Michael J. Occhionero Co. Lpa.
Plan context: Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust
EIN 34-1456861 • Cleveland Heights, OH • 15 filings • 7 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$752,028
2019 Contributions
$26,875
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $752,028 | $26,875 | $26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 1 | $752,028 | $26,875 | $26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%. |
| 2018 | 1 | 1 | $671,610 | $8,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 1 | $671,610 | $8,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2017 | 1 | 1 | $653,866 | $62,612 | $62,612iApproximate average salary by contribution assumption: employee only about $1,565,300 at 4% or $1,043,533 at 6%; with 50% employer match about $1,043,533 at 4% or $695,689 at 6%; with 100% employer match about $782,650 at 4% or $521,767 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 1 | $653,866 | $62,612 | $62,612iApproximate average salary by contribution assumption: employee only about $1,565,300 at 4% or $1,043,533 at 6%; with 50% employer match about $1,043,533 at 4% or $695,689 at 6%; with 100% employer match about $782,650 at 4% or $521,767 at 6%. |
| 2010 | 1 | 1 | $344,925 | $39,390 | $39,390iApproximate average salary by contribution assumption: employee only about $984,750 at 4% or $656,500 at 6%; with 50% employer match about $656,500 at 4% or $437,667 at 6%; with 100% employer match about $492,375 at 4% or $328,250 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 1 | $344,925 | $39,390 | $39,390iApproximate average salary by contribution assumption: employee only about $984,750 at 4% or $656,500 at 6%; with 50% employer match about $656,500 at 4% or $437,667 at 6%; with 100% employer match about $492,375 at 4% or $328,250 at 6%. |
| 2009 | 1 | 2 | $311,599 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 2 | $311,599 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2008 | 1 | 2 | $258,316 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 2 | $258,316 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2007 | 1 | 2 | $292,513 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 2 | $292,513 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2006 | 1 | 3 | $272,540 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $272,540 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2005 | 1 | 3 | $255,319 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $255,319 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2004 | 1 | 3 | $187,809 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $187,809 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2003 | 1 | 3 | $172,576 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $172,576 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2002 | 1 | 4 | $167,970 | $9,747 | $2,437iApproximate average salary by contribution assumption: employee only about $60,919 at 4% or $40,613 at 6%; with 50% employer match about $40,613 at 4% or $27,075 at 6%; with 100% employer match about $30,459 at 4% or $20,306 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 4 | $167,970 | $9,747 | $2,437iApproximate average salary by contribution assumption: employee only about $60,919 at 4% or $40,613 at 6%; with 50% employer match about $40,613 at 4% or $27,075 at 6%; with 100% employer match about $30,459 at 4% or $20,306 at 6%. |
| 2001 | 1 | 4 | $144,823 | $20,253 | $5,063iApproximate average salary by contribution assumption: employee only about $126,581 at 4% or $84,388 at 6%; with 50% employer match about $84,388 at 4% or $56,258 at 6%; with 100% employer match about $63,291 at 4% or $42,194 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 4 | $144,823 | $20,253 | $5,063iApproximate average salary by contribution assumption: employee only about $126,581 at 4% or $84,388 at 6%; with 50% employer match about $84,388 at 4% or $56,258 at 6%; with 100% employer match about $63,291 at 4% or $42,194 at 6%. |
| 2000 | 1 | 3 | $109,265 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $109,265 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 1999 | 1 | 3 | $95,233 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Michael J. Occhionero Co. Lpa. Defined Contribution Plan & Trust | - | 3 | $95,233 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |