Civic Intelligence

Bell, Orrock & Watase Inc.

Plan context: Opftd 401K Profit Sharing Plan

EIN 33-0907934 • Riverside, CA • 17 filings • 2 plans

1533 Spruce Street, Ste 100Riverside, CA 92507
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$609,266

2016 Contributions

$59,031

Historical Graphs

Total Assets Over Time

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

$1,121,153$560,577$0200020082015YearValue
$609,266Latest year 2015

Participants Over Time

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

22110200020082015YearValue
13Latest year 2015

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
201610$0$0-
Opftd 401K Profit Sharing Plan-0$0--
2015113$609,266$59,031$4,541iApproximate average salary by contribution assumption: employee only about $113,521 at 4% or $75,681 at 6%; with 50% employer match about $75,681 at 4% or $50,454 at 6%; with 100% employer match about $56,761 at 4% or $37,840 at 6%.
Opftd 401K Profit Sharing Plan-13$609,266$59,031$4,541iApproximate average salary by contribution assumption: employee only about $113,521 at 4% or $75,681 at 6%; with 50% employer match about $75,681 at 4% or $50,454 at 6%; with 100% employer match about $56,761 at 4% or $37,840 at 6%.
2014122$604,286$50,861$2,312iApproximate average salary by contribution assumption: employee only about $57,797 at 4% or $38,531 at 6%; with 50% employer match about $38,531 at 4% or $25,687 at 6%; with 100% employer match about $28,898 at 4% or $19,266 at 6%.
Opftd 401K Profit Sharing Plan-22$604,286$50,861$2,312iApproximate average salary by contribution assumption: employee only about $57,797 at 4% or $38,531 at 6%; with 50% employer match about $38,531 at 4% or $25,687 at 6%; with 100% employer match about $28,898 at 4% or $19,266 at 6%.
2013118$530,873$96,576$5,365iApproximate average salary by contribution assumption: employee only about $134,133 at 4% or $89,422 at 6%; with 50% employer match about $89,422 at 4% or $59,615 at 6%; with 100% employer match about $67,067 at 4% or $44,711 at 6%.
Opftd 401K Profit Sharing Plan-18$530,873$96,576$5,365iApproximate average salary by contribution assumption: employee only about $134,133 at 4% or $89,422 at 6%; with 50% employer match about $89,422 at 4% or $59,615 at 6%; with 100% employer match about $67,067 at 4% or $44,711 at 6%.
2012116$810,436$54,317$3,395iApproximate average salary by contribution assumption: employee only about $84,870 at 4% or $56,580 at 6%; with 50% employer match about $56,580 at 4% or $37,720 at 6%; with 100% employer match about $42,435 at 4% or $28,290 at 6%.
Opftd 401K Profit Sharing Plan-16$810,436$54,317$3,395iApproximate average salary by contribution assumption: employee only about $84,870 at 4% or $56,580 at 6%; with 50% employer match about $56,580 at 4% or $37,720 at 6%; with 100% employer match about $42,435 at 4% or $28,290 at 6%.
2011116$702,907$68,664$4,292iApproximate average salary by contribution assumption: employee only about $107,288 at 4% or $71,525 at 6%; with 50% employer match about $71,525 at 4% or $47,683 at 6%; with 100% employer match about $53,644 at 4% or $35,763 at 6%.
Opftd 401K Profit Sharing Plan-16$702,907$68,664$4,292iApproximate average salary by contribution assumption: employee only about $107,288 at 4% or $71,525 at 6%; with 50% employer match about $71,525 at 4% or $47,683 at 6%; with 100% employer match about $53,644 at 4% or $35,763 at 6%.
2010112$668,190$68,684$5,724iApproximate average salary by contribution assumption: employee only about $143,092 at 4% or $95,394 at 6%; with 50% employer match about $95,394 at 4% or $63,596 at 6%; with 100% employer match about $71,546 at 4% or $47,697 at 6%.
Opftd 401K Profit Sharing Plan-12$668,190$68,684$5,724iApproximate average salary by contribution assumption: employee only about $143,092 at 4% or $95,394 at 6%; with 50% employer match about $95,394 at 4% or $63,596 at 6%; with 100% employer match about $71,546 at 4% or $47,697 at 6%.
2009112$627,438$51,710$4,309iApproximate average salary by contribution assumption: employee only about $107,729 at 4% or $71,819 at 6%; with 50% employer match about $71,819 at 4% or $47,880 at 6%; with 100% employer match about $53,865 at 4% or $35,910 at 6%.
Opftd 401K Profit Sharing Plan-12$627,438$51,710$4,309iApproximate average salary by contribution assumption: employee only about $107,729 at 4% or $71,819 at 6%; with 50% employer match about $71,819 at 4% or $47,880 at 6%; with 100% employer match about $53,865 at 4% or $35,910 at 6%.
2008113$527,577$41,504$3,193iApproximate average salary by contribution assumption: employee only about $79,815 at 4% or $53,210 at 6%; with 50% employer match about $53,210 at 4% or $35,474 at 6%; with 100% employer match about $39,908 at 4% or $26,605 at 6%.
Opftd 401K Profit Sharing Plan-13$527,577$41,504$3,193iApproximate average salary by contribution assumption: employee only about $79,815 at 4% or $53,210 at 6%; with 50% employer match about $53,210 at 4% or $35,474 at 6%; with 100% employer match about $39,908 at 4% or $26,605 at 6%.
2007110$794,066$45,409$4,541iApproximate average salary by contribution assumption: employee only about $113,522 at 4% or $75,682 at 6%; with 50% employer match about $75,682 at 4% or $50,454 at 6%; with 100% employer match about $56,761 at 4% or $37,841 at 6%.
Opftd 401K Profit Sharing Plan-10$794,066$45,409$4,541iApproximate average salary by contribution assumption: employee only about $113,522 at 4% or $75,682 at 6%; with 50% employer match about $75,682 at 4% or $50,454 at 6%; with 100% employer match about $56,761 at 4% or $37,841 at 6%.
200619$729,576$45,774$5,086iApproximate average salary by contribution assumption: employee only about $127,150 at 4% or $84,767 at 6%; with 50% employer match about $84,767 at 4% or $56,511 at 6%; with 100% employer match about $63,575 at 4% or $42,383 at 6%.
Opftd 401K Profit Sharing Plan-9$729,576$45,774$5,086iApproximate average salary by contribution assumption: employee only about $127,150 at 4% or $84,767 at 6%; with 50% employer match about $84,767 at 4% or $56,511 at 6%; with 100% employer match about $63,575 at 4% or $42,383 at 6%.
2005112$1,017,513$35,480$2,957iApproximate average salary by contribution assumption: employee only about $73,917 at 4% or $49,278 at 6%; with 50% employer match about $49,278 at 4% or $32,852 at 6%; with 100% employer match about $36,958 at 4% or $24,639 at 6%.
Opftd 401K Profit Sharing Plan-12$1,017,513$35,480$2,957iApproximate average salary by contribution assumption: employee only about $73,917 at 4% or $49,278 at 6%; with 50% employer match about $49,278 at 4% or $32,852 at 6%; with 100% employer match about $36,958 at 4% or $24,639 at 6%.
2004110$1,111,650$65,571$6,557iApproximate average salary by contribution assumption: employee only about $163,928 at 4% or $109,285 at 6%; with 50% employer match about $109,285 at 4% or $72,857 at 6%; with 100% employer match about $81,964 at 4% or $54,643 at 6%.
Opftd 401K Profit Sharing Plan-10$1,111,650$65,571$6,557iApproximate average salary by contribution assumption: employee only about $163,928 at 4% or $109,285 at 6%; with 50% employer match about $109,285 at 4% or $72,857 at 6%; with 100% employer match about $81,964 at 4% or $54,643 at 6%.
2003116$1,121,153$84,703$5,294iApproximate average salary by contribution assumption: employee only about $132,348 at 4% or $88,232 at 6%; with 50% employer match about $88,232 at 4% or $58,822 at 6%; with 100% employer match about $66,174 at 4% or $44,116 at 6%.
Opftd 401K Profit Sharing Plan-16$1,121,153$84,703$5,294iApproximate average salary by contribution assumption: employee only about $132,348 at 4% or $88,232 at 6%; with 50% employer match about $88,232 at 4% or $58,822 at 6%; with 100% employer match about $66,174 at 4% or $44,116 at 6%.
2002116$833,202$73,238$4,577iApproximate average salary by contribution assumption: employee only about $114,434 at 4% or $76,290 at 6%; with 50% employer match about $76,290 at 4% or $50,860 at 6%; with 100% employer match about $57,217 at 4% or $38,145 at 6%.
Opftd 401K Profit Sharing Plan-16$833,202$73,238$4,577iApproximate average salary by contribution assumption: employee only about $114,434 at 4% or $76,290 at 6%; with 50% employer match about $76,290 at 4% or $50,860 at 6%; with 100% employer match about $57,217 at 4% or $38,145 at 6%.
2001114$923,612$62,652$4,475iApproximate average salary by contribution assumption: employee only about $111,879 at 4% or $74,586 at 6%; with 50% employer match about $74,586 at 4% or $49,724 at 6%; with 100% employer match about $55,939 at 4% or $37,293 at 6%.
Opftd 401K Profit Sharing Plan-14$923,612$62,652$4,475iApproximate average salary by contribution assumption: employee only about $111,879 at 4% or $74,586 at 6%; with 50% employer match about $74,586 at 4% or $49,724 at 6%; with 100% employer match about $55,939 at 4% or $37,293 at 6%.
2000117$1,021,787$72,568$4,269iApproximate average salary by contribution assumption: employee only about $106,718 at 4% or $71,145 at 6%; with 50% employer match about $71,145 at 4% or $47,430 at 6%; with 100% employer match about $53,359 at 4% or $35,573 at 6%.
Opftd 401K Profit Sharing Plan-17$1,021,787$72,568$4,269iApproximate average salary by contribution assumption: employee only about $106,718 at 4% or $71,145 at 6%; with 50% employer match about $71,145 at 4% or $47,430 at 6%; with 100% employer match about $53,359 at 4% or $35,573 at 6%.