Civic Intelligence

Welch, Bruun Green

Plan context: Welch, Bruun Green Profit Sharing Plan and Trust

EIN 93-0691419 • Portland, OR • 23 filings • 5 plans

4380 SW Macadam Ave Ste 120Portland, OR 97239-6425
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,828,856

2024 Contributions

$204,403

Historical Graphs

Total Assets Over Time

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

$5,377,236$2,688,618$0199920112024YearValue
$1,828,856Latest year 2024

Participants Over Time

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

1160199920112024YearValue
3Latest 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
202413$1,828,856$204,403$68,134iApproximate average salary by contribution assumption: employee only about $1,703,358 at 4% or $1,135,572 at 6%; with 50% employer match about $1,135,572 at 4% or $757,048 at 6%; with 100% employer match about $851,679 at 4% or $567,786 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-3$1,828,856$204,403$68,134iApproximate average salary by contribution assumption: employee only about $1,703,358 at 4% or $1,135,572 at 6%; with 50% employer match about $1,135,572 at 4% or $757,048 at 6%; with 100% employer match about $851,679 at 4% or $567,786 at 6%.
202313$1,423,090$183,403$61,134iApproximate average salary by contribution assumption: employee only about $1,528,358 at 4% or $1,018,906 at 6%; with 50% employer match about $1,018,906 at 4% or $679,270 at 6%; with 100% employer match about $764,179 at 4% or $509,453 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-3$1,423,090$183,403$61,134iApproximate average salary by contribution assumption: employee only about $1,528,358 at 4% or $1,018,906 at 6%; with 50% employer match about $1,018,906 at 4% or $679,270 at 6%; with 100% employer match about $764,179 at 4% or $509,453 at 6%.
202215$3,397,840$213,000$42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-5$3,397,840$213,000$42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%.
201816$2,792,509$176,996$29,499iApproximate average salary by contribution assumption: employee only about $737,483 at 4% or $491,656 at 6%; with 50% employer match about $491,656 at 4% or $327,770 at 6%; with 100% employer match about $368,742 at 4% or $245,828 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-6$2,792,509$176,996$29,499iApproximate average salary by contribution assumption: employee only about $737,483 at 4% or $491,656 at 6%; with 50% employer match about $491,656 at 4% or $327,770 at 6%; with 100% employer match about $368,742 at 4% or $245,828 at 6%.
201718$3,069,331$143,747$17,968iApproximate average salary by contribution assumption: employee only about $449,209 at 4% or $299,473 at 6%; with 50% employer match about $299,473 at 4% or $199,649 at 6%; with 100% employer match about $224,605 at 4% or $149,736 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-8$3,069,331$143,747$17,968iApproximate average salary by contribution assumption: employee only about $449,209 at 4% or $299,473 at 6%; with 50% employer match about $299,473 at 4% or $199,649 at 6%; with 100% employer match about $224,605 at 4% or $149,736 at 6%.
201619$4,981,876$169,951$18,883iApproximate average salary by contribution assumption: employee only about $472,086 at 4% or $314,724 at 6%; with 50% employer match about $314,724 at 4% or $209,816 at 6%; with 100% employer match about $236,043 at 4% or $157,362 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-9$4,981,876$169,951$18,883iApproximate average salary by contribution assumption: employee only about $472,086 at 4% or $314,724 at 6%; with 50% employer match about $314,724 at 4% or $209,816 at 6%; with 100% employer match about $236,043 at 4% or $157,362 at 6%.
201517$5,375,917$207,560$29,651iApproximate average salary by contribution assumption: employee only about $741,286 at 4% or $494,190 at 6%; with 50% employer match about $494,190 at 4% or $329,460 at 6%; with 100% employer match about $370,643 at 4% or $247,095 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-7$5,375,917$207,560$29,651iApproximate average salary by contribution assumption: employee only about $741,286 at 4% or $494,190 at 6%; with 50% employer match about $494,190 at 4% or $329,460 at 6%; with 100% employer match about $370,643 at 4% or $247,095 at 6%.
201417$5,377,236$166,417$23,774iApproximate average salary by contribution assumption: employee only about $594,346 at 4% or $396,231 at 6%; with 50% employer match about $396,231 at 4% or $264,154 at 6%; with 100% employer match about $297,173 at 4% or $198,115 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-7$5,377,236$166,417$23,774iApproximate average salary by contribution assumption: employee only about $594,346 at 4% or $396,231 at 6%; with 50% employer match about $396,231 at 4% or $264,154 at 6%; with 100% employer match about $297,173 at 4% or $198,115 at 6%.
201317$5,137,208$148,945$21,278iApproximate average salary by contribution assumption: employee only about $531,946 at 4% or $354,631 at 6%; with 50% employer match about $354,631 at 4% or $236,421 at 6%; with 100% employer match about $265,973 at 4% or $177,315 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-7$5,137,208$148,945$21,278iApproximate average salary by contribution assumption: employee only about $531,946 at 4% or $354,631 at 6%; with 50% employer match about $354,631 at 4% or $236,421 at 6%; with 100% employer match about $265,973 at 4% or $177,315 at 6%.
201218$4,486,142$188,094$23,512iApproximate average salary by contribution assumption: employee only about $587,794 at 4% or $391,863 at 6%; with 50% employer match about $391,863 at 4% or $261,242 at 6%; with 100% employer match about $293,897 at 4% or $195,931 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-8$4,486,142$188,094$23,512iApproximate average salary by contribution assumption: employee only about $587,794 at 4% or $391,863 at 6%; with 50% employer match about $391,863 at 4% or $261,242 at 6%; with 100% employer match about $293,897 at 4% or $195,931 at 6%.
201118$3,738,381$213,671$26,709iApproximate average salary by contribution assumption: employee only about $667,722 at 4% or $445,148 at 6%; with 50% employer match about $445,148 at 4% or $296,765 at 6%; with 100% employer match about $333,861 at 4% or $222,574 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-8$3,738,381$213,671$26,709iApproximate average salary by contribution assumption: employee only about $667,722 at 4% or $445,148 at 6%; with 50% employer match about $445,148 at 4% or $296,765 at 6%; with 100% employer match about $333,861 at 4% or $222,574 at 6%.
201017$3,547,360$210,748$30,107iApproximate average salary by contribution assumption: employee only about $752,671 at 4% or $501,781 at 6%; with 50% employer match about $501,781 at 4% or $334,521 at 6%; with 100% employer match about $376,336 at 4% or $250,890 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-7$3,547,360$210,748$30,107iApproximate average salary by contribution assumption: employee only about $752,671 at 4% or $501,781 at 6%; with 50% employer match about $501,781 at 4% or $334,521 at 6%; with 100% employer match about $376,336 at 4% or $250,890 at 6%.
200918$3,155,124$95,168$11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,267 at 6%; with 50% employer match about $198,267 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-8$3,155,124$95,168$11,896iApproximate average salary by contribution assumption: employee only about $297,400 at 4% or $198,267 at 6%; with 50% employer match about $198,267 at 4% or $132,178 at 6%; with 100% employer match about $148,700 at 4% or $99,133 at 6%.
200810$2,523,741$129,669-
Welch, Bruun Green Profit Sharing Plan and Trust-0$2,523,741$129,669-
200719$0$0-
Welch, Bruun Green Profit Sharing Plan and Trust-9---
200618$3,044,911$122,551$15,319iApproximate average salary by contribution assumption: employee only about $382,972 at 4% or $255,315 at 6%; with 50% employer match about $255,315 at 4% or $170,210 at 6%; with 100% employer match about $191,486 at 4% or $127,657 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-8$3,044,911$122,551$15,319iApproximate average salary by contribution assumption: employee only about $382,972 at 4% or $255,315 at 6%; with 50% employer match about $255,315 at 4% or $170,210 at 6%; with 100% employer match about $191,486 at 4% or $127,657 at 6%.
2005111$3,597,207$119,269$10,843iApproximate average salary by contribution assumption: employee only about $271,066 at 4% or $180,711 at 6%; with 50% employer match about $180,711 at 4% or $120,474 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-11$3,597,207$119,269$10,843iApproximate average salary by contribution assumption: employee only about $271,066 at 4% or $180,711 at 6%; with 50% employer match about $180,711 at 4% or $120,474 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.
2004111$3,365,907$120,484$10,953iApproximate average salary by contribution assumption: employee only about $273,827 at 4% or $182,552 at 6%; with 50% employer match about $182,552 at 4% or $121,701 at 6%; with 100% employer match about $136,914 at 4% or $91,276 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-11$3,365,907$120,484$10,953iApproximate average salary by contribution assumption: employee only about $273,827 at 4% or $182,552 at 6%; with 50% employer match about $182,552 at 4% or $121,701 at 6%; with 100% employer match about $136,914 at 4% or $91,276 at 6%.
2003110$3,045,850$95,191$9,519iApproximate average salary by contribution assumption: employee only about $237,978 at 4% or $158,652 at 6%; with 50% employer match about $158,652 at 4% or $105,768 at 6%; with 100% employer match about $118,989 at 4% or $79,326 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-10$3,045,850$95,191$9,519iApproximate average salary by contribution assumption: employee only about $237,978 at 4% or $158,652 at 6%; with 50% employer match about $158,652 at 4% or $105,768 at 6%; with 100% employer match about $118,989 at 4% or $79,326 at 6%.
2002110$2,411,647$81,686$8,169iApproximate average salary by contribution assumption: employee only about $204,215 at 4% or $136,143 at 6%; with 50% employer match about $136,143 at 4% or $90,762 at 6%; with 100% employer match about $102,108 at 4% or $68,072 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-10$2,411,647$81,686$8,169iApproximate average salary by contribution assumption: employee only about $204,215 at 4% or $136,143 at 6%; with 50% employer match about $136,143 at 4% or $90,762 at 6%; with 100% employer match about $102,108 at 4% or $68,072 at 6%.
2001111$0$0-
Welch, Bruun Green Profit Sharing Plan and Trust-11---
2000110$3,035,481$78,606$7,861iApproximate average salary by contribution assumption: employee only about $196,515 at 4% or $131,010 at 6%; with 50% employer match about $131,010 at 4% or $87,340 at 6%; with 100% employer match about $98,258 at 4% or $65,505 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-10$3,035,481$78,606$7,861iApproximate average salary by contribution assumption: employee only about $196,515 at 4% or $131,010 at 6%; with 50% employer match about $131,010 at 4% or $87,340 at 6%; with 100% employer match about $98,258 at 4% or $65,505 at 6%.
1999110$3,183,448$68,452$6,845iApproximate average salary by contribution assumption: employee only about $171,130 at 4% or $114,087 at 6%; with 50% employer match about $114,087 at 4% or $76,058 at 6%; with 100% employer match about $85,565 at 4% or $57,043 at 6%.
Welch, Bruun Green Profit Sharing Plan and Trust-10$3,183,448$68,452$6,845iApproximate average salary by contribution assumption: employee only about $171,130 at 4% or $114,087 at 6%; with 50% employer match about $114,087 at 4% or $76,058 at 6%; with 100% employer match about $85,565 at 4% or $57,043 at 6%.