Civic Intelligence

Waldorf Association

Plan context: Waldorf Association of Portland 401K Profit Sharing Plan and Tru

EIN 93-0797531 • Milwaukie, OR • 19 filings • 7 plans

View Related Profile

2300 SE Harrison StMilwaukie, OR 97222
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$1,097,050

2024 Contributions

$122,400

Historical Graphs

Total Assets Over Time

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

$1,097,050$548,525$0200820162024YearValue
$1,097,050Latest year 2024

Participants Over Time

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

82410200520152024YearValue
46Latest 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
2024146$1,097,050$122,400$2,661iApproximate average salary by contribution assumption: employee only about $66,522 at 4% or $44,348 at 6%; with 50% employer match about $44,348 at 4% or $29,565 at 6%; with 100% employer match about $33,261 at 4% or $22,174 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-46$1,097,050$122,400$2,661iApproximate average salary by contribution assumption: employee only about $66,522 at 4% or $44,348 at 6%; with 50% employer match about $44,348 at 4% or $29,565 at 6%; with 100% employer match about $33,261 at 4% or $22,174 at 6%.
2023163$974,544$84,997$1,349iApproximate average salary by contribution assumption: employee only about $33,729 at 4% or $22,486 at 6%; with 50% employer match about $22,486 at 4% or $14,991 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-63$974,544$84,997$1,349iApproximate average salary by contribution assumption: employee only about $33,729 at 4% or $22,486 at 6%; with 50% employer match about $22,486 at 4% or $14,991 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
2022160$836,335$114,175$1,903iApproximate average salary by contribution assumption: employee only about $47,573 at 4% or $31,715 at 6%; with 50% employer match about $31,715 at 4% or $21,144 at 6%; with 100% employer match about $23,786 at 4% or $15,858 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-60$836,335$114,175$1,903iApproximate average salary by contribution assumption: employee only about $47,573 at 4% or $31,715 at 6%; with 50% employer match about $31,715 at 4% or $21,144 at 6%; with 100% employer match about $23,786 at 4% or $15,858 at 6%.
2021136$862,430$51,264$1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-36$862,430$51,264$1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%.
2020137$750,722$39,453$1,066iApproximate average salary by contribution assumption: employee only about $26,657 at 4% or $17,772 at 6%; with 50% employer match about $17,772 at 4% or $11,848 at 6%; with 100% employer match about $13,329 at 4% or $8,886 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-37$750,722$39,453$1,066iApproximate average salary by contribution assumption: employee only about $26,657 at 4% or $17,772 at 6%; with 50% employer match about $17,772 at 4% or $11,848 at 6%; with 100% employer match about $13,329 at 4% or $8,886 at 6%.
2019139$649,472$65,245$1,673iApproximate average salary by contribution assumption: employee only about $41,824 at 4% or $27,882 at 6%; with 50% employer match about $27,882 at 4% or $18,588 at 6%; with 100% employer match about $20,912 at 4% or $13,941 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-39$649,472$65,245$1,673iApproximate average salary by contribution assumption: employee only about $41,824 at 4% or $27,882 at 6%; with 50% employer match about $27,882 at 4% or $18,588 at 6%; with 100% employer match about $20,912 at 4% or $13,941 at 6%.
2018140$540,961$70,138$1,753iApproximate average salary by contribution assumption: employee only about $43,836 at 4% or $29,224 at 6%; with 50% employer match about $29,224 at 4% or $19,483 at 6%; with 100% employer match about $21,918 at 4% or $14,612 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-40$540,961$70,138$1,753iApproximate average salary by contribution assumption: employee only about $43,836 at 4% or $29,224 at 6%; with 50% employer match about $29,224 at 4% or $19,483 at 6%; with 100% employer match about $21,918 at 4% or $14,612 at 6%.
2017140$508,554$56,697$1,417iApproximate average salary by contribution assumption: employee only about $35,436 at 4% or $23,624 at 6%; with 50% employer match about $23,624 at 4% or $15,749 at 6%; with 100% employer match about $17,718 at 4% or $11,812 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-40$508,554$56,697$1,417iApproximate average salary by contribution assumption: employee only about $35,436 at 4% or $23,624 at 6%; with 50% employer match about $23,624 at 4% or $15,749 at 6%; with 100% employer match about $17,718 at 4% or $11,812 at 6%.
2016139$407,111$167,357$4,291iApproximate average salary by contribution assumption: employee only about $107,280 at 4% or $71,520 at 6%; with 50% employer match about $71,520 at 4% or $47,680 at 6%; with 100% employer match about $53,640 at 4% or $35,760 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-39$407,111$167,357$4,291iApproximate average salary by contribution assumption: employee only about $107,280 at 4% or $71,520 at 6%; with 50% employer match about $71,520 at 4% or $47,680 at 6%; with 100% employer match about $53,640 at 4% or $35,760 at 6%.
2015134$230,307$45,223$1,330iApproximate average salary by contribution assumption: employee only about $33,252 at 4% or $22,168 at 6%; with 50% employer match about $22,168 at 4% or $14,779 at 6%; with 100% employer match about $16,626 at 4% or $11,084 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-34$230,307$45,223$1,330iApproximate average salary by contribution assumption: employee only about $33,252 at 4% or $22,168 at 6%; with 50% employer match about $22,168 at 4% or $14,779 at 6%; with 100% employer match about $16,626 at 4% or $11,084 at 6%.
2014135$379,956$19,378$554iApproximate average salary by contribution assumption: employee only about $13,841 at 4% or $9,228 at 6%; with 50% employer match about $9,228 at 4% or $6,152 at 6%; with 100% employer match about $6,921 at 4% or $4,614 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-35$379,956$19,378$554iApproximate average salary by contribution assumption: employee only about $13,841 at 4% or $9,228 at 6%; with 50% employer match about $9,228 at 4% or $6,152 at 6%; with 100% employer match about $6,921 at 4% or $4,614 at 6%.
2013144$379,956$36,536$830iApproximate average salary by contribution assumption: employee only about $20,759 at 4% or $13,839 at 6%; with 50% employer match about $13,839 at 4% or $9,226 at 6%; with 100% employer match about $10,380 at 4% or $6,920 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-44$379,956$36,536$830iApproximate average salary by contribution assumption: employee only about $20,759 at 4% or $13,839 at 6%; with 50% employer match about $13,839 at 4% or $9,226 at 6%; with 100% employer match about $10,380 at 4% or $6,920 at 6%.
2012145$318,800$43,764$973iApproximate average salary by contribution assumption: employee only about $24,313 at 4% or $16,209 at 6%; with 50% employer match about $16,209 at 4% or $10,806 at 6%; with 100% employer match about $12,157 at 4% or $8,104 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-45$318,800$43,764$973iApproximate average salary by contribution assumption: employee only about $24,313 at 4% or $16,209 at 6%; with 50% employer match about $16,209 at 4% or $10,806 at 6%; with 100% employer match about $12,157 at 4% or $8,104 at 6%.
2011148$274,777$48,295$1,006iApproximate average salary by contribution assumption: employee only about $25,154 at 4% or $16,769 at 6%; with 50% employer match about $16,769 at 4% or $11,179 at 6%; with 100% employer match about $12,577 at 4% or $8,385 at 6%.
Waldorf Association of Portland 401K Profit Sharing Plan and Tru-48$274,777$48,295$1,006iApproximate average salary by contribution assumption: employee only about $25,154 at 4% or $16,769 at 6%; with 50% employer match about $16,769 at 4% or $11,179 at 6%; with 100% employer match about $12,577 at 4% or $8,385 at 6%.
2010182$232,492$48,839$596iApproximate average salary by contribution assumption: employee only about $14,890 at 4% or $9,927 at 6%; with 50% employer match about $9,927 at 4% or $6,618 at 6%; with 100% employer match about $7,445 at 4% or $4,963 at 6%.
WALDORF ASSOCIATION OF PORTLAN 401(K) PROFIT SHARING PLAN & TRUST-82$232,492$48,839$596iApproximate average salary by contribution assumption: employee only about $14,890 at 4% or $9,927 at 6%; with 50% employer match about $9,927 at 4% or $6,618 at 6%; with 100% employer match about $7,445 at 4% or $4,963 at 6%.
2009148$167,923$42,334$882iApproximate average salary by contribution assumption: employee only about $22,049 at 4% or $14,699 at 6%; with 50% employer match about $14,699 at 4% or $9,800 at 6%; with 100% employer match about $11,024 at 4% or $7,350 at 6%.
PORTLAND WALDORF SCHOOL 401(K) PLAN-48$167,923$42,334$882iApproximate average salary by contribution assumption: employee only about $22,049 at 4% or $14,699 at 6%; with 50% employer match about $14,699 at 4% or $9,800 at 6%; with 100% employer match about $11,024 at 4% or $7,350 at 6%.
2008146$99,305$78,613$1,709iApproximate average salary by contribution assumption: employee only about $42,724 at 4% or $28,483 at 6%; with 50% employer match about $28,483 at 4% or $18,989 at 6%; with 100% employer match about $21,362 at 4% or $14,241 at 6%.
PORTLAND WALDORF SCHOOL 401K PLAN-46$99,305$78,613$1,709iApproximate average salary by contribution assumption: employee only about $42,724 at 4% or $28,483 at 6%; with 50% employer match about $28,483 at 4% or $18,989 at 6%; with 100% employer match about $21,362 at 4% or $14,241 at 6%.
2007142$0$0-
PORTLAND WALDORF SCHOOL 401K PLAN-42---
200517$0$0-
403B TSA-7---