Omega Financial Corp.
Plan context: OMEGA FINANCIAL CORP CASH BALANCE PLAN
EIN 05-0440313 • Cranston, RI • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,094,594
2024 Contributions
$27,010
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 | 2 | 3 | $2,094,594 | $27,010 | $9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,056 at 6%; with 50% employer match about $150,056 at 4% or $100,037 at 6%; with 100% employer match about $112,542 at 4% or $75,028 at 6%. |
| OMEGA FINANCIAL CORP CASH BALANCE PLAN | - | 3 | $1,305,538 | $18,700 | $6,233iApproximate average salary by contribution assumption: employee only about $155,833 at 4% or $103,889 at 6%; with 50% employer match about $103,889 at 4% or $69,259 at 6%; with 100% employer match about $77,917 at 4% or $51,944 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 2 | $789,056 | $8,310 | $4,155iApproximate average salary by contribution assumption: employee only about $103,875 at 4% or $69,250 at 6%; with 50% employer match about $69,250 at 4% or $46,167 at 6%; with 100% employer match about $51,938 at 4% or $34,625 at 6%. |
| 2023 | 2 | 3 | $1,921,539 | $14,285 | $4,762iApproximate average salary by contribution assumption: employee only about $119,042 at 4% or $79,361 at 6%; with 50% employer match about $79,361 at 4% or $52,907 at 6%; with 100% employer match about $59,521 at 4% or $39,681 at 6%. |
| OMEGA FINANCIAL CORP CASH BALANCE PLAN | - | 3 | $1,199,758 | $6,200 | $2,067iApproximate average salary by contribution assumption: employee only about $51,667 at 4% or $34,444 at 6%; with 50% employer match about $34,444 at 4% or $22,963 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 2 | $721,781 | $8,085 | $4,043iApproximate average salary by contribution assumption: employee only about $101,063 at 4% or $67,375 at 6%; with 50% employer match about $67,375 at 4% or $44,917 at 6%; with 100% employer match about $50,531 at 4% or $33,688 at 6%. |
| 2022 | 2 | 3 | $1,712,103 | $17,995 | $5,998iApproximate average salary by contribution assumption: employee only about $149,958 at 4% or $99,972 at 6%; with 50% employer match about $99,972 at 4% or $66,648 at 6%; with 100% employer match about $74,979 at 4% or $49,986 at 6%. |
| OMEGA FINANCIAL CORP CASH BALANCE PLAN | - | 3 | $1,072,349 | $12,500 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 2 | $639,754 | $5,495 | $2,748iApproximate average salary by contribution assumption: employee only about $68,688 at 4% or $45,792 at 6%; with 50% employer match about $45,792 at 4% or $30,528 at 6%; with 100% employer match about $34,344 at 4% or $22,896 at 6%. |
| 2021 | 2 | 3 | $1,978,020 | $10,505 | $3,502iApproximate average salary by contribution assumption: employee only about $87,542 at 4% or $58,361 at 6%; with 50% employer match about $58,361 at 4% or $38,907 at 6%; with 100% employer match about $43,771 at 4% or $29,181 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $1,196,640 | - | - |
| Omega Financial Corp. 401(K) Plan | - | 3 | $781,380 | $10,505 | $3,502iApproximate average salary by contribution assumption: employee only about $87,542 at 4% or $58,361 at 6%; with 50% employer match about $58,361 at 4% or $38,907 at 6%; with 100% employer match about $43,771 at 4% or $29,181 at 6%. |
| 2020 | 2 | 3 | $1,743,722 | $24,815 | $8,272iApproximate average salary by contribution assumption: employee only about $206,792 at 4% or $137,861 at 6%; with 50% employer match about $137,861 at 4% or $91,907 at 6%; with 100% employer match about $103,396 at 4% or $68,931 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $1,059,432 | $3,157 | $1,052iApproximate average salary by contribution assumption: employee only about $26,308 at 4% or $17,539 at 6%; with 50% employer match about $17,539 at 4% or $11,693 at 6%; with 100% employer match about $13,154 at 4% or $8,769 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $684,290 | $21,658 | $7,219iApproximate average salary by contribution assumption: employee only about $180,483 at 4% or $120,322 at 6%; with 50% employer match about $120,322 at 4% or $80,215 at 6%; with 100% employer match about $90,242 at 4% or $60,161 at 6%. |
| 2019 | 2 | 3 | $1,742,107 | $89,903 | $29,968iApproximate average salary by contribution assumption: employee only about $749,192 at 4% or $499,461 at 6%; with 50% employer match about $499,461 at 4% or $332,974 at 6%; with 100% employer match about $374,596 at 4% or $249,731 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $996,015 | $57,027 | $19,009iApproximate average salary by contribution assumption: employee only about $475,225 at 4% or $316,817 at 6%; with 50% employer match about $316,817 at 4% or $211,211 at 6%; with 100% employer match about $237,613 at 4% or $158,408 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $746,092 | $32,876 | $10,959iApproximate average salary by contribution assumption: employee only about $273,967 at 4% or $182,644 at 6%; with 50% employer match about $182,644 at 4% or $121,763 at 6%; with 100% employer match about $136,983 at 4% or $91,322 at 6%. |
| 2018 | 2 | 3 | $1,470,169 | $212,493 | $70,831iApproximate average salary by contribution assumption: employee only about $1,770,775 at 4% or $1,180,517 at 6%; with 50% employer match about $1,180,517 at 4% or $787,011 at 6%; with 100% employer match about $885,388 at 4% or $590,258 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $842,887 | $154,262 | $51,421iApproximate average salary by contribution assumption: employee only about $1,285,517 at 4% or $857,011 at 6%; with 50% employer match about $857,011 at 4% or $571,341 at 6%; with 100% employer match about $642,758 at 4% or $428,506 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $627,282 | $58,231 | $19,410iApproximate average salary by contribution assumption: employee only about $485,258 at 4% or $323,506 at 6%; with 50% employer match about $323,506 at 4% or $215,670 at 6%; with 100% employer match about $242,629 at 4% or $161,753 at 6%. |
| 2017 | 2 | 3 | $1,392,663 | $230,280 | $76,760iApproximate average salary by contribution assumption: employee only about $1,919,000 at 4% or $1,279,333 at 6%; with 50% employer match about $1,279,333 at 4% or $852,889 at 6%; with 100% employer match about $959,500 at 4% or $639,667 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $755,442 | $140,010 | $46,670iApproximate average salary by contribution assumption: employee only about $1,166,750 at 4% or $777,833 at 6%; with 50% employer match about $777,833 at 4% or $518,556 at 6%; with 100% employer match about $583,375 at 4% or $388,917 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $637,221 | $90,270 | $30,090iApproximate average salary by contribution assumption: employee only about $752,250 at 4% or $501,500 at 6%; with 50% employer match about $501,500 at 4% or $334,333 at 6%; with 100% employer match about $376,125 at 4% or $250,750 at 6%. |
| 2016 | 2 | 3 | $1,037,186 | $221,508 | $73,836iApproximate average salary by contribution assumption: employee only about $1,845,900 at 4% or $1,230,600 at 6%; with 50% employer match about $1,230,600 at 4% or $820,400 at 6%; with 100% employer match about $922,950 at 4% or $615,300 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $550,814 | $136,586 | $45,529iApproximate average salary by contribution assumption: employee only about $1,138,217 at 4% or $758,811 at 6%; with 50% employer match about $758,811 at 4% or $505,874 at 6%; with 100% employer match about $569,108 at 4% or $379,406 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $486,372 | $84,922 | $28,307iApproximate average salary by contribution assumption: employee only about $707,683 at 4% or $471,789 at 6%; with 50% employer match about $471,789 at 4% or $314,526 at 6%; with 100% employer match about $353,842 at 4% or $235,894 at 6%. |
| 2015 | 2 | 3 | $774,921 | $223,842 | $74,614iApproximate average salary by contribution assumption: employee only about $1,865,350 at 4% or $1,243,567 at 6%; with 50% employer match about $1,243,567 at 4% or $829,044 at 6%; with 100% employer match about $932,675 at 4% or $621,783 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $395,476 | $136,494 | $45,498iApproximate average salary by contribution assumption: employee only about $1,137,450 at 4% or $758,300 at 6%; with 50% employer match about $758,300 at 4% or $505,533 at 6%; with 100% employer match about $568,725 at 4% or $379,150 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $379,445 | $87,348 | $29,116iApproximate average salary by contribution assumption: employee only about $727,900 at 4% or $485,267 at 6%; with 50% employer match about $485,267 at 4% or $323,511 at 6%; with 100% employer match about $363,950 at 4% or $242,633 at 6%. |
| 2014 | 2 | 3 | $563,916 | $217,767 | $72,589iApproximate average salary by contribution assumption: employee only about $1,814,725 at 4% or $1,209,817 at 6%; with 50% employer match about $1,209,817 at 4% or $806,544 at 6%; with 100% employer match about $907,363 at 4% or $604,908 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $301,664 | $83,652 | $27,884iApproximate average salary by contribution assumption: employee only about $697,100 at 4% or $464,733 at 6%; with 50% employer match about $464,733 at 4% or $309,822 at 6%; with 100% employer match about $348,550 at 4% or $232,367 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $262,252 | $134,115 | $44,705iApproximate average salary by contribution assumption: employee only about $1,117,625 at 4% or $745,083 at 6%; with 50% employer match about $745,083 at 4% or $496,722 at 6%; with 100% employer match about $558,813 at 4% or $372,542 at 6%. |
| 2013 | 2 | 3 | $346,871 | $204,316 | $68,105iApproximate average salary by contribution assumption: employee only about $1,702,633 at 4% or $1,135,089 at 6%; with 50% employer match about $1,135,089 at 4% or $756,726 at 6%; with 100% employer match about $851,317 at 4% or $567,544 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $217,396 | $74,841 | $24,947iApproximate average salary by contribution assumption: employee only about $623,675 at 4% or $415,783 at 6%; with 50% employer match about $415,783 at 4% or $277,189 at 6%; with 100% employer match about $311,838 at 4% or $207,892 at 6%. |
| OMEGA FINANCIAL CORP. CASH BALANCE PLAN | - | 3 | $129,475 | $129,475 | $43,158iApproximate average salary by contribution assumption: employee only about $1,078,958 at 4% or $719,306 at 6%; with 50% employer match about $719,306 at 4% or $479,537 at 6%; with 100% employer match about $539,479 at 4% or $359,653 at 6%. |
| 2012 | 1 | 3 | $122,123 | $11,321 | $3,774iApproximate average salary by contribution assumption: employee only about $94,342 at 4% or $62,894 at 6%; with 50% employer match about $62,894 at 4% or $41,930 at 6%; with 100% employer match about $47,171 at 4% or $31,447 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $122,123 | $11,321 | $3,774iApproximate average salary by contribution assumption: employee only about $94,342 at 4% or $62,894 at 6%; with 50% employer match about $62,894 at 4% or $41,930 at 6%; with 100% employer match about $47,171 at 4% or $31,447 at 6%. |
| 2011 | 1 | 3 | $100,524 | $11,181 | $3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $100,524 | $11,181 | $3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%. |
| 2010 | 1 | 3 | $92,597 | $10,510 | $3,503iApproximate average salary by contribution assumption: employee only about $87,583 at 4% or $58,389 at 6%; with 50% employer match about $58,389 at 4% or $38,926 at 6%; with 100% employer match about $43,792 at 4% or $29,194 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $92,597 | $10,510 | $3,503iApproximate average salary by contribution assumption: employee only about $87,583 at 4% or $58,389 at 6%; with 50% employer match about $58,389 at 4% or $38,926 at 6%; with 100% employer match about $43,792 at 4% or $29,194 at 6%. |
| 2009 | 1 | 2 | $105,637 | $18,277 | $9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 2 | $105,637 | $18,277 | $9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Omega Financial Corp. 401(K) Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $87,362 | $24,106 | $8,035iApproximate average salary by contribution assumption: employee only about $200,883 at 4% or $133,922 at 6%; with 50% employer match about $133,922 at 4% or $89,281 at 6%; with 100% employer match about $100,442 at 4% or $66,961 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $87,362 | $24,106 | $8,035iApproximate average salary by contribution assumption: employee only about $200,883 at 4% or $133,922 at 6%; with 50% employer match about $133,922 at 4% or $89,281 at 6%; with 100% employer match about $100,442 at 4% or $66,961 at 6%. |
| 2006 | 1 | 3 | $57,583 | $5,940 | $1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $57,583 | $5,940 | $1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%. |
| 2005 | 1 | 3 | $45,909 | $23,773 | $7,924iApproximate average salary by contribution assumption: employee only about $198,108 at 4% or $132,072 at 6%; with 50% employer match about $132,072 at 4% or $88,048 at 6%; with 100% employer match about $99,054 at 4% or $66,036 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $45,909 | $23,773 | $7,924iApproximate average salary by contribution assumption: employee only about $198,108 at 4% or $132,072 at 6%; with 50% employer match about $132,072 at 4% or $88,048 at 6%; with 100% employer match about $99,054 at 4% or $66,036 at 6%. |
| 2004 | 1 | 3 | $19,773 | $14,510 | $4,837iApproximate average salary by contribution assumption: employee only about $120,917 at 4% or $80,611 at 6%; with 50% employer match about $80,611 at 4% or $53,741 at 6%; with 100% employer match about $60,458 at 4% or $40,306 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $19,773 | $14,510 | $4,837iApproximate average salary by contribution assumption: employee only about $120,917 at 4% or $80,611 at 6%; with 50% employer match about $80,611 at 4% or $53,741 at 6%; with 100% employer match about $60,458 at 4% or $40,306 at 6%. |
| 2003 | 1 | 3 | $3,716 | $3,160 | $1,053iApproximate average salary by contribution assumption: employee only about $26,333 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%. |
| Omega Financial Corp. 401(K) Plan | - | 3 | $3,716 | $3,160 | $1,053iApproximate average salary by contribution assumption: employee only about $26,333 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%. |