Ozaukee Country Club
Plan context: Ozaukee Country Club 401K Retirement Plan
EIN 39-0501108 • Mequon, WI • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$1,221,292
2024 Contributions
$138,795
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 30 | $1,221,292 | $138,795 | $4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 30 | $1,221,292 | $138,795 | $4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%. |
| 2023 | 1 | 25 | $978,040 | $90,689 | $3,628iApproximate average salary by contribution assumption: employee only about $90,689 at 4% or $60,459 at 6%; with 50% employer match about $60,459 at 4% or $40,306 at 6%; with 100% employer match about $45,345 at 4% or $30,230 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 25 | $978,040 | $90,689 | $3,628iApproximate average salary by contribution assumption: employee only about $90,689 at 4% or $60,459 at 6%; with 50% employer match about $60,459 at 4% or $40,306 at 6%; with 100% employer match about $45,345 at 4% or $30,230 at 6%. |
| 2022 | 1 | 27 | $867,156 | $72,922 | $2,701iApproximate average salary by contribution assumption: employee only about $67,520 at 4% or $45,014 at 6%; with 50% employer match about $45,014 at 4% or $30,009 at 6%; with 100% employer match about $33,760 at 4% or $22,507 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 27 | $867,156 | $72,922 | $2,701iApproximate average salary by contribution assumption: employee only about $67,520 at 4% or $45,014 at 6%; with 50% employer match about $45,014 at 4% or $30,009 at 6%; with 100% employer match about $33,760 at 4% or $22,507 at 6%. |
| 2021 | 1 | 26 | $979,438 | $71,690 | $2,757iApproximate average salary by contribution assumption: employee only about $68,933 at 4% or $45,955 at 6%; with 50% employer match about $45,955 at 4% or $30,637 at 6%; with 100% employer match about $34,466 at 4% or $22,978 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 26 | $979,438 | $71,690 | $2,757iApproximate average salary by contribution assumption: employee only about $68,933 at 4% or $45,955 at 6%; with 50% employer match about $45,955 at 4% or $30,637 at 6%; with 100% employer match about $34,466 at 4% or $22,978 at 6%. |
| 2020 | 1 | 31 | $966,134 | $68,434 | $2,208iApproximate average salary by contribution assumption: employee only about $55,189 at 4% or $36,792 at 6%; with 50% employer match about $36,792 at 4% or $24,528 at 6%; with 100% employer match about $27,594 at 4% or $18,396 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 31 | $966,134 | $68,434 | $2,208iApproximate average salary by contribution assumption: employee only about $55,189 at 4% or $36,792 at 6%; with 50% employer match about $36,792 at 4% or $24,528 at 6%; with 100% employer match about $27,594 at 4% or $18,396 at 6%. |
| 2019 | 1 | 28 | $812,017 | $79,228 | $2,830iApproximate average salary by contribution assumption: employee only about $70,739 at 4% or $47,160 at 6%; with 50% employer match about $47,160 at 4% or $31,440 at 6%; with 100% employer match about $35,370 at 4% or $23,580 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 28 | $812,017 | $79,228 | $2,830iApproximate average salary by contribution assumption: employee only about $70,739 at 4% or $47,160 at 6%; with 50% employer match about $47,160 at 4% or $31,440 at 6%; with 100% employer match about $35,370 at 4% or $23,580 at 6%. |
| 2018 | 1 | 32 | $674,135 | $81,267 | $2,540iApproximate average salary by contribution assumption: employee only about $63,490 at 4% or $42,327 at 6%; with 50% employer match about $42,327 at 4% or $28,218 at 6%; with 100% employer match about $31,745 at 4% or $21,163 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 32 | $674,135 | $81,267 | $2,540iApproximate average salary by contribution assumption: employee only about $63,490 at 4% or $42,327 at 6%; with 50% employer match about $42,327 at 4% or $28,218 at 6%; with 100% employer match about $31,745 at 4% or $21,163 at 6%. |
| 2017 | 1 | 32 | $713,882 | $74,242 | $2,320iApproximate average salary by contribution assumption: employee only about $58,002 at 4% or $38,668 at 6%; with 50% employer match about $38,668 at 4% or $25,778 at 6%; with 100% employer match about $29,001 at 4% or $19,334 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 32 | $713,882 | $74,242 | $2,320iApproximate average salary by contribution assumption: employee only about $58,002 at 4% or $38,668 at 6%; with 50% employer match about $38,668 at 4% or $25,778 at 6%; with 100% employer match about $29,001 at 4% or $19,334 at 6%. |
| 2016 | 1 | 30 | $585,268 | $63,317 | $2,111iApproximate average salary by contribution assumption: employee only about $52,764 at 4% or $35,176 at 6%; with 50% employer match about $35,176 at 4% or $23,451 at 6%; with 100% employer match about $26,382 at 4% or $17,588 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 30 | $585,268 | $63,317 | $2,111iApproximate average salary by contribution assumption: employee only about $52,764 at 4% or $35,176 at 6%; with 50% employer match about $35,176 at 4% or $23,451 at 6%; with 100% employer match about $26,382 at 4% or $17,588 at 6%. |
| 2015 | 1 | 34 | $591,622 | $61,419 | $1,806iApproximate average salary by contribution assumption: employee only about $45,161 at 4% or $30,107 at 6%; with 50% employer match about $30,107 at 4% or $20,072 at 6%; with 100% employer match about $22,581 at 4% or $15,054 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 34 | $591,622 | $61,419 | $1,806iApproximate average salary by contribution assumption: employee only about $45,161 at 4% or $30,107 at 6%; with 50% employer match about $30,107 at 4% or $20,072 at 6%; with 100% employer match about $22,581 at 4% or $15,054 at 6%. |
| 2014 | 1 | 31 | $537,557 | $50,742 | $1,637iApproximate average salary by contribution assumption: employee only about $40,921 at 4% or $27,281 at 6%; with 50% employer match about $27,281 at 4% or $18,187 at 6%; with 100% employer match about $20,460 at 4% or $13,640 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 31 | $537,557 | $50,742 | $1,637iApproximate average salary by contribution assumption: employee only about $40,921 at 4% or $27,281 at 6%; with 50% employer match about $27,281 at 4% or $18,187 at 6%; with 100% employer match about $20,460 at 4% or $13,640 at 6%. |
| 2013 | 1 | 29 | $568,450 | $46,082 | $1,589iApproximate average salary by contribution assumption: employee only about $39,726 at 4% or $26,484 at 6%; with 50% employer match about $26,484 at 4% or $17,656 at 6%; with 100% employer match about $19,863 at 4% or $13,242 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 29 | $568,450 | $46,082 | $1,589iApproximate average salary by contribution assumption: employee only about $39,726 at 4% or $26,484 at 6%; with 50% employer match about $26,484 at 4% or $17,656 at 6%; with 100% employer match about $19,863 at 4% or $13,242 at 6%. |
| 2012 | 1 | 25 | $480,180 | $41,339 | $1,654iApproximate average salary by contribution assumption: employee only about $41,339 at 4% or $27,559 at 6%; with 50% employer match about $27,559 at 4% or $18,373 at 6%; with 100% employer match about $20,670 at 4% or $13,780 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 25 | $480,180 | $41,339 | $1,654iApproximate average salary by contribution assumption: employee only about $41,339 at 4% or $27,559 at 6%; with 50% employer match about $27,559 at 4% or $18,373 at 6%; with 100% employer match about $20,670 at 4% or $13,780 at 6%. |
| 2011 | 1 | 28 | $552,023 | $57,764 | $2,063iApproximate average salary by contribution assumption: employee only about $51,575 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,788 at 4% or $17,192 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 28 | $552,023 | $57,764 | $2,063iApproximate average salary by contribution assumption: employee only about $51,575 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,788 at 4% or $17,192 at 6%. |
| 2010 | 1 | 28 | $532,713 | $61,217 | $2,186iApproximate average salary by contribution assumption: employee only about $54,658 at 4% or $36,439 at 6%; with 50% employer match about $36,439 at 4% or $24,292 at 6%; with 100% employer match about $27,329 at 4% or $18,219 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 28 | $532,713 | $61,217 | $2,186iApproximate average salary by contribution assumption: employee only about $54,658 at 4% or $36,439 at 6%; with 50% employer match about $36,439 at 4% or $24,292 at 6%; with 100% employer match about $27,329 at 4% or $18,219 at 6%. |
| 2009 | 1 | 30 | $633,056 | $116,903 | $3,897iApproximate average salary by contribution assumption: employee only about $97,419 at 4% or $64,946 at 6%; with 50% employer match about $64,946 at 4% or $43,297 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 30 | $633,056 | $116,903 | $3,897iApproximate average salary by contribution assumption: employee only about $97,419 at 4% or $64,946 at 6%; with 50% employer match about $64,946 at 4% or $43,297 at 6%; with 100% employer match about $48,710 at 4% or $32,473 at 6%. |
| 2008 | 1 | 37 | $475,156 | $83,229 | $2,249iApproximate average salary by contribution assumption: employee only about $56,236 at 4% or $37,491 at 6%; with 50% employer match about $37,491 at 4% or $24,994 at 6%; with 100% employer match about $28,118 at 4% or $18,745 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 37 | $475,156 | $83,229 | $2,249iApproximate average salary by contribution assumption: employee only about $56,236 at 4% or $37,491 at 6%; with 50% employer match about $37,491 at 4% or $24,994 at 6%; with 100% employer match about $28,118 at 4% or $18,745 at 6%. |
| 2007 | 1 | 37 | $678,154 | $75,197 | $2,032iApproximate average salary by contribution assumption: employee only about $50,809 at 4% or $33,873 at 6%; with 50% employer match about $33,873 at 4% or $22,582 at 6%; with 100% employer match about $25,404 at 4% or $16,936 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 37 | $678,154 | $75,197 | $2,032iApproximate average salary by contribution assumption: employee only about $50,809 at 4% or $33,873 at 6%; with 50% employer match about $33,873 at 4% or $22,582 at 6%; with 100% employer match about $25,404 at 4% or $16,936 at 6%. |
| 2006 | 1 | 32 | $561,743 | $82,013 | $2,563iApproximate average salary by contribution assumption: employee only about $64,073 at 4% or $42,715 at 6%; with 50% employer match about $42,715 at 4% or $28,477 at 6%; with 100% employer match about $32,036 at 4% or $21,358 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 32 | $561,743 | $82,013 | $2,563iApproximate average salary by contribution assumption: employee only about $64,073 at 4% or $42,715 at 6%; with 50% employer match about $42,715 at 4% or $28,477 at 6%; with 100% employer match about $32,036 at 4% or $21,358 at 6%. |
| 2005 | 1 | 35 | $472,942 | $98,658 | $2,819iApproximate average salary by contribution assumption: employee only about $70,470 at 4% or $46,980 at 6%; with 50% employer match about $46,980 at 4% or $31,320 at 6%; with 100% employer match about $35,235 at 4% or $23,490 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 35 | $472,942 | $98,658 | $2,819iApproximate average salary by contribution assumption: employee only about $70,470 at 4% or $46,980 at 6%; with 50% employer match about $46,980 at 4% or $31,320 at 6%; with 100% employer match about $35,235 at 4% or $23,490 at 6%. |
| 2004 | 1 | 42 | $410,689 | $75,881 | $1,807iApproximate average salary by contribution assumption: employee only about $45,167 at 4% or $30,112 at 6%; with 50% employer match about $30,112 at 4% or $20,074 at 6%; with 100% employer match about $22,584 at 4% or $15,056 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 42 | $410,689 | $75,881 | $1,807iApproximate average salary by contribution assumption: employee only about $45,167 at 4% or $30,112 at 6%; with 50% employer match about $30,112 at 4% or $20,074 at 6%; with 100% employer match about $22,584 at 4% or $15,056 at 6%. |
| 2003 | 1 | 31 | $322,427 | $61,287 | $1,977iApproximate average salary by contribution assumption: employee only about $49,425 at 4% or $32,950 at 6%; with 50% employer match about $32,950 at 4% or $21,967 at 6%; with 100% employer match about $24,713 at 4% or $16,475 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 31 | $322,427 | $61,287 | $1,977iApproximate average salary by contribution assumption: employee only about $49,425 at 4% or $32,950 at 6%; with 50% employer match about $32,950 at 4% or $21,967 at 6%; with 100% employer match about $24,713 at 4% or $16,475 at 6%. |
| 2002 | 1 | 44 | $259,736 | $102,646 | $2,333iApproximate average salary by contribution assumption: employee only about $58,322 at 4% or $38,881 at 6%; with 50% employer match about $38,881 at 4% or $25,921 at 6%; with 100% employer match about $29,161 at 4% or $19,441 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 44 | $259,736 | $102,646 | $2,333iApproximate average salary by contribution assumption: employee only about $58,322 at 4% or $38,881 at 6%; with 50% employer match about $38,881 at 4% or $25,921 at 6%; with 100% employer match about $29,161 at 4% or $19,441 at 6%. |
| 2001 | 1 | 50 | $0 | $0 | - |
| Ozaukee Country Club 401K Retirement Plan | - | 50 | - | - | - |
| 2000 | 1 | 41 | $155,565 | $81,298 | $1,983iApproximate average salary by contribution assumption: employee only about $49,572 at 4% or $33,048 at 6%; with 50% employer match about $33,048 at 4% or $22,032 at 6%; with 100% employer match about $24,786 at 4% or $16,524 at 6%. |
| Ozaukee Country Club 401K Retirement Plan | - | 41 | $155,565 | $81,298 | $1,983iApproximate average salary by contribution assumption: employee only about $49,572 at 4% or $33,048 at 6%; with 50% employer match about $33,048 at 4% or $22,032 at 6%; with 100% employer match about $24,786 at 4% or $16,524 at 6%. |
| 1999 | 1 | 41 | $0 | $0 | - |
| Ozaukee Country Club 401K Retirement Plan | - | 41 | - | - | - |