Civic Intelligence

Michael S Farrell

Plan context: Michael S Farrell 401K Profit Sharing Plan & Trust

EIN 93-1191964 • Lake Oswego, OR • 9 filings • 3 plans

PO Box 1144Lake Oswego, OR 97035-0505
Current Snapshot

Latest Year

2011

2011 Participants

13

2011 Assets

$763,203

2011 Contributions

$91,617

Historical Graphs

Total Assets Over Time

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

$763,203$381,602$0200320072011YearValue
$763,203Latest year 2011

Participants Over Time

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

1470200320072011YearValue
13Latest year 2011

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
2011113$763,203$91,617$7,047iApproximate average salary by contribution assumption: employee only about $176,187 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,305 at 6%; with 100% employer match about $88,093 at 4% or $58,729 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-13$763,203$91,617$7,047iApproximate average salary by contribution assumption: employee only about $176,187 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,305 at 6%; with 100% employer match about $88,093 at 4% or $58,729 at 6%.
2010113$710,660$96,955$7,458iApproximate average salary by contribution assumption: employee only about $186,452 at 4% or $124,301 at 6%; with 50% employer match about $124,301 at 4% or $82,868 at 6%; with 100% employer match about $93,226 at 4% or $62,151 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-13$710,660$96,955$7,458iApproximate average salary by contribution assumption: employee only about $186,452 at 4% or $124,301 at 6%; with 50% employer match about $124,301 at 4% or $82,868 at 6%; with 100% employer match about $93,226 at 4% or $62,151 at 6%.
2009114$543,382$86,890$6,206iApproximate average salary by contribution assumption: employee only about $155,161 at 4% or $103,440 at 6%; with 50% employer match about $103,440 at 4% or $68,960 at 6%; with 100% employer match about $77,580 at 4% or $51,720 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-14$543,382$86,890$6,206iApproximate average salary by contribution assumption: employee only about $155,161 at 4% or $103,440 at 6%; with 50% employer match about $103,440 at 4% or $68,960 at 6%; with 100% employer match about $77,580 at 4% or $51,720 at 6%.
2008114$346,571$99,547$7,111iApproximate average salary by contribution assumption: employee only about $177,763 at 4% or $118,508 at 6%; with 50% employer match about $118,508 at 4% or $79,006 at 6%; with 100% employer match about $88,881 at 4% or $59,254 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-14$346,571$99,547$7,111iApproximate average salary by contribution assumption: employee only about $177,763 at 4% or $118,508 at 6%; with 50% employer match about $118,508 at 4% or $79,006 at 6%; with 100% employer match about $88,881 at 4% or $59,254 at 6%.
2007113$445,040$96,391$7,415iApproximate average salary by contribution assumption: employee only about $185,367 at 4% or $123,578 at 6%; with 50% employer match about $123,578 at 4% or $82,385 at 6%; with 100% employer match about $92,684 at 4% or $61,789 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-13$445,040$96,391$7,415iApproximate average salary by contribution assumption: employee only about $185,367 at 4% or $123,578 at 6%; with 50% employer match about $123,578 at 4% or $82,385 at 6%; with 100% employer match about $92,684 at 4% or $61,789 at 6%.
2006112$308,157$77,689$6,474iApproximate average salary by contribution assumption: employee only about $161,852 at 4% or $107,901 at 6%; with 50% employer match about $107,901 at 4% or $71,934 at 6%; with 100% employer match about $80,926 at 4% or $53,951 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-12$308,157$77,689$6,474iApproximate average salary by contribution assumption: employee only about $161,852 at 4% or $107,901 at 6%; with 50% employer match about $107,901 at 4% or $71,934 at 6%; with 100% employer match about $80,926 at 4% or $53,951 at 6%.
2005111$232,621$59,182$5,380iApproximate average salary by contribution assumption: employee only about $134,505 at 4% or $89,670 at 6%; with 50% employer match about $89,670 at 4% or $59,780 at 6%; with 100% employer match about $67,252 at 4% or $44,835 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-11$232,621$59,182$5,380iApproximate average salary by contribution assumption: employee only about $134,505 at 4% or $89,670 at 6%; with 50% employer match about $89,670 at 4% or $59,780 at 6%; with 100% employer match about $67,252 at 4% or $44,835 at 6%.
2004111$160,135$44,444$4,040iApproximate average salary by contribution assumption: employee only about $101,009 at 4% or $67,339 at 6%; with 50% employer match about $67,339 at 4% or $44,893 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-11$160,135$44,444$4,040iApproximate average salary by contribution assumption: employee only about $101,009 at 4% or $67,339 at 6%; with 50% employer match about $67,339 at 4% or $44,893 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
200319$101,904$48,100$5,344iApproximate average salary by contribution assumption: employee only about $133,611 at 4% or $89,074 at 6%; with 50% employer match about $89,074 at 4% or $59,383 at 6%; with 100% employer match about $66,806 at 4% or $44,537 at 6%.
Michael S Farrell 401K Profit Sharing Plan & Trust-9$101,904$48,100$5,344iApproximate average salary by contribution assumption: employee only about $133,611 at 4% or $89,074 at 6%; with 50% employer match about $89,074 at 4% or $59,383 at 6%; with 100% employer match about $66,806 at 4% or $44,537 at 6%.