Civic Intelligence

Oconnor, Mikita & Davidson LLC

Plan context: Oconnor, Mikita & Davidson LLC 401K Plan

EIN 20-1885335 • Cincinnati, OH • 16 filings • 2 plans

8035 Hosbrook Road, Suite 200Cincinnati, OH 45236
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$1,413,744

2022 Contributions

$13,468

Historical Graphs

Total Assets Over Time

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

$1,413,744$706,872$0200520142021YearValue
$1,413,744Latest year 2021

Participants Over Time

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

1160200520142021YearValue
7Latest year 2021

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
202210$0$0-
Oconnor, Mikita & Davidson LLC 401K Plan-0$0--
202117$1,413,744$13,468$1,924iApproximate average salary by contribution assumption: employee only about $48,100 at 4% or $32,067 at 6%; with 50% employer match about $32,067 at 4% or $21,378 at 6%; with 100% employer match about $24,050 at 4% or $16,033 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-7$1,413,744$13,468$1,924iApproximate average salary by contribution assumption: employee only about $48,100 at 4% or $32,067 at 6%; with 50% employer match about $32,067 at 4% or $21,378 at 6%; with 100% employer match about $24,050 at 4% or $16,033 at 6%.
202017$1,205,405$13,755$1,965iApproximate average salary by contribution assumption: employee only about $49,125 at 4% or $32,750 at 6%; with 50% employer match about $32,750 at 4% or $21,833 at 6%; with 100% employer match about $24,563 at 4% or $16,375 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-7$1,205,405$13,755$1,965iApproximate average salary by contribution assumption: employee only about $49,125 at 4% or $32,750 at 6%; with 50% employer match about $32,750 at 4% or $21,833 at 6%; with 100% employer match about $24,563 at 4% or $16,375 at 6%.
201917$973,001$13,115$1,874iApproximate average salary by contribution assumption: employee only about $46,839 at 4% or $31,226 at 6%; with 50% employer match about $31,226 at 4% or $20,817 at 6%; with 100% employer match about $23,420 at 4% or $15,613 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-7$973,001$13,115$1,874iApproximate average salary by contribution assumption: employee only about $46,839 at 4% or $31,226 at 6%; with 50% employer match about $31,226 at 4% or $20,817 at 6%; with 100% employer match about $23,420 at 4% or $15,613 at 6%.
201818$790,424$13,258$1,657iApproximate average salary by contribution assumption: employee only about $41,431 at 4% or $27,621 at 6%; with 50% employer match about $27,621 at 4% or $18,414 at 6%; with 100% employer match about $20,716 at 4% or $13,810 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$790,424$13,258$1,657iApproximate average salary by contribution assumption: employee only about $41,431 at 4% or $27,621 at 6%; with 50% employer match about $27,621 at 4% or $18,414 at 6%; with 100% employer match about $20,716 at 4% or $13,810 at 6%.
201718$835,829$14,789$1,849iApproximate average salary by contribution assumption: employee only about $46,216 at 4% or $30,810 at 6%; with 50% employer match about $30,810 at 4% or $20,540 at 6%; with 100% employer match about $23,108 at 4% or $15,405 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$835,829$14,789$1,849iApproximate average salary by contribution assumption: employee only about $46,216 at 4% or $30,810 at 6%; with 50% employer match about $30,810 at 4% or $20,540 at 6%; with 100% employer match about $23,108 at 4% or $15,405 at 6%.
201618$690,594$13,145$1,643iApproximate average salary by contribution assumption: employee only about $41,078 at 4% or $27,385 at 6%; with 50% employer match about $27,385 at 4% or $18,257 at 6%; with 100% employer match about $20,539 at 4% or $13,693 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$690,594$13,145$1,643iApproximate average salary by contribution assumption: employee only about $41,078 at 4% or $27,385 at 6%; with 50% employer match about $27,385 at 4% or $18,257 at 6%; with 100% employer match about $20,539 at 4% or $13,693 at 6%.
201518$636,177$14,985$1,873iApproximate average salary by contribution assumption: employee only about $46,828 at 4% or $31,219 at 6%; with 50% employer match about $31,219 at 4% or $20,813 at 6%; with 100% employer match about $23,414 at 4% or $15,609 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$636,177$14,985$1,873iApproximate average salary by contribution assumption: employee only about $46,828 at 4% or $31,219 at 6%; with 50% employer match about $31,219 at 4% or $20,813 at 6%; with 100% employer match about $23,414 at 4% or $15,609 at 6%.
201418$631,993$14,326$1,791iApproximate average salary by contribution assumption: employee only about $44,769 at 4% or $29,846 at 6%; with 50% employer match about $29,846 at 4% or $19,897 at 6%; with 100% employer match about $22,384 at 4% or $14,923 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$631,993$14,326$1,791iApproximate average salary by contribution assumption: employee only about $44,769 at 4% or $29,846 at 6%; with 50% employer match about $29,846 at 4% or $19,897 at 6%; with 100% employer match about $22,384 at 4% or $14,923 at 6%.
201318$582,356$14,583$1,823iApproximate average salary by contribution assumption: employee only about $45,572 at 4% or $30,381 at 6%; with 50% employer match about $30,381 at 4% or $20,254 at 6%; with 100% employer match about $22,786 at 4% or $15,191 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$582,356$14,583$1,823iApproximate average salary by contribution assumption: employee only about $45,572 at 4% or $30,381 at 6%; with 50% employer match about $30,381 at 4% or $20,254 at 6%; with 100% employer match about $22,786 at 4% or $15,191 at 6%.
201218$465,960$13,967$1,746iApproximate average salary by contribution assumption: employee only about $43,647 at 4% or $29,098 at 6%; with 50% employer match about $29,098 at 4% or $19,399 at 6%; with 100% employer match about $21,823 at 4% or $14,549 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$465,960$13,967$1,746iApproximate average salary by contribution assumption: employee only about $43,647 at 4% or $29,098 at 6%; with 50% employer match about $29,098 at 4% or $19,399 at 6%; with 100% employer match about $21,823 at 4% or $14,549 at 6%.
201118$399,914$14,106$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-8$399,914$14,106$1,763iApproximate average salary by contribution assumption: employee only about $44,081 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%.
201019$398,976$14,594$1,622iApproximate average salary by contribution assumption: employee only about $40,539 at 4% or $27,026 at 6%; with 50% employer match about $27,026 at 4% or $18,017 at 6%; with 100% employer match about $20,269 at 4% or $13,513 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-9$398,976$14,594$1,622iApproximate average salary by contribution assumption: employee only about $40,539 at 4% or $27,026 at 6%; with 50% employer match about $27,026 at 4% or $18,017 at 6%; with 100% employer match about $20,269 at 4% or $13,513 at 6%.
2009110$366,992$33,184$3,318iApproximate average salary by contribution assumption: employee only about $82,960 at 4% or $55,307 at 6%; with 50% employer match about $55,307 at 4% or $36,871 at 6%; with 100% employer match about $41,480 at 4% or $27,653 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-10$366,992$33,184$3,318iApproximate average salary by contribution assumption: employee only about $82,960 at 4% or $55,307 at 6%; with 50% employer match about $55,307 at 4% or $36,871 at 6%; with 100% employer match about $41,480 at 4% or $27,653 at 6%.
200819$272,616$34,259$3,807iApproximate average salary by contribution assumption: employee only about $95,164 at 4% or $63,443 at 6%; with 50% employer match about $63,443 at 4% or $42,295 at 6%; with 100% employer match about $47,582 at 4% or $31,721 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-9$272,616$34,259$3,807iApproximate average salary by contribution assumption: employee only about $95,164 at 4% or $63,443 at 6%; with 50% employer match about $63,443 at 4% or $42,295 at 6%; with 100% employer match about $47,582 at 4% or $31,721 at 6%.
2005111$297,176$38,905$3,537iApproximate average salary by contribution assumption: employee only about $88,420 at 4% or $58,947 at 6%; with 50% employer match about $58,947 at 4% or $39,298 at 6%; with 100% employer match about $44,210 at 4% or $29,473 at 6%.
Oconnor, Mikita & Davidson LLC 401K Plan-11$297,176$38,905$3,537iApproximate average salary by contribution assumption: employee only about $88,420 at 4% or $58,947 at 6%; with 50% employer match about $58,947 at 4% or $39,298 at 6%; with 100% employer match about $44,210 at 4% or $29,473 at 6%.