Civic Intelligence

The Conifer Group Inc.

Plan context: The Conifer Group Inc. 401(K) Plan

EIN 93-0801743 • Portland, OR • 21 filings • 5 plans

3140 SE Hawthorne BlvdPortland, OR 97214-4123
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$741,969

2025 Contributions

$50,557

Historical Graphs

Total Assets Over Time

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

$741,969$370,985$0200520152025YearValue
$741,969Latest year 2025

Participants Over Time

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

630200520152025YearValue
2Latest year 2025

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
202512$741,969$50,557$25,279iApproximate average salary by contribution assumption: employee only about $631,963 at 4% or $421,308 at 6%; with 50% employer match about $421,308 at 4% or $280,872 at 6%; with 100% employer match about $315,981 at 4% or $210,654 at 6%.
The Conifer Group Inc. 401(K) Plan-2$741,969$50,557$25,279iApproximate average salary by contribution assumption: employee only about $631,963 at 4% or $421,308 at 6%; with 50% employer match about $421,308 at 4% or $280,872 at 6%; with 100% employer match about $315,981 at 4% or $210,654 at 6%.
202412$568,545$49,321$24,661iApproximate average salary by contribution assumption: employee only about $616,513 at 4% or $411,008 at 6%; with 50% employer match about $411,008 at 4% or $274,006 at 6%; with 100% employer match about $308,256 at 4% or $205,504 at 6%.
The Conifer Group Inc. 401(K) Plan-2$568,545$49,321$24,661iApproximate average salary by contribution assumption: employee only about $616,513 at 4% or $411,008 at 6%; with 50% employer match about $411,008 at 4% or $274,006 at 6%; with 100% employer match about $308,256 at 4% or $205,504 at 6%.
202312$456,721$49,126$24,563iApproximate average salary by contribution assumption: employee only about $614,075 at 4% or $409,383 at 6%; with 50% employer match about $409,383 at 4% or $272,922 at 6%; with 100% employer match about $307,038 at 4% or $204,692 at 6%.
The Conifer Group Inc. 401(K) Plan-2$456,721$49,126$24,563iApproximate average salary by contribution assumption: employee only about $614,075 at 4% or $409,383 at 6%; with 50% employer match about $409,383 at 4% or $272,922 at 6%; with 100% employer match about $307,038 at 4% or $204,692 at 6%.
202213$370,942$35,450$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,944 at 6%; with 50% employer match about $196,944 at 4% or $131,296 at 6%; with 100% employer match about $147,708 at 4% or $98,472 at 6%.
The Conifer Group Inc. 401(K) Plan-3$370,942$35,450$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,944 at 6%; with 50% employer match about $196,944 at 4% or $131,296 at 6%; with 100% employer match about $147,708 at 4% or $98,472 at 6%.
202113$415,328$25,118$8,373iApproximate average salary by contribution assumption: employee only about $209,317 at 4% or $139,544 at 6%; with 50% employer match about $139,544 at 4% or $93,030 at 6%; with 100% employer match about $104,658 at 4% or $69,772 at 6%.
The Conifer Group Inc. 401(K) Plan-3$415,328$25,118$8,373iApproximate average salary by contribution assumption: employee only about $209,317 at 4% or $139,544 at 6%; with 50% employer match about $139,544 at 4% or $93,030 at 6%; with 100% employer match about $104,658 at 4% or $69,772 at 6%.
202014$374,173$23,868$5,967iApproximate average salary by contribution assumption: employee only about $149,175 at 4% or $99,450 at 6%; with 50% employer match about $99,450 at 4% or $66,300 at 6%; with 100% employer match about $74,588 at 4% or $49,725 at 6%.
The Conifer Group Inc. 401(K) Plan-4$374,173$23,868$5,967iApproximate average salary by contribution assumption: employee only about $149,175 at 4% or $99,450 at 6%; with 50% employer match about $99,450 at 4% or $66,300 at 6%; with 100% employer match about $74,588 at 4% or $49,725 at 6%.
201914$296,227$24,777$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.
The Conifer Group Inc. 401(K) Plan-4$296,227$24,777$6,194iApproximate average salary by contribution assumption: employee only about $154,856 at 4% or $103,238 at 6%; with 50% employer match about $103,238 at 4% or $68,825 at 6%; with 100% employer match about $77,428 at 4% or $51,619 at 6%.
201814$215,866$30,366$7,592iApproximate average salary by contribution assumption: employee only about $189,788 at 4% or $126,525 at 6%; with 50% employer match about $126,525 at 4% or $84,350 at 6%; with 100% employer match about $94,894 at 4% or $63,263 at 6%.
The Conifer Group Inc. 401(K) Plan-4$215,866$30,366$7,592iApproximate average salary by contribution assumption: employee only about $189,788 at 4% or $126,525 at 6%; with 50% employer match about $126,525 at 4% or $84,350 at 6%; with 100% employer match about $94,894 at 4% or $63,263 at 6%.
201714$202,800$28,498$7,125iApproximate average salary by contribution assumption: employee only about $178,113 at 4% or $118,742 at 6%; with 50% employer match about $118,742 at 4% or $79,161 at 6%; with 100% employer match about $89,056 at 4% or $59,371 at 6%.
The Conifer Group Inc. 401(K) Plan-4$202,800$28,498$7,125iApproximate average salary by contribution assumption: employee only about $178,113 at 4% or $118,742 at 6%; with 50% employer match about $118,742 at 4% or $79,161 at 6%; with 100% employer match about $89,056 at 4% or $59,371 at 6%.
201614$144,877$15,113$3,778iApproximate average salary by contribution assumption: employee only about $94,456 at 4% or $62,971 at 6%; with 50% employer match about $62,971 at 4% or $41,981 at 6%; with 100% employer match about $47,228 at 4% or $31,485 at 6%.
The Conifer Group Inc. 401(K) Plan-4$144,877$15,113$3,778iApproximate average salary by contribution assumption: employee only about $94,456 at 4% or $62,971 at 6%; with 50% employer match about $62,971 at 4% or $41,981 at 6%; with 100% employer match about $47,228 at 4% or $31,485 at 6%.
201514$119,806$14,750$3,688iApproximate average salary by contribution assumption: employee only about $92,188 at 4% or $61,458 at 6%; with 50% employer match about $61,458 at 4% or $40,972 at 6%; with 100% employer match about $46,094 at 4% or $30,729 at 6%.
The Conifer Group Inc. 401(K) Plan-4$119,806$14,750$3,688iApproximate average salary by contribution assumption: employee only about $92,188 at 4% or $61,458 at 6%; with 50% employer match about $61,458 at 4% or $40,972 at 6%; with 100% employer match about $46,094 at 4% or $30,729 at 6%.
201415$106,767$14,851$2,970iApproximate average salary by contribution assumption: employee only about $74,255 at 4% or $49,503 at 6%; with 50% employer match about $49,503 at 4% or $33,002 at 6%; with 100% employer match about $37,128 at 4% or $24,752 at 6%.
The Conifer Group Inc. 401(K) Plan-5$106,767$14,851$2,970iApproximate average salary by contribution assumption: employee only about $74,255 at 4% or $49,503 at 6%; with 50% employer match about $49,503 at 4% or $33,002 at 6%; with 100% employer match about $37,128 at 4% or $24,752 at 6%.
201313$87,106$8,431$2,810iApproximate average salary by contribution assumption: employee only about $70,258 at 4% or $46,839 at 6%; with 50% employer match about $46,839 at 4% or $31,226 at 6%; with 100% employer match about $35,129 at 4% or $23,419 at 6%.
The Conifer Group Inc. 401(K) Plan-3$87,106$8,431$2,810iApproximate average salary by contribution assumption: employee only about $70,258 at 4% or $46,839 at 6%; with 50% employer match about $46,839 at 4% or $31,226 at 6%; with 100% employer match about $35,129 at 4% or $23,419 at 6%.
201213$69,564$7,164$2,388iApproximate average salary by contribution assumption: employee only about $59,700 at 4% or $39,800 at 6%; with 50% employer match about $39,800 at 4% or $26,533 at 6%; with 100% employer match about $29,850 at 4% or $19,900 at 6%.
The Conifer Group Inc. 401(K) Plan-3$69,564$7,164$2,388iApproximate average salary by contribution assumption: employee only about $59,700 at 4% or $39,800 at 6%; with 50% employer match about $39,800 at 4% or $26,533 at 6%; with 100% employer match about $29,850 at 4% or $19,900 at 6%.
201113$58,232$5,798$1,933iApproximate average salary by contribution assumption: employee only about $48,317 at 4% or $32,211 at 6%; with 50% employer match about $32,211 at 4% or $21,474 at 6%; with 100% employer match about $24,158 at 4% or $16,106 at 6%.
The Conifer Group Inc. 401(K) Plan-3$58,232$5,798$1,933iApproximate average salary by contribution assumption: employee only about $48,317 at 4% or $32,211 at 6%; with 50% employer match about $32,211 at 4% or $21,474 at 6%; with 100% employer match about $24,158 at 4% or $16,106 at 6%.
201013$53,044$5,755$1,918iApproximate average salary by contribution assumption: employee only about $47,958 at 4% or $31,972 at 6%; with 50% employer match about $31,972 at 4% or $21,315 at 6%; with 100% employer match about $23,979 at 4% or $15,986 at 6%.
The Conifer Group Inc. 401(K) Plan-3$53,044$5,755$1,918iApproximate average salary by contribution assumption: employee only about $47,958 at 4% or $31,972 at 6%; with 50% employer match about $31,972 at 4% or $21,315 at 6%; with 100% employer match about $23,979 at 4% or $15,986 at 6%.
200914$44,152$7,994$1,999iApproximate average salary by contribution assumption: employee only about $49,963 at 4% or $33,308 at 6%; with 50% employer match about $33,308 at 4% or $22,206 at 6%; with 100% employer match about $24,981 at 4% or $16,654 at 6%.
The Conifer Group Inc. 401(K) Plan-4$44,152$7,994$1,999iApproximate average salary by contribution assumption: employee only about $49,963 at 4% or $33,308 at 6%; with 50% employer match about $33,308 at 4% or $22,206 at 6%; with 100% employer match about $24,981 at 4% or $16,654 at 6%.
200814$26,278$8,166$2,042iApproximate average salary by contribution assumption: employee only about $51,038 at 4% or $34,025 at 6%; with 50% employer match about $34,025 at 4% or $22,683 at 6%; with 100% employer match about $25,519 at 4% or $17,013 at 6%.
The Conifer Group Inc. 401(K) Plan-4$26,278$8,166$2,042iApproximate average salary by contribution assumption: employee only about $51,038 at 4% or $34,025 at 6%; with 50% employer match about $34,025 at 4% or $22,683 at 6%; with 100% employer match about $25,519 at 4% or $17,013 at 6%.
200714$28,198$6,768$1,692iApproximate average salary by contribution assumption: employee only about $42,300 at 4% or $28,200 at 6%; with 50% employer match about $28,200 at 4% or $18,800 at 6%; with 100% employer match about $21,150 at 4% or $14,100 at 6%.
The Conifer Group Inc. 401(K) Plan-4$28,198$6,768$1,692iApproximate average salary by contribution assumption: employee only about $42,300 at 4% or $28,200 at 6%; with 50% employer match about $28,200 at 4% or $18,800 at 6%; with 100% employer match about $21,150 at 4% or $14,100 at 6%.
200616$19,178$8,826$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
The Conifer Group Inc. 401(K) Plan-6$19,178$8,826$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
200515$8,333$11,521$2,304iApproximate average salary by contribution assumption: employee only about $57,605 at 4% or $38,403 at 6%; with 50% employer match about $38,403 at 4% or $25,602 at 6%; with 100% employer match about $28,802 at 4% or $19,202 at 6%.
The Conifer Group Inc. 401(K) Plan-5$8,333$11,521$2,304iApproximate average salary by contribution assumption: employee only about $57,605 at 4% or $38,403 at 6%; with 50% employer match about $38,403 at 4% or $25,602 at 6%; with 100% employer match about $28,802 at 4% or $19,202 at 6%.