Civic Intelligence

Palena Associates, Inc.

Plan context: Palena Associates Inc. 401K Plan

EIN 91-0883442 • Vancouver, WA • 20 filings • 3 plans

7600 NE 41 Street, Suite 326Vancouver, WA 98662
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$350,359

2018 Contributions

$26,380

Historical Graphs

Total Assets Over Time

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

$923,715$461,858$0200020102017YearValue
$350,359Latest year 2017

Participants Over Time

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

320200020092017YearValue
2Latest year 2017

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
201810$0$0-
Palena Associates Inc. 401K Plan-0$0$0-
201712$350,359$26,380$13,190iApproximate average salary by contribution assumption: employee only about $329,750 at 4% or $219,833 at 6%; with 50% employer match about $219,833 at 4% or $146,556 at 6%; with 100% employer match about $164,875 at 4% or $109,917 at 6%.
Palena Associates Inc. 401K Plan-2$350,359$26,380$13,190iApproximate average salary by contribution assumption: employee only about $329,750 at 4% or $219,833 at 6%; with 50% employer match about $219,833 at 4% or $146,556 at 6%; with 100% employer match about $164,875 at 4% or $109,917 at 6%.
201612$283,691$26,342$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
Palena Associates Inc. 401K Plan-2$283,691$26,342$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
201512$240,790$25,909$12,955iApproximate average salary by contribution assumption: employee only about $323,863 at 4% or $215,908 at 6%; with 50% employer match about $215,908 at 4% or $143,939 at 6%; with 100% employer match about $161,931 at 4% or $107,954 at 6%.
Palena Associates Inc. 401K Plan-2$240,790$25,909$12,955iApproximate average salary by contribution assumption: employee only about $323,863 at 4% or $215,908 at 6%; with 50% employer match about $215,908 at 4% or $143,939 at 6%; with 100% employer match about $161,931 at 4% or $107,954 at 6%.
201412$221,583$20,134$10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
Palena Associates Inc. 401K Plan-2$221,583$20,134$10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
201312$195,168$26,271$13,136iApproximate average salary by contribution assumption: employee only about $328,388 at 4% or $218,925 at 6%; with 50% employer match about $218,925 at 4% or $145,950 at 6%; with 100% employer match about $164,194 at 4% or $109,463 at 6%.
Palena Associates Inc. 401K Plan-2$195,168$26,271$13,136iApproximate average salary by contribution assumption: employee only about $328,388 at 4% or $218,925 at 6%; with 50% employer match about $218,925 at 4% or $145,950 at 6%; with 100% employer match about $164,194 at 4% or $109,463 at 6%.
201212$141,064$17,556$8,778iApproximate average salary by contribution assumption: employee only about $219,450 at 4% or $146,300 at 6%; with 50% employer match about $146,300 at 4% or $97,533 at 6%; with 100% employer match about $109,725 at 4% or $73,150 at 6%.
Palena Associates Inc. 401K Plan-2$141,064$17,556$8,778iApproximate average salary by contribution assumption: employee only about $219,450 at 4% or $146,300 at 6%; with 50% employer match about $146,300 at 4% or $97,533 at 6%; with 100% employer match about $109,725 at 4% or $73,150 at 6%.
201112$107,375$7,256$3,628iApproximate average salary by contribution assumption: employee only about $90,700 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,311 at 6%; with 100% employer match about $45,350 at 4% or $30,233 at 6%.
Palena Associates Inc. 401K Plan-2$107,375$7,256$3,628iApproximate average salary by contribution assumption: employee only about $90,700 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,311 at 6%; with 100% employer match about $45,350 at 4% or $30,233 at 6%.
201012$103,140$6,753$3,377iApproximate average salary by contribution assumption: employee only about $84,413 at 4% or $56,275 at 6%; with 50% employer match about $56,275 at 4% or $37,517 at 6%; with 100% employer match about $42,206 at 4% or $28,138 at 6%.
Palena Associates Inc. 401K Plan-2$103,140$6,753$3,377iApproximate average salary by contribution assumption: employee only about $84,413 at 4% or $56,275 at 6%; with 50% employer match about $56,275 at 4% or $37,517 at 6%; with 100% employer match about $42,206 at 4% or $28,138 at 6%.
200912$88,382$6,612$3,306iApproximate average salary by contribution assumption: employee only about $82,650 at 4% or $55,100 at 6%; with 50% employer match about $55,100 at 4% or $36,733 at 6%; with 100% employer match about $41,325 at 4% or $27,550 at 6%.
Palena Associates Inc. 401K Plan-2$88,382$6,612$3,306iApproximate average salary by contribution assumption: employee only about $82,650 at 4% or $55,100 at 6%; with 50% employer match about $55,100 at 4% or $36,733 at 6%; with 100% employer match about $41,325 at 4% or $27,550 at 6%.
200812$65,376$20,647$10,324iApproximate average salary by contribution assumption: employee only about $258,088 at 4% or $172,058 at 6%; with 50% employer match about $172,058 at 4% or $114,706 at 6%; with 100% employer match about $129,044 at 4% or $86,029 at 6%.
Palena Associates Inc. 401K Plan-2$65,376$20,647$10,324iApproximate average salary by contribution assumption: employee only about $258,088 at 4% or $172,058 at 6%; with 50% employer match about $172,058 at 4% or $114,706 at 6%; with 100% employer match about $129,044 at 4% or $86,029 at 6%.
200713$67,919$17,732$5,911iApproximate average salary by contribution assumption: employee only about $147,767 at 4% or $98,511 at 6%; with 50% employer match about $98,511 at 4% or $65,674 at 6%; with 100% employer match about $73,883 at 4% or $49,256 at 6%.
Palena Associates Inc. 401K Plan-3$67,919$17,732$5,911iApproximate average salary by contribution assumption: employee only about $147,767 at 4% or $98,511 at 6%; with 50% employer match about $98,511 at 4% or $65,674 at 6%; with 100% employer match about $73,883 at 4% or $49,256 at 6%.
200612$46,521$21,586$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,883 at 6%; with 50% employer match about $179,883 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
Palena Associates Inc. 401K Plan-2$46,521$21,586$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,883 at 6%; with 50% employer match about $179,883 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
200510$0$0-
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-0---
200413$923,715$20,181$6,727iApproximate average salary by contribution assumption: employee only about $168,175 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,744 at 6%; with 100% employer match about $84,088 at 4% or $56,058 at 6%.
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$923,715$20,181$6,727iApproximate average salary by contribution assumption: employee only about $168,175 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,744 at 6%; with 100% employer match about $84,088 at 4% or $56,058 at 6%.
200313$792,261$281,208$93,736iApproximate average salary by contribution assumption: employee only about $2,343,400 at 4% or $1,562,267 at 6%; with 50% employer match about $1,562,267 at 4% or $1,041,511 at 6%; with 100% employer match about $1,171,700 at 4% or $781,133 at 6%.
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$792,261$281,208$93,736iApproximate average salary by contribution assumption: employee only about $2,343,400 at 4% or $1,562,267 at 6%; with 50% employer match about $1,562,267 at 4% or $1,041,511 at 6%; with 100% employer match about $1,171,700 at 4% or $781,133 at 6%.
200213$392,623$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$392,623$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
200113$0$0-
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3---
200013$137,210$137,210$45,737iApproximate average salary by contribution assumption: employee only about $1,143,417 at 4% or $762,278 at 6%; with 50% employer match about $762,278 at 4% or $508,185 at 6%; with 100% employer match about $571,708 at 4% or $381,139 at 6%.
PALENA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$137,210$137,210$45,737iApproximate average salary by contribution assumption: employee only about $1,143,417 at 4% or $762,278 at 6%; with 50% employer match about $762,278 at 4% or $508,185 at 6%; with 100% employer match about $571,708 at 4% or $381,139 at 6%.
199910$0$0-
Palena Associates Inc. Money Purchase Plan-0---