Civic Intelligence

Patrick Solitz

Plan context: Appraisal Associates of Oregon 401K Plan

EIN 91-1854950 • Bend, OR • 18 filings • 1 plans

265 NW Franklin Ave Ste 200Bend, OR 97701-2800
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$1,694,799

2020 Contributions

$28,021

Historical Graphs

Total Assets Over Time

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

$1,694,799$847,400$0200320122019YearValue
$1,694,799Latest year 2019

Participants Over Time

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

740200320112019YearValue
6Latest 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$0-
Appraisal Associates of Oregon 401K Plan-0$0$0-
201916$1,694,799$28,021$4,670iApproximate average salary by contribution assumption: employee only about $116,754 at 4% or $77,836 at 6%; with 50% employer match about $77,836 at 4% or $51,891 at 6%; with 100% employer match about $58,377 at 4% or $38,918 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,694,799$28,021$4,670iApproximate average salary by contribution assumption: employee only about $116,754 at 4% or $77,836 at 6%; with 50% employer match about $77,836 at 4% or $51,891 at 6%; with 100% employer match about $58,377 at 4% or $38,918 at 6%.
201816$1,461,016$42,975$7,163iApproximate average salary by contribution assumption: employee only about $179,063 at 4% or $119,375 at 6%; with 50% employer match about $119,375 at 4% or $79,583 at 6%; with 100% employer match about $89,531 at 4% or $59,688 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,461,016$42,975$7,163iApproximate average salary by contribution assumption: employee only about $179,063 at 4% or $119,375 at 6%; with 50% employer match about $119,375 at 4% or $79,583 at 6%; with 100% employer match about $89,531 at 4% or $59,688 at 6%.
201716$1,448,633$45,172$7,529iApproximate average salary by contribution assumption: employee only about $188,217 at 4% or $125,478 at 6%; with 50% employer match about $125,478 at 4% or $83,652 at 6%; with 100% employer match about $94,108 at 4% or $62,739 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,448,633$45,172$7,529iApproximate average salary by contribution assumption: employee only about $188,217 at 4% or $125,478 at 6%; with 50% employer match about $125,478 at 4% or $83,652 at 6%; with 100% employer match about $94,108 at 4% or $62,739 at 6%.
201616$1,253,559$49,391$8,232iApproximate average salary by contribution assumption: employee only about $205,796 at 4% or $137,197 at 6%; with 50% employer match about $137,197 at 4% or $91,465 at 6%; with 100% employer match about $102,898 at 4% or $68,599 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,253,559$49,391$8,232iApproximate average salary by contribution assumption: employee only about $205,796 at 4% or $137,197 at 6%; with 50% employer match about $137,197 at 4% or $91,465 at 6%; with 100% employer match about $102,898 at 4% or $68,599 at 6%.
201516$1,110,920$33,610$5,602iApproximate average salary by contribution assumption: employee only about $140,042 at 4% or $93,361 at 6%; with 50% employer match about $93,361 at 4% or $62,241 at 6%; with 100% employer match about $70,021 at 4% or $46,681 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,110,920$33,610$5,602iApproximate average salary by contribution assumption: employee only about $140,042 at 4% or $93,361 at 6%; with 50% employer match about $93,361 at 4% or $62,241 at 6%; with 100% employer match about $70,021 at 4% or $46,681 at 6%.
201416$1,128,913$33,276$5,546iApproximate average salary by contribution assumption: employee only about $138,650 at 4% or $92,433 at 6%; with 50% employer match about $92,433 at 4% or $61,622 at 6%; with 100% employer match about $69,325 at 4% or $46,217 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,128,913$33,276$5,546iApproximate average salary by contribution assumption: employee only about $138,650 at 4% or $92,433 at 6%; with 50% employer match about $92,433 at 4% or $61,622 at 6%; with 100% employer match about $69,325 at 4% or $46,217 at 6%.
201316$1,059,899$47,215$7,869iApproximate average salary by contribution assumption: employee only about $196,729 at 4% or $131,153 at 6%; with 50% employer match about $131,153 at 4% or $87,435 at 6%; with 100% employer match about $98,365 at 4% or $65,576 at 6%.
Appraisal Associates of Oregon 401K Plan-6$1,059,899$47,215$7,869iApproximate average salary by contribution assumption: employee only about $196,729 at 4% or $131,153 at 6%; with 50% employer match about $131,153 at 4% or $87,435 at 6%; with 100% employer match about $98,365 at 4% or $65,576 at 6%.
201216$919,084$47,910$7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,813 at 4% or $66,542 at 6%.
Appraisal Associates of Oregon 401K Plan-6$919,084$47,910$7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,813 at 4% or $66,542 at 6%.
201117$793,835$44,972$6,425iApproximate average salary by contribution assumption: employee only about $160,614 at 4% or $107,076 at 6%; with 50% employer match about $107,076 at 4% or $71,384 at 6%; with 100% employer match about $80,307 at 4% or $53,538 at 6%.
Appraisal Associates of Oregon 401K Plan-7$793,835$44,972$6,425iApproximate average salary by contribution assumption: employee only about $160,614 at 4% or $107,076 at 6%; with 50% employer match about $107,076 at 4% or $71,384 at 6%; with 100% employer match about $80,307 at 4% or $53,538 at 6%.
201017$754,398$50,796$7,257iApproximate average salary by contribution assumption: employee only about $181,414 at 4% or $120,943 at 6%; with 50% employer match about $120,943 at 4% or $80,629 at 6%; with 100% employer match about $90,707 at 4% or $60,471 at 6%.
Appraisal Associates of Oregon 401K Plan-7$754,398$50,796$7,257iApproximate average salary by contribution assumption: employee only about $181,414 at 4% or $120,943 at 6%; with 50% employer match about $120,943 at 4% or $80,629 at 6%; with 100% employer match about $90,707 at 4% or $60,471 at 6%.
200917$653,571$53,869$7,696iApproximate average salary by contribution assumption: employee only about $192,389 at 4% or $128,260 at 6%; with 50% employer match about $128,260 at 4% or $85,506 at 6%; with 100% employer match about $96,195 at 4% or $64,130 at 6%.
Appraisal Associates of Oregon 401K Plan-7$653,571$53,869$7,696iApproximate average salary by contribution assumption: employee only about $192,389 at 4% or $128,260 at 6%; with 50% employer match about $128,260 at 4% or $85,506 at 6%; with 100% employer match about $96,195 at 4% or $64,130 at 6%.
200817$0$0-
Appraisal Associates of Oregon 401K Plan-7---
200717$0$0-
Appraisal Associates of Oregon 401K Plan-7---
200617$634,396$60,462$8,637iApproximate average salary by contribution assumption: employee only about $215,936 at 4% or $143,957 at 6%; with 50% employer match about $143,957 at 4% or $95,971 at 6%; with 100% employer match about $107,968 at 4% or $71,979 at 6%.
Appraisal Associates of Oregon 401K Plan-7$634,396$60,462$8,637iApproximate average salary by contribution assumption: employee only about $215,936 at 4% or $143,957 at 6%; with 50% employer match about $143,957 at 4% or $95,971 at 6%; with 100% employer match about $107,968 at 4% or $71,979 at 6%.
200517$477,967$71,410$10,201iApproximate average salary by contribution assumption: employee only about $255,036 at 4% or $170,024 at 6%; with 50% employer match about $170,024 at 4% or $113,349 at 6%; with 100% employer match about $127,518 at 4% or $85,012 at 6%.
Appraisal Associates of Oregon 401K Plan-7$477,967$71,410$10,201iApproximate average salary by contribution assumption: employee only about $255,036 at 4% or $170,024 at 6%; with 50% employer match about $170,024 at 4% or $113,349 at 6%; with 100% employer match about $127,518 at 4% or $85,012 at 6%.
200417$377,185$56,648$8,093iApproximate average salary by contribution assumption: employee only about $202,314 at 4% or $134,876 at 6%; with 50% employer match about $134,876 at 4% or $89,917 at 6%; with 100% employer match about $101,157 at 4% or $67,438 at 6%.
Appraisal Associates of Oregon 401K Plan-7$377,185$56,648$8,093iApproximate average salary by contribution assumption: employee only about $202,314 at 4% or $134,876 at 6%; with 50% employer match about $134,876 at 4% or $89,917 at 6%; with 100% employer match about $101,157 at 4% or $67,438 at 6%.
200315$282,153$213,413$42,683iApproximate average salary by contribution assumption: employee only about $1,067,065 at 4% or $711,377 at 6%; with 50% employer match about $711,377 at 4% or $474,251 at 6%; with 100% employer match about $533,533 at 4% or $355,688 at 6%.
Appraisal Associates of Oregon 401K Plan-5$282,153$213,413$42,683iApproximate average salary by contribution assumption: employee only about $1,067,065 at 4% or $711,377 at 6%; with 50% employer match about $711,377 at 4% or $474,251 at 6%; with 100% employer match about $533,533 at 4% or $355,688 at 6%.