Civic Intelligence

Opton & Underwood PC.

Plan context: Opton & Underwood PC. Profit Sharing Plan

EIN 93-1130220 • Portland, OR • 11 filings • 4 plans

621 SW Morrison Ste 1440Portland, OR 97205
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$481,559

2009 Contributions

$43,866

Historical Graphs

Total Assets Over Time

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

$722,495$361,248$0199920052009YearValue
$481,559Latest year 2009

Participants Over Time

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

840199920042009YearValue
8Latest year 2009

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
200918$481,559$43,866$5,483iApproximate average salary by contribution assumption: employee only about $137,081 at 4% or $91,388 at 6%; with 50% employer match about $91,388 at 4% or $60,925 at 6%; with 100% employer match about $68,541 at 4% or $45,694 at 6%.
Opton & Underwood PC. Profit Sharing Plan-8$481,559$43,866$5,483iApproximate average salary by contribution assumption: employee only about $137,081 at 4% or $91,388 at 6%; with 50% employer match about $91,388 at 4% or $60,925 at 6%; with 100% employer match about $68,541 at 4% or $45,694 at 6%.
200816$447,426$47,953$7,992iApproximate average salary by contribution assumption: employee only about $199,804 at 4% or $133,203 at 6%; with 50% employer match about $133,203 at 4% or $88,802 at 6%; with 100% employer match about $99,902 at 4% or $66,601 at 6%.
Opton & Underwood PC. Profit Sharing Plan-6$447,426$47,953$7,992iApproximate average salary by contribution assumption: employee only about $199,804 at 4% or $133,203 at 6%; with 50% employer match about $133,203 at 4% or $88,802 at 6%; with 100% employer match about $99,902 at 4% or $66,601 at 6%.
200717$722,495$131,269$18,753iApproximate average salary by contribution assumption: employee only about $468,818 at 4% or $312,545 at 6%; with 50% employer match about $312,545 at 4% or $208,363 at 6%; with 100% employer match about $234,409 at 4% or $156,273 at 6%.
Opton & Underwood PC. Profit Sharing Plan-7$722,495$131,269$18,753iApproximate average salary by contribution assumption: employee only about $468,818 at 4% or $312,545 at 6%; with 50% employer match about $312,545 at 4% or $208,363 at 6%; with 100% employer match about $234,409 at 4% or $156,273 at 6%.
200616$707,126$110,154$18,359iApproximate average salary by contribution assumption: employee only about $458,975 at 4% or $305,983 at 6%; with 50% employer match about $305,983 at 4% or $203,989 at 6%; with 100% employer match about $229,488 at 4% or $152,992 at 6%.
Opton & Underwood PC. Profit Sharing Plan-6$707,126$110,154$18,359iApproximate average salary by contribution assumption: employee only about $458,975 at 4% or $305,983 at 6%; with 50% employer match about $305,983 at 4% or $203,989 at 6%; with 100% employer match about $229,488 at 4% or $152,992 at 6%.
200516$545,567$93,389$15,565iApproximate average salary by contribution assumption: employee only about $389,121 at 4% or $259,414 at 6%; with 50% employer match about $259,414 at 4% or $172,943 at 6%; with 100% employer match about $194,560 at 4% or $129,707 at 6%.
Opton & Underwood PC. Profit Sharing Plan-6$545,567$93,389$15,565iApproximate average salary by contribution assumption: employee only about $389,121 at 4% or $259,414 at 6%; with 50% employer match about $259,414 at 4% or $172,943 at 6%; with 100% employer match about $194,560 at 4% or $129,707 at 6%.
200417$428,279$86,920$12,417iApproximate average salary by contribution assumption: employee only about $310,429 at 4% or $206,952 at 6%; with 50% employer match about $206,952 at 4% or $137,968 at 6%; with 100% employer match about $155,214 at 4% or $103,476 at 6%.
Opton & Underwood PC. Profit Sharing Plan-7$428,279$86,920$12,417iApproximate average salary by contribution assumption: employee only about $310,429 at 4% or $206,952 at 6%; with 50% employer match about $206,952 at 4% or $137,968 at 6%; with 100% employer match about $155,214 at 4% or $103,476 at 6%.
200316$0$0-
Opton & Underwood PC. Profit Sharing Plan-6---
200215$224,394$26,845$5,369iApproximate average salary by contribution assumption: employee only about $134,225 at 4% or $89,483 at 6%; with 50% employer match about $89,483 at 4% or $59,656 at 6%; with 100% employer match about $67,113 at 4% or $44,742 at 6%.
Opton & Underwood PC. Profit Sharing Plan-5$224,394$26,845$5,369iApproximate average salary by contribution assumption: employee only about $134,225 at 4% or $89,483 at 6%; with 50% employer match about $89,483 at 4% or $59,656 at 6%; with 100% employer match about $67,113 at 4% or $44,742 at 6%.
200115$243,929$29,563$5,913iApproximate average salary by contribution assumption: employee only about $147,815 at 4% or $98,543 at 6%; with 50% employer match about $98,543 at 4% or $65,696 at 6%; with 100% employer match about $73,908 at 4% or $49,272 at 6%.
Opton & Underwood PC. Profit Sharing Plan-5$243,929$29,563$5,913iApproximate average salary by contribution assumption: employee only about $147,815 at 4% or $98,543 at 6%; with 50% employer match about $98,543 at 4% or $65,696 at 6%; with 100% employer match about $73,908 at 4% or $49,272 at 6%.
200016$239,273$34,737$5,790iApproximate average salary by contribution assumption: employee only about $144,738 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%.
Opton & Underwood PC. Profit Sharing Plan-6$239,273$34,737$5,790iApproximate average salary by contribution assumption: employee only about $144,738 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%.
199917$227,585$34,546$4,935iApproximate average salary by contribution assumption: employee only about $123,379 at 4% or $82,252 at 6%; with 50% employer match about $82,252 at 4% or $54,835 at 6%; with 100% employer match about $61,689 at 4% or $41,126 at 6%.
Opton & Underwood PC. Profit Sharing Plan-7$227,585$34,546$4,935iApproximate average salary by contribution assumption: employee only about $123,379 at 4% or $82,252 at 6%; with 50% employer match about $82,252 at 4% or $54,835 at 6%; with 100% employer match about $61,689 at 4% or $41,126 at 6%.