Civic Intelligence

QUEST INVESTMENT MANAGEMENT, LLC

Plan context: Quest Investment Management Inc 401K Profit Sharing Prototype Plan

EIN 93-0880854 • Lake Oswego, OR • 26 filings • 6 plans

5335 Meadows Rd.Suite 400Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$9,963,551

2024 Contributions

$237,847

Historical Graphs

Total Assets Over Time

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

$9,963,551$4,981,776$0199920122024YearValue
$9,963,551Latest year 2024

Participants Over Time

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

20100199920122024YearValue
18Latest 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
2024118$9,963,551$237,847$13,214iApproximate average salary by contribution assumption: employee only about $330,343 at 4% or $220,229 at 6%; with 50% employer match about $220,229 at 4% or $146,819 at 6%; with 100% employer match about $165,172 at 4% or $110,114 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-18$9,963,551$237,847$13,214iApproximate average salary by contribution assumption: employee only about $330,343 at 4% or $220,229 at 6%; with 50% employer match about $220,229 at 4% or $146,819 at 6%; with 100% employer match about $165,172 at 4% or $110,114 at 6%.
2023118$8,463,804$236,028$13,113iApproximate average salary by contribution assumption: employee only about $327,817 at 4% or $218,544 at 6%; with 50% employer match about $218,544 at 4% or $145,696 at 6%; with 100% employer match about $163,908 at 4% or $109,272 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-18$8,463,804$236,028$13,113iApproximate average salary by contribution assumption: employee only about $327,817 at 4% or $218,544 at 6%; with 50% employer match about $218,544 at 4% or $145,696 at 6%; with 100% employer match about $163,908 at 4% or $109,272 at 6%.
2022120$8,576,028$278,438$13,922iApproximate average salary by contribution assumption: employee only about $348,048 at 4% or $232,032 at 6%; with 50% employer match about $232,032 at 4% or $154,688 at 6%; with 100% employer match about $174,024 at 4% or $116,016 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-20$8,576,028$278,438$13,922iApproximate average salary by contribution assumption: employee only about $348,048 at 4% or $232,032 at 6%; with 50% employer match about $232,032 at 4% or $154,688 at 6%; with 100% employer match about $174,024 at 4% or $116,016 at 6%.
2021119$9,822,799$255,347$13,439iApproximate average salary by contribution assumption: employee only about $335,983 at 4% or $223,989 at 6%; with 50% employer match about $223,989 at 4% or $149,326 at 6%; with 100% employer match about $167,991 at 4% or $111,994 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-19$9,822,799$255,347$13,439iApproximate average salary by contribution assumption: employee only about $335,983 at 4% or $223,989 at 6%; with 50% employer match about $223,989 at 4% or $149,326 at 6%; with 100% employer match about $167,991 at 4% or $111,994 at 6%.
2020118$8,785,192$225,426$12,524iApproximate average salary by contribution assumption: employee only about $313,092 at 4% or $208,728 at 6%; with 50% employer match about $208,728 at 4% or $139,152 at 6%; with 100% employer match about $156,546 at 4% or $104,364 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-18$8,785,192$225,426$12,524iApproximate average salary by contribution assumption: employee only about $313,092 at 4% or $208,728 at 6%; with 50% employer match about $208,728 at 4% or $139,152 at 6%; with 100% employer match about $156,546 at 4% or $104,364 at 6%.
2019112$7,757,280$207,267$17,272iApproximate average salary by contribution assumption: employee only about $431,806 at 4% or $287,871 at 6%; with 50% employer match about $287,871 at 4% or $191,914 at 6%; with 100% employer match about $215,903 at 4% or $143,935 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-12$7,757,280$207,267$17,272iApproximate average salary by contribution assumption: employee only about $431,806 at 4% or $287,871 at 6%; with 50% employer match about $287,871 at 4% or $191,914 at 6%; with 100% employer match about $215,903 at 4% or $143,935 at 6%.
2018112$6,553,986$198,447$16,537iApproximate average salary by contribution assumption: employee only about $413,431 at 4% or $275,621 at 6%; with 50% employer match about $275,621 at 4% or $183,747 at 6%; with 100% employer match about $206,716 at 4% or $137,810 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-12$6,553,986$198,447$16,537iApproximate average salary by contribution assumption: employee only about $413,431 at 4% or $275,621 at 6%; with 50% employer match about $275,621 at 4% or $183,747 at 6%; with 100% employer match about $206,716 at 4% or $137,810 at 6%.
2017114$6,927,606$169,096$12,078iApproximate average salary by contribution assumption: employee only about $301,957 at 4% or $201,305 at 6%; with 50% employer match about $201,305 at 4% or $134,203 at 6%; with 100% employer match about $150,979 at 4% or $100,652 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-14$6,927,606$169,096$12,078iApproximate average salary by contribution assumption: employee only about $301,957 at 4% or $201,305 at 6%; with 50% employer match about $201,305 at 4% or $134,203 at 6%; with 100% employer match about $150,979 at 4% or $100,652 at 6%.
2016114$7,078,086$190,958$13,640iApproximate average salary by contribution assumption: employee only about $340,996 at 4% or $227,331 at 6%; with 50% employer match about $227,331 at 4% or $151,554 at 6%; with 100% employer match about $170,498 at 4% or $113,665 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-14$7,078,086$190,958$13,640iApproximate average salary by contribution assumption: employee only about $340,996 at 4% or $227,331 at 6%; with 50% employer match about $227,331 at 4% or $151,554 at 6%; with 100% employer match about $170,498 at 4% or $113,665 at 6%.
2015118$6,932,992$173,065$9,615iApproximate average salary by contribution assumption: employee only about $240,368 at 4% or $160,245 at 6%; with 50% employer match about $160,245 at 4% or $106,830 at 6%; with 100% employer match about $120,184 at 4% or $80,123 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-18$6,932,992$173,065$9,615iApproximate average salary by contribution assumption: employee only about $240,368 at 4% or $160,245 at 6%; with 50% employer match about $160,245 at 4% or $106,830 at 6%; with 100% employer match about $120,184 at 4% or $80,123 at 6%.
2014119$6,961,598$176,846$9,308iApproximate average salary by contribution assumption: employee only about $232,692 at 4% or $155,128 at 6%; with 50% employer match about $155,128 at 4% or $103,419 at 6%; with 100% employer match about $116,346 at 4% or $77,564 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-19$6,961,598$176,846$9,308iApproximate average salary by contribution assumption: employee only about $232,692 at 4% or $155,128 at 6%; with 50% employer match about $155,128 at 4% or $103,419 at 6%; with 100% employer match about $116,346 at 4% or $77,564 at 6%.
2013116$7,403,049$388,869$24,304iApproximate average salary by contribution assumption: employee only about $607,608 at 4% or $405,072 at 6%; with 50% employer match about $405,072 at 4% or $270,048 at 6%; with 100% employer match about $303,804 at 4% or $202,536 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-16$7,403,049$388,869$24,304iApproximate average salary by contribution assumption: employee only about $607,608 at 4% or $405,072 at 6%; with 50% employer match about $405,072 at 4% or $270,048 at 6%; with 100% employer match about $303,804 at 4% or $202,536 at 6%.
2012117$5,958,418$404,574$23,798iApproximate average salary by contribution assumption: employee only about $594,962 at 4% or $396,641 at 6%; with 50% employer match about $396,641 at 4% or $264,427 at 6%; with 100% employer match about $297,481 at 4% or $198,321 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-17$5,958,418$404,574$23,798iApproximate average salary by contribution assumption: employee only about $594,962 at 4% or $396,641 at 6%; with 50% employer match about $396,641 at 4% or $264,427 at 6%; with 100% employer match about $297,481 at 4% or $198,321 at 6%.
2011116$4,882,931$356,157$22,260iApproximate average salary by contribution assumption: employee only about $556,495 at 4% or $370,997 at 6%; with 50% employer match about $370,997 at 4% or $247,331 at 6%; with 100% employer match about $278,248 at 4% or $185,498 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-16$4,882,931$356,157$22,260iApproximate average salary by contribution assumption: employee only about $556,495 at 4% or $370,997 at 6%; with 50% employer match about $370,997 at 4% or $247,331 at 6%; with 100% employer match about $278,248 at 4% or $185,498 at 6%.
2010116$4,875,593$204,844$12,803iApproximate average salary by contribution assumption: employee only about $320,069 at 4% or $213,379 at 6%; with 50% employer match about $213,379 at 4% or $142,253 at 6%; with 100% employer match about $160,034 at 4% or $106,690 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-16$4,875,593$204,844$12,803iApproximate average salary by contribution assumption: employee only about $320,069 at 4% or $213,379 at 6%; with 50% employer match about $213,379 at 4% or $142,253 at 6%; with 100% employer match about $160,034 at 4% or $106,690 at 6%.
2009117$4,250,271$208,529$12,266iApproximate average salary by contribution assumption: employee only about $306,660 at 4% or $204,440 at 6%; with 50% employer match about $204,440 at 4% or $136,293 at 6%; with 100% employer match about $153,330 at 4% or $102,220 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-17$4,250,271$208,529$12,266iApproximate average salary by contribution assumption: employee only about $306,660 at 4% or $204,440 at 6%; with 50% employer match about $204,440 at 4% or $136,293 at 6%; with 100% employer match about $153,330 at 4% or $102,220 at 6%.
2008116$3,209,428$529,842$33,115iApproximate average salary by contribution assumption: employee only about $827,878 at 4% or $551,919 at 6%; with 50% employer match about $551,919 at 4% or $367,946 at 6%; with 100% employer match about $413,939 at 4% or $275,959 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-16$3,209,428$529,842$33,115iApproximate average salary by contribution assumption: employee only about $827,878 at 4% or $551,919 at 6%; with 50% employer match about $551,919 at 4% or $367,946 at 6%; with 100% employer match about $413,939 at 4% or $275,959 at 6%.
2007117$4,610,269$455,882$26,817iApproximate average salary by contribution assumption: employee only about $670,415 at 4% or $446,943 at 6%; with 50% employer match about $446,943 at 4% or $297,962 at 6%; with 100% employer match about $335,207 at 4% or $223,472 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-17$4,610,269$455,882$26,817iApproximate average salary by contribution assumption: employee only about $670,415 at 4% or $446,943 at 6%; with 50% employer match about $446,943 at 4% or $297,962 at 6%; with 100% employer match about $335,207 at 4% or $223,472 at 6%.
2006115$3,575,330$389,180$25,945iApproximate average salary by contribution assumption: employee only about $648,633 at 4% or $432,422 at 6%; with 50% employer match about $432,422 at 4% or $288,281 at 6%; with 100% employer match about $324,317 at 4% or $216,211 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-15$3,575,330$389,180$25,945iApproximate average salary by contribution assumption: employee only about $648,633 at 4% or $432,422 at 6%; with 50% employer match about $432,422 at 4% or $288,281 at 6%; with 100% employer match about $324,317 at 4% or $216,211 at 6%.
2005111$3,059,755$435,828$39,621iApproximate average salary by contribution assumption: employee only about $990,518 at 4% or $660,345 at 6%; with 50% employer match about $660,345 at 4% or $440,230 at 6%; with 100% employer match about $495,259 at 4% or $330,173 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-11$3,059,755$435,828$39,621iApproximate average salary by contribution assumption: employee only about $990,518 at 4% or $660,345 at 6%; with 50% employer match about $660,345 at 4% or $440,230 at 6%; with 100% employer match about $495,259 at 4% or $330,173 at 6%.
2004111$2,538,395$246,464$22,406iApproximate average salary by contribution assumption: employee only about $560,145 at 4% or $373,430 at 6%; with 50% employer match about $373,430 at 4% or $248,954 at 6%; with 100% employer match about $280,073 at 4% or $186,715 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-11$2,538,395$246,464$22,406iApproximate average salary by contribution assumption: employee only about $560,145 at 4% or $373,430 at 6%; with 50% employer match about $373,430 at 4% or $248,954 at 6%; with 100% employer match about $280,073 at 4% or $186,715 at 6%.
2003113$2,072,906$223,442$17,188iApproximate average salary by contribution assumption: employee only about $429,696 at 4% or $286,464 at 6%; with 50% employer match about $286,464 at 4% or $190,976 at 6%; with 100% employer match about $214,848 at 4% or $143,232 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-13$2,072,906$223,442$17,188iApproximate average salary by contribution assumption: employee only about $429,696 at 4% or $286,464 at 6%; with 50% employer match about $286,464 at 4% or $190,976 at 6%; with 100% employer match about $214,848 at 4% or $143,232 at 6%.
2002113$1,457,608$187,206$14,400iApproximate average salary by contribution assumption: employee only about $360,012 at 4% or $240,008 at 6%; with 50% employer match about $240,008 at 4% or $160,005 at 6%; with 100% employer match about $180,006 at 4% or $120,004 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-13$1,457,608$187,206$14,400iApproximate average salary by contribution assumption: employee only about $360,012 at 4% or $240,008 at 6%; with 50% employer match about $240,008 at 4% or $160,005 at 6%; with 100% employer match about $180,006 at 4% or $120,004 at 6%.
200110$0$0-
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-0---
2000112$1,544,917$165,665$13,805iApproximate average salary by contribution assumption: employee only about $345,135 at 4% or $230,090 at 6%; with 50% employer match about $230,090 at 4% or $153,394 at 6%; with 100% employer match about $172,568 at 4% or $115,045 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-12$1,544,917$165,665$13,805iApproximate average salary by contribution assumption: employee only about $345,135 at 4% or $230,090 at 6%; with 50% employer match about $230,090 at 4% or $153,394 at 6%; with 100% employer match about $172,568 at 4% or $115,045 at 6%.
1999111$1,501,821$145,768$13,252iApproximate average salary by contribution assumption: employee only about $331,291 at 4% or $220,861 at 6%; with 50% employer match about $220,861 at 4% or $147,240 at 6%; with 100% employer match about $165,645 at 4% or $110,430 at 6%.
Quest Investment Management Inc 401K Profit Sharing Prototype Plan-11$1,501,821$145,768$13,252iApproximate average salary by contribution assumption: employee only about $331,291 at 4% or $220,861 at 6%; with 50% employer match about $220,861 at 4% or $147,240 at 6%; with 100% employer match about $165,645 at 4% or $110,430 at 6%.