Opal Financial Group Inc
Plan context: Opal Financial Group Money Purchase Plan
EIN 13-4007030 • New York, NY • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$1,998,846
2024 Contributions
$77,100
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 | 1 | 49 | $1,998,846 | $77,100 | $1,573iApproximate average salary by contribution assumption: employee only about $39,337 at 4% or $26,224 at 6%; with 50% employer match about $26,224 at 4% or $17,483 at 6%; with 100% employer match about $19,668 at 4% or $13,112 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 49 | $1,998,846 | $77,100 | $1,573iApproximate average salary by contribution assumption: employee only about $39,337 at 4% or $26,224 at 6%; with 50% employer match about $26,224 at 4% or $17,483 at 6%; with 100% employer match about $19,668 at 4% or $13,112 at 6%. |
| 2023 | 1 | 48 | $1,806,174 | $63,821 | $1,330iApproximate average salary by contribution assumption: employee only about $33,240 at 4% or $22,160 at 6%; with 50% employer match about $22,160 at 4% or $14,773 at 6%; with 100% employer match about $16,620 at 4% or $11,080 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 48 | $1,806,174 | $63,821 | $1,330iApproximate average salary by contribution assumption: employee only about $33,240 at 4% or $22,160 at 6%; with 50% employer match about $22,160 at 4% or $14,773 at 6%; with 100% employer match about $16,620 at 4% or $11,080 at 6%. |
| 2022 | 1 | 48 | $1,594,444 | $48,784 | $1,016iApproximate average salary by contribution assumption: employee only about $25,408 at 4% or $16,939 at 6%; with 50% employer match about $16,939 at 4% or $11,293 at 6%; with 100% employer match about $12,704 at 4% or $8,469 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 48 | $1,594,444 | $48,784 | $1,016iApproximate average salary by contribution assumption: employee only about $25,408 at 4% or $16,939 at 6%; with 50% employer match about $16,939 at 4% or $11,293 at 6%; with 100% employer match about $12,704 at 4% or $8,469 at 6%. |
| 2021 | 1 | 49 | $1,909,521 | $82,584 | $1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,727 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 49 | $1,909,521 | $82,584 | $1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,727 at 6%; with 100% employer match about $21,067 at 4% or $14,045 at 6%. |
| 2020 | 1 | 35 | $1,677,417 | $30,487 | $871iApproximate average salary by contribution assumption: employee only about $21,776 at 4% or $14,518 at 6%; with 50% employer match about $14,518 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,259 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 35 | $1,677,417 | $30,487 | $871iApproximate average salary by contribution assumption: employee only about $21,776 at 4% or $14,518 at 6%; with 50% employer match about $14,518 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,259 at 6%. |
| 2019 | 1 | 35 | $1,265,295 | $52,066 | $1,488iApproximate average salary by contribution assumption: employee only about $37,190 at 4% or $24,793 at 6%; with 50% employer match about $24,793 at 4% or $16,529 at 6%; with 100% employer match about $18,595 at 4% or $12,397 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 35 | $1,265,295 | $52,066 | $1,488iApproximate average salary by contribution assumption: employee only about $37,190 at 4% or $24,793 at 6%; with 50% employer match about $24,793 at 4% or $16,529 at 6%; with 100% employer match about $18,595 at 4% or $12,397 at 6%. |
| 2018 | 1 | 26 | $1,313,320 | $34,325 | $1,320iApproximate average salary by contribution assumption: employee only about $33,005 at 4% or $22,003 at 6%; with 50% employer match about $22,003 at 4% or $14,669 at 6%; with 100% employer match about $16,502 at 4% or $11,002 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 26 | $1,313,320 | $34,325 | $1,320iApproximate average salary by contribution assumption: employee only about $33,005 at 4% or $22,003 at 6%; with 50% employer match about $22,003 at 4% or $14,669 at 6%; with 100% employer match about $16,502 at 4% or $11,002 at 6%. |
| 2017 | 1 | 40 | $1,400,108 | $100,766 | $2,519iApproximate average salary by contribution assumption: employee only about $62,979 at 4% or $41,986 at 6%; with 50% employer match about $41,986 at 4% or $27,991 at 6%; with 100% employer match about $31,489 at 4% or $20,993 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 40 | $1,400,108 | $100,766 | $2,519iApproximate average salary by contribution assumption: employee only about $62,979 at 4% or $41,986 at 6%; with 50% employer match about $41,986 at 4% or $27,991 at 6%; with 100% employer match about $31,489 at 4% or $20,993 at 6%. |
| 2016 | 1 | 49 | $1,180,909 | $36,880 | $753iApproximate average salary by contribution assumption: employee only about $18,816 at 4% or $12,544 at 6%; with 50% employer match about $12,544 at 4% or $8,363 at 6%; with 100% employer match about $9,408 at 4% or $6,272 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 49 | $1,180,909 | $36,880 | $753iApproximate average salary by contribution assumption: employee only about $18,816 at 4% or $12,544 at 6%; with 50% employer match about $12,544 at 4% or $8,363 at 6%; with 100% employer match about $9,408 at 4% or $6,272 at 6%. |
| 2015 | 1 | 57 | $1,137,553 | $33,026 | $579iApproximate average salary by contribution assumption: employee only about $14,485 at 4% or $9,657 at 6%; with 50% employer match about $9,657 at 4% or $6,438 at 6%; with 100% employer match about $7,243 at 4% or $4,828 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 57 | $1,137,553 | $33,026 | $579iApproximate average salary by contribution assumption: employee only about $14,485 at 4% or $9,657 at 6%; with 50% employer match about $9,657 at 4% or $6,438 at 6%; with 100% employer match about $7,243 at 4% or $4,828 at 6%. |
| 2014 | 1 | 49 | $1,117,045 | $136,089 | $2,777iApproximate average salary by contribution assumption: employee only about $69,433 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,859 at 6%; with 100% employer match about $34,717 at 4% or $23,144 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 49 | $1,117,045 | $136,089 | $2,777iApproximate average salary by contribution assumption: employee only about $69,433 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,859 at 6%; with 100% employer match about $34,717 at 4% or $23,144 at 6%. |
| 2013 | 1 | 46 | $973,289 | $122,663 | $2,667iApproximate average salary by contribution assumption: employee only about $66,665 at 4% or $44,443 at 6%; with 50% employer match about $44,443 at 4% or $29,629 at 6%; with 100% employer match about $33,332 at 4% or $22,222 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 46 | $973,289 | $122,663 | $2,667iApproximate average salary by contribution assumption: employee only about $66,665 at 4% or $44,443 at 6%; with 50% employer match about $44,443 at 4% or $29,629 at 6%; with 100% employer match about $33,332 at 4% or $22,222 at 6%. |
| 2012 | 1 | 44 | $773,957 | $117,191 | $2,663iApproximate average salary by contribution assumption: employee only about $66,586 at 4% or $44,391 at 6%; with 50% employer match about $44,391 at 4% or $29,594 at 6%; with 100% employer match about $33,293 at 4% or $22,195 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 44 | $773,957 | $117,191 | $2,663iApproximate average salary by contribution assumption: employee only about $66,586 at 4% or $44,391 at 6%; with 50% employer match about $44,391 at 4% or $29,594 at 6%; with 100% employer match about $33,293 at 4% or $22,195 at 6%. |
| 2011 | 1 | 39 | $613,798 | $139,080 | $3,566iApproximate average salary by contribution assumption: employee only about $89,154 at 4% or $59,436 at 6%; with 50% employer match about $59,436 at 4% or $39,624 at 6%; with 100% employer match about $44,577 at 4% or $29,718 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 39 | $613,798 | $139,080 | $3,566iApproximate average salary by contribution assumption: employee only about $89,154 at 4% or $59,436 at 6%; with 50% employer match about $59,436 at 4% or $39,624 at 6%; with 100% employer match about $44,577 at 4% or $29,718 at 6%. |
| 2010 | 1 | 31 | $463,619 | $122,730 | $3,959iApproximate average salary by contribution assumption: employee only about $98,976 at 4% or $65,984 at 6%; with 50% employer match about $65,984 at 4% or $43,989 at 6%; with 100% employer match about $49,488 at 4% or $32,992 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 31 | $463,619 | $122,730 | $3,959iApproximate average salary by contribution assumption: employee only about $98,976 at 4% or $65,984 at 6%; with 50% employer match about $65,984 at 4% or $43,989 at 6%; with 100% employer match about $49,488 at 4% or $32,992 at 6%. |
| 2009 | 1 | 29 | $309,895 | $75,336 | $2,598iApproximate average salary by contribution assumption: employee only about $64,945 at 4% or $43,297 at 6%; with 50% employer match about $43,297 at 4% or $28,864 at 6%; with 100% employer match about $32,472 at 4% or $21,648 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 29 | $309,895 | $75,336 | $2,598iApproximate average salary by contribution assumption: employee only about $64,945 at 4% or $43,297 at 6%; with 50% employer match about $43,297 at 4% or $28,864 at 6%; with 100% employer match about $32,472 at 4% or $21,648 at 6%. |
| 2008 | 1 | 20 | $219,718 | $0 | - |
| Opal Financial Group Money Purchase Plan | - | 20 | $219,718 | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| Opal Financial Group Money Purchase Plan | - | 15 | - | - | - |
| 2006 | 1 | 9 | $381,345 | $36,652 | $4,072iApproximate average salary by contribution assumption: employee only about $101,811 at 4% or $67,874 at 6%; with 50% employer match about $67,874 at 4% or $45,249 at 6%; with 100% employer match about $50,906 at 4% or $33,937 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 9 | $381,345 | $36,652 | $4,072iApproximate average salary by contribution assumption: employee only about $101,811 at 4% or $67,874 at 6%; with 50% employer match about $67,874 at 4% or $45,249 at 6%; with 100% employer match about $50,906 at 4% or $33,937 at 6%. |
| 2005 | 1 | 11 | $315,831 | $0 | - |
| Opal Financial Group Money Purchase Plan | - | 11 | $315,831 | - | - |
| 2004 | 1 | 11 | $316,662 | $126,731 | $11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 11 | $316,662 | $126,731 | $11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%. |
| 2000 | 2 | 11 | $59,852 | $19,582 | $1,780iApproximate average salary by contribution assumption: employee only about $44,505 at 4% or $29,670 at 6%; with 50% employer match about $29,670 at 4% or $19,780 at 6%; with 100% employer match about $22,252 at 4% or $14,835 at 6%. |
| Opal Financial Group Profit Sharing Plan | - | 11 | $59,852 | $19,582 | $1,780iApproximate average salary by contribution assumption: employee only about $44,505 at 4% or $29,670 at 6%; with 50% employer match about $29,670 at 4% or $19,780 at 6%; with 100% employer match about $22,252 at 4% or $14,835 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 11 | - | - | - |
| 1999 | 2 | 3 | $53,035 | $53,035 | $17,678iApproximate average salary by contribution assumption: employee only about $441,958 at 4% or $294,639 at 6%; with 50% employer match about $294,639 at 4% or $196,426 at 6%; with 100% employer match about $220,979 at 4% or $147,319 at 6%. |
| Opal Financial Group Profit Sharing Plan | - | 3 | $44,064 | $44,064 | $14,688iApproximate average salary by contribution assumption: employee only about $367,200 at 4% or $244,800 at 6%; with 50% employer match about $244,800 at 4% or $163,200 at 6%; with 100% employer match about $183,600 at 4% or $122,400 at 6%. |
| Opal Financial Group Money Purchase Plan | - | 3 | $8,971 | $8,971 | $2,990iApproximate average salary by contribution assumption: employee only about $74,758 at 4% or $49,839 at 6%; with 50% employer match about $49,839 at 4% or $33,226 at 6%; with 100% employer match about $37,379 at 4% or $24,919 at 6%. |