Civic Intelligence

Ontraport Inc.

Plan context: Ontraport Inc. 401(K) Plan

EIN 27-4412874 • Santa Barbara, CA • 13 filings • 2 plans

2040 Alameda Padre Serra Ste 220Santa Barbara, CA 93103-1760
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$3,572,722

2024 Contributions

$765,416

Historical Graphs

Total Assets Over Time

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

$3,572,722$1,786,361$0201620202024YearValue
$3,572,722Latest year 2024

Participants Over Time

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

125630201620202024YearValue
75Latest 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
2024275$3,572,722$765,416$10,206iApproximate average salary by contribution assumption: employee only about $255,139 at 4% or $170,092 at 6%; with 50% employer match about $170,092 at 4% or $113,395 at 6%; with 100% employer match about $127,569 at 4% or $85,046 at 6%.
Ontraport Inc. 401(K) Plan-75$3,572,722$765,416$10,206iApproximate average salary by contribution assumption: employee only about $255,139 at 4% or $170,092 at 6%; with 50% employer match about $170,092 at 4% or $113,395 at 6%; with 100% employer match about $127,569 at 4% or $85,046 at 6%.
Ontraport Employee Benefits Plan-72---
20232112$2,710,133$642,895$5,740iApproximate average salary by contribution assumption: employee only about $143,503 at 4% or $95,669 at 6%; with 50% employer match about $95,669 at 4% or $63,779 at 6%; with 100% employer match about $71,752 at 4% or $47,834 at 6%.
Ontraport Inc. 401(K) Plan-96$2,710,133$642,895$6,697iApproximate average salary by contribution assumption: employee only about $167,421 at 4% or $111,614 at 6%; with 50% employer match about $111,614 at 4% or $74,409 at 6%; with 100% employer match about $83,710 at 4% or $55,807 at 6%.
Ontraport Employee Benefits Plan-112---
20222113$1,716,450$361,161$3,196iApproximate average salary by contribution assumption: employee only about $79,903 at 4% or $53,269 at 6%; with 50% employer match about $53,269 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
Ontraport Inc. 401(K) Plan-113$1,716,450$361,161$3,196iApproximate average salary by contribution assumption: employee only about $79,903 at 4% or $53,269 at 6%; with 50% employer match about $53,269 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
Ontraport Employee Benefits Plan-112---
20212125$1,815,768$367,867$2,943iApproximate average salary by contribution assumption: employee only about $73,573 at 4% or $49,049 at 6%; with 50% employer match about $49,049 at 4% or $32,699 at 6%; with 100% employer match about $36,787 at 4% or $24,524 at 6%.
Ontraport Inc. 401(K) Plan-54$1,815,768$367,867$6,812iApproximate average salary by contribution assumption: employee only about $170,309 at 4% or $113,539 at 6%; with 50% employer match about $113,539 at 4% or $75,693 at 6%; with 100% employer match about $85,154 at 4% or $56,770 at 6%.
Ontraport Employee Benefits Plan-125---
2020146$1,272,151$287,190$6,243iApproximate average salary by contribution assumption: employee only about $156,082 at 4% or $104,054 at 6%; with 50% employer match about $104,054 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
Ontraport Inc. 401(K) Plan-46$1,272,151$287,190$6,243iApproximate average salary by contribution assumption: employee only about $156,082 at 4% or $104,054 at 6%; with 50% employer match about $104,054 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
2019148$810,083$271,875$5,664iApproximate average salary by contribution assumption: employee only about $141,602 at 4% or $94,401 at 6%; with 50% employer match about $94,401 at 4% or $62,934 at 6%; with 100% employer match about $70,801 at 4% or $47,201 at 6%.
Ontraport Inc. 401(K) Plan-48$810,083$271,875$5,664iApproximate average salary by contribution assumption: employee only about $141,602 at 4% or $94,401 at 6%; with 50% employer match about $94,401 at 4% or $62,934 at 6%; with 100% employer match about $70,801 at 4% or $47,201 at 6%.
2018151$453,689$191,159$3,748iApproximate average salary by contribution assumption: employee only about $93,705 at 4% or $62,470 at 6%; with 50% employer match about $62,470 at 4% or $41,647 at 6%; with 100% employer match about $46,853 at 4% or $31,235 at 6%.
Ontraport Inc. 401(K) Plan-51$453,689$191,159$3,748iApproximate average salary by contribution assumption: employee only about $93,705 at 4% or $62,470 at 6%; with 50% employer match about $62,470 at 4% or $41,647 at 6%; with 100% employer match about $46,853 at 4% or $31,235 at 6%.
2017140$306,331$171,034$4,276iApproximate average salary by contribution assumption: employee only about $106,896 at 4% or $71,264 at 6%; with 50% employer match about $71,264 at 4% or $47,509 at 6%; with 100% employer match about $53,448 at 4% or $35,632 at 6%.
Ontraport Inc. 401(K) Plan-40$306,331$171,034$4,276iApproximate average salary by contribution assumption: employee only about $106,896 at 4% or $71,264 at 6%; with 50% employer match about $71,264 at 4% or $47,509 at 6%; with 100% employer match about $53,448 at 4% or $35,632 at 6%.
2016127$97,201$95,181$3,525iApproximate average salary by contribution assumption: employee only about $88,131 at 4% or $58,754 at 6%; with 50% employer match about $58,754 at 4% or $39,169 at 6%; with 100% employer match about $44,065 at 4% or $29,377 at 6%.
Ontraport Inc. 401(K) Plan-27$97,201$95,181$3,525iApproximate average salary by contribution assumption: employee only about $88,131 at 4% or $58,754 at 6%; with 50% employer match about $58,754 at 4% or $39,169 at 6%; with 100% employer match about $44,065 at 4% or $29,377 at 6%.