Civic Intelligence

Advanced Asset Management Inc.

Plan context: Advanced Asset Management 401(K) P/S Plan

EIN 93-1192173 • Beaverton, OR • 20 filings • 3 plans

8625 SW Cascade AvenueSuite 602Beaverton, OR 97008
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,718,487

2024 Contributions

$276,240

Historical Graphs

Total Assets Over Time

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

$1,883,560$941,780$0200520152024YearValue
$1,718,487Latest year 2024

Participants Over Time

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

1050200520152024YearValue
8Latest 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
202418$1,718,487$276,240$34,530iApproximate average salary by contribution assumption: employee only about $863,250 at 4% or $575,500 at 6%; with 50% employer match about $575,500 at 4% or $383,667 at 6%; with 100% employer match about $431,625 at 4% or $287,750 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$1,718,487$276,240$34,530iApproximate average salary by contribution assumption: employee only about $863,250 at 4% or $575,500 at 6%; with 50% employer match about $575,500 at 4% or $383,667 at 6%; with 100% employer match about $431,625 at 4% or $287,750 at 6%.
202319$1,519,060$280,972$31,219iApproximate average salary by contribution assumption: employee only about $780,478 at 4% or $520,319 at 6%; with 50% employer match about $520,319 at 4% or $346,879 at 6%; with 100% employer match about $390,239 at 4% or $260,159 at 6%.
Advanced Asset Management 401(K) P/S Plan-9$1,519,060$280,972$31,219iApproximate average salary by contribution assumption: employee only about $780,478 at 4% or $520,319 at 6%; with 50% employer match about $520,319 at 4% or $346,879 at 6%; with 100% employer match about $390,239 at 4% or $260,159 at 6%.
2022110$1,797,310$284,512$28,451iApproximate average salary by contribution assumption: employee only about $711,280 at 4% or $474,187 at 6%; with 50% employer match about $474,187 at 4% or $316,124 at 6%; with 100% employer match about $355,640 at 4% or $237,093 at 6%.
Advanced Asset Management 401(K) P/S Plan-10$1,797,310$284,512$28,451iApproximate average salary by contribution assumption: employee only about $711,280 at 4% or $474,187 at 6%; with 50% employer match about $474,187 at 4% or $316,124 at 6%; with 100% employer match about $355,640 at 4% or $237,093 at 6%.
202119$1,883,560$311,292$34,588iApproximate average salary by contribution assumption: employee only about $864,700 at 4% or $576,467 at 6%; with 50% employer match about $576,467 at 4% or $384,311 at 6%; with 100% employer match about $432,350 at 4% or $288,233 at 6%.
Advanced Asset Management 401(K) P/S Plan-9$1,883,560$311,292$34,588iApproximate average salary by contribution assumption: employee only about $864,700 at 4% or $576,467 at 6%; with 50% employer match about $576,467 at 4% or $384,311 at 6%; with 100% employer match about $432,350 at 4% or $288,233 at 6%.
202019$1,462,967$256,184$28,465iApproximate average salary by contribution assumption: employee only about $711,622 at 4% or $474,415 at 6%; with 50% employer match about $474,415 at 4% or $316,277 at 6%; with 100% employer match about $355,811 at 4% or $237,207 at 6%.
Advanced Asset Management 401(K) P/S Plan-9$1,462,967$256,184$28,465iApproximate average salary by contribution assumption: employee only about $711,622 at 4% or $474,415 at 6%; with 50% employer match about $474,415 at 4% or $316,277 at 6%; with 100% employer match about $355,811 at 4% or $237,207 at 6%.
201919$1,145,554$234,773$26,086iApproximate average salary by contribution assumption: employee only about $652,147 at 4% or $434,765 at 6%; with 50% employer match about $434,765 at 4% or $289,843 at 6%; with 100% employer match about $326,074 at 4% or $217,382 at 6%.
Advanced Asset Management 401(K) P/S Plan-9$1,145,554$234,773$26,086iApproximate average salary by contribution assumption: employee only about $652,147 at 4% or $434,765 at 6%; with 50% employer match about $434,765 at 4% or $289,843 at 6%; with 100% employer match about $326,074 at 4% or $217,382 at 6%.
201818$856,361$215,737$26,967iApproximate average salary by contribution assumption: employee only about $674,178 at 4% or $449,452 at 6%; with 50% employer match about $449,452 at 4% or $299,635 at 6%; with 100% employer match about $337,089 at 4% or $224,726 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$856,361$215,737$26,967iApproximate average salary by contribution assumption: employee only about $674,178 at 4% or $449,452 at 6%; with 50% employer match about $449,452 at 4% or $299,635 at 6%; with 100% employer match about $337,089 at 4% or $224,726 at 6%.
201718$794,515$195,337$24,417iApproximate average salary by contribution assumption: employee only about $610,428 at 4% or $406,952 at 6%; with 50% employer match about $406,952 at 4% or $271,301 at 6%; with 100% employer match about $305,214 at 4% or $203,476 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$794,515$195,337$24,417iApproximate average salary by contribution assumption: employee only about $610,428 at 4% or $406,952 at 6%; with 50% employer match about $406,952 at 4% or $271,301 at 6%; with 100% employer match about $305,214 at 4% or $203,476 at 6%.
201618$587,151$158,282$19,785iApproximate average salary by contribution assumption: employee only about $494,631 at 4% or $329,754 at 6%; with 50% employer match about $329,754 at 4% or $219,836 at 6%; with 100% employer match about $247,316 at 4% or $164,877 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$587,151$158,282$19,785iApproximate average salary by contribution assumption: employee only about $494,631 at 4% or $329,754 at 6%; with 50% employer match about $329,754 at 4% or $219,836 at 6%; with 100% employer match about $247,316 at 4% or $164,877 at 6%.
201518$517,148$156,569$19,571iApproximate average salary by contribution assumption: employee only about $489,278 at 4% or $326,185 at 6%; with 50% employer match about $326,185 at 4% or $217,457 at 6%; with 100% employer match about $244,639 at 4% or $163,093 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$517,148$156,569$19,571iApproximate average salary by contribution assumption: employee only about $489,278 at 4% or $326,185 at 6%; with 50% employer match about $326,185 at 4% or $217,457 at 6%; with 100% employer match about $244,639 at 4% or $163,093 at 6%.
201418$522,400$136,608$17,076iApproximate average salary by contribution assumption: employee only about $426,900 at 4% or $284,600 at 6%; with 50% employer match about $284,600 at 4% or $189,733 at 6%; with 100% employer match about $213,450 at 4% or $142,300 at 6%.
Advanced Asset Management 401(K) P/S Plan-8$522,400$136,608$17,076iApproximate average salary by contribution assumption: employee only about $426,900 at 4% or $284,600 at 6%; with 50% employer match about $284,600 at 4% or $189,733 at 6%; with 100% employer match about $213,450 at 4% or $142,300 at 6%.
201317$368,508$124,119$17,731iApproximate average salary by contribution assumption: employee only about $443,282 at 4% or $295,521 at 6%; with 50% employer match about $295,521 at 4% or $197,014 at 6%; with 100% employer match about $221,641 at 4% or $147,761 at 6%.
Advanced Asset Management 401(K) P/S Plan-7$368,508$124,119$17,731iApproximate average salary by contribution assumption: employee only about $443,282 at 4% or $295,521 at 6%; with 50% employer match about $295,521 at 4% or $197,014 at 6%; with 100% employer match about $221,641 at 4% or $147,761 at 6%.
201216$534,588$114,600$19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%.
Advanced Asset Management 401(K) P/S Plan-6$534,588$114,600$19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%.
201116$379,908$126,066$21,011iApproximate average salary by contribution assumption: employee only about $525,275 at 4% or $350,183 at 6%; with 50% employer match about $350,183 at 4% or $233,456 at 6%; with 100% employer match about $262,638 at 4% or $175,092 at 6%.
Advanced Asset Management 401(K) P/S Plan-6$379,908$126,066$21,011iApproximate average salary by contribution assumption: employee only about $525,275 at 4% or $350,183 at 6%; with 50% employer match about $350,183 at 4% or $233,456 at 6%; with 100% employer match about $262,638 at 4% or $175,092 at 6%.
201014$266,546$83,451$20,863iApproximate average salary by contribution assumption: employee only about $521,569 at 4% or $347,713 at 6%; with 50% employer match about $347,713 at 4% or $231,808 at 6%; with 100% employer match about $260,784 at 4% or $173,856 at 6%.
Advanced Asset Management 401(K) P/S Plan-4$266,546$83,451$20,863iApproximate average salary by contribution assumption: employee only about $521,569 at 4% or $347,713 at 6%; with 50% employer match about $347,713 at 4% or $231,808 at 6%; with 100% employer match about $260,784 at 4% or $173,856 at 6%.
200914$181,152$24,476$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
Advanced Asset Management 401(K) P/S Plan-4$181,152$24,476$6,119iApproximate average salary by contribution assumption: employee only about $152,975 at 4% or $101,983 at 6%; with 50% employer match about $101,983 at 4% or $67,989 at 6%; with 100% employer match about $76,488 at 4% or $50,992 at 6%.
200814$115,850$46,681$11,670iApproximate average salary by contribution assumption: employee only about $291,756 at 4% or $194,504 at 6%; with 50% employer match about $194,504 at 4% or $129,669 at 6%; with 100% employer match about $145,878 at 4% or $97,252 at 6%.
Advanced Asset Management 401(K) P/S Plan-4$115,850$46,681$11,670iApproximate average salary by contribution assumption: employee only about $291,756 at 4% or $194,504 at 6%; with 50% employer match about $194,504 at 4% or $129,669 at 6%; with 100% employer match about $145,878 at 4% or $97,252 at 6%.
200715$0$0-
Advanced Asset Management 401(K) P/S Plan-5---
200615$73,185$39,106$7,821iApproximate average salary by contribution assumption: employee only about $195,530 at 4% or $130,353 at 6%; with 50% employer match about $130,353 at 4% or $86,902 at 6%; with 100% employer match about $97,765 at 4% or $65,177 at 6%.
Advanced Asset Management 401(K) P/S Plan-5$73,185$39,106$7,821iApproximate average salary by contribution assumption: employee only about $195,530 at 4% or $130,353 at 6%; with 50% employer match about $130,353 at 4% or $86,902 at 6%; with 100% employer match about $97,765 at 4% or $65,177 at 6%.
200516$26,780$25,979$4,330iApproximate average salary by contribution assumption: employee only about $108,246 at 4% or $72,164 at 6%; with 50% employer match about $72,164 at 4% or $48,109 at 6%; with 100% employer match about $54,123 at 4% or $36,082 at 6%.
Advanced Asset Management 401(K) P/S Plan-6$26,780$25,979$4,330iApproximate average salary by contribution assumption: employee only about $108,246 at 4% or $72,164 at 6%; with 50% employer match about $72,164 at 4% or $48,109 at 6%; with 100% employer match about $54,123 at 4% or $36,082 at 6%.