Civic Intelligence

Overton & Sons Tool & Die Co Inc

Plan context: Trustees of Overton & Sons 401K Plan

EIN 35-1166138 • Mooresville, IN • 26 filings • 3 plans

1250 Old State Road 67 SMooresville, IN 46158
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$2,624,309

2024 Contributions

$280,502

Historical Graphs

Total Assets Over Time

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

$4,231,001$2,115,501$0199920132024YearValue
$2,624,309Latest year 2024

Participants Over Time

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

116580199920122024YearValue
56Latest 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
2024156$2,624,309$280,502$5,009iApproximate average salary by contribution assumption: employee only about $125,224 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,655 at 6%; with 100% employer match about $62,612 at 4% or $41,741 at 6%.
Trustees of Overton & Sons 401K Plan-56$2,624,309$280,502$5,009iApproximate average salary by contribution assumption: employee only about $125,224 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,655 at 6%; with 100% employer match about $62,612 at 4% or $41,741 at 6%.
2023155$2,691,365$231,630$4,211iApproximate average salary by contribution assumption: employee only about $105,286 at 4% or $70,191 at 6%; with 50% employer match about $70,191 at 4% or $46,794 at 6%; with 100% employer match about $52,643 at 4% or $35,095 at 6%.
Trustees of Overton & Sons 401K Plan-55$2,691,365$231,630$4,211iApproximate average salary by contribution assumption: employee only about $105,286 at 4% or $70,191 at 6%; with 50% employer match about $70,191 at 4% or $46,794 at 6%; with 100% employer match about $52,643 at 4% or $35,095 at 6%.
2022149$2,731,561$268,806$5,486iApproximate average salary by contribution assumption: employee only about $137,146 at 4% or $91,431 at 6%; with 50% employer match about $91,431 at 4% or $60,954 at 6%; with 100% employer match about $68,573 at 4% or $45,715 at 6%.
Trustees of Overton & Sons 401K Plan-49$2,731,561$268,806$5,486iApproximate average salary by contribution assumption: employee only about $137,146 at 4% or $91,431 at 6%; with 50% employer match about $91,431 at 4% or $60,954 at 6%; with 100% employer match about $68,573 at 4% or $45,715 at 6%.
2021153$3,177,690$224,531$4,236iApproximate average salary by contribution assumption: employee only about $105,911 at 4% or $70,607 at 6%; with 50% employer match about $70,607 at 4% or $47,071 at 6%; with 100% employer match about $52,955 at 4% or $35,304 at 6%.
Trustees of Overton & Sons 401K Plan-53$3,177,690$224,531$4,236iApproximate average salary by contribution assumption: employee only about $105,911 at 4% or $70,607 at 6%; with 50% employer match about $70,607 at 4% or $47,071 at 6%; with 100% employer match about $52,955 at 4% or $35,304 at 6%.
2020164$2,886,407$270,609$4,228iApproximate average salary by contribution assumption: employee only about $105,707 at 4% or $70,471 at 6%; with 50% employer match about $70,471 at 4% or $46,981 at 6%; with 100% employer match about $52,853 at 4% or $35,236 at 6%.
Trustees of Overton & Sons 401K Plan-64$2,886,407$270,609$4,228iApproximate average salary by contribution assumption: employee only about $105,707 at 4% or $70,471 at 6%; with 50% employer match about $70,471 at 4% or $46,981 at 6%; with 100% employer match about $52,853 at 4% or $35,236 at 6%.
2019165$3,190,064$323,481$4,977iApproximate average salary by contribution assumption: employee only about $124,416 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%.
Trustees of Overton & Sons 401K Plan-65$3,190,064$323,481$4,977iApproximate average salary by contribution assumption: employee only about $124,416 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%.
2018166$2,981,808$341,333$5,172iApproximate average salary by contribution assumption: employee only about $129,293 at 4% or $86,195 at 6%; with 50% employer match about $86,195 at 4% or $57,463 at 6%; with 100% employer match about $64,646 at 4% or $43,098 at 6%.
Trustees of Overton & Sons 401K Plan-66$2,981,808$341,333$5,172iApproximate average salary by contribution assumption: employee only about $129,293 at 4% or $86,195 at 6%; with 50% employer match about $86,195 at 4% or $57,463 at 6%; with 100% employer match about $64,646 at 4% or $43,098 at 6%.
2017168$4,231,001$284,866$4,189iApproximate average salary by contribution assumption: employee only about $104,730 at 4% or $69,820 at 6%; with 50% employer match about $69,820 at 4% or $46,547 at 6%; with 100% employer match about $52,365 at 4% or $34,910 at 6%.
Trustees of Overton & Sons 401K Plan-68$4,231,001$284,866$4,189iApproximate average salary by contribution assumption: employee only about $104,730 at 4% or $69,820 at 6%; with 50% employer match about $69,820 at 4% or $46,547 at 6%; with 100% employer match about $52,365 at 4% or $34,910 at 6%.
2016164$3,511,021$253,660$3,963iApproximate average salary by contribution assumption: employee only about $99,086 at 4% or $66,057 at 6%; with 50% employer match about $66,057 at 4% or $44,038 at 6%; with 100% employer match about $49,543 at 4% or $33,029 at 6%.
Trustees of Overton & Sons 401K Plan-64$3,511,021$253,660$3,963iApproximate average salary by contribution assumption: employee only about $99,086 at 4% or $66,057 at 6%; with 50% employer match about $66,057 at 4% or $44,038 at 6%; with 100% employer match about $49,543 at 4% or $33,029 at 6%.
2015162$3,185,887$254,049$4,098iApproximate average salary by contribution assumption: employee only about $102,439 at 4% or $68,293 at 6%; with 50% employer match about $68,293 at 4% or $45,528 at 6%; with 100% employer match about $51,220 at 4% or $34,146 at 6%.
Trustees of Overton & Sons 401K Plan-62$3,185,887$254,049$4,098iApproximate average salary by contribution assumption: employee only about $102,439 at 4% or $68,293 at 6%; with 50% employer match about $68,293 at 4% or $45,528 at 6%; with 100% employer match about $51,220 at 4% or $34,146 at 6%.
2014162$2,996,791$229,470$3,701iApproximate average salary by contribution assumption: employee only about $92,528 at 4% or $61,685 at 6%; with 50% employer match about $61,685 at 4% or $41,124 at 6%; with 100% employer match about $46,264 at 4% or $30,843 at 6%.
Trustees of Overton & Sons 401K Plan-62$2,996,791$229,470$3,701iApproximate average salary by contribution assumption: employee only about $92,528 at 4% or $61,685 at 6%; with 50% employer match about $61,685 at 4% or $41,124 at 6%; with 100% employer match about $46,264 at 4% or $30,843 at 6%.
2013163$2,858,294$228,633$3,629iApproximate average salary by contribution assumption: employee only about $90,727 at 4% or $60,485 at 6%; with 50% employer match about $60,485 at 4% or $40,323 at 6%; with 100% employer match about $45,364 at 4% or $30,242 at 6%.
Trustees of Overton & Sons 401K Plan-63$2,858,294$228,633$3,629iApproximate average salary by contribution assumption: employee only about $90,727 at 4% or $60,485 at 6%; with 50% employer match about $60,485 at 4% or $40,323 at 6%; with 100% employer match about $45,364 at 4% or $30,242 at 6%.
2012168$2,776,414$225,751$3,320iApproximate average salary by contribution assumption: employee only about $82,997 at 4% or $55,331 at 6%; with 50% employer match about $55,331 at 4% or $36,887 at 6%; with 100% employer match about $41,498 at 4% or $27,666 at 6%.
Trustees of Overton & Sons 401K Plan-68$2,776,414$225,751$3,320iApproximate average salary by contribution assumption: employee only about $82,997 at 4% or $55,331 at 6%; with 50% employer match about $55,331 at 4% or $36,887 at 6%; with 100% employer match about $41,498 at 4% or $27,666 at 6%.
2011164$2,314,391$230,681$3,604iApproximate average salary by contribution assumption: employee only about $90,110 at 4% or $60,073 at 6%; with 50% employer match about $60,073 at 4% or $40,049 at 6%; with 100% employer match about $45,055 at 4% or $30,037 at 6%.
Trustees of Overton & Sons 401K Plan-64$2,314,391$230,681$3,604iApproximate average salary by contribution assumption: employee only about $90,110 at 4% or $60,073 at 6%; with 50% employer match about $60,073 at 4% or $40,049 at 6%; with 100% employer match about $45,055 at 4% or $30,037 at 6%.
2010162$2,503,479$116,062$1,872iApproximate average salary by contribution assumption: employee only about $46,799 at 4% or $31,199 at 6%; with 50% employer match about $31,199 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
Trustees of Overton & Sons 401K Plan-62$2,503,479$116,062$1,872iApproximate average salary by contribution assumption: employee only about $46,799 at 4% or $31,199 at 6%; with 50% employer match about $31,199 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
2009157$2,453,243$101,894$1,788iApproximate average salary by contribution assumption: employee only about $44,690 at 4% or $29,794 at 6%; with 50% employer match about $29,794 at 4% or $19,862 at 6%; with 100% employer match about $22,345 at 4% or $14,897 at 6%.
Trustees of Overton & Sons 401K Plan-57$2,453,243$101,894$1,788iApproximate average salary by contribution assumption: employee only about $44,690 at 4% or $29,794 at 6%; with 50% employer match about $29,794 at 4% or $19,862 at 6%; with 100% employer match about $22,345 at 4% or $14,897 at 6%.
2008185$2,172,181$205,274$2,415iApproximate average salary by contribution assumption: employee only about $60,375 at 4% or $40,250 at 6%; with 50% employer match about $40,250 at 4% or $26,833 at 6%; with 100% employer match about $30,187 at 4% or $20,125 at 6%.
Trustees of Overton & Sons 401K Plan-85$2,172,181$205,274$2,415iApproximate average salary by contribution assumption: employee only about $60,375 at 4% or $40,250 at 6%; with 50% employer match about $40,250 at 4% or $26,833 at 6%; with 100% employer match about $30,187 at 4% or $20,125 at 6%.
2007177$0$0-
Trustees of Overton & Sons 401K Plan-77---
2006192$2,560,820$186,254$2,025iApproximate average salary by contribution assumption: employee only about $50,613 at 4% or $33,742 at 6%; with 50% employer match about $33,742 at 4% or $22,494 at 6%; with 100% employer match about $25,306 at 4% or $16,871 at 6%.
Trustees of Overton & Sons 401K Plan-92$2,560,820$186,254$2,025iApproximate average salary by contribution assumption: employee only about $50,613 at 4% or $33,742 at 6%; with 50% employer match about $33,742 at 4% or $22,494 at 6%; with 100% employer match about $25,306 at 4% or $16,871 at 6%.
2005174$2,641,373$258,873$3,498iApproximate average salary by contribution assumption: employee only about $87,457 at 4% or $58,305 at 6%; with 50% employer match about $58,305 at 4% or $38,870 at 6%; with 100% employer match about $43,729 at 4% or $29,152 at 6%.
Trustees of Overton & Sons 401K Plan-74$2,641,373$258,873$3,498iApproximate average salary by contribution assumption: employee only about $87,457 at 4% or $58,305 at 6%; with 50% employer match about $58,305 at 4% or $38,870 at 6%; with 100% employer match about $43,729 at 4% or $29,152 at 6%.
2004170$2,416,353$220,550$3,151iApproximate average salary by contribution assumption: employee only about $78,768 at 4% or $52,512 at 6%; with 50% employer match about $52,512 at 4% or $35,008 at 6%; with 100% employer match about $39,384 at 4% or $26,256 at 6%.
Trustees of Overton & Sons 401K Plan-70$2,416,353$220,550$3,151iApproximate average salary by contribution assumption: employee only about $78,768 at 4% or $52,512 at 6%; with 50% employer match about $52,512 at 4% or $35,008 at 6%; with 100% employer match about $39,384 at 4% or $26,256 at 6%.
2003185$0$0-
Trustees of Overton & Sons 401K Plan-85---
2002182$0$0-
Trustees of Overton & Sons 401K Plan-82---
20011114$1,843,230$250,554$2,198iApproximate average salary by contribution assumption: employee only about $54,946 at 4% or $36,631 at 6%; with 50% employer match about $36,631 at 4% or $24,420 at 6%; with 100% employer match about $27,473 at 4% or $18,315 at 6%.
Trustees of Overton & Sons 401K Plan-114$1,843,230$250,554$2,198iApproximate average salary by contribution assumption: employee only about $54,946 at 4% or $36,631 at 6%; with 50% employer match about $36,631 at 4% or $24,420 at 6%; with 100% employer match about $27,473 at 4% or $18,315 at 6%.
20001116$1,827,455$275,819$2,378iApproximate average salary by contribution assumption: employee only about $59,444 at 4% or $39,629 at 6%; with 50% employer match about $39,629 at 4% or $26,419 at 6%; with 100% employer match about $29,722 at 4% or $19,815 at 6%.
Trustees of Overton & Sons 401K Plan-116$1,827,455$275,819$2,378iApproximate average salary by contribution assumption: employee only about $59,444 at 4% or $39,629 at 6%; with 50% employer match about $39,629 at 4% or $26,419 at 6%; with 100% employer match about $29,722 at 4% or $19,815 at 6%.
1999168$1,735,563$254,620$3,744iApproximate average salary by contribution assumption: employee only about $93,610 at 4% or $62,407 at 6%; with 50% employer match about $62,407 at 4% or $41,605 at 6%; with 100% employer match about $46,805 at 4% or $31,203 at 6%.
Trustees of Overton & Sons 401K Plan-68$1,735,563$254,620$3,744iApproximate average salary by contribution assumption: employee only about $93,610 at 4% or $62,407 at 6%; with 50% employer match about $62,407 at 4% or $41,605 at 6%; with 100% employer match about $46,805 at 4% or $31,203 at 6%.