Civic Intelligence

Owens Harkey & Associates LLC

Plan context: Oh Partners Retirement Plan

EIN 26-2454801 • Phoenix, AZ • 10 filings • 2 plans

3550 N Central Ave Ste 1500Phoenix, AZ 85012-2112
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$8,410,513

2024 Contributions

$1,203,300

Historical Graphs

Total Assets Over Time

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

$8,410,513$4,205,257$0201720212024YearValue
$8,410,513Latest year 2024

Participants Over Time

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

134670201720212024YearValue
74Latest 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
2024174$8,410,513$1,203,300$16,261iApproximate average salary by contribution assumption: employee only about $406,520 at 4% or $271,014 at 6%; with 50% employer match about $271,014 at 4% or $180,676 at 6%; with 100% employer match about $203,260 at 4% or $135,507 at 6%.
Oh Partners Retirement Plan-74$8,410,513$1,203,300$16,261iApproximate average salary by contribution assumption: employee only about $406,520 at 4% or $271,014 at 6%; with 50% employer match about $271,014 at 4% or $180,676 at 6%; with 100% employer match about $203,260 at 4% or $135,507 at 6%.
20231101$6,822,563$1,197,035$11,852iApproximate average salary by contribution assumption: employee only about $296,296 at 4% or $197,531 at 6%; with 50% employer match about $197,531 at 4% or $131,687 at 6%; with 100% employer match about $148,148 at 4% or $98,765 at 6%.
Oh Partners Retirement Plan-101$6,822,563$1,197,035$11,852iApproximate average salary by contribution assumption: employee only about $296,296 at 4% or $197,531 at 6%; with 50% employer match about $197,531 at 4% or $131,687 at 6%; with 100% employer match about $148,148 at 4% or $98,765 at 6%.
20221116$5,150,278$1,452,723$12,523iApproximate average salary by contribution assumption: employee only about $313,087 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,543 at 4% or $104,362 at 6%.
Oh Partners Retirement Plan-116$5,150,278$1,452,723$12,523iApproximate average salary by contribution assumption: employee only about $313,087 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,543 at 4% or $104,362 at 6%.
20211100$4,887,855$691,967$6,920iApproximate average salary by contribution assumption: employee only about $172,992 at 4% or $115,328 at 6%; with 50% employer match about $115,328 at 4% or $76,885 at 6%; with 100% employer match about $86,496 at 4% or $57,664 at 6%.
Oh Partners Retirement Plan-100$4,887,855$691,967$6,920iApproximate average salary by contribution assumption: employee only about $172,992 at 4% or $115,328 at 6%; with 50% employer match about $115,328 at 4% or $76,885 at 6%; with 100% employer match about $86,496 at 4% or $57,664 at 6%.
2020296$4,233,526$828,019$8,625iApproximate average salary by contribution assumption: employee only about $215,630 at 4% or $143,753 at 6%; with 50% employer match about $143,753 at 4% or $95,836 at 6%; with 100% employer match about $107,815 at 4% or $71,877 at 6%.
Oh Partners Retirement Plan-96$4,233,526$828,019$8,625iApproximate average salary by contribution assumption: employee only about $215,630 at 4% or $143,753 at 6%; with 50% employer match about $143,753 at 4% or $95,836 at 6%; with 100% employer match about $107,815 at 4% or $71,877 at 6%.
OWENS HARKEY & ASSOCIATES, LLC HEALTH AND WELFARE BENEFITS PLAN-87---
20192134$3,363,170$2,173,853$16,223iApproximate average salary by contribution assumption: employee only about $405,570 at 4% or $270,380 at 6%; with 50% employer match about $270,380 at 4% or $180,253 at 6%; with 100% employer match about $202,785 at 4% or $135,190 at 6%.
Oh Partners Retirement Plan-134$3,363,170$2,173,853$16,223iApproximate average salary by contribution assumption: employee only about $405,570 at 4% or $270,380 at 6%; with 50% employer match about $270,380 at 4% or $180,253 at 6%; with 100% employer match about $202,785 at 4% or $135,190 at 6%.
OWENS HARKEY & ASSOCIATES, LLC HEALTH AND WELFARE BENEFITS PLAN-118---
20181119$928,298$757,602$6,366iApproximate average salary by contribution assumption: employee only about $159,160 at 4% or $106,107 at 6%; with 50% employer match about $106,107 at 4% or $70,738 at 6%; with 100% employer match about $79,580 at 4% or $53,053 at 6%.
Oh Partners Retirement Plan-119$928,298$757,602$6,366iApproximate average salary by contribution assumption: employee only about $159,160 at 4% or $106,107 at 6%; with 50% employer match about $106,107 at 4% or $70,738 at 6%; with 100% employer match about $79,580 at 4% or $53,053 at 6%.
2017184$255,958$250,875$2,987iApproximate average salary by contribution assumption: employee only about $74,665 at 4% or $49,777 at 6%; with 50% employer match about $49,777 at 4% or $33,185 at 6%; with 100% employer match about $37,333 at 4% or $24,888 at 6%.
Oh Partners Retirement Plan-84$255,958$250,875$2,987iApproximate average salary by contribution assumption: employee only about $74,665 at 4% or $49,777 at 6%; with 50% employer match about $49,777 at 4% or $33,185 at 6%; with 100% employer match about $37,333 at 4% or $24,888 at 6%.