Civic Intelligence

Sm Andersen Co. Inc.

Plan context: Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust

EIN 93-0632015 • Portland, OR • 22 filings • 7 plans

6712 N. Cutter CirclePortland, OR 97217
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$34,810

2020 Contributions

$1,070

Historical Graphs

Total Assets Over Time

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

$475,575$237,788$0199920112020YearValue
$34,810Latest year 2020

Participants Over Time

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

1050199920102020YearValue
2Latest year 2020

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
202012$34,810$0-
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-2$34,810--
201911$26,594$1,070$1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-1$26,594$1,070$1,070iApproximate average salary by contribution assumption: employee only about $26,750 at 4% or $17,833 at 6%; with 50% employer match about $17,833 at 4% or $11,889 at 6%; with 100% employer match about $13,375 at 4% or $8,917 at 6%.
201814$377,945$6,228$1,557iApproximate average salary by contribution assumption: employee only about $38,925 at 4% or $25,950 at 6%; with 50% employer match about $25,950 at 4% or $17,300 at 6%; with 100% employer match about $19,463 at 4% or $12,975 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-4$377,945$6,228$1,557iApproximate average salary by contribution assumption: employee only about $38,925 at 4% or $25,950 at 6%; with 50% employer match about $25,950 at 4% or $17,300 at 6%; with 100% employer match about $19,463 at 4% or $12,975 at 6%.
201714$370,961$7,928$1,982iApproximate average salary by contribution assumption: employee only about $49,550 at 4% or $33,033 at 6%; with 50% employer match about $33,033 at 4% or $22,022 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-4$370,961$7,928$1,982iApproximate average salary by contribution assumption: employee only about $49,550 at 4% or $33,033 at 6%; with 50% employer match about $33,033 at 4% or $22,022 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.
201614$333,651$7,859$1,965iApproximate average salary by contribution assumption: employee only about $49,119 at 4% or $32,746 at 6%; with 50% employer match about $32,746 at 4% or $21,831 at 6%; with 100% employer match about $24,559 at 4% or $16,373 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-4$333,651$7,859$1,965iApproximate average salary by contribution assumption: employee only about $49,119 at 4% or $32,746 at 6%; with 50% employer match about $32,746 at 4% or $21,831 at 6%; with 100% employer match about $24,559 at 4% or $16,373 at 6%.
201515$253,117$8,011$1,602iApproximate average salary by contribution assumption: employee only about $40,055 at 4% or $26,703 at 6%; with 50% employer match about $26,703 at 4% or $17,802 at 6%; with 100% employer match about $20,028 at 4% or $13,352 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-5$253,117$8,011$1,602iApproximate average salary by contribution assumption: employee only about $40,055 at 4% or $26,703 at 6%; with 50% employer match about $26,703 at 4% or $17,802 at 6%; with 100% employer match about $20,028 at 4% or $13,352 at 6%.
201415$280,908$7,801$1,560iApproximate average salary by contribution assumption: employee only about $39,005 at 4% or $26,003 at 6%; with 50% employer match about $26,003 at 4% or $17,336 at 6%; with 100% employer match about $19,503 at 4% or $13,002 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-5$280,908$7,801$1,560iApproximate average salary by contribution assumption: employee only about $39,005 at 4% or $26,003 at 6%; with 50% employer match about $26,003 at 4% or $17,336 at 6%; with 100% employer match about $19,503 at 4% or $13,002 at 6%.
201317$260,325$7,375$1,054iApproximate average salary by contribution assumption: employee only about $26,339 at 4% or $17,560 at 6%; with 50% employer match about $17,560 at 4% or $11,706 at 6%; with 100% employer match about $13,170 at 4% or $8,780 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$260,325$7,375$1,054iApproximate average salary by contribution assumption: employee only about $26,339 at 4% or $17,560 at 6%; with 50% employer match about $17,560 at 4% or $11,706 at 6%; with 100% employer match about $13,170 at 4% or $8,780 at 6%.
201217$311,506$10,823$1,546iApproximate average salary by contribution assumption: employee only about $38,654 at 4% or $25,769 at 6%; with 50% employer match about $25,769 at 4% or $17,179 at 6%; with 100% employer match about $19,327 at 4% or $12,885 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$311,506$10,823$1,546iApproximate average salary by contribution assumption: employee only about $38,654 at 4% or $25,769 at 6%; with 50% employer match about $25,769 at 4% or $17,179 at 6%; with 100% employer match about $19,327 at 4% or $12,885 at 6%.
201117$381,341$16,681$2,383iApproximate average salary by contribution assumption: employee only about $59,575 at 4% or $39,717 at 6%; with 50% employer match about $39,717 at 4% or $26,478 at 6%; with 100% employer match about $29,788 at 4% or $19,858 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$381,341$16,681$2,383iApproximate average salary by contribution assumption: employee only about $59,575 at 4% or $39,717 at 6%; with 50% employer match about $39,717 at 4% or $26,478 at 6%; with 100% employer match about $29,788 at 4% or $19,858 at 6%.
201017$368,922$13,940$1,991iApproximate average salary by contribution assumption: employee only about $49,786 at 4% or $33,190 at 6%; with 50% employer match about $33,190 at 4% or $22,127 at 6%; with 100% employer match about $24,893 at 4% or $16,595 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$368,922$13,940$1,991iApproximate average salary by contribution assumption: employee only about $49,786 at 4% or $33,190 at 6%; with 50% employer match about $33,190 at 4% or $22,127 at 6%; with 100% employer match about $24,893 at 4% or $16,595 at 6%.
200917$282,733$15,974$2,282iApproximate average salary by contribution assumption: employee only about $57,050 at 4% or $38,033 at 6%; with 50% employer match about $38,033 at 4% or $25,356 at 6%; with 100% employer match about $28,525 at 4% or $19,017 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$282,733$15,974$2,282iApproximate average salary by contribution assumption: employee only about $57,050 at 4% or $38,033 at 6%; with 50% employer match about $38,033 at 4% or $25,356 at 6%; with 100% employer match about $28,525 at 4% or $19,017 at 6%.
2008110$0$0-
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-10---
200718$475,575$34,296$4,287iApproximate average salary by contribution assumption: employee only about $107,175 at 4% or $71,450 at 6%; with 50% employer match about $71,450 at 4% or $47,633 at 6%; with 100% employer match about $53,588 at 4% or $35,725 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-8$475,575$34,296$4,287iApproximate average salary by contribution assumption: employee only about $107,175 at 4% or $71,450 at 6%; with 50% employer match about $71,450 at 4% or $47,633 at 6%; with 100% employer match about $53,588 at 4% or $35,725 at 6%.
200618$451,542$32,002$4,000iApproximate average salary by contribution assumption: employee only about $100,006 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-8$451,542$32,002$4,000iApproximate average salary by contribution assumption: employee only about $100,006 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
200517$377,720$34,421$4,917iApproximate average salary by contribution assumption: employee only about $122,932 at 4% or $81,955 at 6%; with 50% employer match about $81,955 at 4% or $54,637 at 6%; with 100% employer match about $61,466 at 4% or $40,977 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$377,720$34,421$4,917iApproximate average salary by contribution assumption: employee only about $122,932 at 4% or $81,955 at 6%; with 50% employer match about $81,955 at 4% or $54,637 at 6%; with 100% employer match about $61,466 at 4% or $40,977 at 6%.
200417$311,262$46,569$6,653iApproximate average salary by contribution assumption: employee only about $166,318 at 4% or $110,879 at 6%; with 50% employer match about $110,879 at 4% or $73,919 at 6%; with 100% employer match about $83,159 at 4% or $55,439 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$311,262$46,569$6,653iApproximate average salary by contribution assumption: employee only about $166,318 at 4% or $110,879 at 6%; with 50% employer match about $110,879 at 4% or $73,919 at 6%; with 100% employer match about $83,159 at 4% or $55,439 at 6%.
200318$285,022$44,787$5,598iApproximate average salary by contribution assumption: employee only about $139,959 at 4% or $93,306 at 6%; with 50% employer match about $93,306 at 4% or $62,204 at 6%; with 100% employer match about $69,980 at 4% or $46,653 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-8$285,022$44,787$5,598iApproximate average salary by contribution assumption: employee only about $139,959 at 4% or $93,306 at 6%; with 50% employer match about $93,306 at 4% or $62,204 at 6%; with 100% employer match about $69,980 at 4% or $46,653 at 6%.
200218$169,410$36,369$4,546iApproximate average salary by contribution assumption: employee only about $113,653 at 4% or $75,769 at 6%; with 50% employer match about $75,769 at 4% or $50,513 at 6%; with 100% employer match about $56,827 at 4% or $37,884 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-8$169,410$36,369$4,546iApproximate average salary by contribution assumption: employee only about $113,653 at 4% or $75,769 at 6%; with 50% employer match about $75,769 at 4% or $50,513 at 6%; with 100% employer match about $56,827 at 4% or $37,884 at 6%.
200117$0$0-
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7---
200017$147,381$46,159$6,594iApproximate average salary by contribution assumption: employee only about $164,854 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,427 at 4% or $54,951 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$147,381$46,159$6,594iApproximate average salary by contribution assumption: employee only about $164,854 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,427 at 4% or $54,951 at 6%.
199917$119,340$42,857$6,122iApproximate average salary by contribution assumption: employee only about $153,061 at 4% or $102,040 at 6%; with 50% employer match about $102,040 at 4% or $68,027 at 6%; with 100% employer match about $76,530 at 4% or $51,020 at 6%.
Sm Andersen Co. Inc. 401K Profit Sharing Plan and Trust-7$119,340$42,857$6,122iApproximate average salary by contribution assumption: employee only about $153,061 at 4% or $102,040 at 6%; with 50% employer match about $102,040 at 4% or $68,027 at 6%; with 100% employer match about $76,530 at 4% or $51,020 at 6%.