Sutter O'Connell Co.
Plan context: Sutter O'Connell 401(K) Profit Sharing Plan
EIN 01-0577837 • Cleveland, OH • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$20,262,992
2024 Contributions
$350,002
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 26 | $20,262,992 | $350,002 | $13,462iApproximate average salary by contribution assumption: employee only about $336,540 at 4% or $224,360 at 6%; with 50% employer match about $224,360 at 4% or $149,574 at 6%; with 100% employer match about $168,270 at 4% or $112,180 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 26 | $20,262,992 | $350,002 | $13,462iApproximate average salary by contribution assumption: employee only about $336,540 at 4% or $224,360 at 6%; with 50% employer match about $224,360 at 4% or $149,574 at 6%; with 100% employer match about $168,270 at 4% or $112,180 at 6%. |
| 2023 | 1 | 21 | $18,235,744 | $357,239 | $17,011iApproximate average salary by contribution assumption: employee only about $425,285 at 4% or $283,523 at 6%; with 50% employer match about $283,523 at 4% or $189,015 at 6%; with 100% employer match about $212,642 at 4% or $141,762 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 21 | $18,235,744 | $357,239 | $17,011iApproximate average salary by contribution assumption: employee only about $425,285 at 4% or $283,523 at 6%; with 50% employer match about $283,523 at 4% or $189,015 at 6%; with 100% employer match about $212,642 at 4% or $141,762 at 6%. |
| 2022 | 2 | 21 | $15,915,451 | $730,596 | $34,790iApproximate average salary by contribution assumption: employee only about $869,757 at 4% or $579,838 at 6%; with 50% employer match about $579,838 at 4% or $386,559 at 6%; with 100% employer match about $434,879 at 4% or $289,919 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 21 | $15,915,451 | $493,344 | $23,493iApproximate average salary by contribution assumption: employee only about $587,314 at 4% or $391,543 at 6%; with 50% employer match about $391,543 at 4% or $261,029 at 6%; with 100% employer match about $293,657 at 4% or $195,771 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 0 | $0 | $237,252 | - |
| 2021 | 2 | 22 | $22,258,516 | $680,644 | $30,938iApproximate average salary by contribution assumption: employee only about $773,459 at 4% or $515,639 at 6%; with 50% employer match about $515,639 at 4% or $343,760 at 6%; with 100% employer match about $386,730 at 4% or $257,820 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 22 | $22,113,612 | $395,348 | $17,970iApproximate average salary by contribution assumption: employee only about $449,259 at 4% or $299,506 at 6%; with 50% employer match about $299,506 at 4% or $199,671 at 6%; with 100% employer match about $224,630 at 4% or $149,753 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 21 | $144,904 | $285,296 | $13,586iApproximate average salary by contribution assumption: employee only about $339,638 at 4% or $226,425 at 6%; with 50% employer match about $226,425 at 4% or $150,950 at 6%; with 100% employer match about $169,819 at 4% or $113,213 at 6%. |
| 2020 | 2 | 29 | $19,200,425 | $818,725 | $28,232iApproximate average salary by contribution assumption: employee only about $705,797 at 4% or $470,532 at 6%; with 50% employer match about $470,532 at 4% or $313,688 at 6%; with 100% employer match about $352,899 at 4% or $235,266 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 29 | $19,079,457 | $436,950 | $15,067iApproximate average salary by contribution assumption: employee only about $376,681 at 4% or $251,121 at 6%; with 50% employer match about $251,121 at 4% or $167,414 at 6%; with 100% employer match about $188,341 at 4% or $125,560 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 25 | $120,968 | $381,775 | $15,271iApproximate average salary by contribution assumption: employee only about $381,775 at 4% or $254,517 at 6%; with 50% employer match about $254,517 at 4% or $169,678 at 6%; with 100% employer match about $190,888 at 4% or $127,258 at 6%. |
| 2019 | 2 | 34 | $16,502,497 | $773,589 | $22,753iApproximate average salary by contribution assumption: employee only about $568,815 at 4% or $379,210 at 6%; with 50% employer match about $379,210 at 4% or $252,807 at 6%; with 100% employer match about $284,408 at 4% or $189,605 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 34 | $16,446,017 | $453,503 | $13,338iApproximate average salary by contribution assumption: employee only about $333,458 at 4% or $222,305 at 6%; with 50% employer match about $222,305 at 4% or $148,204 at 6%; with 100% employer match about $166,729 at 4% or $111,153 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 33 | $56,480 | $320,086 | $9,700iApproximate average salary by contribution assumption: employee only about $242,489 at 4% or $161,660 at 6%; with 50% employer match about $161,660 at 4% or $107,773 at 6%; with 100% employer match about $121,245 at 4% or $80,830 at 6%. |
| 2018 | 2 | 35 | $14,055,580 | $730,537 | $20,872iApproximate average salary by contribution assumption: employee only about $521,812 at 4% or $347,875 at 6%; with 50% employer match about $347,875 at 4% or $231,917 at 6%; with 100% employer match about $260,906 at 4% or $173,937 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 35 | $14,006,483 | $431,519 | $12,329iApproximate average salary by contribution assumption: employee only about $308,228 at 4% or $205,485 at 6%; with 50% employer match about $205,485 at 4% or $136,990 at 6%; with 100% employer match about $154,114 at 4% or $102,743 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 33 | $49,097 | $299,018 | $9,061iApproximate average salary by contribution assumption: employee only about $226,529 at 4% or $151,019 at 6%; with 50% employer match about $151,019 at 4% or $100,679 at 6%; with 100% employer match about $113,264 at 4% or $75,510 at 6%. |
| 2017 | 2 | 39 | $14,423,022 | $782,776 | $20,071iApproximate average salary by contribution assumption: employee only about $501,779 at 4% or $334,520 at 6%; with 50% employer match about $334,520 at 4% or $223,013 at 6%; with 100% employer match about $250,890 at 4% or $167,260 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 39 | $14,380,508 | $451,762 | $11,584iApproximate average salary by contribution assumption: employee only about $289,591 at 4% or $193,061 at 6%; with 50% employer match about $193,061 at 4% or $128,707 at 6%; with 100% employer match about $144,796 at 4% or $96,530 at 6%. |
| SUTTER O CONNELL SOCA BENEFIT PLAN | - | 0 | $42,514 | $331,014 | - |
| 2016 | 1 | 40 | $12,285,749 | $795,441 | $19,886iApproximate average salary by contribution assumption: employee only about $497,151 at 4% or $331,434 at 6%; with 50% employer match about $331,434 at 4% or $220,956 at 6%; with 100% employer match about $248,575 at 4% or $165,717 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 40 | $12,285,749 | $795,441 | $19,886iApproximate average salary by contribution assumption: employee only about $497,151 at 4% or $331,434 at 6%; with 50% employer match about $331,434 at 4% or $220,956 at 6%; with 100% employer match about $248,575 at 4% or $165,717 at 6%. |
| 2015 | 1 | 46 | $9,156,051 | $424,588 | $9,230iApproximate average salary by contribution assumption: employee only about $230,754 at 4% or $153,836 at 6%; with 50% employer match about $153,836 at 4% or $102,557 at 6%; with 100% employer match about $115,377 at 4% or $76,918 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 46 | $9,156,051 | $424,588 | $9,230iApproximate average salary by contribution assumption: employee only about $230,754 at 4% or $153,836 at 6%; with 50% employer match about $153,836 at 4% or $102,557 at 6%; with 100% employer match about $115,377 at 4% or $76,918 at 6%. |
| 2014 | 1 | 33 | $9,348,341 | $332,705 | $10,082iApproximate average salary by contribution assumption: employee only about $252,049 at 4% or $168,033 at 6%; with 50% employer match about $168,033 at 4% or $112,022 at 6%; with 100% employer match about $126,025 at 4% or $84,016 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 33 | $9,348,341 | $332,705 | $10,082iApproximate average salary by contribution assumption: employee only about $252,049 at 4% or $168,033 at 6%; with 50% employer match about $168,033 at 4% or $112,022 at 6%; with 100% employer match about $126,025 at 4% or $84,016 at 6%. |
| 2013 | 1 | 29 | $8,589,180 | $334,239 | $11,525iApproximate average salary by contribution assumption: employee only about $288,137 at 4% or $192,091 at 6%; with 50% employer match about $192,091 at 4% or $128,061 at 6%; with 100% employer match about $144,069 at 4% or $96,046 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 29 | $8,589,180 | $334,239 | $11,525iApproximate average salary by contribution assumption: employee only about $288,137 at 4% or $192,091 at 6%; with 50% employer match about $192,091 at 4% or $128,061 at 6%; with 100% employer match about $144,069 at 4% or $96,046 at 6%. |
| 2012 | 1 | 37 | $8,389,881 | $409,598 | $11,070iApproximate average salary by contribution assumption: employee only about $276,755 at 4% or $184,504 at 6%; with 50% employer match about $184,504 at 4% or $123,002 at 6%; with 100% employer match about $138,378 at 4% or $92,252 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 37 | $8,389,881 | $409,598 | $11,070iApproximate average salary by contribution assumption: employee only about $276,755 at 4% or $184,504 at 6%; with 50% employer match about $184,504 at 4% or $123,002 at 6%; with 100% employer match about $138,378 at 4% or $92,252 at 6%. |
| 2011 | 1 | 62 | $7,612,129 | $497,789 | $8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 62 | $7,612,129 | $497,789 | $8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%. |
| 2010 | 1 | 75 | $8,387,608 | $799,937 | $10,666iApproximate average salary by contribution assumption: employee only about $266,646 at 4% or $177,764 at 6%; with 50% employer match about $177,764 at 4% or $118,509 at 6%; with 100% employer match about $133,323 at 4% or $88,882 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 75 | $8,387,608 | $799,937 | $10,666iApproximate average salary by contribution assumption: employee only about $266,646 at 4% or $177,764 at 6%; with 50% employer match about $177,764 at 4% or $118,509 at 6%; with 100% employer match about $133,323 at 4% or $88,882 at 6%. |
| 2009 | 1 | 76 | $6,831,945 | $938,357 | $12,347iApproximate average salary by contribution assumption: employee only about $308,670 at 4% or $205,780 at 6%; with 50% employer match about $205,780 at 4% or $137,187 at 6%; with 100% employer match about $154,335 at 4% or $102,890 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 76 | $6,831,945 | $938,357 | $12,347iApproximate average salary by contribution assumption: employee only about $308,670 at 4% or $205,780 at 6%; with 50% employer match about $205,780 at 4% or $137,187 at 6%; with 100% employer match about $154,335 at 4% or $102,890 at 6%. |
| 2008 | 1 | 59 | $4,520,545 | $909,871 | $15,422iApproximate average salary by contribution assumption: employee only about $385,539 at 4% or $257,026 at 6%; with 50% employer match about $257,026 at 4% or $171,350 at 6%; with 100% employer match about $192,769 at 4% or $128,513 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 59 | $4,520,545 | $909,871 | $15,422iApproximate average salary by contribution assumption: employee only about $385,539 at 4% or $257,026 at 6%; with 50% employer match about $257,026 at 4% or $171,350 at 6%; with 100% employer match about $192,769 at 4% or $128,513 at 6%. |
| 2007 | 1 | 63 | $0 | $0 | - |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 63 | - | - | - |
| 2006 | 1 | 61 | $4,930,366 | $921,094 | $15,100iApproximate average salary by contribution assumption: employee only about $377,498 at 4% or $251,665 at 6%; with 50% employer match about $251,665 at 4% or $167,777 at 6%; with 100% employer match about $188,749 at 4% or $125,833 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 61 | $4,930,366 | $921,094 | $15,100iApproximate average salary by contribution assumption: employee only about $377,498 at 4% or $251,665 at 6%; with 50% employer match about $251,665 at 4% or $167,777 at 6%; with 100% employer match about $188,749 at 4% or $125,833 at 6%. |
| 2005 | 1 | 66 | $3,530,898 | $1,004,941 | $15,226iApproximate average salary by contribution assumption: employee only about $380,659 at 4% or $253,773 at 6%; with 50% employer match about $253,773 at 4% or $169,182 at 6%; with 100% employer match about $190,330 at 4% or $126,886 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 66 | $3,530,898 | $1,004,941 | $15,226iApproximate average salary by contribution assumption: employee only about $380,659 at 4% or $253,773 at 6%; with 50% employer match about $253,773 at 4% or $169,182 at 6%; with 100% employer match about $190,330 at 4% or $126,886 at 6%. |
| 2004 | 1 | 51 | $2,694,156 | $894,129 | $17,532iApproximate average salary by contribution assumption: employee only about $438,299 at 4% or $292,199 at 6%; with 50% employer match about $292,199 at 4% or $194,799 at 6%; with 100% employer match about $219,149 at 4% or $146,100 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 51 | $2,694,156 | $894,129 | $17,532iApproximate average salary by contribution assumption: employee only about $438,299 at 4% or $292,199 at 6%; with 50% employer match about $292,199 at 4% or $194,799 at 6%; with 100% employer match about $219,149 at 4% or $146,100 at 6%. |
| 2003 | 1 | 32 | $1,571,585 | $1,364,111 | $42,628iApproximate average salary by contribution assumption: employee only about $1,065,712 at 4% or $710,474 at 6%; with 50% employer match about $710,474 at 4% or $473,650 at 6%; with 100% employer match about $532,856 at 4% or $355,237 at 6%. |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 32 | $1,571,585 | $1,364,111 | $42,628iApproximate average salary by contribution assumption: employee only about $1,065,712 at 4% or $710,474 at 6%; with 50% employer match about $710,474 at 4% or $473,650 at 6%; with 100% employer match about $532,856 at 4% or $355,237 at 6%. |
| 2002 | 1 | 25 | $0 | $0 | - |
| Sutter O'Connell 401(K) Profit Sharing Plan | - | 25 | - | - | - |