Civic Intelligence

Wholehearted Veterinary Partne

Plan context: Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust

EIN 82-3824276 • Portland, OR • 7 filings • 2 plans

4246 SE Belmont St Ste 1Portland, OR 97215-1676
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,582,506

2024 Contributions

$144,934

Historical Graphs

Total Assets Over Time

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

$1,582,506$791,253$0201820212024YearValue
$1,582,506Latest year 2024

Participants Over Time

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

19100201820212024YearValue
19Latest 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
2024119$1,582,506$144,934$7,628iApproximate average salary by contribution assumption: employee only about $190,703 at 4% or $127,135 at 6%; with 50% employer match about $127,135 at 4% or $84,757 at 6%; with 100% employer match about $95,351 at 4% or $63,568 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-19$1,582,506$144,934$7,628iApproximate average salary by contribution assumption: employee only about $190,703 at 4% or $127,135 at 6%; with 50% employer match about $127,135 at 4% or $84,757 at 6%; with 100% employer match about $95,351 at 4% or $63,568 at 6%.
2023118$1,260,719$109,371$6,076iApproximate average salary by contribution assumption: employee only about $151,904 at 4% or $101,269 at 6%; with 50% employer match about $101,269 at 4% or $67,513 at 6%; with 100% employer match about $75,952 at 4% or $50,635 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-18$1,260,719$109,371$6,076iApproximate average salary by contribution assumption: employee only about $151,904 at 4% or $101,269 at 6%; with 50% employer match about $101,269 at 4% or $67,513 at 6%; with 100% employer match about $75,952 at 4% or $50,635 at 6%.
2022117$969,922$123,290$7,252iApproximate average salary by contribution assumption: employee only about $181,309 at 4% or $120,873 at 6%; with 50% employer match about $120,873 at 4% or $80,582 at 6%; with 100% employer match about $90,654 at 4% or $60,436 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-17$969,922$123,290$7,252iApproximate average salary by contribution assumption: employee only about $181,309 at 4% or $120,873 at 6%; with 50% employer match about $120,873 at 4% or $80,582 at 6%; with 100% employer match about $90,654 at 4% or $60,436 at 6%.
2021115$1,184,845$132,525$8,835iApproximate average salary by contribution assumption: employee only about $220,875 at 4% or $147,250 at 6%; with 50% employer match about $147,250 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-15$1,184,845$132,525$8,835iApproximate average salary by contribution assumption: employee only about $220,875 at 4% or $147,250 at 6%; with 50% employer match about $147,250 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
2020114$946,089$140,672$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-14$946,089$140,672$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
2019113$877,869$117,986$9,076iApproximate average salary by contribution assumption: employee only about $226,896 at 4% or $151,264 at 6%; with 50% employer match about $151,264 at 4% or $100,843 at 6%; with 100% employer match about $113,448 at 4% or $75,632 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-13$877,869$117,986$9,076iApproximate average salary by contribution assumption: employee only about $226,896 at 4% or $151,264 at 6%; with 50% employer match about $151,264 at 4% or $100,843 at 6%; with 100% employer match about $113,448 at 4% or $75,632 at 6%.
2018112$646,854$642,210$53,518iApproximate average salary by contribution assumption: employee only about $1,337,938 at 4% or $891,958 at 6%; with 50% employer match about $891,958 at 4% or $594,639 at 6%; with 100% employer match about $668,969 at 4% or $445,979 at 6%.
Wholehearted Veterinary Partne 401(K) Profit Sharing Plan & Trust-12$646,854$642,210$53,518iApproximate average salary by contribution assumption: employee only about $1,337,938 at 4% or $891,958 at 6%; with 50% employer match about $891,958 at 4% or $594,639 at 6%; with 100% employer match about $668,969 at 4% or $445,979 at 6%.