SDW CONSULTING, LLC
Plan context: SDW CONSULTING LLC DBA ALPINECFO 401(K) PLAN
EIN 82-2163987 • Tualatin, OR • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$296,665
2025 Contributions
$82,839
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 | 9 | $296,665 | $82,839 | $9,204iApproximate average salary by contribution assumption: employee only about $230,108 at 4% or $153,406 at 6%; with 50% employer match about $153,406 at 4% or $102,270 at 6%; with 100% employer match about $115,054 at 4% or $76,703 at 6%. |
| SDW CONSULTING LLC DBA ALPINECFO 401(K) PLAN | - | 9 | $296,665 | $82,839 | $9,204iApproximate average salary by contribution assumption: employee only about $230,108 at 4% or $153,406 at 6%; with 50% employer match about $153,406 at 4% or $102,270 at 6%; with 100% employer match about $115,054 at 4% or $76,703 at 6%. |
| 2024 | 1 | 6 | $178,018 | $89,507 | $14,918iApproximate average salary by contribution assumption: employee only about $372,946 at 4% or $248,631 at 6%; with 50% employer match about $248,631 at 4% or $165,754 at 6%; with 100% employer match about $186,473 at 4% or $124,315 at 6%. |
| SDW CONSULTING LLC DBA ALPINECFO 401(K) PLAN | - | 6 | $178,018 | $89,507 | $14,918iApproximate average salary by contribution assumption: employee only about $372,946 at 4% or $248,631 at 6%; with 50% employer match about $248,631 at 4% or $165,754 at 6%; with 100% employer match about $186,473 at 4% or $124,315 at 6%. |
| 2023 | 1 | 5 | $148,028 | $38,882 | $7,776iApproximate average salary by contribution assumption: employee only about $194,410 at 4% or $129,607 at 6%; with 50% employer match about $129,607 at 4% or $86,404 at 6%; with 100% employer match about $97,205 at 4% or $64,803 at 6%. |
| SDW FINANCIAL MANAGEMENT 401(K) PLAN | - | 5 | $148,028 | $38,882 | $7,776iApproximate average salary by contribution assumption: employee only about $194,410 at 4% or $129,607 at 6%; with 50% employer match about $129,607 at 4% or $86,404 at 6%; with 100% employer match about $97,205 at 4% or $64,803 at 6%. |
| 2022 | 1 | 4 | $88,727 | $91,251 | $22,813iApproximate average salary by contribution assumption: employee only about $570,319 at 4% or $380,213 at 6%; with 50% employer match about $380,213 at 4% or $253,475 at 6%; with 100% employer match about $285,159 at 4% or $190,106 at 6%. |
| SDW FINANCIAL MANAGEMENT 401(K) PLAN | - | 4 | $88,727 | $91,251 | $22,813iApproximate average salary by contribution assumption: employee only about $570,319 at 4% or $380,213 at 6%; with 50% employer match about $380,213 at 4% or $253,475 at 6%; with 100% employer match about $285,159 at 4% or $190,106 at 6%. |
| 2021 | 1 | 4 | $19,187 | $18,548 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| SDW FINANCIAL MANAGEMENT 401(K) PLAN | - | 4 | $19,187 | $18,548 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |