Civic Intelligence

The All Occasions Group Inc.

Plan context: The All Occasions 401K Profit Sharing Plan and T Rust

EIN 31-0965306 • Cincinnati, OH • 26 filings • 6 plans

10629 Reading RoadCincinnati, OH 45241-2526
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$2,988,834

2024 Contributions

$501,189

Historical Graphs

Total Assets Over Time

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

$2,988,834$1,494,417$0199920122024YearValue
$2,988,834Latest year 2024

Participants Over Time

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

54270199920122024YearValue
53Latest 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
2024153$2,988,834$501,189$9,456iApproximate average salary by contribution assumption: employee only about $236,410 at 4% or $157,607 at 6%; with 50% employer match about $157,607 at 4% or $105,071 at 6%; with 100% employer match about $118,205 at 4% or $78,803 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-53$2,988,834$501,189$9,456iApproximate average salary by contribution assumption: employee only about $236,410 at 4% or $157,607 at 6%; with 50% employer match about $157,607 at 4% or $105,071 at 6%; with 100% employer match about $118,205 at 4% or $78,803 at 6%.
2023143$2,218,755$222,302$5,170iApproximate average salary by contribution assumption: employee only about $129,245 at 4% or $86,164 at 6%; with 50% employer match about $86,164 at 4% or $57,442 at 6%; with 100% employer match about $64,623 at 4% or $43,082 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-43$2,218,755$222,302$5,170iApproximate average salary by contribution assumption: employee only about $129,245 at 4% or $86,164 at 6%; with 50% employer match about $86,164 at 4% or $57,442 at 6%; with 100% employer match about $64,623 at 4% or $43,082 at 6%.
2022142$1,727,451$220,963$5,261iApproximate average salary by contribution assumption: employee only about $131,526 at 4% or $87,684 at 6%; with 50% employer match about $87,684 at 4% or $58,456 at 6%; with 100% employer match about $65,763 at 4% or $43,842 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-42$1,727,451$220,963$5,261iApproximate average salary by contribution assumption: employee only about $131,526 at 4% or $87,684 at 6%; with 50% employer match about $87,684 at 4% or $58,456 at 6%; with 100% employer match about $65,763 at 4% or $43,842 at 6%.
2021144$1,975,889$258,875$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-44$1,975,889$258,875$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
2020150$1,554,302$133,443$2,669iApproximate average salary by contribution assumption: employee only about $66,722 at 4% or $44,481 at 6%; with 50% employer match about $44,481 at 4% or $29,654 at 6%; with 100% employer match about $33,361 at 4% or $22,241 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-50$1,554,302$133,443$2,669iApproximate average salary by contribution assumption: employee only about $66,722 at 4% or $44,481 at 6%; with 50% employer match about $44,481 at 4% or $29,654 at 6%; with 100% employer match about $33,361 at 4% or $22,241 at 6%.
2019154$2,586,330$222,762$4,125iApproximate average salary by contribution assumption: employee only about $103,131 at 4% or $68,754 at 6%; with 50% employer match about $68,754 at 4% or $45,836 at 6%; with 100% employer match about $51,565 at 4% or $34,377 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-54$2,586,330$222,762$4,125iApproximate average salary by contribution assumption: employee only about $103,131 at 4% or $68,754 at 6%; with 50% employer match about $68,754 at 4% or $45,836 at 6%; with 100% employer match about $51,565 at 4% or $34,377 at 6%.
2018149$2,023,487$171,263$3,495iApproximate average salary by contribution assumption: employee only about $87,379 at 4% or $58,253 at 6%; with 50% employer match about $58,253 at 4% or $38,835 at 6%; with 100% employer match about $43,690 at 4% or $29,126 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-49$2,023,487$171,263$3,495iApproximate average salary by contribution assumption: employee only about $87,379 at 4% or $58,253 at 6%; with 50% employer match about $58,253 at 4% or $38,835 at 6%; with 100% employer match about $43,690 at 4% or $29,126 at 6%.
2017143$2,103,463$149,685$3,481iApproximate average salary by contribution assumption: employee only about $87,026 at 4% or $58,017 at 6%; with 50% employer match about $58,017 at 4% or $38,678 at 6%; with 100% employer match about $43,513 at 4% or $29,009 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-43$2,103,463$149,685$3,481iApproximate average salary by contribution assumption: employee only about $87,026 at 4% or $58,017 at 6%; with 50% employer match about $58,017 at 4% or $38,678 at 6%; with 100% employer match about $43,513 at 4% or $29,009 at 6%.
2016139$1,718,211$150,042$3,847iApproximate average salary by contribution assumption: employee only about $96,181 at 4% or $64,121 at 6%; with 50% employer match about $64,121 at 4% or $42,747 at 6%; with 100% employer match about $48,090 at 4% or $32,060 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-39$1,718,211$150,042$3,847iApproximate average salary by contribution assumption: employee only about $96,181 at 4% or $64,121 at 6%; with 50% employer match about $64,121 at 4% or $42,747 at 6%; with 100% employer match about $48,090 at 4% or $32,060 at 6%.
2015137$1,495,469$75,577$2,043iApproximate average salary by contribution assumption: employee only about $51,066 at 4% or $34,044 at 6%; with 50% employer match about $34,044 at 4% or $22,696 at 6%; with 100% employer match about $25,533 at 4% or $17,022 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-37$1,495,469$75,577$2,043iApproximate average salary by contribution assumption: employee only about $51,066 at 4% or $34,044 at 6%; with 50% employer match about $34,044 at 4% or $22,696 at 6%; with 100% employer match about $25,533 at 4% or $17,022 at 6%.
2014129$1,490,499$46,268$1,595iApproximate average salary by contribution assumption: employee only about $39,886 at 4% or $26,591 at 6%; with 50% employer match about $26,591 at 4% or $17,727 at 6%; with 100% employer match about $19,943 at 4% or $13,295 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-29$1,490,499$46,268$1,595iApproximate average salary by contribution assumption: employee only about $39,886 at 4% or $26,591 at 6%; with 50% employer match about $26,591 at 4% or $17,727 at 6%; with 100% employer match about $19,943 at 4% or $13,295 at 6%.
2013127$1,519,827$59,470$2,203iApproximate average salary by contribution assumption: employee only about $55,065 at 4% or $36,710 at 6%; with 50% employer match about $36,710 at 4% or $24,473 at 6%; with 100% employer match about $27,532 at 4% or $18,355 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-27$1,519,827$59,470$2,203iApproximate average salary by contribution assumption: employee only about $55,065 at 4% or $36,710 at 6%; with 50% employer match about $36,710 at 4% or $24,473 at 6%; with 100% employer match about $27,532 at 4% or $18,355 at 6%.
2012129$1,228,641$67,301$2,321iApproximate average salary by contribution assumption: employee only about $58,018 at 4% or $38,679 at 6%; with 50% employer match about $38,679 at 4% or $25,786 at 6%; with 100% employer match about $29,009 at 4% or $19,339 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-29$1,228,641$67,301$2,321iApproximate average salary by contribution assumption: employee only about $58,018 at 4% or $38,679 at 6%; with 50% employer match about $38,679 at 4% or $25,786 at 6%; with 100% employer match about $29,009 at 4% or $19,339 at 6%.
2011126$1,034,108$75,459$2,902iApproximate average salary by contribution assumption: employee only about $72,557 at 4% or $48,371 at 6%; with 50% employer match about $48,371 at 4% or $32,247 at 6%; with 100% employer match about $36,278 at 4% or $24,186 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-26$1,034,108$75,459$2,902iApproximate average salary by contribution assumption: employee only about $72,557 at 4% or $48,371 at 6%; with 50% employer match about $48,371 at 4% or $32,247 at 6%; with 100% employer match about $36,278 at 4% or $24,186 at 6%.
2010124$1,064,075$55,029$2,293iApproximate average salary by contribution assumption: employee only about $57,322 at 4% or $38,215 at 6%; with 50% employer match about $38,215 at 4% or $25,476 at 6%; with 100% employer match about $28,661 at 4% or $19,107 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-24$1,064,075$55,029$2,293iApproximate average salary by contribution assumption: employee only about $57,322 at 4% or $38,215 at 6%; with 50% employer match about $38,215 at 4% or $25,476 at 6%; with 100% employer match about $28,661 at 4% or $19,107 at 6%.
2009127$1,106,660$78,872$2,921iApproximate average salary by contribution assumption: employee only about $73,030 at 4% or $48,686 at 6%; with 50% employer match about $48,686 at 4% or $32,458 at 6%; with 100% employer match about $36,515 at 4% or $24,343 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-27$1,106,660$78,872$2,921iApproximate average salary by contribution assumption: employee only about $73,030 at 4% or $48,686 at 6%; with 50% employer match about $48,686 at 4% or $32,458 at 6%; with 100% employer match about $36,515 at 4% or $24,343 at 6%.
2008130$876,145$151,945$5,065iApproximate average salary by contribution assumption: employee only about $126,621 at 4% or $84,414 at 6%; with 50% employer match about $84,414 at 4% or $56,276 at 6%; with 100% employer match about $63,310 at 4% or $42,207 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-30$876,145$151,945$5,065iApproximate average salary by contribution assumption: employee only about $126,621 at 4% or $84,414 at 6%; with 50% employer match about $84,414 at 4% or $56,276 at 6%; with 100% employer match about $63,310 at 4% or $42,207 at 6%.
2007125$1,340,374$169,220$6,769iApproximate average salary by contribution assumption: employee only about $169,220 at 4% or $112,813 at 6%; with 50% employer match about $112,813 at 4% or $75,209 at 6%; with 100% employer match about $84,610 at 4% or $56,407 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-25$1,340,374$169,220$6,769iApproximate average salary by contribution assumption: employee only about $169,220 at 4% or $112,813 at 6%; with 50% employer match about $112,813 at 4% or $75,209 at 6%; with 100% employer match about $84,610 at 4% or $56,407 at 6%.
2006128$1,237,371$98,403$3,514iApproximate average salary by contribution assumption: employee only about $87,860 at 4% or $58,573 at 6%; with 50% employer match about $58,573 at 4% or $39,049 at 6%; with 100% employer match about $43,930 at 4% or $29,287 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-28$1,237,371$98,403$3,514iApproximate average salary by contribution assumption: employee only about $87,860 at 4% or $58,573 at 6%; with 50% employer match about $58,573 at 4% or $39,049 at 6%; with 100% employer match about $43,930 at 4% or $29,287 at 6%.
2005127$1,012,802$126,960$4,702iApproximate average salary by contribution assumption: employee only about $117,556 at 4% or $78,370 at 6%; with 50% employer match about $78,370 at 4% or $52,247 at 6%; with 100% employer match about $58,778 at 4% or $39,185 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-27$1,012,802$126,960$4,702iApproximate average salary by contribution assumption: employee only about $117,556 at 4% or $78,370 at 6%; with 50% employer match about $78,370 at 4% or $52,247 at 6%; with 100% employer match about $58,778 at 4% or $39,185 at 6%.
2004123$857,458$126,930$5,519iApproximate average salary by contribution assumption: employee only about $137,967 at 4% or $91,978 at 6%; with 50% employer match about $91,978 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,989 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-23$857,458$126,930$5,519iApproximate average salary by contribution assumption: employee only about $137,967 at 4% or $91,978 at 6%; with 50% employer match about $91,978 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,989 at 6%.
2003127$699,233$108,412$4,015iApproximate average salary by contribution assumption: employee only about $100,381 at 4% or $66,921 at 6%; with 50% employer match about $66,921 at 4% or $44,614 at 6%; with 100% employer match about $50,191 at 4% or $33,460 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-27$699,233$108,412$4,015iApproximate average salary by contribution assumption: employee only about $100,381 at 4% or $66,921 at 6%; with 50% employer match about $66,921 at 4% or $44,614 at 6%; with 100% employer match about $50,191 at 4% or $33,460 at 6%.
2002123$530,347$96,058$4,176iApproximate average salary by contribution assumption: employee only about $104,411 at 4% or $69,607 at 6%; with 50% employer match about $69,607 at 4% or $46,405 at 6%; with 100% employer match about $52,205 at 4% or $34,804 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-23$530,347$96,058$4,176iApproximate average salary by contribution assumption: employee only about $104,411 at 4% or $69,607 at 6%; with 50% employer match about $69,607 at 4% or $46,405 at 6%; with 100% employer match about $52,205 at 4% or $34,804 at 6%.
2001122$536,838$70,549$3,207iApproximate average salary by contribution assumption: employee only about $80,169 at 4% or $53,446 at 6%; with 50% employer match about $53,446 at 4% or $35,631 at 6%; with 100% employer match about $40,085 at 4% or $26,723 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-22$536,838$70,549$3,207iApproximate average salary by contribution assumption: employee only about $80,169 at 4% or $53,446 at 6%; with 50% employer match about $53,446 at 4% or $35,631 at 6%; with 100% employer match about $40,085 at 4% or $26,723 at 6%.
2000119$497,153$106,211$5,590iApproximate average salary by contribution assumption: employee only about $139,751 at 4% or $93,168 at 6%; with 50% employer match about $93,168 at 4% or $62,112 at 6%; with 100% employer match about $69,876 at 4% or $46,584 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-19$497,153$106,211$5,590iApproximate average salary by contribution assumption: employee only about $139,751 at 4% or $93,168 at 6%; with 50% employer match about $93,168 at 4% or $62,112 at 6%; with 100% employer match about $69,876 at 4% or $46,584 at 6%.
1999125$437,393$74,533$2,981iApproximate average salary by contribution assumption: employee only about $74,533 at 4% or $49,689 at 6%; with 50% employer match about $49,689 at 4% or $33,126 at 6%; with 100% employer match about $37,267 at 4% or $24,844 at 6%.
The All Occasions 401K Profit Sharing Plan and T Rust-25$437,393$74,533$2,981iApproximate average salary by contribution assumption: employee only about $74,533 at 4% or $49,689 at 6%; with 50% employer match about $49,689 at 4% or $33,126 at 6%; with 100% employer match about $37,267 at 4% or $24,844 at 6%.