Civic Intelligence

Opportunities to Succeed

Plan context: Opportunities to Succeed Retirement Plan

EIN 31-1706449 • Monroe, OH • 11 filings • 1 plans

913 Lebanon StMonroe, OH 45050
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$1,043,169

2021 Contributions

$63,229

Historical Graphs

Total Assets Over Time

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

$1,043,169$521,585$0201120162020YearValue
$1,043,169Latest year 2020

Participants Over Time

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

24120201120162020YearValue
19Latest year 2020

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
202110$0$63,229-
Opportunities to Succeed Retirement Plan-0$0$63,229-
2020119$1,043,169$82,071$4,320iApproximate average salary by contribution assumption: employee only about $107,988 at 4% or $71,992 at 6%; with 50% employer match about $71,992 at 4% or $47,995 at 6%; with 100% employer match about $53,994 at 4% or $35,996 at 6%.
Opportunities to Succeed Retirement Plan-19$1,043,169$82,071$4,320iApproximate average salary by contribution assumption: employee only about $107,988 at 4% or $71,992 at 6%; with 50% employer match about $71,992 at 4% or $47,995 at 6%; with 100% employer match about $53,994 at 4% or $35,996 at 6%.
2019119$809,952$81,428$4,286iApproximate average salary by contribution assumption: employee only about $107,142 at 4% or $71,428 at 6%; with 50% employer match about $71,428 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Opportunities to Succeed Retirement Plan-19$809,952$81,428$4,286iApproximate average salary by contribution assumption: employee only about $107,142 at 4% or $71,428 at 6%; with 50% employer match about $71,428 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
2018120$604,463$71,490$3,575iApproximate average salary by contribution assumption: employee only about $89,363 at 4% or $59,575 at 6%; with 50% employer match about $59,575 at 4% or $39,717 at 6%; with 100% employer match about $44,681 at 4% or $29,788 at 6%.
Opportunities to Succeed Retirement Plan-20$604,463$71,490$3,575iApproximate average salary by contribution assumption: employee only about $89,363 at 4% or $59,575 at 6%; with 50% employer match about $59,575 at 4% or $39,717 at 6%; with 100% employer match about $44,681 at 4% or $29,788 at 6%.
2017119$588,181$68,480$3,604iApproximate average salary by contribution assumption: employee only about $90,105 at 4% or $60,070 at 6%; with 50% employer match about $60,070 at 4% or $40,047 at 6%; with 100% employer match about $45,053 at 4% or $30,035 at 6%.
Opportunities to Succeed Retirement Plan-19$588,181$68,480$3,604iApproximate average salary by contribution assumption: employee only about $90,105 at 4% or $60,070 at 6%; with 50% employer match about $60,070 at 4% or $40,047 at 6%; with 100% employer match about $45,053 at 4% or $30,035 at 6%.
2016119$437,418$69,539$3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $60,999 at 6%; with 50% employer match about $60,999 at 4% or $40,666 at 6%; with 100% employer match about $45,749 at 4% or $30,500 at 6%.
Opportunities to Succeed Retirement Plan-19$437,418$69,539$3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $60,999 at 6%; with 50% employer match about $60,999 at 4% or $40,666 at 6%; with 100% employer match about $45,749 at 4% or $30,500 at 6%.
2015121$350,640$66,733$3,178iApproximate average salary by contribution assumption: employee only about $79,444 at 4% or $52,963 at 6%; with 50% employer match about $52,963 at 4% or $35,308 at 6%; with 100% employer match about $39,722 at 4% or $26,481 at 6%.
Opportunities to Succeed Retirement Plan-21$350,640$66,733$3,178iApproximate average salary by contribution assumption: employee only about $79,444 at 4% or $52,963 at 6%; with 50% employer match about $52,963 at 4% or $35,308 at 6%; with 100% employer match about $39,722 at 4% or $26,481 at 6%.
2014122$297,778$64,313$2,923iApproximate average salary by contribution assumption: employee only about $73,083 at 4% or $48,722 at 6%; with 50% employer match about $48,722 at 4% or $32,481 at 6%; with 100% employer match about $36,541 at 4% or $24,361 at 6%.
Opportunities to Succeed Retirement Plan-22$297,778$64,313$2,923iApproximate average salary by contribution assumption: employee only about $73,083 at 4% or $48,722 at 6%; with 50% employer match about $48,722 at 4% or $32,481 at 6%; with 100% employer match about $36,541 at 4% or $24,361 at 6%.
2013119$251,119$66,094$3,479iApproximate average salary by contribution assumption: employee only about $86,966 at 4% or $57,977 at 6%; with 50% employer match about $57,977 at 4% or $38,651 at 6%; with 100% employer match about $43,483 at 4% or $28,989 at 6%.
Opportunities to Succeed Retirement Plan-19$251,119$66,094$3,479iApproximate average salary by contribution assumption: employee only about $86,966 at 4% or $57,977 at 6%; with 50% employer match about $57,977 at 4% or $38,651 at 6%; with 100% employer match about $43,483 at 4% or $28,989 at 6%.
2012124$163,675$83,625$3,484iApproximate average salary by contribution assumption: employee only about $87,109 at 4% or $58,073 at 6%; with 50% employer match about $58,073 at 4% or $38,715 at 6%; with 100% employer match about $43,555 at 4% or $29,036 at 6%.
Opportunities to Succeed Retirement Plan-24$163,675$83,625$3,484iApproximate average salary by contribution assumption: employee only about $87,109 at 4% or $58,073 at 6%; with 50% employer match about $58,073 at 4% or $38,715 at 6%; with 100% employer match about $43,555 at 4% or $29,036 at 6%.
2011123$73,238$78,977$3,434iApproximate average salary by contribution assumption: employee only about $85,845 at 4% or $57,230 at 6%; with 50% employer match about $57,230 at 4% or $38,153 at 6%; with 100% employer match about $42,922 at 4% or $28,615 at 6%.
Opportunities to Succeed Retirement Plan-23$73,238$78,977$3,434iApproximate average salary by contribution assumption: employee only about $85,845 at 4% or $57,230 at 6%; with 50% employer match about $57,230 at 4% or $38,153 at 6%; with 100% employer match about $42,922 at 4% or $28,615 at 6%.