Civic Intelligence

Business Valuation Resources LLC

Plan context: Business Valuation Resources LLC 401K Plan

EIN 76-0801940 • Portland, OR • 22 filings • 3 plans

111 SW Columbia StreetSuite 750Portland, OR 97201
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$6,153,892

2024 Contributions

$441,663

Historical Graphs

Total Assets Over Time

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

$6,153,892$3,076,946$0200720162024YearValue
$6,153,892Latest year 2024

Participants Over Time

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

33170200720162024YearValue
29Latest 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
2024129$6,153,892$441,663$15,230iApproximate average salary by contribution assumption: employee only about $380,744 at 4% or $253,829 at 6%; with 50% employer match about $253,829 at 4% or $169,220 at 6%; with 100% employer match about $190,372 at 4% or $126,915 at 6%.
Business Valuation Resources LLC 401K Plan-29$6,153,892$441,663$15,230iApproximate average salary by contribution assumption: employee only about $380,744 at 4% or $253,829 at 6%; with 50% employer match about $253,829 at 4% or $169,220 at 6%; with 100% employer match about $190,372 at 4% or $126,915 at 6%.
2023125$5,641,690$421,782$16,871iApproximate average salary by contribution assumption: employee only about $421,782 at 4% or $281,188 at 6%; with 50% employer match about $281,188 at 4% or $187,459 at 6%; with 100% employer match about $210,891 at 4% or $140,594 at 6%.
Business Valuation Resources LLC 401K Plan-25$5,641,690$421,782$16,871iApproximate average salary by contribution assumption: employee only about $421,782 at 4% or $281,188 at 6%; with 50% employer match about $281,188 at 4% or $187,459 at 6%; with 100% employer match about $210,891 at 4% or $140,594 at 6%.
2022125$4,423,483$413,151$16,526iApproximate average salary by contribution assumption: employee only about $413,151 at 4% or $275,434 at 6%; with 50% employer match about $275,434 at 4% or $183,623 at 6%; with 100% employer match about $206,576 at 4% or $137,717 at 6%.
Business Valuation Resources LLC 401K Plan-25$4,423,483$413,151$16,526iApproximate average salary by contribution assumption: employee only about $413,151 at 4% or $275,434 at 6%; with 50% employer match about $275,434 at 4% or $183,623 at 6%; with 100% employer match about $206,576 at 4% or $137,717 at 6%.
2021128$4,989,700$546,647$19,523iApproximate average salary by contribution assumption: employee only about $488,078 at 4% or $325,385 at 6%; with 50% employer match about $325,385 at 4% or $216,923 at 6%; with 100% employer match about $244,039 at 4% or $162,693 at 6%.
Business Valuation Resources LLC 401K Plan-28$4,989,700$546,647$19,523iApproximate average salary by contribution assumption: employee only about $488,078 at 4% or $325,385 at 6%; with 50% employer match about $325,385 at 4% or $216,923 at 6%; with 100% employer match about $244,039 at 4% or $162,693 at 6%.
2020127$4,342,802$381,213$14,119iApproximate average salary by contribution assumption: employee only about $352,975 at 4% or $235,317 at 6%; with 50% employer match about $235,317 at 4% or $156,878 at 6%; with 100% employer match about $176,488 at 4% or $117,658 at 6%.
Business Valuation Resources LLC 401K Plan-27$4,342,802$381,213$14,119iApproximate average salary by contribution assumption: employee only about $352,975 at 4% or $235,317 at 6%; with 50% employer match about $235,317 at 4% or $156,878 at 6%; with 100% employer match about $176,488 at 4% or $117,658 at 6%.
2019128$3,907,882$416,858$14,888iApproximate average salary by contribution assumption: employee only about $372,195 at 4% or $248,130 at 6%; with 50% employer match about $248,130 at 4% or $165,420 at 6%; with 100% employer match about $186,097 at 4% or $124,065 at 6%.
Business Valuation Resources LLC 401K Plan-28$3,907,882$416,858$14,888iApproximate average salary by contribution assumption: employee only about $372,195 at 4% or $248,130 at 6%; with 50% employer match about $248,130 at 4% or $165,420 at 6%; with 100% employer match about $186,097 at 4% or $124,065 at 6%.
2018130$2,770,118$370,630$12,354iApproximate average salary by contribution assumption: employee only about $308,858 at 4% or $205,906 at 6%; with 50% employer match about $205,906 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,953 at 6%.
Business Valuation Resources LLC 401K Plan-30$2,770,118$370,630$12,354iApproximate average salary by contribution assumption: employee only about $308,858 at 4% or $205,906 at 6%; with 50% employer match about $205,906 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,953 at 6%.
2017133$2,733,957$385,972$11,696iApproximate average salary by contribution assumption: employee only about $292,403 at 4% or $194,935 at 6%; with 50% employer match about $194,935 at 4% or $129,957 at 6%; with 100% employer match about $146,202 at 4% or $97,468 at 6%.
Business Valuation Resources LLC 401K Plan-33$2,733,957$385,972$11,696iApproximate average salary by contribution assumption: employee only about $292,403 at 4% or $194,935 at 6%; with 50% employer match about $194,935 at 4% or $129,957 at 6%; with 100% employer match about $146,202 at 4% or $97,468 at 6%.
2016125$2,004,611$351,388$14,056iApproximate average salary by contribution assumption: employee only about $351,388 at 4% or $234,259 at 6%; with 50% employer match about $234,259 at 4% or $156,172 at 6%; with 100% employer match about $175,694 at 4% or $117,129 at 6%.
Business Valuation Resources LLC 401K Plan-25$2,004,611$351,388$14,056iApproximate average salary by contribution assumption: employee only about $351,388 at 4% or $234,259 at 6%; with 50% employer match about $234,259 at 4% or $156,172 at 6%; with 100% employer match about $175,694 at 4% or $117,129 at 6%.
2015125$2,221,772$449,214$17,969iApproximate average salary by contribution assumption: employee only about $449,214 at 4% or $299,476 at 6%; with 50% employer match about $299,476 at 4% or $199,651 at 6%; with 100% employer match about $224,607 at 4% or $149,738 at 6%.
Business Valuation Resources LLC 401K Plan-25$2,221,772$449,214$17,969iApproximate average salary by contribution assumption: employee only about $449,214 at 4% or $299,476 at 6%; with 50% employer match about $299,476 at 4% or $199,651 at 6%; with 100% employer match about $224,607 at 4% or $149,738 at 6%.
2014124$1,911,996$259,051$10,794iApproximate average salary by contribution assumption: employee only about $269,845 at 4% or $179,897 at 6%; with 50% employer match about $179,897 at 4% or $119,931 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%.
Business Valuation Resources LLC 401K Plan-24$1,911,996$259,051$10,794iApproximate average salary by contribution assumption: employee only about $269,845 at 4% or $179,897 at 6%; with 50% employer match about $179,897 at 4% or $119,931 at 6%; with 100% employer match about $134,922 at 4% or $89,948 at 6%.
2013126$1,599,620$251,354$9,667iApproximate average salary by contribution assumption: employee only about $241,687 at 4% or $161,124 at 6%; with 50% employer match about $161,124 at 4% or $107,416 at 6%; with 100% employer match about $120,843 at 4% or $80,562 at 6%.
Business Valuation Resources LLC 401K Plan-26$1,599,620$251,354$9,667iApproximate average salary by contribution assumption: employee only about $241,687 at 4% or $161,124 at 6%; with 50% employer match about $161,124 at 4% or $107,416 at 6%; with 100% employer match about $120,843 at 4% or $80,562 at 6%.
2012224$1,114,288$170,414$7,101iApproximate average salary by contribution assumption: employee only about $177,515 at 4% or $118,343 at 6%; with 50% employer match about $118,343 at 4% or $78,895 at 6%; with 100% employer match about $88,757 at 4% or $59,172 at 6%.
Business Valuation Resources LLC 401K Plan-24$1,114,288$166,258$6,927iApproximate average salary by contribution assumption: employee only about $173,185 at 4% or $115,457 at 6%; with 50% employer match about $115,457 at 4% or $76,971 at 6%; with 100% employer match about $86,593 at 4% or $57,728 at 6%.
BUSINESS VALUATION RESOURCES CAFETERIA PLAN-4$0$4,156$1,039iApproximate average salary by contribution assumption: employee only about $25,975 at 4% or $17,317 at 6%; with 50% employer match about $17,317 at 4% or $11,544 at 6%; with 100% employer match about $12,988 at 4% or $8,658 at 6%.
2011220$892,013$200,607$10,030iApproximate average salary by contribution assumption: employee only about $250,759 at 4% or $167,173 at 6%; with 50% employer match about $167,173 at 4% or $111,448 at 6%; with 100% employer match about $125,379 at 4% or $83,586 at 6%.
Business Valuation Resources LLC 401K Plan-20$892,013$195,607$9,780iApproximate average salary by contribution assumption: employee only about $244,509 at 4% or $163,006 at 6%; with 50% employer match about $163,006 at 4% or $108,671 at 6%; with 100% employer match about $122,254 at 4% or $81,503 at 6%.
BUSINESS VALUATION RESOURCES CAFETERIA PLAN-3$0$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2010217$740,442$88,841$5,226iApproximate average salary by contribution assumption: employee only about $130,649 at 4% or $87,099 at 6%; with 50% employer match about $87,099 at 4% or $58,066 at 6%; with 100% employer match about $65,324 at 4% or $43,550 at 6%.
Business Valuation Resources LLC 401K Plan-17$740,442$83,741$4,926iApproximate average salary by contribution assumption: employee only about $123,149 at 4% or $82,099 at 6%; with 50% employer match about $82,099 at 4% or $54,733 at 6%; with 100% employer match about $61,574 at 4% or $41,050 at 6%.
BUSINESS VALUATION RESOURCES CAFETERIA PLAN-5$0$5,100$1,020iApproximate average salary by contribution assumption: employee only about $25,500 at 4% or $17,000 at 6%; with 50% employer match about $17,000 at 4% or $11,333 at 6%; with 100% employer match about $12,750 at 4% or $8,500 at 6%.
2009219$652,256$110,875$5,836iApproximate average salary by contribution assumption: employee only about $145,888 at 4% or $97,259 at 6%; with 50% employer match about $97,259 at 4% or $64,839 at 6%; with 100% employer match about $72,944 at 4% or $48,629 at 6%.
Business Valuation Resources LLC 401K Plan-19$652,256$103,675$5,457iApproximate average salary by contribution assumption: employee only about $136,414 at 4% or $90,943 at 6%; with 50% employer match about $90,943 at 4% or $60,629 at 6%; with 100% employer match about $68,207 at 4% or $45,471 at 6%.
BUSINESS VALUATION RESOURCES CAFETERIA PLAN-6$0$7,200$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
2008130$424,492$167,157$5,572iApproximate average salary by contribution assumption: employee only about $139,298 at 4% or $92,865 at 6%; with 50% employer match about $92,865 at 4% or $61,910 at 6%; with 100% employer match about $69,649 at 4% or $46,433 at 6%.
Business Valuation Resources LLC 401K Plan-30$424,492$167,157$5,572iApproximate average salary by contribution assumption: employee only about $139,298 at 4% or $92,865 at 6%; with 50% employer match about $92,865 at 4% or $61,910 at 6%; with 100% employer match about $69,649 at 4% or $46,433 at 6%.
2007124$500,743$139,692$5,821iApproximate average salary by contribution assumption: employee only about $145,513 at 4% or $97,008 at 6%; with 50% employer match about $97,008 at 4% or $64,672 at 6%; with 100% employer match about $72,756 at 4% or $48,504 at 6%.
Business Valuation Resources LLC 401K Plan-24$500,743$139,692$5,821iApproximate average salary by contribution assumption: employee only about $145,513 at 4% or $97,008 at 6%; with 50% employer match about $97,008 at 4% or $64,672 at 6%; with 100% employer match about $72,756 at 4% or $48,504 at 6%.