Civic Intelligence

Metis Wealth Partners LLC.

Plan context: Metis Wealth Partners LLC. 401(K) Plan

EIN 82-4560492 • Lake Oswego, OR • 7 filings • 1 plans

4900 Meadows Rd. Ste. 100Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,091,018

2024 Contributions

$133,800

Historical Graphs

Total Assets Over Time

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

$2,091,018$1,045,509$0201820212024YearValue
$2,091,018Latest year 2024

Participants Over Time

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

530201820212024YearValue
5Latest 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
202415$2,091,018$133,800$26,760iApproximate average salary by contribution assumption: employee only about $669,000 at 4% or $446,000 at 6%; with 50% employer match about $446,000 at 4% or $297,333 at 6%; with 100% employer match about $334,500 at 4% or $223,000 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$2,091,018$133,800$26,760iApproximate average salary by contribution assumption: employee only about $669,000 at 4% or $446,000 at 6%; with 50% employer match about $446,000 at 4% or $297,333 at 6%; with 100% employer match about $334,500 at 4% or $223,000 at 6%.
202315$1,654,029$117,959$23,592iApproximate average salary by contribution assumption: employee only about $589,795 at 4% or $393,197 at 6%; with 50% employer match about $393,197 at 4% or $262,131 at 6%; with 100% employer match about $294,898 at 4% or $196,598 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$1,654,029$117,959$23,592iApproximate average salary by contribution assumption: employee only about $589,795 at 4% or $393,197 at 6%; with 50% employer match about $393,197 at 4% or $262,131 at 6%; with 100% employer match about $294,898 at 4% or $196,598 at 6%.
202215$1,249,215$111,044$22,209iApproximate average salary by contribution assumption: employee only about $555,220 at 4% or $370,147 at 6%; with 50% employer match about $370,147 at 4% or $246,764 at 6%; with 100% employer match about $277,610 at 4% or $185,073 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$1,249,215$111,044$22,209iApproximate average salary by contribution assumption: employee only about $555,220 at 4% or $370,147 at 6%; with 50% employer match about $370,147 at 4% or $246,764 at 6%; with 100% employer match about $277,610 at 4% or $185,073 at 6%.
202115$1,401,349$111,040$22,208iApproximate average salary by contribution assumption: employee only about $555,200 at 4% or $370,133 at 6%; with 50% employer match about $370,133 at 4% or $246,756 at 6%; with 100% employer match about $277,600 at 4% or $185,067 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$1,401,349$111,040$22,208iApproximate average salary by contribution assumption: employee only about $555,200 at 4% or $370,133 at 6%; with 50% employer match about $370,133 at 4% or $246,756 at 6%; with 100% employer match about $277,600 at 4% or $185,067 at 6%.
202015$529,774$581,701$116,340iApproximate average salary by contribution assumption: employee only about $2,908,505 at 4% or $1,939,003 at 6%; with 50% employer match about $1,939,003 at 4% or $1,292,669 at 6%; with 100% employer match about $1,454,253 at 4% or $969,502 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$529,774$581,701$116,340iApproximate average salary by contribution assumption: employee only about $2,908,505 at 4% or $1,939,003 at 6%; with 50% employer match about $1,939,003 at 4% or $1,292,669 at 6%; with 100% employer match about $1,454,253 at 4% or $969,502 at 6%.
201915$783,450$88,572$17,714iApproximate average salary by contribution assumption: employee only about $442,860 at 4% or $295,240 at 6%; with 50% employer match about $295,240 at 4% or $196,827 at 6%; with 100% employer match about $221,430 at 4% or $147,620 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$783,450$88,572$17,714iApproximate average salary by contribution assumption: employee only about $442,860 at 4% or $295,240 at 6%; with 50% employer match about $295,240 at 4% or $196,827 at 6%; with 100% employer match about $221,430 at 4% or $147,620 at 6%.
201815$549,774$601,701$120,340iApproximate average salary by contribution assumption: employee only about $3,008,505 at 4% or $2,005,670 at 6%; with 50% employer match about $2,005,670 at 4% or $1,337,113 at 6%; with 100% employer match about $1,504,253 at 4% or $1,002,835 at 6%.
Metis Wealth Partners LLC. 401(K) Plan-5$549,774$601,701$120,340iApproximate average salary by contribution assumption: employee only about $3,008,505 at 4% or $2,005,670 at 6%; with 50% employer match about $2,005,670 at 4% or $1,337,113 at 6%; with 100% employer match about $1,504,253 at 4% or $1,002,835 at 6%.