Civic Intelligence

Mustard Financial Services Inc

Plan context: Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust

EIN 93-1235277 • Beaverton, OR • 19 filings • 4 plans

PO Box 1823Beaverton, OR 97075-1823
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$434,407

2024 Contributions

$27,453

Historical Graphs

Total Assets Over Time

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

$434,407$217,204$0200620162024YearValue
$434,407Latest year 2024

Participants Over Time

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

420200620152024YearValue
3Latest 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
202413$434,407$27,453$9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$434,407$27,453$9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%.
202313$398,978$26,898$8,966iApproximate average salary by contribution assumption: employee only about $224,150 at 4% or $149,433 at 6%; with 50% employer match about $149,433 at 4% or $99,622 at 6%; with 100% employer match about $112,075 at 4% or $74,717 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$398,978$26,898$8,966iApproximate average salary by contribution assumption: employee only about $224,150 at 4% or $149,433 at 6%; with 50% employer match about $149,433 at 4% or $99,622 at 6%; with 100% employer match about $112,075 at 4% or $74,717 at 6%.
202213$353,261$24,531$8,177iApproximate average salary by contribution assumption: employee only about $204,425 at 4% or $136,283 at 6%; with 50% employer match about $136,283 at 4% or $90,856 at 6%; with 100% employer match about $102,213 at 4% or $68,142 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$353,261$24,531$8,177iApproximate average salary by contribution assumption: employee only about $204,425 at 4% or $136,283 at 6%; with 50% employer match about $136,283 at 4% or $90,856 at 6%; with 100% employer match about $102,213 at 4% or $68,142 at 6%.
202113$404,774$23,345$7,782iApproximate average salary by contribution assumption: employee only about $194,542 at 4% or $129,694 at 6%; with 50% employer match about $129,694 at 4% or $86,463 at 6%; with 100% employer match about $97,271 at 4% or $64,847 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$404,774$23,345$7,782iApproximate average salary by contribution assumption: employee only about $194,542 at 4% or $129,694 at 6%; with 50% employer match about $129,694 at 4% or $86,463 at 6%; with 100% employer match about $97,271 at 4% or $64,847 at 6%.
202013$347,963$23,345$7,782iApproximate average salary by contribution assumption: employee only about $194,542 at 4% or $129,694 at 6%; with 50% employer match about $129,694 at 4% or $86,463 at 6%; with 100% employer match about $97,271 at 4% or $64,847 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$347,963$23,345$7,782iApproximate average salary by contribution assumption: employee only about $194,542 at 4% or $129,694 at 6%; with 50% employer match about $129,694 at 4% or $86,463 at 6%; with 100% employer match about $97,271 at 4% or $64,847 at 6%.
201913$291,263$22,678$7,559iApproximate average salary by contribution assumption: employee only about $188,983 at 4% or $125,989 at 6%; with 50% employer match about $125,989 at 4% or $83,993 at 6%; with 100% employer match about $94,492 at 4% or $62,994 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$291,263$22,678$7,559iApproximate average salary by contribution assumption: employee only about $188,983 at 4% or $125,989 at 6%; with 50% employer match about $125,989 at 4% or $83,993 at 6%; with 100% employer match about $94,492 at 4% or $62,994 at 6%.
201813$231,765$22,160$7,387iApproximate average salary by contribution assumption: employee only about $184,667 at 4% or $123,111 at 6%; with 50% employer match about $123,111 at 4% or $82,074 at 6%; with 100% employer match about $92,333 at 4% or $61,556 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$231,765$22,160$7,387iApproximate average salary by contribution assumption: employee only about $184,667 at 4% or $123,111 at 6%; with 50% employer match about $123,111 at 4% or $82,074 at 6%; with 100% employer match about $92,333 at 4% or $61,556 at 6%.
201712$231,568$22,613$11,307iApproximate average salary by contribution assumption: employee only about $282,663 at 4% or $188,442 at 6%; with 50% employer match about $188,442 at 4% or $125,628 at 6%; with 100% employer match about $141,331 at 4% or $94,221 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$231,568$22,613$11,307iApproximate average salary by contribution assumption: employee only about $282,663 at 4% or $188,442 at 6%; with 50% employer match about $188,442 at 4% or $125,628 at 6%; with 100% employer match about $141,331 at 4% or $94,221 at 6%.
201613$187,052$30,901$10,300iApproximate average salary by contribution assumption: employee only about $257,508 at 4% or $171,672 at 6%; with 50% employer match about $171,672 at 4% or $114,448 at 6%; with 100% employer match about $128,754 at 4% or $85,836 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$187,052$30,901$10,300iApproximate average salary by contribution assumption: employee only about $257,508 at 4% or $171,672 at 6%; with 50% employer match about $171,672 at 4% or $114,448 at 6%; with 100% employer match about $128,754 at 4% or $85,836 at 6%.
201513$147,120$27,216$9,072iApproximate average salary by contribution assumption: employee only about $226,800 at 4% or $151,200 at 6%; with 50% employer match about $151,200 at 4% or $100,800 at 6%; with 100% employer match about $113,400 at 4% or $75,600 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$147,120$27,216$9,072iApproximate average salary by contribution assumption: employee only about $226,800 at 4% or $151,200 at 6%; with 50% employer match about $151,200 at 4% or $100,800 at 6%; with 100% employer match about $113,400 at 4% or $75,600 at 6%.
201413$120,459$26,358$8,786iApproximate average salary by contribution assumption: employee only about $219,650 at 4% or $146,433 at 6%; with 50% employer match about $146,433 at 4% or $97,622 at 6%; with 100% employer match about $109,825 at 4% or $73,217 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$120,459$26,358$8,786iApproximate average salary by contribution assumption: employee only about $219,650 at 4% or $146,433 at 6%; with 50% employer match about $146,433 at 4% or $97,622 at 6%; with 100% employer match about $109,825 at 4% or $73,217 at 6%.
201313$93,052$4,241$1,414iApproximate average salary by contribution assumption: employee only about $35,342 at 4% or $23,561 at 6%; with 50% employer match about $23,561 at 4% or $15,707 at 6%; with 100% employer match about $17,671 at 4% or $11,781 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$93,052$4,241$1,414iApproximate average salary by contribution assumption: employee only about $35,342 at 4% or $23,561 at 6%; with 50% employer match about $23,561 at 4% or $15,707 at 6%; with 100% employer match about $17,671 at 4% or $11,781 at 6%.
201212$218,934$27,472$13,736iApproximate average salary by contribution assumption: employee only about $343,400 at 4% or $228,933 at 6%; with 50% employer match about $228,933 at 4% or $152,622 at 6%; with 100% employer match about $171,700 at 4% or $114,467 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$218,934$27,472$13,736iApproximate average salary by contribution assumption: employee only about $343,400 at 4% or $228,933 at 6%; with 50% employer match about $228,933 at 4% or $152,622 at 6%; with 100% employer match about $171,700 at 4% or $114,467 at 6%.
201112$165,539$25,124$12,562iApproximate average salary by contribution assumption: employee only about $314,050 at 4% or $209,367 at 6%; with 50% employer match about $209,367 at 4% or $139,578 at 6%; with 100% employer match about $157,025 at 4% or $104,683 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$165,539$25,124$12,562iApproximate average salary by contribution assumption: employee only about $314,050 at 4% or $209,367 at 6%; with 50% employer match about $209,367 at 4% or $139,578 at 6%; with 100% employer match about $157,025 at 4% or $104,683 at 6%.
201012$152,556$22,737$11,369iApproximate average salary by contribution assumption: employee only about $284,213 at 4% or $189,475 at 6%; with 50% employer match about $189,475 at 4% or $126,317 at 6%; with 100% employer match about $142,106 at 4% or $94,738 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$152,556$22,737$11,369iApproximate average salary by contribution assumption: employee only about $284,213 at 4% or $189,475 at 6%; with 50% employer match about $189,475 at 4% or $126,317 at 6%; with 100% employer match about $142,106 at 4% or $94,738 at 6%.
200912$199,456$24,960$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$199,456$24,960$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
200814$134,691$25,272$6,318iApproximate average salary by contribution assumption: employee only about $157,950 at 4% or $105,300 at 6%; with 50% employer match about $105,300 at 4% or $70,200 at 6%; with 100% employer match about $78,975 at 4% or $52,650 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$134,691$25,272$6,318iApproximate average salary by contribution assumption: employee only about $157,950 at 4% or $105,300 at 6%; with 50% employer match about $105,300 at 4% or $70,200 at 6%; with 100% employer match about $78,975 at 4% or $52,650 at 6%.
200714$0$0-
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-4---
200614$132,042$124,893$31,223iApproximate average salary by contribution assumption: employee only about $780,581 at 4% or $520,388 at 6%; with 50% employer match about $520,388 at 4% or $346,925 at 6%; with 100% employer match about $390,291 at 4% or $260,194 at 6%.
Mustard Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$132,042$124,893$31,223iApproximate average salary by contribution assumption: employee only about $780,581 at 4% or $520,388 at 6%; with 50% employer match about $520,388 at 4% or $346,925 at 6%; with 100% employer match about $390,291 at 4% or $260,194 at 6%.