Civic Intelligence

WANT CPA, PC

Plan context: WANT & EMERY CPAS 401(K) PLAN

EIN 85-2849638 • Newberg, OR • 6 filings • 1 plans

PO Box 1029Newberg, OR 97132
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$980,047

2025 Contributions

$201,428

Historical Graphs

Total Assets Over Time

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

$980,047$490,024$0202020232025YearValue
$980,047Latest year 2025

Participants Over Time

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

20100202020232025YearValue
18Latest year 2025

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
2025118$980,047$201,428$11,190iApproximate average salary by contribution assumption: employee only about $279,761 at 4% or $186,507 at 6%; with 50% employer match about $186,507 at 4% or $124,338 at 6%; with 100% employer match about $139,881 at 4% or $93,254 at 6%.
WANT & EMERY CPAS 401(K) PLAN-18$980,047$201,428$11,190iApproximate average salary by contribution assumption: employee only about $279,761 at 4% or $186,507 at 6%; with 50% employer match about $186,507 at 4% or $124,338 at 6%; with 100% employer match about $139,881 at 4% or $93,254 at 6%.
2024120$706,064$195,524$9,776iApproximate average salary by contribution assumption: employee only about $244,405 at 4% or $162,937 at 6%; with 50% employer match about $162,937 at 4% or $108,624 at 6%; with 100% employer match about $122,203 at 4% or $81,468 at 6%.
WANT & EMERY CPAS 401(K) PLAN-20$706,064$195,524$9,776iApproximate average salary by contribution assumption: employee only about $244,405 at 4% or $162,937 at 6%; with 50% employer match about $162,937 at 4% or $108,624 at 6%; with 100% employer match about $122,203 at 4% or $81,468 at 6%.
2023119$509,037$207,394$10,915iApproximate average salary by contribution assumption: employee only about $272,887 at 4% or $181,925 at 6%; with 50% employer match about $181,925 at 4% or $121,283 at 6%; with 100% employer match about $136,443 at 4% or $90,962 at 6%.
WANT & EMERY CPAS 401(K) PLAN-19$509,037$207,394$10,915iApproximate average salary by contribution assumption: employee only about $272,887 at 4% or $181,925 at 6%; with 50% employer match about $181,925 at 4% or $121,283 at 6%; with 100% employer match about $136,443 at 4% or $90,962 at 6%.
2022115$238,170$131,281$8,752iApproximate average salary by contribution assumption: employee only about $218,802 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%.
WANT & EMERY CPAS 401(K) PLAN-15$238,170$131,281$8,752iApproximate average salary by contribution assumption: employee only about $218,802 at 4% or $145,868 at 6%; with 50% employer match about $145,868 at 4% or $97,245 at 6%; with 100% employer match about $109,401 at 4% or $72,934 at 6%.
2021112$138,097$103,158$8,597iApproximate average salary by contribution assumption: employee only about $214,913 at 4% or $143,275 at 6%; with 50% employer match about $143,275 at 4% or $95,517 at 6%; with 100% employer match about $107,456 at 4% or $71,638 at 6%.
WANT & EMERY CPAS 401(K) PLAN-12$138,097$103,158$8,597iApproximate average salary by contribution assumption: employee only about $214,913 at 4% or $143,275 at 6%; with 50% employer match about $143,275 at 4% or $95,517 at 6%; with 100% employer match about $107,456 at 4% or $71,638 at 6%.
202012$24,199$23,990$11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%.
WANT & EMERY CPAS 401(K) PLAN-2$24,199$23,990$11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%.