Civic Intelligence

Patrick Casey & Co. LLP

Plan context: Patrick Casey & Co. LLP 401K Profit Sharing Plan

EIN 93-1300958 • Bend, OR • 26 filings • 2 plans

796 SW Bradbury WaySte 101Bend, OR 97702-1129
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$3,447,619

2025 Contributions

$397,716

Historical Graphs

Total Assets Over Time

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

$5,082,880$2,541,440$0200020132025YearValue
$3,447,619Latest year 2025

Participants Over Time

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

19100200020132025YearValue
19Latest year 2025

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
2025119$3,447,619$397,716$20,932iApproximate average salary by contribution assumption: employee only about $523,311 at 4% or $348,874 at 6%; with 50% employer match about $348,874 at 4% or $232,582 at 6%; with 100% employer match about $261,655 at 4% or $174,437 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-19$3,447,619$397,716$20,932iApproximate average salary by contribution assumption: employee only about $523,311 at 4% or $348,874 at 6%; with 50% employer match about $348,874 at 4% or $232,582 at 6%; with 100% employer match about $261,655 at 4% or $174,437 at 6%.
2024115$2,577,025$361,141$24,076iApproximate average salary by contribution assumption: employee only about $601,902 at 4% or $401,268 at 6%; with 50% employer match about $401,268 at 4% or $267,512 at 6%; with 100% employer match about $300,951 at 4% or $200,634 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-15$2,577,025$361,141$24,076iApproximate average salary by contribution assumption: employee only about $601,902 at 4% or $401,268 at 6%; with 50% employer match about $401,268 at 4% or $267,512 at 6%; with 100% employer match about $300,951 at 4% or $200,634 at 6%.
2023113$1,893,128$310,536$23,887iApproximate average salary by contribution assumption: employee only about $597,185 at 4% or $398,123 at 6%; with 50% employer match about $398,123 at 4% or $265,415 at 6%; with 100% employer match about $298,592 at 4% or $199,062 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-13$1,893,128$310,536$23,887iApproximate average salary by contribution assumption: employee only about $597,185 at 4% or $398,123 at 6%; with 50% employer match about $398,123 at 4% or $265,415 at 6%; with 100% employer match about $298,592 at 4% or $199,062 at 6%.
2022112$3,218,967$257,096$21,425iApproximate average salary by contribution assumption: employee only about $535,617 at 4% or $357,078 at 6%; with 50% employer match about $357,078 at 4% or $238,052 at 6%; with 100% employer match about $267,808 at 4% or $178,539 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-12$3,218,967$257,096$21,425iApproximate average salary by contribution assumption: employee only about $535,617 at 4% or $357,078 at 6%; with 50% employer match about $357,078 at 4% or $238,052 at 6%; with 100% employer match about $267,808 at 4% or $178,539 at 6%.
2021112$3,239,641$217,687$18,141iApproximate average salary by contribution assumption: employee only about $453,515 at 4% or $302,343 at 6%; with 50% employer match about $302,343 at 4% or $201,562 at 6%; with 100% employer match about $226,757 at 4% or $151,172 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-12$3,239,641$217,687$18,141iApproximate average salary by contribution assumption: employee only about $453,515 at 4% or $302,343 at 6%; with 50% employer match about $302,343 at 4% or $201,562 at 6%; with 100% employer match about $226,757 at 4% or $151,172 at 6%.
2020112$5,082,880$164,812$13,734iApproximate average salary by contribution assumption: employee only about $343,358 at 4% or $228,906 at 6%; with 50% employer match about $228,906 at 4% or $152,604 at 6%; with 100% employer match about $171,679 at 4% or $114,453 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-12$5,082,880$164,812$13,734iApproximate average salary by contribution assumption: employee only about $343,358 at 4% or $228,906 at 6%; with 50% employer match about $228,906 at 4% or $152,604 at 6%; with 100% employer match about $171,679 at 4% or $114,453 at 6%.
2019110$4,678,548$165,589$16,559iApproximate average salary by contribution assumption: employee only about $413,973 at 4% or $275,982 at 6%; with 50% employer match about $275,982 at 4% or $183,988 at 6%; with 100% employer match about $206,986 at 4% or $137,991 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-10$4,678,548$165,589$16,559iApproximate average salary by contribution assumption: employee only about $413,973 at 4% or $275,982 at 6%; with 50% employer match about $275,982 at 4% or $183,988 at 6%; with 100% employer match about $206,986 at 4% or $137,991 at 6%.
201819$4,155,425$174,346$19,372iApproximate average salary by contribution assumption: employee only about $484,294 at 4% or $322,863 at 6%; with 50% employer match about $322,863 at 4% or $215,242 at 6%; with 100% employer match about $242,147 at 4% or $161,431 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-9$4,155,425$174,346$19,372iApproximate average salary by contribution assumption: employee only about $484,294 at 4% or $322,863 at 6%; with 50% employer match about $322,863 at 4% or $215,242 at 6%; with 100% employer match about $242,147 at 4% or $161,431 at 6%.
201718$3,945,664$131,614$16,452iApproximate average salary by contribution assumption: employee only about $411,294 at 4% or $274,196 at 6%; with 50% employer match about $274,196 at 4% or $182,797 at 6%; with 100% employer match about $205,647 at 4% or $137,098 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-8$3,945,664$131,614$16,452iApproximate average salary by contribution assumption: employee only about $411,294 at 4% or $274,196 at 6%; with 50% employer match about $274,196 at 4% or $182,797 at 6%; with 100% employer match about $205,647 at 4% or $137,098 at 6%.
201618$3,266,213$112,089$14,011iApproximate average salary by contribution assumption: employee only about $350,278 at 4% or $233,519 at 6%; with 50% employer match about $233,519 at 4% or $155,679 at 6%; with 100% employer match about $175,139 at 4% or $116,759 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-8$3,266,213$112,089$14,011iApproximate average salary by contribution assumption: employee only about $350,278 at 4% or $233,519 at 6%; with 50% employer match about $233,519 at 4% or $155,679 at 6%; with 100% employer match about $175,139 at 4% or $116,759 at 6%.
201517$2,904,872$190,765$27,252iApproximate average salary by contribution assumption: employee only about $681,304 at 4% or $454,202 at 6%; with 50% employer match about $454,202 at 4% or $302,802 at 6%; with 100% employer match about $340,652 at 4% or $227,101 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$2,904,872$190,765$27,252iApproximate average salary by contribution assumption: employee only about $681,304 at 4% or $454,202 at 6%; with 50% employer match about $454,202 at 4% or $302,802 at 6%; with 100% employer match about $340,652 at 4% or $227,101 at 6%.
201417$2,699,648$106,592$15,227iApproximate average salary by contribution assumption: employee only about $380,686 at 4% or $253,790 at 6%; with 50% employer match about $253,790 at 4% or $169,194 at 6%; with 100% employer match about $190,343 at 4% or $126,895 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$2,699,648$106,592$15,227iApproximate average salary by contribution assumption: employee only about $380,686 at 4% or $253,790 at 6%; with 50% employer match about $253,790 at 4% or $169,194 at 6%; with 100% employer match about $190,343 at 4% or $126,895 at 6%.
201317$2,395,577$101,361$14,480iApproximate average salary by contribution assumption: employee only about $362,004 at 4% or $241,336 at 6%; with 50% employer match about $241,336 at 4% or $160,890 at 6%; with 100% employer match about $181,002 at 4% or $120,668 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$2,395,577$101,361$14,480iApproximate average salary by contribution assumption: employee only about $362,004 at 4% or $241,336 at 6%; with 50% employer match about $241,336 at 4% or $160,890 at 6%; with 100% employer match about $181,002 at 4% or $120,668 at 6%.
201217$1,831,611$104,272$14,896iApproximate average salary by contribution assumption: employee only about $372,400 at 4% or $248,267 at 6%; with 50% employer match about $248,267 at 4% or $165,511 at 6%; with 100% employer match about $186,200 at 4% or $124,133 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$1,831,611$104,272$14,896iApproximate average salary by contribution assumption: employee only about $372,400 at 4% or $248,267 at 6%; with 50% employer match about $248,267 at 4% or $165,511 at 6%; with 100% employer match about $186,200 at 4% or $124,133 at 6%.
201117$1,529,189$95,027$13,575iApproximate average salary by contribution assumption: employee only about $339,382 at 4% or $226,255 at 6%; with 50% employer match about $226,255 at 4% or $150,837 at 6%; with 100% employer match about $169,691 at 4% or $113,127 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$1,529,189$95,027$13,575iApproximate average salary by contribution assumption: employee only about $339,382 at 4% or $226,255 at 6%; with 50% employer match about $226,255 at 4% or $150,837 at 6%; with 100% employer match about $169,691 at 4% or $113,127 at 6%.
201017$1,493,446$73,853$10,550iApproximate average salary by contribution assumption: employee only about $263,761 at 4% or $175,840 at 6%; with 50% employer match about $175,840 at 4% or $117,227 at 6%; with 100% employer match about $131,880 at 4% or $87,920 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$1,493,446$73,853$10,550iApproximate average salary by contribution assumption: employee only about $263,761 at 4% or $175,840 at 6%; with 50% employer match about $175,840 at 4% or $117,227 at 6%; with 100% employer match about $131,880 at 4% or $87,920 at 6%.
200916$1,252,505$112,989$18,832iApproximate average salary by contribution assumption: employee only about $470,788 at 4% or $313,858 at 6%; with 50% employer match about $313,858 at 4% or $209,239 at 6%; with 100% employer match about $235,394 at 4% or $156,929 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-6$1,252,505$112,989$18,832iApproximate average salary by contribution assumption: employee only about $470,788 at 4% or $313,858 at 6%; with 50% employer match about $313,858 at 4% or $209,239 at 6%; with 100% employer match about $235,394 at 4% or $156,929 at 6%.
200815$1,064,985$101,885$20,377iApproximate average salary by contribution assumption: employee only about $509,425 at 4% or $339,617 at 6%; with 50% employer match about $339,617 at 4% or $226,411 at 6%; with 100% employer match about $254,713 at 4% or $169,808 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-5$1,064,985$101,885$20,377iApproximate average salary by contribution assumption: employee only about $509,425 at 4% or $339,617 at 6%; with 50% employer match about $339,617 at 4% or $226,411 at 6%; with 100% employer match about $254,713 at 4% or $169,808 at 6%.
200715$1,543,711$242,621$48,524iApproximate average salary by contribution assumption: employee only about $1,213,105 at 4% or $808,737 at 6%; with 50% employer match about $808,737 at 4% or $539,158 at 6%; with 100% employer match about $606,553 at 4% or $404,368 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-5$1,543,711$242,621$48,524iApproximate average salary by contribution assumption: employee only about $1,213,105 at 4% or $808,737 at 6%; with 50% employer match about $808,737 at 4% or $539,158 at 6%; with 100% employer match about $606,553 at 4% or $404,368 at 6%.
200616$1,702,200$105,279$17,547iApproximate average salary by contribution assumption: employee only about $438,663 at 4% or $292,442 at 6%; with 50% employer match about $292,442 at 4% or $194,961 at 6%; with 100% employer match about $219,331 at 4% or $146,221 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-6$1,702,200$105,279$17,547iApproximate average salary by contribution assumption: employee only about $438,663 at 4% or $292,442 at 6%; with 50% employer match about $292,442 at 4% or $194,961 at 6%; with 100% employer match about $219,331 at 4% or $146,221 at 6%.
200515$1,324,355$94,255$18,851iApproximate average salary by contribution assumption: employee only about $471,275 at 4% or $314,183 at 6%; with 50% employer match about $314,183 at 4% or $209,456 at 6%; with 100% employer match about $235,638 at 4% or $157,092 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-5$1,324,355$94,255$18,851iApproximate average salary by contribution assumption: employee only about $471,275 at 4% or $314,183 at 6%; with 50% employer match about $314,183 at 4% or $209,456 at 6%; with 100% employer match about $235,638 at 4% or $157,092 at 6%.
200415$1,125,105$87,228$17,446iApproximate average salary by contribution assumption: employee only about $436,140 at 4% or $290,760 at 6%; with 50% employer match about $290,760 at 4% or $193,840 at 6%; with 100% employer match about $218,070 at 4% or $145,380 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-5$1,125,105$87,228$17,446iApproximate average salary by contribution assumption: employee only about $436,140 at 4% or $290,760 at 6%; with 50% employer match about $290,760 at 4% or $193,840 at 6%; with 100% employer match about $218,070 at 4% or $145,380 at 6%.
200317$931,462$82,599$11,800iApproximate average salary by contribution assumption: employee only about $294,996 at 4% or $196,664 at 6%; with 50% employer match about $196,664 at 4% or $131,110 at 6%; with 100% employer match about $147,498 at 4% or $98,332 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-7$931,462$82,599$11,800iApproximate average salary by contribution assumption: employee only about $294,996 at 4% or $196,664 at 6%; with 50% employer match about $196,664 at 4% or $131,110 at 6%; with 100% employer match about $147,498 at 4% or $98,332 at 6%.
200216$664,055$53,601$8,934iApproximate average salary by contribution assumption: employee only about $223,338 at 4% or $148,892 at 6%; with 50% employer match about $148,892 at 4% or $99,261 at 6%; with 100% employer match about $111,669 at 4% or $74,446 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-6$664,055$53,601$8,934iApproximate average salary by contribution assumption: employee only about $223,338 at 4% or $148,892 at 6%; with 50% employer match about $148,892 at 4% or $99,261 at 6%; with 100% employer match about $111,669 at 4% or $74,446 at 6%.
200113$0$0-
Patrick Casey & Co. LLP 401K Profit Sharing Plan-3---
200013$587$587$196iApproximate average salary by contribution assumption: employee only about $4,892 at 4% or $3,261 at 6%; with 50% employer match about $3,261 at 4% or $2,174 at 6%; with 100% employer match about $2,446 at 4% or $1,631 at 6%.
Patrick Casey & Co. LLP 401K Profit Sharing Plan-3$587$587$196iApproximate average salary by contribution assumption: employee only about $4,892 at 4% or $3,261 at 6%; with 50% employer match about $3,261 at 4% or $2,174 at 6%; with 100% employer match about $2,446 at 4% or $1,631 at 6%.