Okeefe & Associates
Plan context: Okeefe, Duffy & Associates Profit Sharing Plan
EIN 13-3035053 • 10 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$160,010
2008 Contributions
$18,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $160,010 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $160,010 | - | - |
| 2007 | 1 | 1 | $178,601 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $178,601 | - | - |
| 2006 | 1 | 1 | $189,597 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $189,597 | - | - |
| 2005 | 1 | 1 | $218,902 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $218,902 | - | - |
| 2004 | 1 | 1 | $221,942 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $221,942 | - | - |
| 2003 | 1 | 1 | $219,716 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $219,716 | - | - |
| 2002 | 1 | 1 | $203,531 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $203,531 | - | - |
| 2001 | 1 | 1 | $274,721 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $274,721 | - | - |
| 2000 | 1 | 1 | $348,238 | $0 | - |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $348,238 | - | - |
| 1999 | 1 | 1 | $419,942 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Okeefe, Duffy & Associates Profit Sharing Plan | - | 1 | $419,942 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |