Civic Intelligence

Abilitree

Plan context: Abilitree 403(B) Plan

EIN 93-0823952 • Bend, OR • 11 filings • 1 plans

2680 NE Twin Knolls Dr Ste 15Bend, OR 97701
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$117,047

2024 Contributions

$5,250

Historical Graphs

Total Assets Over Time

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

$211,146$105,573$0201420192024YearValue
$117,047Latest year 2024

Participants Over Time

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

24120201420192024YearValue
5Latest 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
202415$117,047$0-
Abilitree 403(B) Plan-5$117,047--
202315$102,900$5,250$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
Abilitree 403(B) Plan-5$102,900$5,250$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
202216$82,798$16,125$2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%.
Abilitree 403(B) Plan-6$82,798$16,125$2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%.
202117$108,599$4,575$654iApproximate average salary by contribution assumption: employee only about $16,339 at 4% or $10,893 at 6%; with 50% employer match about $10,893 at 4% or $7,262 at 6%; with 100% employer match about $8,170 at 4% or $5,446 at 6%.
Abilitree 403(B) Plan-7$108,599$4,575$654iApproximate average salary by contribution assumption: employee only about $16,339 at 4% or $10,893 at 6%; with 50% employer match about $10,893 at 4% or $7,262 at 6%; with 100% employer match about $8,170 at 4% or $5,446 at 6%.
2020111$146,133$7,435$676iApproximate average salary by contribution assumption: employee only about $16,898 at 4% or $11,265 at 6%; with 50% employer match about $11,265 at 4% or $7,510 at 6%; with 100% employer match about $8,449 at 4% or $5,633 at 6%.
Abilitree 403(B) Plan-11$146,133$7,435$676iApproximate average salary by contribution assumption: employee only about $16,898 at 4% or $11,265 at 6%; with 50% employer match about $11,265 at 4% or $7,510 at 6%; with 100% employer match about $8,449 at 4% or $5,633 at 6%.
2019111$161,811$58,298$5,300iApproximate average salary by contribution assumption: employee only about $132,495 at 4% or $88,330 at 6%; with 50% employer match about $88,330 at 4% or $58,887 at 6%; with 100% employer match about $66,248 at 4% or $44,165 at 6%.
Abilitree 403(B) Plan-11$161,811$58,298$5,300iApproximate average salary by contribution assumption: employee only about $132,495 at 4% or $88,330 at 6%; with 50% employer match about $88,330 at 4% or $58,887 at 6%; with 100% employer match about $66,248 at 4% or $44,165 at 6%.
2018119$211,146$67,289$3,542iApproximate average salary by contribution assumption: employee only about $88,538 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,269 at 4% or $29,513 at 6%.
Abilitree 403(B) Plan-19$211,146$67,289$3,542iApproximate average salary by contribution assumption: employee only about $88,538 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,269 at 4% or $29,513 at 6%.
2017122$204,550$66,606$3,028iApproximate average salary by contribution assumption: employee only about $75,689 at 4% or $50,459 at 6%; with 50% employer match about $50,459 at 4% or $33,639 at 6%; with 100% employer match about $37,844 at 4% or $25,230 at 6%.
Abilitree 403(B) Plan-22$204,550$66,606$3,028iApproximate average salary by contribution assumption: employee only about $75,689 at 4% or $50,459 at 6%; with 50% employer match about $50,459 at 4% or $33,639 at 6%; with 100% employer match about $37,844 at 4% or $25,230 at 6%.
2016124$148,352$61,907$2,579iApproximate average salary by contribution assumption: employee only about $64,486 at 4% or $42,991 at 6%; with 50% employer match about $42,991 at 4% or $28,661 at 6%; with 100% employer match about $32,243 at 4% or $21,495 at 6%.
Abilitree 403(B) Plan-24$148,352$61,907$2,579iApproximate average salary by contribution assumption: employee only about $64,486 at 4% or $42,991 at 6%; with 50% employer match about $42,991 at 4% or $28,661 at 6%; with 100% employer match about $32,243 at 4% or $21,495 at 6%.
2015122$80,310$53,307$2,423iApproximate average salary by contribution assumption: employee only about $60,576 at 4% or $40,384 at 6%; with 50% employer match about $40,384 at 4% or $26,923 at 6%; with 100% employer match about $30,288 at 4% or $20,192 at 6%.
Abilitree 403(B) Plan-22$80,310$53,307$2,423iApproximate average salary by contribution assumption: employee only about $60,576 at 4% or $40,384 at 6%; with 50% employer match about $40,384 at 4% or $26,923 at 6%; with 100% employer match about $30,288 at 4% or $20,192 at 6%.
2014116$29,772$29,666$1,854iApproximate average salary by contribution assumption: employee only about $46,353 at 4% or $30,902 at 6%; with 50% employer match about $30,902 at 4% or $20,601 at 6%; with 100% employer match about $23,177 at 4% or $15,451 at 6%.
Abilitree 403(B) Plan-16$29,772$29,666$1,854iApproximate average salary by contribution assumption: employee only about $46,353 at 4% or $30,902 at 6%; with 50% employer match about $30,902 at 4% or $20,601 at 6%; with 100% employer match about $23,177 at 4% or $15,451 at 6%.