Civic Intelligence

Eaton Investments I LLC

Plan context: Eaton Investments I 401(K)

EIN 93-1261688 • Portland, OR • 19 filings • 3 plans

5331 SW Macadam AveSte 375Portland, OR 97239
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$54,779

2024 Contributions

$31,004

Historical Graphs

Total Assets Over Time

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

$517,763$258,882$0199920092024YearValue
$54,779Latest year 2024

Participants Over Time

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

840199920052024YearValue
4Latest 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
202414$54,779$31,004$7,751iApproximate average salary by contribution assumption: employee only about $193,775 at 4% or $129,183 at 6%; with 50% employer match about $129,183 at 4% or $86,122 at 6%; with 100% employer match about $96,888 at 4% or $64,592 at 6%.
Eaton Investments I 401(K)-4$54,779$31,004$7,751iApproximate average salary by contribution assumption: employee only about $193,775 at 4% or $129,183 at 6%; with 50% employer match about $129,183 at 4% or $86,122 at 6%; with 100% employer match about $96,888 at 4% or $64,592 at 6%.
202314$20,213$18,716$4,679iApproximate average salary by contribution assumption: employee only about $116,975 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,488 at 4% or $38,992 at 6%.
Eaton Investments I 401(K)-4$20,213$18,716$4,679iApproximate average salary by contribution assumption: employee only about $116,975 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,488 at 4% or $38,992 at 6%.
201110$0$0-
Eaton Investments I LLC Profit Sharing Plan-----
201014$445,699$0-
Eaton Investments I LLC Profit Sharing Plan-4$445,699--
200914$412,029$0-
Eaton Investments I LLC Profit Sharing Plan-4$412,029--
200718$0$0-
Eaton Investments I LLC Profit Sharing Plan-8---
200618$517,763$0-
Eaton Investments I LLC Profit Sharing Plan-8$517,763--
200516$445,869$0-
Eaton Investments I LLC Profit Sharing Plan-6$445,869--
200416$0$0-
Eaton Investments I LLC Profit Sharing Plan-6---
200326$431,548$0-
Eaton Investments I LLC Profit Sharing Plan-6$431,548--
Eaton Investments I 401(K)-0---
200225$0$0-
Eaton Investments I LLC Profit Sharing Plan-5---
Eaton Investments I 401(K)-5---
200125$0$0-
Eaton Investments I 401(K)-5---
Eaton Investments I LLC Profit Sharing Plan-5---
200024$0$0-
Eaton Investments I 401(K)-4---
Eaton Investments I LLC Profit Sharing Plan-4---
199925$22,459$22,459$4,492iApproximate average salary by contribution assumption: employee only about $112,295 at 4% or $74,863 at 6%; with 50% employer match about $74,863 at 4% or $49,909 at 6%; with 100% employer match about $56,148 at 4% or $37,432 at 6%.
Eaton Investments I 401(K)-5$22,459$22,459$4,492iApproximate average salary by contribution assumption: employee only about $112,295 at 4% or $74,863 at 6%; with 50% employer match about $74,863 at 4% or $49,909 at 6%; with 100% employer match about $56,148 at 4% or $37,432 at 6%.
Eaton Investments I LLC Profit Sharing Plan-5---