Srm Advisors 401K Ps Plan
Plan context: Srm Advisors 401K Ps Plan
EIN 93-1111946 • Portland, OR • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$246,671
2024 Contributions
$118,897
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $246,671 | $118,897 | $39,632iApproximate average salary by contribution assumption: employee only about $990,808 at 4% or $660,539 at 6%; with 50% employer match about $660,539 at 4% or $440,359 at 6%; with 100% employer match about $495,404 at 4% or $330,269 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $246,671 | $118,897 | $39,632iApproximate average salary by contribution assumption: employee only about $990,808 at 4% or $660,539 at 6%; with 50% employer match about $660,539 at 4% or $440,359 at 6%; with 100% employer match about $495,404 at 4% or $330,269 at 6%. |
| 2023 | 1 | 4 | $370,292 | $82,009 | $20,502iApproximate average salary by contribution assumption: employee only about $512,556 at 4% or $341,704 at 6%; with 50% employer match about $341,704 at 4% or $227,803 at 6%; with 100% employer match about $256,278 at 4% or $170,852 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $370,292 | $82,009 | $20,502iApproximate average salary by contribution assumption: employee only about $512,556 at 4% or $341,704 at 6%; with 50% employer match about $341,704 at 4% or $227,803 at 6%; with 100% employer match about $256,278 at 4% or $170,852 at 6%. |
| 2022 | 1 | 3 | $1,651,047 | $88,800 | $29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $1,651,047 | $88,800 | $29,600iApproximate average salary by contribution assumption: employee only about $740,000 at 4% or $493,333 at 6%; with 50% employer match about $493,333 at 4% or $328,889 at 6%; with 100% employer match about $370,000 at 4% or $246,667 at 6%. |
| 2021 | 1 | 3 | $2,041,201 | $89,232 | $29,744iApproximate average salary by contribution assumption: employee only about $743,600 at 4% or $495,733 at 6%; with 50% employer match about $495,733 at 4% or $330,489 at 6%; with 100% employer match about $371,800 at 4% or $247,867 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $2,041,201 | $89,232 | $29,744iApproximate average salary by contribution assumption: employee only about $743,600 at 4% or $495,733 at 6%; with 50% employer match about $495,733 at 4% or $330,489 at 6%; with 100% employer match about $371,800 at 4% or $247,867 at 6%. |
| 2020 | 1 | 5 | $1,629,476 | $96,698 | $19,340iApproximate average salary by contribution assumption: employee only about $483,490 at 4% or $322,327 at 6%; with 50% employer match about $322,327 at 4% or $214,884 at 6%; with 100% employer match about $241,745 at 4% or $161,163 at 6%. |
| Srm Advisors 401K Ps Plan | - | 5 | $1,629,476 | $96,698 | $19,340iApproximate average salary by contribution assumption: employee only about $483,490 at 4% or $322,327 at 6%; with 50% employer match about $322,327 at 4% or $214,884 at 6%; with 100% employer match about $241,745 at 4% or $161,163 at 6%. |
| 2019 | 1 | 5 | $1,146,220 | $94,885 | $18,977iApproximate average salary by contribution assumption: employee only about $474,425 at 4% or $316,283 at 6%; with 50% employer match about $316,283 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%. |
| Srm Advisors 401K Ps Plan | - | 5 | $1,146,220 | $94,885 | $18,977iApproximate average salary by contribution assumption: employee only about $474,425 at 4% or $316,283 at 6%; with 50% employer match about $316,283 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%. |
| 2018 | 1 | 3 | $843,503 | $82,600 | $27,533iApproximate average salary by contribution assumption: employee only about $688,333 at 4% or $458,889 at 6%; with 50% employer match about $458,889 at 4% or $305,926 at 6%; with 100% employer match about $344,167 at 4% or $229,444 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $843,503 | $82,600 | $27,533iApproximate average salary by contribution assumption: employee only about $688,333 at 4% or $458,889 at 6%; with 50% employer match about $458,889 at 4% or $305,926 at 6%; with 100% employer match about $344,167 at 4% or $229,444 at 6%. |
| 2017 | 1 | 3 | $794,646 | $77,793 | $25,931iApproximate average salary by contribution assumption: employee only about $648,275 at 4% or $432,183 at 6%; with 50% employer match about $432,183 at 4% or $288,122 at 6%; with 100% employer match about $324,138 at 4% or $216,092 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $794,646 | $77,793 | $25,931iApproximate average salary by contribution assumption: employee only about $648,275 at 4% or $432,183 at 6%; with 50% employer match about $432,183 at 4% or $288,122 at 6%; with 100% employer match about $324,138 at 4% or $216,092 at 6%. |
| 2016 | 1 | 4 | $563,646 | $79,486 | $19,872iApproximate average salary by contribution assumption: employee only about $496,788 at 4% or $331,192 at 6%; with 50% employer match about $331,192 at 4% or $220,794 at 6%; with 100% employer match about $248,394 at 4% or $165,596 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $563,646 | $79,486 | $19,872iApproximate average salary by contribution assumption: employee only about $496,788 at 4% or $331,192 at 6%; with 50% employer match about $331,192 at 4% or $220,794 at 6%; with 100% employer match about $248,394 at 4% or $165,596 at 6%. |
| 2015 | 1 | 4 | $505,178 | $77,487 | $19,372iApproximate average salary by contribution assumption: employee only about $484,294 at 4% or $322,863 at 6%; with 50% employer match about $322,863 at 4% or $215,242 at 6%; with 100% employer match about $242,147 at 4% or $161,431 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $505,178 | $77,487 | $19,372iApproximate average salary by contribution assumption: employee only about $484,294 at 4% or $322,863 at 6%; with 50% employer match about $322,863 at 4% or $215,242 at 6%; with 100% employer match about $242,147 at 4% or $161,431 at 6%. |
| 2014 | 1 | 3 | $415,342 | $47,400 | $15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $415,342 | $47,400 | $15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%. |
| 2013 | 1 | 3 | $325,558 | $30,566 | $10,189iApproximate average salary by contribution assumption: employee only about $254,717 at 4% or $169,811 at 6%; with 50% employer match about $169,811 at 4% or $113,207 at 6%; with 100% employer match about $127,358 at 4% or $84,906 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $325,558 | $30,566 | $10,189iApproximate average salary by contribution assumption: employee only about $254,717 at 4% or $169,811 at 6%; with 50% employer match about $169,811 at 4% or $113,207 at 6%; with 100% employer match about $127,358 at 4% or $84,906 at 6%. |
| 2012 | 1 | 3 | $246,411 | $30,660 | $10,220iApproximate average salary by contribution assumption: employee only about $255,500 at 4% or $170,333 at 6%; with 50% employer match about $170,333 at 4% or $113,556 at 6%; with 100% employer match about $127,750 at 4% or $85,167 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $246,411 | $30,660 | $10,220iApproximate average salary by contribution assumption: employee only about $255,500 at 4% or $170,333 at 6%; with 50% employer match about $170,333 at 4% or $113,556 at 6%; with 100% employer match about $127,750 at 4% or $85,167 at 6%. |
| 2011 | 1 | 4 | $208,572 | $32,400 | $8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $208,572 | $32,400 | $8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%. |
| 2010 | 1 | 4 | $182,687 | $29,553 | $7,388iApproximate average salary by contribution assumption: employee only about $184,706 at 4% or $123,138 at 6%; with 50% employer match about $123,138 at 4% or $82,092 at 6%; with 100% employer match about $92,353 at 4% or $61,569 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $182,687 | $29,553 | $7,388iApproximate average salary by contribution assumption: employee only about $184,706 at 4% or $123,138 at 6%; with 50% employer match about $123,138 at 4% or $82,092 at 6%; with 100% employer match about $92,353 at 4% or $61,569 at 6%. |
| 2009 | 1 | 4 | $143,778 | $23,961 | $5,990iApproximate average salary by contribution assumption: employee only about $149,756 at 4% or $99,838 at 6%; with 50% employer match about $99,838 at 4% or $66,558 at 6%; with 100% employer match about $74,878 at 4% or $49,919 at 6%. |
| Srm Advisors 401K Ps Plan | - | 4 | $143,778 | $23,961 | $5,990iApproximate average salary by contribution assumption: employee only about $149,756 at 4% or $99,838 at 6%; with 50% employer match about $99,838 at 4% or $66,558 at 6%; with 100% employer match about $74,878 at 4% or $49,919 at 6%. |
| 2008 | 1 | 3 | $180,532 | $79,012 | $26,337iApproximate average salary by contribution assumption: employee only about $658,433 at 4% or $438,956 at 6%; with 50% employer match about $438,956 at 4% or $292,637 at 6%; with 100% employer match about $329,217 at 4% or $219,478 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $180,532 | $79,012 | $26,337iApproximate average salary by contribution assumption: employee only about $658,433 at 4% or $438,956 at 6%; with 50% employer match about $438,956 at 4% or $292,637 at 6%; with 100% employer match about $329,217 at 4% or $219,478 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Srm Advisors 401K Ps Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $63,414 | $63,414 | $21,138iApproximate average salary by contribution assumption: employee only about $528,450 at 4% or $352,300 at 6%; with 50% employer match about $352,300 at 4% or $234,867 at 6%; with 100% employer match about $264,225 at 4% or $176,150 at 6%. |
| Srm Advisors 401K Ps Plan | - | 3 | $63,414 | $63,414 | $21,138iApproximate average salary by contribution assumption: employee only about $528,450 at 4% or $352,300 at 6%; with 50% employer match about $352,300 at 4% or $234,867 at 6%; with 100% employer match about $264,225 at 4% or $176,150 at 6%. |