Civic Intelligence

Osterloh & Orta LLP

Plan context: Osterloh & Orta LLP 401(K) Profit Sharing Plan

EIN 20-2661382 • Piedmont, CA • 12 filings • 3 plans

231 Palm DrivePiedmont, CA 94610
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$656,094

2019 Contributions

$21,461

Historical Graphs

Total Assets Over Time

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

$735,593$367,797$0200920142018YearValue
$656,094Latest year 2018

Participants Over Time

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

420200820132018YearValue
2Latest year 2018

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
201910$0$0-
Osterloh & Orta LLP 401(K) Profit Sharing Plan-0---
201812$656,094$0-
Osterloh & Orta LLP 401(K) Profit Sharing Plan-2$656,094--
201712$735,593$21,461$10,731iApproximate average salary by contribution assumption: employee only about $268,263 at 4% or $178,842 at 6%; with 50% employer match about $178,842 at 4% or $119,228 at 6%; with 100% employer match about $134,131 at 4% or $89,421 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-2$735,593$21,461$10,731iApproximate average salary by contribution assumption: employee only about $268,263 at 4% or $178,842 at 6%; with 50% employer match about $178,842 at 4% or $119,228 at 6%; with 100% employer match about $134,131 at 4% or $89,421 at 6%.
201612$671,411$52,034$26,017iApproximate average salary by contribution assumption: employee only about $650,425 at 4% or $433,617 at 6%; with 50% employer match about $433,617 at 4% or $289,078 at 6%; with 100% employer match about $325,213 at 4% or $216,808 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-2$671,411$52,034$26,017iApproximate average salary by contribution assumption: employee only about $650,425 at 4% or $433,617 at 6%; with 50% employer match about $433,617 at 4% or $289,078 at 6%; with 100% employer match about $325,213 at 4% or $216,808 at 6%.
201514$589,728$49,030$12,258iApproximate average salary by contribution assumption: employee only about $306,438 at 4% or $204,292 at 6%; with 50% employer match about $204,292 at 4% or $136,194 at 6%; with 100% employer match about $153,219 at 4% or $102,146 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-4$589,728$49,030$12,258iApproximate average salary by contribution assumption: employee only about $306,438 at 4% or $204,292 at 6%; with 50% employer match about $204,292 at 4% or $136,194 at 6%; with 100% employer match about $153,219 at 4% or $102,146 at 6%.
201414$555,073$48,799$12,200iApproximate average salary by contribution assumption: employee only about $304,994 at 4% or $203,329 at 6%; with 50% employer match about $203,329 at 4% or $135,553 at 6%; with 100% employer match about $152,497 at 4% or $101,665 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-4$555,073$48,799$12,200iApproximate average salary by contribution assumption: employee only about $304,994 at 4% or $203,329 at 6%; with 50% employer match about $203,329 at 4% or $135,553 at 6%; with 100% employer match about $152,497 at 4% or $101,665 at 6%.
201313$491,901$64,334$21,445iApproximate average salary by contribution assumption: employee only about $536,117 at 4% or $357,411 at 6%; with 50% employer match about $357,411 at 4% or $238,274 at 6%; with 100% employer match about $268,058 at 4% or $178,706 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3$491,901$64,334$21,445iApproximate average salary by contribution assumption: employee only about $536,117 at 4% or $357,411 at 6%; with 50% employer match about $357,411 at 4% or $238,274 at 6%; with 100% employer match about $268,058 at 4% or $178,706 at 6%.
201213$399,461$39,037$13,012iApproximate average salary by contribution assumption: employee only about $325,308 at 4% or $216,872 at 6%; with 50% employer match about $216,872 at 4% or $144,581 at 6%; with 100% employer match about $162,654 at 4% or $108,436 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3$399,461$39,037$13,012iApproximate average salary by contribution assumption: employee only about $325,308 at 4% or $216,872 at 6%; with 50% employer match about $216,872 at 4% or $144,581 at 6%; with 100% employer match about $162,654 at 4% or $108,436 at 6%.
201113$331,818$21,324$7,108iApproximate average salary by contribution assumption: employee only about $177,700 at 4% or $118,467 at 6%; with 50% employer match about $118,467 at 4% or $78,978 at 6%; with 100% employer match about $88,850 at 4% or $59,233 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3$331,818$21,324$7,108iApproximate average salary by contribution assumption: employee only about $177,700 at 4% or $118,467 at 6%; with 50% employer match about $118,467 at 4% or $78,978 at 6%; with 100% employer match about $88,850 at 4% or $59,233 at 6%.
201013$345,060$57,278$19,093iApproximate average salary by contribution assumption: employee only about $477,317 at 4% or $318,211 at 6%; with 50% employer match about $318,211 at 4% or $212,141 at 6%; with 100% employer match about $238,658 at 4% or $159,106 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3$345,060$57,278$19,093iApproximate average salary by contribution assumption: employee only about $477,317 at 4% or $318,211 at 6%; with 50% employer match about $318,211 at 4% or $212,141 at 6%; with 100% employer match about $238,658 at 4% or $159,106 at 6%.
200913$265,910$66,520$22,173iApproximate average salary by contribution assumption: employee only about $554,333 at 4% or $369,556 at 6%; with 50% employer match about $369,556 at 4% or $246,370 at 6%; with 100% employer match about $277,167 at 4% or $184,778 at 6%.
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3$265,910$66,520$22,173iApproximate average salary by contribution assumption: employee only about $554,333 at 4% or $369,556 at 6%; with 50% employer match about $369,556 at 4% or $246,370 at 6%; with 100% employer match about $277,167 at 4% or $184,778 at 6%.
200813$0$0-
Osterloh & Orta LLP 401(K) Profit Sharing Plan-3---