Civic Intelligence

Northwest Capital Management Inc.

Plan context: Nwcm 401(K) Profit Sharing Plan

EIN 93-1242462 • Lake Oswego, OR • 9 filings • 1 plans

1 Centerpointe Drive, Suite 115Lake Oswego, OR 97035
Current Snapshot

Latest Year

2023

2023 Participants

31

2023 Assets

$3,405,891

2023 Contributions

$216,733

Historical Graphs

Total Assets Over Time

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

$3,405,891$1,702,946$0201520192022YearValue
$3,405,891Latest year 2022

Participants Over Time

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

31160201520192022YearValue
31Latest year 2022

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
202310$0$216,733-
Nwcm 401(K) Profit Sharing Plan-0$0$216,733-
2022131$3,405,891$1,747,559$56,373iApproximate average salary by contribution assumption: employee only about $1,409,322 at 4% or $939,548 at 6%; with 50% employer match about $939,548 at 4% or $626,365 at 6%; with 100% employer match about $704,661 at 4% or $469,774 at 6%.
Nwcm 401(K) Profit Sharing Plan-31$3,405,891$1,747,559$56,373iApproximate average salary by contribution assumption: employee only about $1,409,322 at 4% or $939,548 at 6%; with 50% employer match about $939,548 at 4% or $626,365 at 6%; with 100% employer match about $704,661 at 4% or $469,774 at 6%.
2021130$1,960,667$318,994$10,633iApproximate average salary by contribution assumption: employee only about $265,828 at 4% or $177,219 at 6%; with 50% employer match about $177,219 at 4% or $118,146 at 6%; with 100% employer match about $132,914 at 4% or $88,609 at 6%.
Nwcm 401(K) Profit Sharing Plan-30$1,960,667$318,994$10,633iApproximate average salary by contribution assumption: employee only about $265,828 at 4% or $177,219 at 6%; with 50% employer match about $177,219 at 4% or $118,146 at 6%; with 100% employer match about $132,914 at 4% or $88,609 at 6%.
2020125$1,772,411$199,421$7,977iApproximate average salary by contribution assumption: employee only about $199,421 at 4% or $132,947 at 6%; with 50% employer match about $132,947 at 4% or $88,632 at 6%; with 100% employer match about $99,711 at 4% or $66,474 at 6%.
Nwcm 401(K) Profit Sharing Plan-25$1,772,411$199,421$7,977iApproximate average salary by contribution assumption: employee only about $199,421 at 4% or $132,947 at 6%; with 50% employer match about $132,947 at 4% or $88,632 at 6%; with 100% employer match about $99,711 at 4% or $66,474 at 6%.
2019124$1,485,105$174,701$7,279iApproximate average salary by contribution assumption: employee only about $181,980 at 4% or $121,320 at 6%; with 50% employer match about $121,320 at 4% or $80,880 at 6%; with 100% employer match about $90,990 at 4% or $60,660 at 6%.
Nwcm 401(K) Profit Sharing Plan-24$1,485,105$174,701$7,279iApproximate average salary by contribution assumption: employee only about $181,980 at 4% or $121,320 at 6%; with 50% employer match about $121,320 at 4% or $80,880 at 6%; with 100% employer match about $90,990 at 4% or $60,660 at 6%.
2018112$1,679,186$194,073$16,173iApproximate average salary by contribution assumption: employee only about $404,319 at 4% or $269,546 at 6%; with 50% employer match about $269,546 at 4% or $179,697 at 6%; with 100% employer match about $202,159 at 4% or $134,773 at 6%.
Nwcm 401(K) Profit Sharing Plan-12$1,679,186$194,073$16,173iApproximate average salary by contribution assumption: employee only about $404,319 at 4% or $269,546 at 6%; with 50% employer match about $269,546 at 4% or $179,697 at 6%; with 100% employer match about $202,159 at 4% or $134,773 at 6%.
2017115$2,114,089$160,487$10,699iApproximate average salary by contribution assumption: employee only about $267,478 at 4% or $178,319 at 6%; with 50% employer match about $178,319 at 4% or $118,879 at 6%; with 100% employer match about $133,739 at 4% or $89,159 at 6%.
Nwcm 401(K) Profit Sharing Plan-15$2,114,089$160,487$10,699iApproximate average salary by contribution assumption: employee only about $267,478 at 4% or $178,319 at 6%; with 50% employer match about $178,319 at 4% or $118,879 at 6%; with 100% employer match about $133,739 at 4% or $89,159 at 6%.
2016114$1,922,509$173,992$12,428iApproximate average salary by contribution assumption: employee only about $310,700 at 4% or $207,133 at 6%; with 50% employer match about $207,133 at 4% or $138,089 at 6%; with 100% employer match about $155,350 at 4% or $103,567 at 6%.
Nwcm 401(K) Profit Sharing Plan-14$1,922,509$173,992$12,428iApproximate average salary by contribution assumption: employee only about $310,700 at 4% or $207,133 at 6%; with 50% employer match about $207,133 at 4% or $138,089 at 6%; with 100% employer match about $155,350 at 4% or $103,567 at 6%.
2015115$1,828,125$240,384$16,026iApproximate average salary by contribution assumption: employee only about $400,640 at 4% or $267,093 at 6%; with 50% employer match about $267,093 at 4% or $178,062 at 6%; with 100% employer match about $200,320 at 4% or $133,547 at 6%.
Nwcm 401(K) Profit Sharing Plan-15$1,828,125$240,384$16,026iApproximate average salary by contribution assumption: employee only about $400,640 at 4% or $267,093 at 6%; with 50% employer match about $267,093 at 4% or $178,062 at 6%; with 100% employer match about $200,320 at 4% or $133,547 at 6%.