Civic Intelligence

Oteri Funeral Home Inc.

Plan context: Oteri Funeral Home Inc. 401(K) Profit Sharing Plan

EIN 04-2593066 • Franklin, MA • 18 filings • 2 plans

33 Cottage StreetFranklin, MA 02038
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$483,509

2024 Contributions

$31,200

Historical Graphs

Total Assets Over Time

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

$483,509$241,755$0200820162024YearValue
$483,509Latest year 2024

Participants Over Time

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

420200720162024YearValue
2Latest 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
202412$483,509$31,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$483,509$31,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
202312$409,504$31,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$409,504$31,200$15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%.
202212$334,776$22,100$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$334,776$22,100$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
202112$373,479$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$373,479$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
202012$324,839$11,650$5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$324,839$11,650$5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%.
201912$274,892$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$274,892$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
201812$224,816$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$224,816$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
201712$227,321$16,608$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$227,321$16,608$8,304iApproximate average salary by contribution assumption: employee only about $207,600 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,267 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
201612$184,296$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$184,296$10,400$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
201512$163,950$10,600$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-2$163,950$10,600$5,300iApproximate average salary by contribution assumption: employee only about $132,500 at 4% or $88,333 at 6%; with 50% employer match about $88,333 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%.
201414$417,263$10,400$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-4$417,263$10,400$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
201314$383,120$10,600$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-4$383,120$10,600$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
201213$353,208$26,500$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3$353,208$26,500$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
201113$311,419$51,959$17,320iApproximate average salary by contribution assumption: employee only about $432,992 at 4% or $288,661 at 6%; with 50% employer match about $288,661 at 4% or $192,441 at 6%; with 100% employer match about $216,496 at 4% or $144,331 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3$311,419$51,959$17,320iApproximate average salary by contribution assumption: employee only about $432,992 at 4% or $288,661 at 6%; with 50% employer match about $288,661 at 4% or $192,441 at 6%; with 100% employer match about $216,496 at 4% or $144,331 at 6%.
201013$256,983$39,375$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3$256,983$39,375$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200913$207,709$92,125$30,708iApproximate average salary by contribution assumption: employee only about $767,708 at 4% or $511,806 at 6%; with 50% employer match about $511,806 at 4% or $341,204 at 6%; with 100% employer match about $383,854 at 4% or $255,903 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3$207,709$92,125$30,708iApproximate average salary by contribution assumption: employee only about $767,708 at 4% or $511,806 at 6%; with 50% employer match about $511,806 at 4% or $341,204 at 6%; with 100% employer match about $383,854 at 4% or $255,903 at 6%.
200813$108,203$44,350$14,783iApproximate average salary by contribution assumption: employee only about $369,583 at 4% or $246,389 at 6%; with 50% employer match about $246,389 at 4% or $164,259 at 6%; with 100% employer match about $184,792 at 4% or $123,194 at 6%.
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3$108,203$44,350$14,783iApproximate average salary by contribution assumption: employee only about $369,583 at 4% or $246,389 at 6%; with 50% employer match about $246,389 at 4% or $164,259 at 6%; with 100% employer match about $184,792 at 4% or $123,194 at 6%.
200713$0$0-
Oteri Funeral Home Inc. 401(K) Profit Sharing Plan-3---