Civic Intelligence

Ota Management LLC

Plan context: Ota 401(K)/Profit Sharing Plan

EIN 22-3882586 • Purchase, NY • 44 filings • 5 plans

One Manhattanville RoadPurchase, NY 10577
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$31,251,011

2024 Contributions

$366,432

Historical Graphs

Total Assets Over Time

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

$60,756,817$30,378,409$0200320142024YearValue
$31,251,011Latest year 2024

Participants Over Time

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

4632320200320142024YearValue
41Latest 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
2024141$31,251,011$366,432$8,937iApproximate average salary by contribution assumption: employee only about $223,434 at 4% or $148,956 at 6%; with 50% employer match about $148,956 at 4% or $99,304 at 6%; with 100% employer match about $111,717 at 4% or $74,478 at 6%.
Ota 401(K)/Profit Sharing Plan-41$31,251,011$366,432$8,937iApproximate average salary by contribution assumption: employee only about $223,434 at 4% or $148,956 at 6%; with 50% employer match about $148,956 at 4% or $99,304 at 6%; with 100% employer match about $111,717 at 4% or $74,478 at 6%.
2023125$32,290,120$822,125$32,885iApproximate average salary by contribution assumption: employee only about $822,125 at 4% or $548,083 at 6%; with 50% employer match about $548,083 at 4% or $365,389 at 6%; with 100% employer match about $411,063 at 4% or $274,042 at 6%.
Ota 401(K)/Profit Sharing Plan-25$32,290,120$822,125$32,885iApproximate average salary by contribution assumption: employee only about $822,125 at 4% or $548,083 at 6%; with 50% employer match about $548,083 at 4% or $365,389 at 6%; with 100% employer match about $411,063 at 4% or $274,042 at 6%.
2022176$50,598,396$1,020,162$13,423iApproximate average salary by contribution assumption: employee only about $335,580 at 4% or $223,720 at 6%; with 50% employer match about $223,720 at 4% or $149,146 at 6%; with 100% employer match about $167,790 at 4% or $111,860 at 6%.
Ota 401(K)/Profit Sharing Plan-76$50,598,396$1,020,162$13,423iApproximate average salary by contribution assumption: employee only about $335,580 at 4% or $223,720 at 6%; with 50% employer match about $223,720 at 4% or $149,146 at 6%; with 100% employer match about $167,790 at 4% or $111,860 at 6%.
20211111$60,756,817$1,243,288$11,201iApproximate average salary by contribution assumption: employee only about $280,020 at 4% or $186,680 at 6%; with 50% employer match about $186,680 at 4% or $124,453 at 6%; with 100% employer match about $140,010 at 4% or $93,340 at 6%.
Ota 401(K)/Profit Sharing Plan-111$60,756,817$1,243,288$11,201iApproximate average salary by contribution assumption: employee only about $280,020 at 4% or $186,680 at 6%; with 50% employer match about $186,680 at 4% or $124,453 at 6%; with 100% employer match about $140,010 at 4% or $93,340 at 6%.
2020192$53,634,869$1,065,212$11,578iApproximate average salary by contribution assumption: employee only about $289,460 at 4% or $192,973 at 6%; with 50% employer match about $192,973 at 4% or $128,649 at 6%; with 100% employer match about $144,730 at 4% or $96,487 at 6%.
Ota 401(K)/Profit Sharing Plan-92$53,634,869$1,065,212$11,578iApproximate average salary by contribution assumption: employee only about $289,460 at 4% or $192,973 at 6%; with 50% employer match about $192,973 at 4% or $128,649 at 6%; with 100% employer match about $144,730 at 4% or $96,487 at 6%.
2019184$47,479,555$1,032,320$12,290iApproximate average salary by contribution assumption: employee only about $307,238 at 4% or $204,825 at 6%; with 50% employer match about $204,825 at 4% or $136,550 at 6%; with 100% employer match about $153,619 at 4% or $102,413 at 6%.
Ota 401(K)/Profit Sharing Plan-84$47,479,555$1,032,320$12,290iApproximate average salary by contribution assumption: employee only about $307,238 at 4% or $204,825 at 6%; with 50% employer match about $204,825 at 4% or $136,550 at 6%; with 100% employer match about $153,619 at 4% or $102,413 at 6%.
20182199$42,777,590$1,131,624$5,687iApproximate average salary by contribution assumption: employee only about $142,164 at 4% or $94,776 at 6%; with 50% employer match about $94,776 at 4% or $63,184 at 6%; with 100% employer match about $71,082 at 4% or $47,388 at 6%.
Ota 401(K)/Profit Sharing Plan-99$42,777,590$1,131,624$11,431iApproximate average salary by contribution assumption: employee only about $285,764 at 4% or $190,509 at 6%; with 50% employer match about $190,509 at 4% or $127,006 at 6%; with 100% employer match about $142,882 at 4% or $95,255 at 6%.
Ota Welfare Plan-199---
20172263$46,419,655$1,963,542$7,466iApproximate average salary by contribution assumption: employee only about $186,648 at 4% or $124,432 at 6%; with 50% employer match about $124,432 at 4% or $82,955 at 6%; with 100% employer match about $93,324 at 4% or $62,216 at 6%.
Ota 401(K)/Profit Sharing Plan-92$46,419,655$1,963,542$21,343iApproximate average salary by contribution assumption: employee only about $533,571 at 4% or $355,714 at 6%; with 50% employer match about $355,714 at 4% or $237,143 at 6%; with 100% employer match about $266,786 at 4% or $177,857 at 6%.
Ota Welfare Plan-263---
20162310$39,546,356$1,311,976$4,232iApproximate average salary by contribution assumption: employee only about $105,805 at 4% or $70,536 at 6%; with 50% employer match about $70,536 at 4% or $47,024 at 6%; with 100% employer match about $52,902 at 4% or $35,268 at 6%.
Ota 401(K)/Profit Sharing Plan-99$39,546,356$1,311,976$13,252iApproximate average salary by contribution assumption: employee only about $331,307 at 4% or $220,871 at 6%; with 50% employer match about $220,871 at 4% or $147,248 at 6%; with 100% employer match about $165,654 at 4% or $110,436 at 6%.
Ota Welfare Plan-310---
20152105$38,602,076$1,225,543$11,672iApproximate average salary by contribution assumption: employee only about $291,796 at 4% or $194,531 at 6%; with 50% employer match about $194,531 at 4% or $129,687 at 6%; with 100% employer match about $145,898 at 4% or $97,265 at 6%.
Ota 401(K)/Profit Sharing Plan-105$38,602,076$1,225,543$11,672iApproximate average salary by contribution assumption: employee only about $291,796 at 4% or $194,531 at 6%; with 50% employer match about $194,531 at 4% or $129,687 at 6%; with 100% employer match about $145,898 at 4% or $97,265 at 6%.
Ota Welfare Plan-----
20142331$39,851,378$1,180,658$3,567iApproximate average salary by contribution assumption: employee only about $89,174 at 4% or $59,449 at 6%; with 50% employer match about $59,449 at 4% or $39,633 at 6%; with 100% employer match about $44,587 at 4% or $29,725 at 6%.
Ota 401(K)/Profit Sharing Plan-112$39,851,378$1,180,658$10,542iApproximate average salary by contribution assumption: employee only about $263,540 at 4% or $175,693 at 6%; with 50% employer match about $175,693 at 4% or $117,129 at 6%; with 100% employer match about $131,770 at 4% or $87,847 at 6%.
Ota Welfare Plan-331---
20132342$41,263,360$1,236,930$3,617iApproximate average salary by contribution assumption: employee only about $90,419 at 4% or $60,279 at 6%; with 50% employer match about $60,279 at 4% or $40,186 at 6%; with 100% employer match about $45,209 at 4% or $30,140 at 6%.
Ota 401(K)/Profit Sharing Plan-106$41,263,360$1,236,930$11,669iApproximate average salary by contribution assumption: employee only about $291,729 at 4% or $194,486 at 6%; with 50% employer match about $194,486 at 4% or $129,657 at 6%; with 100% employer match about $145,864 at 4% or $97,243 at 6%.
Ota Welfare Plan-342---
20122376$35,672,260$1,175,014$3,125iApproximate average salary by contribution assumption: employee only about $78,126 at 4% or $52,084 at 6%; with 50% employer match about $52,084 at 4% or $34,723 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Ota 401(K)/Profit Sharing Plan-112$35,672,260$1,175,014$10,491iApproximate average salary by contribution assumption: employee only about $262,280 at 4% or $174,853 at 6%; with 50% employer match about $174,853 at 4% or $116,569 at 6%; with 100% employer match about $131,140 at 4% or $87,427 at 6%.
Ota Welfare Plan-376---
20112419$36,032,122$1,440,806$3,439iApproximate average salary by contribution assumption: employee only about $85,967 at 4% or $57,311 at 6%; with 50% employer match about $57,311 at 4% or $38,208 at 6%; with 100% employer match about $42,983 at 4% or $28,656 at 6%.
Ota 401(K)/Profit Sharing Plan-118$36,032,122$1,440,806$12,210iApproximate average salary by contribution assumption: employee only about $305,256 at 4% or $203,504 at 6%; with 50% employer match about $203,504 at 4% or $135,669 at 6%; with 100% employer match about $152,628 at 4% or $101,752 at 6%.
Ota Welfare Plan-419---
20102420$39,381,391$1,709,841$4,071iApproximate average salary by contribution assumption: employee only about $101,776 at 4% or $67,851 at 6%; with 50% employer match about $67,851 at 4% or $45,234 at 6%; with 100% employer match about $50,888 at 4% or $33,925 at 6%.
Ota 401(K)/Profit Sharing Plan-144$39,381,391$1,709,841$11,874iApproximate average salary by contribution assumption: employee only about $296,847 at 4% or $197,898 at 6%; with 50% employer match about $197,898 at 4% or $131,932 at 6%; with 100% employer match about $148,424 at 4% or $98,949 at 6%.
Ota Welfare Plan-420---
20092413$36,063,154$2,565,329$6,211iApproximate average salary by contribution assumption: employee only about $155,286 at 4% or $103,524 at 6%; with 50% employer match about $103,524 at 4% or $69,016 at 6%; with 100% employer match about $77,643 at 4% or $51,762 at 6%.
Ota 401(K)/Profit Sharing Plan-152$36,063,154$2,565,329$16,877iApproximate average salary by contribution assumption: employee only about $421,929 at 4% or $281,286 at 6%; with 50% employer match about $281,286 at 4% or $187,524 at 6%; with 100% employer match about $210,965 at 4% or $140,643 at 6%.
Ota Welfare Plan-413---
20082433$27,047,574$2,787,537$6,438iApproximate average salary by contribution assumption: employee only about $160,943 at 4% or $107,295 at 6%; with 50% employer match about $107,295 at 4% or $71,530 at 6%; with 100% employer match about $80,472 at 4% or $53,648 at 6%.
Ota 401(K)/Profit Sharing Plan-150$27,047,574$2,787,537$18,584iApproximate average salary by contribution assumption: employee only about $464,590 at 4% or $309,726 at 6%; with 50% employer match about $309,726 at 4% or $206,484 at 6%; with 100% employer match about $232,295 at 4% or $154,863 at 6%.
Ota Welfare Plan-433---
20072424$37,236,601$2,759,552$6,508iApproximate average salary by contribution assumption: employee only about $162,709 at 4% or $108,473 at 6%; with 50% employer match about $108,473 at 4% or $72,315 at 6%; with 100% employer match about $81,355 at 4% or $54,236 at 6%.
Ota 401(K)/Profit Sharing Plan-143$37,236,601$2,759,552$19,298iApproximate average salary by contribution assumption: employee only about $482,439 at 4% or $321,626 at 6%; with 50% employer match about $321,626 at 4% or $214,417 at 6%; with 100% employer match about $241,220 at 4% or $160,813 at 6%.
Ota Welfare Plan-424---
20062463$33,097,978$2,822,461$6,096iApproximate average salary by contribution assumption: employee only about $152,401 at 4% or $101,600 at 6%; with 50% employer match about $101,600 at 4% or $67,734 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%.
Ota 401(K)/Profit Sharing Plan-162$33,097,978$2,822,461$17,423iApproximate average salary by contribution assumption: employee only about $435,565 at 4% or $290,377 at 6%; with 50% employer match about $290,377 at 4% or $193,584 at 6%; with 100% employer match about $217,782 at 4% or $145,188 at 6%.
Ota Welfare Plan-463---
20054460$26,915,991$2,830,582$6,153iApproximate average salary by contribution assumption: employee only about $153,836 at 4% or $102,557 at 6%; with 50% employer match about $102,557 at 4% or $68,372 at 6%; with 100% employer match about $76,918 at 4% or $51,279 at 6%.
Ota 401(K)/Profit Sharing Plan-163$26,915,991$2,830,582$17,366iApproximate average salary by contribution assumption: employee only about $434,138 at 4% or $289,426 at 6%; with 50% employer match about $289,426 at 4% or $192,950 at 6%; with 100% employer match about $217,069 at 4% or $144,713 at 6%.
Ota Welfare Plan-460---
OTA HEALTH PLAN-0---
OTA LIFE PLAN-0---
20044159$22,866,284$3,247,436$20,424iApproximate average salary by contribution assumption: employee only about $510,603 at 4% or $340,402 at 6%; with 50% employer match about $340,402 at 4% or $226,935 at 6%; with 100% employer match about $255,302 at 4% or $170,201 at 6%.
Ota 401(K)/Profit Sharing Plan-159$22,866,284$3,247,436$20,424iApproximate average salary by contribution assumption: employee only about $510,603 at 4% or $340,402 at 6%; with 50% employer match about $340,402 at 4% or $226,935 at 6%; with 100% employer match about $255,302 at 4% or $170,201 at 6%.
OTA LIFE PLAN-157---
Ota Welfare Plan-157---
OTA HEALTH PLAN-141---
20034161$17,972,493$2,369,709$14,719iApproximate average salary by contribution assumption: employee only about $367,967 at 4% or $245,311 at 6%; with 50% employer match about $245,311 at 4% or $163,541 at 6%; with 100% employer match about $183,984 at 4% or $122,656 at 6%.
Ota 401(K)/Profit Sharing Plan-150$17,972,493$2,369,709$15,798iApproximate average salary by contribution assumption: employee only about $394,952 at 4% or $263,301 at 6%; with 50% employer match about $263,301 at 4% or $175,534 at 6%; with 100% employer match about $197,476 at 4% or $131,651 at 6%.
OTA LIFE PLAN-161---
OTA HEALTH PLAN-141---
Ota Welfare Plan-161---