Civic Intelligence

Trimble & Everton

Plan context: Trimble & Everton 401K Profit Sharing Plan & Trust

EIN 93-1086298 • Bend, OR • 28 filings • 6 plans

354 SW Upper Terrace Dr. Suite 103Bend, OR 97702
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,120,262

2023 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$1,717,230$858,615$0199920122023YearValue
$1,120,262Latest year 2023

Participants Over Time

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

630199920112023YearValue
2Latest year 2023

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
202312$1,120,262$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-2$1,120,262$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202212$857,447$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-2$857,447$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202112$992,339$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-2$992,339$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202013$846,320$47,211$15,737iApproximate average salary by contribution assumption: employee only about $393,425 at 4% or $262,283 at 6%; with 50% employer match about $262,283 at 4% or $174,856 at 6%; with 100% employer match about $196,713 at 4% or $131,142 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-3$846,320$47,211$15,737iApproximate average salary by contribution assumption: employee only about $393,425 at 4% or $262,283 at 6%; with 50% employer match about $262,283 at 4% or $174,856 at 6%; with 100% employer match about $196,713 at 4% or $131,142 at 6%.
201913$649,565$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-3$649,565$34,974$11,658iApproximate average salary by contribution assumption: employee only about $291,450 at 4% or $194,300 at 6%; with 50% employer match about $194,300 at 4% or $129,533 at 6%; with 100% employer match about $145,725 at 4% or $97,150 at 6%.
201813$498,564$44,199$14,733iApproximate average salary by contribution assumption: employee only about $368,325 at 4% or $245,550 at 6%; with 50% employer match about $245,550 at 4% or $163,700 at 6%; with 100% employer match about $184,163 at 4% or $122,775 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-3$498,564$44,199$14,733iApproximate average salary by contribution assumption: employee only about $368,325 at 4% or $245,550 at 6%; with 50% employer match about $245,550 at 4% or $163,700 at 6%; with 100% employer match about $184,163 at 4% or $122,775 at 6%.
201714$706,451$29,015$7,254iApproximate average salary by contribution assumption: employee only about $181,344 at 4% or $120,896 at 6%; with 50% employer match about $120,896 at 4% or $80,597 at 6%; with 100% employer match about $90,672 at 4% or $60,448 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-4$706,451$29,015$7,254iApproximate average salary by contribution assumption: employee only about $181,344 at 4% or $120,896 at 6%; with 50% employer match about $120,896 at 4% or $80,597 at 6%; with 100% employer match about $90,672 at 4% or $60,448 at 6%.
201615$571,157$51,280$10,256iApproximate average salary by contribution assumption: employee only about $256,400 at 4% or $170,933 at 6%; with 50% employer match about $170,933 at 4% or $113,956 at 6%; with 100% employer match about $128,200 at 4% or $85,467 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$571,157$51,280$10,256iApproximate average salary by contribution assumption: employee only about $256,400 at 4% or $170,933 at 6%; with 50% employer match about $170,933 at 4% or $113,956 at 6%; with 100% employer match about $128,200 at 4% or $85,467 at 6%.
201515$473,681$35,682$7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$473,681$35,682$7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%.
201415$437,711$41,361$8,272iApproximate average salary by contribution assumption: employee only about $206,805 at 4% or $137,870 at 6%; with 50% employer match about $137,870 at 4% or $91,913 at 6%; with 100% employer match about $103,403 at 4% or $68,935 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$437,711$41,361$8,272iApproximate average salary by contribution assumption: employee only about $206,805 at 4% or $137,870 at 6%; with 50% employer match about $137,870 at 4% or $91,913 at 6%; with 100% employer match about $103,403 at 4% or $68,935 at 6%.
201315$376,264$46,895$9,379iApproximate average salary by contribution assumption: employee only about $234,475 at 4% or $156,317 at 6%; with 50% employer match about $156,317 at 4% or $104,211 at 6%; with 100% employer match about $117,238 at 4% or $78,158 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$376,264$46,895$9,379iApproximate average salary by contribution assumption: employee only about $234,475 at 4% or $156,317 at 6%; with 50% employer match about $156,317 at 4% or $104,211 at 6%; with 100% employer match about $117,238 at 4% or $78,158 at 6%.
201215$1,270,970$3,023$605iApproximate average salary by contribution assumption: employee only about $15,115 at 4% or $10,077 at 6%; with 50% employer match about $10,077 at 4% or $6,718 at 6%; with 100% employer match about $7,558 at 4% or $5,038 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,270,970$3,023$605iApproximate average salary by contribution assumption: employee only about $15,115 at 4% or $10,077 at 6%; with 50% employer match about $10,077 at 4% or $6,718 at 6%; with 100% employer match about $7,558 at 4% or $5,038 at 6%.
201115$1,709,974$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,709,974$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201015$1,717,230$69,260$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,717,230$69,260$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
200915$1,461,236$69,500$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,461,236$69,500$13,900iApproximate average salary by contribution assumption: employee only about $347,500 at 4% or $231,667 at 6%; with 50% employer match about $231,667 at 4% or $154,444 at 6%; with 100% employer match about $173,750 at 4% or $115,833 at 6%.
200815$1,114,291$59,186$11,837iApproximate average salary by contribution assumption: employee only about $295,930 at 4% or $197,287 at 6%; with 50% employer match about $197,287 at 4% or $131,524 at 6%; with 100% employer match about $147,965 at 4% or $98,643 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,114,291$59,186$11,837iApproximate average salary by contribution assumption: employee only about $295,930 at 4% or $197,287 at 6%; with 50% employer match about $197,287 at 4% or $131,524 at 6%; with 100% employer match about $147,965 at 4% or $98,643 at 6%.
200715$1,478,006$89,794$17,959iApproximate average salary by contribution assumption: employee only about $448,970 at 4% or $299,313 at 6%; with 50% employer match about $299,313 at 4% or $199,542 at 6%; with 100% employer match about $224,485 at 4% or $149,657 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,478,006$89,794$17,959iApproximate average salary by contribution assumption: employee only about $448,970 at 4% or $299,313 at 6%; with 50% employer match about $299,313 at 4% or $199,542 at 6%; with 100% employer match about $224,485 at 4% or $149,657 at 6%.
200615$1,357,104$76,724$15,345iApproximate average salary by contribution assumption: employee only about $383,620 at 4% or $255,747 at 6%; with 50% employer match about $255,747 at 4% or $170,498 at 6%; with 100% employer match about $191,810 at 4% or $127,873 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$1,357,104$76,724$15,345iApproximate average salary by contribution assumption: employee only about $383,620 at 4% or $255,747 at 6%; with 50% employer match about $255,747 at 4% or $170,498 at 6%; with 100% employer match about $191,810 at 4% or $127,873 at 6%.
200516$1,108,629$71,169$11,862iApproximate average salary by contribution assumption: employee only about $296,538 at 4% or $197,692 at 6%; with 50% employer match about $197,692 at 4% or $131,794 at 6%; with 100% employer match about $148,269 at 4% or $98,846 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-6$1,108,629$71,169$11,862iApproximate average salary by contribution assumption: employee only about $296,538 at 4% or $197,692 at 6%; with 50% employer match about $197,692 at 4% or $131,794 at 6%; with 100% employer match about $148,269 at 4% or $98,846 at 6%.
200416$975,670$59,285$9,881iApproximate average salary by contribution assumption: employee only about $247,021 at 4% or $164,681 at 6%; with 50% employer match about $164,681 at 4% or $109,787 at 6%; with 100% employer match about $123,510 at 4% or $82,340 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-6$975,670$59,285$9,881iApproximate average salary by contribution assumption: employee only about $247,021 at 4% or $164,681 at 6%; with 50% employer match about $164,681 at 4% or $109,787 at 6%; with 100% employer match about $123,510 at 4% or $82,340 at 6%.
200315$708,736$58,570$11,714iApproximate average salary by contribution assumption: employee only about $292,850 at 4% or $195,233 at 6%; with 50% employer match about $195,233 at 4% or $130,156 at 6%; with 100% employer match about $146,425 at 4% or $97,617 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$708,736$58,570$11,714iApproximate average salary by contribution assumption: employee only about $292,850 at 4% or $195,233 at 6%; with 50% employer match about $195,233 at 4% or $130,156 at 6%; with 100% employer match about $146,425 at 4% or $97,617 at 6%.
200215$517,999$74,966$14,993iApproximate average salary by contribution assumption: employee only about $374,830 at 4% or $249,887 at 6%; with 50% employer match about $249,887 at 4% or $166,591 at 6%; with 100% employer match about $187,415 at 4% or $124,943 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$517,999$74,966$14,993iApproximate average salary by contribution assumption: employee only about $374,830 at 4% or $249,887 at 6%; with 50% employer match about $249,887 at 4% or $166,591 at 6%; with 100% employer match about $187,415 at 4% or $124,943 at 6%.
200125$0$0-
Trimble & Everton Pension Plan-5---
Trimble & Everton 401K Profit Sharing Plan & Trust-5---
200024$491,856$68,028$17,007iApproximate average salary by contribution assumption: employee only about $425,175 at 4% or $283,450 at 6%; with 50% employer match about $283,450 at 4% or $188,967 at 6%; with 100% employer match about $212,588 at 4% or $141,725 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-4$398,973$33,061$8,265iApproximate average salary by contribution assumption: employee only about $206,631 at 4% or $137,754 at 6%; with 50% employer match about $137,754 at 4% or $91,836 at 6%; with 100% employer match about $103,316 at 4% or $68,877 at 6%.
Trimble & Everton Pension Plan-4$92,883$34,967$8,742iApproximate average salary by contribution assumption: employee only about $218,544 at 4% or $145,696 at 6%; with 50% employer match about $145,696 at 4% or $97,131 at 6%; with 100% employer match about $109,272 at 4% or $72,848 at 6%.
199925$544,606$65,011$13,002iApproximate average salary by contribution assumption: employee only about $325,055 at 4% or $216,703 at 6%; with 50% employer match about $216,703 at 4% or $144,469 at 6%; with 100% employer match about $162,528 at 4% or $108,352 at 6%.
Trimble & Everton 401K Profit Sharing Plan & Trust-5$470,729$26,362$5,272iApproximate average salary by contribution assumption: employee only about $131,810 at 4% or $87,873 at 6%; with 50% employer match about $87,873 at 4% or $58,582 at 6%; with 100% employer match about $65,905 at 4% or $43,937 at 6%.
Trimble & Everton Pension Plan-5$73,877$38,649$7,730iApproximate average salary by contribution assumption: employee only about $193,245 at 4% or $128,830 at 6%; with 50% employer match about $128,830 at 4% or $85,887 at 6%; with 100% employer match about $96,623 at 4% or $64,415 at 6%.