Civic Intelligence

Travers, Okeefe & Associates Inc.

Plan context: Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan

EIN 13-3327530 • New York, NY • 16 filings • 2 plans

11 Hanover Square 2nd FloorNew York, NY 10005-2844
Current Snapshot

Latest Year

2014

2014 Participants

25

2014 Assets

$2,724,461

2014 Contributions

$1,302

Historical Graphs

Total Assets Over Time

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

$2,724,461$1,362,231$0199920072013YearValue
$2,724,461Latest year 2013

Participants Over Time

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

30150199920062013YearValue
25Latest year 2013

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
201410$0$1,302-
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-0$0$1,302-
2013125$2,724,461$65,676$2,627iApproximate average salary by contribution assumption: employee only about $65,676 at 4% or $43,784 at 6%; with 50% employer match about $43,784 at 4% or $29,189 at 6%; with 100% employer match about $32,838 at 4% or $21,892 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-25$2,724,461$65,676$2,627iApproximate average salary by contribution assumption: employee only about $65,676 at 4% or $43,784 at 6%; with 50% employer match about $43,784 at 4% or $29,189 at 6%; with 100% employer match about $32,838 at 4% or $21,892 at 6%.
2012125$2,277,873$71,622$2,865iApproximate average salary by contribution assumption: employee only about $71,622 at 4% or $47,748 at 6%; with 50% employer match about $47,748 at 4% or $31,832 at 6%; with 100% employer match about $35,811 at 4% or $23,874 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-25$2,277,873$71,622$2,865iApproximate average salary by contribution assumption: employee only about $71,622 at 4% or $47,748 at 6%; with 50% employer match about $47,748 at 4% or $31,832 at 6%; with 100% employer match about $35,811 at 4% or $23,874 at 6%.
2011123$2,069,367$73,257$3,185iApproximate average salary by contribution assumption: employee only about $79,627 at 4% or $53,085 at 6%; with 50% employer match about $53,085 at 4% or $35,390 at 6%; with 100% employer match about $39,814 at 4% or $26,542 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-23$2,069,367$73,257$3,185iApproximate average salary by contribution assumption: employee only about $79,627 at 4% or $53,085 at 6%; with 50% employer match about $53,085 at 4% or $35,390 at 6%; with 100% employer match about $39,814 at 4% or $26,542 at 6%.
2010123$2,029,825$113,469$4,933iApproximate average salary by contribution assumption: employee only about $123,336 at 4% or $82,224 at 6%; with 50% employer match about $82,224 at 4% or $54,816 at 6%; with 100% employer match about $61,668 at 4% or $41,112 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-23$2,029,825$113,469$4,933iApproximate average salary by contribution assumption: employee only about $123,336 at 4% or $82,224 at 6%; with 50% employer match about $82,224 at 4% or $54,816 at 6%; with 100% employer match about $61,668 at 4% or $41,112 at 6%.
2009129$2,222,628$172,999$5,965iApproximate average salary by contribution assumption: employee only about $149,137 at 4% or $99,425 at 6%; with 50% employer match about $99,425 at 4% or $66,283 at 6%; with 100% employer match about $74,569 at 4% or $49,712 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-29$2,222,628$172,999$5,965iApproximate average salary by contribution assumption: employee only about $149,137 at 4% or $99,425 at 6%; with 50% employer match about $99,425 at 4% or $66,283 at 6%; with 100% employer match about $74,569 at 4% or $49,712 at 6%.
2008123$1,777,942$280,393$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-23$1,777,942$280,393$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
2007123$1,976,324$226,146$9,832iApproximate average salary by contribution assumption: employee only about $245,811 at 4% or $163,874 at 6%; with 50% employer match about $163,874 at 4% or $109,249 at 6%; with 100% employer match about $122,905 at 4% or $81,937 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-23$1,976,324$226,146$9,832iApproximate average salary by contribution assumption: employee only about $245,811 at 4% or $163,874 at 6%; with 50% employer match about $163,874 at 4% or $109,249 at 6%; with 100% employer match about $122,905 at 4% or $81,937 at 6%.
2006127$1,875,403$310,042$11,483iApproximate average salary by contribution assumption: employee only about $287,076 at 4% or $191,384 at 6%; with 50% employer match about $191,384 at 4% or $127,589 at 6%; with 100% employer match about $143,538 at 4% or $95,692 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-27$1,875,403$310,042$11,483iApproximate average salary by contribution assumption: employee only about $287,076 at 4% or $191,384 at 6%; with 50% employer match about $191,384 at 4% or $127,589 at 6%; with 100% employer match about $143,538 at 4% or $95,692 at 6%.
2005128$1,491,014$306,156$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,490 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-28$1,491,014$306,156$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,490 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
2004130$1,123,335$224,459$7,482iApproximate average salary by contribution assumption: employee only about $187,049 at 4% or $124,699 at 6%; with 50% employer match about $124,699 at 4% or $83,133 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-30$1,123,335$224,459$7,482iApproximate average salary by contribution assumption: employee only about $187,049 at 4% or $124,699 at 6%; with 50% employer match about $124,699 at 4% or $83,133 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%.
2003125$1,014,057$320,417$12,817iApproximate average salary by contribution assumption: employee only about $320,417 at 4% or $213,611 at 6%; with 50% employer match about $213,611 at 4% or $142,408 at 6%; with 100% employer match about $160,209 at 4% or $106,806 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-25$1,014,057$320,417$12,817iApproximate average salary by contribution assumption: employee only about $320,417 at 4% or $213,611 at 6%; with 50% employer match about $213,611 at 4% or $142,408 at 6%; with 100% employer match about $160,209 at 4% or $106,806 at 6%.
2002126$661,116$220,053$8,464iApproximate average salary by contribution assumption: employee only about $211,589 at 4% or $141,060 at 6%; with 50% employer match about $141,060 at 4% or $94,040 at 6%; with 100% employer match about $105,795 at 4% or $70,530 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-26$661,116$220,053$8,464iApproximate average salary by contribution assumption: employee only about $211,589 at 4% or $141,060 at 6%; with 50% employer match about $141,060 at 4% or $94,040 at 6%; with 100% employer match about $105,795 at 4% or $70,530 at 6%.
2001124$0$0-
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-24---
2000130$561,093$187,463$6,249iApproximate average salary by contribution assumption: employee only about $156,219 at 4% or $104,146 at 6%; with 50% employer match about $104,146 at 4% or $69,431 at 6%; with 100% employer match about $78,110 at 4% or $52,073 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-30$561,093$187,463$6,249iApproximate average salary by contribution assumption: employee only about $156,219 at 4% or $104,146 at 6%; with 50% employer match about $104,146 at 4% or $69,431 at 6%; with 100% employer match about $78,110 at 4% or $52,073 at 6%.
1999127$560,316$213,822$7,919iApproximate average salary by contribution assumption: employee only about $197,983 at 4% or $131,989 at 6%; with 50% employer match about $131,989 at 4% or $87,993 at 6%; with 100% employer match about $98,992 at 4% or $65,994 at 6%.
Travers, Okeefe & Associates Inc. 401K Profit Sharing Plan-27$560,316$213,822$7,919iApproximate average salary by contribution assumption: employee only about $197,983 at 4% or $131,989 at 6%; with 50% employer match about $131,989 at 4% or $87,993 at 6%; with 100% employer match about $98,992 at 4% or $65,994 at 6%.