Civic Intelligence

Foster, Purdy, Allan, Peterson & Dahlin LLP

Plan context: Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust

EIN 93-0748977 • Medford, OR • 26 filings • 4 plans

3521 East Barnett Rd.Medford, OR 97504-8306
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,955,368

2024 Contributions

$237,316

Historical Graphs

Total Assets Over Time

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

$5,955,368$2,977,684$0199920142024YearValue
$5,955,368Latest year 2024

Participants Over Time

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

19100199920122024YearValue
13Latest 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
2024113$5,955,368$237,316$18,255iApproximate average salary by contribution assumption: employee only about $456,377 at 4% or $304,251 at 6%; with 50% employer match about $304,251 at 4% or $202,834 at 6%; with 100% employer match about $228,188 at 4% or $152,126 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-13$5,955,368$237,316$18,255iApproximate average salary by contribution assumption: employee only about $456,377 at 4% or $304,251 at 6%; with 50% employer match about $304,251 at 4% or $202,834 at 6%; with 100% employer match about $228,188 at 4% or $152,126 at 6%.
2023114$5,608,799$257,546$18,396iApproximate average salary by contribution assumption: employee only about $459,904 at 4% or $306,602 at 6%; with 50% employer match about $306,602 at 4% or $204,402 at 6%; with 100% employer match about $229,952 at 4% or $153,301 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-14$5,608,799$257,546$18,396iApproximate average salary by contribution assumption: employee only about $459,904 at 4% or $306,602 at 6%; with 50% employer match about $306,602 at 4% or $204,402 at 6%; with 100% employer match about $229,952 at 4% or $153,301 at 6%.
2022115$4,984,451$235,564$15,704iApproximate average salary by contribution assumption: employee only about $392,607 at 4% or $261,738 at 6%; with 50% employer match about $261,738 at 4% or $174,492 at 6%; with 100% employer match about $196,303 at 4% or $130,869 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$4,984,451$235,564$15,704iApproximate average salary by contribution assumption: employee only about $392,607 at 4% or $261,738 at 6%; with 50% employer match about $261,738 at 4% or $174,492 at 6%; with 100% employer match about $196,303 at 4% or $130,869 at 6%.
2021114$5,462,694$215,911$15,422iApproximate average salary by contribution assumption: employee only about $385,555 at 4% or $257,037 at 6%; with 50% employer match about $257,037 at 4% or $171,358 at 6%; with 100% employer match about $192,778 at 4% or $128,518 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-14$5,462,694$215,911$15,422iApproximate average salary by contribution assumption: employee only about $385,555 at 4% or $257,037 at 6%; with 50% employer match about $257,037 at 4% or $171,358 at 6%; with 100% employer match about $192,778 at 4% or $128,518 at 6%.
2020115$4,847,079$196,931$13,129iApproximate average salary by contribution assumption: employee only about $328,218 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,875 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$4,847,079$196,931$13,129iApproximate average salary by contribution assumption: employee only about $328,218 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,875 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
2019115$4,182,039$186,126$12,408iApproximate average salary by contribution assumption: employee only about $310,210 at 4% or $206,807 at 6%; with 50% employer match about $206,807 at 4% or $137,871 at 6%; with 100% employer match about $155,105 at 4% or $103,403 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$4,182,039$186,126$12,408iApproximate average salary by contribution assumption: employee only about $310,210 at 4% or $206,807 at 6%; with 50% employer match about $206,807 at 4% or $137,871 at 6%; with 100% employer match about $155,105 at 4% or $103,403 at 6%.
2018115$3,645,083$166,466$11,098iApproximate average salary by contribution assumption: employee only about $277,443 at 4% or $184,962 at 6%; with 50% employer match about $184,962 at 4% or $123,308 at 6%; with 100% employer match about $138,722 at 4% or $92,481 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$3,645,083$166,466$11,098iApproximate average salary by contribution assumption: employee only about $277,443 at 4% or $184,962 at 6%; with 50% employer match about $184,962 at 4% or $123,308 at 6%; with 100% employer match about $138,722 at 4% or $92,481 at 6%.
2017117$3,831,911$178,392$10,494iApproximate average salary by contribution assumption: employee only about $262,341 at 4% or $174,894 at 6%; with 50% employer match about $174,894 at 4% or $116,596 at 6%; with 100% employer match about $131,171 at 4% or $87,447 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17$3,831,911$178,392$10,494iApproximate average salary by contribution assumption: employee only about $262,341 at 4% or $174,894 at 6%; with 50% employer match about $174,894 at 4% or $116,596 at 6%; with 100% employer match about $131,171 at 4% or $87,447 at 6%.
2016116$3,428,468$156,232$9,765iApproximate average salary by contribution assumption: employee only about $244,113 at 4% or $162,742 at 6%; with 50% employer match about $162,742 at 4% or $108,494 at 6%; with 100% employer match about $122,056 at 4% or $81,371 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$3,428,468$156,232$9,765iApproximate average salary by contribution assumption: employee only about $244,113 at 4% or $162,742 at 6%; with 50% employer match about $162,742 at 4% or $108,494 at 6%; with 100% employer match about $122,056 at 4% or $81,371 at 6%.
2015117$3,195,869$154,391$9,082iApproximate average salary by contribution assumption: employee only about $227,046 at 4% or $151,364 at 6%; with 50% employer match about $151,364 at 4% or $100,909 at 6%; with 100% employer match about $113,523 at 4% or $75,682 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17$3,195,869$154,391$9,082iApproximate average salary by contribution assumption: employee only about $227,046 at 4% or $151,364 at 6%; with 50% employer match about $151,364 at 4% or $100,909 at 6%; with 100% employer match about $113,523 at 4% or $75,682 at 6%.
2014117$3,417,795$172,963$10,174iApproximate average salary by contribution assumption: employee only about $254,357 at 4% or $169,572 at 6%; with 50% employer match about $169,572 at 4% or $113,048 at 6%; with 100% employer match about $127,179 at 4% or $84,786 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17$3,417,795$172,963$10,174iApproximate average salary by contribution assumption: employee only about $254,357 at 4% or $169,572 at 6%; with 50% employer match about $169,572 at 4% or $113,048 at 6%; with 100% employer match about $127,179 at 4% or $84,786 at 6%.
2013116$3,621,462$146,959$9,185iApproximate average salary by contribution assumption: employee only about $229,623 at 4% or $153,082 at 6%; with 50% employer match about $153,082 at 4% or $102,055 at 6%; with 100% employer match about $114,812 at 4% or $76,541 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$3,621,462$146,959$9,185iApproximate average salary by contribution assumption: employee only about $229,623 at 4% or $153,082 at 6%; with 50% employer match about $153,082 at 4% or $102,055 at 6%; with 100% employer match about $114,812 at 4% or $76,541 at 6%.
2012119$2,890,607$135,014$7,106iApproximate average salary by contribution assumption: employee only about $177,650 at 4% or $118,433 at 6%; with 50% employer match about $118,433 at 4% or $78,956 at 6%; with 100% employer match about $88,825 at 4% or $59,217 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-19$2,890,607$135,014$7,106iApproximate average salary by contribution assumption: employee only about $177,650 at 4% or $118,433 at 6%; with 50% employer match about $118,433 at 4% or $78,956 at 6%; with 100% employer match about $88,825 at 4% or $59,217 at 6%.
2011116$2,676,171$131,107$8,194iApproximate average salary by contribution assumption: employee only about $204,855 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,427 at 4% or $68,285 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$2,676,171$131,107$8,194iApproximate average salary by contribution assumption: employee only about $204,855 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,427 at 4% or $68,285 at 6%.
2010116$3,073,566$318,908$19,932iApproximate average salary by contribution assumption: employee only about $498,294 at 4% or $332,196 at 6%; with 50% employer match about $332,196 at 4% or $221,464 at 6%; with 100% employer match about $249,147 at 4% or $166,098 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$3,073,566$318,908$19,932iApproximate average salary by contribution assumption: employee only about $498,294 at 4% or $332,196 at 6%; with 50% employer match about $332,196 at 4% or $221,464 at 6%; with 100% employer match about $249,147 at 4% or $166,098 at 6%.
2009117$3,077,296$167,962$9,880iApproximate average salary by contribution assumption: employee only about $247,003 at 4% or $164,669 at 6%; with 50% employer match about $164,669 at 4% or $109,779 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17$3,077,296$167,962$9,880iApproximate average salary by contribution assumption: employee only about $247,003 at 4% or $164,669 at 6%; with 50% employer match about $164,669 at 4% or $109,779 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
2008117$0$0-
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17---
2007116$0$0-
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16---
2006116$2,826,012$165,855$10,366iApproximate average salary by contribution assumption: employee only about $259,148 at 4% or $172,766 at 6%; with 50% employer match about $172,766 at 4% or $115,177 at 6%; with 100% employer match about $129,574 at 4% or $86,383 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$2,826,012$165,855$10,366iApproximate average salary by contribution assumption: employee only about $259,148 at 4% or $172,766 at 6%; with 50% employer match about $172,766 at 4% or $115,177 at 6%; with 100% employer match about $129,574 at 4% or $86,383 at 6%.
2005117$2,457,809$166,195$9,776iApproximate average salary by contribution assumption: employee only about $244,404 at 4% or $162,936 at 6%; with 50% employer match about $162,936 at 4% or $108,624 at 6%; with 100% employer match about $122,202 at 4% or $81,468 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-17$2,457,809$166,195$9,776iApproximate average salary by contribution assumption: employee only about $244,404 at 4% or $162,936 at 6%; with 50% employer match about $162,936 at 4% or $108,624 at 6%; with 100% employer match about $122,202 at 4% or $81,468 at 6%.
2004115$2,537,260$166,133$11,076iApproximate average salary by contribution assumption: employee only about $276,888 at 4% or $184,592 at 6%; with 50% employer match about $184,592 at 4% or $123,061 at 6%; with 100% employer match about $138,444 at 4% or $92,296 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$2,537,260$166,133$11,076iApproximate average salary by contribution assumption: employee only about $276,888 at 4% or $184,592 at 6%; with 50% employer match about $184,592 at 4% or $123,061 at 6%; with 100% employer match about $138,444 at 4% or $92,296 at 6%.
2003116$2,417,918$140,696$8,794iApproximate average salary by contribution assumption: employee only about $219,838 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,706 at 6%; with 100% employer match about $109,919 at 4% or $73,279 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16$2,417,918$140,696$8,794iApproximate average salary by contribution assumption: employee only about $219,838 at 4% or $146,558 at 6%; with 50% employer match about $146,558 at 4% or $97,706 at 6%; with 100% employer match about $109,919 at 4% or $73,279 at 6%.
2002115$0$0-
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15---
2001115$0$0-
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15---
2000116$0$0-
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-16---
1999115$2,304,746$97,762$6,517iApproximate average salary by contribution assumption: employee only about $162,937 at 4% or $108,624 at 6%; with 50% employer match about $108,624 at 4% or $72,416 at 6%; with 100% employer match about $81,468 at 4% or $54,312 at 6%.
Foster, Purdy, Allan, Peterson & Dahlin LLP 401K Profit Sharing Plan & Trust-15$2,304,746$97,762$6,517iApproximate average salary by contribution assumption: employee only about $162,937 at 4% or $108,624 at 6%; with 50% employer match about $108,624 at 4% or $72,416 at 6%; with 100% employer match about $81,468 at 4% or $54,312 at 6%.