Civic Intelligence

BENEFIT PARTNER LLC

Plan context: Benefit Partners LLC 401(K) Profit Sharing Plan

EIN 93-1250221 • Lake Oswego, OR • 17 filings • 3 plans

5 Centerpointe Dr., Suite 300Lake Oswego, OR 97035
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$18,432

2016 Contributions

$49,396

Historical Graphs

Total Assets Over Time

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

$3,555,285$1,777,643$0199920092015YearValue
$18,432Latest year 2015

Participants Over Time

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

630199920072015YearValue
2Latest year 2015

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
201610$0$0-
Benefit Partners LLC 401(K) Profit Sharing Plan-0$0--
201512$18,432$49,396$24,698iApproximate average salary by contribution assumption: employee only about $617,450 at 4% or $411,633 at 6%; with 50% employer match about $411,633 at 4% or $274,422 at 6%; with 100% employer match about $308,725 at 4% or $205,817 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-2$18,432$49,396$24,698iApproximate average salary by contribution assumption: employee only about $617,450 at 4% or $411,633 at 6%; with 50% employer match about $411,633 at 4% or $274,422 at 6%; with 100% employer match about $308,725 at 4% or $205,817 at 6%.
201415$853,158$126,914$25,383iApproximate average salary by contribution assumption: employee only about $634,570 at 4% or $423,047 at 6%; with 50% employer match about $423,047 at 4% or $282,031 at 6%; with 100% employer match about $317,285 at 4% or $211,523 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-5$853,158$126,914$25,383iApproximate average salary by contribution assumption: employee only about $634,570 at 4% or $423,047 at 6%; with 50% employer match about $423,047 at 4% or $282,031 at 6%; with 100% employer match about $317,285 at 4% or $211,523 at 6%.
201316$684,763$121,190$20,198iApproximate average salary by contribution assumption: employee only about $504,958 at 4% or $336,639 at 6%; with 50% employer match about $336,639 at 4% or $224,426 at 6%; with 100% employer match about $252,479 at 4% or $168,319 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-6$684,763$121,190$20,198iApproximate average salary by contribution assumption: employee only about $504,958 at 4% or $336,639 at 6%; with 50% employer match about $336,639 at 4% or $224,426 at 6%; with 100% employer match about $252,479 at 4% or $168,319 at 6%.
201216$735,911$157,622$26,270iApproximate average salary by contribution assumption: employee only about $656,758 at 4% or $437,839 at 6%; with 50% employer match about $437,839 at 4% or $291,893 at 6%; with 100% employer match about $328,379 at 4% or $218,919 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-6$735,911$157,622$26,270iApproximate average salary by contribution assumption: employee only about $656,758 at 4% or $437,839 at 6%; with 50% employer match about $437,839 at 4% or $291,893 at 6%; with 100% employer match about $328,379 at 4% or $218,919 at 6%.
201115$510,069$149,362$29,872iApproximate average salary by contribution assumption: employee only about $746,810 at 4% or $497,873 at 6%; with 50% employer match about $497,873 at 4% or $331,916 at 6%; with 100% employer match about $373,405 at 4% or $248,937 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-5$510,069$149,362$29,872iApproximate average salary by contribution assumption: employee only about $746,810 at 4% or $497,873 at 6%; with 50% employer match about $497,873 at 4% or $331,916 at 6%; with 100% employer match about $373,405 at 4% or $248,937 at 6%.
201015$383,135$147,030$29,406iApproximate average salary by contribution assumption: employee only about $735,150 at 4% or $490,100 at 6%; with 50% employer match about $490,100 at 4% or $326,733 at 6%; with 100% employer match about $367,575 at 4% or $245,050 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-5$383,135$147,030$29,406iApproximate average salary by contribution assumption: employee only about $735,150 at 4% or $490,100 at 6%; with 50% employer match about $490,100 at 4% or $326,733 at 6%; with 100% employer match about $367,575 at 4% or $245,050 at 6%.
200915$202,478$186,231$37,246iApproximate average salary by contribution assumption: employee only about $931,155 at 4% or $620,770 at 6%; with 50% employer match about $620,770 at 4% or $413,847 at 6%; with 100% employer match about $465,577 at 4% or $310,385 at 6%.
Benefit Partners LLC 401(K) Profit Sharing Plan-5$202,478$186,231$37,246iApproximate average salary by contribution assumption: employee only about $931,155 at 4% or $620,770 at 6%; with 50% employer match about $620,770 at 4% or $413,847 at 6%; with 100% employer match about $465,577 at 4% or $310,385 at 6%.
200810$0$236,000-
Benefit Partners LLC Defined Benefit Pension Plan-0-$236,000-
200714$3,555,285$404,105$101,026iApproximate average salary by contribution assumption: employee only about $2,525,656 at 4% or $1,683,771 at 6%; with 50% employer match about $1,683,771 at 4% or $1,122,514 at 6%; with 100% employer match about $1,262,828 at 4% or $841,885 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$3,555,285$404,105$101,026iApproximate average salary by contribution assumption: employee only about $2,525,656 at 4% or $1,683,771 at 6%; with 50% employer match about $1,683,771 at 4% or $1,122,514 at 6%; with 100% employer match about $1,262,828 at 4% or $841,885 at 6%.
200614$2,906,080$430,503$107,626iApproximate average salary by contribution assumption: employee only about $2,690,644 at 4% or $1,793,763 at 6%; with 50% employer match about $1,793,763 at 4% or $1,195,842 at 6%; with 100% employer match about $1,345,322 at 4% or $896,881 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$2,906,080$430,503$107,626iApproximate average salary by contribution assumption: employee only about $2,690,644 at 4% or $1,793,763 at 6%; with 50% employer match about $1,793,763 at 4% or $1,195,842 at 6%; with 100% employer match about $1,345,322 at 4% or $896,881 at 6%.
200514$2,190,259$398,872$99,718iApproximate average salary by contribution assumption: employee only about $2,492,950 at 4% or $1,661,967 at 6%; with 50% employer match about $1,661,967 at 4% or $1,107,978 at 6%; with 100% employer match about $1,246,475 at 4% or $830,983 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$2,190,259$398,872$99,718iApproximate average salary by contribution assumption: employee only about $2,492,950 at 4% or $1,661,967 at 6%; with 50% employer match about $1,661,967 at 4% or $1,107,978 at 6%; with 100% employer match about $1,246,475 at 4% or $830,983 at 6%.
200414$1,655,009$384,677$96,169iApproximate average salary by contribution assumption: employee only about $2,404,231 at 4% or $1,602,821 at 6%; with 50% employer match about $1,602,821 at 4% or $1,068,547 at 6%; with 100% employer match about $1,202,116 at 4% or $801,410 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$1,655,009$384,677$96,169iApproximate average salary by contribution assumption: employee only about $2,404,231 at 4% or $1,602,821 at 6%; with 50% employer match about $1,602,821 at 4% or $1,068,547 at 6%; with 100% employer match about $1,202,116 at 4% or $801,410 at 6%.
200214$695,048$325,758$81,440iApproximate average salary by contribution assumption: employee only about $2,035,988 at 4% or $1,357,325 at 6%; with 50% employer match about $1,357,325 at 4% or $904,883 at 6%; with 100% employer match about $1,017,994 at 4% or $678,663 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$695,048$325,758$81,440iApproximate average salary by contribution assumption: employee only about $2,035,988 at 4% or $1,357,325 at 6%; with 50% employer match about $1,357,325 at 4% or $904,883 at 6%; with 100% employer match about $1,017,994 at 4% or $678,663 at 6%.
200114$0$0-
Benefit Partners LLC Defined Benefit Pension Plan-4---
200014$320,923$189,850$47,463iApproximate average salary by contribution assumption: employee only about $1,186,563 at 4% or $791,042 at 6%; with 50% employer match about $791,042 at 4% or $527,361 at 6%; with 100% employer match about $593,281 at 4% or $395,521 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$320,923$189,850$47,463iApproximate average salary by contribution assumption: employee only about $1,186,563 at 4% or $791,042 at 6%; with 50% employer match about $791,042 at 4% or $527,361 at 6%; with 100% employer match about $593,281 at 4% or $395,521 at 6%.
199914$185,631$175,346$43,837iApproximate average salary by contribution assumption: employee only about $1,095,913 at 4% or $730,608 at 6%; with 50% employer match about $730,608 at 4% or $487,072 at 6%; with 100% employer match about $547,956 at 4% or $365,304 at 6%.
Benefit Partners LLC Defined Benefit Pension Plan-4$185,631$175,346$43,837iApproximate average salary by contribution assumption: employee only about $1,095,913 at 4% or $730,608 at 6%; with 50% employer match about $730,608 at 4% or $487,072 at 6%; with 100% employer match about $547,956 at 4% or $365,304 at 6%.