Silver Oak Advisory Group Inc.
Plan context: Soag Retirement Plan
EIN 93-1057082 • Portland, OR • 20 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$2,253,353
2025 Contributions
$276,184
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $2,253,353 | $276,184 | $21,245iApproximate average salary by contribution assumption: employee only about $531,123 at 4% or $354,082 at 6%; with 50% employer match about $354,082 at 4% or $236,055 at 6%; with 100% employer match about $265,562 at 4% or $177,041 at 6%. |
| Soag Retirement Plan | - | 13 | $2,253,353 | $276,184 | $21,245iApproximate average salary by contribution assumption: employee only about $531,123 at 4% or $354,082 at 6%; with 50% employer match about $354,082 at 4% or $236,055 at 6%; with 100% employer match about $265,562 at 4% or $177,041 at 6%. |
| 2024 | 1 | 12 | $1,680,243 | $183,685 | $15,307iApproximate average salary by contribution assumption: employee only about $382,677 at 4% or $255,118 at 6%; with 50% employer match about $255,118 at 4% or $170,079 at 6%; with 100% employer match about $191,339 at 4% or $127,559 at 6%. |
| Soag Retirement Plan | - | 12 | $1,680,243 | $183,685 | $15,307iApproximate average salary by contribution assumption: employee only about $382,677 at 4% or $255,118 at 6%; with 50% employer match about $255,118 at 4% or $170,079 at 6%; with 100% employer match about $191,339 at 4% or $127,559 at 6%. |
| 2023 | 1 | 10 | $1,331,335 | $154,581 | $15,458iApproximate average salary by contribution assumption: employee only about $386,453 at 4% or $257,635 at 6%; with 50% employer match about $257,635 at 4% or $171,757 at 6%; with 100% employer match about $193,226 at 4% or $128,818 at 6%. |
| Soag Retirement Plan | - | 10 | $1,331,335 | $154,581 | $15,458iApproximate average salary by contribution assumption: employee only about $386,453 at 4% or $257,635 at 6%; with 50% employer match about $257,635 at 4% or $171,757 at 6%; with 100% employer match about $193,226 at 4% or $128,818 at 6%. |
| 2022 | 1 | 12 | $1,045,107 | $164,737 | $13,728iApproximate average salary by contribution assumption: employee only about $343,202 at 4% or $228,801 at 6%; with 50% employer match about $228,801 at 4% or $152,534 at 6%; with 100% employer match about $171,601 at 4% or $114,401 at 6%. |
| Soag Retirement Plan | - | 12 | $1,045,107 | $164,737 | $13,728iApproximate average salary by contribution assumption: employee only about $343,202 at 4% or $228,801 at 6%; with 50% employer match about $228,801 at 4% or $152,534 at 6%; with 100% employer match about $171,601 at 4% or $114,401 at 6%. |
| 2021 | 1 | 12 | $1,953,741 | $172,814 | $14,401iApproximate average salary by contribution assumption: employee only about $360,029 at 4% or $240,019 at 6%; with 50% employer match about $240,019 at 4% or $160,013 at 6%; with 100% employer match about $180,015 at 4% or $120,010 at 6%. |
| Soag Retirement Plan | - | 12 | $1,953,741 | $172,814 | $14,401iApproximate average salary by contribution assumption: employee only about $360,029 at 4% or $240,019 at 6%; with 50% employer match about $240,019 at 4% or $160,013 at 6%; with 100% employer match about $180,015 at 4% or $120,010 at 6%. |
| 2020 | 1 | 10 | $1,553,699 | $152,335 | $15,234iApproximate average salary by contribution assumption: employee only about $380,838 at 4% or $253,892 at 6%; with 50% employer match about $253,892 at 4% or $169,261 at 6%; with 100% employer match about $190,419 at 4% or $126,946 at 6%. |
| Soag Retirement Plan | - | 10 | $1,553,699 | $152,335 | $15,234iApproximate average salary by contribution assumption: employee only about $380,838 at 4% or $253,892 at 6%; with 50% employer match about $253,892 at 4% or $169,261 at 6%; with 100% employer match about $190,419 at 4% or $126,946 at 6%. |
| 2019 | 1 | 9 | $1,175,298 | $172,002 | $19,111iApproximate average salary by contribution assumption: employee only about $477,783 at 4% or $318,522 at 6%; with 50% employer match about $318,522 at 4% or $212,348 at 6%; with 100% employer match about $238,892 at 4% or $159,261 at 6%. |
| Soag Retirement Plan | - | 9 | $1,175,298 | $172,002 | $19,111iApproximate average salary by contribution assumption: employee only about $477,783 at 4% or $318,522 at 6%; with 50% employer match about $318,522 at 4% or $212,348 at 6%; with 100% employer match about $238,892 at 4% or $159,261 at 6%. |
| 2018 | 1 | 8 | $839,062 | $72,707 | $9,088iApproximate average salary by contribution assumption: employee only about $227,209 at 4% or $151,473 at 6%; with 50% employer match about $151,473 at 4% or $100,982 at 6%; with 100% employer match about $113,605 at 4% or $75,736 at 6%. |
| Soag Retirement Plan | - | 8 | $839,062 | $72,707 | $9,088iApproximate average salary by contribution assumption: employee only about $227,209 at 4% or $151,473 at 6%; with 50% employer match about $151,473 at 4% or $100,982 at 6%; with 100% employer match about $113,605 at 4% or $75,736 at 6%. |
| 2017 | 1 | 6 | $811,578 | $111,208 | $18,535iApproximate average salary by contribution assumption: employee only about $463,367 at 4% or $308,911 at 6%; with 50% employer match about $308,911 at 4% or $205,941 at 6%; with 100% employer match about $231,683 at 4% or $154,456 at 6%. |
| Soag Retirement Plan | - | 6 | $811,578 | $111,208 | $18,535iApproximate average salary by contribution assumption: employee only about $463,367 at 4% or $308,911 at 6%; with 50% employer match about $308,911 at 4% or $205,941 at 6%; with 100% employer match about $231,683 at 4% or $154,456 at 6%. |
| 2016 | 1 | 6 | $610,281 | $87,346 | $14,558iApproximate average salary by contribution assumption: employee only about $363,942 at 4% or $242,628 at 6%; with 50% employer match about $242,628 at 4% or $161,752 at 6%; with 100% employer match about $181,971 at 4% or $121,314 at 6%. |
| Soag Retirement Plan | - | 6 | $610,281 | $87,346 | $14,558iApproximate average salary by contribution assumption: employee only about $363,942 at 4% or $242,628 at 6%; with 50% employer match about $242,628 at 4% or $161,752 at 6%; with 100% employer match about $181,971 at 4% or $121,314 at 6%. |
| 2015 | 1 | 7 | $848,424 | $76,775 | $10,968iApproximate average salary by contribution assumption: employee only about $274,196 at 4% or $182,798 at 6%; with 50% employer match about $182,798 at 4% or $121,865 at 6%; with 100% employer match about $137,098 at 4% or $91,399 at 6%. |
| Soag Retirement Plan | - | 7 | $848,424 | $76,775 | $10,968iApproximate average salary by contribution assumption: employee only about $274,196 at 4% or $182,798 at 6%; with 50% employer match about $182,798 at 4% or $121,865 at 6%; with 100% employer match about $137,098 at 4% or $91,399 at 6%. |
| 2014 | 1 | 5 | $775,565 | $77,635 | $15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%. |
| Soag Retirement Plan | - | 5 | $775,565 | $77,635 | $15,527iApproximate average salary by contribution assumption: employee only about $388,175 at 4% or $258,783 at 6%; with 50% employer match about $258,783 at 4% or $172,522 at 6%; with 100% employer match about $194,088 at 4% or $129,392 at 6%. |
| 2013 | 1 | 6 | $1,069,334 | $251,116 | $41,853iApproximate average salary by contribution assumption: employee only about $1,046,317 at 4% or $697,544 at 6%; with 50% employer match about $697,544 at 4% or $465,030 at 6%; with 100% employer match about $523,158 at 4% or $348,772 at 6%. |
| Soag Retirement Plan | - | 6 | $1,069,334 | $251,116 | $41,853iApproximate average salary by contribution assumption: employee only about $1,046,317 at 4% or $697,544 at 6%; with 50% employer match about $697,544 at 4% or $465,030 at 6%; with 100% employer match about $523,158 at 4% or $348,772 at 6%. |
| 2012 | 1 | 5 | $739,288 | $65,897 | $13,179iApproximate average salary by contribution assumption: employee only about $329,485 at 4% or $219,657 at 6%; with 50% employer match about $219,657 at 4% or $146,438 at 6%; with 100% employer match about $164,743 at 4% or $109,828 at 6%. |
| Soag Retirement Plan | - | 5 | $739,288 | $65,897 | $13,179iApproximate average salary by contribution assumption: employee only about $329,485 at 4% or $219,657 at 6%; with 50% employer match about $219,657 at 4% or $146,438 at 6%; with 100% employer match about $164,743 at 4% or $109,828 at 6%. |
| 2011 | 1 | 5 | $595,258 | $114,517 | $22,903iApproximate average salary by contribution assumption: employee only about $572,585 at 4% or $381,723 at 6%; with 50% employer match about $381,723 at 4% or $254,482 at 6%; with 100% employer match about $286,293 at 4% or $190,862 at 6%. |
| Soag Retirement Plan | - | 5 | $595,258 | $114,517 | $22,903iApproximate average salary by contribution assumption: employee only about $572,585 at 4% or $381,723 at 6%; with 50% employer match about $381,723 at 4% or $254,482 at 6%; with 100% employer match about $286,293 at 4% or $190,862 at 6%. |
| 2010 | 1 | 5 | $486,594 | $79,891 | $15,978iApproximate average salary by contribution assumption: employee only about $399,455 at 4% or $266,303 at 6%; with 50% employer match about $266,303 at 4% or $177,536 at 6%; with 100% employer match about $199,728 at 4% or $133,152 at 6%. |
| Soag Retirement Plan | - | 5 | $486,594 | $79,891 | $15,978iApproximate average salary by contribution assumption: employee only about $399,455 at 4% or $266,303 at 6%; with 50% employer match about $266,303 at 4% or $177,536 at 6%; with 100% employer match about $199,728 at 4% or $133,152 at 6%. |
| 2009 | 1 | 4 | $357,795 | $69,457 | $17,364iApproximate average salary by contribution assumption: employee only about $434,106 at 4% or $289,404 at 6%; with 50% employer match about $289,404 at 4% or $192,936 at 6%; with 100% employer match about $217,053 at 4% or $144,702 at 6%. |
| Soag Retirement Plan | - | 4 | $357,795 | $69,457 | $17,364iApproximate average salary by contribution assumption: employee only about $434,106 at 4% or $289,404 at 6%; with 50% employer match about $289,404 at 4% or $192,936 at 6%; with 100% employer match about $217,053 at 4% or $144,702 at 6%. |
| 2008 | 1 | 4 | $245,717 | $64,567 | $16,142iApproximate average salary by contribution assumption: employee only about $403,544 at 4% or $269,029 at 6%; with 50% employer match about $269,029 at 4% or $179,353 at 6%; with 100% employer match about $201,772 at 4% or $134,515 at 6%. |
| Soag Retirement Plan | - | 4 | $245,717 | $64,567 | $16,142iApproximate average salary by contribution assumption: employee only about $403,544 at 4% or $269,029 at 6%; with 50% employer match about $269,029 at 4% or $179,353 at 6%; with 100% employer match about $201,772 at 4% or $134,515 at 6%. |
| 2007 | 1 | 4 | $248,918 | $84,170 | $21,043iApproximate average salary by contribution assumption: employee only about $526,063 at 4% or $350,708 at 6%; with 50% employer match about $350,708 at 4% or $233,806 at 6%; with 100% employer match about $263,031 at 4% or $175,354 at 6%. |
| Soag Retirement Plan | - | 4 | $248,918 | $84,170 | $21,043iApproximate average salary by contribution assumption: employee only about $526,063 at 4% or $350,708 at 6%; with 50% employer match about $350,708 at 4% or $233,806 at 6%; with 100% employer match about $263,031 at 4% or $175,354 at 6%. |
| 2006 | 1 | 4 | $153,391 | $141,458 | $35,365iApproximate average salary by contribution assumption: employee only about $884,113 at 4% or $589,408 at 6%; with 50% employer match about $589,408 at 4% or $392,939 at 6%; with 100% employer match about $442,056 at 4% or $294,704 at 6%. |
| Soag Retirement Plan | - | 4 | $153,391 | $141,458 | $35,365iApproximate average salary by contribution assumption: employee only about $884,113 at 4% or $589,408 at 6%; with 50% employer match about $589,408 at 4% or $392,939 at 6%; with 100% employer match about $442,056 at 4% or $294,704 at 6%. |