O'Kelley & Associates
Plan context: O'Kelley & Associates Profit Sharing Plan
EIN 27-1210317 • 7 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$122,122
2016 Contributions
$1,909
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| O'Kelley & Associates Profit Sharing Plan | - | 0 | - | - | - |
| 2015 | 1 | 4 | $122,122 | $0 | - |
| O'Kelley & Associates Profit Sharing Plan | - | 4 | $122,122 | - | - |
| 2014 | 1 | 7 | $513,862 | $1,909 | $273iApproximate average salary by contribution assumption: employee only about $6,818 at 4% or $4,545 at 6%; with 50% employer match about $4,545 at 4% or $3,030 at 6%; with 100% employer match about $3,409 at 4% or $2,273 at 6%. |
| O'Kelley & Associates Profit Sharing Plan | - | 7 | $513,862 | $1,909 | $273iApproximate average salary by contribution assumption: employee only about $6,818 at 4% or $4,545 at 6%; with 50% employer match about $4,545 at 4% or $3,030 at 6%; with 100% employer match about $3,409 at 4% or $2,273 at 6%. |
| 2013 | 1 | 7 | $868,693 | $5,160 | $737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%. |
| O'Kelley & Associates Profit Sharing Plan | - | 7 | $868,693 | $5,160 | $737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%. |
| 2012 | 1 | 6 | $505,200 | $5,300 | $883iApproximate average salary by contribution assumption: employee only about $22,083 at 4% or $14,722 at 6%; with 50% employer match about $14,722 at 4% or $9,815 at 6%; with 100% employer match about $11,042 at 4% or $7,361 at 6%. |
| O'Kelley & Associates Profit Sharing Plan | - | 6 | $505,200 | $5,300 | $883iApproximate average salary by contribution assumption: employee only about $22,083 at 4% or $14,722 at 6%; with 50% employer match about $14,722 at 4% or $9,815 at 6%; with 100% employer match about $11,042 at 4% or $7,361 at 6%. |
| 2011 | 1 | 4 | $399,180 | $0 | - |
| O'Kelley & Associates Profit Sharing Plan | - | 4 | $399,180 | - | - |
| 2010 | 1 | 4 | $290,655 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| O'Kelley & Associates Profit Sharing Plan | - | 4 | $290,655 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |