Civic Intelligence

Ohana Management LLC

Plan context: Ohana Management LLC 401(K) Plan

EIN 84-3223400 • Portland, OR • 5 filings • 1 plans

PO Box 25543Portland, OR 97298
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$1,879,255

2024 Contributions

$259,066

Historical Graphs

Total Assets Over Time

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

$1,879,255$939,628$0202020222024YearValue
$1,879,255Latest year 2024

Participants Over Time

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

46230202020222024YearValue
46Latest 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
2024146$1,879,255$259,066$5,632iApproximate average salary by contribution assumption: employee only about $140,797 at 4% or $93,864 at 6%; with 50% employer match about $93,864 at 4% or $62,576 at 6%; with 100% employer match about $70,398 at 4% or $46,932 at 6%.
Ohana Management LLC 401(K) Plan-46$1,879,255$259,066$5,632iApproximate average salary by contribution assumption: employee only about $140,797 at 4% or $93,864 at 6%; with 50% employer match about $93,864 at 4% or $62,576 at 6%; with 100% employer match about $70,398 at 4% or $46,932 at 6%.
2023139$1,402,916$275,120$7,054iApproximate average salary by contribution assumption: employee only about $176,359 at 4% or $117,573 at 6%; with 50% employer match about $117,573 at 4% or $78,382 at 6%; with 100% employer match about $88,179 at 4% or $58,786 at 6%.
Ohana Management LLC 401(K) Plan-39$1,402,916$275,120$7,054iApproximate average salary by contribution assumption: employee only about $176,359 at 4% or $117,573 at 6%; with 50% employer match about $117,573 at 4% or $78,382 at 6%; with 100% employer match about $88,179 at 4% or $58,786 at 6%.
2022133$1,006,192$89,379$2,708iApproximate average salary by contribution assumption: employee only about $67,711 at 4% or $45,141 at 6%; with 50% employer match about $45,141 at 4% or $30,094 at 6%; with 100% employer match about $33,856 at 4% or $22,570 at 6%.
Ohana Management LLC 401(K) Plan-33$1,006,192$89,379$2,708iApproximate average salary by contribution assumption: employee only about $67,711 at 4% or $45,141 at 6%; with 50% employer match about $45,141 at 4% or $30,094 at 6%; with 100% employer match about $33,856 at 4% or $22,570 at 6%.
2021129$1,053,432$208,543$7,191iApproximate average salary by contribution assumption: employee only about $179,778 at 4% or $119,852 at 6%; with 50% employer match about $119,852 at 4% or $79,902 at 6%; with 100% employer match about $89,889 at 4% or $59,926 at 6%.
Ohana Management LLC 401(K) Plan-29$1,053,432$208,543$7,191iApproximate average salary by contribution assumption: employee only about $179,778 at 4% or $119,852 at 6%; with 50% employer match about $119,852 at 4% or $79,902 at 6%; with 100% employer match about $89,889 at 4% or $59,926 at 6%.
2020124$734,211$551,088$22,962iApproximate average salary by contribution assumption: employee only about $574,050 at 4% or $382,700 at 6%; with 50% employer match about $382,700 at 4% or $255,133 at 6%; with 100% employer match about $287,025 at 4% or $191,350 at 6%.
Ohana Management LLC 401(K) Plan-24$734,211$551,088$22,962iApproximate average salary by contribution assumption: employee only about $574,050 at 4% or $382,700 at 6%; with 50% employer match about $382,700 at 4% or $255,133 at 6%; with 100% employer match about $287,025 at 4% or $191,350 at 6%.