Civic Intelligence

Mccoubrey/Overholser Inc

Plan context: Mccoubrey/Overholser Inc 401K Retirement Plan

EIN 23-2559781 • Philadelphia, PA • 26 filings • 5 plans

6839 Germantown AvenuePhiladelphia, PA 19119
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,714,729

2024 Contributions

$43,010

Historical Graphs

Total Assets Over Time

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

$1,872,795$936,398$0199920122024YearValue
$1,714,729Latest year 2024

Participants Over Time

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

20100199920122024YearValue
16Latest 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
2024116$1,714,729$43,010$2,688iApproximate average salary by contribution assumption: employee only about $67,203 at 4% or $44,802 at 6%; with 50% employer match about $44,802 at 4% or $29,868 at 6%; with 100% employer match about $33,602 at 4% or $22,401 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-16$1,714,729$43,010$2,688iApproximate average salary by contribution assumption: employee only about $67,203 at 4% or $44,802 at 6%; with 50% employer match about $44,802 at 4% or $29,868 at 6%; with 100% employer match about $33,602 at 4% or $22,401 at 6%.
2023117$1,573,677$35,530$2,090iApproximate average salary by contribution assumption: employee only about $52,250 at 4% or $34,833 at 6%; with 50% employer match about $34,833 at 4% or $23,222 at 6%; with 100% employer match about $26,125 at 4% or $17,417 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-17$1,573,677$35,530$2,090iApproximate average salary by contribution assumption: employee only about $52,250 at 4% or $34,833 at 6%; with 50% employer match about $34,833 at 4% or $23,222 at 6%; with 100% employer match about $26,125 at 4% or $17,417 at 6%.
2022119$1,601,703$40,526$2,133iApproximate average salary by contribution assumption: employee only about $53,324 at 4% or $35,549 at 6%; with 50% employer match about $35,549 at 4% or $23,699 at 6%; with 100% employer match about $26,662 at 4% or $17,775 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-19$1,601,703$40,526$2,133iApproximate average salary by contribution assumption: employee only about $53,324 at 4% or $35,549 at 6%; with 50% employer match about $35,549 at 4% or $23,699 at 6%; with 100% employer match about $26,662 at 4% or $17,775 at 6%.
2021117$1,872,795$39,012$2,295iApproximate average salary by contribution assumption: employee only about $57,371 at 4% or $38,247 at 6%; with 50% employer match about $38,247 at 4% or $25,498 at 6%; with 100% employer match about $28,685 at 4% or $19,124 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-17$1,872,795$39,012$2,295iApproximate average salary by contribution assumption: employee only about $57,371 at 4% or $38,247 at 6%; with 50% employer match about $38,247 at 4% or $25,498 at 6%; with 100% employer match about $28,685 at 4% or $19,124 at 6%.
2020117$1,641,708$33,208$1,953iApproximate average salary by contribution assumption: employee only about $48,835 at 4% or $32,557 at 6%; with 50% employer match about $32,557 at 4% or $21,705 at 6%; with 100% employer match about $24,418 at 4% or $16,278 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-17$1,641,708$33,208$1,953iApproximate average salary by contribution assumption: employee only about $48,835 at 4% or $32,557 at 6%; with 50% employer match about $32,557 at 4% or $21,705 at 6%; with 100% employer match about $24,418 at 4% or $16,278 at 6%.
2019118$1,483,450$36,505$2,028iApproximate average salary by contribution assumption: employee only about $50,701 at 4% or $33,801 at 6%; with 50% employer match about $33,801 at 4% or $22,534 at 6%; with 100% employer match about $25,351 at 4% or $16,900 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-18$1,483,450$36,505$2,028iApproximate average salary by contribution assumption: employee only about $50,701 at 4% or $33,801 at 6%; with 50% employer match about $33,801 at 4% or $22,534 at 6%; with 100% employer match about $25,351 at 4% or $16,900 at 6%.
2018118$1,251,036$36,912$2,051iApproximate average salary by contribution assumption: employee only about $51,267 at 4% or $34,178 at 6%; with 50% employer match about $34,178 at 4% or $22,785 at 6%; with 100% employer match about $25,633 at 4% or $17,089 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-18$1,251,036$36,912$2,051iApproximate average salary by contribution assumption: employee only about $51,267 at 4% or $34,178 at 6%; with 50% employer match about $34,178 at 4% or $22,785 at 6%; with 100% employer match about $25,633 at 4% or $17,089 at 6%.
2017120$1,811,192$41,860$2,093iApproximate average salary by contribution assumption: employee only about $52,325 at 4% or $34,883 at 6%; with 50% employer match about $34,883 at 4% or $23,256 at 6%; with 100% employer match about $26,163 at 4% or $17,442 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-20$1,811,192$41,860$2,093iApproximate average salary by contribution assumption: employee only about $52,325 at 4% or $34,883 at 6%; with 50% employer match about $34,883 at 4% or $23,256 at 6%; with 100% employer match about $26,163 at 4% or $17,442 at 6%.
2016120$1,582,509$42,631$2,132iApproximate average salary by contribution assumption: employee only about $53,289 at 4% or $35,526 at 6%; with 50% employer match about $35,526 at 4% or $23,684 at 6%; with 100% employer match about $26,644 at 4% or $17,763 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-20$1,582,509$42,631$2,132iApproximate average salary by contribution assumption: employee only about $53,289 at 4% or $35,526 at 6%; with 50% employer match about $35,526 at 4% or $23,684 at 6%; with 100% employer match about $26,644 at 4% or $17,763 at 6%.
2015119$1,423,972$43,150$2,271iApproximate average salary by contribution assumption: employee only about $56,776 at 4% or $37,851 at 6%; with 50% employer match about $37,851 at 4% or $25,234 at 6%; with 100% employer match about $28,388 at 4% or $18,925 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-19$1,423,972$43,150$2,271iApproximate average salary by contribution assumption: employee only about $56,776 at 4% or $37,851 at 6%; with 50% employer match about $37,851 at 4% or $25,234 at 6%; with 100% employer match about $28,388 at 4% or $18,925 at 6%.
2014117$1,473,690$44,670$2,628iApproximate average salary by contribution assumption: employee only about $65,691 at 4% or $43,794 at 6%; with 50% employer match about $43,794 at 4% or $29,196 at 6%; with 100% employer match about $32,846 at 4% or $21,897 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-17$1,473,690$44,670$2,628iApproximate average salary by contribution assumption: employee only about $65,691 at 4% or $43,794 at 6%; with 50% employer match about $43,794 at 4% or $29,196 at 6%; with 100% employer match about $32,846 at 4% or $21,897 at 6%.
2013116$1,368,286$56,231$3,514iApproximate average salary by contribution assumption: employee only about $87,861 at 4% or $58,574 at 6%; with 50% employer match about $58,574 at 4% or $39,049 at 6%; with 100% employer match about $43,930 at 4% or $29,287 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-16$1,368,286$56,231$3,514iApproximate average salary by contribution assumption: employee only about $87,861 at 4% or $58,574 at 6%; with 50% employer match about $58,574 at 4% or $39,049 at 6%; with 100% employer match about $43,930 at 4% or $29,287 at 6%.
2012120$1,160,875$53,160$2,658iApproximate average salary by contribution assumption: employee only about $66,450 at 4% or $44,300 at 6%; with 50% employer match about $44,300 at 4% or $29,533 at 6%; with 100% employer match about $33,225 at 4% or $22,150 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-20$1,160,875$53,160$2,658iApproximate average salary by contribution assumption: employee only about $66,450 at 4% or $44,300 at 6%; with 50% employer match about $44,300 at 4% or $29,533 at 6%; with 100% employer match about $33,225 at 4% or $22,150 at 6%.
2011120$965,446$46,099$2,305iApproximate average salary by contribution assumption: employee only about $57,624 at 4% or $38,416 at 6%; with 50% employer match about $38,416 at 4% or $25,611 at 6%; with 100% employer match about $28,812 at 4% or $19,208 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-20$965,446$46,099$2,305iApproximate average salary by contribution assumption: employee only about $57,624 at 4% or $38,416 at 6%; with 50% employer match about $38,416 at 4% or $25,611 at 6%; with 100% employer match about $28,812 at 4% or $19,208 at 6%.
2010119$983,943$48,844$2,571iApproximate average salary by contribution assumption: employee only about $64,268 at 4% or $42,846 at 6%; with 50% employer match about $42,846 at 4% or $28,564 at 6%; with 100% employer match about $32,134 at 4% or $21,423 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-19$983,943$48,844$2,571iApproximate average salary by contribution assumption: employee only about $64,268 at 4% or $42,846 at 6%; with 50% employer match about $42,846 at 4% or $28,564 at 6%; with 100% employer match about $32,134 at 4% or $21,423 at 6%.
2009118$814,427$53,592$2,977iApproximate average salary by contribution assumption: employee only about $74,433 at 4% or $49,622 at 6%; with 50% employer match about $49,622 at 4% or $33,081 at 6%; with 100% employer match about $37,217 at 4% or $24,811 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-18$814,427$53,592$2,977iApproximate average salary by contribution assumption: employee only about $74,433 at 4% or $49,622 at 6%; with 50% employer match about $49,622 at 4% or $33,081 at 6%; with 100% employer match about $37,217 at 4% or $24,811 at 6%.
2008116$644,612$101,059$6,316iApproximate average salary by contribution assumption: employee only about $157,905 at 4% or $105,270 at 6%; with 50% employer match about $105,270 at 4% or $70,180 at 6%; with 100% employer match about $78,952 at 4% or $52,635 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-16$644,612$101,059$6,316iApproximate average salary by contribution assumption: employee only about $157,905 at 4% or $105,270 at 6%; with 50% employer match about $105,270 at 4% or $70,180 at 6%; with 100% employer match about $78,952 at 4% or $52,635 at 6%.
2007118$0$0-
Mccoubrey/Overholser Inc 401K Retirement Plan-18---
2006111$842,027$99,408$9,037iApproximate average salary by contribution assumption: employee only about $225,927 at 4% or $150,618 at 6%; with 50% employer match about $150,618 at 4% or $100,412 at 6%; with 100% employer match about $112,964 at 4% or $75,309 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-11$842,027$99,408$9,037iApproximate average salary by contribution assumption: employee only about $225,927 at 4% or $150,618 at 6%; with 50% employer match about $150,618 at 4% or $100,412 at 6%; with 100% employer match about $112,964 at 4% or $75,309 at 6%.
2005111$657,519$68,657$6,242iApproximate average salary by contribution assumption: employee only about $156,039 at 4% or $104,026 at 6%; with 50% employer match about $104,026 at 4% or $69,351 at 6%; with 100% employer match about $78,019 at 4% or $52,013 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-11$657,519$68,657$6,242iApproximate average salary by contribution assumption: employee only about $156,039 at 4% or $104,026 at 6%; with 50% employer match about $104,026 at 4% or $69,351 at 6%; with 100% employer match about $78,019 at 4% or $52,013 at 6%.
2004112$557,692$110,931$9,244iApproximate average salary by contribution assumption: employee only about $231,106 at 4% or $154,071 at 6%; with 50% employer match about $154,071 at 4% or $102,714 at 6%; with 100% employer match about $115,553 at 4% or $77,035 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-12$557,692$110,931$9,244iApproximate average salary by contribution assumption: employee only about $231,106 at 4% or $154,071 at 6%; with 50% employer match about $154,071 at 4% or $102,714 at 6%; with 100% employer match about $115,553 at 4% or $77,035 at 6%.
2003111$403,284$136,211$12,383iApproximate average salary by contribution assumption: employee only about $309,570 at 4% or $206,380 at 6%; with 50% employer match about $206,380 at 4% or $137,587 at 6%; with 100% employer match about $154,785 at 4% or $103,190 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-11$403,284$136,211$12,383iApproximate average salary by contribution assumption: employee only about $309,570 at 4% or $206,380 at 6%; with 50% employer match about $206,380 at 4% or $137,587 at 6%; with 100% employer match about $154,785 at 4% or $103,190 at 6%.
2002110$201,214$102,943$10,294iApproximate average salary by contribution assumption: employee only about $257,357 at 4% or $171,572 at 6%; with 50% employer match about $171,572 at 4% or $114,381 at 6%; with 100% employer match about $128,679 at 4% or $85,786 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-10$201,214$102,943$10,294iApproximate average salary by contribution assumption: employee only about $257,357 at 4% or $171,572 at 6%; with 50% employer match about $171,572 at 4% or $114,381 at 6%; with 100% employer match about $128,679 at 4% or $85,786 at 6%.
200118$123,310$29,665$3,708iApproximate average salary by contribution assumption: employee only about $92,703 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,352 at 4% or $30,901 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-8$123,310$29,665$3,708iApproximate average salary by contribution assumption: employee only about $92,703 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,352 at 4% or $30,901 at 6%.
200018$107,744$24,743$3,093iApproximate average salary by contribution assumption: employee only about $77,322 at 4% or $51,548 at 6%; with 50% employer match about $51,548 at 4% or $34,365 at 6%; with 100% employer match about $38,661 at 4% or $25,774 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-8$107,744$24,743$3,093iApproximate average salary by contribution assumption: employee only about $77,322 at 4% or $51,548 at 6%; with 50% employer match about $51,548 at 4% or $34,365 at 6%; with 100% employer match about $38,661 at 4% or $25,774 at 6%.
199918$101,467$17,704$2,213iApproximate average salary by contribution assumption: employee only about $55,325 at 4% or $36,883 at 6%; with 50% employer match about $36,883 at 4% or $24,589 at 6%; with 100% employer match about $27,663 at 4% or $18,442 at 6%.
Mccoubrey/Overholser Inc 401K Retirement Plan-8$101,467$17,704$2,213iApproximate average salary by contribution assumption: employee only about $55,325 at 4% or $36,883 at 6%; with 50% employer match about $36,883 at 4% or $24,589 at 6%; with 100% employer match about $27,663 at 4% or $18,442 at 6%.