Civic Intelligence

Hfo Inv Real Estate LLC

Plan context: Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan

EIN 93-1278261 • Portland, OR • 18 filings • 4 plans

2424 SE 11th AvenuePortland, OR 97214
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,697,360

2024 Contributions

$98,626

Historical Graphs

Total Assets Over Time

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

$2,697,360$1,348,680$0200720162024YearValue
$2,697,360Latest year 2024

Participants Over Time

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

19100200720162024YearValue
19Latest 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
2024119$2,697,360$98,626$5,191iApproximate average salary by contribution assumption: employee only about $129,771 at 4% or $86,514 at 6%; with 50% employer match about $86,514 at 4% or $57,676 at 6%; with 100% employer match about $64,886 at 4% or $43,257 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-19$2,697,360$98,626$5,191iApproximate average salary by contribution assumption: employee only about $129,771 at 4% or $86,514 at 6%; with 50% employer match about $86,514 at 4% or $57,676 at 6%; with 100% employer match about $64,886 at 4% or $43,257 at 6%.
2023117$2,287,686$110,756$6,515iApproximate average salary by contribution assumption: employee only about $162,876 at 4% or $108,584 at 6%; with 50% employer match about $108,584 at 4% or $72,390 at 6%; with 100% employer match about $81,438 at 4% or $54,292 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-17$2,287,686$110,756$6,515iApproximate average salary by contribution assumption: employee only about $162,876 at 4% or $108,584 at 6%; with 50% employer match about $108,584 at 4% or $72,390 at 6%; with 100% employer match about $81,438 at 4% or $54,292 at 6%.
2022118$1,876,785$195,855$10,881iApproximate average salary by contribution assumption: employee only about $272,021 at 4% or $181,347 at 6%; with 50% employer match about $181,347 at 4% or $120,898 at 6%; with 100% employer match about $136,010 at 4% or $90,674 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-18$1,876,785$195,855$10,881iApproximate average salary by contribution assumption: employee only about $272,021 at 4% or $181,347 at 6%; with 50% employer match about $181,347 at 4% or $120,898 at 6%; with 100% employer match about $136,010 at 4% or $90,674 at 6%.
2021119$2,261,101$242,583$12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,861 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-19$2,261,101$242,583$12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,861 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%.
2020115$2,133,028$215,319$14,355iApproximate average salary by contribution assumption: employee only about $358,865 at 4% or $239,243 at 6%; with 50% employer match about $239,243 at 4% or $159,496 at 6%; with 100% employer match about $179,433 at 4% or $119,622 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-15$2,133,028$215,319$14,355iApproximate average salary by contribution assumption: employee only about $358,865 at 4% or $239,243 at 6%; with 50% employer match about $239,243 at 4% or $159,496 at 6%; with 100% employer match about $179,433 at 4% or $119,622 at 6%.
2019115$1,625,806$180,934$12,062iApproximate average salary by contribution assumption: employee only about $301,557 at 4% or $201,038 at 6%; with 50% employer match about $201,038 at 4% or $134,025 at 6%; with 100% employer match about $150,778 at 4% or $100,519 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-15$1,625,806$180,934$12,062iApproximate average salary by contribution assumption: employee only about $301,557 at 4% or $201,038 at 6%; with 50% employer match about $201,038 at 4% or $134,025 at 6%; with 100% employer match about $150,778 at 4% or $100,519 at 6%.
2018114$1,179,403$187,250$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-14$1,179,403$187,250$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
2017115$1,148,040$147,411$9,827iApproximate average salary by contribution assumption: employee only about $245,685 at 4% or $163,790 at 6%; with 50% employer match about $163,790 at 4% or $109,193 at 6%; with 100% employer match about $122,843 at 4% or $81,895 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-15$1,148,040$147,411$9,827iApproximate average salary by contribution assumption: employee only about $245,685 at 4% or $163,790 at 6%; with 50% employer match about $163,790 at 4% or $109,193 at 6%; with 100% employer match about $122,843 at 4% or $81,895 at 6%.
2016116$986,653$146,250$9,141iApproximate average salary by contribution assumption: employee only about $228,516 at 4% or $152,344 at 6%; with 50% employer match about $152,344 at 4% or $101,563 at 6%; with 100% employer match about $114,258 at 4% or $76,172 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-16$986,653$146,250$9,141iApproximate average salary by contribution assumption: employee only about $228,516 at 4% or $152,344 at 6%; with 50% employer match about $152,344 at 4% or $101,563 at 6%; with 100% employer match about $114,258 at 4% or $76,172 at 6%.
201519$771,814$126,687$14,076iApproximate average salary by contribution assumption: employee only about $351,908 at 4% or $234,606 at 6%; with 50% employer match about $234,606 at 4% or $156,404 at 6%; with 100% employer match about $175,954 at 4% or $117,303 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-9$771,814$126,687$14,076iApproximate average salary by contribution assumption: employee only about $351,908 at 4% or $234,606 at 6%; with 50% employer match about $234,606 at 4% or $156,404 at 6%; with 100% employer match about $175,954 at 4% or $117,303 at 6%.
201419$645,404$104,782$11,642iApproximate average salary by contribution assumption: employee only about $291,061 at 4% or $194,041 at 6%; with 50% employer match about $194,041 at 4% or $129,360 at 6%; with 100% employer match about $145,531 at 4% or $97,020 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-9$645,404$104,782$11,642iApproximate average salary by contribution assumption: employee only about $291,061 at 4% or $194,041 at 6%; with 50% employer match about $194,041 at 4% or $129,360 at 6%; with 100% employer match about $145,531 at 4% or $97,020 at 6%.
201318$510,264$101,062$12,633iApproximate average salary by contribution assumption: employee only about $315,819 at 4% or $210,546 at 6%; with 50% employer match about $210,546 at 4% or $140,364 at 6%; with 100% employer match about $157,909 at 4% or $105,273 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-8$510,264$101,062$12,633iApproximate average salary by contribution assumption: employee only about $315,819 at 4% or $210,546 at 6%; with 50% employer match about $210,546 at 4% or $140,364 at 6%; with 100% employer match about $157,909 at 4% or $105,273 at 6%.
201217$337,066$30,588$4,370iApproximate average salary by contribution assumption: employee only about $109,243 at 4% or $72,829 at 6%; with 50% employer match about $72,829 at 4% or $48,552 at 6%; with 100% employer match about $54,621 at 4% or $36,414 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-7$337,066$30,588$4,370iApproximate average salary by contribution assumption: employee only about $109,243 at 4% or $72,829 at 6%; with 50% employer match about $72,829 at 4% or $48,552 at 6%; with 100% employer match about $54,621 at 4% or $36,414 at 6%.
201117$267,189$45,070$6,439iApproximate average salary by contribution assumption: employee only about $160,964 at 4% or $107,310 at 6%; with 50% employer match about $107,310 at 4% or $71,540 at 6%; with 100% employer match about $80,482 at 4% or $53,655 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-7$267,189$45,070$6,439iApproximate average salary by contribution assumption: employee only about $160,964 at 4% or $107,310 at 6%; with 50% employer match about $107,310 at 4% or $71,540 at 6%; with 100% employer match about $80,482 at 4% or $53,655 at 6%.
201017$228,581$27,758$3,965iApproximate average salary by contribution assumption: employee only about $99,136 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-7$228,581$27,758$3,965iApproximate average salary by contribution assumption: employee only about $99,136 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%.
200916$174,220$38,671$6,445iApproximate average salary by contribution assumption: employee only about $161,129 at 4% or $107,419 at 6%; with 50% employer match about $107,419 at 4% or $71,613 at 6%; with 100% employer match about $80,565 at 4% or $53,710 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-6$174,220$38,671$6,445iApproximate average salary by contribution assumption: employee only about $161,129 at 4% or $107,419 at 6%; with 50% employer match about $107,419 at 4% or $71,613 at 6%; with 100% employer match about $80,565 at 4% or $53,710 at 6%.
200818$164,700$104,938$13,117iApproximate average salary by contribution assumption: employee only about $327,931 at 4% or $218,621 at 6%; with 50% employer match about $218,621 at 4% or $145,747 at 6%; with 100% employer match about $163,966 at 4% or $109,310 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-8$164,700$104,938$13,117iApproximate average salary by contribution assumption: employee only about $327,931 at 4% or $218,621 at 6%; with 50% employer match about $218,621 at 4% or $145,747 at 6%; with 100% employer match about $163,966 at 4% or $109,310 at 6%.
200719$141,663$140,531$15,615iApproximate average salary by contribution assumption: employee only about $390,364 at 4% or $260,243 at 6%; with 50% employer match about $260,243 at 4% or $173,495 at 6%; with 100% employer match about $195,182 at 4% or $130,121 at 6%.
Hagerman Frick O'Brien LLC 401(K) Safe Harbor Plan-9$141,663$140,531$15,615iApproximate average salary by contribution assumption: employee only about $390,364 at 4% or $260,243 at 6%; with 50% employer match about $260,243 at 4% or $173,495 at 6%; with 100% employer match about $195,182 at 4% or $130,121 at 6%.