Client First Group Inc.
Plan context: Client First Group 401K Plan
EIN 93-1224806 • Portland, OR • 15 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$1,080,759
2017 Contributions
$8,010
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $8,010 | - |
| Client First Group 401K Plan | - | 0 | $0 | $8,010 | - |
| 2016 | 1 | 3 | $1,080,759 | $21,655 | $7,218iApproximate average salary by contribution assumption: employee only about $180,458 at 4% or $120,306 at 6%; with 50% employer match about $120,306 at 4% or $80,204 at 6%; with 100% employer match about $90,229 at 4% or $60,153 at 6%. |
| Client First Group 401K Plan | - | 3 | $1,080,759 | $21,655 | $7,218iApproximate average salary by contribution assumption: employee only about $180,458 at 4% or $120,306 at 6%; with 50% employer match about $120,306 at 4% or $80,204 at 6%; with 100% employer match about $90,229 at 4% or $60,153 at 6%. |
| 2015 | 1 | 3 | $984,701 | $49,305 | $16,435iApproximate average salary by contribution assumption: employee only about $410,875 at 4% or $273,917 at 6%; with 50% employer match about $273,917 at 4% or $182,611 at 6%; with 100% employer match about $205,438 at 4% or $136,958 at 6%. |
| Client First Group 401K Plan | - | 3 | $984,701 | $49,305 | $16,435iApproximate average salary by contribution assumption: employee only about $410,875 at 4% or $273,917 at 6%; with 50% employer match about $273,917 at 4% or $182,611 at 6%; with 100% employer match about $205,438 at 4% or $136,958 at 6%. |
| 2014 | 1 | 3 | $940,057 | $81,335 | $27,112iApproximate average salary by contribution assumption: employee only about $677,792 at 4% or $451,861 at 6%; with 50% employer match about $451,861 at 4% or $301,241 at 6%; with 100% employer match about $338,896 at 4% or $225,931 at 6%. |
| Client First Group 401K Plan | - | 3 | $940,057 | $81,335 | $27,112iApproximate average salary by contribution assumption: employee only about $677,792 at 4% or $451,861 at 6%; with 50% employer match about $451,861 at 4% or $301,241 at 6%; with 100% employer match about $338,896 at 4% or $225,931 at 6%. |
| 2013 | 1 | 2 | $811,627 | $81,831 | $40,916iApproximate average salary by contribution assumption: employee only about $1,022,888 at 4% or $681,925 at 6%; with 50% employer match about $681,925 at 4% or $454,617 at 6%; with 100% employer match about $511,444 at 4% or $340,963 at 6%. |
| Client First Group 401K Plan | - | 2 | $811,627 | $81,831 | $40,916iApproximate average salary by contribution assumption: employee only about $1,022,888 at 4% or $681,925 at 6%; with 50% employer match about $681,925 at 4% or $454,617 at 6%; with 100% employer match about $511,444 at 4% or $340,963 at 6%. |
| 2012 | 1 | 2 | $610,227 | $72,442 | $36,221iApproximate average salary by contribution assumption: employee only about $905,525 at 4% or $603,683 at 6%; with 50% employer match about $603,683 at 4% or $402,456 at 6%; with 100% employer match about $452,763 at 4% or $301,842 at 6%. |
| Client First Group 401K Plan | - | 2 | $610,227 | $72,442 | $36,221iApproximate average salary by contribution assumption: employee only about $905,525 at 4% or $603,683 at 6%; with 50% employer match about $603,683 at 4% or $402,456 at 6%; with 100% employer match about $452,763 at 4% or $301,842 at 6%. |
| 2011 | 1 | 3 | $472,511 | $93,196 | $31,065iApproximate average salary by contribution assumption: employee only about $776,633 at 4% or $517,756 at 6%; with 50% employer match about $517,756 at 4% or $345,170 at 6%; with 100% employer match about $388,317 at 4% or $258,878 at 6%. |
| Client First Group 401K Plan | - | 3 | $472,511 | $93,196 | $31,065iApproximate average salary by contribution assumption: employee only about $776,633 at 4% or $517,756 at 6%; with 50% employer match about $517,756 at 4% or $345,170 at 6%; with 100% employer match about $388,317 at 4% or $258,878 at 6%. |
| 2010 | 1 | 3 | $387,358 | $70,700 | $23,567iApproximate average salary by contribution assumption: employee only about $589,167 at 4% or $392,778 at 6%; with 50% employer match about $392,778 at 4% or $261,852 at 6%; with 100% employer match about $294,583 at 4% or $196,389 at 6%. |
| Client First Group 401K Plan | - | 3 | $387,358 | $70,700 | $23,567iApproximate average salary by contribution assumption: employee only about $589,167 at 4% or $392,778 at 6%; with 50% employer match about $392,778 at 4% or $261,852 at 6%; with 100% employer match about $294,583 at 4% or $196,389 at 6%. |
| 2009 | 1 | 5 | $276,500 | $64,640 | $12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%. |
| Client First Group 401K Plan | - | 5 | $276,500 | $64,640 | $12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%. |
| 2008 | 1 | 6 | $183,292 | $46,594 | $7,766iApproximate average salary by contribution assumption: employee only about $194,142 at 4% or $129,428 at 6%; with 50% employer match about $129,428 at 4% or $86,285 at 6%; with 100% employer match about $97,071 at 4% or $64,714 at 6%. |
| Client First Group 401K Plan | - | 6 | $183,292 | $46,594 | $7,766iApproximate average salary by contribution assumption: employee only about $194,142 at 4% or $129,428 at 6%; with 50% employer match about $129,428 at 4% or $86,285 at 6%; with 100% employer match about $97,071 at 4% or $64,714 at 6%. |
| 2007 | 1 | 6 | $226,911 | $41,497 | $6,916iApproximate average salary by contribution assumption: employee only about $172,904 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,635 at 6%. |
| Client First Group 401K Plan | - | 6 | $226,911 | $41,497 | $6,916iApproximate average salary by contribution assumption: employee only about $172,904 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,635 at 6%. |
| 2006 | 1 | 4 | $180,641 | $44,003 | $11,001iApproximate average salary by contribution assumption: employee only about $275,019 at 4% or $183,346 at 6%; with 50% employer match about $183,346 at 4% or $122,231 at 6%; with 100% employer match about $137,509 at 4% or $91,673 at 6%. |
| Client First Group 401K Plan | - | 4 | $180,641 | $44,003 | $11,001iApproximate average salary by contribution assumption: employee only about $275,019 at 4% or $183,346 at 6%; with 50% employer match about $183,346 at 4% or $122,231 at 6%; with 100% employer match about $137,509 at 4% or $91,673 at 6%. |
| 2005 | 1 | 3 | $125,572 | $50,546 | $16,849iApproximate average salary by contribution assumption: employee only about $421,217 at 4% or $280,811 at 6%; with 50% employer match about $280,811 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,406 at 6%. |
| Client First Group 401K Plan | - | 3 | $125,572 | $50,546 | $16,849iApproximate average salary by contribution assumption: employee only about $421,217 at 4% or $280,811 at 6%; with 50% employer match about $280,811 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,406 at 6%. |
| 2004 | 1 | 3 | $70,452 | $24,885 | $8,295iApproximate average salary by contribution assumption: employee only about $207,375 at 4% or $138,250 at 6%; with 50% employer match about $138,250 at 4% or $92,167 at 6%; with 100% employer match about $103,688 at 4% or $69,125 at 6%. |
| Client First Group 401K Plan | - | 3 | $70,452 | $24,885 | $8,295iApproximate average salary by contribution assumption: employee only about $207,375 at 4% or $138,250 at 6%; with 50% employer match about $138,250 at 4% or $92,167 at 6%; with 100% employer match about $103,688 at 4% or $69,125 at 6%. |
| 2003 | 1 | 3 | $41,399 | $41,381 | $13,794iApproximate average salary by contribution assumption: employee only about $344,842 at 4% or $229,894 at 6%; with 50% employer match about $229,894 at 4% or $153,263 at 6%; with 100% employer match about $172,421 at 4% or $114,947 at 6%. |
| Client First Group 401K Plan | - | 3 | $41,399 | $41,381 | $13,794iApproximate average salary by contribution assumption: employee only about $344,842 at 4% or $229,894 at 6%; with 50% employer match about $229,894 at 4% or $153,263 at 6%; with 100% employer match about $172,421 at 4% or $114,947 at 6%. |