Ovis LLC
Plan context: Ojai Valley Inn 401(K) Savings Plan
EIN 37-1472460 • Ojai, CA • 34 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
695
2025 Assets
$18,669,965
2025 Contributions
$3,422,667
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 695 | $0 | $0 | - |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 695 | - | - | - |
| 2024 | 2 | 918 | $18,669,965 | $3,422,667 | $3,728iApproximate average salary by contribution assumption: employee only about $93,210 at 4% or $62,140 at 6%; with 50% employer match about $62,140 at 4% or $41,427 at 6%; with 100% employer match about $46,605 at 4% or $31,070 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 918 | $18,669,965 | $3,422,667 | $3,728iApproximate average salary by contribution assumption: employee only about $93,210 at 4% or $62,140 at 6%; with 50% employer match about $62,140 at 4% or $41,427 at 6%; with 100% employer match about $46,605 at 4% or $31,070 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 626 | - | - | - |
| 2023 | 2 | 800 | $14,584,443 | $3,590,724 | $4,488iApproximate average salary by contribution assumption: employee only about $112,210 at 4% or $74,807 at 6%; with 50% employer match about $74,807 at 4% or $49,871 at 6%; with 100% employer match about $56,105 at 4% or $37,403 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 800 | $14,584,443 | $3,590,724 | $4,488iApproximate average salary by contribution assumption: employee only about $112,210 at 4% or $74,807 at 6%; with 50% employer match about $74,807 at 4% or $49,871 at 6%; with 100% employer match about $56,105 at 4% or $37,403 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 661 | - | - | - |
| 2022 | 2 | 753 | $10,237,211 | $1,903,427 | $2,528iApproximate average salary by contribution assumption: employee only about $63,195 at 4% or $42,130 at 6%; with 50% employer match about $42,130 at 4% or $28,087 at 6%; with 100% employer match about $31,597 at 4% or $21,065 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 753 | $10,237,211 | $1,903,427 | $2,528iApproximate average salary by contribution assumption: employee only about $63,195 at 4% or $42,130 at 6%; with 50% employer match about $42,130 at 4% or $28,087 at 6%; with 100% employer match about $31,597 at 4% or $21,065 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 306 | - | - | - |
| 2021 | 2 | 670 | $12,714,583 | $1,189,072 | $1,775iApproximate average salary by contribution assumption: employee only about $44,368 at 4% or $29,579 at 6%; with 50% employer match about $29,579 at 4% or $19,719 at 6%; with 100% employer match about $22,184 at 4% or $14,789 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 670 | $12,714,583 | $1,189,072 | $1,775iApproximate average salary by contribution assumption: employee only about $44,368 at 4% or $29,579 at 6%; with 50% employer match about $29,579 at 4% or $19,719 at 6%; with 100% employer match about $22,184 at 4% or $14,789 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 359 | - | - | - |
| 2020 | 2 | 590 | $11,272,461 | $869,289 | $1,473iApproximate average salary by contribution assumption: employee only about $36,834 at 4% or $24,556 at 6%; with 50% employer match about $24,556 at 4% or $16,371 at 6%; with 100% employer match about $18,417 at 4% or $12,278 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 590 | $11,272,461 | $869,289 | $1,473iApproximate average salary by contribution assumption: employee only about $36,834 at 4% or $24,556 at 6%; with 50% employer match about $24,556 at 4% or $16,371 at 6%; with 100% employer match about $18,417 at 4% or $12,278 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 538 | - | - | - |
| 2019 | 2 | 700 | $10,627,575 | $1,092,010 | $1,560iApproximate average salary by contribution assumption: employee only about $39,000 at 4% or $26,000 at 6%; with 50% employer match about $26,000 at 4% or $17,333 at 6%; with 100% employer match about $19,500 at 4% or $13,000 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 700 | $10,627,575 | $1,092,010 | $1,560iApproximate average salary by contribution assumption: employee only about $39,000 at 4% or $26,000 at 6%; with 50% employer match about $26,000 at 4% or $17,333 at 6%; with 100% employer match about $19,500 at 4% or $13,000 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 618 | - | - | - |
| 2018 | 2 | 651 | $8,644,508 | $946,605 | $1,454iApproximate average salary by contribution assumption: employee only about $36,352 at 4% or $24,235 at 6%; with 50% employer match about $24,235 at 4% or $16,156 at 6%; with 100% employer match about $18,176 at 4% or $12,117 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 651 | $8,644,508 | $946,605 | $1,454iApproximate average salary by contribution assumption: employee only about $36,352 at 4% or $24,235 at 6%; with 50% employer match about $24,235 at 4% or $16,156 at 6%; with 100% employer match about $18,176 at 4% or $12,117 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 584 | - | - | - |
| 2017 | 2 | 681 | $8,975,761 | $928,582 | $1,364iApproximate average salary by contribution assumption: employee only about $34,089 at 4% or $22,726 at 6%; with 50% employer match about $22,726 at 4% or $15,151 at 6%; with 100% employer match about $17,044 at 4% or $11,363 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 681 | $8,975,761 | $928,582 | $1,364iApproximate average salary by contribution assumption: employee only about $34,089 at 4% or $22,726 at 6%; with 50% employer match about $22,726 at 4% or $15,151 at 6%; with 100% employer match about $17,044 at 4% or $11,363 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 581 | - | - | - |
| 2016 | 1 | 675 | $7,603,270 | $882,392 | $1,307iApproximate average salary by contribution assumption: employee only about $32,681 at 4% or $21,787 at 6%; with 50% employer match about $21,787 at 4% or $14,525 at 6%; with 100% employer match about $16,341 at 4% or $10,894 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 675 | $7,603,270 | $882,392 | $1,307iApproximate average salary by contribution assumption: employee only about $32,681 at 4% or $21,787 at 6%; with 50% employer match about $21,787 at 4% or $14,525 at 6%; with 100% employer match about $16,341 at 4% or $10,894 at 6%. |
| 2015 | 1 | 619 | $6,603,326 | $839,979 | $1,357iApproximate average salary by contribution assumption: employee only about $33,925 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,962 at 4% or $11,308 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 619 | $6,603,326 | $839,979 | $1,357iApproximate average salary by contribution assumption: employee only about $33,925 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,962 at 4% or $11,308 at 6%. |
| 2014 | 1 | 605 | $6,556,293 | $761,263 | $1,258iApproximate average salary by contribution assumption: employee only about $31,457 at 4% or $20,971 at 6%; with 50% employer match about $20,971 at 4% or $13,981 at 6%; with 100% employer match about $15,729 at 4% or $10,486 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 605 | $6,556,293 | $761,263 | $1,258iApproximate average salary by contribution assumption: employee only about $31,457 at 4% or $20,971 at 6%; with 50% employer match about $20,971 at 4% or $13,981 at 6%; with 100% employer match about $15,729 at 4% or $10,486 at 6%. |
| 2013 | 2 | 587 | $6,094,724 | $810,971 | $1,382iApproximate average salary by contribution assumption: employee only about $34,539 at 4% or $23,026 at 6%; with 50% employer match about $23,026 at 4% or $15,351 at 6%; with 100% employer match about $17,269 at 4% or $11,513 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 587 | $6,094,724 | $810,971 | $1,382iApproximate average salary by contribution assumption: employee only about $34,539 at 4% or $23,026 at 6%; with 50% employer match about $23,026 at 4% or $15,351 at 6%; with 100% employer match about $17,269 at 4% or $11,513 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 414 | - | - | - |
| 2012 | 2 | 361 | $4,903,282 | $706,419 | $1,957iApproximate average salary by contribution assumption: employee only about $48,921 at 4% or $32,614 at 6%; with 50% employer match about $32,614 at 4% or $21,743 at 6%; with 100% employer match about $24,460 at 4% or $16,307 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 232 | $4,903,282 | $706,419 | $3,045iApproximate average salary by contribution assumption: employee only about $76,123 at 4% or $50,748 at 6%; with 50% employer match about $50,748 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 361 | - | - | - |
| 2011 | 2 | 467 | $4,218,570 | $658,360 | $1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 467 | $4,218,570 | $658,360 | $1,410iApproximate average salary by contribution assumption: employee only about $35,244 at 4% or $23,496 at 6%; with 50% employer match about $23,496 at 4% or $15,664 at 6%; with 100% employer match about $17,622 at 4% or $11,748 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 318 | - | - | - |
| 2010 | 2 | 460 | $4,014,719 | $464,442 | $1,010iApproximate average salary by contribution assumption: employee only about $25,241 at 4% or $16,828 at 6%; with 50% employer match about $16,828 at 4% or $11,218 at 6%; with 100% employer match about $12,621 at 4% or $8,414 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 460 | $4,014,719 | $464,442 | $1,010iApproximate average salary by contribution assumption: employee only about $25,241 at 4% or $16,828 at 6%; with 50% employer match about $16,828 at 4% or $11,218 at 6%; with 100% employer match about $12,621 at 4% or $8,414 at 6%. |
| Ojai Valley Inn and Spa Health and Benefits Welfare Plan | - | 299 | - | - | - |
| 2009 | 1 | 400 | $3,746,389 | $474,201 | $1,186iApproximate average salary by contribution assumption: employee only about $29,638 at 4% or $19,758 at 6%; with 50% employer match about $19,758 at 4% or $13,172 at 6%; with 100% employer match about $14,819 at 4% or $9,879 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 400 | $3,746,389 | $474,201 | $1,186iApproximate average salary by contribution assumption: employee only about $29,638 at 4% or $19,758 at 6%; with 50% employer match about $19,758 at 4% or $13,172 at 6%; with 100% employer match about $14,819 at 4% or $9,879 at 6%. |
| 2008 | 1 | 445 | $3,128,770 | $659,459 | $1,482iApproximate average salary by contribution assumption: employee only about $37,048 at 4% or $24,699 at 6%; with 50% employer match about $24,699 at 4% or $16,466 at 6%; with 100% employer match about $18,524 at 4% or $12,349 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 445 | $3,128,770 | $659,459 | $1,482iApproximate average salary by contribution assumption: employee only about $37,048 at 4% or $24,699 at 6%; with 50% employer match about $24,699 at 4% or $16,466 at 6%; with 100% employer match about $18,524 at 4% or $12,349 at 6%. |
| 2007 | 1 | 441 | $4,122,119 | $757,240 | $1,717iApproximate average salary by contribution assumption: employee only about $42,927 at 4% or $28,618 at 6%; with 50% employer match about $28,618 at 4% or $19,079 at 6%; with 100% employer match about $21,464 at 4% or $14,309 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 441 | $4,122,119 | $757,240 | $1,717iApproximate average salary by contribution assumption: employee only about $42,927 at 4% or $28,618 at 6%; with 50% employer match about $28,618 at 4% or $19,079 at 6%; with 100% employer match about $21,464 at 4% or $14,309 at 6%. |
| 2006 | 1 | 216 | $3,668,550 | $649,251 | $3,006iApproximate average salary by contribution assumption: employee only about $75,145 at 4% or $50,097 at 6%; with 50% employer match about $50,097 at 4% or $33,398 at 6%; with 100% employer match about $37,572 at 4% or $25,048 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 216 | $3,668,550 | $649,251 | $3,006iApproximate average salary by contribution assumption: employee only about $75,145 at 4% or $50,097 at 6%; with 50% employer match about $50,097 at 4% or $33,398 at 6%; with 100% employer match about $37,572 at 4% or $25,048 at 6%. |
| 2005 | 1 | 351 | $3,184,682 | $625,000 | $1,781iApproximate average salary by contribution assumption: employee only about $44,516 at 4% or $29,677 at 6%; with 50% employer match about $29,677 at 4% or $19,785 at 6%; with 100% employer match about $22,258 at 4% or $14,839 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 351 | $3,184,682 | $625,000 | $1,781iApproximate average salary by contribution assumption: employee only about $44,516 at 4% or $29,677 at 6%; with 50% employer match about $29,677 at 4% or $19,785 at 6%; with 100% employer match about $22,258 at 4% or $14,839 at 6%. |
| 2004 | 1 | 199 | $2,783,251 | $490,467 | $2,465iApproximate average salary by contribution assumption: employee only about $61,616 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%. |
| Ojai Valley Inn 401(K) Savings Plan | - | 199 | $2,783,251 | $490,467 | $2,465iApproximate average salary by contribution assumption: employee only about $61,616 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%. |