605iApproximate average salary by contribution assumption: employee only about $190,125 at 4% or $126,750 at 6%; with 50% employer match about $126,750 at 4% or $84,500 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-4$61,548$30,420$7,605iApproximate average salary by contribution assumption: employee only about $190,125 at 4% or $126,750 at 6%; with 50% employer match about $126,750 at 4% or $84,500 at 6%; with 100% employer match about $95,063 at 4% or $63,375 at 6%.
201213$23,937$23,485$7,828iApproximate average salary by contribution assumption: employee only about $195,708 at 4% or $130,472 at 6%; with 50% employer match about $130,472 at 4% or $86,981 at 6%; with 100% employer match about $97,854 at 4% or $65,236 at 6%.
Willamette Valley Benefits Inc. 401(K) Plan & Trust-3$23,937$23,485$7,828iApproximate average salary by contribution assumption: employee only about $195,708 at 4% or $130,472 at 6%; with 50% employer match about $130,472 at 4% or $86,981 at 6%; with 100% employer match about $97,854 at 4% or $65,236 at 6%.