ADVANCED ADVISING, LLC
Plan context: ADVANCED ADVISING 401(K) PROFIT SHARING PLAN
EIN 83-2544899 • Portland, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$982,989
2024 Contributions
$31,226
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $982,989 | $31,226 | $15,613iApproximate average salary by contribution assumption: employee only about $390,325 at 4% or $260,217 at 6%; with 50% employer match about $260,217 at 4% or $173,478 at 6%; with 100% employer match about $195,163 at 4% or $130,108 at 6%. |
| ADVANCED ADVISING 401(K) PROFIT SHARING PLAN | - | 2 | $982,989 | $31,226 | $15,613iApproximate average salary by contribution assumption: employee only about $390,325 at 4% or $260,217 at 6%; with 50% employer match about $260,217 at 4% or $173,478 at 6%; with 100% employer match about $195,163 at 4% or $130,108 at 6%. |
| 2023 | 1 | 2 | $862,387 | $35,058 | $17,529iApproximate average salary by contribution assumption: employee only about $438,225 at 4% or $292,150 at 6%; with 50% employer match about $292,150 at 4% or $194,767 at 6%; with 100% employer match about $219,113 at 4% or $146,075 at 6%. |
| ADVANCED ADVISING 401(K) PROFIT SHARING PLAN | - | 2 | $862,387 | $35,058 | $17,529iApproximate average salary by contribution assumption: employee only about $438,225 at 4% or $292,150 at 6%; with 50% employer match about $292,150 at 4% or $194,767 at 6%; with 100% employer match about $219,113 at 4% or $146,075 at 6%. |
| 2022 | 1 | 2 | $721,727 | $30,388 | $15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%. |
| ADVANCED ADVISING 401(K) PROFIT SHARING PLAN | - | 2 | $721,727 | $30,388 | $15,194iApproximate average salary by contribution assumption: employee only about $379,850 at 4% or $253,233 at 6%; with 50% employer match about $253,233 at 4% or $168,822 at 6%; with 100% employer match about $189,925 at 4% or $126,617 at 6%. |
| 2021 | 1 | 2 | $807,397 | $694,277 | $347,139iApproximate average salary by contribution assumption: employee only about $8,678,463 at 4% or $5,785,642 at 6%; with 50% employer match about $5,785,642 at 4% or $3,857,094 at 6%; with 100% employer match about $4,339,231 at 4% or $2,892,821 at 6%. |
| ADVANCED ADVISING 401(K) PROFIT SHARING PLAN | - | 2 | $807,397 | $694,277 | $347,139iApproximate average salary by contribution assumption: employee only about $8,678,463 at 4% or $5,785,642 at 6%; with 50% employer match about $5,785,642 at 4% or $3,857,094 at 6%; with 100% employer match about $4,339,231 at 4% or $2,892,821 at 6%. |
| 2020 | 1 | 2 | $110,965 | $33,532 | $16,766iApproximate average salary by contribution assumption: employee only about $419,150 at 4% or $279,433 at 6%; with 50% employer match about $279,433 at 4% or $186,289 at 6%; with 100% employer match about $209,575 at 4% or $139,717 at 6%. |
| ADVANCED ADVISING 401(K) PROFIT SHARING PLAN | - | 2 | $110,965 | $33,532 | $16,766iApproximate average salary by contribution assumption: employee only about $419,150 at 4% or $279,433 at 6%; with 50% employer match about $279,433 at 4% or $186,289 at 6%; with 100% employer match about $209,575 at 4% or $139,717 at 6%. |