Civic Intelligence

Weitman & Simpson

Plan context: Weitman & Simpson Retirement Trust

EIN 85-3729294 • Tillamook, OR • 4 filings • 1 plans

2216 4th StreetTillamook, OR 97141
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$131,990

2024 Contributions

$30,754

Historical Graphs

Total Assets Over Time

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

$131,990$65,995$0202120232024YearValue
$131,990Latest year 2024

Participants Over Time

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

630202120232024YearValue
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$131,990$30,754$6,151iApproximate average salary by contribution assumption: employee only about $153,770 at 4% or $102,513 at 6%; with 50% employer match about $102,513 at 4% or $68,342 at 6%; with 100% employer match about $76,885 at 4% or $51,257 at 6%.
Weitman & Simpson Retirement Trust-5$131,990$30,754$6,151iApproximate average salary by contribution assumption: employee only about $153,770 at 4% or $102,513 at 6%; with 50% employer match about $102,513 at 4% or $68,342 at 6%; with 100% employer match about $76,885 at 4% or $51,257 at 6%.
202316$91,757$30,667$5,111iApproximate average salary by contribution assumption: employee only about $127,779 at 4% or $85,186 at 6%; with 50% employer match about $85,186 at 4% or $56,791 at 6%; with 100% employer match about $63,890 at 4% or $42,593 at 6%.
Weitman & Simpson Retirement Trust-6$91,757$30,667$5,111iApproximate average salary by contribution assumption: employee only about $127,779 at 4% or $85,186 at 6%; with 50% employer match about $85,186 at 4% or $56,791 at 6%; with 100% employer match about $63,890 at 4% or $42,593 at 6%.
202216$49,396$39,155$6,526iApproximate average salary by contribution assumption: employee only about $163,146 at 4% or $108,764 at 6%; with 50% employer match about $108,764 at 4% or $72,509 at 6%; with 100% employer match about $81,573 at 4% or $54,382 at 6%.
Weitman & Simpson Retirement Trust-6$49,396$39,155$6,526iApproximate average salary by contribution assumption: employee only about $163,146 at 4% or $108,764 at 6%; with 50% employer match about $108,764 at 4% or $72,509 at 6%; with 100% employer match about $81,573 at 4% or $54,382 at 6%.
202114$15,912$15,376$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.
Weitman & Simpson Retirement Trust-4$15,912$15,376$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.