Civic Intelligence

PANORAMIC CAPITAL PARTNERS LLC

Plan context: PANORAMIC CAPITAL PARTNERS LLC 401(K) PLAN

EIN 99-2442491 • Lake Oswego, OR • 2 filings • 1 plans

4949 Meadows Road, Suite 360Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$123,713

2025 Contributions

$75,303

Historical Graphs

Total Assets Over Time

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

$123,713$61,857$020242025YearValue
$123,713Latest year 2025

Participants Over Time

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

63020242025YearValue
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$123,713$75,303$12,551iApproximate average salary by contribution assumption: employee only about $313,763 at 4% or $209,175 at 6%; with 50% employer match about $209,175 at 4% or $139,450 at 6%; with 100% employer match about $156,881 at 4% or $104,588 at 6%.
PANORAMIC CAPITAL PARTNERS LLC 401(K) PLAN-6$123,713$75,303$12,551iApproximate average salary by contribution assumption: employee only about $313,763 at 4% or $209,175 at 6%; with 50% employer match about $209,175 at 4% or $139,450 at 6%; with 100% employer match about $156,881 at 4% or $104,588 at 6%.
202414$28,121$27,684$6,921iApproximate average salary by contribution assumption: employee only about $173,025 at 4% or $115,350 at 6%; with 50% employer match about $115,350 at 4% or $76,900 at 6%; with 100% employer match about $86,513 at 4% or $57,675 at 6%.
PANORAMIC CAPITAL PARTNERS LLC 401(K) PLAN-4$28,121$27,684$6,921iApproximate average salary by contribution assumption: employee only about $173,025 at 4% or $115,350 at 6%; with 50% employer match about $115,350 at 4% or $76,900 at 6%; with 100% employer match about $86,513 at 4% or $57,675 at 6%.