Civic Intelligence

Doug Menely Insurance

Plan context: Doug Menely Insurance 401(K) Plan

EIN 93-0727444 • Portland, OR • 20 filings • 4 plans

5121 SE 36th Ave.Portland, OR 97202
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$414,952

2020 Contributions

$21,818

Historical Graphs

Total Assets Over Time

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

$1,091,869$545,935$0200020102019YearValue
$414,952Latest year 2019

Participants Over Time

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

320200020102019YearValue
2Latest year 2019

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
202010$0$21,818-
Doug Menely Insurance 401(K) Plan-0$0$21,818-
201912$414,952$20,947$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
Doug Menely Insurance 401(K) Plan-2$414,952$20,947$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,558 at 6%; with 50% employer match about $174,558 at 4% or $116,372 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
201812$343,569$18,765$9,383iApproximate average salary by contribution assumption: employee only about $234,563 at 4% or $156,375 at 6%; with 50% employer match about $156,375 at 4% or $104,250 at 6%; with 100% employer match about $117,281 at 4% or $78,188 at 6%.
Doug Menely Insurance 401(K) Plan-2$343,569$18,765$9,383iApproximate average salary by contribution assumption: employee only about $234,563 at 4% or $156,375 at 6%; with 50% employer match about $156,375 at 4% or $104,250 at 6%; with 100% employer match about $117,281 at 4% or $78,188 at 6%.
201712$335,494$17,691$8,846iApproximate average salary by contribution assumption: employee only about $221,138 at 4% or $147,425 at 6%; with 50% employer match about $147,425 at 4% or $98,283 at 6%; with 100% employer match about $110,569 at 4% or $73,713 at 6%.
Doug Menely Insurance 401(K) Plan-2$335,494$17,691$8,846iApproximate average salary by contribution assumption: employee only about $221,138 at 4% or $147,425 at 6%; with 50% employer match about $147,425 at 4% or $98,283 at 6%; with 100% employer match about $110,569 at 4% or $73,713 at 6%.
201612$274,774$16,137$8,069iApproximate average salary by contribution assumption: employee only about $201,713 at 4% or $134,475 at 6%; with 50% employer match about $134,475 at 4% or $89,650 at 6%; with 100% employer match about $100,856 at 4% or $67,238 at 6%.
Doug Menely Insurance 401(K) Plan-2$274,774$16,137$8,069iApproximate average salary by contribution assumption: employee only about $201,713 at 4% or $134,475 at 6%; with 50% employer match about $134,475 at 4% or $89,650 at 6%; with 100% employer match about $100,856 at 4% or $67,238 at 6%.
201512$244,553$13,289$6,645iApproximate average salary by contribution assumption: employee only about $166,113 at 4% or $110,742 at 6%; with 50% employer match about $110,742 at 4% or $73,828 at 6%; with 100% employer match about $83,056 at 4% or $55,371 at 6%.
Doug Menely Insurance 401(K) Plan-2$244,553$13,289$6,645iApproximate average salary by contribution assumption: employee only about $166,113 at 4% or $110,742 at 6%; with 50% employer match about $110,742 at 4% or $73,828 at 6%; with 100% employer match about $83,056 at 4% or $55,371 at 6%.
201412$232,822$52,246$26,123iApproximate average salary by contribution assumption: employee only about $653,075 at 4% or $435,383 at 6%; with 50% employer match about $435,383 at 4% or $290,256 at 6%; with 100% employer match about $326,538 at 4% or $217,692 at 6%.
Doug Menely Insurance 401(K) Plan-2$232,822$52,246$26,123iApproximate average salary by contribution assumption: employee only about $653,075 at 4% or $435,383 at 6%; with 50% employer match about $435,383 at 4% or $290,256 at 6%; with 100% employer match about $326,538 at 4% or $217,692 at 6%.
201312$1,091,869$62,224$31,112iApproximate average salary by contribution assumption: employee only about $777,800 at 4% or $518,533 at 6%; with 50% employer match about $518,533 at 4% or $345,689 at 6%; with 100% employer match about $388,900 at 4% or $259,267 at 6%.
Doug Menely Insurance 401(K) Plan-2$1,091,869$62,224$31,112iApproximate average salary by contribution assumption: employee only about $777,800 at 4% or $518,533 at 6%; with 50% employer match about $518,533 at 4% or $345,689 at 6%; with 100% employer match about $388,900 at 4% or $259,267 at 6%.
201213$944,619$60,274$20,091iApproximate average salary by contribution assumption: employee only about $502,283 at 4% or $334,856 at 6%; with 50% employer match about $334,856 at 4% or $223,237 at 6%; with 100% employer match about $251,142 at 4% or $167,428 at 6%.
Doug Menely Insurance 401(K) Plan-3$944,619$60,274$20,091iApproximate average salary by contribution assumption: employee only about $502,283 at 4% or $334,856 at 6%; with 50% employer match about $334,856 at 4% or $223,237 at 6%; with 100% employer match about $251,142 at 4% or $167,428 at 6%.
201112$837,127$58,272$29,136iApproximate average salary by contribution assumption: employee only about $728,400 at 4% or $485,600 at 6%; with 50% employer match about $485,600 at 4% or $323,733 at 6%; with 100% employer match about $364,200 at 4% or $242,800 at 6%.
Doug Menely Insurance 401(K) Plan-2$837,127$58,272$29,136iApproximate average salary by contribution assumption: employee only about $728,400 at 4% or $485,600 at 6%; with 50% employer match about $485,600 at 4% or $323,733 at 6%; with 100% employer match about $364,200 at 4% or $242,800 at 6%.
201012$740,015$56,682$28,341iApproximate average salary by contribution assumption: employee only about $708,525 at 4% or $472,350 at 6%; with 50% employer match about $472,350 at 4% or $314,900 at 6%; with 100% employer match about $354,263 at 4% or $236,175 at 6%.
Doug Menely Insurance 401(K) Plan-2$740,015$56,682$28,341iApproximate average salary by contribution assumption: employee only about $708,525 at 4% or $472,350 at 6%; with 50% employer match about $472,350 at 4% or $314,900 at 6%; with 100% employer match about $354,263 at 4% or $236,175 at 6%.
200913$656,343$57,908$19,303iApproximate average salary by contribution assumption: employee only about $482,567 at 4% or $321,711 at 6%; with 50% employer match about $321,711 at 4% or $214,474 at 6%; with 100% employer match about $241,283 at 4% or $160,856 at 6%.
Doug Menely Insurance 401(K) Plan-3$656,343$57,908$19,303iApproximate average salary by contribution assumption: employee only about $482,567 at 4% or $321,711 at 6%; with 50% employer match about $321,711 at 4% or $214,474 at 6%; with 100% employer match about $241,283 at 4% or $160,856 at 6%.
200813$607,062$69,637$23,212iApproximate average salary by contribution assumption: employee only about $580,308 at 4% or $386,872 at 6%; with 50% employer match about $386,872 at 4% or $257,915 at 6%; with 100% employer match about $290,154 at 4% or $193,436 at 6%.
Doug Menely Insurance 401(K) Plan-3$607,062$69,637$23,212iApproximate average salary by contribution assumption: employee only about $580,308 at 4% or $386,872 at 6%; with 50% employer match about $386,872 at 4% or $257,915 at 6%; with 100% employer match about $290,154 at 4% or $193,436 at 6%.
200713$545,995$69,454$23,151iApproximate average salary by contribution assumption: employee only about $578,783 at 4% or $385,856 at 6%; with 50% employer match about $385,856 at 4% or $257,237 at 6%; with 100% employer match about $289,392 at 4% or $192,928 at 6%.
Doug Menely Insurance 401(K) Plan-3$545,995$69,454$23,151iApproximate average salary by contribution assumption: employee only about $578,783 at 4% or $385,856 at 6%; with 50% employer match about $385,856 at 4% or $257,237 at 6%; with 100% employer match about $289,392 at 4% or $192,928 at 6%.
200613$428,908$47,985$15,995iApproximate average salary by contribution assumption: employee only about $399,875 at 4% or $266,583 at 6%; with 50% employer match about $266,583 at 4% or $177,722 at 6%; with 100% employer match about $199,938 at 4% or $133,292 at 6%.
Doug Menely Insurance 401(K) Plan-3$428,908$47,985$15,995iApproximate average salary by contribution assumption: employee only about $399,875 at 4% or $266,583 at 6%; with 50% employer match about $266,583 at 4% or $177,722 at 6%; with 100% employer match about $199,938 at 4% or $133,292 at 6%.
200513$304,848$49,001$16,334iApproximate average salary by contribution assumption: employee only about $408,342 at 4% or $272,228 at 6%; with 50% employer match about $272,228 at 4% or $181,485 at 6%; with 100% employer match about $204,171 at 4% or $136,114 at 6%.
Doug Menely Insurance 401(K) Plan-3$304,848$49,001$16,334iApproximate average salary by contribution assumption: employee only about $408,342 at 4% or $272,228 at 6%; with 50% employer match about $272,228 at 4% or $181,485 at 6%; with 100% employer match about $204,171 at 4% or $136,114 at 6%.
200413$251,017$50,073$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
Doug Menely Insurance 401(K) Plan-3$251,017$50,073$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
200312$159,224$47,166$23,583iApproximate average salary by contribution assumption: employee only about $589,575 at 4% or $393,050 at 6%; with 50% employer match about $393,050 at 4% or $262,033 at 6%; with 100% employer match about $294,788 at 4% or $196,525 at 6%.
Doug Menely Insurance 401(K) Plan-2$159,224$47,166$23,583iApproximate average salary by contribution assumption: employee only about $589,575 at 4% or $393,050 at 6%; with 50% employer match about $393,050 at 4% or $262,033 at 6%; with 100% employer match about $294,788 at 4% or $196,525 at 6%.
200212$118,965$40,130$20,065iApproximate average salary by contribution assumption: employee only about $501,625 at 4% or $334,417 at 6%; with 50% employer match about $334,417 at 4% or $222,944 at 6%; with 100% employer match about $250,813 at 4% or $167,208 at 6%.
Doug Menely Insurance 401(K) Plan-2$118,965$40,130$20,065iApproximate average salary by contribution assumption: employee only about $501,625 at 4% or $334,417 at 6%; with 50% employer match about $334,417 at 4% or $222,944 at 6%; with 100% employer match about $250,813 at 4% or $167,208 at 6%.
200012$54,883$18,075$9,038iApproximate average salary by contribution assumption: employee only about $225,938 at 4% or $150,625 at 6%; with 50% employer match about $150,625 at 4% or $100,417 at 6%; with 100% employer match about $112,969 at 4% or $75,313 at 6%.
Doug Menely Insurance 401(K) Plan-2$54,883$18,075$9,038iApproximate average salary by contribution assumption: employee only about $225,938 at 4% or $150,625 at 6%; with 50% employer match about $150,625 at 4% or $100,417 at 6%; with 100% employer match about $112,969 at 4% or $75,313 at 6%.