Civic Intelligence

Olsen Barton LLC

Plan context: Olsen Barton LLC 401(K) Profit Sharing Plan and Trust

EIN 82-3400238 • Lake Oswego, OR • 7 filings • 2 plans

4035 Douglas WaySuite 200Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$724,117

2024 Contributions

$90,098

Historical Graphs

Total Assets Over Time

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

$724,117$362,059$0201820212024YearValue
$724,117Latest year 2024

Participants Over Time

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

1890201820212024YearValue
18Latest 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
2024118$724,117$90,098$5,005iApproximate average salary by contribution assumption: employee only about $125,136 at 4% or $83,424 at 6%; with 50% employer match about $83,424 at 4% or $55,616 at 6%; with 100% employer match about $62,568 at 4% or $41,712 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-18$724,117$90,098$5,005iApproximate average salary by contribution assumption: employee only about $125,136 at 4% or $83,424 at 6%; with 50% employer match about $83,424 at 4% or $55,616 at 6%; with 100% employer match about $62,568 at 4% or $41,712 at 6%.
2023111$613,442$32,285$2,935iApproximate average salary by contribution assumption: employee only about $73,375 at 4% or $48,917 at 6%; with 50% employer match about $48,917 at 4% or $32,611 at 6%; with 100% employer match about $36,688 at 4% or $24,458 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-11$613,442$32,285$2,935iApproximate average salary by contribution assumption: employee only about $73,375 at 4% or $48,917 at 6%; with 50% employer match about $48,917 at 4% or $32,611 at 6%; with 100% employer match about $36,688 at 4% or $24,458 at 6%.
2022110$557,895$72,743$7,274iApproximate average salary by contribution assumption: employee only about $181,858 at 4% or $121,238 at 6%; with 50% employer match about $121,238 at 4% or $80,826 at 6%; with 100% employer match about $90,929 at 4% or $60,619 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-10$557,895$72,743$7,274iApproximate average salary by contribution assumption: employee only about $181,858 at 4% or $121,238 at 6%; with 50% employer match about $121,238 at 4% or $80,826 at 6%; with 100% employer match about $90,929 at 4% or $60,619 at 6%.
2021110$677,960$129,822$12,982iApproximate average salary by contribution assumption: employee only about $324,555 at 4% or $216,370 at 6%; with 50% employer match about $216,370 at 4% or $144,247 at 6%; with 100% employer match about $162,278 at 4% or $108,185 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-10$677,960$129,822$12,982iApproximate average salary by contribution assumption: employee only about $324,555 at 4% or $216,370 at 6%; with 50% employer match about $216,370 at 4% or $144,247 at 6%; with 100% employer match about $162,278 at 4% or $108,185 at 6%.
2020110$495,952$52,282$5,228iApproximate average salary by contribution assumption: employee only about $130,705 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,568 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-10$495,952$52,282$5,228iApproximate average salary by contribution assumption: employee only about $130,705 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,568 at 6%.
201917$430,128$78,966$11,281iApproximate average salary by contribution assumption: employee only about $282,021 at 4% or $188,014 at 6%; with 50% employer match about $188,014 at 4% or $125,343 at 6%; with 100% employer match about $141,011 at 4% or $94,007 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-7$430,128$78,966$11,281iApproximate average salary by contribution assumption: employee only about $282,021 at 4% or $188,014 at 6%; with 50% employer match about $188,014 at 4% or $125,343 at 6%; with 100% employer match about $141,011 at 4% or $94,007 at 6%.
201816$297,637$283,106$47,184iApproximate average salary by contribution assumption: employee only about $1,179,608 at 4% or $786,406 at 6%; with 50% employer match about $786,406 at 4% or $524,270 at 6%; with 100% employer match about $589,804 at 4% or $393,203 at 6%.
Olsen Barton LLC 401(K) Profit Sharing Plan and Trust-6$297,637$283,106$47,184iApproximate average salary by contribution assumption: employee only about $1,179,608 at 4% or $786,406 at 6%; with 50% employer match about $786,406 at 4% or $524,270 at 6%; with 100% employer match about $589,804 at 4% or $393,203 at 6%.