Civic Intelligence

O' Connor and Associates Ltd

Plan context: Oca 401(K) Profit Sharing Plan

EIN 36-3862326 • Carpentersville, IL • 4 filings • 4 plans

11 West Main Street, Suite 203Carpentersville, IL 60110
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$3,783,933

2024 Contributions

$390,975

Historical Graphs

Total Assets Over Time

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

$3,783,933$1,891,967$0199920022024YearValue
$3,783,933Latest year 2024

Participants Over Time

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

28140199920022024YearValue
28Latest 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
2024128$3,783,933$390,975$13,963iApproximate average salary by contribution assumption: employee only about $349,085 at 4% or $232,723 at 6%; with 50% employer match about $232,723 at 4% or $155,149 at 6%; with 100% employer match about $174,542 at 4% or $116,362 at 6%.
Oca 401(K) Profit Sharing Plan-28$3,783,933$390,975$13,963iApproximate average salary by contribution assumption: employee only about $349,085 at 4% or $232,723 at 6%; with 50% employer match about $232,723 at 4% or $155,149 at 6%; with 100% employer match about $174,542 at 4% or $116,362 at 6%.
2002111$52,651$54,217$4,929iApproximate average salary by contribution assumption: employee only about $123,220 at 4% or $82,147 at 6%; with 50% employer match about $82,147 at 4% or $54,765 at 6%; with 100% employer match about $61,610 at 4% or $41,073 at 6%.
Oca 401(K) Profit Sharing Plan-11$52,651$54,217$4,929iApproximate average salary by contribution assumption: employee only about $123,220 at 4% or $82,147 at 6%; with 50% employer match about $82,147 at 4% or $54,765 at 6%; with 100% employer match about $61,610 at 4% or $41,073 at 6%.
200010$0$0-
Oca 401(K) Profit Sharing Plan-0---
199916$282,180$42,998$7,166iApproximate average salary by contribution assumption: employee only about $179,158 at 4% or $119,439 at 6%; with 50% employer match about $119,439 at 4% or $79,626 at 6%; with 100% employer match about $89,579 at 4% or $59,719 at 6%.
Oca 401(K) Profit Sharing Plan-6$282,180$42,998$7,166iApproximate average salary by contribution assumption: employee only about $179,158 at 4% or $119,439 at 6%; with 50% employer match about $119,439 at 4% or $79,626 at 6%; with 100% employer match about $89,579 at 4% or $59,719 at 6%.