Halcyon Advisory Group Pdx Inc.
Plan context: Halcyon Advisory Group Pdx Inc. Retirement Plan
EIN 92-0762717 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$137,610
2024 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $137,610 | $0 | - |
| Halcyon Advisory Group Pdx Inc. Retirement Plan | - | 2 | $137,610 | - | - |
| 2023 | 1 | 2 | $98,297 | $0 | - |
| Halcyon Advisory Group Pdx Inc. Retirement Plan | - | 2 | $98,297 | - | - |
| 2022 | 1 | 2 | $454,079 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Halcyon Advisory Group Pdx Inc. Retirement Plan | - | 2 | $454,079 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |