Civic Intelligence

Confluence Wealth Management LLC

Plan context: Confluence Wealth Management 401(K) Profit Sharing Plan

EIN 91-1852884 • Portland, OR • 10 filings • 1 plans

1211 SW Fifth AvenueSuite 1160Portland, OR 97204
Current Snapshot

Latest Year

2020

2020 Participants

17

2020 Assets

$2,627,056

2020 Contributions

$320,205

Historical Graphs

Total Assets Over Time

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

$3,418,797$1,709,399$0201120152019YearValue
$2,627,056Latest year 2019

Participants Over Time

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

1890201120152019YearValue
17Latest year 2019

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
202010$0$320,205-
Confluence Wealth Management 401(K) Profit Sharing Plan-0-$320,205-
2019117$2,627,056$413,198$24,306iApproximate average salary by contribution assumption: employee only about $607,644 at 4% or $405,096 at 6%; with 50% employer match about $405,096 at 4% or $270,064 at 6%; with 100% employer match about $303,822 at 4% or $202,548 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-17$2,627,056$413,198$24,306iApproximate average salary by contribution assumption: employee only about $607,644 at 4% or $405,096 at 6%; with 50% employer match about $405,096 at 4% or $270,064 at 6%; with 100% employer match about $303,822 at 4% or $202,548 at 6%.
2018118$3,418,797$631,549$35,086iApproximate average salary by contribution assumption: employee only about $877,151 at 4% or $584,768 at 6%; with 50% employer match about $584,768 at 4% or $389,845 at 6%; with 100% employer match about $438,576 at 4% or $292,384 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-18$3,418,797$631,549$35,086iApproximate average salary by contribution assumption: employee only about $877,151 at 4% or $584,768 at 6%; with 50% employer match about $584,768 at 4% or $389,845 at 6%; with 100% employer match about $438,576 at 4% or $292,384 at 6%.
2017116$3,134,943$282,398$17,650iApproximate average salary by contribution assumption: employee only about $441,247 at 4% or $294,165 at 6%; with 50% employer match about $294,165 at 4% or $196,110 at 6%; with 100% employer match about $220,623 at 4% or $147,082 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-16$3,134,943$282,398$17,650iApproximate average salary by contribution assumption: employee only about $441,247 at 4% or $294,165 at 6%; with 50% employer match about $294,165 at 4% or $196,110 at 6%; with 100% employer match about $220,623 at 4% or $147,082 at 6%.
2016115$2,386,524$293,489$19,566iApproximate average salary by contribution assumption: employee only about $489,148 at 4% or $326,099 at 6%; with 50% employer match about $326,099 at 4% or $217,399 at 6%; with 100% employer match about $244,574 at 4% or $163,049 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-15$2,386,524$293,489$19,566iApproximate average salary by contribution assumption: employee only about $489,148 at 4% or $326,099 at 6%; with 50% employer match about $326,099 at 4% or $217,399 at 6%; with 100% employer match about $244,574 at 4% or $163,049 at 6%.
2015116$3,019,912$291,646$18,228iApproximate average salary by contribution assumption: employee only about $455,697 at 4% or $303,798 at 6%; with 50% employer match about $303,798 at 4% or $202,532 at 6%; with 100% employer match about $227,848 at 4% or $151,899 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-16$3,019,912$291,646$18,228iApproximate average salary by contribution assumption: employee only about $455,697 at 4% or $303,798 at 6%; with 50% employer match about $303,798 at 4% or $202,532 at 6%; with 100% employer match about $227,848 at 4% or $151,899 at 6%.
2014113$2,753,836$218,215$16,786iApproximate average salary by contribution assumption: employee only about $419,644 at 4% or $279,763 at 6%; with 50% employer match about $279,763 at 4% or $186,509 at 6%; with 100% employer match about $209,822 at 4% or $139,881 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-13$2,753,836$218,215$16,786iApproximate average salary by contribution assumption: employee only about $419,644 at 4% or $279,763 at 6%; with 50% employer match about $279,763 at 4% or $186,509 at 6%; with 100% employer match about $209,822 at 4% or $139,881 at 6%.
201317$2,333,116$195,580$27,940iApproximate average salary by contribution assumption: employee only about $698,500 at 4% or $465,667 at 6%; with 50% employer match about $465,667 at 4% or $310,444 at 6%; with 100% employer match about $349,250 at 4% or $232,833 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-7$2,333,116$195,580$27,940iApproximate average salary by contribution assumption: employee only about $698,500 at 4% or $465,667 at 6%; with 50% employer match about $465,667 at 4% or $310,444 at 6%; with 100% employer match about $349,250 at 4% or $232,833 at 6%.
2012114$1,999,396$140,613$10,044iApproximate average salary by contribution assumption: employee only about $251,095 at 4% or $167,396 at 6%; with 50% employer match about $167,396 at 4% or $111,598 at 6%; with 100% employer match about $125,547 at 4% or $83,698 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-14$1,999,396$140,613$10,044iApproximate average salary by contribution assumption: employee only about $251,095 at 4% or $167,396 at 6%; with 50% employer match about $167,396 at 4% or $111,598 at 6%; with 100% employer match about $125,547 at 4% or $83,698 at 6%.
2011111$1,685,217$144,537$13,140iApproximate average salary by contribution assumption: employee only about $328,493 at 4% or $218,995 at 6%; with 50% employer match about $218,995 at 4% or $145,997 at 6%; with 100% employer match about $164,247 at 4% or $109,498 at 6%.
Confluence Wealth Management 401(K) Profit Sharing Plan-11$1,685,217$144,537$13,140iApproximate average salary by contribution assumption: employee only about $328,493 at 4% or $218,995 at 6%; with 50% employer match about $218,995 at 4% or $145,997 at 6%; with 100% employer match about $164,247 at 4% or $109,498 at 6%.