Civic Intelligence

Owner Strategies LLC

Plan context: Owner Strategies LLC 401(K) Plan

EIN 01-0765635 • Alpharetta, GA • 15 filings • 3 plans

55 Roswell StreetSuite 210Alpharetta, GA 30009
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$953,537

2022 Contributions

$125,314

Historical Graphs

Total Assets Over Time

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

$1,079,054$539,527$0200820152022YearValue
$953,537Latest year 2022

Participants Over Time

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

630200820152022YearValue
6Latest year 2022

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
202216$953,537$125,314$20,886iApproximate average salary by contribution assumption: employee only about $522,142 at 4% or $348,094 at 6%; with 50% employer match about $348,094 at 4% or $232,063 at 6%; with 100% employer match about $261,071 at 4% or $174,047 at 6%.
Owner Strategies LLC 401(K) Plan-6$953,537$125,314$20,886iApproximate average salary by contribution assumption: employee only about $522,142 at 4% or $348,094 at 6%; with 50% employer match about $348,094 at 4% or $232,063 at 6%; with 100% employer match about $261,071 at 4% or $174,047 at 6%.
202116$1,079,054$96,356$16,059iApproximate average salary by contribution assumption: employee only about $401,483 at 4% or $267,656 at 6%; with 50% employer match about $267,656 at 4% or $178,437 at 6%; with 100% employer match about $200,742 at 4% or $133,828 at 6%.
Owner Strategies LLC 401(K) Plan-6$1,079,054$96,356$16,059iApproximate average salary by contribution assumption: employee only about $401,483 at 4% or $267,656 at 6%; with 50% employer match about $267,656 at 4% or $178,437 at 6%; with 100% employer match about $200,742 at 4% or $133,828 at 6%.
202016$843,777$61,693$10,282iApproximate average salary by contribution assumption: employee only about $257,054 at 4% or $171,369 at 6%; with 50% employer match about $171,369 at 4% or $114,246 at 6%; with 100% employer match about $128,527 at 4% or $85,685 at 6%.
Owner Strategies LLC 401(K) Plan-6$843,777$61,693$10,282iApproximate average salary by contribution assumption: employee only about $257,054 at 4% or $171,369 at 6%; with 50% employer match about $171,369 at 4% or $114,246 at 6%; with 100% employer match about $128,527 at 4% or $85,685 at 6%.
201915$618,040$55,927$11,185iApproximate average salary by contribution assumption: employee only about $279,635 at 4% or $186,423 at 6%; with 50% employer match about $186,423 at 4% or $124,282 at 6%; with 100% employer match about $139,818 at 4% or $93,212 at 6%.
Owner Strategies LLC 401(K) Plan-5$618,040$55,927$11,185iApproximate average salary by contribution assumption: employee only about $279,635 at 4% or $186,423 at 6%; with 50% employer match about $186,423 at 4% or $124,282 at 6%; with 100% employer match about $139,818 at 4% or $93,212 at 6%.
201815$443,159$47,851$9,570iApproximate average salary by contribution assumption: employee only about $239,255 at 4% or $159,503 at 6%; with 50% employer match about $159,503 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
Owner Strategies LLC 401(K) Plan-5$443,159$47,851$9,570iApproximate average salary by contribution assumption: employee only about $239,255 at 4% or $159,503 at 6%; with 50% employer match about $159,503 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
201715$431,545$44,337$8,867iApproximate average salary by contribution assumption: employee only about $221,685 at 4% or $147,790 at 6%; with 50% employer match about $147,790 at 4% or $98,527 at 6%; with 100% employer match about $110,843 at 4% or $73,895 at 6%.
Owner Strategies LLC 401(K) Plan-5$431,545$44,337$8,867iApproximate average salary by contribution assumption: employee only about $221,685 at 4% or $147,790 at 6%; with 50% employer match about $147,790 at 4% or $98,527 at 6%; with 100% employer match about $110,843 at 4% or $73,895 at 6%.
201614$305,964$57,425$14,356iApproximate average salary by contribution assumption: employee only about $358,906 at 4% or $239,271 at 6%; with 50% employer match about $239,271 at 4% or $159,514 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
Owner Strategies LLC 401(K) Plan-4$305,964$57,425$14,356iApproximate average salary by contribution assumption: employee only about $358,906 at 4% or $239,271 at 6%; with 50% employer match about $239,271 at 4% or $159,514 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
201513$233,697$53,379$17,793iApproximate average salary by contribution assumption: employee only about $444,825 at 4% or $296,550 at 6%; with 50% employer match about $296,550 at 4% or $197,700 at 6%; with 100% employer match about $222,413 at 4% or $148,275 at 6%.
Owner Strategies LLC 401(K) Plan-3$233,697$53,379$17,793iApproximate average salary by contribution assumption: employee only about $444,825 at 4% or $296,550 at 6%; with 50% employer match about $296,550 at 4% or $197,700 at 6%; with 100% employer match about $222,413 at 4% or $148,275 at 6%.
201413$179,178$30,998$10,333iApproximate average salary by contribution assumption: employee only about $258,317 at 4% or $172,211 at 6%; with 50% employer match about $172,211 at 4% or $114,807 at 6%; with 100% employer match about $129,158 at 4% or $86,106 at 6%.
Owner Strategies LLC 401(K) Plan-3$179,178$30,998$10,333iApproximate average salary by contribution assumption: employee only about $258,317 at 4% or $172,211 at 6%; with 50% employer match about $172,211 at 4% or $114,807 at 6%; with 100% employer match about $129,158 at 4% or $86,106 at 6%.
201313$138,519$26,046$8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%.
Owner Strategies LLC 401(K) Plan-3$138,519$26,046$8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%.
201213$91,263$6,435$2,145iApproximate average salary by contribution assumption: employee only about $53,625 at 4% or $35,750 at 6%; with 50% employer match about $35,750 at 4% or $23,833 at 6%; with 100% employer match about $26,813 at 4% or $17,875 at 6%.
Owner Strategies LLC 401(K) Plan-3$91,263$6,435$2,145iApproximate average salary by contribution assumption: employee only about $53,625 at 4% or $35,750 at 6%; with 50% employer match about $35,750 at 4% or $23,833 at 6%; with 100% employer match about $26,813 at 4% or $17,875 at 6%.
201113$75,748$5,850$1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
Owner Strategies LLC 401(K) Plan-3$75,748$5,850$1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
201013$71,900$37,894$12,631iApproximate average salary by contribution assumption: employee only about $315,783 at 4% or $210,522 at 6%; with 50% employer match about $210,522 at 4% or $140,348 at 6%; with 100% employer match about $157,892 at 4% or $105,261 at 6%.
Owner Strategies LLC 401(K) Plan-3$71,900$37,894$12,631iApproximate average salary by contribution assumption: employee only about $315,783 at 4% or $210,522 at 6%; with 50% employer match about $210,522 at 4% or $140,348 at 6%; with 100% employer match about $157,892 at 4% or $105,261 at 6%.
200913$29,566$20,906$6,969iApproximate average salary by contribution assumption: employee only about $174,217 at 4% or $116,144 at 6%; with 50% employer match about $116,144 at 4% or $77,430 at 6%; with 100% employer match about $87,108 at 4% or $58,072 at 6%.
Owner Strategies LLC 401(K) Plan-3$29,566$20,906$6,969iApproximate average salary by contribution assumption: employee only about $174,217 at 4% or $116,144 at 6%; with 50% employer match about $116,144 at 4% or $77,430 at 6%; with 100% employer match about $87,108 at 4% or $58,072 at 6%.
200814$5,049$7,027$1,757iApproximate average salary by contribution assumption: employee only about $43,919 at 4% or $29,279 at 6%; with 50% employer match about $29,279 at 4% or $19,519 at 6%; with 100% employer match about $21,959 at 4% or $14,640 at 6%.
Owner Strategies LLC 401(K) Plan-4$5,049$7,027$1,757iApproximate average salary by contribution assumption: employee only about $43,919 at 4% or $29,279 at 6%; with 50% employer match about $29,279 at 4% or $19,519 at 6%; with 100% employer match about $21,959 at 4% or $14,640 at 6%.