Civic Intelligence

Osteen & Harrison PLC

Plan context: O'STEEN & HARRISON PLC 401(K) PLAN

EIN 20-3865028 • Phoenix, AZ • 11 filings • 2 plans

300 W. Clarendon Ave., Ste. 400Phoenix, AZ 85013
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$220,337

2024 Contributions

$107,673

Historical Graphs

Total Assets Over Time

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

$2,825,570$1,412,785$0200620112024YearValue
$220,337Latest year 2024

Participants Over Time

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

21110200620102024YearValue
12Latest 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
2024112$220,337$107,673$8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,697 at 6%; with 100% employer match about $112,159 at 4% or $74,773 at 6%.
O'STEEN & HARRISON PLC 401(K) PLAN-12$220,337$107,673$8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,697 at 6%; with 100% employer match about $112,159 at 4% or $74,773 at 6%.
202319$103,177$102,778$11,420iApproximate average salary by contribution assumption: employee only about $285,494 at 4% or $190,330 at 6%; with 50% employer match about $190,330 at 4% or $126,886 at 6%; with 100% employer match about $142,747 at 4% or $95,165 at 6%.
O'STEEN & HARRISON PLC 401(K) PLAN-9$103,177$102,778$11,420iApproximate average salary by contribution assumption: employee only about $285,494 at 4% or $190,330 at 6%; with 50% employer match about $190,330 at 4% or $126,886 at 6%; with 100% employer match about $142,747 at 4% or $95,165 at 6%.
201410$0$355,964-
Van Osteen & Partners Profit Sharing Plan & Trust-0-$355,964-
201310$2,496,087$107,986-
Van Osteen & Partners Profit Sharing Plan & Trust-0$2,496,087$107,986-
2012117$2,308,076$123,245$7,250iApproximate average salary by contribution assumption: employee only about $181,243 at 4% or $120,828 at 6%; with 50% employer match about $120,828 at 4% or $80,552 at 6%; with 100% employer match about $90,621 at 4% or $60,414 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-17$2,308,076$123,245$7,250iApproximate average salary by contribution assumption: employee only about $181,243 at 4% or $120,828 at 6%; with 50% employer match about $120,828 at 4% or $80,552 at 6%; with 100% employer match about $90,621 at 4% or $60,414 at 6%.
2011117$2,113,418$151,847$8,932iApproximate average salary by contribution assumption: employee only about $223,304 at 4% or $148,870 at 6%; with 50% employer match about $148,870 at 4% or $99,246 at 6%; with 100% employer match about $111,652 at 4% or $74,435 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-17$2,113,418$151,847$8,932iApproximate average salary by contribution assumption: employee only about $223,304 at 4% or $148,870 at 6%; with 50% employer match about $148,870 at 4% or $99,246 at 6%; with 100% employer match about $111,652 at 4% or $74,435 at 6%.
2010118$2,186,350$156,490$8,694iApproximate average salary by contribution assumption: employee only about $217,347 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,599 at 6%; with 100% employer match about $108,674 at 4% or $72,449 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-18$2,186,350$156,490$8,694iApproximate average salary by contribution assumption: employee only about $217,347 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,599 at 6%; with 100% employer match about $108,674 at 4% or $72,449 at 6%.
2009121$1,990,449$164,142$7,816iApproximate average salary by contribution assumption: employee only about $195,407 at 4% or $130,271 at 6%; with 50% employer match about $130,271 at 4% or $86,848 at 6%; with 100% employer match about $97,704 at 4% or $65,136 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-21$1,990,449$164,142$7,816iApproximate average salary by contribution assumption: employee only about $195,407 at 4% or $130,271 at 6%; with 50% employer match about $130,271 at 4% or $86,848 at 6%; with 100% employer match about $97,704 at 4% or $65,136 at 6%.
2008119$1,786,652$12,808$674iApproximate average salary by contribution assumption: employee only about $16,853 at 4% or $11,235 at 6%; with 50% employer match about $11,235 at 4% or $7,490 at 6%; with 100% employer match about $8,426 at 4% or $5,618 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-19$1,786,652$12,808$674iApproximate average salary by contribution assumption: employee only about $16,853 at 4% or $11,235 at 6%; with 50% employer match about $11,235 at 4% or $7,490 at 6%; with 100% employer match about $8,426 at 4% or $5,618 at 6%.
2007119$0$0-
Van Osteen & Partners Profit Sharing Plan & Trust-19---
2006118$2,825,570$43,182$2,399iApproximate average salary by contribution assumption: employee only about $59,975 at 4% or $39,983 at 6%; with 50% employer match about $39,983 at 4% or $26,656 at 6%; with 100% employer match about $29,988 at 4% or $19,992 at 6%.
Van Osteen & Partners Profit Sharing Plan & Trust-18$2,825,570$43,182$2,399iApproximate average salary by contribution assumption: employee only about $59,975 at 4% or $39,983 at 6%; with 50% employer match about $39,983 at 4% or $26,656 at 6%; with 100% employer match about $29,988 at 4% or $19,992 at 6%.