Civic Intelligence

Cascadia Wealth Management

Plan context: Cascadia Wealth Management 401(K) Plan

EIN 93-1265268 • Portland, OR • 7 filings • 1 plans

8050 SW Pfaffle StreetPortland, OR 97223
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$358,888

2019 Contributions

$75,707

Historical Graphs

Total Assets Over Time

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

$358,888$179,444$0201320162019YearValue
$358,888Latest year 2019

Participants Over Time

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

740201320162019YearValue
7Latest year 2019

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
201917$358,888$75,707$10,815iApproximate average salary by contribution assumption: employee only about $270,382 at 4% or $180,255 at 6%; with 50% employer match about $180,255 at 4% or $120,170 at 6%; with 100% employer match about $135,191 at 4% or $90,127 at 6%.
Cascadia Wealth Management 401(K) Plan-7$358,888$75,707$10,815iApproximate average salary by contribution assumption: employee only about $270,382 at 4% or $180,255 at 6%; with 50% employer match about $180,255 at 4% or $120,170 at 6%; with 100% employer match about $135,191 at 4% or $90,127 at 6%.
201816$231,522$84,913$14,152iApproximate average salary by contribution assumption: employee only about $353,804 at 4% or $235,869 at 6%; with 50% employer match about $235,869 at 4% or $157,246 at 6%; with 100% employer match about $176,902 at 4% or $117,935 at 6%.
Cascadia Wealth Management 401(K) Plan-6$231,522$84,913$14,152iApproximate average salary by contribution assumption: employee only about $353,804 at 4% or $235,869 at 6%; with 50% employer match about $235,869 at 4% or $157,246 at 6%; with 100% employer match about $176,902 at 4% or $117,935 at 6%.
201717$240,322$76,590$10,941iApproximate average salary by contribution assumption: employee only about $273,536 at 4% or $182,357 at 6%; with 50% employer match about $182,357 at 4% or $121,571 at 6%; with 100% employer match about $136,768 at 4% or $91,179 at 6%.
Cascadia Wealth Management 401(K) Plan-7$240,322$76,590$10,941iApproximate average salary by contribution assumption: employee only about $273,536 at 4% or $182,357 at 6%; with 50% employer match about $182,357 at 4% or $121,571 at 6%; with 100% employer match about $136,768 at 4% or $91,179 at 6%.
201615$137,997$50,587$10,117iApproximate average salary by contribution assumption: employee only about $252,935 at 4% or $168,623 at 6%; with 50% employer match about $168,623 at 4% or $112,416 at 6%; with 100% employer match about $126,468 at 4% or $84,312 at 6%.
Cascadia Wealth Management 401(K) Plan-5$137,997$50,587$10,117iApproximate average salary by contribution assumption: employee only about $252,935 at 4% or $168,623 at 6%; with 50% employer match about $168,623 at 4% or $112,416 at 6%; with 100% employer match about $126,468 at 4% or $84,312 at 6%.
201515$81,710$36,688$7,338iApproximate average salary by contribution assumption: employee only about $183,440 at 4% or $122,293 at 6%; with 50% employer match about $122,293 at 4% or $81,529 at 6%; with 100% employer match about $91,720 at 4% or $61,147 at 6%.
Cascadia Wealth Management 401(K) Plan-5$81,710$36,688$7,338iApproximate average salary by contribution assumption: employee only about $183,440 at 4% or $122,293 at 6%; with 50% employer match about $122,293 at 4% or $81,529 at 6%; with 100% employer match about $91,720 at 4% or $61,147 at 6%.
201414$47,360$33,707$8,427iApproximate average salary by contribution assumption: employee only about $210,669 at 4% or $140,446 at 6%; with 50% employer match about $140,446 at 4% or $93,631 at 6%; with 100% employer match about $105,334 at 4% or $70,223 at 6%.
Cascadia Wealth Management 401(K) Plan-4$47,360$33,707$8,427iApproximate average salary by contribution assumption: employee only about $210,669 at 4% or $140,446 at 6%; with 50% employer match about $140,446 at 4% or $93,631 at 6%; with 100% employer match about $105,334 at 4% or $70,223 at 6%.
201314$15,920$14,774$3,694iApproximate average salary by contribution assumption: employee only about $92,338 at 4% or $61,558 at 6%; with 50% employer match about $61,558 at 4% or $41,039 at 6%; with 100% employer match about $46,169 at 4% or $30,779 at 6%.
Cascadia Wealth Management 401(K) Plan-4$15,920$14,774$3,694iApproximate average salary by contribution assumption: employee only about $92,338 at 4% or $61,558 at 6%; with 50% employer match about $61,558 at 4% or $41,039 at 6%; with 100% employer match about $46,169 at 4% or $30,779 at 6%.