Civic Intelligence

Vergepointe LLP

Plan context: Vergepointe Retirement Plan

EIN 93-1043127 • Lake Oswego, OR • 26 filings • 5 plans

15400 Boones Ferry Road, Suite 201Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,755,859

2025 Contributions

$122,100

Historical Graphs

Total Assets Over Time

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

$4,456,992$2,228,496$0200220142025YearValue
$3,755,859Latest year 2025

Participants Over Time

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

1470200020132025YearValue
8Latest year 2025

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
202518$3,755,859$122,100$15,263iApproximate average salary by contribution assumption: employee only about $381,563 at 4% or $254,375 at 6%; with 50% employer match about $254,375 at 4% or $169,583 at 6%; with 100% employer match about $190,781 at 4% or $127,188 at 6%.
Vergepointe Retirement Plan-8$3,755,859$122,100$15,263iApproximate average salary by contribution assumption: employee only about $381,563 at 4% or $254,375 at 6%; with 50% employer match about $254,375 at 4% or $169,583 at 6%; with 100% employer match about $190,781 at 4% or $127,188 at 6%.
2024111$3,373,770$289,598$26,327iApproximate average salary by contribution assumption: employee only about $658,177 at 4% or $438,785 at 6%; with 50% employer match about $438,785 at 4% or $292,523 at 6%; with 100% employer match about $329,089 at 4% or $219,392 at 6%.
Vergepointe Retirement Plan-11$3,373,770$289,598$26,327iApproximate average salary by contribution assumption: employee only about $658,177 at 4% or $438,785 at 6%; with 50% employer match about $438,785 at 4% or $292,523 at 6%; with 100% employer match about $329,089 at 4% or $219,392 at 6%.
2023111$3,293,446$280,002$25,455iApproximate average salary by contribution assumption: employee only about $636,368 at 4% or $424,245 at 6%; with 50% employer match about $424,245 at 4% or $282,830 at 6%; with 100% employer match about $318,184 at 4% or $212,123 at 6%.
Vergepointe Retirement Plan-11$3,293,446$280,002$25,455iApproximate average salary by contribution assumption: employee only about $636,368 at 4% or $424,245 at 6%; with 50% employer match about $424,245 at 4% or $282,830 at 6%; with 100% employer match about $318,184 at 4% or $212,123 at 6%.
2022111$2,591,794$189,717$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
Vergepointe Retirement Plan-11$2,591,794$189,717$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
2021110$4,456,992$210,974$21,097iApproximate average salary by contribution assumption: employee only about $527,435 at 4% or $351,623 at 6%; with 50% employer match about $351,623 at 4% or $234,416 at 6%; with 100% employer match about $263,718 at 4% or $175,812 at 6%.
Vergepointe Retirement Plan-10$4,456,992$210,974$21,097iApproximate average salary by contribution assumption: employee only about $527,435 at 4% or $351,623 at 6%; with 50% employer match about $351,623 at 4% or $234,416 at 6%; with 100% employer match about $263,718 at 4% or $175,812 at 6%.
202019$3,630,054$172,700$19,189iApproximate average salary by contribution assumption: employee only about $479,722 at 4% or $319,815 at 6%; with 50% employer match about $319,815 at 4% or $213,210 at 6%; with 100% employer match about $239,861 at 4% or $159,907 at 6%.
Vergepointe Retirement Plan-9$3,630,054$172,700$19,189iApproximate average salary by contribution assumption: employee only about $479,722 at 4% or $319,815 at 6%; with 50% employer match about $319,815 at 4% or $213,210 at 6%; with 100% employer match about $239,861 at 4% or $159,907 at 6%.
201918$3,059,391$147,559$18,445iApproximate average salary by contribution assumption: employee only about $461,122 at 4% or $307,415 at 6%; with 50% employer match about $307,415 at 4% or $204,943 at 6%; with 100% employer match about $230,561 at 4% or $153,707 at 6%.
Vergepointe Retirement Plan-8$3,059,391$147,559$18,445iApproximate average salary by contribution assumption: employee only about $461,122 at 4% or $307,415 at 6%; with 50% employer match about $307,415 at 4% or $204,943 at 6%; with 100% employer match about $230,561 at 4% or $153,707 at 6%.
201819$2,362,492$159,801$17,756iApproximate average salary by contribution assumption: employee only about $443,892 at 4% or $295,928 at 6%; with 50% employer match about $295,928 at 4% or $197,285 at 6%; with 100% employer match about $221,946 at 4% or $147,964 at 6%.
Vergepointe Retirement Plan-9$2,362,492$159,801$17,756iApproximate average salary by contribution assumption: employee only about $443,892 at 4% or $295,928 at 6%; with 50% employer match about $295,928 at 4% or $197,285 at 6%; with 100% employer match about $221,946 at 4% or $147,964 at 6%.
201717$2,364,185$158,214$22,602iApproximate average salary by contribution assumption: employee only about $565,050 at 4% or $376,700 at 6%; with 50% employer match about $376,700 at 4% or $251,133 at 6%; with 100% employer match about $282,525 at 4% or $188,350 at 6%.
Vergepointe Retirement Plan-7$2,364,185$158,214$22,602iApproximate average salary by contribution assumption: employee only about $565,050 at 4% or $376,700 at 6%; with 50% employer match about $376,700 at 4% or $251,133 at 6%; with 100% employer match about $282,525 at 4% or $188,350 at 6%.
2016111$1,959,243$161,109$14,646iApproximate average salary by contribution assumption: employee only about $366,157 at 4% or $244,105 at 6%; with 50% employer match about $244,105 at 4% or $162,736 at 6%; with 100% employer match about $183,078 at 4% or $122,052 at 6%.
Vergepointe Retirement Plan-11$1,959,243$161,109$14,646iApproximate average salary by contribution assumption: employee only about $366,157 at 4% or $244,105 at 6%; with 50% employer match about $244,105 at 4% or $162,736 at 6%; with 100% employer match about $183,078 at 4% or $122,052 at 6%.
201519$1,652,200$124,510$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,931 at 4% or $115,287 at 6%.
Vergepointe Retirement Plan-9$1,652,200$124,510$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,931 at 4% or $115,287 at 6%.
2014111$1,591,870$118,855$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
Vergepointe Retirement Plan-11$1,591,870$118,855$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
2013110$1,386,411$115,256$11,526iApproximate average salary by contribution assumption: employee only about $288,140 at 4% or $192,093 at 6%; with 50% employer match about $192,093 at 4% or $128,062 at 6%; with 100% employer match about $144,070 at 4% or $96,047 at 6%.
Vergepointe Retirement Plan-10$1,386,411$115,256$11,526iApproximate average salary by contribution assumption: employee only about $288,140 at 4% or $192,093 at 6%; with 50% employer match about $192,093 at 4% or $128,062 at 6%; with 100% employer match about $144,070 at 4% or $96,047 at 6%.
2012111$1,161,516$79,700$7,245iApproximate average salary by contribution assumption: employee only about $181,136 at 4% or $120,758 at 6%; with 50% employer match about $120,758 at 4% or $80,505 at 6%; with 100% employer match about $90,568 at 4% or $60,379 at 6%.
Vergepointe Retirement Plan-11$1,161,516$79,700$7,245iApproximate average salary by contribution assumption: employee only about $181,136 at 4% or $120,758 at 6%; with 50% employer match about $120,758 at 4% or $80,505 at 6%; with 100% employer match about $90,568 at 4% or $60,379 at 6%.
2011111$955,244$67,408$6,128iApproximate average salary by contribution assumption: employee only about $153,200 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,067 at 6%.
Vergepointe Retirement Plan-11$955,244$67,408$6,128iApproximate average salary by contribution assumption: employee only about $153,200 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,067 at 6%.
2010114$914,173$84,437$6,031iApproximate average salary by contribution assumption: employee only about $150,780 at 4% or $100,520 at 6%; with 50% employer match about $100,520 at 4% or $67,013 at 6%; with 100% employer match about $75,390 at 4% or $50,260 at 6%.
Vergepointe Retirement Plan-14$914,173$84,437$6,031iApproximate average salary by contribution assumption: employee only about $150,780 at 4% or $100,520 at 6%; with 50% employer match about $100,520 at 4% or $67,013 at 6%; with 100% employer match about $75,390 at 4% or $50,260 at 6%.
2009114$713,462$99,602$7,114iApproximate average salary by contribution assumption: employee only about $177,861 at 4% or $118,574 at 6%; with 50% employer match about $118,574 at 4% or $79,049 at 6%; with 100% employer match about $88,930 at 4% or $59,287 at 6%.
Vergepointe Retirement Plan-14$713,462$99,602$7,114iApproximate average salary by contribution assumption: employee only about $177,861 at 4% or $118,574 at 6%; with 50% employer match about $118,574 at 4% or $79,049 at 6%; with 100% employer match about $88,930 at 4% or $59,287 at 6%.
2008110$518,739$71,495$7,150iApproximate average salary by contribution assumption: employee only about $178,738 at 4% or $119,158 at 6%; with 50% employer match about $119,158 at 4% or $79,439 at 6%; with 100% employer match about $89,369 at 4% or $59,579 at 6%.
Vergepointe Retirement Plan-10$518,739$71,495$7,150iApproximate average salary by contribution assumption: employee only about $178,738 at 4% or $119,158 at 6%; with 50% employer match about $119,158 at 4% or $79,439 at 6%; with 100% employer match about $89,369 at 4% or $59,579 at 6%.
2007110$0$0-
Vergepointe Retirement Plan-10---
200619$605,751$174,698$19,411iApproximate average salary by contribution assumption: employee only about $485,272 at 4% or $323,515 at 6%; with 50% employer match about $323,515 at 4% or $215,677 at 6%; with 100% employer match about $242,636 at 4% or $161,757 at 6%.
Vergepointe Retirement Plan-9$605,751$174,698$19,411iApproximate average salary by contribution assumption: employee only about $485,272 at 4% or $323,515 at 6%; with 50% employer match about $323,515 at 4% or $215,677 at 6%; with 100% employer match about $242,636 at 4% or $161,757 at 6%.
2005111$382,269$13,481$1,226iApproximate average salary by contribution assumption: employee only about $30,639 at 4% or $20,426 at 6%; with 50% employer match about $20,426 at 4% or $13,617 at 6%; with 100% employer match about $15,319 at 4% or $10,213 at 6%.
Vergepointe Retirement Plan-11$382,269$13,481$1,226iApproximate average salary by contribution assumption: employee only about $30,639 at 4% or $20,426 at 6%; with 50% employer match about $20,426 at 4% or $13,617 at 6%; with 100% employer match about $15,319 at 4% or $10,213 at 6%.
2004113$335,878$14,732$1,133iApproximate average salary by contribution assumption: employee only about $28,331 at 4% or $18,887 at 6%; with 50% employer match about $18,887 at 4% or $12,591 at 6%; with 100% employer match about $14,165 at 4% or $9,444 at 6%.
Vergepointe Retirement Plan-13$335,878$14,732$1,133iApproximate average salary by contribution assumption: employee only about $28,331 at 4% or $18,887 at 6%; with 50% employer match about $18,887 at 4% or $12,591 at 6%; with 100% employer match about $14,165 at 4% or $9,444 at 6%.
200316$295,543$2,650$442iApproximate average salary by contribution assumption: employee only about $11,042 at 4% or $7,361 at 6%; with 50% employer match about $7,361 at 4% or $4,907 at 6%; with 100% employer match about $5,521 at 4% or $3,681 at 6%.
Vergepointe Retirement Plan-6$295,543$2,650$442iApproximate average salary by contribution assumption: employee only about $11,042 at 4% or $7,361 at 6%; with 50% employer match about $7,361 at 4% or $4,907 at 6%; with 100% employer match about $5,521 at 4% or $3,681 at 6%.
200219$283,167$14,713$1,635iApproximate average salary by contribution assumption: employee only about $40,869 at 4% or $27,246 at 6%; with 50% employer match about $27,246 at 4% or $18,164 at 6%; with 100% employer match about $20,435 at 4% or $13,623 at 6%.
Vergepointe Retirement Plan-9$283,167$14,713$1,635iApproximate average salary by contribution assumption: employee only about $40,869 at 4% or $27,246 at 6%; with 50% employer match about $27,246 at 4% or $18,164 at 6%; with 100% employer match about $20,435 at 4% or $13,623 at 6%.
2001111$0$0-
Vergepointe Retirement Plan-11---
200019$0$0-
Vergepointe Retirement Plan-9---