Civic Intelligence

Ownership Advisors Inc.

Plan context: Ownership Advisors Inc

EIN 34-1884978 • Independence, OH • 21 filings • 4 plans

6100 Oak Tree Blvd Ste 420Independence, OH 44131-6948
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$844,859

2024 Contributions

$4,338

Historical Graphs

Total Assets Over Time

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

$1,214,270$607,135$0200420142024YearValue
$844,859Latest year 2024

Participants Over Time

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

950200420142024YearValue
2Latest 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
202412$844,859$4,338$2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%.
Ownership Advisors Inc-2$844,859$4,338$2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%.
202312$737,465$29,271$14,636iApproximate average salary by contribution assumption: employee only about $365,888 at 4% or $243,925 at 6%; with 50% employer match about $243,925 at 4% or $162,617 at 6%; with 100% employer match about $182,944 at 4% or $121,963 at 6%.
Ownership Advisors Inc-2$737,465$29,271$14,636iApproximate average salary by contribution assumption: employee only about $365,888 at 4% or $243,925 at 6%; with 50% employer match about $243,925 at 4% or $162,617 at 6%; with 100% employer match about $182,944 at 4% or $121,963 at 6%.
202217$626,489$18,522$2,646iApproximate average salary by contribution assumption: employee only about $66,150 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
Ownership Advisors Inc-7$626,489$18,522$2,646iApproximate average salary by contribution assumption: employee only about $66,150 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
202117$981,822$86,264$12,323iApproximate average salary by contribution assumption: employee only about $308,086 at 4% or $205,390 at 6%; with 50% employer match about $205,390 at 4% or $136,927 at 6%; with 100% employer match about $154,043 at 4% or $102,695 at 6%.
Ownership Advisors Inc-7$981,822$86,264$12,323iApproximate average salary by contribution assumption: employee only about $308,086 at 4% or $205,390 at 6%; with 50% employer match about $205,390 at 4% or $136,927 at 6%; with 100% employer match about $154,043 at 4% or $102,695 at 6%.
202018$1,214,270$77,345$9,668iApproximate average salary by contribution assumption: employee only about $241,703 at 4% or $161,135 at 6%; with 50% employer match about $161,135 at 4% or $107,424 at 6%; with 100% employer match about $120,852 at 4% or $80,568 at 6%.
Ownership Advisors Inc-8$1,214,270$77,345$9,668iApproximate average salary by contribution assumption: employee only about $241,703 at 4% or $161,135 at 6%; with 50% employer match about $161,135 at 4% or $107,424 at 6%; with 100% employer match about $120,852 at 4% or $80,568 at 6%.
201917$991,274$87,003$12,429iApproximate average salary by contribution assumption: employee only about $310,725 at 4% or $207,150 at 6%; with 50% employer match about $207,150 at 4% or $138,100 at 6%; with 100% employer match about $155,363 at 4% or $103,575 at 6%.
Ownership Advisors Inc-7$991,274$87,003$12,429iApproximate average salary by contribution assumption: employee only about $310,725 at 4% or $207,150 at 6%; with 50% employer match about $207,150 at 4% or $138,100 at 6%; with 100% employer match about $155,363 at 4% or $103,575 at 6%.
201817$742,046$85,061$12,152iApproximate average salary by contribution assumption: employee only about $303,789 at 4% or $202,526 at 6%; with 50% employer match about $202,526 at 4% or $135,017 at 6%; with 100% employer match about $151,895 at 4% or $101,263 at 6%.
Ownership Advisors Inc-7$742,046$85,061$12,152iApproximate average salary by contribution assumption: employee only about $303,789 at 4% or $202,526 at 6%; with 50% employer match about $202,526 at 4% or $135,017 at 6%; with 100% employer match about $151,895 at 4% or $101,263 at 6%.
201718$743,903$68,053$8,507iApproximate average salary by contribution assumption: employee only about $212,666 at 4% or $141,777 at 6%; with 50% employer match about $141,777 at 4% or $94,518 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%.
Ownership Advisors Inc-8$743,903$68,053$8,507iApproximate average salary by contribution assumption: employee only about $212,666 at 4% or $141,777 at 6%; with 50% employer match about $141,777 at 4% or $94,518 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%.
201617$564,971$70,550$10,079iApproximate average salary by contribution assumption: employee only about $251,964 at 4% or $167,976 at 6%; with 50% employer match about $167,976 at 4% or $111,984 at 6%; with 100% employer match about $125,982 at 4% or $83,988 at 6%.
Ownership Advisors Inc-7$564,971$70,550$10,079iApproximate average salary by contribution assumption: employee only about $251,964 at 4% or $167,976 at 6%; with 50% employer match about $167,976 at 4% or $111,984 at 6%; with 100% employer match about $125,982 at 4% or $83,988 at 6%.
201516$465,410$36,829$6,138iApproximate average salary by contribution assumption: employee only about $153,454 at 4% or $102,303 at 6%; with 50% employer match about $102,303 at 4% or $68,202 at 6%; with 100% employer match about $76,727 at 4% or $51,151 at 6%.
Ownership Advisors Inc-6$465,410$36,829$6,138iApproximate average salary by contribution assumption: employee only about $153,454 at 4% or $102,303 at 6%; with 50% employer match about $102,303 at 4% or $68,202 at 6%; with 100% employer match about $76,727 at 4% or $51,151 at 6%.
201415$443,815$58,185$11,637iApproximate average salary by contribution assumption: employee only about $290,925 at 4% or $193,950 at 6%; with 50% employer match about $193,950 at 4% or $129,300 at 6%; with 100% employer match about $145,463 at 4% or $96,975 at 6%.
Ownership Advisors Inc-5$443,815$58,185$11,637iApproximate average salary by contribution assumption: employee only about $290,925 at 4% or $193,950 at 6%; with 50% employer match about $193,950 at 4% or $129,300 at 6%; with 100% employer match about $145,463 at 4% or $96,975 at 6%.
201315$363,791$27,233$5,447iApproximate average salary by contribution assumption: employee only about $136,165 at 4% or $90,777 at 6%; with 50% employer match about $90,777 at 4% or $60,518 at 6%; with 100% employer match about $68,083 at 4% or $45,388 at 6%.
Ownership Advisors Inc-5$363,791$27,233$5,447iApproximate average salary by contribution assumption: employee only about $136,165 at 4% or $90,777 at 6%; with 50% employer match about $90,777 at 4% or $60,518 at 6%; with 100% employer match about $68,083 at 4% or $45,388 at 6%.
201214$276,173$28,964$7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%.
Ownership Advisors Inc-4$276,173$28,964$7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%.
201116$254,002$41,389$6,898iApproximate average salary by contribution assumption: employee only about $172,454 at 4% or $114,969 at 6%; with 50% employer match about $114,969 at 4% or $76,646 at 6%; with 100% employer match about $86,227 at 4% or $57,485 at 6%.
Ownership Advisors Inc-6$254,002$41,389$6,898iApproximate average salary by contribution assumption: employee only about $172,454 at 4% or $114,969 at 6%; with 50% employer match about $114,969 at 4% or $76,646 at 6%; with 100% employer match about $86,227 at 4% or $57,485 at 6%.
201017$261,225$25,596$3,657iApproximate average salary by contribution assumption: employee only about $91,414 at 4% or $60,943 at 6%; with 50% employer match about $60,943 at 4% or $40,629 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
Ownership Advisors Inc-7$261,225$25,596$3,657iApproximate average salary by contribution assumption: employee only about $91,414 at 4% or $60,943 at 6%; with 50% employer match about $60,943 at 4% or $40,629 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
200915$210,346$21,512$4,302iApproximate average salary by contribution assumption: employee only about $107,560 at 4% or $71,707 at 6%; with 50% employer match about $71,707 at 4% or $47,804 at 6%; with 100% employer match about $53,780 at 4% or $35,853 at 6%.
Ownership Advisors Inc-5$210,346$21,512$4,302iApproximate average salary by contribution assumption: employee only about $107,560 at 4% or $71,707 at 6%; with 50% employer match about $71,707 at 4% or $47,804 at 6%; with 100% employer match about $53,780 at 4% or $35,853 at 6%.
200819$161,204$22,964$2,552iApproximate average salary by contribution assumption: employee only about $63,789 at 4% or $42,526 at 6%; with 50% employer match about $42,526 at 4% or $28,351 at 6%; with 100% employer match about $31,894 at 4% or $21,263 at 6%.
Ownership Advisors Inc-9$161,204$22,964$2,552iApproximate average salary by contribution assumption: employee only about $63,789 at 4% or $42,526 at 6%; with 50% employer match about $42,526 at 4% or $28,351 at 6%; with 100% employer match about $31,894 at 4% or $21,263 at 6%.
200717$232,278$13,760$1,966iApproximate average salary by contribution assumption: employee only about $49,143 at 4% or $32,762 at 6%; with 50% employer match about $32,762 at 4% or $21,841 at 6%; with 100% employer match about $24,571 at 4% or $16,381 at 6%.
Ownership Advisors Inc-7$232,278$13,760$1,966iApproximate average salary by contribution assumption: employee only about $49,143 at 4% or $32,762 at 6%; with 50% employer match about $32,762 at 4% or $21,841 at 6%; with 100% employer match about $24,571 at 4% or $16,381 at 6%.
200615$332,791$22,268$4,454iApproximate average salary by contribution assumption: employee only about $111,340 at 4% or $74,227 at 6%; with 50% employer match about $74,227 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%.
Ownership Advisors Inc-5$332,791$22,268$4,454iApproximate average salary by contribution assumption: employee only about $111,340 at 4% or $74,227 at 6%; with 50% employer match about $74,227 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%.
200517$271,619$55,730$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,690 at 6%; with 50% employer match about $132,690 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
Ownership Advisors Inc-7$271,619$55,730$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,690 at 6%; with 50% employer match about $132,690 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
200416$193,853$175,684$29,281iApproximate average salary by contribution assumption: employee only about $732,017 at 4% or $488,011 at 6%; with 50% employer match about $488,011 at 4% or $325,341 at 6%; with 100% employer match about $366,008 at 4% or $244,006 at 6%.
Ownership Advisors Inc-6$193,853$175,684$29,281iApproximate average salary by contribution assumption: employee only about $732,017 at 4% or $488,011 at 6%; with 50% employer match about $488,011 at 4% or $325,341 at 6%; with 100% employer match about $366,008 at 4% or $244,006 at 6%.