Albies & Stark LLC D/B/A Albies Stark & Guerriero
Plan context: ALBIES & STARK LLC CASH BALANCE PENSION PLAN
EIN 81-4601563 • Portland, OR • 4 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$782,816
2025 Contributions
$597,602
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 7 | $782,816 | $597,602 | $85,372iApproximate average salary by contribution assumption: employee only about $2,134,293 at 4% or $1,422,862 at 6%; with 50% employer match about $1,422,862 at 4% or $948,575 at 6%; with 100% employer match about $1,067,146 at 4% or $711,431 at 6%. |
| ALBIES & STARK LLC CASH BALANCE PENSION PLAN | - | 6 | $465,000 | $465,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| Albies Stark & Guerriero 401(K) Plan | - | 7 | $317,816 | $132,602 | $18,943iApproximate average salary by contribution assumption: employee only about $473,579 at 4% or $315,719 at 6%; with 50% employer match about $315,719 at 4% or $210,479 at 6%; with 100% employer match about $236,789 at 4% or $157,860 at 6%. |
| 2024 | 1 | 7 | $321,432 | $152,084 | $21,726iApproximate average salary by contribution assumption: employee only about $543,157 at 4% or $362,105 at 6%; with 50% employer match about $362,105 at 4% or $241,403 at 6%; with 100% employer match about $271,579 at 4% or $181,052 at 6%. |
| Albies Stark & Guerriero 401(K) Plan | - | 7 | $321,432 | $152,084 | $21,726iApproximate average salary by contribution assumption: employee only about $543,157 at 4% or $362,105 at 6%; with 50% employer match about $362,105 at 4% or $241,403 at 6%; with 100% employer match about $271,579 at 4% or $181,052 at 6%. |
| 2023 | 1 | 5 | $151,211 | $145,299 | $29,060iApproximate average salary by contribution assumption: employee only about $726,495 at 4% or $484,330 at 6%; with 50% employer match about $484,330 at 4% or $322,887 at 6%; with 100% employer match about $363,248 at 4% or $242,165 at 6%. |
| Albies Stark & Guerriero 401(K) Plan | - | 5 | $151,211 | $145,299 | $29,060iApproximate average salary by contribution assumption: employee only about $726,495 at 4% or $484,330 at 6%; with 50% employer match about $484,330 at 4% or $322,887 at 6%; with 100% employer match about $363,248 at 4% or $242,165 at 6%. |