Hunter - Davisson Inc.
Plan context: Hunter - Davisson 401 K Trust
EIN 93-0549473 • Portland, OR • 39 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
141
2024 Assets
$26,202,547
2024 Contributions
$1,990,037
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 | 3 | 141 | $26,202,547 | $1,990,037 | $14,114iApproximate average salary by contribution assumption: employee only about $352,843 at 4% or $235,229 at 6%; with 50% employer match about $235,229 at 4% or $156,819 at 6%; with 100% employer match about $176,422 at 4% or $117,614 at 6%. |
| Hunter - Davisson 401 K Trust | - | 141 | $19,472,547 | $1,624,179 | $11,519iApproximate average salary by contribution assumption: employee only about $287,975 at 4% or $191,983 at 6%; with 50% employer match about $191,983 at 4% or $127,989 at 6%; with 100% employer match about $143,988 at 4% or $95,992 at 6%. |
| Hunter-Davisson Inc. Employee Stock Ownership Plan | - | 128 | $6,730,000 | $365,858 | $2,858iApproximate average salary by contribution assumption: employee only about $71,457 at 4% or $47,638 at 6%; with 50% employer match about $47,638 at 4% or $31,759 at 6%; with 100% employer match about $35,728 at 4% or $23,819 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 141 | - | - | - |
| 2023 | 3 | 138 | $21,659,977 | $1,742,132 | $12,624iApproximate average salary by contribution assumption: employee only about $315,604 at 4% or $210,402 at 6%; with 50% employer match about $210,402 at 4% or $140,268 at 6%; with 100% employer match about $157,802 at 4% or $105,201 at 6%. |
| Hunter - Davisson 401 K Trust | - | 138 | $15,749,977 | $1,381,860 | $10,013iApproximate average salary by contribution assumption: employee only about $250,337 at 4% or $166,891 at 6%; with 50% employer match about $166,891 at 4% or $111,261 at 6%; with 100% employer match about $125,168 at 4% or $83,446 at 6%. |
| Hunter-Davisson Inc. Employee Stock Ownership Plan | - | 115 | $5,910,000 | $360,272 | $3,133iApproximate average salary by contribution assumption: employee only about $78,320 at 4% or $52,213 at 6%; with 50% employer match about $52,213 at 4% or $34,809 at 6%; with 100% employer match about $39,160 at 4% or $26,107 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 119 | - | - | - |
| 2022 | 3 | 118 | $16,909,740 | $1,594,191 | $13,510iApproximate average salary by contribution assumption: employee only about $337,752 at 4% or $225,168 at 6%; with 50% employer match about $225,168 at 4% or $150,112 at 6%; with 100% employer match about $168,876 at 4% or $112,584 at 6%. |
| Hunter - Davisson 401 K Trust | - | 118 | $13,669,740 | $1,243,853 | $10,541iApproximate average salary by contribution assumption: employee only about $263,528 at 4% or $175,685 at 6%; with 50% employer match about $175,685 at 4% or $117,124 at 6%; with 100% employer match about $131,764 at 4% or $87,843 at 6%. |
| Hunter-Davisson Inc. Employee Stock Ownership Plan | - | 101 | $3,240,000 | $350,338 | $3,469iApproximate average salary by contribution assumption: employee only about $86,717 at 4% or $57,812 at 6%; with 50% employer match about $57,812 at 4% or $38,541 at 6%; with 100% employer match about $43,359 at 4% or $28,906 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 118 | - | - | - |
| 2021 | 3 | 125 | $19,713,437 | $2,164,533 | $17,316iApproximate average salary by contribution assumption: employee only about $432,907 at 4% or $288,604 at 6%; with 50% employer match about $288,604 at 4% or $192,403 at 6%; with 100% employer match about $216,453 at 4% or $144,302 at 6%. |
| Hunter - Davisson 401 K Trust | - | 125 | $17,473,437 | $1,814,972 | $14,520iApproximate average salary by contribution assumption: employee only about $362,994 at 4% or $241,996 at 6%; with 50% employer match about $241,996 at 4% or $161,331 at 6%; with 100% employer match about $181,497 at 4% or $120,998 at 6%. |
| Hunter-Davisson Inc. Employee Stock Ownership Plan | - | 99 | $2,240,000 | $349,561 | $3,531iApproximate average salary by contribution assumption: employee only about $88,273 at 4% or $58,849 at 6%; with 50% employer match about $58,849 at 4% or $39,232 at 6%; with 100% employer match about $44,136 at 4% or $29,424 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 125 | - | - | - |
| 2020 | 3 | 122 | $16,980,398 | $1,584,815 | $12,990iApproximate average salary by contribution assumption: employee only about $324,757 at 4% or $216,505 at 6%; with 50% employer match about $216,505 at 4% or $144,337 at 6%; with 100% employer match about $162,379 at 4% or $108,252 at 6%. |
| Hunter - Davisson 401 K Trust | - | 121 | $15,090,398 | $1,236,056 | $10,215iApproximate average salary by contribution assumption: employee only about $255,383 at 4% or $170,256 at 6%; with 50% employer match about $170,256 at 4% or $113,504 at 6%; with 100% employer match about $127,692 at 4% or $85,128 at 6%. |
| Hunter-Davisson Inc. Employee Stock Ownership Plan | - | 111 | $1,890,000 | $348,759 | $3,142iApproximate average salary by contribution assumption: employee only about $78,549 at 4% or $52,366 at 6%; with 50% employer match about $52,366 at 4% or $34,911 at 6%; with 100% employer match about $39,275 at 4% or $26,183 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 122 | - | - | - |
| 2019 | 2 | 127 | $12,196,618 | $920,123 | $7,245iApproximate average salary by contribution assumption: employee only about $181,127 at 4% or $120,751 at 6%; with 50% employer match about $120,751 at 4% or $80,501 at 6%; with 100% employer match about $90,563 at 4% or $60,376 at 6%. |
| Hunter - Davisson 401 K Trust | - | 127 | $12,196,618 | $920,123 | $7,245iApproximate average salary by contribution assumption: employee only about $181,127 at 4% or $120,751 at 6%; with 50% employer match about $120,751 at 4% or $80,501 at 6%; with 100% employer match about $90,563 at 4% or $60,376 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 123 | - | - | - |
| 2018 | 2 | 117 | $9,923,380 | $663,147 | $5,668iApproximate average salary by contribution assumption: employee only about $141,698 at 4% or $94,465 at 6%; with 50% employer match about $94,465 at 4% or $62,977 at 6%; with 100% employer match about $70,849 at 4% or $47,233 at 6%. |
| Hunter - Davisson 401 K Trust | - | 117 | $9,923,380 | $663,147 | $5,668iApproximate average salary by contribution assumption: employee only about $141,698 at 4% or $94,465 at 6%; with 50% employer match about $94,465 at 4% or $62,977 at 6%; with 100% employer match about $70,849 at 4% or $47,233 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 108 | - | - | - |
| 2017 | 2 | 112 | $11,279,406 | $583,797 | $5,212iApproximate average salary by contribution assumption: employee only about $130,312 at 4% or $86,875 at 6%; with 50% employer match about $86,875 at 4% or $57,916 at 6%; with 100% employer match about $65,156 at 4% or $43,437 at 6%. |
| Hunter - Davisson 401 K Trust | - | 112 | $11,279,406 | $583,797 | $5,212iApproximate average salary by contribution assumption: employee only about $130,312 at 4% or $86,875 at 6%; with 50% employer match about $86,875 at 4% or $57,916 at 6%; with 100% employer match about $65,156 at 4% or $43,437 at 6%. |
| Hunter-Davisson Inc. Health Benefit Plan | - | 107 | - | - | - |
| 2016 | 1 | 98 | $10,889,659 | $536,531 | $5,475iApproximate average salary by contribution assumption: employee only about $136,870 at 4% or $91,247 at 6%; with 50% employer match about $91,247 at 4% or $60,831 at 6%; with 100% employer match about $68,435 at 4% or $45,623 at 6%. |
| Hunter - Davisson 401 K Trust | - | 98 | $10,889,659 | $536,531 | $5,475iApproximate average salary by contribution assumption: employee only about $136,870 at 4% or $91,247 at 6%; with 50% employer match about $91,247 at 4% or $60,831 at 6%; with 100% employer match about $68,435 at 4% or $45,623 at 6%. |
| 2015 | 1 | 92 | $9,963,079 | $532,473 | $5,788iApproximate average salary by contribution assumption: employee only about $144,694 at 4% or $96,463 at 6%; with 50% employer match about $96,463 at 4% or $64,308 at 6%; with 100% employer match about $72,347 at 4% or $48,231 at 6%. |
| Hunter - Davisson 401 K Trust | - | 92 | $9,963,079 | $532,473 | $5,788iApproximate average salary by contribution assumption: employee only about $144,694 at 4% or $96,463 at 6%; with 50% employer match about $96,463 at 4% or $64,308 at 6%; with 100% employer match about $72,347 at 4% or $48,231 at 6%. |
| 2014 | 1 | 80 | $9,931,596 | $519,820 | $6,498iApproximate average salary by contribution assumption: employee only about $162,444 at 4% or $108,296 at 6%; with 50% employer match about $108,296 at 4% or $72,197 at 6%; with 100% employer match about $81,222 at 4% or $54,148 at 6%. |
| Hunter - Davisson 401 K Trust | - | 80 | $9,931,596 | $519,820 | $6,498iApproximate average salary by contribution assumption: employee only about $162,444 at 4% or $108,296 at 6%; with 50% employer match about $108,296 at 4% or $72,197 at 6%; with 100% employer match about $81,222 at 4% or $54,148 at 6%. |
| 2013 | 1 | 77 | $8,811,308 | $444,374 | $5,771iApproximate average salary by contribution assumption: employee only about $144,277 at 4% or $96,185 at 6%; with 50% employer match about $96,185 at 4% or $64,123 at 6%; with 100% employer match about $72,139 at 4% or $48,092 at 6%. |
| Hunter - Davisson 401 K Trust | - | 77 | $8,811,308 | $444,374 | $5,771iApproximate average salary by contribution assumption: employee only about $144,277 at 4% or $96,185 at 6%; with 50% employer match about $96,185 at 4% or $64,123 at 6%; with 100% employer match about $72,139 at 4% or $48,092 at 6%. |
| 2012 | 1 | 70 | $7,613,462 | $392,141 | $5,602iApproximate average salary by contribution assumption: employee only about $140,050 at 4% or $93,367 at 6%; with 50% employer match about $93,367 at 4% or $62,245 at 6%; with 100% employer match about $70,025 at 4% or $46,683 at 6%. |
| Hunter - Davisson 401 K Trust | - | 70 | $7,613,462 | $392,141 | $5,602iApproximate average salary by contribution assumption: employee only about $140,050 at 4% or $93,367 at 6%; with 50% employer match about $93,367 at 4% or $62,245 at 6%; with 100% employer match about $70,025 at 4% or $46,683 at 6%. |
| 2011 | 1 | 67 | $6,771,794 | $268,401 | $4,006iApproximate average salary by contribution assumption: employee only about $100,150 at 4% or $66,766 at 6%; with 50% employer match about $66,766 at 4% or $44,511 at 6%; with 100% employer match about $50,075 at 4% or $33,383 at 6%. |
| Hunter - Davisson 401 K Trust | - | 67 | $6,771,794 | $268,401 | $4,006iApproximate average salary by contribution assumption: employee only about $100,150 at 4% or $66,766 at 6%; with 50% employer match about $66,766 at 4% or $44,511 at 6%; with 100% employer match about $50,075 at 4% or $33,383 at 6%. |
| 2010 | 1 | 71 | $7,380,110 | $372,574 | $5,248iApproximate average salary by contribution assumption: employee only about $131,188 at 4% or $87,459 at 6%; with 50% employer match about $87,459 at 4% or $58,306 at 6%; with 100% employer match about $65,594 at 4% or $43,729 at 6%. |
| Hunter - Davisson 401 K Trust | - | 71 | $7,380,110 | $372,574 | $5,248iApproximate average salary by contribution assumption: employee only about $131,188 at 4% or $87,459 at 6%; with 50% employer match about $87,459 at 4% or $58,306 at 6%; with 100% employer match about $65,594 at 4% or $43,729 at 6%. |
| 2009 | 1 | 74 | $6,215,623 | $518,925 | $7,013iApproximate average salary by contribution assumption: employee only about $175,313 at 4% or $116,875 at 6%; with 50% employer match about $116,875 at 4% or $77,917 at 6%; with 100% employer match about $87,656 at 4% or $58,438 at 6%. |
| Hunter - Davisson 401 K Trust | - | 74 | $6,215,623 | $518,925 | $7,013iApproximate average salary by contribution assumption: employee only about $175,313 at 4% or $116,875 at 6%; with 50% employer match about $116,875 at 4% or $77,917 at 6%; with 100% employer match about $87,656 at 4% or $58,438 at 6%. |
| 2008 | 1 | 87 | $4,386,180 | $530,180 | $6,094iApproximate average salary by contribution assumption: employee only about $152,351 at 4% or $101,567 at 6%; with 50% employer match about $101,567 at 4% or $67,711 at 6%; with 100% employer match about $76,175 at 4% or $50,784 at 6%. |
| Hunter - Davisson 401 K Trust | - | 87 | $4,386,180 | $530,180 | $6,094iApproximate average salary by contribution assumption: employee only about $152,351 at 4% or $101,567 at 6%; with 50% employer match about $101,567 at 4% or $67,711 at 6%; with 100% employer match about $76,175 at 4% or $50,784 at 6%. |
| 2007 | 1 | 84 | $6,075,546 | $546,852 | $6,510iApproximate average salary by contribution assumption: employee only about $162,754 at 4% or $108,502 at 6%; with 50% employer match about $108,502 at 4% or $72,335 at 6%; with 100% employer match about $81,377 at 4% or $54,251 at 6%. |
| Hunter - Davisson 401 K Trust | - | 84 | $6,075,546 | $546,852 | $6,510iApproximate average salary by contribution assumption: employee only about $162,754 at 4% or $108,502 at 6%; with 50% employer match about $108,502 at 4% or $72,335 at 6%; with 100% employer match about $81,377 at 4% or $54,251 at 6%. |
| 2006 | 1 | 80 | $5,521,416 | $586,868 | $7,336iApproximate average salary by contribution assumption: employee only about $183,396 at 4% or $122,264 at 6%; with 50% employer match about $122,264 at 4% or $81,509 at 6%; with 100% employer match about $91,698 at 4% or $61,132 at 6%. |
| Hunter - Davisson 401 K Trust | - | 80 | $5,521,416 | $586,868 | $7,336iApproximate average salary by contribution assumption: employee only about $183,396 at 4% or $122,264 at 6%; with 50% employer match about $122,264 at 4% or $81,509 at 6%; with 100% employer match about $91,698 at 4% or $61,132 at 6%. |
| 2005 | 1 | 64 | $0 | $0 | - |
| Hunter - Davisson 401 K Trust | - | 64 | - | - | - |
| 2004 | 1 | 50 | $3,468,603 | $310,084 | $6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%. |
| Hunter - Davisson 401 K Trust | - | 50 | $3,468,603 | $310,084 | $6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%. |
| 2003 | 1 | 47 | $3,163,899 | $317,991 | $6,766iApproximate average salary by contribution assumption: employee only about $169,144 at 4% or $112,763 at 6%; with 50% employer match about $112,763 at 4% or $75,175 at 6%; with 100% employer match about $84,572 at 4% or $56,381 at 6%. |
| Hunter - Davisson 401 K Trust | - | 47 | $3,163,899 | $317,991 | $6,766iApproximate average salary by contribution assumption: employee only about $169,144 at 4% or $112,763 at 6%; with 50% employer match about $112,763 at 4% or $75,175 at 6%; with 100% employer match about $84,572 at 4% or $56,381 at 6%. |
| 2002 | 1 | 54 | $0 | $0 | - |
| Hunter - Davisson 401 K Trust | - | 54 | - | - | - |
| 2001 | 1 | 52 | $0 | $0 | - |
| Hunter - Davisson 401 K Trust | - | 52 | - | - | - |
| 2000 | 1 | 44 | $2,747,985 | $348,239 | $7,915iApproximate average salary by contribution assumption: employee only about $197,863 at 4% or $131,909 at 6%; with 50% employer match about $131,909 at 4% or $87,939 at 6%; with 100% employer match about $98,932 at 4% or $65,954 at 6%. |
| Hunter - Davisson 401 K Trust | - | 44 | $2,747,985 | $348,239 | $7,915iApproximate average salary by contribution assumption: employee only about $197,863 at 4% or $131,909 at 6%; with 50% employer match about $131,909 at 4% or $87,939 at 6%; with 100% employer match about $98,932 at 4% or $65,954 at 6%. |
| 1999 | 1 | 40 | $2,819,252 | $323,949 | $8,099iApproximate average salary by contribution assumption: employee only about $202,468 at 4% or $134,979 at 6%; with 50% employer match about $134,979 at 4% or $89,986 at 6%; with 100% employer match about $101,234 at 4% or $67,489 at 6%. |
| Hunter - Davisson 401 K Trust | - | 40 | $2,819,252 | $323,949 | $8,099iApproximate average salary by contribution assumption: employee only about $202,468 at 4% or $134,979 at 6%; with 50% employer match about $134,979 at 4% or $89,986 at 6%; with 100% employer match about $101,234 at 4% or $67,489 at 6%. |