Civic Intelligence

Owens, Renz & Lee Co. Inc.

Plan context: Owens, Renz & Lee 401(K) Profit Sharing Plan

EIN 06-1300465 • Branford, CT • 25 filings • 6 plans

2 Summit PlaceBranford, CT 06405
Current Snapshot

Latest Year

2024

2024 Participants

95

2024 Assets

$2,471,054

2024 Contributions

$430,884

Historical Graphs

Total Assets Over Time

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

$2,557,433$1,278,717$0200120132024YearValue
$2,471,054Latest year 2024

Participants Over Time

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

8804400200020122024YearValue
95Latest 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
2024195$2,471,054$430,884$4,536iApproximate average salary by contribution assumption: employee only about $113,391 at 4% or $75,594 at 6%; with 50% employer match about $75,594 at 4% or $50,396 at 6%; with 100% employer match about $56,695 at 4% or $37,797 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-95$2,471,054$430,884$4,536iApproximate average salary by contribution assumption: employee only about $113,391 at 4% or $75,594 at 6%; with 50% employer match about $75,594 at 4% or $50,396 at 6%; with 100% employer match about $56,695 at 4% or $37,797 at 6%.
20231540$2,557,433$391,335$725iApproximate average salary by contribution assumption: employee only about $18,117 at 4% or $12,078 at 6%; with 50% employer match about $12,078 at 4% or $8,052 at 6%; with 100% employer match about $9,059 at 4% or $6,039 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-540$2,557,433$391,335$725iApproximate average salary by contribution assumption: employee only about $18,117 at 4% or $12,078 at 6%; with 50% employer match about $12,078 at 4% or $8,052 at 6%; with 100% employer match about $9,059 at 4% or $6,039 at 6%.
20221577$2,303,368$578,780$1,003iApproximate average salary by contribution assumption: employee only about $25,077 at 4% or $16,718 at 6%; with 50% employer match about $16,718 at 4% or $11,145 at 6%; with 100% employer match about $12,539 at 4% or $8,359 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-577$2,303,368$578,780$1,003iApproximate average salary by contribution assumption: employee only about $25,077 at 4% or $16,718 at 6%; with 50% employer match about $16,718 at 4% or $11,145 at 6%; with 100% employer match about $12,539 at 4% or $8,359 at 6%.
20211716$2,318,856$316,982$443iApproximate average salary by contribution assumption: employee only about $11,068 at 4% or $7,379 at 6%; with 50% employer match about $7,379 at 4% or $4,919 at 6%; with 100% employer match about $5,534 at 4% or $3,689 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-716$2,318,856$316,982$443iApproximate average salary by contribution assumption: employee only about $11,068 at 4% or $7,379 at 6%; with 50% employer match about $7,379 at 4% or $4,919 at 6%; with 100% employer match about $5,534 at 4% or $3,689 at 6%.
20201737$2,057,774$284,773$386iApproximate average salary by contribution assumption: employee only about $9,660 at 4% or $6,440 at 6%; with 50% employer match about $6,440 at 4% or $4,293 at 6%; with 100% employer match about $4,830 at 4% or $3,220 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-737$2,057,774$284,773$386iApproximate average salary by contribution assumption: employee only about $9,660 at 4% or $6,440 at 6%; with 50% employer match about $6,440 at 4% or $4,293 at 6%; with 100% employer match about $4,830 at 4% or $3,220 at 6%.
20191880$1,926,907$291,461$331iApproximate average salary by contribution assumption: employee only about $8,280 at 4% or $5,520 at 6%; with 50% employer match about $5,520 at 4% or $3,680 at 6%; with 100% employer match about $4,140 at 4% or $2,760 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-880$1,926,907$291,461$331iApproximate average salary by contribution assumption: employee only about $8,280 at 4% or $5,520 at 6%; with 50% employer match about $5,520 at 4% or $3,680 at 6%; with 100% employer match about $4,140 at 4% or $2,760 at 6%.
20181764$1,555,037$469,226$614iApproximate average salary by contribution assumption: employee only about $15,354 at 4% or $10,236 at 6%; with 50% employer match about $10,236 at 4% or $6,824 at 6%; with 100% employer match about $7,677 at 4% or $5,118 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-764$1,555,037$469,226$614iApproximate average salary by contribution assumption: employee only about $15,354 at 4% or $10,236 at 6%; with 50% employer match about $10,236 at 4% or $6,824 at 6%; with 100% employer match about $7,677 at 4% or $5,118 at 6%.
20171733$1,266,412$198,871$271iApproximate average salary by contribution assumption: employee only about $6,783 at 4% or $4,522 at 6%; with 50% employer match about $4,522 at 4% or $3,015 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-733$1,266,412$198,871$271iApproximate average salary by contribution assumption: employee only about $6,783 at 4% or $4,522 at 6%; with 50% employer match about $4,522 at 4% or $3,015 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
20161660$998,967$210,243$319iApproximate average salary by contribution assumption: employee only about $7,964 at 4% or $5,309 at 6%; with 50% employer match about $5,309 at 4% or $3,539 at 6%; with 100% employer match about $3,982 at 4% or $2,655 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-660$998,967$210,243$319iApproximate average salary by contribution assumption: employee only about $7,964 at 4% or $5,309 at 6%; with 50% employer match about $5,309 at 4% or $3,539 at 6%; with 100% employer match about $3,982 at 4% or $2,655 at 6%.
20151239$1,219,413$280,323$1,173iApproximate average salary by contribution assumption: employee only about $29,322 at 4% or $19,548 at 6%; with 50% employer match about $19,548 at 4% or $13,032 at 6%; with 100% employer match about $14,661 at 4% or $9,774 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-239$1,219,413$280,323$1,173iApproximate average salary by contribution assumption: employee only about $29,322 at 4% or $19,548 at 6%; with 50% employer match about $19,548 at 4% or $13,032 at 6%; with 100% employer match about $14,661 at 4% or $9,774 at 6%.
20141229$1,090,456$189,989$830iApproximate average salary by contribution assumption: employee only about $20,741 at 4% or $13,827 at 6%; with 50% employer match about $13,827 at 4% or $9,218 at 6%; with 100% employer match about $10,371 at 4% or $6,914 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-229$1,090,456$189,989$830iApproximate average salary by contribution assumption: employee only about $20,741 at 4% or $13,827 at 6%; with 50% employer match about $13,827 at 4% or $9,218 at 6%; with 100% employer match about $10,371 at 4% or $6,914 at 6%.
20131219$946,024$172,756$789iApproximate average salary by contribution assumption: employee only about $19,721 at 4% or $13,147 at 6%; with 50% employer match about $13,147 at 4% or $8,765 at 6%; with 100% employer match about $9,861 at 4% or $6,574 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-219$946,024$172,756$789iApproximate average salary by contribution assumption: employee only about $19,721 at 4% or $13,147 at 6%; with 50% employer match about $13,147 at 4% or $8,765 at 6%; with 100% employer match about $9,861 at 4% or $6,574 at 6%.
20121254$725,345$113,746$448iApproximate average salary by contribution assumption: employee only about $11,195 at 4% or $7,464 at 6%; with 50% employer match about $7,464 at 4% or $4,976 at 6%; with 100% employer match about $5,598 at 4% or $3,732 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-254$725,345$113,746$448iApproximate average salary by contribution assumption: employee only about $11,195 at 4% or $7,464 at 6%; with 50% employer match about $7,464 at 4% or $4,976 at 6%; with 100% employer match about $5,598 at 4% or $3,732 at 6%.
20111137$658,604$235,473$1,719iApproximate average salary by contribution assumption: employee only about $42,970 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,098 at 6%; with 100% employer match about $21,485 at 4% or $14,323 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-137$658,604$235,473$1,719iApproximate average salary by contribution assumption: employee only about $42,970 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,098 at 6%; with 100% employer match about $21,485 at 4% or $14,323 at 6%.
20101165$514,313$67,695$410iApproximate average salary by contribution assumption: employee only about $10,257 at 4% or $6,838 at 6%; with 50% employer match about $6,838 at 4% or $4,559 at 6%; with 100% employer match about $5,128 at 4% or $3,419 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-165$514,313$67,695$410iApproximate average salary by contribution assumption: employee only about $10,257 at 4% or $6,838 at 6%; with 50% employer match about $6,838 at 4% or $4,559 at 6%; with 100% employer match about $5,128 at 4% or $3,419 at 6%.
20091158$431,100$51,694$327iApproximate average salary by contribution assumption: employee only about $8,179 at 4% or $5,453 at 6%; with 50% employer match about $5,453 at 4% or $3,635 at 6%; with 100% employer match about $4,090 at 4% or $2,726 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-158$431,100$51,694$327iApproximate average salary by contribution assumption: employee only about $8,179 at 4% or $5,453 at 6%; with 50% employer match about $5,453 at 4% or $3,635 at 6%; with 100% employer match about $4,090 at 4% or $2,726 at 6%.
20081184$340,924$63,977$348iApproximate average salary by contribution assumption: employee only about $8,693 at 4% or $5,795 at 6%; with 50% employer match about $5,795 at 4% or $3,863 at 6%; with 100% employer match about $4,346 at 4% or $2,898 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-184$340,924$63,977$348iApproximate average salary by contribution assumption: employee only about $8,693 at 4% or $5,795 at 6%; with 50% employer match about $5,795 at 4% or $3,863 at 6%; with 100% employer match about $4,346 at 4% or $2,898 at 6%.
20071186$485,824$138,221$743iApproximate average salary by contribution assumption: employee only about $18,578 at 4% or $12,385 at 6%; with 50% employer match about $12,385 at 4% or $8,257 at 6%; with 100% employer match about $9,289 at 4% or $6,193 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-186$485,824$138,221$743iApproximate average salary by contribution assumption: employee only about $18,578 at 4% or $12,385 at 6%; with 50% employer match about $12,385 at 4% or $8,257 at 6%; with 100% employer match about $9,289 at 4% or $6,193 at 6%.
20061161$1,139,331$221,900$1,378iApproximate average salary by contribution assumption: employee only about $34,457 at 4% or $22,971 at 6%; with 50% employer match about $22,971 at 4% or $15,314 at 6%; with 100% employer match about $17,228 at 4% or $11,486 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-161$1,139,331$221,900$1,378iApproximate average salary by contribution assumption: employee only about $34,457 at 4% or $22,971 at 6%; with 50% employer match about $22,971 at 4% or $15,314 at 6%; with 100% employer match about $17,228 at 4% or $11,486 at 6%.
20051158$900,888$190,575$1,206iApproximate average salary by contribution assumption: employee only about $30,154 at 4% or $20,103 at 6%; with 50% employer match about $20,103 at 4% or $13,402 at 6%; with 100% employer match about $15,077 at 4% or $10,051 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-158$900,888$190,575$1,206iApproximate average salary by contribution assumption: employee only about $30,154 at 4% or $20,103 at 6%; with 50% employer match about $20,103 at 4% or $13,402 at 6%; with 100% employer match about $15,077 at 4% or $10,051 at 6%.
20041118$714,536$163,389$1,385iApproximate average salary by contribution assumption: employee only about $34,616 at 4% or $23,078 at 6%; with 50% employer match about $23,078 at 4% or $15,385 at 6%; with 100% employer match about $17,308 at 4% or $11,539 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-118$714,536$163,389$1,385iApproximate average salary by contribution assumption: employee only about $34,616 at 4% or $23,078 at 6%; with 50% employer match about $23,078 at 4% or $15,385 at 6%; with 100% employer match about $17,308 at 4% or $11,539 at 6%.
20031122$514,242$145,368$1,192iApproximate average salary by contribution assumption: employee only about $29,789 at 4% or $19,859 at 6%; with 50% employer match about $19,859 at 4% or $13,239 at 6%; with 100% employer match about $14,894 at 4% or $9,930 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-122$514,242$145,368$1,192iApproximate average salary by contribution assumption: employee only about $29,789 at 4% or $19,859 at 6%; with 50% employer match about $19,859 at 4% or $13,239 at 6%; with 100% employer match about $14,894 at 4% or $9,930 at 6%.
2002194$327,141$141,905$1,510iApproximate average salary by contribution assumption: employee only about $37,741 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,774 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-94$327,141$141,905$1,510iApproximate average salary by contribution assumption: employee only about $37,741 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,774 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%.
2001157$269,157$117,679$2,065iApproximate average salary by contribution assumption: employee only about $51,614 at 4% or $34,409 at 6%; with 50% employer match about $34,409 at 4% or $22,939 at 6%; with 100% employer match about $25,807 at 4% or $17,205 at 6%.
Owens, Renz & Lee 401(K) Profit Sharing Plan-57$269,157$117,679$2,065iApproximate average salary by contribution assumption: employee only about $51,614 at 4% or $34,409 at 6%; with 50% employer match about $34,409 at 4% or $22,939 at 6%; with 100% employer match about $25,807 at 4% or $17,205 at 6%.
2000159$0$0-
Owens, Renz & Lee 401(K) Profit Sharing Plan-59---