Civic Intelligence

Or-Cal Inc.

Plan context: OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

EIN 91-1851287 • Junction City, OR • 26 filings • 6 plans

29454 Meadowview Rd.Junction City, OR 97448
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$3,226,540

2024 Contributions

$293,171

Historical Graphs

Total Assets Over Time

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

$4,887,692$2,443,846$0200620172024YearValue
$3,226,540Latest year 2024

Participants Over Time

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

41210200620162024YearValue
40Latest 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
2024140$3,226,540$293,171$7,329iApproximate average salary by contribution assumption: employee only about $183,232 at 4% or $122,155 at 6%; with 50% employer match about $122,155 at 4% or $81,436 at 6%; with 100% employer match about $91,616 at 4% or $61,077 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-40$3,226,540$293,171$7,329iApproximate average salary by contribution assumption: employee only about $183,232 at 4% or $122,155 at 6%; with 50% employer match about $122,155 at 4% or $81,436 at 6%; with 100% employer match about $91,616 at 4% or $61,077 at 6%.
2023141$2,669,309$619,018$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-41$2,669,309$619,018$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
2022134$2,054,014$606,927$17,851iApproximate average salary by contribution assumption: employee only about $446,270 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,135 at 4% or $148,757 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-34$2,054,014$606,927$17,851iApproximate average salary by contribution assumption: employee only about $446,270 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,135 at 4% or $148,757 at 6%.
2021129$2,390,572$532,723$18,370iApproximate average salary by contribution assumption: employee only about $459,244 at 4% or $306,163 at 6%; with 50% employer match about $306,163 at 4% or $204,108 at 6%; with 100% employer match about $229,622 at 4% or $153,081 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-29$2,390,572$532,723$18,370iApproximate average salary by contribution assumption: employee only about $459,244 at 4% or $306,163 at 6%; with 50% employer match about $306,163 at 4% or $204,108 at 6%; with 100% employer match about $229,622 at 4% or $153,081 at 6%.
2020230$2,302,591$528,298$17,610iApproximate average salary by contribution assumption: employee only about $440,248 at 4% or $293,499 at 6%; with 50% employer match about $293,499 at 4% or $195,666 at 6%; with 100% employer match about $220,124 at 4% or $146,749 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-30$2,302,591$528,298$17,610iApproximate average salary by contribution assumption: employee only about $440,248 at 4% or $293,499 at 6%; with 50% employer match about $293,499 at 4% or $195,666 at 6%; with 100% employer match about $220,124 at 4% or $146,749 at 6%.
Or-Cal Inc. Cash Balance Plan-0$0$0-
2019232$4,887,692$500,266$15,633iApproximate average salary by contribution assumption: employee only about $390,833 at 4% or $260,555 at 6%; with 50% employer match about $260,555 at 4% or $173,703 at 6%; with 100% employer match about $195,416 at 4% or $130,278 at 6%.
Or-Cal Inc. Cash Balance Plan-31$2,986,065$0-
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-32$1,901,627$500,266$15,633iApproximate average salary by contribution assumption: employee only about $390,833 at 4% or $260,555 at 6%; with 50% employer match about $260,555 at 4% or $173,703 at 6%; with 100% employer match about $195,416 at 4% or $130,278 at 6%.
2018234$4,041,839$853,352$25,099iApproximate average salary by contribution assumption: employee only about $627,465 at 4% or $418,310 at 6%; with 50% employer match about $418,310 at 4% or $278,873 at 6%; with 100% employer match about $313,732 at 4% or $209,155 at 6%.
Or-Cal Inc. Cash Balance Plan-34$2,726,500$485,000$14,265iApproximate average salary by contribution assumption: employee only about $356,618 at 4% or $237,745 at 6%; with 50% employer match about $237,745 at 4% or $158,497 at 6%; with 100% employer match about $178,309 at 4% or $118,873 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-34$1,315,339$368,352$10,834iApproximate average salary by contribution assumption: employee only about $270,847 at 4% or $180,565 at 6%; with 50% employer match about $180,565 at 4% or $120,376 at 6%; with 100% employer match about $135,424 at 4% or $90,282 at 6%.
2017235$3,399,029$1,002,595$28,646iApproximate average salary by contribution assumption: employee only about $716,139 at 4% or $477,426 at 6%; with 50% employer match about $477,426 at 4% or $318,284 at 6%; with 100% employer match about $358,070 at 4% or $238,713 at 6%.
Or-Cal Inc. Cash Balance Plan-31$2,369,174$720,000$23,226iApproximate average salary by contribution assumption: employee only about $580,645 at 4% or $387,097 at 6%; with 50% employer match about $387,097 at 4% or $258,065 at 6%; with 100% employer match about $290,323 at 4% or $193,548 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-35$1,029,855$282,595$8,074iApproximate average salary by contribution assumption: employee only about $201,854 at 4% or $134,569 at 6%; with 50% employer match about $134,569 at 4% or $89,713 at 6%; with 100% employer match about $100,927 at 4% or $67,285 at 6%.
2016237$2,162,658$636,608$17,206iApproximate average salary by contribution assumption: employee only about $430,141 at 4% or $286,760 at 6%; with 50% employer match about $286,760 at 4% or $191,174 at 6%; with 100% employer match about $215,070 at 4% or $143,380 at 6%.
Or-Cal Inc. Cash Balance Plan-33$1,493,578$460,000$13,939iApproximate average salary by contribution assumption: employee only about $348,485 at 4% or $232,323 at 6%; with 50% employer match about $232,323 at 4% or $154,882 at 6%; with 100% employer match about $174,242 at 4% or $116,162 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-37$669,080$176,608$4,773iApproximate average salary by contribution assumption: employee only about $119,330 at 4% or $79,553 at 6%; with 50% employer match about $79,553 at 4% or $53,035 at 6%; with 100% employer match about $59,665 at 4% or $39,777 at 6%.
2015240$1,540,876$481,656$12,041iApproximate average salary by contribution assumption: employee only about $301,035 at 4% or $200,690 at 6%; with 50% employer match about $200,690 at 4% or $133,793 at 6%; with 100% employer match about $150,518 at 4% or $100,345 at 6%.
Or-Cal Inc. Cash Balance Plan-33$1,053,165$333,000$10,091iApproximate average salary by contribution assumption: employee only about $252,273 at 4% or $168,182 at 6%; with 50% employer match about $168,182 at 4% or $112,121 at 6%; with 100% employer match about $126,136 at 4% or $84,091 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-40$487,711$148,656$3,716iApproximate average salary by contribution assumption: employee only about $92,910 at 4% or $61,940 at 6%; with 50% employer match about $61,940 at 4% or $41,293 at 6%; with 100% employer match about $46,455 at 4% or $30,970 at 6%.
2014235$1,179,392$674,796$19,280iApproximate average salary by contribution assumption: employee only about $481,997 at 4% or $321,331 at 6%; with 50% employer match about $321,331 at 4% or $214,221 at 6%; with 100% employer match about $240,999 at 4% or $160,666 at 6%.
Or-Cal Inc. Cash Balance Plan-30$740,105$405,105$13,504iApproximate average salary by contribution assumption: employee only about $337,588 at 4% or $225,058 at 6%; with 50% employer match about $225,058 at 4% or $150,039 at 6%; with 100% employer match about $168,794 at 4% or $112,529 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-35$439,287$269,691$7,705iApproximate average salary by contribution assumption: employee only about $192,636 at 4% or $128,424 at 6%; with 50% employer match about $128,424 at 4% or $85,616 at 6%; with 100% employer match about $96,318 at 4% or $64,212 at 6%.
2013230$614,515$376,837$12,561iApproximate average salary by contribution assumption: employee only about $314,031 at 4% or $209,354 at 6%; with 50% employer match about $209,354 at 4% or $139,569 at 6%; with 100% employer match about $157,015 at 4% or $104,677 at 6%.
Or-Cal Inc. Cash Balance Plan-28$335,000$335,000$11,964iApproximate average salary by contribution assumption: employee only about $299,107 at 4% or $199,405 at 6%; with 50% employer match about $199,405 at 4% or $132,937 at 6%; with 100% employer match about $149,554 at 4% or $99,702 at 6%.
OR-CAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST-30$279,515$41,837$1,395iApproximate average salary by contribution assumption: employee only about $34,864 at 4% or $23,243 at 6%; with 50% employer match about $23,243 at 4% or $15,495 at 6%; with 100% employer match about $17,432 at 4% or $11,621 at 6%.
2012121$41,149$40,643$1,935iApproximate average salary by contribution assumption: employee only about $48,385 at 4% or $32,256 at 6%; with 50% employer match about $32,256 at 4% or $21,504 at 6%; with 100% employer match about $24,192 at 4% or $16,128 at 6%.
OR-CAL INC 401 K PROFIT SHARING PLAN TRUST-21$41,149$40,643$1,935iApproximate average salary by contribution assumption: employee only about $48,385 at 4% or $32,256 at 6%; with 50% employer match about $32,256 at 4% or $21,504 at 6%; with 100% employer match about $24,192 at 4% or $16,128 at 6%.
201010$0$0-
OR-CAL INC PROFIT SHARING PLAN-----
200916$309,559$0-
OR-CAL INC PROFIT SHARING PLAN-6$309,559--
200815$300,706$0-
OR-CAL, INC PROFIT SHARING PLAN-5$300,706--
200715$0$0-
OR-CAL, INC PROFIT SHARING PLAN-5---
200615$218,093$115,533$23,107iApproximate average salary by contribution assumption: employee only about $577,665 at 4% or $385,110 at 6%; with 50% employer match about $385,110 at 4% or $256,740 at 6%; with 100% employer match about $288,833 at 4% or $192,555 at 6%.
OR-CAL, INC PROFIT SHARING PLAN-5$218,093$115,533$23,107iApproximate average salary by contribution assumption: employee only about $577,665 at 4% or $385,110 at 6%; with 50% employer match about $385,110 at 4% or $256,740 at 6%; with 100% employer match about $288,833 at 4% or $192,555 at 6%.