Civic Intelligence

Oregon Pacific Capital Managem

Plan context: Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust

EIN 93-1153623 • 11 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$9,645,048

2024 Contributions

$571,204

Historical Graphs

Total Assets Over Time

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

$9,645,048$4,822,524$0201420192024YearValue
$9,645,048Latest year 2024

Participants Over Time

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

60300201420192024YearValue
38Latest year 2024

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
2024138$9,645,048$571,204$15,032iApproximate average salary by contribution assumption: employee only about $375,792 at 4% or $250,528 at 6%; with 50% employer match about $250,528 at 4% or $167,019 at 6%; with 100% employer match about $187,896 at 4% or $125,264 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-38$9,645,048$571,204$15,032iApproximate average salary by contribution assumption: employee only about $375,792 at 4% or $250,528 at 6%; with 50% employer match about $250,528 at 4% or $167,019 at 6%; with 100% employer match about $187,896 at 4% or $125,264 at 6%.
2023131$8,018,041$587,548$18,953iApproximate average salary by contribution assumption: employee only about $473,829 at 4% or $315,886 at 6%; with 50% employer match about $315,886 at 4% or $210,591 at 6%; with 100% employer match about $236,915 at 4% or $157,943 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-31$8,018,041$587,548$18,953iApproximate average salary by contribution assumption: employee only about $473,829 at 4% or $315,886 at 6%; with 50% employer match about $315,886 at 4% or $210,591 at 6%; with 100% employer match about $236,915 at 4% or $157,943 at 6%.
2022129$6,457,264$547,227$18,870iApproximate average salary by contribution assumption: employee only about $471,747 at 4% or $314,498 at 6%; with 50% employer match about $314,498 at 4% or $209,666 at 6%; with 100% employer match about $235,874 at 4% or $157,249 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-29$6,457,264$547,227$18,870iApproximate average salary by contribution assumption: employee only about $471,747 at 4% or $314,498 at 6%; with 50% employer match about $314,498 at 4% or $209,666 at 6%; with 100% employer match about $235,874 at 4% or $157,249 at 6%.
2021131$7,328,696$533,612$17,213iApproximate average salary by contribution assumption: employee only about $430,332 at 4% or $286,888 at 6%; with 50% employer match about $286,888 at 4% or $191,259 at 6%; with 100% employer match about $215,166 at 4% or $143,444 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-31$7,328,696$533,612$17,213iApproximate average salary by contribution assumption: employee only about $430,332 at 4% or $286,888 at 6%; with 50% employer match about $286,888 at 4% or $191,259 at 6%; with 100% employer match about $215,166 at 4% or $143,444 at 6%.
2020129$6,109,280$525,455$18,119iApproximate average salary by contribution assumption: employee only about $452,978 at 4% or $301,986 at 6%; with 50% employer match about $301,986 at 4% or $201,324 at 6%; with 100% employer match about $226,489 at 4% or $150,993 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-29$6,109,280$525,455$18,119iApproximate average salary by contribution assumption: employee only about $452,978 at 4% or $301,986 at 6%; with 50% employer match about $301,986 at 4% or $201,324 at 6%; with 100% employer match about $226,489 at 4% or $150,993 at 6%.
2019137$5,133,258$499,299$13,495iApproximate average salary by contribution assumption: employee only about $337,364 at 4% or $224,909 at 6%; with 50% employer match about $224,909 at 4% or $149,940 at 6%; with 100% employer match about $168,682 at 4% or $112,455 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-37$5,133,258$499,299$13,495iApproximate average salary by contribution assumption: employee only about $337,364 at 4% or $224,909 at 6%; with 50% employer match about $224,909 at 4% or $149,940 at 6%; with 100% employer match about $168,682 at 4% or $112,455 at 6%.
2018156$4,082,993$396,689$7,084iApproximate average salary by contribution assumption: employee only about $177,093 at 4% or $118,062 at 6%; with 50% employer match about $118,062 at 4% or $78,708 at 6%; with 100% employer match about $88,547 at 4% or $59,031 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-56$4,082,993$396,689$7,084iApproximate average salary by contribution assumption: employee only about $177,093 at 4% or $118,062 at 6%; with 50% employer match about $118,062 at 4% or $78,708 at 6%; with 100% employer match about $88,547 at 4% or $59,031 at 6%.
2017151$4,662,801$378,141$7,415iApproximate average salary by contribution assumption: employee only about $185,363 at 4% or $123,575 at 6%; with 50% employer match about $123,575 at 4% or $82,384 at 6%; with 100% employer match about $92,682 at 4% or $61,788 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-51$4,662,801$378,141$7,415iApproximate average salary by contribution assumption: employee only about $185,363 at 4% or $123,575 at 6%; with 50% employer match about $123,575 at 4% or $82,384 at 6%; with 100% employer match about $92,682 at 4% or $61,788 at 6%.
2016152$4,032,024$453,109$8,714iApproximate average salary by contribution assumption: employee only about $217,841 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,614 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-52$4,032,024$453,109$8,714iApproximate average salary by contribution assumption: employee only about $217,841 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,614 at 6%.
2015160$4,089,276$419,666$6,994iApproximate average salary by contribution assumption: employee only about $174,861 at 4% or $116,574 at 6%; with 50% employer match about $116,574 at 4% or $77,716 at 6%; with 100% employer match about $87,430 at 4% or $58,287 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-60$4,089,276$419,666$6,994iApproximate average salary by contribution assumption: employee only about $174,861 at 4% or $116,574 at 6%; with 50% employer match about $116,574 at 4% or $77,716 at 6%; with 100% employer match about $87,430 at 4% or $58,287 at 6%.
2014148$3,950,386$449,519$9,365iApproximate average salary by contribution assumption: employee only about $234,124 at 4% or $156,083 at 6%; with 50% employer match about $156,083 at 4% or $104,055 at 6%; with 100% employer match about $117,062 at 4% or $78,041 at 6%.
Oregon Pacific Capital Managem 401(K) Profit Sharing Plan & Trust-48$3,950,386$449,519$9,365iApproximate average salary by contribution assumption: employee only about $234,124 at 4% or $156,083 at 6%; with 50% employer match about $156,083 at 4% or $104,055 at 6%; with 100% employer match about $117,062 at 4% or $78,041 at 6%.