Civic Intelligence

James V. Bachman PC.

Plan context: James V. Bachman PC. 401(K) Plan

EIN 93-1229955 • Bend, OR • 19 filings • 2 plans

535 NE Greenwood AvenueBend, OR 97701
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,902,570

2024 Contributions

$100,728

Historical Graphs

Total Assets Over Time

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

$2,902,570$1,451,285$0200620152024YearValue
$2,902,570Latest year 2024

Participants Over Time

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

1370200620152024YearValue
13Latest 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
2024113$2,902,570$100,728$7,748iApproximate average salary by contribution assumption: employee only about $193,708 at 4% or $129,138 at 6%; with 50% employer match about $129,138 at 4% or $86,092 at 6%; with 100% employer match about $96,854 at 4% or $64,569 at 6%.
James V. Bachman PC. 401(K) Plan-13$2,902,570$100,728$7,748iApproximate average salary by contribution assumption: employee only about $193,708 at 4% or $129,138 at 6%; with 50% employer match about $129,138 at 4% or $86,092 at 6%; with 100% employer match about $96,854 at 4% or $64,569 at 6%.
2023113$2,744,149$86,102$6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,387 at 6%; with 50% employer match about $110,387 at 4% or $73,591 at 6%; with 100% employer match about $82,790 at 4% or $55,194 at 6%.
James V. Bachman PC. 401(K) Plan-13$2,744,149$86,102$6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,387 at 6%; with 50% employer match about $110,387 at 4% or $73,591 at 6%; with 100% employer match about $82,790 at 4% or $55,194 at 6%.
2022111$2,272,912$69,490$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
James V. Bachman PC. 401(K) Plan-11$2,272,912$69,490$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
2021111$2,685,555$83,811$7,619iApproximate average salary by contribution assumption: employee only about $190,480 at 4% or $126,986 at 6%; with 50% employer match about $126,986 at 4% or $84,658 at 6%; with 100% employer match about $95,240 at 4% or $63,493 at 6%.
James V. Bachman PC. 401(K) Plan-11$2,685,555$83,811$7,619iApproximate average salary by contribution assumption: employee only about $190,480 at 4% or $126,986 at 6%; with 50% employer match about $126,986 at 4% or $84,658 at 6%; with 100% employer match about $95,240 at 4% or $63,493 at 6%.
2020112$2,243,058$87,483$7,290iApproximate average salary by contribution assumption: employee only about $182,256 at 4% or $121,504 at 6%; with 50% employer match about $121,504 at 4% or $81,003 at 6%; with 100% employer match about $91,128 at 4% or $60,752 at 6%.
James V. Bachman PC. 401(K) Plan-12$2,243,058$87,483$7,290iApproximate average salary by contribution assumption: employee only about $182,256 at 4% or $121,504 at 6%; with 50% employer match about $121,504 at 4% or $81,003 at 6%; with 100% employer match about $91,128 at 4% or $60,752 at 6%.
201916$1,849,059$82,854$13,809iApproximate average salary by contribution assumption: employee only about $345,225 at 4% or $230,150 at 6%; with 50% employer match about $230,150 at 4% or $153,433 at 6%; with 100% employer match about $172,613 at 4% or $115,075 at 6%.
James V. Bachman PC. 401(K) Plan-6$1,849,059$82,854$13,809iApproximate average salary by contribution assumption: employee only about $345,225 at 4% or $230,150 at 6%; with 50% employer match about $230,150 at 4% or $153,433 at 6%; with 100% employer match about $172,613 at 4% or $115,075 at 6%.
201819$1,448,457$64,645$7,183iApproximate average salary by contribution assumption: employee only about $179,569 at 4% or $119,713 at 6%; with 50% employer match about $119,713 at 4% or $79,809 at 6%; with 100% employer match about $89,785 at 4% or $59,856 at 6%.
James V. Bachman PC. 401(K) Plan-9$1,448,457$64,645$7,183iApproximate average salary by contribution assumption: employee only about $179,569 at 4% or $119,713 at 6%; with 50% employer match about $119,713 at 4% or $79,809 at 6%; with 100% employer match about $89,785 at 4% or $59,856 at 6%.
201718$1,503,983$66,983$8,373iApproximate average salary by contribution assumption: employee only about $209,322 at 4% or $139,548 at 6%; with 50% employer match about $139,548 at 4% or $93,032 at 6%; with 100% employer match about $104,661 at 4% or $69,774 at 6%.
James V. Bachman PC. 401(K) Plan-8$1,503,983$66,983$8,373iApproximate average salary by contribution assumption: employee only about $209,322 at 4% or $139,548 at 6%; with 50% employer match about $139,548 at 4% or $93,032 at 6%; with 100% employer match about $104,661 at 4% or $69,774 at 6%.
201618$1,325,107$82,653$10,332iApproximate average salary by contribution assumption: employee only about $258,291 at 4% or $172,194 at 6%; with 50% employer match about $172,194 at 4% or $114,796 at 6%; with 100% employer match about $129,145 at 4% or $86,097 at 6%.
James V. Bachman PC. 401(K) Plan-8$1,325,107$82,653$10,332iApproximate average salary by contribution assumption: employee only about $258,291 at 4% or $172,194 at 6%; with 50% employer match about $172,194 at 4% or $114,796 at 6%; with 100% employer match about $129,145 at 4% or $86,097 at 6%.
201518$1,175,277$78,136$9,767iApproximate average salary by contribution assumption: employee only about $244,175 at 4% or $162,783 at 6%; with 50% employer match about $162,783 at 4% or $108,522 at 6%; with 100% employer match about $122,088 at 4% or $81,392 at 6%.
James V. Bachman PC. 401(K) Plan-8$1,175,277$78,136$9,767iApproximate average salary by contribution assumption: employee only about $244,175 at 4% or $162,783 at 6%; with 50% employer match about $162,783 at 4% or $108,522 at 6%; with 100% employer match about $122,088 at 4% or $81,392 at 6%.
201418$1,079,653$72,681$9,085iApproximate average salary by contribution assumption: employee only about $227,128 at 4% or $151,419 at 6%; with 50% employer match about $151,419 at 4% or $100,946 at 6%; with 100% employer match about $113,564 at 4% or $75,709 at 6%.
James V. Bachman PC. 401(K) Plan-8$1,079,653$72,681$9,085iApproximate average salary by contribution assumption: employee only about $227,128 at 4% or $151,419 at 6%; with 50% employer match about $151,419 at 4% or $100,946 at 6%; with 100% employer match about $113,564 at 4% or $75,709 at 6%.
201316$980,668$62,384$10,397iApproximate average salary by contribution assumption: employee only about $259,933 at 4% or $173,289 at 6%; with 50% employer match about $173,289 at 4% or $115,526 at 6%; with 100% employer match about $129,967 at 4% or $86,644 at 6%.
James V. Bachman PC. 401(K) Plan-6$980,668$62,384$10,397iApproximate average salary by contribution assumption: employee only about $259,933 at 4% or $173,289 at 6%; with 50% employer match about $173,289 at 4% or $115,526 at 6%; with 100% employer match about $129,967 at 4% or $86,644 at 6%.
201217$964,655$78,133$11,162iApproximate average salary by contribution assumption: employee only about $279,046 at 4% or $186,031 at 6%; with 50% employer match about $186,031 at 4% or $124,021 at 6%; with 100% employer match about $139,523 at 4% or $93,015 at 6%.
James V. Bachman PC. 401(K) Plan-7$964,655$78,133$11,162iApproximate average salary by contribution assumption: employee only about $279,046 at 4% or $186,031 at 6%; with 50% employer match about $186,031 at 4% or $124,021 at 6%; with 100% employer match about $139,523 at 4% or $93,015 at 6%.
201117$853,246$88,562$12,652iApproximate average salary by contribution assumption: employee only about $316,293 at 4% or $210,862 at 6%; with 50% employer match about $210,862 at 4% or $140,575 at 6%; with 100% employer match about $158,146 at 4% or $105,431 at 6%.
James V. Bachman PC. 401(K) Plan-7$853,246$88,562$12,652iApproximate average salary by contribution assumption: employee only about $316,293 at 4% or $210,862 at 6%; with 50% employer match about $210,862 at 4% or $140,575 at 6%; with 100% employer match about $158,146 at 4% or $105,431 at 6%.
201019$807,360$106,489$11,832iApproximate average salary by contribution assumption: employee only about $295,803 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
James V. Bachman PC. 401(K) Plan-9$807,360$106,489$11,832iApproximate average salary by contribution assumption: employee only about $295,803 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
200919$619,873$106,728$11,859iApproximate average salary by contribution assumption: employee only about $296,467 at 4% or $197,644 at 6%; with 50% employer match about $197,644 at 4% or $131,763 at 6%; with 100% employer match about $148,233 at 4% or $98,822 at 6%.
James V. Bachman PC. 401(K) Plan-9$619,873$106,728$11,859iApproximate average salary by contribution assumption: employee only about $296,467 at 4% or $197,644 at 6%; with 50% employer match about $197,644 at 4% or $131,763 at 6%; with 100% employer match about $148,233 at 4% or $98,822 at 6%.
200819$374,920$96,781$10,753iApproximate average salary by contribution assumption: employee only about $268,836 at 4% or $179,224 at 6%; with 50% employer match about $179,224 at 4% or $119,483 at 6%; with 100% employer match about $134,418 at 4% or $89,612 at 6%.
James V. Bachman PC. 401(K) Plan-9$374,920$96,781$10,753iApproximate average salary by contribution assumption: employee only about $268,836 at 4% or $179,224 at 6%; with 50% employer match about $179,224 at 4% or $119,483 at 6%; with 100% employer match about $134,418 at 4% or $89,612 at 6%.
200717$489,360$75,629$10,804iApproximate average salary by contribution assumption: employee only about $270,104 at 4% or $180,069 at 6%; with 50% employer match about $180,069 at 4% or $120,046 at 6%; with 100% employer match about $135,052 at 4% or $90,035 at 6%.
James V. Bachman PC. 401(K) Plan-7$489,360$75,629$10,804iApproximate average salary by contribution assumption: employee only about $270,104 at 4% or $180,069 at 6%; with 50% employer match about $180,069 at 4% or $120,046 at 6%; with 100% employer match about $135,052 at 4% or $90,035 at 6%.
200619$378,085$360,355$40,039iApproximate average salary by contribution assumption: employee only about $1,000,986 at 4% or $667,324 at 6%; with 50% employer match about $667,324 at 4% or $444,883 at 6%; with 100% employer match about $500,493 at 4% or $333,662 at 6%.
James V. Bachman PC. 401(K) Plan-9$378,085$360,355$40,039iApproximate average salary by contribution assumption: employee only about $1,000,986 at 4% or $667,324 at 6%; with 50% employer match about $667,324 at 4% or $444,883 at 6%; with 100% employer match about $500,493 at 4% or $333,662 at 6%.