Civic Intelligence

O. R. Colan Associates LLC

Plan context: O.R. Colan Associates 401(K) Plan

EIN 01-0780018 • Charlotte, NC • 29 filings • 8 plans

7005 Shannon Willow Rd Ste 100Charlotte, NC 28226-1302
Current Snapshot

Latest Year

2024

2024 Participants

380

2024 Assets

$27,646,758

2024 Contributions

$3,629,978

Historical Graphs

Total Assets Over Time

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

$27,646,758$13,823,379$0200620152024YearValue
$27,646,758Latest year 2024

Participants Over Time

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

3801900200620152024YearValue
380Latest year 2024

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
20242380$27,646,758$3,629,978$9,553iApproximate average salary by contribution assumption: employee only about $238,814 at 4% or $159,210 at 6%; with 50% employer match about $159,210 at 4% or $106,140 at 6%; with 100% employer match about $119,407 at 4% or $79,605 at 6%.
O.R. Colan Associates 401(K) Plan-380$27,646,758$3,629,978$9,553iApproximate average salary by contribution assumption: employee only about $238,814 at 4% or $159,210 at 6%; with 50% employer match about $159,210 at 4% or $106,140 at 6%; with 100% employer match about $119,407 at 4% or $79,605 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-232---
20232335$25,602,631$3,747,576$11,187iApproximate average salary by contribution assumption: employee only about $279,670 at 4% or $186,447 at 6%; with 50% employer match about $186,447 at 4% or $124,298 at 6%; with 100% employer match about $139,835 at 4% or $93,223 at 6%.
O.R. Colan Associates 401(K) Plan-335$25,602,631$3,747,576$11,187iApproximate average salary by contribution assumption: employee only about $279,670 at 4% or $186,447 at 6%; with 50% employer match about $186,447 at 4% or $124,298 at 6%; with 100% employer match about $139,835 at 4% or $93,223 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-221---
20222325$20,178,972$2,919,837$8,984iApproximate average salary by contribution assumption: employee only about $224,603 at 4% or $149,735 at 6%; with 50% employer match about $149,735 at 4% or $99,823 at 6%; with 100% employer match about $112,301 at 4% or $74,868 at 6%.
O.R. Colan Associates 401(K) Plan-325$20,178,972$2,919,837$8,984iApproximate average salary by contribution assumption: employee only about $224,603 at 4% or $149,735 at 6%; with 50% employer match about $149,735 at 4% or $99,823 at 6%; with 100% employer match about $112,301 at 4% or $74,868 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-218---
20212272$21,920,233$2,301,238$8,460iApproximate average salary by contribution assumption: employee only about $211,511 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,005 at 6%; with 100% employer match about $105,755 at 4% or $70,504 at 6%.
O.R. Colan Associates 401(K) Plan-272$21,920,233$2,301,238$8,460iApproximate average salary by contribution assumption: employee only about $211,511 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,005 at 6%; with 100% employer match about $105,755 at 4% or $70,504 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-184---
20202230$18,282,327$2,166,400$9,419iApproximate average salary by contribution assumption: employee only about $235,478 at 4% or $156,986 at 6%; with 50% employer match about $156,986 at 4% or $104,657 at 6%; with 100% employer match about $117,739 at 4% or $78,493 at 6%.
O.R. Colan Associates 401(K) Plan-230$18,282,327$2,166,400$9,419iApproximate average salary by contribution assumption: employee only about $235,478 at 4% or $156,986 at 6%; with 50% employer match about $156,986 at 4% or $104,657 at 6%; with 100% employer match about $117,739 at 4% or $78,493 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-162---
20192237$15,266,407$2,151,986$9,080iApproximate average salary by contribution assumption: employee only about $227,003 at 4% or $151,335 at 6%; with 50% employer match about $151,335 at 4% or $100,890 at 6%; with 100% employer match about $113,501 at 4% or $75,668 at 6%.
O.R. Colan Associates 401(K) Plan-237$15,266,407$2,151,986$9,080iApproximate average salary by contribution assumption: employee only about $227,003 at 4% or $151,335 at 6%; with 50% employer match about $151,335 at 4% or $100,890 at 6%; with 100% employer match about $113,501 at 4% or $75,668 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-210---
20182247$12,530,238$1,631,286$6,604iApproximate average salary by contribution assumption: employee only about $165,110 at 4% or $110,073 at 6%; with 50% employer match about $110,073 at 4% or $73,382 at 6%; with 100% employer match about $82,555 at 4% or $55,037 at 6%.
O.R. Colan Associates 401(K) Plan-247$12,530,238$1,631,286$6,604iApproximate average salary by contribution assumption: employee only about $165,110 at 4% or $110,073 at 6%; with 50% employer match about $110,073 at 4% or $73,382 at 6%; with 100% employer match about $82,555 at 4% or $55,037 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-169---
20172196$12,024,173$1,348,121$6,878iApproximate average salary by contribution assumption: employee only about $171,954 at 4% or $114,636 at 6%; with 50% employer match about $114,636 at 4% or $76,424 at 6%; with 100% employer match about $85,977 at 4% or $57,318 at 6%.
O.R. Colan Associates 401(K) Plan-182$12,024,173$1,348,121$7,407iApproximate average salary by contribution assumption: employee only about $185,181 at 4% or $123,454 at 6%; with 50% employer match about $123,454 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-196---
20162147$10,699,188$995,805$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,677 at 4% or $56,452 at 6%.
O.R. Colan Associates 401(K) Plan-147$10,699,188$995,805$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,677 at 4% or $56,452 at 6%.
O. R. Colan Associates LLC Employee Benefits Plan-100---
20152151$9,953,443$1,108,667$7,342iApproximate average salary by contribution assumption: employee only about $183,554 at 4% or $122,369 at 6%; with 50% employer match about $122,369 at 4% or $81,580 at 6%; with 100% employer match about $91,777 at 4% or $61,185 at 6%.
O.R. Colan Associates 401(K) Plan-151$9,953,443$1,108,667$7,342iApproximate average salary by contribution assumption: employee only about $183,554 at 4% or $122,369 at 6%; with 50% employer match about $122,369 at 4% or $81,580 at 6%; with 100% employer match about $91,777 at 4% or $61,185 at 6%.
O.R. COLAN EXECUTIVE DEFERRED COMPENSATION PLAN-7---
20141125$10,319,732$893,446$7,148iApproximate average salary by contribution assumption: employee only about $178,689 at 4% or $119,126 at 6%; with 50% employer match about $119,126 at 4% or $79,417 at 6%; with 100% employer match about $89,345 at 4% or $59,563 at 6%.
O.R. Colan Associates 401(K) Plan-125$10,319,732$893,446$7,148iApproximate average salary by contribution assumption: employee only about $178,689 at 4% or $119,126 at 6%; with 50% employer match about $119,126 at 4% or $79,417 at 6%; with 100% employer match about $89,345 at 4% or $59,563 at 6%.
20131137$9,305,760$809,303$5,907iApproximate average salary by contribution assumption: employee only about $147,683 at 4% or $98,455 at 6%; with 50% employer match about $98,455 at 4% or $65,637 at 6%; with 100% employer match about $73,842 at 4% or $49,228 at 6%.
O.R. Colan Associates 401(K) Plan-137$9,305,760$809,303$5,907iApproximate average salary by contribution assumption: employee only about $147,683 at 4% or $98,455 at 6%; with 50% employer match about $98,455 at 4% or $65,637 at 6%; with 100% employer match about $73,842 at 4% or $49,228 at 6%.
2012192$7,749,952$641,130$6,969iApproximate average salary by contribution assumption: employee only about $174,220 at 4% or $116,147 at 6%; with 50% employer match about $116,147 at 4% or $77,431 at 6%; with 100% employer match about $87,110 at 4% or $58,073 at 6%.
O.R. Colan Associates 401(K) Plan-92$7,749,952$641,130$6,969iApproximate average salary by contribution assumption: employee only about $174,220 at 4% or $116,147 at 6%; with 50% employer match about $116,147 at 4% or $77,431 at 6%; with 100% employer match about $87,110 at 4% or $58,073 at 6%.
2011191$6,919,462$596,423$6,554iApproximate average salary by contribution assumption: employee only about $163,852 at 4% or $109,235 at 6%; with 50% employer match about $109,235 at 4% or $72,823 at 6%; with 100% employer match about $81,926 at 4% or $54,617 at 6%.
O.R. Colan Associates 401(K) Plan-91$6,919,462$596,423$6,554iApproximate average salary by contribution assumption: employee only about $163,852 at 4% or $109,235 at 6%; with 50% employer match about $109,235 at 4% or $72,823 at 6%; with 100% employer match about $81,926 at 4% or $54,617 at 6%.
20101105$7,523,427$758,655$7,225iApproximate average salary by contribution assumption: employee only about $180,632 at 4% or $120,421 at 6%; with 50% employer match about $120,421 at 4% or $80,281 at 6%; with 100% employer match about $90,316 at 4% or $60,211 at 6%.
O.R. Colan Associates 401(K) Plan-105$7,523,427$758,655$7,225iApproximate average salary by contribution assumption: employee only about $180,632 at 4% or $120,421 at 6%; with 50% employer match about $120,421 at 4% or $80,281 at 6%; with 100% employer match about $90,316 at 4% or $60,211 at 6%.
20091106$6,941,799$702,819$6,630iApproximate average salary by contribution assumption: employee only about $165,759 at 4% or $110,506 at 6%; with 50% employer match about $110,506 at 4% or $73,671 at 6%; with 100% employer match about $82,880 at 4% or $55,253 at 6%.
O.R. Colan Associates 401(K) Plan-106$6,941,799$702,819$6,630iApproximate average salary by contribution assumption: employee only about $165,759 at 4% or $110,506 at 6%; with 50% employer match about $110,506 at 4% or $73,671 at 6%; with 100% employer match about $82,880 at 4% or $55,253 at 6%.
20081125$5,279,432$1,287,350$10,299iApproximate average salary by contribution assumption: employee only about $257,470 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,823 at 6%.
O.R. Colan Associates 401(K) Plan-125$5,279,432$1,287,350$10,299iApproximate average salary by contribution assumption: employee only about $257,470 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,823 at 6%.
20071132$6,691,677$1,227,308$9,298iApproximate average salary by contribution assumption: employee only about $232,445 at 4% or $154,963 at 6%; with 50% employer match about $154,963 at 4% or $103,309 at 6%; with 100% employer match about $116,222 at 4% or $77,482 at 6%.
O.R. Colan Associates 401(K) Plan-132$6,691,677$1,227,308$9,298iApproximate average salary by contribution assumption: employee only about $232,445 at 4% or $154,963 at 6%; with 50% employer match about $154,963 at 4% or $103,309 at 6%; with 100% employer match about $116,222 at 4% or $77,482 at 6%.
20061115$5,486,148$26,562$231iApproximate average salary by contribution assumption: employee only about $5,774 at 4% or $3,850 at 6%; with 50% employer match about $3,850 at 4% or $2,566 at 6%; with 100% employer match about $2,887 at 4% or $1,925 at 6%.
O.R. Colan Associates 401(K) Plan-115$5,486,148$26,562$231iApproximate average salary by contribution assumption: employee only about $5,774 at 4% or $3,850 at 6%; with 50% employer match about $3,850 at 4% or $2,566 at 6%; with 100% employer match about $2,887 at 4% or $1,925 at 6%.