Civic Intelligence

Farley & Associates Inc.

Plan context: Farley & Associates 401(K) Plan

EIN 73-1646820 • Lake Oswego, OR • 23 filings • 4 plans

333 South State Street V125Lake Oswego, OR 97034
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$657,857

2024 Contributions

$76,959

Historical Graphs

Total Assets Over Time

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

$1,560,499$780,250$0200420152024YearValue
$657,857Latest year 2024

Participants Over Time

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

630200320142024YearValue
2Latest 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
202412$657,857$76,959$38,480iApproximate average salary by contribution assumption: employee only about $961,988 at 4% or $641,325 at 6%; with 50% employer match about $641,325 at 4% or $427,550 at 6%; with 100% employer match about $480,994 at 4% or $320,663 at 6%.
Farley & Associates 401(K) Plan-2$657,857$76,959$38,480iApproximate average salary by contribution assumption: employee only about $961,988 at 4% or $641,325 at 6%; with 50% employer match about $641,325 at 4% or $427,550 at 6%; with 100% employer match about $480,994 at 4% or $320,663 at 6%.
202314$1,560,499$75,290$18,823iApproximate average salary by contribution assumption: employee only about $470,563 at 4% or $313,708 at 6%; with 50% employer match about $313,708 at 4% or $209,139 at 6%; with 100% employer match about $235,281 at 4% or $156,854 at 6%.
Farley & Associates 401(K) Plan-4$1,560,499$75,290$18,823iApproximate average salary by contribution assumption: employee only about $470,563 at 4% or $313,708 at 6%; with 50% employer match about $313,708 at 4% or $209,139 at 6%; with 100% employer match about $235,281 at 4% or $156,854 at 6%.
202214$1,254,539$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Farley & Associates 401(K) Plan-4$1,254,539$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202114$1,445,797$165,237$41,309iApproximate average salary by contribution assumption: employee only about $1,032,731 at 4% or $688,488 at 6%; with 50% employer match about $688,488 at 4% or $458,992 at 6%; with 100% employer match about $516,366 at 4% or $344,244 at 6%.
Farley & Associates 401(K) Plan-4$1,445,797$165,237$41,309iApproximate average salary by contribution assumption: employee only about $1,032,731 at 4% or $688,488 at 6%; with 50% employer match about $688,488 at 4% or $458,992 at 6%; with 100% employer match about $516,366 at 4% or $344,244 at 6%.
202015$1,223,666$185,292$37,058iApproximate average salary by contribution assumption: employee only about $926,460 at 4% or $617,640 at 6%; with 50% employer match about $617,640 at 4% or $411,760 at 6%; with 100% employer match about $463,230 at 4% or $308,820 at 6%.
Farley & Associates 401(K) Plan-5$1,223,666$185,292$37,058iApproximate average salary by contribution assumption: employee only about $926,460 at 4% or $617,640 at 6%; with 50% employer match about $617,640 at 4% or $411,760 at 6%; with 100% employer match about $463,230 at 4% or $308,820 at 6%.
201916$859,175$141,975$23,663iApproximate average salary by contribution assumption: employee only about $591,563 at 4% or $394,375 at 6%; with 50% employer match about $394,375 at 4% or $262,917 at 6%; with 100% employer match about $295,781 at 4% or $197,188 at 6%.
Farley & Associates 401(K) Plan-6$859,175$141,975$23,663iApproximate average salary by contribution assumption: employee only about $591,563 at 4% or $394,375 at 6%; with 50% employer match about $394,375 at 4% or $262,917 at 6%; with 100% employer match about $295,781 at 4% or $197,188 at 6%.
201815$621,422$137,971$27,594iApproximate average salary by contribution assumption: employee only about $689,855 at 4% or $459,903 at 6%; with 50% employer match about $459,903 at 4% or $306,602 at 6%; with 100% employer match about $344,928 at 4% or $229,952 at 6%.
Farley & Associates 401(K) Plan-5$621,422$137,971$27,594iApproximate average salary by contribution assumption: employee only about $689,855 at 4% or $459,903 at 6%; with 50% employer match about $459,903 at 4% or $306,602 at 6%; with 100% employer match about $344,928 at 4% or $229,952 at 6%.
201716$576,249$143,452$23,909iApproximate average salary by contribution assumption: employee only about $597,717 at 4% or $398,478 at 6%; with 50% employer match about $398,478 at 4% or $265,652 at 6%; with 100% employer match about $298,858 at 4% or $199,239 at 6%.
Farley & Associates 401(K) Plan-6$576,249$143,452$23,909iApproximate average salary by contribution assumption: employee only about $597,717 at 4% or $398,478 at 6%; with 50% employer match about $398,478 at 4% or $265,652 at 6%; with 100% employer match about $298,858 at 4% or $199,239 at 6%.
201614$389,127$135,617$33,904iApproximate average salary by contribution assumption: employee only about $847,606 at 4% or $565,071 at 6%; with 50% employer match about $565,071 at 4% or $376,714 at 6%; with 100% employer match about $423,803 at 4% or $282,535 at 6%.
Farley & Associates 401(K) Plan-4$389,127$135,617$33,904iApproximate average salary by contribution assumption: employee only about $847,606 at 4% or $565,071 at 6%; with 50% employer match about $565,071 at 4% or $376,714 at 6%; with 100% employer match about $423,803 at 4% or $282,535 at 6%.
201515$241,454$134,268$26,854iApproximate average salary by contribution assumption: employee only about $671,340 at 4% or $447,560 at 6%; with 50% employer match about $447,560 at 4% or $298,373 at 6%; with 100% employer match about $335,670 at 4% or $223,780 at 6%.
Farley & Associates 401(K) Plan-5$241,454$134,268$26,854iApproximate average salary by contribution assumption: employee only about $671,340 at 4% or $447,560 at 6%; with 50% employer match about $447,560 at 4% or $298,373 at 6%; with 100% employer match about $335,670 at 4% or $223,780 at 6%.
201424$853,281$158,675$39,669iApproximate average salary by contribution assumption: employee only about $991,719 at 4% or $661,146 at 6%; with 50% employer match about $661,146 at 4% or $440,764 at 6%; with 100% employer match about $495,859 at 4% or $330,573 at 6%.
Farley & Associates 401(K) Plan-4$740,743$46,445$11,611iApproximate average salary by contribution assumption: employee only about $290,281 at 4% or $193,521 at 6%; with 50% employer match about $193,521 at 4% or $129,014 at 6%; with 100% employer match about $145,141 at 4% or $96,760 at 6%.
Farley & Associates 401(K) Plan-4$112,538$112,230$28,058iApproximate average salary by contribution assumption: employee only about $701,438 at 4% or $467,625 at 6%; with 50% employer match about $467,625 at 4% or $311,750 at 6%; with 100% employer match about $350,719 at 4% or $233,813 at 6%.
201314$966,991$43,159$10,790iApproximate average salary by contribution assumption: employee only about $269,744 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,872 at 4% or $89,915 at 6%.
Farley & Associates 401(K) Plan-4$966,991$43,159$10,790iApproximate average salary by contribution assumption: employee only about $269,744 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,872 at 4% or $89,915 at 6%.
201214$802,388$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Farley & Associates 401(K) Plan-4$802,388$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201114$680,473$84,327$21,082iApproximate average salary by contribution assumption: employee only about $527,044 at 4% or $351,363 at 6%; with 50% employer match about $351,363 at 4% or $234,242 at 6%; with 100% employer match about $263,522 at 4% or $175,681 at 6%.
Farley & Associates 401(K) Plan-4$680,473$84,327$21,082iApproximate average salary by contribution assumption: employee only about $527,044 at 4% or $351,363 at 6%; with 50% employer match about $351,363 at 4% or $234,242 at 6%; with 100% employer match about $263,522 at 4% or $175,681 at 6%.
201013$464,110$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
Farley & Associates 401(K) Plan-3$464,110$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
200913$523,463$63,536$21,179iApproximate average salary by contribution assumption: employee only about $529,467 at 4% or $352,978 at 6%; with 50% employer match about $352,978 at 4% or $235,319 at 6%; with 100% employer match about $264,733 at 4% or $176,489 at 6%.
Farley & Associates 401(K) Plan-3$523,463$63,536$21,179iApproximate average salary by contribution assumption: employee only about $529,467 at 4% or $352,978 at 6%; with 50% employer match about $352,978 at 4% or $235,319 at 6%; with 100% employer match about $264,733 at 4% or $176,489 at 6%.
200813$386,016$62,567$20,856iApproximate average salary by contribution assumption: employee only about $521,392 at 4% or $347,594 at 6%; with 50% employer match about $347,594 at 4% or $231,730 at 6%; with 100% employer match about $260,696 at 4% or $173,797 at 6%.
Farley & Associates 401(K) Plan-3$386,016$62,567$20,856iApproximate average salary by contribution assumption: employee only about $521,392 at 4% or $347,594 at 6%; with 50% employer match about $347,594 at 4% or $231,730 at 6%; with 100% employer match about $260,696 at 4% or $173,797 at 6%.
200713$0$0-
Farley & Associates 401(K) Plan-3---
200613$284,062$60,130$20,043iApproximate average salary by contribution assumption: employee only about $501,083 at 4% or $334,056 at 6%; with 50% employer match about $334,056 at 4% or $222,704 at 6%; with 100% employer match about $250,542 at 4% or $167,028 at 6%.
Farley & Associates 401(K) Plan-3$284,062$60,130$20,043iApproximate average salary by contribution assumption: employee only about $501,083 at 4% or $334,056 at 6%; with 50% employer match about $334,056 at 4% or $222,704 at 6%; with 100% employer match about $250,542 at 4% or $167,028 at 6%.
200513$189,815$58,033$19,344iApproximate average salary by contribution assumption: employee only about $483,608 at 4% or $322,406 at 6%; with 50% employer match about $322,406 at 4% or $214,937 at 6%; with 100% employer match about $241,804 at 4% or $161,203 at 6%.
Farley & Associates 401(K) Plan-3$189,815$58,033$19,344iApproximate average salary by contribution assumption: employee only about $483,608 at 4% or $322,406 at 6%; with 50% employer match about $322,406 at 4% or $214,937 at 6%; with 100% employer match about $241,804 at 4% or $161,203 at 6%.
200413$101,513$56,150$18,717iApproximate average salary by contribution assumption: employee only about $467,917 at 4% or $311,944 at 6%; with 50% employer match about $311,944 at 4% or $207,963 at 6%; with 100% employer match about $233,958 at 4% or $155,972 at 6%.
Farley & Associates 401(K) Plan-3$101,513$56,150$18,717iApproximate average salary by contribution assumption: employee only about $467,917 at 4% or $311,944 at 6%; with 50% employer match about $311,944 at 4% or $207,963 at 6%; with 100% employer match about $233,958 at 4% or $155,972 at 6%.
200312$0$0-
Farley & Associates 401(K) Plan-2---