Civic Intelligence

Peter F. Stoloff PC. Profit Sharing Plan and Trust

Plan context: Peter F. Stoloff PC. Profit Sharing Plan and Trust

EIN 93-0790923 • Lake Oswego, OR • 30 filings • 11 plans

5285 Meadows Rd Ste 235Lake Oswego, OR 97035-5291
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$33,337,576

2024 Contributions

$84,600

Historical Graphs

Total Assets Over Time

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

$33,337,576$16,668,788$0199920132024YearValue
$33,337,576Latest year 2024

Participants Over Time

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

210199920122024YearValue
2Latest 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
202412$33,337,576$84,600$42,300iApproximate average salary by contribution assumption: employee only about $1,057,500 at 4% or $705,000 at 6%; with 50% employer match about $705,000 at 4% or $470,000 at 6%; with 100% employer match about $528,750 at 4% or $352,500 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$33,337,576$84,600$42,300iApproximate average salary by contribution assumption: employee only about $1,057,500 at 4% or $705,000 at 6%; with 50% employer match about $705,000 at 4% or $470,000 at 6%; with 100% employer match about $528,750 at 4% or $352,500 at 6%.
202312$26,569,442$81,600$40,800iApproximate average salary by contribution assumption: employee only about $1,020,000 at 4% or $680,000 at 6%; with 50% employer match about $680,000 at 4% or $453,333 at 6%; with 100% employer match about $510,000 at 4% or $340,000 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$26,569,442$81,600$40,800iApproximate average salary by contribution assumption: employee only about $1,020,000 at 4% or $680,000 at 6%; with 50% employer match about $680,000 at 4% or $453,333 at 6%; with 100% employer match about $510,000 at 4% or $340,000 at 6%.
202212$15,286,905$76,480$38,240iApproximate average salary by contribution assumption: employee only about $956,000 at 4% or $637,333 at 6%; with 50% employer match about $637,333 at 4% or $424,889 at 6%; with 100% employer match about $478,000 at 4% or $318,667 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$15,286,905$76,480$38,240iApproximate average salary by contribution assumption: employee only about $956,000 at 4% or $637,333 at 6%; with 50% employer match about $637,333 at 4% or $424,889 at 6%; with 100% employer match about $478,000 at 4% or $318,667 at 6%.
202112$24,000,325$72,880$36,440iApproximate average salary by contribution assumption: employee only about $911,000 at 4% or $607,333 at 6%; with 50% employer match about $607,333 at 4% or $404,889 at 6%; with 100% employer match about $455,500 at 4% or $303,667 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$24,000,325$72,880$36,440iApproximate average salary by contribution assumption: employee only about $911,000 at 4% or $607,333 at 6%; with 50% employer match about $607,333 at 4% or $404,889 at 6%; with 100% employer match about $455,500 at 4% or $303,667 at 6%.
202012$17,132,577$71,580$35,790iApproximate average salary by contribution assumption: employee only about $894,750 at 4% or $596,500 at 6%; with 50% employer match about $596,500 at 4% or $397,667 at 6%; with 100% employer match about $447,375 at 4% or $298,250 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$17,132,577$71,580$35,790iApproximate average salary by contribution assumption: employee only about $894,750 at 4% or $596,500 at 6%; with 50% employer match about $596,500 at 4% or $397,667 at 6%; with 100% employer match about $447,375 at 4% or $298,250 at 6%.
201912$12,067,736$70,580$35,290iApproximate average salary by contribution assumption: employee only about $882,250 at 4% or $588,167 at 6%; with 50% employer match about $588,167 at 4% or $392,111 at 6%; with 100% employer match about $441,125 at 4% or $294,083 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$12,067,736$70,580$35,290iApproximate average salary by contribution assumption: employee only about $882,250 at 4% or $588,167 at 6%; with 50% employer match about $588,167 at 4% or $392,111 at 6%; with 100% employer match about $441,125 at 4% or $294,083 at 6%.
201812$7,780,071$69,400$34,700iApproximate average salary by contribution assumption: employee only about $867,500 at 4% or $578,333 at 6%; with 50% employer match about $578,333 at 4% or $385,556 at 6%; with 100% employer match about $433,750 at 4% or $289,167 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$7,780,071$69,400$34,700iApproximate average salary by contribution assumption: employee only about $867,500 at 4% or $578,333 at 6%; with 50% employer match about $578,333 at 4% or $385,556 at 6%; with 100% employer match about $433,750 at 4% or $289,167 at 6%.
201712$7,762,774$68,400$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$7,762,774$68,400$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.
201612$5,393,960$67,400$33,700iApproximate average salary by contribution assumption: employee only about $842,500 at 4% or $561,667 at 6%; with 50% employer match about $561,667 at 4% or $374,444 at 6%; with 100% employer match about $421,250 at 4% or $280,833 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$5,393,960$67,400$33,700iApproximate average salary by contribution assumption: employee only about $842,500 at 4% or $561,667 at 6%; with 50% employer match about $561,667 at 4% or $374,444 at 6%; with 100% employer match about $421,250 at 4% or $280,833 at 6%.
201512$4,638,102$66,400$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$4,638,102$66,400$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
201412$3,913,606$65,200$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$3,913,606$65,200$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
201312$3,462,095$63,400$31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$3,462,095$63,400$31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%.
201212$2,621,993$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,621,993$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201112$2,595,684$59,766$29,883iApproximate average salary by contribution assumption: employee only about $747,075 at 4% or $498,050 at 6%; with 50% employer match about $498,050 at 4% or $332,033 at 6%; with 100% employer match about $373,538 at 4% or $249,025 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,595,684$59,766$29,883iApproximate average salary by contribution assumption: employee only about $747,075 at 4% or $498,050 at 6%; with 50% employer match about $498,050 at 4% or $332,033 at 6%; with 100% employer match about $373,538 at 4% or $249,025 at 6%.
201012$2,884,287$59,095$29,548iApproximate average salary by contribution assumption: employee only about $738,688 at 4% or $492,458 at 6%; with 50% employer match about $492,458 at 4% or $328,306 at 6%; with 100% employer match about $369,344 at 4% or $246,229 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,884,287$59,095$29,548iApproximate average salary by contribution assumption: employee only about $738,688 at 4% or $492,458 at 6%; with 50% employer match about $492,458 at 4% or $328,306 at 6%; with 100% employer match about $369,344 at 4% or $246,229 at 6%.
200912$2,676,199$59,042$29,521iApproximate average salary by contribution assumption: employee only about $738,025 at 4% or $492,017 at 6%; with 50% employer match about $492,017 at 4% or $328,011 at 6%; with 100% employer match about $369,013 at 4% or $246,008 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,676,199$59,042$29,521iApproximate average salary by contribution assumption: employee only about $738,025 at 4% or $492,017 at 6%; with 50% employer match about $492,017 at 4% or $328,011 at 6%; with 100% employer match about $369,013 at 4% or $246,008 at 6%.
200812$1,897,302$55,722$27,861iApproximate average salary by contribution assumption: employee only about $696,525 at 4% or $464,350 at 6%; with 50% employer match about $464,350 at 4% or $309,567 at 6%; with 100% employer match about $348,263 at 4% or $232,175 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$1,897,302$55,722$27,861iApproximate average salary by contribution assumption: employee only about $696,525 at 4% or $464,350 at 6%; with 50% employer match about $464,350 at 4% or $309,567 at 6%; with 100% employer match about $348,263 at 4% or $232,175 at 6%.
200712$0$0-
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2---
200612$2,638,490$53,001$26,501iApproximate average salary by contribution assumption: employee only about $662,513 at 4% or $441,675 at 6%; with 50% employer match about $441,675 at 4% or $294,450 at 6%; with 100% employer match about $331,256 at 4% or $220,838 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,638,490$53,001$26,501iApproximate average salary by contribution assumption: employee only about $662,513 at 4% or $441,675 at 6%; with 50% employer match about $441,675 at 4% or $294,450 at 6%; with 100% employer match about $331,256 at 4% or $220,838 at 6%.
200512$2,266,087$50,360$25,180iApproximate average salary by contribution assumption: employee only about $629,500 at 4% or $419,667 at 6%; with 50% employer match about $419,667 at 4% or $279,778 at 6%; with 100% employer match about $314,750 at 4% or $209,833 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,266,087$50,360$25,180iApproximate average salary by contribution assumption: employee only about $629,500 at 4% or $419,667 at 6%; with 50% employer match about $419,667 at 4% or $279,778 at 6%; with 100% employer match about $314,750 at 4% or $209,833 at 6%.
200412$2,150,836$49,075$24,538iApproximate average salary by contribution assumption: employee only about $613,438 at 4% or $408,958 at 6%; with 50% employer match about $408,958 at 4% or $272,639 at 6%; with 100% employer match about $306,719 at 4% or $204,479 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,150,836$49,075$24,538iApproximate average salary by contribution assumption: employee only about $613,438 at 4% or $408,958 at 6%; with 50% employer match about $408,958 at 4% or $272,639 at 6%; with 100% employer match about $306,719 at 4% or $204,479 at 6%.
200312$1,929,695$48,978$24,489iApproximate average salary by contribution assumption: employee only about $612,225 at 4% or $408,150 at 6%; with 50% employer match about $408,150 at 4% or $272,100 at 6%; with 100% employer match about $306,113 at 4% or $204,075 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$1,929,695$48,978$24,489iApproximate average salary by contribution assumption: employee only about $612,225 at 4% or $408,150 at 6%; with 50% employer match about $408,150 at 4% or $272,100 at 6%; with 100% employer match about $306,113 at 4% or $204,075 at 6%.
200222$1,083,087$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$1,083,087$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Peter F Stoloff PC Noner Purchase Pension Plan and Trust-0-$16,000-
200122$0$0-
Peter F Stoloff PC Noner Purchase Pension Plan and Trust-2---
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2---
200022$2,205,283$39,104$19,552iApproximate average salary by contribution assumption: employee only about $488,800 at 4% or $325,867 at 6%; with 50% employer match about $325,867 at 4% or $217,244 at 6%; with 100% employer match about $244,400 at 4% or $162,933 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$1,323,170$23,462$11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%.
Peter F Stoloff PC Noner Purchase Pension Plan and Trust-2$882,113$15,642$7,821iApproximate average salary by contribution assumption: employee only about $195,525 at 4% or $130,350 at 6%; with 50% employer match about $130,350 at 4% or $86,900 at 6%; with 100% employer match about $97,763 at 4% or $65,175 at 6%.
199922$4,096,073$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Peter F. Stoloff PC. Profit Sharing Plan and Trust-2$2,457,644$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Peter F Stoloff PC Noner Purchase Pension Plan and Trust-2$1,638,429$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.