O'Connor Financial Services
Plan context: Ofs LLC 401(K) Plan
EIN 26-3323351 • Spring, TX • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,554,039
2024 Contributions
$144,720
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,554,039 | $144,720 | $24,120iApproximate average salary by contribution assumption: employee only about $603,000 at 4% or $402,000 at 6%; with 50% employer match about $402,000 at 4% or $268,000 at 6%; with 100% employer match about $301,500 at 4% or $201,000 at 6%. |
| Ofs LLC 401(K) Plan | - | 6 | $1,554,039 | $144,720 | $24,120iApproximate average salary by contribution assumption: employee only about $603,000 at 4% or $402,000 at 6%; with 50% employer match about $402,000 at 4% or $268,000 at 6%; with 100% employer match about $301,500 at 4% or $201,000 at 6%. |
| 2023 | 1 | 8 | $1,455,961 | $112,338 | $14,042iApproximate average salary by contribution assumption: employee only about $351,056 at 4% or $234,038 at 6%; with 50% employer match about $234,038 at 4% or $156,025 at 6%; with 100% employer match about $175,528 at 4% or $117,019 at 6%. |
| Ofs LLC 401(K) Plan | - | 8 | $1,455,961 | $112,338 | $14,042iApproximate average salary by contribution assumption: employee only about $351,056 at 4% or $234,038 at 6%; with 50% employer match about $234,038 at 4% or $156,025 at 6%; with 100% employer match about $175,528 at 4% or $117,019 at 6%. |
| 2022 | 1 | 6 | $1,140,189 | $122,639 | $20,440iApproximate average salary by contribution assumption: employee only about $510,996 at 4% or $340,664 at 6%; with 50% employer match about $340,664 at 4% or $227,109 at 6%; with 100% employer match about $255,498 at 4% or $170,332 at 6%. |
| Ofs LLC 401(K) Plan | - | 6 | $1,140,189 | $122,639 | $20,440iApproximate average salary by contribution assumption: employee only about $510,996 at 4% or $340,664 at 6%; with 50% employer match about $340,664 at 4% or $227,109 at 6%; with 100% employer match about $255,498 at 4% or $170,332 at 6%. |
| 2021 | 1 | 6 | $1,255,548 | $110,541 | $18,424iApproximate average salary by contribution assumption: employee only about $460,588 at 4% or $307,058 at 6%; with 50% employer match about $307,058 at 4% or $204,706 at 6%; with 100% employer match about $230,294 at 4% or $153,529 at 6%. |
| Ofs LLC 401(K) Plan | - | 6 | $1,255,548 | $110,541 | $18,424iApproximate average salary by contribution assumption: employee only about $460,588 at 4% or $307,058 at 6%; with 50% employer match about $307,058 at 4% or $204,706 at 6%; with 100% employer match about $230,294 at 4% or $153,529 at 6%. |
| 2020 | 1 | 5 | $974,469 | $187,717 | $37,543iApproximate average salary by contribution assumption: employee only about $938,585 at 4% or $625,723 at 6%; with 50% employer match about $625,723 at 4% or $417,149 at 6%; with 100% employer match about $469,293 at 4% or $312,862 at 6%. |
| Ofs LLC 401(K) Plan | - | 5 | $974,469 | $187,717 | $37,543iApproximate average salary by contribution assumption: employee only about $938,585 at 4% or $625,723 at 6%; with 50% employer match about $625,723 at 4% or $417,149 at 6%; with 100% employer match about $469,293 at 4% or $312,862 at 6%. |
| 2019 | 1 | 6 | $865,172 | $79,449 | $13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%. |
| Ofs LLC 401(K) Plan | - | 6 | $865,172 | $79,449 | $13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%. |
| 2018 | 1 | 5 | $643,878 | $294,857 | $58,971iApproximate average salary by contribution assumption: employee only about $1,474,285 at 4% or $982,857 at 6%; with 50% employer match about $982,857 at 4% or $655,238 at 6%; with 100% employer match about $737,143 at 4% or $491,428 at 6%. |
| Ofs LLC 401(K) Plan | - | 5 | $643,878 | $294,857 | $58,971iApproximate average salary by contribution assumption: employee only about $1,474,285 at 4% or $982,857 at 6%; with 50% employer match about $982,857 at 4% or $655,238 at 6%; with 100% employer match about $737,143 at 4% or $491,428 at 6%. |
| 2017 | 1 | 4 | $418,630 | $204,625 | $51,156iApproximate average salary by contribution assumption: employee only about $1,278,906 at 4% or $852,604 at 6%; with 50% employer match about $852,604 at 4% or $568,403 at 6%; with 100% employer match about $639,453 at 4% or $426,302 at 6%. |
| Ofs LLC 401(K) Plan | - | 4 | $418,630 | $204,625 | $51,156iApproximate average salary by contribution assumption: employee only about $1,278,906 at 4% or $852,604 at 6%; with 50% employer match about $852,604 at 4% or $568,403 at 6%; with 100% employer match about $639,453 at 4% or $426,302 at 6%. |
| 2016 | 1 | 1 | $161,476 | $40,058 | $40,058iApproximate average salary by contribution assumption: employee only about $1,001,450 at 4% or $667,633 at 6%; with 50% employer match about $667,633 at 4% or $445,089 at 6%; with 100% employer match about $500,725 at 4% or $333,817 at 6%. |
| Ofs LLC 401(K) Plan | - | 1 | $161,476 | $40,058 | $40,058iApproximate average salary by contribution assumption: employee only about $1,001,450 at 4% or $667,633 at 6%; with 50% employer match about $667,633 at 4% or $445,089 at 6%; with 100% employer match about $500,725 at 4% or $333,817 at 6%. |
| 2015 | 1 | 3 | $110,429 | $32,471 | $10,824iApproximate average salary by contribution assumption: employee only about $270,592 at 4% or $180,394 at 6%; with 50% employer match about $180,394 at 4% or $120,263 at 6%; with 100% employer match about $135,296 at 4% or $90,197 at 6%. |
| Ofs LLC 401(K) Plan | - | 3 | $110,429 | $32,471 | $10,824iApproximate average salary by contribution assumption: employee only about $270,592 at 4% or $180,394 at 6%; with 50% employer match about $180,394 at 4% or $120,263 at 6%; with 100% employer match about $135,296 at 4% or $90,197 at 6%. |
| 2014 | 1 | 2 | $76,749 | $35,495 | $17,748iApproximate average salary by contribution assumption: employee only about $443,688 at 4% or $295,792 at 6%; with 50% employer match about $295,792 at 4% or $197,194 at 6%; with 100% employer match about $221,844 at 4% or $147,896 at 6%. |
| Ofs LLC 401(K) Plan | - | 2 | $76,749 | $35,495 | $17,748iApproximate average salary by contribution assumption: employee only about $443,688 at 4% or $295,792 at 6%; with 50% employer match about $295,792 at 4% or $197,194 at 6%; with 100% employer match about $221,844 at 4% or $147,896 at 6%. |
| 2013 | 1 | 2 | $39,962 | $36,371 | $18,186iApproximate average salary by contribution assumption: employee only about $454,638 at 4% or $303,092 at 6%; with 50% employer match about $303,092 at 4% or $202,061 at 6%; with 100% employer match about $227,319 at 4% or $151,546 at 6%. |
| Ofs LLC 401(K) Plan | - | 2 | $39,962 | $36,371 | $18,186iApproximate average salary by contribution assumption: employee only about $454,638 at 4% or $303,092 at 6%; with 50% employer match about $303,092 at 4% or $202,061 at 6%; with 100% employer match about $227,319 at 4% or $151,546 at 6%. |