THE FRESHWATER TRUST
Plan context: THE FRESHWATER TRUST 401(K) PLAN
EIN 93-0843521 • Portland, OR • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
77
2024 Assets
$4,467,361
2024 Contributions
$386,876
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $386,876 | - |
| THE FRESHWATER TRUST 401(K) PLAN | - | 0 | $0 | $386,876 | - |
| 2023 | 1 | 77 | $4,467,361 | $674,110 | $8,755iApproximate average salary by contribution assumption: employee only about $218,867 at 4% or $145,911 at 6%; with 50% employer match about $145,911 at 4% or $97,274 at 6%; with 100% employer match about $109,433 at 4% or $72,956 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 77 | $4,467,361 | $674,110 | $8,755iApproximate average salary by contribution assumption: employee only about $218,867 at 4% or $145,911 at 6%; with 50% employer match about $145,911 at 4% or $97,274 at 6%; with 100% employer match about $109,433 at 4% or $72,956 at 6%. |
| 2022 | 1 | 81 | $3,478,582 | $646,784 | $7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,812 at 4% or $66,542 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 81 | $3,478,582 | $646,784 | $7,985iApproximate average salary by contribution assumption: employee only about $199,625 at 4% or $133,083 at 6%; with 50% employer match about $133,083 at 4% or $88,722 at 6%; with 100% employer match about $99,812 at 4% or $66,542 at 6%. |
| 2021 | 1 | 69 | $3,552,853 | $665,209 | $9,641iApproximate average salary by contribution assumption: employee only about $241,018 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,339 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 69 | $3,552,853 | $665,209 | $9,641iApproximate average salary by contribution assumption: employee only about $241,018 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,339 at 6%. |
| 2020 | 1 | 60 | $2,497,829 | $454,503 | $7,575iApproximate average salary by contribution assumption: employee only about $189,376 at 4% or $126,251 at 6%; with 50% employer match about $126,251 at 4% or $84,167 at 6%; with 100% employer match about $94,688 at 4% or $63,125 at 6%. |
| THE FRESHWATER TRUST 401K PLAN | - | 60 | $2,497,829 | $454,503 | $7,575iApproximate average salary by contribution assumption: employee only about $189,376 at 4% or $126,251 at 6%; with 50% employer match about $126,251 at 4% or $84,167 at 6%; with 100% employer match about $94,688 at 4% or $63,125 at 6%. |
| 2019 | 1 | 85 | $1,899,067 | $527,327 | $6,204iApproximate average salary by contribution assumption: employee only about $155,096 at 4% or $103,397 at 6%; with 50% employer match about $103,397 at 4% or $68,932 at 6%; with 100% employer match about $77,548 at 4% or $51,699 at 6%. |
| THE FRESHWATER TRUST 401K PLAN | - | 85 | $1,899,067 | $527,327 | $6,204iApproximate average salary by contribution assumption: employee only about $155,096 at 4% or $103,397 at 6%; with 50% employer match about $103,397 at 4% or $68,932 at 6%; with 100% employer match about $77,548 at 4% or $51,699 at 6%. |
| 2018 | 1 | 63 | $1,311,819 | $284,245 | $4,512iApproximate average salary by contribution assumption: employee only about $112,796 at 4% or $75,197 at 6%; with 50% employer match about $75,197 at 4% or $50,131 at 6%; with 100% employer match about $56,398 at 4% or $37,599 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 63 | $1,311,819 | $284,245 | $4,512iApproximate average salary by contribution assumption: employee only about $112,796 at 4% or $75,197 at 6%; with 50% employer match about $75,197 at 4% or $50,131 at 6%; with 100% employer match about $56,398 at 4% or $37,599 at 6%. |
| 2017 | 1 | 0 | $1,229,293 | $319,860 | - |
| THE FRESHWATER TRUST 401(K) PLAN | - | 0 | $1,229,293 | $319,860 | - |
| 2016 | 1 | 58 | $784,097 | $328,294 | $5,660iApproximate average salary by contribution assumption: employee only about $141,506 at 4% or $94,337 at 6%; with 50% employer match about $94,337 at 4% or $62,892 at 6%; with 100% employer match about $70,753 at 4% or $47,169 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 58 | $784,097 | $328,294 | $5,660iApproximate average salary by contribution assumption: employee only about $141,506 at 4% or $94,337 at 6%; with 50% employer match about $94,337 at 4% or $62,892 at 6%; with 100% employer match about $70,753 at 4% or $47,169 at 6%. |
| 2015 | 1 | 55 | $429,872 | $451,621 | $8,211iApproximate average salary by contribution assumption: employee only about $205,282 at 4% or $136,855 at 6%; with 50% employer match about $136,855 at 4% or $91,237 at 6%; with 100% employer match about $102,641 at 4% or $68,427 at 6%. |
| THE FRESHWATER TRUST 401(K) PLAN | - | 55 | $429,872 | $451,621 | $8,211iApproximate average salary by contribution assumption: employee only about $205,282 at 4% or $136,855 at 6%; with 50% employer match about $136,855 at 4% or $91,237 at 6%; with 100% employer match about $102,641 at 4% or $68,427 at 6%. |