Civic Intelligence

Business Transition Advisors Inc.

Plan context: Business Transition Advisors Inc. 401(K) Plan

EIN 84-2541627 • Portland, OR • 12 filings • 2 plans

P.O. Box 30717Portland, OR 97294
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,455,661

2024 Contributions

$686,657

Historical Graphs

Total Assets Over Time

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

$1,876,033$938,017$0201920222024YearValue
$1,455,661Latest year 2024

Participants Over Time

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

1260201920222024YearValue
11Latest 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
2024211$1,455,661$686,657$62,423iApproximate average salary by contribution assumption: employee only about $1,560,584 at 4% or $1,040,389 at 6%; with 50% employer match about $1,040,389 at 4% or $693,593 at 6%; with 100% employer match about $780,292 at 4% or $520,195 at 6%.
Business Transition Advisors Inc. 401(K) Plan-8$1,410,514$233,628$29,204iApproximate average salary by contribution assumption: employee only about $730,088 at 4% or $486,725 at 6%; with 50% employer match about $486,725 at 4% or $324,483 at 6%; with 100% employer match about $365,044 at 4% or $243,363 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-11$45,147$453,029$41,184iApproximate average salary by contribution assumption: employee only about $1,029,611 at 4% or $686,408 at 6%; with 50% employer match about $686,408 at 4% or $457,605 at 6%; with 100% employer match about $514,806 at 4% or $343,204 at 6%.
2023212$1,876,033$603,486$50,291iApproximate average salary by contribution assumption: employee only about $1,257,263 at 4% or $838,175 at 6%; with 50% employer match about $838,175 at 4% or $558,783 at 6%; with 100% employer match about $628,631 at 4% or $419,088 at 6%.
Business Transition Advisors Inc. 401(K) Plan-7$1,065,828$226,891$32,413iApproximate average salary by contribution assumption: employee only about $810,325 at 4% or $540,217 at 6%; with 50% employer match about $540,217 at 4% or $360,144 at 6%; with 100% employer match about $405,163 at 4% or $270,108 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-12$810,205$376,595$31,383iApproximate average salary by contribution assumption: employee only about $784,573 at 4% or $523,049 at 6%; with 50% employer match about $523,049 at 4% or $348,699 at 6%; with 100% employer match about $392,286 at 4% or $261,524 at 6%.
2022210$1,009,288$327,262$32,726iApproximate average salary by contribution assumption: employee only about $818,155 at 4% or $545,437 at 6%; with 50% employer match about $545,437 at 4% or $363,624 at 6%; with 100% employer match about $409,078 at 4% or $272,718 at 6%.
Business Transition Advisors Inc. 401(K) Plan-7$675,725$227,262$32,466iApproximate average salary by contribution assumption: employee only about $811,650 at 4% or $541,100 at 6%; with 50% employer match about $541,100 at 4% or $360,733 at 6%; with 100% employer match about $405,825 at 4% or $270,550 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-10$333,563$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2021210$1,147,190$318,409$31,841iApproximate average salary by contribution assumption: employee only about $796,023 at 4% or $530,682 at 6%; with 50% employer match about $530,682 at 4% or $353,788 at 6%; with 100% employer match about $398,011 at 4% or $265,341 at 6%.
Business Transition Advisors Inc. 401(K) Plan-7$913,627$218,409$31,201iApproximate average salary by contribution assumption: employee only about $780,032 at 4% or $520,021 at 6%; with 50% employer match about $520,021 at 4% or $346,681 at 6%; with 100% employer match about $390,016 at 4% or $260,011 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-10$233,563$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202027$746,112$230,342$32,906iApproximate average salary by contribution assumption: employee only about $822,650 at 4% or $548,433 at 6%; with 50% employer match about $548,433 at 4% or $365,622 at 6%; with 100% employer match about $411,325 at 4% or $274,217 at 6%.
Business Transition Advisors Inc. 401(K) Plan-5$612,560$130,342$26,068iApproximate average salary by contribution assumption: employee only about $651,710 at 4% or $434,473 at 6%; with 50% employer match about $434,473 at 4% or $289,649 at 6%; with 100% employer match about $325,855 at 4% or $217,237 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-7$133,552$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201927$518,499$160,999$23,000iApproximate average salary by contribution assumption: employee only about $574,996 at 4% or $383,331 at 6%; with 50% employer match about $383,331 at 4% or $255,554 at 6%; with 100% employer match about $287,498 at 4% or $191,665 at 6%.
Business Transition Advisors Inc. 401(K) Plan-6$484,949$127,449$21,242iApproximate average salary by contribution assumption: employee only about $531,038 at 4% or $354,025 at 6%; with 50% employer match about $354,025 at 4% or $236,017 at 6%; with 100% employer match about $265,519 at 4% or $177,013 at 6%.
Business Transition Advisors Inc. Employee Stock Ownership Plan and Trust-7$33,550$33,550$4,793iApproximate average salary by contribution assumption: employee only about $119,821 at 4% or $79,881 at 6%; with 50% employer match about $79,881 at 4% or $53,254 at 6%; with 100% employer match about $59,911 at 4% or $39,940 at 6%.