Civic Intelligence

Zupancic Rathbone Law Group PC

Plan context: Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust

EIN 93-0938325 • Lake Oswego, OR • 8 filings • 3 plans

4949 Meadows Rd Ste 1500Lake Oswego, OR 97035-8620
Current Snapshot

Latest Year

2018

2018 Participants

18

2018 Assets

$879,668

2018 Contributions

$19,536

Historical Graphs

Total Assets Over Time

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

$879,668$439,834$0201220152017YearValue
$879,668Latest year 2017

Participants Over Time

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

1890201220152017YearValue
18Latest year 2017

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
201810$0$19,536-
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-0$0$19,536-
2017118$879,668$153,863$8,548iApproximate average salary by contribution assumption: employee only about $213,699 at 4% or $142,466 at 6%; with 50% employer match about $142,466 at 4% or $94,977 at 6%; with 100% employer match about $106,849 at 4% or $71,233 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-18$879,668$153,863$8,548iApproximate average salary by contribution assumption: employee only about $213,699 at 4% or $142,466 at 6%; with 50% employer match about $142,466 at 4% or $94,977 at 6%; with 100% employer match about $106,849 at 4% or $71,233 at 6%.
2016117$618,485$193,361$11,374iApproximate average salary by contribution assumption: employee only about $284,354 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,177 at 4% or $94,785 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-17$618,485$193,361$11,374iApproximate average salary by contribution assumption: employee only about $284,354 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,177 at 4% or $94,785 at 6%.
2015116$522,974$199,771$12,486iApproximate average salary by contribution assumption: employee only about $312,142 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,047 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-16$522,974$199,771$12,486iApproximate average salary by contribution assumption: employee only about $312,142 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,047 at 6%.
2014115$375,203$152,565$10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-15$375,203$152,565$10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%.
2013112$203,533$97,795$8,150iApproximate average salary by contribution assumption: employee only about $203,740 at 4% or $135,826 at 6%; with 50% employer match about $135,826 at 4% or $90,551 at 6%; with 100% employer match about $101,870 at 4% or $67,913 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-12$203,533$97,795$8,150iApproximate average salary by contribution assumption: employee only about $203,740 at 4% or $135,826 at 6%; with 50% employer match about $135,826 at 4% or $90,551 at 6%; with 100% employer match about $101,870 at 4% or $67,913 at 6%.
2012110$81,526$78,052$7,805iApproximate average salary by contribution assumption: employee only about $195,130 at 4% or $130,087 at 6%; with 50% employer match about $130,087 at 4% or $86,724 at 6%; with 100% employer match about $97,565 at 4% or $65,043 at 6%.
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-10$81,526$78,052$7,805iApproximate average salary by contribution assumption: employee only about $195,130 at 4% or $130,087 at 6%; with 50% employer match about $130,087 at 4% or $86,724 at 6%; with 100% employer match about $97,565 at 4% or $65,043 at 6%.
201010$0$178-
Zupancic Rathbone Law Group PC 401 K Profit Sharing Plan Trust-0$0$178-