Civic Intelligence

Ogletree'S Inc.

Plan context: Ogletree'S Inc. 401(K) Profit Sharing Plan

EIN 26-1484870 • St Helena, CA • 17 filings • 2 plans

935 Vintage AveSt Helena, CA 94574
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$2,840,196

2024 Contributions

$182,619

Historical Graphs

Total Assets Over Time

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

$2,840,196$1,420,098$0200820162024YearValue
$2,840,196Latest year 2024

Participants Over Time

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

65330200820162024YearValue
65Latest 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
2024165$2,840,196$182,619$2,810iApproximate average salary by contribution assumption: employee only about $70,238 at 4% or $46,825 at 6%; with 50% employer match about $46,825 at 4% or $31,217 at 6%; with 100% employer match about $35,119 at 4% or $23,413 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-65$2,840,196$182,619$2,810iApproximate average salary by contribution assumption: employee only about $70,238 at 4% or $46,825 at 6%; with 50% employer match about $46,825 at 4% or $31,217 at 6%; with 100% employer match about $35,119 at 4% or $23,413 at 6%.
2023157$2,415,884$205,627$3,607iApproximate average salary by contribution assumption: employee only about $90,187 at 4% or $60,125 at 6%; with 50% employer match about $60,125 at 4% or $40,083 at 6%; with 100% employer match about $45,094 at 4% or $30,062 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-57$2,415,884$205,627$3,607iApproximate average salary by contribution assumption: employee only about $90,187 at 4% or $60,125 at 6%; with 50% employer match about $60,125 at 4% or $40,083 at 6%; with 100% employer match about $45,094 at 4% or $30,062 at 6%.
2022155$1,878,584$67,195$1,222iApproximate average salary by contribution assumption: employee only about $30,543 at 4% or $20,362 at 6%; with 50% employer match about $20,362 at 4% or $13,575 at 6%; with 100% employer match about $15,272 at 4% or $10,181 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-55$1,878,584$67,195$1,222iApproximate average salary by contribution assumption: employee only about $30,543 at 4% or $20,362 at 6%; with 50% employer match about $20,362 at 4% or $13,575 at 6%; with 100% employer match about $15,272 at 4% or $10,181 at 6%.
2021158$2,265,791$137,275$2,367iApproximate average salary by contribution assumption: employee only about $59,170 at 4% or $39,447 at 6%; with 50% employer match about $39,447 at 4% or $26,298 at 6%; with 100% employer match about $29,585 at 4% or $19,723 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-58$2,265,791$137,275$2,367iApproximate average salary by contribution assumption: employee only about $59,170 at 4% or $39,447 at 6%; with 50% employer match about $39,447 at 4% or $26,298 at 6%; with 100% employer match about $29,585 at 4% or $19,723 at 6%.
2020165$2,262,193$135,940$2,091iApproximate average salary by contribution assumption: employee only about $52,285 at 4% or $34,856 at 6%; with 50% employer match about $34,856 at 4% or $23,238 at 6%; with 100% employer match about $26,142 at 4% or $17,428 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-65$2,262,193$135,940$2,091iApproximate average salary by contribution assumption: employee only about $52,285 at 4% or $34,856 at 6%; with 50% employer match about $34,856 at 4% or $23,238 at 6%; with 100% employer match about $26,142 at 4% or $17,428 at 6%.
2019162$2,140,314$188,978$3,048iApproximate average salary by contribution assumption: employee only about $76,201 at 4% or $50,801 at 6%; with 50% employer match about $50,801 at 4% or $33,867 at 6%; with 100% employer match about $38,100 at 4% or $25,400 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-62$2,140,314$188,978$3,048iApproximate average salary by contribution assumption: employee only about $76,201 at 4% or $50,801 at 6%; with 50% employer match about $50,801 at 4% or $33,867 at 6%; with 100% employer match about $38,100 at 4% or $25,400 at 6%.
2018164$1,780,978$133,934$2,093iApproximate average salary by contribution assumption: employee only about $52,318 at 4% or $34,879 at 6%; with 50% employer match about $34,879 at 4% or $23,252 at 6%; with 100% employer match about $26,159 at 4% or $17,439 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-64$1,780,978$133,934$2,093iApproximate average salary by contribution assumption: employee only about $52,318 at 4% or $34,879 at 6%; with 50% employer match about $34,879 at 4% or $23,252 at 6%; with 100% employer match about $26,159 at 4% or $17,439 at 6%.
2017165$2,203,468$122,327$1,882iApproximate average salary by contribution assumption: employee only about $47,049 at 4% or $31,366 at 6%; with 50% employer match about $31,366 at 4% or $20,911 at 6%; with 100% employer match about $23,524 at 4% or $15,683 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-65$2,203,468$122,327$1,882iApproximate average salary by contribution assumption: employee only about $47,049 at 4% or $31,366 at 6%; with 50% employer match about $31,366 at 4% or $20,911 at 6%; with 100% employer match about $23,524 at 4% or $15,683 at 6%.
2016157$1,908,544$165,005$2,895iApproximate average salary by contribution assumption: employee only about $72,371 at 4% or $48,247 at 6%; with 50% employer match about $48,247 at 4% or $32,165 at 6%; with 100% employer match about $36,185 at 4% or $24,124 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-57$1,908,544$165,005$2,895iApproximate average salary by contribution assumption: employee only about $72,371 at 4% or $48,247 at 6%; with 50% employer match about $48,247 at 4% or $32,165 at 6%; with 100% employer match about $36,185 at 4% or $24,124 at 6%.
2015159$1,785,843$114,497$1,941iApproximate average salary by contribution assumption: employee only about $48,516 at 4% or $32,344 at 6%; with 50% employer match about $32,344 at 4% or $21,563 at 6%; with 100% employer match about $24,258 at 4% or $16,172 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-59$1,785,843$114,497$1,941iApproximate average salary by contribution assumption: employee only about $48,516 at 4% or $32,344 at 6%; with 50% employer match about $32,344 at 4% or $21,563 at 6%; with 100% employer match about $24,258 at 4% or $16,172 at 6%.
2014159$1,879,335$111,659$1,893iApproximate average salary by contribution assumption: employee only about $47,313 at 4% or $31,542 at 6%; with 50% employer match about $31,542 at 4% or $21,028 at 6%; with 100% employer match about $23,657 at 4% or $15,771 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-59$1,879,335$111,659$1,893iApproximate average salary by contribution assumption: employee only about $47,313 at 4% or $31,542 at 6%; with 50% employer match about $31,542 at 4% or $21,028 at 6%; with 100% employer match about $23,657 at 4% or $15,771 at 6%.
2013160$1,744,464$64,926$1,082iApproximate average salary by contribution assumption: employee only about $27,052 at 4% or $18,035 at 6%; with 50% employer match about $18,035 at 4% or $12,023 at 6%; with 100% employer match about $13,526 at 4% or $9,018 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-60$1,744,464$64,926$1,082iApproximate average salary by contribution assumption: employee only about $27,052 at 4% or $18,035 at 6%; with 50% employer match about $18,035 at 4% or $12,023 at 6%; with 100% employer match about $13,526 at 4% or $9,018 at 6%.
2012158$1,869,478$87,049$1,501iApproximate average salary by contribution assumption: employee only about $37,521 at 4% or $25,014 at 6%; with 50% employer match about $25,014 at 4% or $16,676 at 6%; with 100% employer match about $18,761 at 4% or $12,507 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-58$1,869,478$87,049$1,501iApproximate average salary by contribution assumption: employee only about $37,521 at 4% or $25,014 at 6%; with 50% employer match about $25,014 at 4% or $16,676 at 6%; with 100% employer match about $18,761 at 4% or $12,507 at 6%.
2011156$1,881,157$32,613$582iApproximate average salary by contribution assumption: employee only about $14,559 at 4% or $9,706 at 6%; with 50% employer match about $9,706 at 4% or $6,471 at 6%; with 100% employer match about $7,280 at 4% or $4,853 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-56$1,881,157$32,613$582iApproximate average salary by contribution assumption: employee only about $14,559 at 4% or $9,706 at 6%; with 50% employer match about $9,706 at 4% or $6,471 at 6%; with 100% employer match about $7,280 at 4% or $4,853 at 6%.
2010159$2,029,590$56,797$963iApproximate average salary by contribution assumption: employee only about $24,067 at 4% or $16,044 at 6%; with 50% employer match about $16,044 at 4% or $10,696 at 6%; with 100% employer match about $12,033 at 4% or $8,022 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-59$2,029,590$56,797$963iApproximate average salary by contribution assumption: employee only about $24,067 at 4% or $16,044 at 6%; with 50% employer match about $16,044 at 4% or $10,696 at 6%; with 100% employer match about $12,033 at 4% or $8,022 at 6%.
2009163$2,079,088$393,894$6,252iApproximate average salary by contribution assumption: employee only about $156,307 at 4% or $104,205 at 6%; with 50% employer match about $104,205 at 4% or $69,470 at 6%; with 100% employer match about $78,154 at 4% or $52,102 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-63$2,079,088$393,894$6,252iApproximate average salary by contribution assumption: employee only about $156,307 at 4% or $104,205 at 6%; with 50% employer match about $104,205 at 4% or $69,470 at 6%; with 100% employer match about $78,154 at 4% or $52,102 at 6%.
2008136$1,802,210$180,580$5,016iApproximate average salary by contribution assumption: employee only about $125,403 at 4% or $83,602 at 6%; with 50% employer match about $83,602 at 4% or $55,735 at 6%; with 100% employer match about $62,701 at 4% or $41,801 at 6%.
Ogletree'S Inc. 401(K) Profit Sharing Plan-36$1,802,210$180,580$5,016iApproximate average salary by contribution assumption: employee only about $125,403 at 4% or $83,602 at 6%; with 50% employer match about $83,602 at 4% or $55,735 at 6%; with 100% employer match about $62,701 at 4% or $41,801 at 6%.