Civic Intelligence

Genesis Financial Solutions

Plan context: Genesis Financial Solutions 401(K) Plan

EIN 75-2930009 • Beaverton, OR • 37 filings • 4 plans

15220 NW Greenbrier Pkwy. Suite 200Beaverton, OR 97006
Current Snapshot

Latest Year

2022

2022 Participants

819

2022 Assets

$26,593,764

2022 Contributions

$4,760,035

Historical Graphs

Total Assets Over Time

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

$29,973,961$14,986,981$0200320132022YearValue
$26,593,764Latest year 2022

Participants Over Time

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

8194100200320132022YearValue
819Latest year 2022

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
20222819$26,593,764$4,760,035$5,812iApproximate average salary by contribution assumption: employee only about $145,300 at 4% or $96,867 at 6%; with 50% employer match about $96,867 at 4% or $64,578 at 6%; with 100% employer match about $72,650 at 4% or $48,433 at 6%.
Genesis Financial Solutions 401(K) Plan-727$26,593,764$4,760,035$6,548iApproximate average salary by contribution assumption: employee only about $163,688 at 4% or $109,125 at 6%; with 50% employer match about $109,125 at 4% or $72,750 at 6%; with 100% employer match about $81,844 at 4% or $54,563 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-819---
20212725$29,973,961$4,232,100$5,837iApproximate average salary by contribution assumption: employee only about $145,934 at 4% or $97,290 at 6%; with 50% employer match about $97,290 at 4% or $64,860 at 6%; with 100% employer match about $72,967 at 4% or $48,645 at 6%.
Genesis Financial Solutions 401(K) Plan-673$29,973,961$4,232,100$6,288iApproximate average salary by contribution assumption: employee only about $157,210 at 4% or $104,807 at 6%; with 50% employer match about $104,807 at 4% or $69,871 at 6%; with 100% employer match about $78,605 at 4% or $52,403 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-725---
20202681$24,141,556$3,754,553$5,513iApproximate average salary by contribution assumption: employee only about $137,832 at 4% or $91,888 at 6%; with 50% employer match about $91,888 at 4% or $61,259 at 6%; with 100% employer match about $68,916 at 4% or $45,944 at 6%.
Genesis Financial Solutions 401(K) Plan-658$24,141,556$3,754,553$5,706iApproximate average salary by contribution assumption: employee only about $142,650 at 4% or $95,100 at 6%; with 50% employer match about $95,100 at 4% or $63,400 at 6%; with 100% employer match about $71,325 at 4% or $47,550 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-681---
20192723$19,333,062$3,868,527$5,351iApproximate average salary by contribution assumption: employee only about $133,766 at 4% or $89,178 at 6%; with 50% employer match about $89,178 at 4% or $59,452 at 6%; with 100% employer match about $66,883 at 4% or $44,589 at 6%.
Genesis Financial Solutions 401(K) Plan-687$19,333,062$3,868,527$5,631iApproximate average salary by contribution assumption: employee only about $140,776 at 4% or $93,851 at 6%; with 50% employer match about $93,851 at 4% or $62,567 at 6%; with 100% employer match about $70,388 at 4% or $46,925 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-723---
20182604$14,703,911$2,923,594$4,840iApproximate average salary by contribution assumption: employee only about $121,010 at 4% or $80,673 at 6%; with 50% employer match about $80,673 at 4% or $53,782 at 6%; with 100% employer match about $60,505 at 4% or $40,337 at 6%.
Genesis Financial Solutions 401(K) Plan-579$14,703,911$2,923,594$5,049iApproximate average salary by contribution assumption: employee only about $126,235 at 4% or $84,156 at 6%; with 50% employer match about $84,156 at 4% or $56,104 at 6%; with 100% employer match about $63,117 at 4% or $42,078 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-604---
20172771$14,173,785$4,405,874$5,714iApproximate average salary by contribution assumption: employee only about $142,862 at 4% or $95,242 at 6%; with 50% employer match about $95,242 at 4% or $63,494 at 6%; with 100% employer match about $71,431 at 4% or $47,621 at 6%.
Genesis Financial Solutions 401(K) Plan-632$14,173,785$4,405,874$6,971iApproximate average salary by contribution assumption: employee only about $174,283 at 4% or $116,189 at 6%; with 50% employer match about $116,189 at 4% or $77,459 at 6%; with 100% employer match about $87,141 at 4% or $58,094 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-771---
20162179$8,817,876$1,331,751$7,440iApproximate average salary by contribution assumption: employee only about $185,999 at 4% or $123,999 at 6%; with 50% employer match about $123,999 at 4% or $82,666 at 6%; with 100% employer match about $92,999 at 4% or $62,000 at 6%.
Genesis Financial Solutions 401(K) Plan-179$8,817,876$1,331,751$7,440iApproximate average salary by contribution assumption: employee only about $185,999 at 4% or $123,999 at 6%; with 50% employer match about $123,999 at 4% or $82,666 at 6%; with 100% employer match about $92,999 at 4% or $62,000 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-179---
20152177$7,882,553$1,401,680$7,919iApproximate average salary by contribution assumption: employee only about $197,977 at 4% or $131,985 at 6%; with 50% employer match about $131,985 at 4% or $87,990 at 6%; with 100% employer match about $98,989 at 4% or $65,992 at 6%.
Genesis Financial Solutions 401(K) Plan-173$7,882,553$1,401,680$8,102iApproximate average salary by contribution assumption: employee only about $202,555 at 4% or $135,037 at 6%; with 50% employer match about $135,037 at 4% or $90,024 at 6%; with 100% employer match about $101,277 at 4% or $67,518 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-177---
20142210$7,144,146$1,282,476$6,107iApproximate average salary by contribution assumption: employee only about $152,676 at 4% or $101,784 at 6%; with 50% employer match about $101,784 at 4% or $67,856 at 6%; with 100% employer match about $76,338 at 4% or $50,892 at 6%.
Genesis Financial Solutions 401(K) Plan-187$7,144,146$1,282,476$6,858iApproximate average salary by contribution assumption: employee only about $171,454 at 4% or $114,303 at 6%; with 50% employer match about $114,303 at 4% or $76,202 at 6%; with 100% employer match about $85,727 at 4% or $57,151 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-210---
20132178$6,344,545$1,227,513$6,896iApproximate average salary by contribution assumption: employee only about $172,404 at 4% or $114,936 at 6%; with 50% employer match about $114,936 at 4% or $76,624 at 6%; with 100% employer match about $86,202 at 4% or $57,468 at 6%.
Genesis Financial Solutions 401(K) Plan-177$6,344,545$1,227,513$6,935iApproximate average salary by contribution assumption: employee only about $173,378 at 4% or $115,585 at 6%; with 50% employer match about $115,585 at 4% or $77,057 at 6%; with 100% employer match about $86,689 at 4% or $57,793 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-178---
20122141$4,654,321$768,799$5,452iApproximate average salary by contribution assumption: employee only about $136,312 at 4% or $90,875 at 6%; with 50% employer match about $90,875 at 4% or $60,583 at 6%; with 100% employer match about $68,156 at 4% or $45,437 at 6%.
Genesis Financial Solutions 401(K) Plan-133$4,654,321$768,799$5,780iApproximate average salary by contribution assumption: employee only about $144,511 at 4% or $96,341 at 6%; with 50% employer match about $96,341 at 4% or $64,227 at 6%; with 100% employer match about $72,256 at 4% or $48,170 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-141---
20112143$3,713,388$688,717$4,816iApproximate average salary by contribution assumption: employee only about $120,405 at 4% or $80,270 at 6%; with 50% employer match about $80,270 at 4% or $53,513 at 6%; with 100% employer match about $60,203 at 4% or $40,135 at 6%.
Genesis Financial Solutions 401(K) Plan-128$3,713,388$688,717$5,381iApproximate average salary by contribution assumption: employee only about $134,515 at 4% or $89,677 at 6%; with 50% employer match about $89,677 at 4% or $59,784 at 6%; with 100% employer match about $67,258 at 4% or $44,838 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-143---
20102143$3,399,942$668,110$4,672iApproximate average salary by contribution assumption: employee only about $116,802 at 4% or $77,868 at 6%; with 50% employer match about $77,868 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%.
Genesis Financial Solutions 401(K) Plan-120$3,399,942$668,110$5,568iApproximate average salary by contribution assumption: employee only about $139,190 at 4% or $92,793 at 6%; with 50% employer match about $92,793 at 4% or $61,862 at 6%; with 100% employer match about $69,595 at 4% or $46,397 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-143---
20092123$2,489,789$634,234$5,156iApproximate average salary by contribution assumption: employee only about $128,909 at 4% or $85,940 at 6%; with 50% employer match about $85,940 at 4% or $57,293 at 6%; with 100% employer match about $64,455 at 4% or $42,970 at 6%.
Genesis Financial Solutions 401(K) Plan-123$2,489,789$634,234$5,156iApproximate average salary by contribution assumption: employee only about $128,909 at 4% or $85,940 at 6%; with 50% employer match about $85,940 at 4% or $57,293 at 6%; with 100% employer match about $64,455 at 4% or $42,970 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-115---
20082136$1,620,943$722,942$5,316iApproximate average salary by contribution assumption: employee only about $132,894 at 4% or $88,596 at 6%; with 50% employer match about $88,596 at 4% or $59,064 at 6%; with 100% employer match about $66,447 at 4% or $44,298 at 6%.
Genesis Financial Solutions 401(K) Plan-136$1,620,943$722,942$5,316iApproximate average salary by contribution assumption: employee only about $132,894 at 4% or $88,596 at 6%; with 50% employer match about $88,596 at 4% or $59,064 at 6%; with 100% employer match about $66,447 at 4% or $44,298 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-118---
20072145$2,047,892$723,032$4,986iApproximate average salary by contribution assumption: employee only about $124,661 at 4% or $83,107 at 6%; with 50% employer match about $83,107 at 4% or $55,405 at 6%; with 100% employer match about $62,330 at 4% or $41,554 at 6%.
Genesis Financial Solutions 401(K) Plan-145$2,047,892$723,032$4,986iApproximate average salary by contribution assumption: employee only about $124,661 at 4% or $83,107 at 6%; with 50% employer match about $83,107 at 4% or $55,405 at 6%; with 100% employer match about $62,330 at 4% or $41,554 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-141---
20062155$1,662,940$504,094$3,252iApproximate average salary by contribution assumption: employee only about $81,305 at 4% or $54,204 at 6%; with 50% employer match about $54,204 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
Genesis Financial Solutions 401(K) Plan-147$1,662,940$504,094$3,429iApproximate average salary by contribution assumption: employee only about $85,730 at 4% or $57,154 at 6%; with 50% employer match about $57,154 at 4% or $38,102 at 6%; with 100% employer match about $42,865 at 4% or $28,577 at 6%.
Genesis Financial Solutions Health & Welfare Benefits Plan-155---
2005196$1,023,108$350,418$3,650iApproximate average salary by contribution assumption: employee only about $91,255 at 4% or $60,836 at 6%; with 50% employer match about $60,836 at 4% or $40,558 at 6%; with 100% employer match about $45,627 at 4% or $30,418 at 6%.
Genesis Financial Solutions 401(K) Plan-96$1,023,108$350,418$3,650iApproximate average salary by contribution assumption: employee only about $91,255 at 4% or $60,836 at 6%; with 50% employer match about $60,836 at 4% or $40,558 at 6%; with 100% employer match about $45,627 at 4% or $30,418 at 6%.
2004154$633,797$320,504$5,935iApproximate average salary by contribution assumption: employee only about $148,381 at 4% or $98,921 at 6%; with 50% employer match about $98,921 at 4% or $65,947 at 6%; with 100% employer match about $74,191 at 4% or $49,460 at 6%.
Genesis Financial Solutions 401(K) Plan-54$633,797$320,504$5,935iApproximate average salary by contribution assumption: employee only about $148,381 at 4% or $98,921 at 6%; with 50% employer match about $98,921 at 4% or $65,947 at 6%; with 100% employer match about $74,191 at 4% or $49,460 at 6%.
2003194$553,392$287,073$3,054iApproximate average salary by contribution assumption: employee only about $76,349 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,933 at 6%; with 100% employer match about $38,175 at 4% or $25,450 at 6%.
Genesis Financial Solutions 401(K) Plan-94$553,392$287,073$3,054iApproximate average salary by contribution assumption: employee only about $76,349 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,933 at 6%; with 100% employer match about $38,175 at 4% or $25,450 at 6%.