Civic Intelligence

Online Trading Academy

Plan context: NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN

EIN 33-0888922 • Irvine, CA • 17 filings • 3 plans

17780 Fitch, Ste 200Irvine, CA 92614
Current Snapshot

Latest Year

2023

2023 Participants

60

2023 Assets

$2,635,384

2023 Contributions

$166,247

Historical Graphs

Total Assets Over Time

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

$4,690,304$2,345,152$0200820132023YearValue
$2,635,384Latest year 2023

Participants Over Time

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

3471740200820162023YearValue
60Latest year 2023

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
2023160$2,635,384$166,247$2,771iApproximate average salary by contribution assumption: employee only about $69,270 at 4% or $46,180 at 6%; with 50% employer match about $46,180 at 4% or $30,786 at 6%; with 100% employer match about $34,635 at 4% or $23,090 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-60$2,635,384$166,247$2,771iApproximate average salary by contribution assumption: employee only about $69,270 at 4% or $46,180 at 6%; with 50% employer match about $46,180 at 4% or $30,786 at 6%; with 100% employer match about $34,635 at 4% or $23,090 at 6%.
20222130$3,744,474$278,816$2,145iApproximate average salary by contribution assumption: employee only about $53,618 at 4% or $35,746 at 6%; with 50% employer match about $35,746 at 4% or $23,830 at 6%; with 100% employer match about $26,809 at 4% or $17,873 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-130$3,744,474$278,816$2,145iApproximate average salary by contribution assumption: employee only about $53,618 at 4% or $35,746 at 6%; with 50% employer match about $35,746 at 4% or $23,830 at 6%; with 100% employer match about $26,809 at 4% or $17,873 at 6%.
Online Trading Academy Welfare Benefit Plans-104---
20212118$4,690,304$364,239$3,087iApproximate average salary by contribution assumption: employee only about $77,169 at 4% or $51,446 at 6%; with 50% employer match about $51,446 at 4% or $34,297 at 6%; with 100% employer match about $38,585 at 4% or $25,723 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-118$4,690,304$364,239$3,087iApproximate average salary by contribution assumption: employee only about $77,169 at 4% or $51,446 at 6%; with 50% employer match about $51,446 at 4% or $34,297 at 6%; with 100% employer match about $38,585 at 4% or $25,723 at 6%.
Online Trading Academy Welfare Benefit Plans-104---
20201102$0$0-
Online Trading Academy Welfare Benefit Plans-102---
20191347$0$0-
Online Trading Academy Welfare Benefit Plans-347---
20181287$0$0-
Online Trading Academy Welfare Benefit Plans-287---
20171200$0$0-
Online Trading Academy Welfare Benefit Plans-200---
20161174$0$0-
Online Trading Academy Welfare Benefit Plans-174---
20141186$1,728,883$459,021$2,468iApproximate average salary by contribution assumption: employee only about $61,696 at 4% or $41,131 at 6%; with 50% employer match about $41,131 at 4% or $27,421 at 6%; with 100% employer match about $30,848 at 4% or $20,565 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-186$1,728,883$459,021$2,468iApproximate average salary by contribution assumption: employee only about $61,696 at 4% or $41,131 at 6%; with 50% employer match about $41,131 at 4% or $27,421 at 6%; with 100% employer match about $30,848 at 4% or $20,565 at 6%.
2013143$1,260,688$383,094$8,909iApproximate average salary by contribution assumption: employee only about $222,729 at 4% or $148,486 at 6%; with 50% employer match about $148,486 at 4% or $98,991 at 6%; with 100% employer match about $111,365 at 4% or $74,243 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-43$1,260,688$383,094$8,909iApproximate average salary by contribution assumption: employee only about $222,729 at 4% or $148,486 at 6%; with 50% employer match about $148,486 at 4% or $98,991 at 6%; with 100% employer match about $111,365 at 4% or $74,243 at 6%.
2012128$786,751$277,099$9,896iApproximate average salary by contribution assumption: employee only about $247,410 at 4% or $164,940 at 6%; with 50% employer match about $164,940 at 4% or $109,960 at 6%; with 100% employer match about $123,705 at 4% or $82,470 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-28$786,751$277,099$9,896iApproximate average salary by contribution assumption: employee only about $247,410 at 4% or $164,940 at 6%; with 50% employer match about $164,940 at 4% or $109,960 at 6%; with 100% employer match about $123,705 at 4% or $82,470 at 6%.
2011114$463,179$117,763$8,412iApproximate average salary by contribution assumption: employee only about $210,291 at 4% or $140,194 at 6%; with 50% employer match about $140,194 at 4% or $93,463 at 6%; with 100% employer match about $105,146 at 4% or $70,097 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-14$463,179$117,763$8,412iApproximate average salary by contribution assumption: employee only about $210,291 at 4% or $140,194 at 6%; with 50% employer match about $140,194 at 4% or $93,463 at 6%; with 100% employer match about $105,146 at 4% or $70,097 at 6%.
2010113$370,413$118,340$9,103iApproximate average salary by contribution assumption: employee only about $227,577 at 4% or $151,718 at 6%; with 50% employer match about $151,718 at 4% or $101,145 at 6%; with 100% employer match about $113,788 at 4% or $75,859 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-13$370,413$118,340$9,103iApproximate average salary by contribution assumption: employee only about $227,577 at 4% or $151,718 at 6%; with 50% employer match about $151,718 at 4% or $101,145 at 6%; with 100% employer match about $113,788 at 4% or $75,859 at 6%.
2009112$241,921$103,899$8,658iApproximate average salary by contribution assumption: employee only about $216,456 at 4% or $144,304 at 6%; with 50% employer match about $144,304 at 4% or $96,203 at 6%; with 100% employer match about $108,228 at 4% or $72,152 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401(K) PLAN-12$241,921$103,899$8,658iApproximate average salary by contribution assumption: employee only about $216,456 at 4% or $144,304 at 6%; with 50% employer match about $144,304 at 4% or $96,203 at 6%; with 100% employer match about $108,228 at 4% or $72,152 at 6%.
2008126$85,031$113,297$4,358iApproximate average salary by contribution assumption: employee only about $108,939 at 4% or $72,626 at 6%; with 50% employer match about $72,626 at 4% or $48,418 at 6%; with 100% employer match about $54,470 at 4% or $36,313 at 6%.
NEWPORT EXCHANGE HOLDINGS AND OTA FRANCHISE 401K PLAN-26$85,031$113,297$4,358iApproximate average salary by contribution assumption: employee only about $108,939 at 4% or $72,626 at 6%; with 50% employer match about $72,626 at 4% or $48,418 at 6%; with 100% employer match about $54,470 at 4% or $36,313 at 6%.