Civic Intelligence

Leonard T. Berard

Plan context: Consolidated Financial Management Corporation Profit Sharing Plan

EIN 95-3766903 • Beaverton, OR • 27 filings • 4 plans

1915 NE Stucki AveSuite 150Beaverton, OR 97006
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$4,204,426

2025 Contributions

$173,050

Historical Graphs

Total Assets Over Time

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

$4,204,426$2,102,213$0199920132025YearValue
$4,204,426Latest year 2025

Participants Over Time

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

630200020132025YearValue
6Latest 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
202516$4,204,426$173,050$28,842iApproximate average salary by contribution assumption: employee only about $721,042 at 4% or $480,694 at 6%; with 50% employer match about $480,694 at 4% or $320,463 at 6%; with 100% employer match about $360,521 at 4% or $240,347 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$4,204,426$173,050$28,842iApproximate average salary by contribution assumption: employee only about $721,042 at 4% or $480,694 at 6%; with 50% employer match about $480,694 at 4% or $320,463 at 6%; with 100% employer match about $360,521 at 4% or $240,347 at 6%.
202416$3,442,415$194,315$32,386iApproximate average salary by contribution assumption: employee only about $809,646 at 4% or $539,764 at 6%; with 50% employer match about $539,764 at 4% or $359,843 at 6%; with 100% employer match about $404,823 at 4% or $269,882 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$3,442,415$194,315$32,386iApproximate average salary by contribution assumption: employee only about $809,646 at 4% or $539,764 at 6%; with 50% employer match about $539,764 at 4% or $359,843 at 6%; with 100% employer match about $404,823 at 4% or $269,882 at 6%.
202315$3,108,940$183,772$36,754iApproximate average salary by contribution assumption: employee only about $918,860 at 4% or $612,573 at 6%; with 50% employer match about $612,573 at 4% or $408,382 at 6%; with 100% employer match about $459,430 at 4% or $306,287 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$3,108,940$183,772$36,754iApproximate average salary by contribution assumption: employee only about $918,860 at 4% or $612,573 at 6%; with 50% employer match about $612,573 at 4% or $408,382 at 6%; with 100% employer match about $459,430 at 4% or $306,287 at 6%.
202215$2,409,780$105,554$21,111iApproximate average salary by contribution assumption: employee only about $527,770 at 4% or $351,847 at 6%; with 50% employer match about $351,847 at 4% or $234,564 at 6%; with 100% employer match about $263,885 at 4% or $175,923 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$2,409,780$105,554$21,111iApproximate average salary by contribution assumption: employee only about $527,770 at 4% or $351,847 at 6%; with 50% employer match about $351,847 at 4% or $234,564 at 6%; with 100% employer match about $263,885 at 4% or $175,923 at 6%.
202116$2,689,489$205,968$34,328iApproximate average salary by contribution assumption: employee only about $858,200 at 4% or $572,133 at 6%; with 50% employer match about $572,133 at 4% or $381,422 at 6%; with 100% employer match about $429,100 at 4% or $286,067 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$2,689,489$205,968$34,328iApproximate average salary by contribution assumption: employee only about $858,200 at 4% or $572,133 at 6%; with 50% employer match about $572,133 at 4% or $381,422 at 6%; with 100% employer match about $429,100 at 4% or $286,067 at 6%.
202016$2,393,697$194,993$32,499iApproximate average salary by contribution assumption: employee only about $812,471 at 4% or $541,647 at 6%; with 50% employer match about $541,647 at 4% or $361,098 at 6%; with 100% employer match about $406,235 at 4% or $270,824 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$2,393,697$194,993$32,499iApproximate average salary by contribution assumption: employee only about $812,471 at 4% or $541,647 at 6%; with 50% employer match about $541,647 at 4% or $361,098 at 6%; with 100% employer match about $406,235 at 4% or $270,824 at 6%.
201915$1,423,437$132,670$26,534iApproximate average salary by contribution assumption: employee only about $663,350 at 4% or $442,233 at 6%; with 50% employer match about $442,233 at 4% or $294,822 at 6%; with 100% employer match about $331,675 at 4% or $221,117 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,423,437$132,670$26,534iApproximate average salary by contribution assumption: employee only about $663,350 at 4% or $442,233 at 6%; with 50% employer match about $442,233 at 4% or $294,822 at 6%; with 100% employer match about $331,675 at 4% or $221,117 at 6%.
201815$1,467,834$184,430$36,886iApproximate average salary by contribution assumption: employee only about $922,150 at 4% or $614,767 at 6%; with 50% employer match about $614,767 at 4% or $409,844 at 6%; with 100% employer match about $461,075 at 4% or $307,383 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,467,834$184,430$36,886iApproximate average salary by contribution assumption: employee only about $922,150 at 4% or $614,767 at 6%; with 50% employer match about $614,767 at 4% or $409,844 at 6%; with 100% employer match about $461,075 at 4% or $307,383 at 6%.
201715$1,250,435$92,126$18,425iApproximate average salary by contribution assumption: employee only about $460,630 at 4% or $307,087 at 6%; with 50% employer match about $307,087 at 4% or $204,724 at 6%; with 100% employer match about $230,315 at 4% or $153,543 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,250,435$92,126$18,425iApproximate average salary by contribution assumption: employee only about $460,630 at 4% or $307,087 at 6%; with 50% employer match about $307,087 at 4% or $204,724 at 6%; with 100% employer match about $230,315 at 4% or $153,543 at 6%.
201616$2,411,761$80,858$13,476iApproximate average salary by contribution assumption: employee only about $336,908 at 4% or $224,606 at 6%; with 50% employer match about $224,606 at 4% or $149,737 at 6%; with 100% employer match about $168,454 at 4% or $112,303 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$2,411,761$80,858$13,476iApproximate average salary by contribution assumption: employee only about $336,908 at 4% or $224,606 at 6%; with 50% employer match about $224,606 at 4% or $149,737 at 6%; with 100% employer match about $168,454 at 4% or $112,303 at 6%.
201516$2,091,632$107,733$17,956iApproximate average salary by contribution assumption: employee only about $448,888 at 4% or $299,258 at 6%; with 50% employer match about $299,258 at 4% or $199,506 at 6%; with 100% employer match about $224,444 at 4% or $149,629 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-6$2,091,632$107,733$17,956iApproximate average salary by contribution assumption: employee only about $448,888 at 4% or $299,258 at 6%; with 50% employer match about $299,258 at 4% or $199,506 at 6%; with 100% employer match about $224,444 at 4% or $149,629 at 6%.
201415$2,117,776$114,100$22,820iApproximate average salary by contribution assumption: employee only about $570,500 at 4% or $380,333 at 6%; with 50% employer match about $380,333 at 4% or $253,556 at 6%; with 100% employer match about $285,250 at 4% or $190,167 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$2,117,776$114,100$22,820iApproximate average salary by contribution assumption: employee only about $570,500 at 4% or $380,333 at 6%; with 50% employer match about $380,333 at 4% or $253,556 at 6%; with 100% employer match about $285,250 at 4% or $190,167 at 6%.
201315$1,931,624$93,464$18,693iApproximate average salary by contribution assumption: employee only about $467,320 at 4% or $311,547 at 6%; with 50% employer match about $311,547 at 4% or $207,698 at 6%; with 100% employer match about $233,660 at 4% or $155,773 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,931,624$93,464$18,693iApproximate average salary by contribution assumption: employee only about $467,320 at 4% or $311,547 at 6%; with 50% employer match about $311,547 at 4% or $207,698 at 6%; with 100% employer match about $233,660 at 4% or $155,773 at 6%.
201214$1,654,177$76,580$19,145iApproximate average salary by contribution assumption: employee only about $478,625 at 4% or $319,083 at 6%; with 50% employer match about $319,083 at 4% or $212,722 at 6%; with 100% employer match about $239,313 at 4% or $159,542 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-4$1,654,177$76,580$19,145iApproximate average salary by contribution assumption: employee only about $478,625 at 4% or $319,083 at 6%; with 50% employer match about $319,083 at 4% or $212,722 at 6%; with 100% employer match about $239,313 at 4% or $159,542 at 6%.
201114$1,447,250$108,179$27,045iApproximate average salary by contribution assumption: employee only about $676,119 at 4% or $450,746 at 6%; with 50% employer match about $450,746 at 4% or $300,497 at 6%; with 100% employer match about $338,059 at 4% or $225,373 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-4$1,447,250$108,179$27,045iApproximate average salary by contribution assumption: employee only about $676,119 at 4% or $450,746 at 6%; with 50% employer match about $450,746 at 4% or $300,497 at 6%; with 100% employer match about $338,059 at 4% or $225,373 at 6%.
201014$1,306,651$112,346$28,087iApproximate average salary by contribution assumption: employee only about $702,163 at 4% or $468,108 at 6%; with 50% employer match about $468,108 at 4% or $312,072 at 6%; with 100% employer match about $351,081 at 4% or $234,054 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-4$1,306,651$112,346$28,087iApproximate average salary by contribution assumption: employee only about $702,163 at 4% or $468,108 at 6%; with 50% employer match about $468,108 at 4% or $312,072 at 6%; with 100% employer match about $351,081 at 4% or $234,054 at 6%.
200915$1,063,541$50,148$10,030iApproximate average salary by contribution assumption: employee only about $250,740 at 4% or $167,160 at 6%; with 50% employer match about $167,160 at 4% or $111,440 at 6%; with 100% employer match about $125,370 at 4% or $83,580 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,063,541$50,148$10,030iApproximate average salary by contribution assumption: employee only about $250,740 at 4% or $167,160 at 6%; with 50% employer match about $167,160 at 4% or $111,440 at 6%; with 100% employer match about $125,370 at 4% or $83,580 at 6%.
200815$0$0-
Consolidated Financial Management Corporation Profit Sharing Plan-5---
200715$1,022,584$89,695$17,939iApproximate average salary by contribution assumption: employee only about $448,475 at 4% or $298,983 at 6%; with 50% employer match about $298,983 at 4% or $199,322 at 6%; with 100% employer match about $224,238 at 4% or $149,492 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$1,022,584$89,695$17,939iApproximate average salary by contribution assumption: employee only about $448,475 at 4% or $298,983 at 6%; with 50% employer match about $298,983 at 4% or $199,322 at 6%; with 100% employer match about $224,238 at 4% or $149,492 at 6%.
200614$933,637$82,477$20,619iApproximate average salary by contribution assumption: employee only about $515,481 at 4% or $343,654 at 6%; with 50% employer match about $343,654 at 4% or $229,103 at 6%; with 100% employer match about $257,741 at 4% or $171,827 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-4$933,637$82,477$20,619iApproximate average salary by contribution assumption: employee only about $515,481 at 4% or $343,654 at 6%; with 50% employer match about $343,654 at 4% or $229,103 at 6%; with 100% employer match about $257,741 at 4% or $171,827 at 6%.
200515$790,624$117,360$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-5$790,624$117,360$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
200414$573,142$79,898$19,975iApproximate average salary by contribution assumption: employee only about $499,363 at 4% or $332,908 at 6%; with 50% employer match about $332,908 at 4% or $221,939 at 6%; with 100% employer match about $249,681 at 4% or $166,454 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-4$573,142$79,898$19,975iApproximate average salary by contribution assumption: employee only about $499,363 at 4% or $332,908 at 6%; with 50% employer match about $332,908 at 4% or $221,939 at 6%; with 100% employer match about $249,681 at 4% or $166,454 at 6%.
200312$503,865$45,159$22,580iApproximate average salary by contribution assumption: employee only about $564,488 at 4% or $376,325 at 6%; with 50% employer match about $376,325 at 4% or $250,883 at 6%; with 100% employer match about $282,244 at 4% or $188,163 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-2$503,865$45,159$22,580iApproximate average salary by contribution assumption: employee only about $564,488 at 4% or $376,325 at 6%; with 50% employer match about $376,325 at 4% or $250,883 at 6%; with 100% employer match about $282,244 at 4% or $188,163 at 6%.
200213$329,503$42,823$14,274iApproximate average salary by contribution assumption: employee only about $356,858 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-3$329,503$42,823$14,274iApproximate average salary by contribution assumption: employee only about $356,858 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%.
200112$357,212$34,207$17,104iApproximate average salary by contribution assumption: employee only about $427,588 at 4% or $285,058 at 6%; with 50% employer match about $285,058 at 4% or $190,039 at 6%; with 100% employer match about $213,794 at 4% or $142,529 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-2$357,212$34,207$17,104iApproximate average salary by contribution assumption: employee only about $427,588 at 4% or $285,058 at 6%; with 50% employer match about $285,058 at 4% or $190,039 at 6%; with 100% employer match about $213,794 at 4% or $142,529 at 6%.
200013$324,589$33,561$11,187iApproximate average salary by contribution assumption: employee only about $279,675 at 4% or $186,450 at 6%; with 50% employer match about $186,450 at 4% or $124,300 at 6%; with 100% employer match about $139,838 at 4% or $93,225 at 6%.
Consolidated Financial Management Corporation Profit Sharing Plan-3$324,589$33,561$11,187iApproximate average salary by contribution assumption: employee only about $279,675 at 4% or $186,450 at 6%; with 50% employer match about $186,450 at 4% or $124,300 at 6%; with 100% employer match about $139,838 at 4% or $93,225 at 6%.
199910$326,657$47,926-
Consolidated Financial Management Corporation Profit Sharing Plan-0$326,657$47,926-