Civic Intelligence

Stephen a. Houze

Plan context: STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN

EIN 93-1007179 • Portland, OR • 26 filings • 4 plans

1200 NW Naito Pkwy.# 690Portland, OR 97209
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$10,372

2024 Contributions

$2,500

Historical Graphs

Total Assets Over Time

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

$1,060,763$530,382$0199920132024YearValue
$10,372Latest year 2024

Participants Over Time

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

320199920122024YearValue
1Latest 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
202411$10,372$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$10,372$0-
202311$9,681$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$9,681--
202211$10,410$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$10,410--
202111$8,766$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,766$0-
202011$8,998$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,998$0-
201911$8,669$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,669$0-
201811$8,316$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,316$0-
201711$8,568$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,568--
201611$8,631$0-
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,631$0-
201511$8,863$2,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-1$8,863$2,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201413$20,386$7,939$2,646iApproximate average salary by contribution assumption: employee only about $66,158 at 4% or $44,106 at 6%; with 50% employer match about $44,106 at 4% or $29,404 at 6%; with 100% employer match about $33,079 at 4% or $22,053 at 6%.
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-3$20,386$7,939$2,646iApproximate average salary by contribution assumption: employee only about $66,158 at 4% or $44,106 at 6%; with 50% employer match about $44,106 at 4% or $29,404 at 6%; with 100% employer match about $33,079 at 4% or $22,053 at 6%.
201312$12,091$3,154$1,577iApproximate average salary by contribution assumption: employee only about $39,425 at 4% or $26,283 at 6%; with 50% employer match about $26,283 at 4% or $17,522 at 6%; with 100% employer match about $19,713 at 4% or $13,142 at 6%.
STEPHEN A. HOUZE 401(K) PROFIT SHARING PLAN-2$12,091$3,154$1,577iApproximate average salary by contribution assumption: employee only about $39,425 at 4% or $26,283 at 6%; with 50% employer match about $26,283 at 4% or $17,522 at 6%; with 100% employer match about $19,713 at 4% or $13,142 at 6%.
201211$79,182$0-
STEPHEN A. HOUZE 401K PROFIT SHARING PLAN-1$79,182--
201112$481,736$0-
STEPHEN A. HOUZE 401K PROFIT SHARING PLAN-2$481,736--
201012$694,822$67,797$33,899iApproximate average salary by contribution assumption: employee only about $847,463 at 4% or $564,975 at 6%; with 50% employer match about $564,975 at 4% or $376,650 at 6%; with 100% employer match about $423,731 at 4% or $282,488 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$694,822$67,797$33,899iApproximate average salary by contribution assumption: employee only about $847,463 at 4% or $564,975 at 6%; with 50% employer match about $564,975 at 4% or $376,650 at 6%; with 100% employer match about $423,731 at 4% or $282,488 at 6%.
200912$872,861$19,916$9,958iApproximate average salary by contribution assumption: employee only about $248,950 at 4% or $165,967 at 6%; with 50% employer match about $165,967 at 4% or $110,644 at 6%; with 100% employer match about $124,475 at 4% or $82,983 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$872,861$19,916$9,958iApproximate average salary by contribution assumption: employee only about $248,950 at 4% or $165,967 at 6%; with 50% employer match about $165,967 at 4% or $110,644 at 6%; with 100% employer match about $124,475 at 4% or $82,983 at 6%.
200812$737,001$70,916$35,458iApproximate average salary by contribution assumption: employee only about $886,450 at 4% or $590,967 at 6%; with 50% employer match about $590,967 at 4% or $393,978 at 6%; with 100% employer match about $443,225 at 4% or $295,483 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$737,001$70,916$35,458iApproximate average salary by contribution assumption: employee only about $886,450 at 4% or $590,967 at 6%; with 50% employer match about $590,967 at 4% or $393,978 at 6%; with 100% employer match about $443,225 at 4% or $295,483 at 6%.
200712$0$0-
Stephen a. Houze Profit Sharing Plan & Trust-2---
200612$1,060,763$78,384$39,192iApproximate average salary by contribution assumption: employee only about $979,800 at 4% or $653,200 at 6%; with 50% employer match about $653,200 at 4% or $435,467 at 6%; with 100% employer match about $489,900 at 4% or $326,600 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$1,060,763$78,384$39,192iApproximate average salary by contribution assumption: employee only about $979,800 at 4% or $653,200 at 6%; with 50% employer match about $653,200 at 4% or $435,467 at 6%; with 100% employer match about $489,900 at 4% or $326,600 at 6%.
200512$851,917$59,213$29,607iApproximate average salary by contribution assumption: employee only about $740,163 at 4% or $493,442 at 6%; with 50% employer match about $493,442 at 4% or $328,961 at 6%; with 100% employer match about $370,081 at 4% or $246,721 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$851,917$59,213$29,607iApproximate average salary by contribution assumption: employee only about $740,163 at 4% or $493,442 at 6%; with 50% employer match about $493,442 at 4% or $328,961 at 6%; with 100% employer match about $370,081 at 4% or $246,721 at 6%.
200412$1,034,008$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$1,034,008$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
200312$0$0-
Stephen a. Houze Profit Sharing Plan & Trust-2---
200212$632,932$49,696$24,848iApproximate average salary by contribution assumption: employee only about $621,200 at 4% or $414,133 at 6%; with 50% employer match about $414,133 at 4% or $276,089 at 6%; with 100% employer match about $310,600 at 4% or $207,067 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$632,932$49,696$24,848iApproximate average salary by contribution assumption: employee only about $621,200 at 4% or $414,133 at 6%; with 50% employer match about $414,133 at 4% or $276,089 at 6%; with 100% employer match about $310,600 at 4% or $207,067 at 6%.
200112$640,788$32,796$16,398iApproximate average salary by contribution assumption: employee only about $409,950 at 4% or $273,300 at 6%; with 50% employer match about $273,300 at 4% or $182,200 at 6%; with 100% employer match about $204,975 at 4% or $136,650 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$640,788$32,796$16,398iApproximate average salary by contribution assumption: employee only about $409,950 at 4% or $273,300 at 6%; with 50% employer match about $273,300 at 4% or $182,200 at 6%; with 100% employer match about $204,975 at 4% or $136,650 at 6%.
200012$0$0-
Stephen a. Houze Profit Sharing Plan & Trust-2---
199912$679,723$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Stephen a. Houze Profit Sharing Plan & Trust-2$679,723$29,850$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.