Southern Oregon Public Defender Inc.
Plan context: Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan
EIN 93-0892794 • Medford, OR • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$10,798,775
2024 Contributions
$511,489
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 | 65 | $10,798,775 | $511,489 | $7,869iApproximate average salary by contribution assumption: employee only about $196,727 at 4% or $131,151 at 6%; with 50% employer match about $131,151 at 4% or $87,434 at 6%; with 100% employer match about $98,363 at 4% or $65,576 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 65 | $10,798,775 | $511,489 | $7,869iApproximate average salary by contribution assumption: employee only about $196,727 at 4% or $131,151 at 6%; with 50% employer match about $131,151 at 4% or $87,434 at 6%; with 100% employer match about $98,363 at 4% or $65,576 at 6%. |
| 2023 | 1 | 65 | $10,257,428 | $604,655 | $9,302iApproximate average salary by contribution assumption: employee only about $232,560 at 4% or $155,040 at 6%; with 50% employer match about $155,040 at 4% or $103,360 at 6%; with 100% employer match about $116,280 at 4% or $77,520 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 65 | $10,257,428 | $604,655 | $9,302iApproximate average salary by contribution assumption: employee only about $232,560 at 4% or $155,040 at 6%; with 50% employer match about $155,040 at 4% or $103,360 at 6%; with 100% employer match about $116,280 at 4% or $77,520 at 6%. |
| 2022 | 1 | 65 | $8,663,660 | $563,908 | $8,676iApproximate average salary by contribution assumption: employee only about $216,888 at 4% or $144,592 at 6%; with 50% employer match about $144,592 at 4% or $96,395 at 6%; with 100% employer match about $108,444 at 4% or $72,296 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 65 | $8,663,660 | $563,908 | $8,676iApproximate average salary by contribution assumption: employee only about $216,888 at 4% or $144,592 at 6%; with 50% employer match about $144,592 at 4% or $96,395 at 6%; with 100% employer match about $108,444 at 4% or $72,296 at 6%. |
| 2021 | 1 | 61 | $7,450,682 | $580,157 | $9,511iApproximate average salary by contribution assumption: employee only about $237,769 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,675 at 6%; with 100% employer match about $118,885 at 4% or $79,256 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 61 | $7,450,682 | $580,157 | $9,511iApproximate average salary by contribution assumption: employee only about $237,769 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,675 at 6%; with 100% employer match about $118,885 at 4% or $79,256 at 6%. |
| 2020 | 1 | 58 | $8,552,893 | $531,157 | $9,158iApproximate average salary by contribution assumption: employee only about $228,947 at 4% or $152,631 at 6%; with 50% employer match about $152,631 at 4% or $101,754 at 6%; with 100% employer match about $114,473 at 4% or $76,316 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 58 | $8,552,893 | $531,157 | $9,158iApproximate average salary by contribution assumption: employee only about $228,947 at 4% or $152,631 at 6%; with 50% employer match about $152,631 at 4% or $101,754 at 6%; with 100% employer match about $114,473 at 4% or $76,316 at 6%. |
| 2019 | 1 | 58 | $6,403,156 | $631,974 | $10,896iApproximate average salary by contribution assumption: employee only about $272,403 at 4% or $181,602 at 6%; with 50% employer match about $181,602 at 4% or $121,068 at 6%; with 100% employer match about $136,201 at 4% or $90,801 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 58 | $6,403,156 | $631,974 | $10,896iApproximate average salary by contribution assumption: employee only about $272,403 at 4% or $181,602 at 6%; with 50% employer match about $181,602 at 4% or $121,068 at 6%; with 100% employer match about $136,201 at 4% or $90,801 at 6%. |
| 2018 | 1 | 56 | $5,722,499 | $460,353 | $8,221iApproximate average salary by contribution assumption: employee only about $205,515 at 4% or $137,010 at 6%; with 50% employer match about $137,010 at 4% or $91,340 at 6%; with 100% employer match about $102,757 at 4% or $68,505 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 56 | $5,722,499 | $460,353 | $8,221iApproximate average salary by contribution assumption: employee only about $205,515 at 4% or $137,010 at 6%; with 50% employer match about $137,010 at 4% or $91,340 at 6%; with 100% employer match about $102,757 at 4% or $68,505 at 6%. |
| 2017 | 1 | 52 | $5,162,312 | $437,348 | $8,411iApproximate average salary by contribution assumption: employee only about $210,263 at 4% or $140,176 at 6%; with 50% employer match about $140,176 at 4% or $93,450 at 6%; with 100% employer match about $105,132 at 4% or $70,088 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 52 | $5,162,312 | $437,348 | $8,411iApproximate average salary by contribution assumption: employee only about $210,263 at 4% or $140,176 at 6%; with 50% employer match about $140,176 at 4% or $93,450 at 6%; with 100% employer match about $105,132 at 4% or $70,088 at 6%. |
| 2016 | 1 | 50 | $4,553,137 | $402,004 | $8,040iApproximate average salary by contribution assumption: employee only about $201,002 at 4% or $134,001 at 6%; with 50% employer match about $134,001 at 4% or $89,334 at 6%; with 100% employer match about $100,501 at 4% or $67,001 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 50 | $4,553,137 | $402,004 | $8,040iApproximate average salary by contribution assumption: employee only about $201,002 at 4% or $134,001 at 6%; with 50% employer match about $134,001 at 4% or $89,334 at 6%; with 100% employer match about $100,501 at 4% or $67,001 at 6%. |
| 2015 | 1 | 43 | $3,781,871 | $336,908 | $7,835iApproximate average salary by contribution assumption: employee only about $195,877 at 4% or $130,584 at 6%; with 50% employer match about $130,584 at 4% or $87,056 at 6%; with 100% employer match about $97,938 at 4% or $65,292 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 43 | $3,781,871 | $336,908 | $7,835iApproximate average salary by contribution assumption: employee only about $195,877 at 4% or $130,584 at 6%; with 50% employer match about $130,584 at 4% or $87,056 at 6%; with 100% employer match about $97,938 at 4% or $65,292 at 6%. |
| 2014 | 1 | 45 | $3,877,113 | $411,346 | $9,141iApproximate average salary by contribution assumption: employee only about $228,526 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 45 | $3,877,113 | $411,346 | $9,141iApproximate average salary by contribution assumption: employee only about $228,526 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%. |
| 2013 | 1 | 49 | $3,552,714 | $365,640 | $7,462iApproximate average salary by contribution assumption: employee only about $186,551 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,912 at 6%; with 100% employer match about $93,276 at 4% or $62,184 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 49 | $3,552,714 | $365,640 | $7,462iApproximate average salary by contribution assumption: employee only about $186,551 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,912 at 6%; with 100% employer match about $93,276 at 4% or $62,184 at 6%. |
| 2012 | 1 | 49 | $2,970,675 | $378,393 | $7,722iApproximate average salary by contribution assumption: employee only about $193,058 at 4% or $128,705 at 6%; with 50% employer match about $128,705 at 4% or $85,803 at 6%; with 100% employer match about $96,529 at 4% or $64,353 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 49 | $2,970,675 | $378,393 | $7,722iApproximate average salary by contribution assumption: employee only about $193,058 at 4% or $128,705 at 6%; with 50% employer match about $128,705 at 4% or $85,803 at 6%; with 100% employer match about $96,529 at 4% or $64,353 at 6%. |
| 2011 | 1 | 50 | $2,226,068 | $421,394 | $8,428iApproximate average salary by contribution assumption: employee only about $210,697 at 4% or $140,465 at 6%; with 50% employer match about $140,465 at 4% or $93,643 at 6%; with 100% employer match about $105,348 at 4% or $70,232 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 50 | $2,226,068 | $421,394 | $8,428iApproximate average salary by contribution assumption: employee only about $210,697 at 4% or $140,465 at 6%; with 50% employer match about $140,465 at 4% or $93,643 at 6%; with 100% employer match about $105,348 at 4% or $70,232 at 6%. |
| 2010 | 1 | 50 | $2,008,449 | $425,008 | $8,500iApproximate average salary by contribution assumption: employee only about $212,504 at 4% or $141,669 at 6%; with 50% employer match about $141,669 at 4% or $94,446 at 6%; with 100% employer match about $106,252 at 4% or $70,835 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 50 | $2,008,449 | $425,008 | $8,500iApproximate average salary by contribution assumption: employee only about $212,504 at 4% or $141,669 at 6%; with 50% employer match about $141,669 at 4% or $94,446 at 6%; with 100% employer match about $106,252 at 4% or $70,835 at 6%. |
| 2009 | 1 | 47 | $1,889,001 | $453,480 | $9,649iApproximate average salary by contribution assumption: employee only about $241,213 at 4% or $160,809 at 6%; with 50% employer match about $160,809 at 4% or $107,206 at 6%; with 100% employer match about $120,606 at 4% or $80,404 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 47 | $1,889,001 | $453,480 | $9,649iApproximate average salary by contribution assumption: employee only about $241,213 at 4% or $160,809 at 6%; with 50% employer match about $160,809 at 4% or $107,206 at 6%; with 100% employer match about $120,606 at 4% or $80,404 at 6%. |
| 2008 | 1 | 38 | $0 | $0 | - |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 38 | - | - | - |
| 2007 | 1 | 31 | $0 | $0 | - |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 31 | - | - | - |
| 2006 | 1 | 33 | $2,628,888 | $258,730 | $7,840iApproximate average salary by contribution assumption: employee only about $196,008 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,114 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 33 | $2,628,888 | $258,730 | $7,840iApproximate average salary by contribution assumption: employee only about $196,008 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,114 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%. |
| 2005 | 1 | 29 | $2,108,416 | $268,333 | $9,253iApproximate average salary by contribution assumption: employee only about $231,322 at 4% or $154,214 at 6%; with 50% employer match about $154,214 at 4% or $102,810 at 6%; with 100% employer match about $115,661 at 4% or $77,107 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 29 | $2,108,416 | $268,333 | $9,253iApproximate average salary by contribution assumption: employee only about $231,322 at 4% or $154,214 at 6%; with 50% employer match about $154,214 at 4% or $102,810 at 6%; with 100% employer match about $115,661 at 4% or $77,107 at 6%. |
| 2004 | 1 | 29 | $1,953,247 | $274,329 | $9,460iApproximate average salary by contribution assumption: employee only about $236,491 at 4% or $157,660 at 6%; with 50% employer match about $157,660 at 4% or $105,107 at 6%; with 100% employer match about $118,245 at 4% or $78,830 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 29 | $1,953,247 | $274,329 | $9,460iApproximate average salary by contribution assumption: employee only about $236,491 at 4% or $157,660 at 6%; with 50% employer match about $157,660 at 4% or $105,107 at 6%; with 100% employer match about $118,245 at 4% or $78,830 at 6%. |
| 2003 | 1 | 26 | $1,686,945 | $249,795 | $9,608iApproximate average salary by contribution assumption: employee only about $240,188 at 4% or $160,125 at 6%; with 50% employer match about $160,125 at 4% or $106,750 at 6%; with 100% employer match about $120,094 at 4% or $80,063 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 26 | $1,686,945 | $249,795 | $9,608iApproximate average salary by contribution assumption: employee only about $240,188 at 4% or $160,125 at 6%; with 50% employer match about $160,125 at 4% or $106,750 at 6%; with 100% employer match about $120,094 at 4% or $80,063 at 6%. |
| 2002 | 1 | 38 | $0 | $0 | - |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 38 | - | - | - |
| 2001 | 2 | 39 | $0 | $0 | - |
| SOUTHERN OREGON PUBLIC DEFENDER, INC. MONEY PURCHASE PENSION PLAN & TRUST | - | 0 | - | - | - |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 39 | - | - | - |
| 2000 | 2 | 24 | $0 | $0 | - |
| SOUTHERN OREGON PUBLIC DEFENDER, INC. MONEY PURCHASE PENSION PLAN & TRUST | - | 24 | - | - | - |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 24 | - | - | - |
| 1999 | 1 | 23 | $1,138,656 | $105,564 | $4,590iApproximate average salary by contribution assumption: employee only about $114,743 at 4% or $76,496 at 6%; with 50% employer match about $76,496 at 4% or $50,997 at 6%; with 100% employer match about $57,372 at 4% or $38,248 at 6%. |
| Southern Oregon Public Defender Inc. 401(K) Profit Sharing Plan | - | 23 | $1,138,656 | $105,564 | $4,590iApproximate average salary by contribution assumption: employee only about $114,743 at 4% or $76,496 at 6%; with 50% employer match about $76,496 at 4% or $50,997 at 6%; with 100% employer match about $57,372 at 4% or $38,248 at 6%. |