Civic Intelligence

O'Mara Financial Inc.

Plan context: O'Mara Financial 401K Profit Sharing Plan

EIN 16-1427457 • Buffalo, NY • 22 filings • 2 plans

237 Main Street, Ste 600Buffalo, NY 14203
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,933,555

2024 Contributions

$6,555

Historical Graphs

Total Assets Over Time

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

$1,933,555$966,778$0200320142024YearValue
$1,933,555Latest year 2024

Participants Over Time

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

320200320142024YearValue
3Latest 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
202413$1,933,555$6,555$2,185iApproximate average salary by contribution assumption: employee only about $54,625 at 4% or $36,417 at 6%; with 50% employer match about $36,417 at 4% or $24,278 at 6%; with 100% employer match about $27,313 at 4% or $18,208 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,933,555$6,555$2,185iApproximate average salary by contribution assumption: employee only about $54,625 at 4% or $36,417 at 6%; with 50% employer match about $36,417 at 4% or $24,278 at 6%; with 100% employer match about $27,313 at 4% or $18,208 at 6%.
202313$1,546,314$11,895$3,965iApproximate average salary by contribution assumption: employee only about $99,125 at 4% or $66,083 at 6%; with 50% employer match about $66,083 at 4% or $44,056 at 6%; with 100% employer match about $49,563 at 4% or $33,042 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,546,314$11,895$3,965iApproximate average salary by contribution assumption: employee only about $99,125 at 4% or $66,083 at 6%; with 50% employer match about $66,083 at 4% or $44,056 at 6%; with 100% employer match about $49,563 at 4% or $33,042 at 6%.
202213$1,162,579$33,386$11,129iApproximate average salary by contribution assumption: employee only about $278,217 at 4% or $185,478 at 6%; with 50% employer match about $185,478 at 4% or $123,652 at 6%; with 100% employer match about $139,108 at 4% or $92,739 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,162,579$33,386$11,129iApproximate average salary by contribution assumption: employee only about $278,217 at 4% or $185,478 at 6%; with 50% employer match about $185,478 at 4% or $123,652 at 6%; with 100% employer match about $139,108 at 4% or $92,739 at 6%.
202113$1,384,290$32,265$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,384,290$32,265$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
202013$1,908,630$61,090$20,363iApproximate average salary by contribution assumption: employee only about $509,083 at 4% or $339,389 at 6%; with 50% employer match about $339,389 at 4% or $226,259 at 6%; with 100% employer match about $254,542 at 4% or $169,694 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,908,630$61,090$20,363iApproximate average salary by contribution assumption: employee only about $509,083 at 4% or $339,389 at 6%; with 50% employer match about $339,389 at 4% or $226,259 at 6%; with 100% employer match about $254,542 at 4% or $169,694 at 6%.
201913$1,470,020$5,197$1,732iApproximate average salary by contribution assumption: employee only about $43,308 at 4% or $28,872 at 6%; with 50% employer match about $28,872 at 4% or $19,248 at 6%; with 100% employer match about $21,654 at 4% or $14,436 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,470,020$5,197$1,732iApproximate average salary by contribution assumption: employee only about $43,308 at 4% or $28,872 at 6%; with 50% employer match about $28,872 at 4% or $19,248 at 6%; with 100% employer match about $21,654 at 4% or $14,436 at 6%.
201813$1,163,946$30,493$10,164iApproximate average salary by contribution assumption: employee only about $254,108 at 4% or $169,406 at 6%; with 50% employer match about $169,406 at 4% or $112,937 at 6%; with 100% employer match about $127,054 at 4% or $84,703 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,163,946$30,493$10,164iApproximate average salary by contribution assumption: employee only about $254,108 at 4% or $169,406 at 6%; with 50% employer match about $169,406 at 4% or $112,937 at 6%; with 100% employer match about $127,054 at 4% or $84,703 at 6%.
201713$1,117,538$54,662$18,221iApproximate average salary by contribution assumption: employee only about $455,517 at 4% or $303,678 at 6%; with 50% employer match about $303,678 at 4% or $202,452 at 6%; with 100% employer match about $227,758 at 4% or $151,839 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$1,117,538$54,662$18,221iApproximate average salary by contribution assumption: employee only about $455,517 at 4% or $303,678 at 6%; with 50% employer match about $303,678 at 4% or $202,452 at 6%; with 100% employer match about $227,758 at 4% or $151,839 at 6%.
201613$888,541$54,448$18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$888,541$54,448$18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%.
201513$717,268$53,872$17,957iApproximate average salary by contribution assumption: employee only about $448,933 at 4% or $299,289 at 6%; with 50% employer match about $299,289 at 4% or $199,526 at 6%; with 100% employer match about $224,467 at 4% or $149,644 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$717,268$53,872$17,957iApproximate average salary by contribution assumption: employee only about $448,933 at 4% or $299,289 at 6%; with 50% employer match about $299,289 at 4% or $199,526 at 6%; with 100% employer match about $224,467 at 4% or $149,644 at 6%.
201412$770,986$38,777$19,389iApproximate average salary by contribution assumption: employee only about $484,713 at 4% or $323,142 at 6%; with 50% employer match about $323,142 at 4% or $215,428 at 6%; with 100% employer match about $242,356 at 4% or $161,571 at 6%.
O'Mara Financial 401K Profit Sharing Plan-2$770,986$38,777$19,389iApproximate average salary by contribution assumption: employee only about $484,713 at 4% or $323,142 at 6%; with 50% employer match about $323,142 at 4% or $215,428 at 6%; with 100% employer match about $242,356 at 4% or $161,571 at 6%.
201313$666,676$52,114$17,371iApproximate average salary by contribution assumption: employee only about $434,283 at 4% or $289,522 at 6%; with 50% employer match about $289,522 at 4% or $193,015 at 6%; with 100% employer match about $217,142 at 4% or $144,761 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$666,676$52,114$17,371iApproximate average salary by contribution assumption: employee only about $434,283 at 4% or $289,522 at 6%; with 50% employer match about $289,522 at 4% or $193,015 at 6%; with 100% employer match about $217,142 at 4% or $144,761 at 6%.
201213$500,487$50,891$16,964iApproximate average salary by contribution assumption: employee only about $424,092 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,485 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$500,487$50,891$16,964iApproximate average salary by contribution assumption: employee only about $424,092 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,485 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%.
201113$397,677$45,630$15,210iApproximate average salary by contribution assumption: employee only about $380,250 at 4% or $253,500 at 6%; with 50% employer match about $253,500 at 4% or $169,000 at 6%; with 100% employer match about $190,125 at 4% or $126,750 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$397,677$45,630$15,210iApproximate average salary by contribution assumption: employee only about $380,250 at 4% or $253,500 at 6%; with 50% employer match about $253,500 at 4% or $169,000 at 6%; with 100% employer match about $190,125 at 4% or $126,750 at 6%.
201013$383,008$25,004$8,335iApproximate average salary by contribution assumption: employee only about $208,367 at 4% or $138,911 at 6%; with 50% employer match about $138,911 at 4% or $92,607 at 6%; with 100% employer match about $104,183 at 4% or $69,456 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$383,008$25,004$8,335iApproximate average salary by contribution assumption: employee only about $208,367 at 4% or $138,911 at 6%; with 50% employer match about $138,911 at 4% or $92,607 at 6%; with 100% employer match about $104,183 at 4% or $69,456 at 6%.
200913$315,924$4,355$1,452iApproximate average salary by contribution assumption: employee only about $36,292 at 4% or $24,194 at 6%; with 50% employer match about $24,194 at 4% or $16,130 at 6%; with 100% employer match about $18,146 at 4% or $12,097 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$315,924$4,355$1,452iApproximate average salary by contribution assumption: employee only about $36,292 at 4% or $24,194 at 6%; with 50% employer match about $24,194 at 4% or $16,130 at 6%; with 100% employer match about $18,146 at 4% or $12,097 at 6%.
200813$237,592$16,744$5,581iApproximate average salary by contribution assumption: employee only about $139,533 at 4% or $93,022 at 6%; with 50% employer match about $93,022 at 4% or $62,015 at 6%; with 100% employer match about $69,767 at 4% or $46,511 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$237,592$16,744$5,581iApproximate average salary by contribution assumption: employee only about $139,533 at 4% or $93,022 at 6%; with 50% employer match about $93,022 at 4% or $62,015 at 6%; with 100% employer match about $69,767 at 4% or $46,511 at 6%.
200712$0$0-
O'Mara Financial 401K Profit Sharing Plan-2---
200612$269,817$45,689$22,845iApproximate average salary by contribution assumption: employee only about $571,113 at 4% or $380,742 at 6%; with 50% employer match about $380,742 at 4% or $253,828 at 6%; with 100% employer match about $285,556 at 4% or $190,371 at 6%.
O'Mara Financial 401K Profit Sharing Plan-2$269,817$45,689$22,845iApproximate average salary by contribution assumption: employee only about $571,113 at 4% or $380,742 at 6%; with 50% employer match about $380,742 at 4% or $253,828 at 6%; with 100% employer match about $285,556 at 4% or $190,371 at 6%.
200513$235,851$113,239$37,746iApproximate average salary by contribution assumption: employee only about $943,658 at 4% or $629,106 at 6%; with 50% employer match about $629,106 at 4% or $419,404 at 6%; with 100% employer match about $471,829 at 4% or $314,553 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$235,851$113,239$37,746iApproximate average salary by contribution assumption: employee only about $943,658 at 4% or $629,106 at 6%; with 50% employer match about $629,106 at 4% or $419,404 at 6%; with 100% employer match about $471,829 at 4% or $314,553 at 6%.
200413$119,662$64,570$21,523iApproximate average salary by contribution assumption: employee only about $538,083 at 4% or $358,722 at 6%; with 50% employer match about $358,722 at 4% or $239,148 at 6%; with 100% employer match about $269,042 at 4% or $179,361 at 6%.
O'Mara Financial 401K Profit Sharing Plan-3$119,662$64,570$21,523iApproximate average salary by contribution assumption: employee only about $538,083 at 4% or $358,722 at 6%; with 50% employer match about $358,722 at 4% or $239,148 at 6%; with 100% employer match about $269,042 at 4% or $179,361 at 6%.
200312$54,897$54,897$27,449iApproximate average salary by contribution assumption: employee only about $686,213 at 4% or $457,475 at 6%; with 50% employer match about $457,475 at 4% or $304,983 at 6%; with 100% employer match about $343,106 at 4% or $228,738 at 6%.
O'Mara Financial 401K Profit Sharing Plan-2$54,897$54,897$27,449iApproximate average salary by contribution assumption: employee only about $686,213 at 4% or $457,475 at 6%; with 50% employer match about $457,475 at 4% or $304,983 at 6%; with 100% employer match about $343,106 at 4% or $228,738 at 6%.