Civic Intelligence

Oertel Koonts & Oertel PLLC

Plan context: Oertel Koonts & Oertel PLLC 401K Plan

EIN 26-1097909 • Burlington, NC • 17 filings • 1 plans

3493 Forestdale Drive Suite 103Burlington, NC 27215
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,840,504

2024 Contributions

$152,122

Historical Graphs

Total Assets Over Time

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

$2,840,504$1,420,252$0200820162024YearValue
$2,840,504Latest year 2024

Participants Over Time

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

740200820162024YearValue
6Latest 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
202416$2,840,504$152,122$25,354iApproximate average salary by contribution assumption: employee only about $633,842 at 4% or $422,561 at 6%; with 50% employer match about $422,561 at 4% or $281,707 at 6%; with 100% employer match about $316,921 at 4% or $211,281 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$2,840,504$152,122$25,354iApproximate average salary by contribution assumption: employee only about $633,842 at 4% or $422,561 at 6%; with 50% employer match about $422,561 at 4% or $281,707 at 6%; with 100% employer match about $316,921 at 4% or $211,281 at 6%.
202317$2,203,050$124,220$17,746iApproximate average salary by contribution assumption: employee only about $443,643 at 4% or $295,762 at 6%; with 50% employer match about $295,762 at 4% or $197,175 at 6%; with 100% employer match about $221,821 at 4% or $147,881 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-7$2,203,050$124,220$17,746iApproximate average salary by contribution assumption: employee only about $443,643 at 4% or $295,762 at 6%; with 50% employer match about $295,762 at 4% or $197,175 at 6%; with 100% employer match about $221,821 at 4% or $147,881 at 6%.
202216$1,579,962$32,826$5,471iApproximate average salary by contribution assumption: employee only about $136,775 at 4% or $91,183 at 6%; with 50% employer match about $91,183 at 4% or $60,789 at 6%; with 100% employer match about $68,388 at 4% or $45,592 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$1,579,962$32,826$5,471iApproximate average salary by contribution assumption: employee only about $136,775 at 4% or $91,183 at 6%; with 50% employer match about $91,183 at 4% or $60,789 at 6%; with 100% employer match about $68,388 at 4% or $45,592 at 6%.
202116$1,986,394$86,624$14,437iApproximate average salary by contribution assumption: employee only about $360,933 at 4% or $240,622 at 6%; with 50% employer match about $240,622 at 4% or $160,415 at 6%; with 100% employer match about $180,467 at 4% or $120,311 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$1,986,394$86,624$14,437iApproximate average salary by contribution assumption: employee only about $360,933 at 4% or $240,622 at 6%; with 50% employer match about $240,622 at 4% or $160,415 at 6%; with 100% employer match about $180,467 at 4% or $120,311 at 6%.
202016$1,550,145$86,118$14,353iApproximate average salary by contribution assumption: employee only about $358,825 at 4% or $239,217 at 6%; with 50% employer match about $239,217 at 4% or $159,478 at 6%; with 100% employer match about $179,413 at 4% or $119,608 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$1,550,145$86,118$14,353iApproximate average salary by contribution assumption: employee only about $358,825 at 4% or $239,217 at 6%; with 50% employer match about $239,217 at 4% or $159,478 at 6%; with 100% employer match about $179,413 at 4% or $119,608 at 6%.
201916$1,133,780$86,637$14,440iApproximate average salary by contribution assumption: employee only about $360,988 at 4% or $240,658 at 6%; with 50% employer match about $240,658 at 4% or $160,439 at 6%; with 100% employer match about $180,494 at 4% or $120,329 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$1,133,780$86,637$14,440iApproximate average salary by contribution assumption: employee only about $360,988 at 4% or $240,658 at 6%; with 50% employer match about $240,658 at 4% or $160,439 at 6%; with 100% employer match about $180,494 at 4% or $120,329 at 6%.
201816$870,472$79,202$13,200iApproximate average salary by contribution assumption: employee only about $330,008 at 4% or $220,006 at 6%; with 50% employer match about $220,006 at 4% or $146,670 at 6%; with 100% employer match about $165,004 at 4% or $110,003 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$870,472$79,202$13,200iApproximate average salary by contribution assumption: employee only about $330,008 at 4% or $220,006 at 6%; with 50% employer match about $220,006 at 4% or $146,670 at 6%; with 100% employer match about $165,004 at 4% or $110,003 at 6%.
201716$848,629$75,376$12,563iApproximate average salary by contribution assumption: employee only about $314,067 at 4% or $209,378 at 6%; with 50% employer match about $209,378 at 4% or $139,585 at 6%; with 100% employer match about $157,033 at 4% or $104,689 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$848,629$75,376$12,563iApproximate average salary by contribution assumption: employee only about $314,067 at 4% or $209,378 at 6%; with 50% employer match about $209,378 at 4% or $139,585 at 6%; with 100% employer match about $157,033 at 4% or $104,689 at 6%.
201616$633,282$73,414$12,236iApproximate average salary by contribution assumption: employee only about $305,892 at 4% or $203,928 at 6%; with 50% employer match about $203,928 at 4% or $135,952 at 6%; with 100% employer match about $152,946 at 4% or $101,964 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$633,282$73,414$12,236iApproximate average salary by contribution assumption: employee only about $305,892 at 4% or $203,928 at 6%; with 50% employer match about $203,928 at 4% or $135,952 at 6%; with 100% employer match about $152,946 at 4% or $101,964 at 6%.
201516$519,214$66,046$11,008iApproximate average salary by contribution assumption: employee only about $275,192 at 4% or $183,461 at 6%; with 50% employer match about $183,461 at 4% or $122,307 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$519,214$66,046$11,008iApproximate average salary by contribution assumption: employee only about $275,192 at 4% or $183,461 at 6%; with 50% employer match about $183,461 at 4% or $122,307 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
201416$451,948$54,380$9,063iApproximate average salary by contribution assumption: employee only about $226,583 at 4% or $151,056 at 6%; with 50% employer match about $151,056 at 4% or $100,704 at 6%; with 100% employer match about $113,292 at 4% or $75,528 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$451,948$54,380$9,063iApproximate average salary by contribution assumption: employee only about $226,583 at 4% or $151,056 at 6%; with 50% employer match about $151,056 at 4% or $100,704 at 6%; with 100% employer match about $113,292 at 4% or $75,528 at 6%.
201315$375,620$35,160$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-5$375,620$35,160$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
201215$283,342$52,710$10,542iApproximate average salary by contribution assumption: employee only about $263,550 at 4% or $175,700 at 6%; with 50% employer match about $175,700 at 4% or $117,133 at 6%; with 100% employer match about $131,775 at 4% or $87,850 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-5$283,342$52,710$10,542iApproximate average salary by contribution assumption: employee only about $263,550 at 4% or $175,700 at 6%; with 50% employer match about $175,700 at 4% or $117,133 at 6%; with 100% employer match about $131,775 at 4% or $87,850 at 6%.
201116$212,442$21,932$3,655iApproximate average salary by contribution assumption: employee only about $91,383 at 4% or $60,922 at 6%; with 50% employer match about $60,922 at 4% or $40,615 at 6%; with 100% employer match about $45,692 at 4% or $30,461 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-6$212,442$21,932$3,655iApproximate average salary by contribution assumption: employee only about $91,383 at 4% or $60,922 at 6%; with 50% employer match about $60,922 at 4% or $40,615 at 6%; with 100% employer match about $45,692 at 4% or $30,461 at 6%.
201014$207,163$19,416$4,854iApproximate average salary by contribution assumption: employee only about $121,350 at 4% or $80,900 at 6%; with 50% employer match about $80,900 at 4% or $53,933 at 6%; with 100% employer match about $60,675 at 4% or $40,450 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-4$207,163$19,416$4,854iApproximate average salary by contribution assumption: employee only about $121,350 at 4% or $80,900 at 6%; with 50% employer match about $80,900 at 4% or $53,933 at 6%; with 100% employer match about $60,675 at 4% or $40,450 at 6%.
200914$189,882$26,738$6,685iApproximate average salary by contribution assumption: employee only about $167,113 at 4% or $111,408 at 6%; with 50% employer match about $111,408 at 4% or $74,272 at 6%; with 100% employer match about $83,556 at 4% or $55,704 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-4$189,882$26,738$6,685iApproximate average salary by contribution assumption: employee only about $167,113 at 4% or $111,408 at 6%; with 50% employer match about $111,408 at 4% or $74,272 at 6%; with 100% employer match about $83,556 at 4% or $55,704 at 6%.
200814$183,559$275,236$68,809iApproximate average salary by contribution assumption: employee only about $1,720,225 at 4% or $1,146,817 at 6%; with 50% employer match about $1,146,817 at 4% or $764,544 at 6%; with 100% employer match about $860,113 at 4% or $573,408 at 6%.
Oertel Koonts & Oertel PLLC 401K Plan-4$183,559$275,236$68,809iApproximate average salary by contribution assumption: employee only about $1,720,225 at 4% or $1,146,817 at 6%; with 50% employer match about $1,146,817 at 4% or $764,544 at 6%; with 100% employer match about $860,113 at 4% or $573,408 at 6%.