Porth & Unrein
Plan context: Porth & Unrein 401(K) Profit Sharing & Savings Plan
EIN 93-0775226 • Salem, OR • 28 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,575,425
2024 Contributions
$152,372
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $2,575,425 | $152,372 | $8,963iApproximate average salary by contribution assumption: employee only about $224,076 at 4% or $149,384 at 6%; with 50% employer match about $149,384 at 4% or $99,590 at 6%; with 100% employer match about $112,038 at 4% or $74,692 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 17 | $2,575,425 | $152,372 | $8,963iApproximate average salary by contribution assumption: employee only about $224,076 at 4% or $149,384 at 6%; with 50% employer match about $149,384 at 4% or $99,590 at 6%; with 100% employer match about $112,038 at 4% or $74,692 at 6%. |
| 2023 | 1 | 17 | $2,146,778 | $170,472 | $10,028iApproximate average salary by contribution assumption: employee only about $250,694 at 4% or $167,129 at 6%; with 50% employer match about $167,129 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 17 | $2,146,778 | $170,472 | $10,028iApproximate average salary by contribution assumption: employee only about $250,694 at 4% or $167,129 at 6%; with 50% employer match about $167,129 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%. |
| 2022 | 1 | 17 | $1,997,860 | $136,627 | $8,037iApproximate average salary by contribution assumption: employee only about $200,922 at 4% or $133,948 at 6%; with 50% employer match about $133,948 at 4% or $89,299 at 6%; with 100% employer match about $100,461 at 4% or $66,974 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 17 | $1,997,860 | $136,627 | $8,037iApproximate average salary by contribution assumption: employee only about $200,922 at 4% or $133,948 at 6%; with 50% employer match about $133,948 at 4% or $89,299 at 6%; with 100% employer match about $100,461 at 4% or $66,974 at 6%. |
| 2021 | 1 | 16 | $2,221,496 | $107,139 | $6,696iApproximate average salary by contribution assumption: employee only about $167,405 at 4% or $111,603 at 6%; with 50% employer match about $111,603 at 4% or $74,402 at 6%; with 100% employer match about $83,702 at 4% or $55,802 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 16 | $2,221,496 | $107,139 | $6,696iApproximate average salary by contribution assumption: employee only about $167,405 at 4% or $111,603 at 6%; with 50% employer match about $111,603 at 4% or $74,402 at 6%; with 100% employer match about $83,702 at 4% or $55,802 at 6%. |
| 2020 | 1 | 15 | $1,870,871 | $104,714 | $6,981iApproximate average salary by contribution assumption: employee only about $174,523 at 4% or $116,349 at 6%; with 50% employer match about $116,349 at 4% or $77,566 at 6%; with 100% employer match about $87,262 at 4% or $58,174 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 15 | $1,870,871 | $104,714 | $6,981iApproximate average salary by contribution assumption: employee only about $174,523 at 4% or $116,349 at 6%; with 50% employer match about $116,349 at 4% or $77,566 at 6%; with 100% employer match about $87,262 at 4% or $58,174 at 6%. |
| 2019 | 1 | 12 | $1,545,837 | $86,255 | $7,188iApproximate average salary by contribution assumption: employee only about $179,698 at 4% or $119,799 at 6%; with 50% employer match about $119,799 at 4% or $79,866 at 6%; with 100% employer match about $89,849 at 4% or $59,899 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 12 | $1,545,837 | $86,255 | $7,188iApproximate average salary by contribution assumption: employee only about $179,698 at 4% or $119,799 at 6%; with 50% employer match about $119,799 at 4% or $79,866 at 6%; with 100% employer match about $89,849 at 4% or $59,899 at 6%. |
| 2018 | 1 | 11 | $1,236,623 | $74,214 | $6,747iApproximate average salary by contribution assumption: employee only about $168,668 at 4% or $112,445 at 6%; with 50% employer match about $112,445 at 4% or $74,964 at 6%; with 100% employer match about $84,334 at 4% or $56,223 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 11 | $1,236,623 | $74,214 | $6,747iApproximate average salary by contribution assumption: employee only about $168,668 at 4% or $112,445 at 6%; with 50% employer match about $112,445 at 4% or $74,964 at 6%; with 100% employer match about $84,334 at 4% or $56,223 at 6%. |
| 2017 | 1 | 11 | $1,281,998 | $77,444 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,005 at 4% or $58,670 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 11 | $1,281,998 | $77,444 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,005 at 4% or $58,670 at 6%. |
| 2016 | 1 | 11 | $1,043,655 | $83,428 | $7,584iApproximate average salary by contribution assumption: employee only about $189,609 at 4% or $126,406 at 6%; with 50% employer match about $126,406 at 4% or $84,271 at 6%; with 100% employer match about $94,805 at 4% or $63,203 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 11 | $1,043,655 | $83,428 | $7,584iApproximate average salary by contribution assumption: employee only about $189,609 at 4% or $126,406 at 6%; with 50% employer match about $126,406 at 4% or $84,271 at 6%; with 100% employer match about $94,805 at 4% or $63,203 at 6%. |
| 2015 | 1 | 8 | $951,091 | $66,898 | $8,362iApproximate average salary by contribution assumption: employee only about $209,056 at 4% or $139,371 at 6%; with 50% employer match about $139,371 at 4% or $92,914 at 6%; with 100% employer match about $104,528 at 4% or $69,685 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 8 | $951,091 | $66,898 | $8,362iApproximate average salary by contribution assumption: employee only about $209,056 at 4% or $139,371 at 6%; with 50% employer match about $139,371 at 4% or $92,914 at 6%; with 100% employer match about $104,528 at 4% or $69,685 at 6%. |
| 2014 | 1 | 8 | $897,309 | $66,114 | $8,264iApproximate average salary by contribution assumption: employee only about $206,606 at 4% or $137,738 at 6%; with 50% employer match about $137,738 at 4% or $91,825 at 6%; with 100% employer match about $103,303 at 4% or $68,869 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 8 | $897,309 | $66,114 | $8,264iApproximate average salary by contribution assumption: employee only about $206,606 at 4% or $137,738 at 6%; with 50% employer match about $137,738 at 4% or $91,825 at 6%; with 100% employer match about $103,303 at 4% or $68,869 at 6%. |
| 2013 | 1 | 9 | $1,196,112 | $64,749 | $7,194iApproximate average salary by contribution assumption: employee only about $179,858 at 4% or $119,906 at 6%; with 50% employer match about $119,906 at 4% or $79,937 at 6%; with 100% employer match about $89,929 at 4% or $59,953 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 9 | $1,196,112 | $64,749 | $7,194iApproximate average salary by contribution assumption: employee only about $179,858 at 4% or $119,906 at 6%; with 50% employer match about $119,906 at 4% or $79,937 at 6%; with 100% employer match about $89,929 at 4% or $59,953 at 6%. |
| 2012 | 1 | 9 | $979,023 | $60,418 | $6,713iApproximate average salary by contribution assumption: employee only about $167,828 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,914 at 4% or $55,943 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 9 | $979,023 | $60,418 | $6,713iApproximate average salary by contribution assumption: employee only about $167,828 at 4% or $111,885 at 6%; with 50% employer match about $111,885 at 4% or $74,590 at 6%; with 100% employer match about $83,914 at 4% or $55,943 at 6%. |
| 2011 | 1 | 9 | $819,344 | $45,884 | $5,098iApproximate average salary by contribution assumption: employee only about $127,456 at 4% or $84,970 at 6%; with 50% employer match about $84,970 at 4% or $56,647 at 6%; with 100% employer match about $63,728 at 4% or $42,485 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 9 | $819,344 | $45,884 | $5,098iApproximate average salary by contribution assumption: employee only about $127,456 at 4% or $84,970 at 6%; with 50% employer match about $84,970 at 4% or $56,647 at 6%; with 100% employer match about $63,728 at 4% or $42,485 at 6%. |
| 2010 | 1 | 8 | $774,826 | $46,674 | $5,834iApproximate average salary by contribution assumption: employee only about $145,856 at 4% or $97,238 at 6%; with 50% employer match about $97,238 at 4% or $64,825 at 6%; with 100% employer match about $72,928 at 4% or $48,619 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 8 | $774,826 | $46,674 | $5,834iApproximate average salary by contribution assumption: employee only about $145,856 at 4% or $97,238 at 6%; with 50% employer match about $97,238 at 4% or $64,825 at 6%; with 100% employer match about $72,928 at 4% or $48,619 at 6%. |
| 2009 | 1 | 7 | $668,005 | $74,446 | $10,635iApproximate average salary by contribution assumption: employee only about $265,879 at 4% or $177,252 at 6%; with 50% employer match about $177,252 at 4% or $118,168 at 6%; with 100% employer match about $132,939 at 4% or $88,626 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 7 | $668,005 | $74,446 | $10,635iApproximate average salary by contribution assumption: employee only about $265,879 at 4% or $177,252 at 6%; with 50% employer match about $177,252 at 4% or $118,168 at 6%; with 100% employer match about $132,939 at 4% or $88,626 at 6%. |
| 2008 | 1 | 6 | $487,984 | $67,323 | $11,221iApproximate average salary by contribution assumption: employee only about $280,513 at 4% or $187,008 at 6%; with 50% employer match about $187,008 at 4% or $124,672 at 6%; with 100% employer match about $140,256 at 4% or $93,504 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 6 | $487,984 | $67,323 | $11,221iApproximate average salary by contribution assumption: employee only about $280,513 at 4% or $187,008 at 6%; with 50% employer match about $187,008 at 4% or $124,672 at 6%; with 100% employer match about $140,256 at 4% or $93,504 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 7 | - | - | - |
| 2006 | 1 | 5 | $507,687 | $62,201 | $12,440iApproximate average salary by contribution assumption: employee only about $311,005 at 4% or $207,337 at 6%; with 50% employer match about $207,337 at 4% or $138,224 at 6%; with 100% employer match about $155,503 at 4% or $103,668 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 5 | $507,687 | $62,201 | $12,440iApproximate average salary by contribution assumption: employee only about $311,005 at 4% or $207,337 at 6%; with 50% employer match about $207,337 at 4% or $138,224 at 6%; with 100% employer match about $155,503 at 4% or $103,668 at 6%. |
| 2005 | 1 | 5 | $380,083 | $48,020 | $9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 5 | $380,083 | $48,020 | $9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%. |
| 2004 | 1 | 6 | $321,823 | $44,619 | $7,437iApproximate average salary by contribution assumption: employee only about $185,913 at 4% or $123,942 at 6%; with 50% employer match about $123,942 at 4% or $82,628 at 6%; with 100% employer match about $92,956 at 4% or $61,971 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 6 | $321,823 | $44,619 | $7,437iApproximate average salary by contribution assumption: employee only about $185,913 at 4% or $123,942 at 6%; with 50% employer match about $123,942 at 4% or $82,628 at 6%; with 100% employer match about $92,956 at 4% or $61,971 at 6%. |
| 2003 | 1 | 5 | $246,193 | $38,645 | $7,729iApproximate average salary by contribution assumption: employee only about $193,225 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,408 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 5 | $246,193 | $38,645 | $7,729iApproximate average salary by contribution assumption: employee only about $193,225 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,408 at 6%. |
| 2002 | 2 | 6 | $167,575 | $46,039 | $7,673iApproximate average salary by contribution assumption: employee only about $191,829 at 4% or $127,886 at 6%; with 50% employer match about $127,886 at 4% or $85,257 at 6%; with 100% employer match about $95,915 at 4% or $63,943 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 6 | $167,575 | $46,039 | $7,673iApproximate average salary by contribution assumption: employee only about $191,829 at 4% or $127,886 at 6%; with 50% employer match about $127,886 at 4% or $85,257 at 6%; with 100% employer match about $95,915 at 4% or $63,943 at 6%. |
| MACKEY PORTH & CO. PROTOTYPE PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2001 | 2 | 5 | $171,874 | $63,543 | $12,709iApproximate average salary by contribution assumption: employee only about $317,715 at 4% or $211,810 at 6%; with 50% employer match about $211,810 at 4% or $141,207 at 6%; with 100% employer match about $158,858 at 4% or $105,905 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 5 | $171,874 | $63,543 | $12,709iApproximate average salary by contribution assumption: employee only about $317,715 at 4% or $211,810 at 6%; with 50% employer match about $211,810 at 4% or $141,207 at 6%; with 100% employer match about $158,858 at 4% or $105,905 at 6%. |
| MACKEY PORTH & CO. PROTOTYPE PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2000 | 2 | 11 | $225,276 | $99,108 | $9,010iApproximate average salary by contribution assumption: employee only about $225,245 at 4% or $150,164 at 6%; with 50% employer match about $150,164 at 4% or $100,109 at 6%; with 100% employer match about $112,623 at 4% or $75,082 at 6%. |
| Porth & Unrein 401(K) Profit Sharing & Savings Plan | - | 11 | $225,276 | $99,108 | $9,010iApproximate average salary by contribution assumption: employee only about $225,245 at 4% or $150,164 at 6%; with 50% employer match about $150,164 at 4% or $100,109 at 6%; with 100% employer match about $112,623 at 4% or $75,082 at 6%. |
| MACKEY PORTH & CO. PROTOTYPE PROFIT SHARING PLAN | - | 4 | - | - | - |