GENERATIONS RETIREMENT COMMUNITIES, LLC
Plan context: Generations LLC 401(K) Profit Sharing Plan & Trust
EIN 93-1140342 • Happy Valley, OR • 22 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
945
2024 Assets
$9,190,497
2024 Contributions
$1,361,552
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 | 2 | 945 | $9,190,497 | $1,361,552 | $1,441iApproximate average salary by contribution assumption: employee only about $36,020 at 4% or $24,013 at 6%; with 50% employer match about $24,013 at 4% or $16,009 at 6%; with 100% employer match about $18,010 at 4% or $12,007 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 945 | $9,190,497 | $1,361,552 | $1,441iApproximate average salary by contribution assumption: employee only about $36,020 at 4% or $24,013 at 6%; with 50% employer match about $24,013 at 4% or $16,009 at 6%; with 100% employer match about $18,010 at 4% or $12,007 at 6%. |
| Generations LLC | - | 242 | - | - | - |
| 2023 | 2 | 1,224 | $8,413,909 | $1,774,427 | $1,450iApproximate average salary by contribution assumption: employee only about $36,242 at 4% or $24,162 at 6%; with 50% employer match about $24,162 at 4% or $16,108 at 6%; with 100% employer match about $18,121 at 4% or $12,081 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 1,224 | $8,413,909 | $1,774,427 | $1,450iApproximate average salary by contribution assumption: employee only about $36,242 at 4% or $24,162 at 6%; with 50% employer match about $24,162 at 4% or $16,108 at 6%; with 100% employer match about $18,121 at 4% or $12,081 at 6%. |
| Generations LLC | - | 292 | - | - | - |
| 2022 | 2 | 1,049 | $6,741,369 | $1,937,638 | $1,847iApproximate average salary by contribution assumption: employee only about $46,178 at 4% or $30,785 at 6%; with 50% employer match about $30,785 at 4% or $20,524 at 6%; with 100% employer match about $23,089 at 4% or $15,393 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 1,049 | $6,741,369 | $1,937,638 | $1,847iApproximate average salary by contribution assumption: employee only about $46,178 at 4% or $30,785 at 6%; with 50% employer match about $30,785 at 4% or $20,524 at 6%; with 100% employer match about $23,089 at 4% or $15,393 at 6%. |
| Generations LLC | - | 292 | - | - | - |
| 2021 | 2 | 1,034 | $7,036,811 | $2,157,403 | $2,086iApproximate average salary by contribution assumption: employee only about $52,162 at 4% or $34,774 at 6%; with 50% employer match about $34,774 at 4% or $23,183 at 6%; with 100% employer match about $26,081 at 4% or $17,387 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 1,034 | $7,036,811 | $2,157,403 | $2,086iApproximate average salary by contribution assumption: employee only about $52,162 at 4% or $34,774 at 6%; with 50% employer match about $34,774 at 4% or $23,183 at 6%; with 100% employer match about $26,081 at 4% or $17,387 at 6%. |
| Generations LLC | - | 287 | - | - | - |
| 2020 | 2 | 1,247 | $5,045,848 | $1,492,909 | $1,197iApproximate average salary by contribution assumption: employee only about $29,930 at 4% or $19,953 at 6%; with 50% employer match about $19,953 at 4% or $13,302 at 6%; with 100% employer match about $14,965 at 4% or $9,977 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 1,247 | $5,045,848 | $1,492,909 | $1,197iApproximate average salary by contribution assumption: employee only about $29,930 at 4% or $19,953 at 6%; with 50% employer match about $19,953 at 4% or $13,302 at 6%; with 100% employer match about $14,965 at 4% or $9,977 at 6%. |
| Generations LLC | - | 261 | - | - | - |
| 2019 | 3 | 731 | $3,384,010 | $1,126,399 | $1,541iApproximate average salary by contribution assumption: employee only about $38,523 at 4% or $25,682 at 6%; with 50% employer match about $25,682 at 4% or $17,121 at 6%; with 100% employer match about $19,261 at 4% or $12,841 at 6%. |
| Generations LLC 401(K) Profit Sharing Plan & Trust | - | 731 | $3,384,010 | $1,126,399 | $1,541iApproximate average salary by contribution assumption: employee only about $38,523 at 4% or $25,682 at 6%; with 50% employer match about $25,682 at 4% or $17,121 at 6%; with 100% employer match about $19,261 at 4% or $12,841 at 6%. |
| Generations LLC | - | 166 | - | - | - |
| Generations LLC | - | 266 | - | - | - |
| 2018 | 1 | 88 | $0 | $0 | - |
| Generations LLC | - | 88 | - | - | - |
| 2017 | 3 | 1,059 | $0 | $0 | - |
| Generations Retirement Communities LLC | - | 1,059 | - | - | - |
| Generations LLC | - | 120 | - | - | - |
| Generations Retirement Communities LLC | - | 0 | - | - | - |
| 2016 | 2 | 1,062 | $0 | $0 | - |
| Generations LLC | - | 161 | - | - | - |
| Generations Retirement Communities LLC | - | 1,062 | - | - | - |
| 2015 | 1 | 167 | $0 | $0 | - |
| Generations LLC | - | 167 | - | - | - |
| 2012 | 1 | 162 | $0 | $0 | - |
| Generations LLC | - | 162 | - | - | - |
| 2011 | 1 | 127 | $0 | $0 | - |
| Generations LLC | - | 127 | - | - | - |