Civic Intelligence

Carefree Property Management Inc.

Plan context: Carefree Property Management Retirement Plan

EIN 93-0823067 • Portland, OR • 25 filings • 5 plans

8925 SW Beaverton-hillsdale Hwy.Portland, OR 97225
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$506,127

2023 Contributions

$45,397

Historical Graphs

Total Assets Over Time

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

$555,333$277,667$0199920112022YearValue
$506,127Latest year 2022

Participants Over Time

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

740199920112022YearValue
5Latest year 2022

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
202310$0$0-
Carefree Property Management Retirement Plan-0$0--
202215$506,127$45,397$9,079iApproximate average salary by contribution assumption: employee only about $226,985 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%.
Carefree Property Management Retirement Plan-5$506,127$45,397$9,079iApproximate average salary by contribution assumption: employee only about $226,985 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%.
202115$555,333$56,533$11,307iApproximate average salary by contribution assumption: employee only about $282,665 at 4% or $188,443 at 6%; with 50% employer match about $188,443 at 4% or $125,629 at 6%; with 100% employer match about $141,333 at 4% or $94,222 at 6%.
Carefree Property Management Retirement Plan-5$555,333$56,533$11,307iApproximate average salary by contribution assumption: employee only about $282,665 at 4% or $188,443 at 6%; with 50% employer match about $188,443 at 4% or $125,629 at 6%; with 100% employer match about $141,333 at 4% or $94,222 at 6%.
202015$467,226$29,369$5,874iApproximate average salary by contribution assumption: employee only about $146,845 at 4% or $97,897 at 6%; with 50% employer match about $97,897 at 4% or $65,264 at 6%; with 100% employer match about $73,423 at 4% or $48,948 at 6%.
Carefree Property Management Retirement Plan-5$467,226$29,369$5,874iApproximate average salary by contribution assumption: employee only about $146,845 at 4% or $97,897 at 6%; with 50% employer match about $97,897 at 4% or $65,264 at 6%; with 100% employer match about $73,423 at 4% or $48,948 at 6%.
201915$373,220$37,689$7,538iApproximate average salary by contribution assumption: employee only about $188,445 at 4% or $125,630 at 6%; with 50% employer match about $125,630 at 4% or $83,753 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%.
Carefree Property Management Retirement Plan-5$373,220$37,689$7,538iApproximate average salary by contribution assumption: employee only about $188,445 at 4% or $125,630 at 6%; with 50% employer match about $125,630 at 4% or $83,753 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%.
201815$322,325$16,658$3,332iApproximate average salary by contribution assumption: employee only about $83,290 at 4% or $55,527 at 6%; with 50% employer match about $55,527 at 4% or $37,018 at 6%; with 100% employer match about $41,645 at 4% or $27,763 at 6%.
Carefree Property Management Retirement Plan-5$322,325$16,658$3,332iApproximate average salary by contribution assumption: employee only about $83,290 at 4% or $55,527 at 6%; with 50% employer match about $55,527 at 4% or $37,018 at 6%; with 100% employer match about $41,645 at 4% or $27,763 at 6%.
201715$331,281$16,554$3,311iApproximate average salary by contribution assumption: employee only about $82,770 at 4% or $55,180 at 6%; with 50% employer match about $55,180 at 4% or $36,787 at 6%; with 100% employer match about $41,385 at 4% or $27,590 at 6%.
Carefree Property Management Retirement Plan-5$331,281$16,554$3,311iApproximate average salary by contribution assumption: employee only about $82,770 at 4% or $55,180 at 6%; with 50% employer match about $55,180 at 4% or $36,787 at 6%; with 100% employer match about $41,385 at 4% or $27,590 at 6%.
201615$277,389$16,554$3,311iApproximate average salary by contribution assumption: employee only about $82,770 at 4% or $55,180 at 6%; with 50% employer match about $55,180 at 4% or $36,787 at 6%; with 100% employer match about $41,385 at 4% or $27,590 at 6%.
Carefree Property Management Retirement Plan-5$277,389$16,554$3,311iApproximate average salary by contribution assumption: employee only about $82,770 at 4% or $55,180 at 6%; with 50% employer match about $55,180 at 4% or $36,787 at 6%; with 100% employer match about $41,385 at 4% or $27,590 at 6%.
201516$243,576$16,554$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
Carefree Property Management Retirement Plan-6$243,576$16,554$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
201416$234,454$16,554$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
Carefree Property Management Retirement Plan-6$234,454$16,554$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
201316$208,303$17,594$2,932iApproximate average salary by contribution assumption: employee only about $73,308 at 4% or $48,872 at 6%; with 50% employer match about $48,872 at 4% or $32,581 at 6%; with 100% employer match about $36,654 at 4% or $24,436 at 6%.
Carefree Property Management Retirement Plan-6$208,303$17,594$2,932iApproximate average salary by contribution assumption: employee only about $73,308 at 4% or $48,872 at 6%; with 50% employer match about $48,872 at 4% or $32,581 at 6%; with 100% employer match about $36,654 at 4% or $24,436 at 6%.
201216$161,766$17,094$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
Carefree Property Management Retirement Plan-6$161,766$17,094$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
201116$131,325$16,727$2,788iApproximate average salary by contribution assumption: employee only about $69,696 at 4% or $46,464 at 6%; with 50% employer match about $46,464 at 4% or $30,976 at 6%; with 100% employer match about $34,848 at 4% or $23,232 at 6%.
Carefree Property Management Retirement Plan-6$131,325$16,727$2,788iApproximate average salary by contribution assumption: employee only about $69,696 at 4% or $46,464 at 6%; with 50% employer match about $46,464 at 4% or $30,976 at 6%; with 100% employer match about $34,848 at 4% or $23,232 at 6%.
201016$120,780$18,345$3,058iApproximate average salary by contribution assumption: employee only about $76,438 at 4% or $50,958 at 6%; with 50% employer match about $50,958 at 4% or $33,972 at 6%; with 100% employer match about $38,219 at 4% or $25,479 at 6%.
Carefree Property Management Retirement Plan-6$120,780$18,345$3,058iApproximate average salary by contribution assumption: employee only about $76,438 at 4% or $50,958 at 6%; with 50% employer match about $50,958 at 4% or $33,972 at 6%; with 100% employer match about $38,219 at 4% or $25,479 at 6%.
200917$128,953$12,493$1,785iApproximate average salary by contribution assumption: employee only about $44,618 at 4% or $29,745 at 6%; with 50% employer match about $29,745 at 4% or $19,830 at 6%; with 100% employer match about $22,309 at 4% or $14,873 at 6%.
Carefree Property Management Retirement Plan-7$128,953$12,493$1,785iApproximate average salary by contribution assumption: employee only about $44,618 at 4% or $29,745 at 6%; with 50% employer match about $29,745 at 4% or $19,830 at 6%; with 100% employer match about $22,309 at 4% or $14,873 at 6%.
200815$102,430$17,011$3,402iApproximate average salary by contribution assumption: employee only about $85,055 at 4% or $56,703 at 6%; with 50% employer match about $56,703 at 4% or $37,802 at 6%; with 100% employer match about $42,528 at 4% or $28,352 at 6%.
Carefree Property Management Retirement Plan-5$102,430$17,011$3,402iApproximate average salary by contribution assumption: employee only about $85,055 at 4% or $56,703 at 6%; with 50% employer match about $56,703 at 4% or $37,802 at 6%; with 100% employer match about $42,528 at 4% or $28,352 at 6%.
200716$133,036$19,991$3,332iApproximate average salary by contribution assumption: employee only about $83,296 at 4% or $55,531 at 6%; with 50% employer match about $55,531 at 4% or $37,020 at 6%; with 100% employer match about $41,648 at 4% or $27,765 at 6%.
Carefree Property Management Retirement Plan-6$133,036$19,991$3,332iApproximate average salary by contribution assumption: employee only about $83,296 at 4% or $55,531 at 6%; with 50% employer match about $55,531 at 4% or $37,020 at 6%; with 100% employer match about $41,648 at 4% or $27,765 at 6%.
200615$106,189$15,682$3,136iApproximate average salary by contribution assumption: employee only about $78,410 at 4% or $52,273 at 6%; with 50% employer match about $52,273 at 4% or $34,849 at 6%; with 100% employer match about $39,205 at 4% or $26,137 at 6%.
Carefree Property Management Retirement Plan-5$106,189$15,682$3,136iApproximate average salary by contribution assumption: employee only about $78,410 at 4% or $52,273 at 6%; with 50% employer match about $52,273 at 4% or $34,849 at 6%; with 100% employer match about $39,205 at 4% or $26,137 at 6%.
200515$82,253$14,797$2,959iApproximate average salary by contribution assumption: employee only about $73,985 at 4% or $49,323 at 6%; with 50% employer match about $49,323 at 4% or $32,882 at 6%; with 100% employer match about $36,993 at 4% or $24,662 at 6%.
Carefree Property Management Retirement Plan-5$82,253$14,797$2,959iApproximate average salary by contribution assumption: employee only about $73,985 at 4% or $49,323 at 6%; with 50% employer match about $49,323 at 4% or $32,882 at 6%; with 100% employer match about $36,993 at 4% or $24,662 at 6%.
200415$64,202$7,527$1,505iApproximate average salary by contribution assumption: employee only about $37,635 at 4% or $25,090 at 6%; with 50% employer match about $25,090 at 4% or $16,727 at 6%; with 100% employer match about $18,818 at 4% or $12,545 at 6%.
Carefree Property Management Retirement Plan-5$64,202$7,527$1,505iApproximate average salary by contribution assumption: employee only about $37,635 at 4% or $25,090 at 6%; with 50% employer match about $25,090 at 4% or $16,727 at 6%; with 100% employer match about $18,818 at 4% or $12,545 at 6%.
200315$54,409$11,650$2,330iApproximate average salary by contribution assumption: employee only about $58,250 at 4% or $38,833 at 6%; with 50% employer match about $38,833 at 4% or $25,889 at 6%; with 100% employer match about $29,125 at 4% or $19,417 at 6%.
Carefree Property Management Retirement Plan-5$54,409$11,650$2,330iApproximate average salary by contribution assumption: employee only about $58,250 at 4% or $38,833 at 6%; with 50% employer match about $38,833 at 4% or $25,889 at 6%; with 100% employer match about $29,125 at 4% or $19,417 at 6%.
200215$35,681$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Carefree Property Management Retirement Plan-5$35,681$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200116$0$0-
Carefree Property Management Retirement Plan-6---
200013$25,666$18,568$6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%.
Carefree Property Management Retirement Plan-3$25,666$18,568$6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%.
199914$9,181$9,181$2,295iApproximate average salary by contribution assumption: employee only about $57,381 at 4% or $38,254 at 6%; with 50% employer match about $38,254 at 4% or $25,503 at 6%; with 100% employer match about $28,691 at 4% or $19,127 at 6%.
Carefree Property Management Retirement Plan-4$9,181$9,181$2,295iApproximate average salary by contribution assumption: employee only about $57,381 at 4% or $38,254 at 6%; with 50% employer match about $38,254 at 4% or $25,503 at 6%; with 100% employer match about $28,691 at 4% or $19,127 at 6%.