Civic Intelligence

Ogorek Wealth Management LLC

Plan context: Ogorek Wealth Management LLC 401(K) Plan

EIN 04-3592984 • Williamsville, NY • 23 filings • 6 plans

6400 Sheridan DriveSuite 224Williamsville, NY 14221-4842
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,146,311

2024 Contributions

$145,351

Historical Graphs

Total Assets Over Time

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

$4,376,624$2,188,312$0200320142024YearValue
$1,146,311Latest year 2024

Participants Over Time

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

1260200320142024YearValue
9Latest 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
202419$1,146,311$145,351$16,150iApproximate average salary by contribution assumption: employee only about $403,753 at 4% or $269,169 at 6%; with 50% employer match about $269,169 at 4% or $179,446 at 6%; with 100% employer match about $201,876 at 4% or $134,584 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-9$1,146,311$145,351$16,150iApproximate average salary by contribution assumption: employee only about $403,753 at 4% or $269,169 at 6%; with 50% employer match about $269,169 at 4% or $179,446 at 6%; with 100% employer match about $201,876 at 4% or $134,584 at 6%.
202319$847,608$126,345$14,038iApproximate average salary by contribution assumption: employee only about $350,958 at 4% or $233,972 at 6%; with 50% employer match about $233,972 at 4% or $155,981 at 6%; with 100% employer match about $175,479 at 4% or $116,986 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-9$847,608$126,345$14,038iApproximate average salary by contribution assumption: employee only about $350,958 at 4% or $233,972 at 6%; with 50% employer match about $233,972 at 4% or $155,981 at 6%; with 100% employer match about $175,479 at 4% or $116,986 at 6%.
2022111$1,153,289$133,370$12,125iApproximate average salary by contribution assumption: employee only about $303,114 at 4% or $202,076 at 6%; with 50% employer match about $202,076 at 4% or $134,717 at 6%; with 100% employer match about $151,557 at 4% or $101,038 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-11$1,153,289$133,370$12,125iApproximate average salary by contribution assumption: employee only about $303,114 at 4% or $202,076 at 6%; with 50% employer match about $202,076 at 4% or $134,717 at 6%; with 100% employer match about $151,557 at 4% or $101,038 at 6%.
2021110$1,254,832$203,549$20,355iApproximate average salary by contribution assumption: employee only about $508,873 at 4% or $339,248 at 6%; with 50% employer match about $339,248 at 4% or $226,166 at 6%; with 100% employer match about $254,436 at 4% or $169,624 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-10$1,254,832$203,549$20,355iApproximate average salary by contribution assumption: employee only about $508,873 at 4% or $339,248 at 6%; with 50% employer match about $339,248 at 4% or $226,166 at 6%; with 100% employer match about $254,436 at 4% or $169,624 at 6%.
2020112$4,376,624$235,262$19,605iApproximate average salary by contribution assumption: employee only about $490,129 at 4% or $326,753 at 6%; with 50% employer match about $326,753 at 4% or $217,835 at 6%; with 100% employer match about $245,065 at 4% or $163,376 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-12$4,376,624$235,262$19,605iApproximate average salary by contribution assumption: employee only about $490,129 at 4% or $326,753 at 6%; with 50% employer match about $326,753 at 4% or $217,835 at 6%; with 100% employer match about $245,065 at 4% or $163,376 at 6%.
2019110$3,677,107$117,218$11,722iApproximate average salary by contribution assumption: employee only about $293,045 at 4% or $195,363 at 6%; with 50% employer match about $195,363 at 4% or $130,242 at 6%; with 100% employer match about $146,523 at 4% or $97,682 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-10$3,677,107$117,218$11,722iApproximate average salary by contribution assumption: employee only about $293,045 at 4% or $195,363 at 6%; with 50% employer match about $195,363 at 4% or $130,242 at 6%; with 100% employer match about $146,523 at 4% or $97,682 at 6%.
201818$2,917,528$104,759$13,095iApproximate average salary by contribution assumption: employee only about $327,372 at 4% or $218,248 at 6%; with 50% employer match about $218,248 at 4% or $145,499 at 6%; with 100% employer match about $163,686 at 4% or $109,124 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-8$2,917,528$104,759$13,095iApproximate average salary by contribution assumption: employee only about $327,372 at 4% or $218,248 at 6%; with 50% employer match about $218,248 at 4% or $145,499 at 6%; with 100% employer match about $163,686 at 4% or $109,124 at 6%.
201717$3,033,861$79,515$11,359iApproximate average salary by contribution assumption: employee only about $283,982 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,661 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-7$3,033,861$79,515$11,359iApproximate average salary by contribution assumption: employee only about $283,982 at 4% or $189,321 at 6%; with 50% employer match about $189,321 at 4% or $126,214 at 6%; with 100% employer match about $141,991 at 4% or $94,661 at 6%.
201616$2,581,064$94,821$15,804iApproximate average salary by contribution assumption: employee only about $395,088 at 4% or $263,392 at 6%; with 50% employer match about $263,392 at 4% or $175,594 at 6%; with 100% employer match about $197,544 at 4% or $131,696 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-6$2,581,064$94,821$15,804iApproximate average salary by contribution assumption: employee only about $395,088 at 4% or $263,392 at 6%; with 50% employer match about $263,392 at 4% or $175,594 at 6%; with 100% employer match about $197,544 at 4% or $131,696 at 6%.
201516$2,339,390$90,193$15,032iApproximate average salary by contribution assumption: employee only about $375,804 at 4% or $250,536 at 6%; with 50% employer match about $250,536 at 4% or $167,024 at 6%; with 100% employer match about $187,902 at 4% or $125,268 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-6$2,339,390$90,193$15,032iApproximate average salary by contribution assumption: employee only about $375,804 at 4% or $250,536 at 6%; with 50% employer match about $250,536 at 4% or $167,024 at 6%; with 100% employer match about $187,902 at 4% or $125,268 at 6%.
201415$2,269,649$96,776$19,355iApproximate average salary by contribution assumption: employee only about $483,880 at 4% or $322,587 at 6%; with 50% employer match about $322,587 at 4% or $215,058 at 6%; with 100% employer match about $241,940 at 4% or $161,293 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-5$2,269,649$96,776$19,355iApproximate average salary by contribution assumption: employee only about $483,880 at 4% or $322,587 at 6%; with 50% employer match about $322,587 at 4% or $215,058 at 6%; with 100% employer match about $241,940 at 4% or $161,293 at 6%.
201315$2,162,438$90,816$18,163iApproximate average salary by contribution assumption: employee only about $454,080 at 4% or $302,720 at 6%; with 50% employer match about $302,720 at 4% or $201,813 at 6%; with 100% employer match about $227,040 at 4% or $151,360 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-5$2,162,438$90,816$18,163iApproximate average salary by contribution assumption: employee only about $454,080 at 4% or $302,720 at 6%; with 50% employer match about $302,720 at 4% or $201,813 at 6%; with 100% employer match about $227,040 at 4% or $151,360 at 6%.
201216$1,676,768$98,415$16,403iApproximate average salary by contribution assumption: employee only about $410,063 at 4% or $273,375 at 6%; with 50% employer match about $273,375 at 4% or $182,250 at 6%; with 100% employer match about $205,031 at 4% or $136,688 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-6$1,676,768$98,415$16,403iApproximate average salary by contribution assumption: employee only about $410,063 at 4% or $273,375 at 6%; with 50% employer match about $273,375 at 4% or $182,250 at 6%; with 100% employer match about $205,031 at 4% or $136,688 at 6%.
201116$1,381,294$81,509$13,585iApproximate average salary by contribution assumption: employee only about $339,621 at 4% or $226,414 at 6%; with 50% employer match about $226,414 at 4% or $150,943 at 6%; with 100% employer match about $169,810 at 4% or $113,207 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-6$1,381,294$81,509$13,585iApproximate average salary by contribution assumption: employee only about $339,621 at 4% or $226,414 at 6%; with 50% employer match about $226,414 at 4% or $150,943 at 6%; with 100% employer match about $169,810 at 4% or $113,207 at 6%.
201015$1,346,822$42,287$8,457iApproximate average salary by contribution assumption: employee only about $211,435 at 4% or $140,957 at 6%; with 50% employer match about $140,957 at 4% or $93,971 at 6%; with 100% employer match about $105,718 at 4% or $70,478 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-5$1,346,822$42,287$8,457iApproximate average salary by contribution assumption: employee only about $211,435 at 4% or $140,957 at 6%; with 50% employer match about $140,957 at 4% or $93,971 at 6%; with 100% employer match about $105,718 at 4% or $70,478 at 6%.
200916$1,130,409$75,028$12,505iApproximate average salary by contribution assumption: employee only about $312,617 at 4% or $208,411 at 6%; with 50% employer match about $208,411 at 4% or $138,941 at 6%; with 100% employer match about $156,308 at 4% or $104,206 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-6$1,130,409$75,028$12,505iApproximate average salary by contribution assumption: employee only about $312,617 at 4% or $208,411 at 6%; with 50% employer match about $208,411 at 4% or $138,941 at 6%; with 100% employer match about $156,308 at 4% or $104,206 at 6%.
200817$881,779$72,536$10,362iApproximate average salary by contribution assumption: employee only about $259,057 at 4% or $172,705 at 6%; with 50% employer match about $172,705 at 4% or $115,137 at 6%; with 100% employer match about $129,529 at 4% or $86,352 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-7$881,779$72,536$10,362iApproximate average salary by contribution assumption: employee only about $259,057 at 4% or $172,705 at 6%; with 50% employer match about $172,705 at 4% or $115,137 at 6%; with 100% employer match about $129,529 at 4% or $86,352 at 6%.
200715$1,200,055$62,818$12,564iApproximate average salary by contribution assumption: employee only about $314,090 at 4% or $209,393 at 6%; with 50% employer match about $209,393 at 4% or $139,596 at 6%; with 100% employer match about $157,045 at 4% or $104,697 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-5$1,200,055$62,818$12,564iApproximate average salary by contribution assumption: employee only about $314,090 at 4% or $209,393 at 6%; with 50% employer match about $209,393 at 4% or $139,596 at 6%; with 100% employer match about $157,045 at 4% or $104,697 at 6%.
200613$1,075,512$55,479$18,493iApproximate average salary by contribution assumption: employee only about $462,325 at 4% or $308,217 at 6%; with 50% employer match about $308,217 at 4% or $205,478 at 6%; with 100% employer match about $231,163 at 4% or $154,108 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-3$1,075,512$55,479$18,493iApproximate average salary by contribution assumption: employee only about $462,325 at 4% or $308,217 at 6%; with 50% employer match about $308,217 at 4% or $205,478 at 6%; with 100% employer match about $231,163 at 4% or $154,108 at 6%.
200513$913,201$44,313$14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-3$913,201$44,313$14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%.
200413$764,078$46,802$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-3$764,078$46,802$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
200314$622,568$46,560$11,640iApproximate average salary by contribution assumption: employee only about $291,000 at 4% or $194,000 at 6%; with 50% employer match about $194,000 at 4% or $129,333 at 6%; with 100% employer match about $145,500 at 4% or $97,000 at 6%.
Ogorek Wealth Management LLC 401(K) Plan-4$622,568$46,560$11,640iApproximate average salary by contribution assumption: employee only about $291,000 at 4% or $194,000 at 6%; with 50% employer match about $194,000 at 4% or $129,333 at 6%; with 100% employer match about $145,500 at 4% or $97,000 at 6%.
200210$0$0-
VANGUARD PROTOTYPE DEFINED CONTRIBUTION MONEY PURCHASE PENSION-0---