Civic Intelligence

Tom Posey Co.

Plan context: Tom Posey Co. 401K Profit Sharing Plan

EIN 93-0592875 • Milwaukie, OR • 32 filings • 7 plans

4230 SE King Rd Pmb 198Milwaukie, OR 97222
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,968,304

2024 Contributions

$214,780

Historical Graphs

Total Assets Over Time

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

$3,685,164$1,842,582$0199920142024YearValue
$1,968,304Latest year 2024

Participants Over Time

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

740199920122024YearValue
7Latest 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
202417$1,968,304$214,780$30,683iApproximate average salary by contribution assumption: employee only about $767,071 at 4% or $511,381 at 6%; with 50% employer match about $511,381 at 4% or $340,921 at 6%; with 100% employer match about $383,536 at 4% or $255,690 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-7$1,968,304$214,780$30,683iApproximate average salary by contribution assumption: employee only about $767,071 at 4% or $511,381 at 6%; with 50% employer match about $511,381 at 4% or $340,921 at 6%; with 100% employer match about $383,536 at 4% or $255,690 at 6%.
202317$1,510,286$212,800$30,400iApproximate average salary by contribution assumption: employee only about $760,000 at 4% or $506,667 at 6%; with 50% employer match about $506,667 at 4% or $337,778 at 6%; with 100% employer match about $380,000 at 4% or $253,333 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-7$1,510,286$212,800$30,400iApproximate average salary by contribution assumption: employee only about $760,000 at 4% or $506,667 at 6%; with 50% employer match about $506,667 at 4% or $337,778 at 6%; with 100% employer match about $380,000 at 4% or $253,333 at 6%.
202217$2,797,654$164,758$23,537iApproximate average salary by contribution assumption: employee only about $588,421 at 4% or $392,281 at 6%; with 50% employer match about $392,281 at 4% or $261,521 at 6%; with 100% employer match about $294,211 at 4% or $196,140 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-7$2,797,654$164,758$23,537iApproximate average salary by contribution assumption: employee only about $588,421 at 4% or $392,281 at 6%; with 50% employer match about $392,281 at 4% or $261,521 at 6%; with 100% employer match about $294,211 at 4% or $196,140 at 6%.
202115$3,042,211$153,998$30,800iApproximate average salary by contribution assumption: employee only about $769,990 at 4% or $513,327 at 6%; with 50% employer match about $513,327 at 4% or $342,218 at 6%; with 100% employer match about $384,995 at 4% or $256,663 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$3,042,211$153,998$30,800iApproximate average salary by contribution assumption: employee only about $769,990 at 4% or $513,327 at 6%; with 50% employer match about $513,327 at 4% or $342,218 at 6%; with 100% employer match about $384,995 at 4% or $256,663 at 6%.
202015$2,628,821$144,128$28,826iApproximate average salary by contribution assumption: employee only about $720,640 at 4% or $480,427 at 6%; with 50% employer match about $480,427 at 4% or $320,284 at 6%; with 100% employer match about $360,320 at 4% or $240,213 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$2,628,821$144,128$28,826iApproximate average salary by contribution assumption: employee only about $720,640 at 4% or $480,427 at 6%; with 50% employer match about $480,427 at 4% or $320,284 at 6%; with 100% employer match about $360,320 at 4% or $240,213 at 6%.
201916$2,437,120$107,482$17,914iApproximate average salary by contribution assumption: employee only about $447,842 at 4% or $298,561 at 6%; with 50% employer match about $298,561 at 4% or $199,041 at 6%; with 100% employer match about $223,921 at 4% or $149,281 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-6$2,437,120$107,482$17,914iApproximate average salary by contribution assumption: employee only about $447,842 at 4% or $298,561 at 6%; with 50% employer match about $298,561 at 4% or $199,041 at 6%; with 100% employer match about $223,921 at 4% or $149,281 at 6%.
201814$1,934,770$120,539$30,135iApproximate average salary by contribution assumption: employee only about $753,369 at 4% or $502,246 at 6%; with 50% employer match about $502,246 at 4% or $334,831 at 6%; with 100% employer match about $376,684 at 4% or $251,123 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-4$1,934,770$120,539$30,135iApproximate average salary by contribution assumption: employee only about $753,369 at 4% or $502,246 at 6%; with 50% employer match about $502,246 at 4% or $334,831 at 6%; with 100% employer match about $376,684 at 4% or $251,123 at 6%.
201715$3,685,164$121,101$24,220iApproximate average salary by contribution assumption: employee only about $605,505 at 4% or $403,670 at 6%; with 50% employer match about $403,670 at 4% or $269,113 at 6%; with 100% employer match about $302,753 at 4% or $201,835 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$3,685,164$121,101$24,220iApproximate average salary by contribution assumption: employee only about $605,505 at 4% or $403,670 at 6%; with 50% employer match about $403,670 at 4% or $269,113 at 6%; with 100% employer match about $302,753 at 4% or $201,835 at 6%.
201615$3,202,371$125,479$25,096iApproximate average salary by contribution assumption: employee only about $627,395 at 4% or $418,263 at 6%; with 50% employer match about $418,263 at 4% or $278,842 at 6%; with 100% employer match about $313,698 at 4% or $209,132 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$3,202,371$125,479$25,096iApproximate average salary by contribution assumption: employee only about $627,395 at 4% or $418,263 at 6%; with 50% employer match about $418,263 at 4% or $278,842 at 6%; with 100% employer match about $313,698 at 4% or $209,132 at 6%.
201515$2,948,544$149,210$29,842iApproximate average salary by contribution assumption: employee only about $746,050 at 4% or $497,367 at 6%; with 50% employer match about $497,367 at 4% or $331,578 at 6%; with 100% employer match about $373,025 at 4% or $248,683 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$2,948,544$149,210$29,842iApproximate average salary by contribution assumption: employee only about $746,050 at 4% or $497,367 at 6%; with 50% employer match about $497,367 at 4% or $331,578 at 6%; with 100% employer match about $373,025 at 4% or $248,683 at 6%.
201414$2,827,222$141,268$35,317iApproximate average salary by contribution assumption: employee only about $882,925 at 4% or $588,617 at 6%; with 50% employer match about $588,617 at 4% or $392,411 at 6%; with 100% employer match about $441,463 at 4% or $294,308 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-4$2,827,222$141,268$35,317iApproximate average salary by contribution assumption: employee only about $882,925 at 4% or $588,617 at 6%; with 50% employer match about $588,617 at 4% or $392,411 at 6%; with 100% employer match about $441,463 at 4% or $294,308 at 6%.
201315$2,618,652$76,713$15,343iApproximate average salary by contribution assumption: employee only about $383,565 at 4% or $255,710 at 6%; with 50% employer match about $255,710 at 4% or $170,473 at 6%; with 100% employer match about $191,783 at 4% or $127,855 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$2,618,652$76,713$15,343iApproximate average salary by contribution assumption: employee only about $383,565 at 4% or $255,710 at 6%; with 50% employer match about $255,710 at 4% or $170,473 at 6%; with 100% employer match about $191,783 at 4% or $127,855 at 6%.
201215$2,376,260$128,984$25,797iApproximate average salary by contribution assumption: employee only about $644,920 at 4% or $429,947 at 6%; with 50% employer match about $429,947 at 4% or $286,631 at 6%; with 100% employer match about $322,460 at 4% or $214,973 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$2,376,260$128,984$25,797iApproximate average salary by contribution assumption: employee only about $644,920 at 4% or $429,947 at 6%; with 50% employer match about $429,947 at 4% or $286,631 at 6%; with 100% employer match about $322,460 at 4% or $214,973 at 6%.
201115$2,152,311$144,898$28,980iApproximate average salary by contribution assumption: employee only about $724,490 at 4% or $482,993 at 6%; with 50% employer match about $482,993 at 4% or $321,996 at 6%; with 100% employer match about $362,245 at 4% or $241,497 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$2,152,311$144,898$28,980iApproximate average salary by contribution assumption: employee only about $724,490 at 4% or $482,993 at 6%; with 50% employer match about $482,993 at 4% or $321,996 at 6%; with 100% employer match about $362,245 at 4% or $241,497 at 6%.
201015$1,880,158$102,664$20,533iApproximate average salary by contribution assumption: employee only about $513,320 at 4% or $342,213 at 6%; with 50% employer match about $342,213 at 4% or $228,142 at 6%; with 100% employer match about $256,660 at 4% or $171,107 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$1,880,158$102,664$20,533iApproximate average salary by contribution assumption: employee only about $513,320 at 4% or $342,213 at 6%; with 50% employer match about $342,213 at 4% or $228,142 at 6%; with 100% employer match about $256,660 at 4% or $171,107 at 6%.
200914$1,727,797$97,117$24,279iApproximate average salary by contribution assumption: employee only about $606,981 at 4% or $404,654 at 6%; with 50% employer match about $404,654 at 4% or $269,769 at 6%; with 100% employer match about $303,491 at 4% or $202,327 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-4$1,727,797$97,117$24,279iApproximate average salary by contribution assumption: employee only about $606,981 at 4% or $404,654 at 6%; with 50% employer match about $404,654 at 4% or $269,769 at 6%; with 100% employer match about $303,491 at 4% or $202,327 at 6%.
200814$0$0-
Tom Posey Co. 401K Profit Sharing Plan-4---
200715$0$0-
Tom Posey Co. 401K Profit Sharing Plan-5---
200615$1,592,856$100,979$20,196iApproximate average salary by contribution assumption: employee only about $504,895 at 4% or $336,597 at 6%; with 50% employer match about $336,597 at 4% or $224,398 at 6%; with 100% employer match about $252,448 at 4% or $168,298 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$1,592,856$100,979$20,196iApproximate average salary by contribution assumption: employee only about $504,895 at 4% or $336,597 at 6%; with 50% employer match about $336,597 at 4% or $224,398 at 6%; with 100% employer match about $252,448 at 4% or $168,298 at 6%.
200515$1,372,609$104,220$20,844iApproximate average salary by contribution assumption: employee only about $521,100 at 4% or $347,400 at 6%; with 50% employer match about $347,400 at 4% or $231,600 at 6%; with 100% employer match about $260,550 at 4% or $173,700 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$1,372,609$104,220$20,844iApproximate average salary by contribution assumption: employee only about $521,100 at 4% or $347,400 at 6%; with 50% employer match about $347,400 at 4% or $231,600 at 6%; with 100% employer match about $260,550 at 4% or $173,700 at 6%.
200426$1,606,352$133,844$22,307iApproximate average salary by contribution assumption: employee only about $557,683 at 4% or $371,789 at 6%; with 50% employer match about $371,789 at 4% or $247,859 at 6%; with 100% employer match about $278,842 at 4% or $185,894 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-6$1,606,352$133,844$22,307iApproximate average salary by contribution assumption: employee only about $557,683 at 4% or $371,789 at 6%; with 50% employer match about $371,789 at 4% or $247,859 at 6%; with 100% employer match about $278,842 at 4% or $185,894 at 6%.
Tom Posey Co. Money Purchase Pension Plan-0---
200326$1,365,277$127,666$21,278iApproximate average salary by contribution assumption: employee only about $531,942 at 4% or $354,628 at 6%; with 50% employer match about $354,628 at 4% or $236,419 at 6%; with 100% employer match about $265,971 at 4% or $177,314 at 6%.
Tom Posey Co. Money Purchase Pension Plan-6$813,825$37,005$6,168iApproximate average salary by contribution assumption: employee only about $154,188 at 4% or $102,792 at 6%; with 50% employer match about $102,792 at 4% or $68,528 at 6%; with 100% employer match about $77,094 at 4% or $51,396 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-6$551,452$90,661$15,110iApproximate average salary by contribution assumption: employee only about $377,754 at 4% or $251,836 at 6%; with 50% employer match about $251,836 at 4% or $167,891 at 6%; with 100% employer match about $188,877 at 4% or $125,918 at 6%.
200227$0$0-
Tom Posey Co. Money Purchase Pension Plan-7---
Tom Posey Co. 401K Profit Sharing Plan-7---
200126$0$0-
Tom Posey Co. 401K Profit Sharing Plan-6---
Tom Posey Co. Money Purchase Pension Plan-6---
200026$885,436$56,098$9,350iApproximate average salary by contribution assumption: employee only about $233,742 at 4% or $155,828 at 6%; with 50% employer match about $155,828 at 4% or $103,885 at 6%; with 100% employer match about $116,871 at 4% or $77,914 at 6%.
Tom Posey Co. Money Purchase Pension Plan-6$611,679$27,059$4,510iApproximate average salary by contribution assumption: employee only about $112,746 at 4% or $75,164 at 6%; with 50% employer match about $75,164 at 4% or $50,109 at 6%; with 100% employer match about $56,373 at 4% or $37,582 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-6$273,757$29,039$4,840iApproximate average salary by contribution assumption: employee only about $120,996 at 4% or $80,664 at 6%; with 50% employer match about $80,664 at 4% or $53,776 at 6%; with 100% employer match about $60,498 at 4% or $40,332 at 6%.
199925$908,863$57,896$11,579iApproximate average salary by contribution assumption: employee only about $289,480 at 4% or $192,987 at 6%; with 50% employer match about $192,987 at 4% or $128,658 at 6%; with 100% employer match about $144,740 at 4% or $96,493 at 6%.
Tom Posey Co. Money Purchase Pension Plan-5$649,346$28,157$5,631iApproximate average salary by contribution assumption: employee only about $140,785 at 4% or $93,857 at 6%; with 50% employer match about $93,857 at 4% or $62,571 at 6%; with 100% employer match about $70,393 at 4% or $46,928 at 6%.
Tom Posey Co. 401K Profit Sharing Plan-5$259,517$29,739$5,948iApproximate average salary by contribution assumption: employee only about $148,695 at 4% or $99,130 at 6%; with 50% employer match about $99,130 at 4% or $66,087 at 6%; with 100% employer match about $74,348 at 4% or $49,565 at 6%.