KATAHDIN FINANCIAL GROUP, LLC
Plan context: KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP
EIN 82-0912055 • Bend, OR • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$530,457
2025 Contributions
$38,985
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 | 1 | 0 | $0 | $38,985 | - |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 0 | $0 | $38,985 | - |
| 2024 | 1 | 4 | $530,457 | $75,720 | $18,930iApproximate average salary by contribution assumption: employee only about $473,250 at 4% or $315,500 at 6%; with 50% employer match about $315,500 at 4% or $210,333 at 6%; with 100% employer match about $236,625 at 4% or $157,750 at 6%. |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 4 | $530,457 | $75,720 | $18,930iApproximate average salary by contribution assumption: employee only about $473,250 at 4% or $315,500 at 6%; with 50% employer match about $315,500 at 4% or $210,333 at 6%; with 100% employer match about $236,625 at 4% or $157,750 at 6%. |
| 2023 | 1 | 4 | $330,608 | $65,360 | $16,340iApproximate average salary by contribution assumption: employee only about $408,500 at 4% or $272,333 at 6%; with 50% employer match about $272,333 at 4% or $181,556 at 6%; with 100% employer match about $204,250 at 4% or $136,167 at 6%. |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 4 | $330,608 | $65,360 | $16,340iApproximate average salary by contribution assumption: employee only about $408,500 at 4% or $272,333 at 6%; with 50% employer match about $272,333 at 4% or $181,556 at 6%; with 100% employer match about $204,250 at 4% or $136,167 at 6%. |
| 2022 | 1 | 3 | $157,458 | $65,610 | $21,870iApproximate average salary by contribution assumption: employee only about $546,750 at 4% or $364,500 at 6%; with 50% employer match about $364,500 at 4% or $243,000 at 6%; with 100% employer match about $273,375 at 4% or $182,250 at 6%. |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 3 | $157,458 | $65,610 | $21,870iApproximate average salary by contribution assumption: employee only about $546,750 at 4% or $364,500 at 6%; with 50% employer match about $364,500 at 4% or $243,000 at 6%; with 100% employer match about $273,375 at 4% or $182,250 at 6%. |
| 2021 | 1 | 3 | $148,928 | $62,069 | $20,690iApproximate average salary by contribution assumption: employee only about $517,242 at 4% or $344,828 at 6%; with 50% employer match about $344,828 at 4% or $229,885 at 6%; with 100% employer match about $258,621 at 4% or $172,414 at 6%. |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 3 | $148,928 | $62,069 | $20,690iApproximate average salary by contribution assumption: employee only about $517,242 at 4% or $344,828 at 6%; with 50% employer match about $344,828 at 4% or $229,885 at 6%; with 100% employer match about $258,621 at 4% or $172,414 at 6%. |
| 2020 | 1 | 3 | $61,855 | $61,719 | $20,573iApproximate average salary by contribution assumption: employee only about $514,325 at 4% or $342,883 at 6%; with 50% employer match about $342,883 at 4% or $228,589 at 6%; with 100% employer match about $257,163 at 4% or $171,442 at 6%. |
| KATAHDIN FINANCIAL GROUP, LLC 401(K) PSP | - | 3 | $61,855 | $61,719 | $20,573iApproximate average salary by contribution assumption: employee only about $514,325 at 4% or $342,883 at 6%; with 50% employer match about $342,883 at 4% or $228,589 at 6%; with 100% employer match about $257,163 at 4% or $171,442 at 6%. |