Civic Intelligence

Marcia Kies PC.

Plan context: Marcia Kies PC. 401K Profit Sharing Plan

EIN 93-1178988 • Lake Oswego, OR • 28 filings • 3 plans

5542 Langford LaneLake Oswego, OR 97035-2210
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$898,611

2024 Contributions

$26,616

Historical Graphs

Total Assets Over Time

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

$1,452,321$726,161$0200220142024YearValue
$898,611Latest year 2024

Participants Over Time

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

530200020122024YearValue
1Latest 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
202411$898,611$26,616$26,616iApproximate average salary by contribution assumption: employee only about $665,400 at 4% or $443,600 at 6%; with 50% employer match about $443,600 at 4% or $295,733 at 6%; with 100% employer match about $332,700 at 4% or $221,800 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-1$898,611$26,616$26,616iApproximate average salary by contribution assumption: employee only about $665,400 at 4% or $443,600 at 6%; with 50% employer match about $443,600 at 4% or $295,733 at 6%; with 100% employer match about $332,700 at 4% or $221,800 at 6%.
202311$845,750$25,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-1$845,750$25,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
202211$772,886$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-1$772,886$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
202111$869,818$63,070$63,070iApproximate average salary by contribution assumption: employee only about $1,576,750 at 4% or $1,051,167 at 6%; with 50% employer match about $1,051,167 at 4% or $700,778 at 6%; with 100% employer match about $788,375 at 4% or $525,583 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-1$869,818$63,070$63,070iApproximate average salary by contribution assumption: employee only about $1,576,750 at 4% or $1,051,167 at 6%; with 50% employer match about $1,051,167 at 4% or $700,778 at 6%; with 100% employer match about $788,375 at 4% or $525,583 at 6%.
202012$770,893$63,500$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-2$770,893$63,500$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
201914$1,452,321$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-4$1,452,321$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201815$1,203,135$58,463$11,693iApproximate average salary by contribution assumption: employee only about $292,315 at 4% or $194,877 at 6%; with 50% employer match about $194,877 at 4% or $129,918 at 6%; with 100% employer match about $146,158 at 4% or $97,438 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-5$1,203,135$58,463$11,693iApproximate average salary by contribution assumption: employee only about $292,315 at 4% or $194,877 at 6%; with 50% employer match about $194,877 at 4% or $129,918 at 6%; with 100% employer match about $146,158 at 4% or $97,438 at 6%.
201714$1,186,276$81,099$20,275iApproximate average salary by contribution assumption: employee only about $506,869 at 4% or $337,913 at 6%; with 50% employer match about $337,913 at 4% or $225,275 at 6%; with 100% employer match about $253,434 at 4% or $168,956 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-4$1,186,276$81,099$20,275iApproximate average salary by contribution assumption: employee only about $506,869 at 4% or $337,913 at 6%; with 50% employer match about $337,913 at 4% or $225,275 at 6%; with 100% employer match about $253,434 at 4% or $168,956 at 6%.
201613$974,271$62,337$20,779iApproximate average salary by contribution assumption: employee only about $519,475 at 4% or $346,317 at 6%; with 50% employer match about $346,317 at 4% or $230,878 at 6%; with 100% employer match about $259,738 at 4% or $173,158 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$974,271$62,337$20,779iApproximate average salary by contribution assumption: employee only about $519,475 at 4% or $346,317 at 6%; with 50% employer match about $346,317 at 4% or $230,878 at 6%; with 100% employer match about $259,738 at 4% or $173,158 at 6%.
201513$863,457$67,579$22,526iApproximate average salary by contribution assumption: employee only about $563,158 at 4% or $375,439 at 6%; with 50% employer match about $375,439 at 4% or $250,293 at 6%; with 100% employer match about $281,579 at 4% or $187,719 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$863,457$67,579$22,526iApproximate average salary by contribution assumption: employee only about $563,158 at 4% or $375,439 at 6%; with 50% employer match about $375,439 at 4% or $250,293 at 6%; with 100% employer match about $281,579 at 4% or $187,719 at 6%.
201414$799,181$63,150$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-4$799,181$63,150$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
201313$839,319$68,077$22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$839,319$68,077$22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%.
201213$693,262$47,409$15,803iApproximate average salary by contribution assumption: employee only about $395,075 at 4% or $263,383 at 6%; with 50% employer match about $263,383 at 4% or $175,589 at 6%; with 100% employer match about $197,538 at 4% or $131,692 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$693,262$47,409$15,803iApproximate average salary by contribution assumption: employee only about $395,075 at 4% or $263,383 at 6%; with 50% employer match about $263,383 at 4% or $175,589 at 6%; with 100% employer match about $197,538 at 4% or $131,692 at 6%.
201113$589,890$5,470$1,823iApproximate average salary by contribution assumption: employee only about $45,583 at 4% or $30,389 at 6%; with 50% employer match about $30,389 at 4% or $20,259 at 6%; with 100% employer match about $22,792 at 4% or $15,194 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$589,890$5,470$1,823iApproximate average salary by contribution assumption: employee only about $45,583 at 4% or $30,389 at 6%; with 50% employer match about $30,389 at 4% or $20,259 at 6%; with 100% employer match about $22,792 at 4% or $15,194 at 6%.
201013$587,136$33,152$11,051iApproximate average salary by contribution assumption: employee only about $276,267 at 4% or $184,178 at 6%; with 50% employer match about $184,178 at 4% or $122,785 at 6%; with 100% employer match about $138,133 at 4% or $92,089 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$587,136$33,152$11,051iApproximate average salary by contribution assumption: employee only about $276,267 at 4% or $184,178 at 6%; with 50% employer match about $184,178 at 4% or $122,785 at 6%; with 100% employer match about $138,133 at 4% or $92,089 at 6%.
200913$520,060$30,881$10,294iApproximate average salary by contribution assumption: employee only about $257,342 at 4% or $171,561 at 6%; with 50% employer match about $171,561 at 4% or $114,374 at 6%; with 100% employer match about $128,671 at 4% or $85,781 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$520,060$30,881$10,294iApproximate average salary by contribution assumption: employee only about $257,342 at 4% or $171,561 at 6%; with 50% employer match about $171,561 at 4% or $114,374 at 6%; with 100% employer match about $128,671 at 4% or $85,781 at 6%.
200813$443,040$9,343$3,114iApproximate average salary by contribution assumption: employee only about $77,858 at 4% or $51,906 at 6%; with 50% employer match about $51,906 at 4% or $34,604 at 6%; with 100% employer match about $38,929 at 4% or $25,953 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$443,040$9,343$3,114iApproximate average salary by contribution assumption: employee only about $77,858 at 4% or $51,906 at 6%; with 50% employer match about $51,906 at 4% or $34,604 at 6%; with 100% employer match about $38,929 at 4% or $25,953 at 6%.
200713$0$0-
Marcia Kies PC. 401K Profit Sharing Plan-3---
200613$436,506$55,491$18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$436,506$55,491$18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%.
200513$328,983$53,061$17,687iApproximate average salary by contribution assumption: employee only about $442,175 at 4% or $294,783 at 6%; with 50% employer match about $294,783 at 4% or $196,522 at 6%; with 100% employer match about $221,088 at 4% or $147,392 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-3$328,983$53,061$17,687iApproximate average salary by contribution assumption: employee only about $442,175 at 4% or $294,783 at 6%; with 50% employer match about $294,783 at 4% or $196,522 at 6%; with 100% employer match about $221,088 at 4% or $147,392 at 6%.
200412$256,901$53,653$26,827iApproximate average salary by contribution assumption: employee only about $670,663 at 4% or $447,108 at 6%; with 50% employer match about $447,108 at 4% or $298,072 at 6%; with 100% employer match about $335,331 at 4% or $223,554 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-2$256,901$53,653$26,827iApproximate average salary by contribution assumption: employee only about $670,663 at 4% or $447,108 at 6%; with 50% employer match about $447,108 at 4% or $298,072 at 6%; with 100% employer match about $335,331 at 4% or $223,554 at 6%.
200312$184,159$50,091$25,046iApproximate average salary by contribution assumption: employee only about $626,138 at 4% or $417,425 at 6%; with 50% employer match about $417,425 at 4% or $278,283 at 6%; with 100% employer match about $313,069 at 4% or $208,713 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-2$184,159$50,091$25,046iApproximate average salary by contribution assumption: employee only about $626,138 at 4% or $417,425 at 6%; with 50% employer match about $417,425 at 4% or $278,283 at 6%; with 100% employer match about $313,069 at 4% or $208,713 at 6%.
200222$119,955$48,569$24,285iApproximate average salary by contribution assumption: employee only about $607,113 at 4% or $404,742 at 6%; with 50% employer match about $404,742 at 4% or $269,828 at 6%; with 100% employer match about $303,556 at 4% or $202,371 at 6%.
Marcia Kies PC. 401K Profit Sharing Plan-2$119,955$48,569$24,285iApproximate average salary by contribution assumption: employee only about $607,113 at 4% or $404,742 at 6%; with 50% employer match about $404,742 at 4% or $269,828 at 6%; with 100% employer match about $303,556 at 4% or $202,371 at 6%.
MARCIA KIES, P.C. MONEY PURCHASE PLAN-0---
200122$0$0-
Marcia Kies PC. 401K Profit Sharing Plan-2---
MARCIA KIES, P.C. MONEY PURCHASE PLAN-2---
200022$0$0-
MARCIA KIES, P.C. MONEY PURCHASE PLAN-2---
Marcia Kies PC. 401K Profit Sharing Plan-2---