Civic Intelligence

Costello Ohara

Plan context: O'HARA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

EIN 35-2207727 • Lake Forest, IL • 25 filings • 11 plans

1241 Grove CourtLake Forest, IL 60045
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$1,826,283

2014 Contributions

$52,172

Historical Graphs

Total Assets Over Time

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

$1,826,283$913,142$0200320092013YearValue
$1,826,283Latest year 2013

Participants Over Time

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

420200320082013YearValue
4Latest year 2013

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
201420$0$52,172-
O'HARA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-0$0$52,172-
O'HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-0$0--
201324$1,826,283$166,696$41,674iApproximate average salary by contribution assumption: employee only about $1,041,850 at 4% or $694,567 at 6%; with 50% employer match about $694,567 at 4% or $463,044 at 6%; with 100% employer match about $520,925 at 4% or $347,283 at 6%.
O'HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-4$1,115,600$102,350$25,588iApproximate average salary by contribution assumption: employee only about $639,688 at 4% or $426,458 at 6%; with 50% employer match about $426,458 at 4% or $284,306 at 6%; with 100% employer match about $319,844 at 4% or $213,229 at 6%.
O'HARA ASSOCIATES, INC. 401(K) PLAN-4$710,683$64,346$16,087iApproximate average salary by contribution assumption: employee only about $402,163 at 4% or $268,108 at 6%; with 50% employer match about $268,108 at 4% or $178,739 at 6%; with 100% employer match about $201,081 at 4% or $134,054 at 6%.
201224$1,490,285$193,226$48,307iApproximate average salary by contribution assumption: employee only about $1,207,663 at 4% or $805,108 at 6%; with 50% employer match about $805,108 at 4% or $536,739 at 6%; with 100% employer match about $603,831 at 4% or $402,554 at 6%.
O'HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-4$984,733$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
O'HARA ASSOCIATES, INC. 401(K) PLAN-4$505,552$93,226$23,307iApproximate average salary by contribution assumption: employee only about $582,663 at 4% or $388,442 at 6%; with 50% employer match about $388,442 at 4% or $258,961 at 6%; with 100% employer match about $291,331 at 4% or $194,221 at 6%.
201124$1,274,301$195,426$48,857iApproximate average salary by contribution assumption: employee only about $1,221,413 at 4% or $814,275 at 6%; with 50% employer match about $814,275 at 4% or $542,850 at 6%; with 100% employer match about $610,706 at 4% or $407,138 at 6%.
O HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-4$861,975$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
O HARA ASSOCIATES, INC. 401(K) PLAN-4$412,326$65,426$16,357iApproximate average salary by contribution assumption: employee only about $408,913 at 4% or $272,608 at 6%; with 50% employer match about $272,608 at 4% or $181,739 at 6%; with 100% employer match about $204,456 at 4% or $136,304 at 6%.
201024$1,081,097$72,499$18,125iApproximate average salary by contribution assumption: employee only about $453,119 at 4% or $302,079 at 6%; with 50% employer match about $302,079 at 4% or $201,386 at 6%; with 100% employer match about $226,559 at 4% or $151,040 at 6%.
O HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-4$734,553$14,255$3,564iApproximate average salary by contribution assumption: employee only about $89,094 at 4% or $59,396 at 6%; with 50% employer match about $59,396 at 4% or $39,597 at 6%; with 100% employer match about $44,547 at 4% or $29,698 at 6%.
O HARA ASSOCIATES, INC. 401(K) PLAN-4$346,544$58,244$14,561iApproximate average salary by contribution assumption: employee only about $364,025 at 4% or $242,683 at 6%; with 50% employer match about $242,683 at 4% or $161,789 at 6%; with 100% employer match about $182,013 at 4% or $121,342 at 6%.
200924$973,376$220,210$55,053iApproximate average salary by contribution assumption: employee only about $1,376,313 at 4% or $917,542 at 6%; with 50% employer match about $917,542 at 4% or $611,694 at 6%; with 100% employer match about $688,156 at 4% or $458,771 at 6%.
O HARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$697,660$156,770$52,257iApproximate average salary by contribution assumption: employee only about $1,306,417 at 4% or $870,944 at 6%; with 50% employer match about $870,944 at 4% or $580,630 at 6%; with 100% employer match about $653,208 at 4% or $435,472 at 6%.
O HARA ASSOCIATES, INC. 401(K) PLAN-4$275,716$63,440$15,860iApproximate average salary by contribution assumption: employee only about $396,500 at 4% or $264,333 at 6%; with 50% employer match about $264,333 at 4% or $176,222 at 6%; with 100% employer match about $198,250 at 4% or $132,167 at 6%.
200824$695,534$201,779$50,445iApproximate average salary by contribution assumption: employee only about $1,261,119 at 4% or $840,746 at 6%; with 50% employer match about $840,746 at 4% or $560,497 at 6%; with 100% employer match about $630,559 at 4% or $420,373 at 6%.
OHARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-4$500,123$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
OHARA ASSOCIATES, INC. 401K PLAN-4$195,411$61,779$15,445iApproximate average salary by contribution assumption: employee only about $386,119 at 4% or $257,413 at 6%; with 50% employer match about $257,413 at 4% or $171,608 at 6%; with 100% employer match about $193,059 at 4% or $128,706 at 6%.
200734$0$0-
OHARA ASSOCIATES, INC. 401K PLAN-4---
OHARA ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-4---
Costello Ohara Retirement Plan-0---
200633$553,448$184,386$61,462iApproximate average salary by contribution assumption: employee only about $1,536,550 at 4% or $1,024,367 at 6%; with 50% employer match about $1,024,367 at 4% or $682,911 at 6%; with 100% employer match about $768,275 at 4% or $512,183 at 6%.
OHARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$262,421$131,723$43,908iApproximate average salary by contribution assumption: employee only about $1,097,692 at 4% or $731,794 at 6%; with 50% employer match about $731,794 at 4% or $487,863 at 6%; with 100% employer match about $548,846 at 4% or $365,897 at 6%.
Costello Ohara Retirement Plan-2$192,662--
OHARA ASSOCIATES, INC. 401K PLAN-3$98,365$52,663$17,554iApproximate average salary by contribution assumption: employee only about $438,858 at 4% or $292,572 at 6%; with 50% employer match about $292,572 at 4% or $195,048 at 6%; with 100% employer match about $219,429 at 4% or $146,286 at 6%.
200533$332,868$160,248$53,416iApproximate average salary by contribution assumption: employee only about $1,335,400 at 4% or $890,267 at 6%; with 50% employer match about $890,267 at 4% or $593,511 at 6%; with 100% employer match about $667,700 at 4% or $445,133 at 6%.
Costello Ohara Retirement Plan-2$172,579--
OHARA ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$122,783$122,761$40,920iApproximate average salary by contribution assumption: employee only about $1,023,008 at 4% or $682,006 at 6%; with 50% employer match about $682,006 at 4% or $454,670 at 6%; with 100% employer match about $511,504 at 4% or $341,003 at 6%.
OHARA ASSOCIATES, INC. 401K PLAN-3$37,506$37,487$12,496iApproximate average salary by contribution assumption: employee only about $312,392 at 4% or $208,261 at 6%; with 50% employer match about $208,261 at 4% or $138,841 at 6%; with 100% employer match about $156,196 at 4% or $104,131 at 6%.
200413$167,934$82,833$27,611iApproximate average salary by contribution assumption: employee only about $690,275 at 4% or $460,183 at 6%; with 50% employer match about $460,183 at 4% or $306,789 at 6%; with 100% employer match about $345,138 at 4% or $230,092 at 6%.
Costello Ohara Retirement Plan-3$167,934$82,833$27,611iApproximate average salary by contribution assumption: employee only about $690,275 at 4% or $460,183 at 6%; with 50% employer match about $460,183 at 4% or $306,789 at 6%; with 100% employer match about $345,138 at 4% or $230,092 at 6%.
200313$81,708$81,708$27,236iApproximate average salary by contribution assumption: employee only about $680,900 at 4% or $453,933 at 6%; with 50% employer match about $453,933 at 4% or $302,622 at 6%; with 100% employer match about $340,450 at 4% or $226,967 at 6%.
Costello Ohara Retirement Plan-3$81,708$81,708$27,236iApproximate average salary by contribution assumption: employee only about $680,900 at 4% or $453,933 at 6%; with 50% employer match about $453,933 at 4% or $302,622 at 6%; with 100% employer match about $340,450 at 4% or $226,967 at 6%.