Civic Intelligence

Orman Guidance Inc.

Plan context: Orman Guidance Inc. 401(K) Profit Sharing Plan

EIN 41-1250939 • Minneapolis, MN • 23 filings • 5 plans

4951 W 77th St #33Minneapolis, MN 55435-4805
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,044,157

2024 Contributions

$7,568

Historical Graphs

Total Assets Over Time

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

$1,044,157$522,079$0199920142024YearValue
$1,044,157Latest year 2024

Participants Over Time

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

19100199920132024YearValue
7Latest 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
202417$1,044,157$7,568$1,081iApproximate average salary by contribution assumption: employee only about $27,029 at 4% or $18,019 at 6%; with 50% employer match about $18,019 at 4% or $12,013 at 6%; with 100% employer match about $13,514 at 4% or $9,010 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-7$1,044,157$7,568$1,081iApproximate average salary by contribution assumption: employee only about $27,029 at 4% or $18,019 at 6%; with 50% employer match about $18,019 at 4% or $12,013 at 6%; with 100% employer match about $13,514 at 4% or $9,010 at 6%.
202316$948,035$13,155$2,193iApproximate average salary by contribution assumption: employee only about $54,813 at 4% or $36,542 at 6%; with 50% employer match about $36,542 at 4% or $24,361 at 6%; with 100% employer match about $27,406 at 4% or $18,271 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$948,035$13,155$2,193iApproximate average salary by contribution assumption: employee only about $54,813 at 4% or $36,542 at 6%; with 50% employer match about $36,542 at 4% or $24,361 at 6%; with 100% employer match about $27,406 at 4% or $18,271 at 6%.
202216$806,985$14,015$2,336iApproximate average salary by contribution assumption: employee only about $58,396 at 4% or $38,931 at 6%; with 50% employer match about $38,931 at 4% or $25,954 at 6%; with 100% employer match about $29,198 at 4% or $19,465 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$806,985$14,015$2,336iApproximate average salary by contribution assumption: employee only about $58,396 at 4% or $38,931 at 6%; with 50% employer match about $38,931 at 4% or $25,954 at 6%; with 100% employer match about $29,198 at 4% or $19,465 at 6%.
202116$966,889$9,855$1,643iApproximate average salary by contribution assumption: employee only about $41,063 at 4% or $27,375 at 6%; with 50% employer match about $27,375 at 4% or $18,250 at 6%; with 100% employer match about $20,531 at 4% or $13,688 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$966,889$9,855$1,643iApproximate average salary by contribution assumption: employee only about $41,063 at 4% or $27,375 at 6%; with 50% employer match about $27,375 at 4% or $18,250 at 6%; with 100% employer match about $20,531 at 4% or $13,688 at 6%.
202016$847,373$11,291$1,882iApproximate average salary by contribution assumption: employee only about $47,046 at 4% or $31,364 at 6%; with 50% employer match about $31,364 at 4% or $20,909 at 6%; with 100% employer match about $23,523 at 4% or $15,682 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$847,373$11,291$1,882iApproximate average salary by contribution assumption: employee only about $47,046 at 4% or $31,364 at 6%; with 50% employer match about $31,364 at 4% or $20,909 at 6%; with 100% employer match about $23,523 at 4% or $15,682 at 6%.
2019110$744,911$9,756$976iApproximate average salary by contribution assumption: employee only about $24,390 at 4% or $16,260 at 6%; with 50% employer match about $16,260 at 4% or $10,840 at 6%; with 100% employer match about $12,195 at 4% or $8,130 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-10$744,911$9,756$976iApproximate average salary by contribution assumption: employee only about $24,390 at 4% or $16,260 at 6%; with 50% employer match about $16,260 at 4% or $10,840 at 6%; with 100% employer match about $12,195 at 4% or $8,130 at 6%.
201818$722,078$14,541$1,818iApproximate average salary by contribution assumption: employee only about $45,441 at 4% or $30,294 at 6%; with 50% employer match about $30,294 at 4% or $20,196 at 6%; with 100% employer match about $22,720 at 4% or $15,147 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-8$722,078$14,541$1,818iApproximate average salary by contribution assumption: employee only about $45,441 at 4% or $30,294 at 6%; with 50% employer match about $30,294 at 4% or $20,196 at 6%; with 100% employer match about $22,720 at 4% or $15,147 at 6%.
2017111$799,214$28,636$2,603iApproximate average salary by contribution assumption: employee only about $65,082 at 4% or $43,388 at 6%; with 50% employer match about $43,388 at 4% or $28,925 at 6%; with 100% employer match about $32,541 at 4% or $21,694 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-11$799,214$28,636$2,603iApproximate average salary by contribution assumption: employee only about $65,082 at 4% or $43,388 at 6%; with 50% employer match about $43,388 at 4% or $28,925 at 6%; with 100% employer match about $32,541 at 4% or $21,694 at 6%.
2016118$667,352$30,872$1,715iApproximate average salary by contribution assumption: employee only about $42,878 at 4% or $28,585 at 6%; with 50% employer match about $28,585 at 4% or $19,057 at 6%; with 100% employer match about $21,439 at 4% or $14,293 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-18$667,352$30,872$1,715iApproximate average salary by contribution assumption: employee only about $42,878 at 4% or $28,585 at 6%; with 50% employer match about $28,585 at 4% or $19,057 at 6%; with 100% employer match about $21,439 at 4% or $14,293 at 6%.
2015119$611,154$38,217$2,011iApproximate average salary by contribution assumption: employee only about $50,286 at 4% or $33,524 at 6%; with 50% employer match about $33,524 at 4% or $22,349 at 6%; with 100% employer match about $25,143 at 4% or $16,762 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-19$611,154$38,217$2,011iApproximate average salary by contribution assumption: employee only about $50,286 at 4% or $33,524 at 6%; with 50% employer match about $33,524 at 4% or $22,349 at 6%; with 100% employer match about $25,143 at 4% or $16,762 at 6%.
2014115$632,336$23,846$1,590iApproximate average salary by contribution assumption: employee only about $39,743 at 4% or $26,496 at 6%; with 50% employer match about $26,496 at 4% or $17,664 at 6%; with 100% employer match about $19,872 at 4% or $13,248 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-15$632,336$23,846$1,590iApproximate average salary by contribution assumption: employee only about $39,743 at 4% or $26,496 at 6%; with 50% employer match about $26,496 at 4% or $17,664 at 6%; with 100% employer match about $19,872 at 4% or $13,248 at 6%.
201316$578,240$37,499$6,250iApproximate average salary by contribution assumption: employee only about $156,246 at 4% or $104,164 at 6%; with 50% employer match about $104,164 at 4% or $69,443 at 6%; with 100% employer match about $78,123 at 4% or $52,082 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$578,240$37,499$6,250iApproximate average salary by contribution assumption: employee only about $156,246 at 4% or $104,164 at 6%; with 50% employer match about $104,164 at 4% or $69,443 at 6%; with 100% employer match about $78,123 at 4% or $52,082 at 6%.
201216$454,768$27,604$4,601iApproximate average salary by contribution assumption: employee only about $115,017 at 4% or $76,678 at 6%; with 50% employer match about $76,678 at 4% or $51,119 at 6%; with 100% employer match about $57,508 at 4% or $38,339 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$454,768$27,604$4,601iApproximate average salary by contribution assumption: employee only about $115,017 at 4% or $76,678 at 6%; with 50% employer match about $76,678 at 4% or $51,119 at 6%; with 100% employer match about $57,508 at 4% or $38,339 at 6%.
201114$383,838$27,421$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,691 at 4% or $57,127 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-4$383,838$27,421$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,691 at 4% or $57,127 at 6%.
201015$385,094$33,835$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-5$385,094$33,835$6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%.
200919$422,677$40,785$4,532iApproximate average salary by contribution assumption: employee only about $113,292 at 4% or $75,528 at 6%; with 50% employer match about $75,528 at 4% or $50,352 at 6%; with 100% employer match about $56,646 at 4% or $37,764 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-9$422,677$40,785$4,532iApproximate average salary by contribution assumption: employee only about $113,292 at 4% or $75,528 at 6%; with 50% employer match about $75,528 at 4% or $50,352 at 6%; with 100% employer match about $56,646 at 4% or $37,764 at 6%.
200717$395,931$34,267$4,895iApproximate average salary by contribution assumption: employee only about $122,382 at 4% or $81,588 at 6%; with 50% employer match about $81,588 at 4% or $54,392 at 6%; with 100% employer match about $61,191 at 4% or $40,794 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-7$395,931$34,267$4,895iApproximate average salary by contribution assumption: employee only about $122,382 at 4% or $81,588 at 6%; with 50% employer match about $81,588 at 4% or $54,392 at 6%; with 100% employer match about $61,191 at 4% or $40,794 at 6%.
200617$349,395$29,070$4,153iApproximate average salary by contribution assumption: employee only about $103,821 at 4% or $69,214 at 6%; with 50% employer match about $69,214 at 4% or $46,143 at 6%; with 100% employer match about $51,911 at 4% or $34,607 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-7$349,395$29,070$4,153iApproximate average salary by contribution assumption: employee only about $103,821 at 4% or $69,214 at 6%; with 50% employer match about $69,214 at 4% or $46,143 at 6%; with 100% employer match about $51,911 at 4% or $34,607 at 6%.
200516$278,537$39,266$6,544iApproximate average salary by contribution assumption: employee only about $163,608 at 4% or $109,072 at 6%; with 50% employer match about $109,072 at 4% or $72,715 at 6%; with 100% employer match about $81,804 at 4% or $54,536 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-6$278,537$39,266$6,544iApproximate average salary by contribution assumption: employee only about $163,608 at 4% or $109,072 at 6%; with 50% employer match about $109,072 at 4% or $72,715 at 6%; with 100% employer match about $81,804 at 4% or $54,536 at 6%.
200415$219,665$33,189$6,638iApproximate average salary by contribution assumption: employee only about $165,945 at 4% or $110,630 at 6%; with 50% employer match about $110,630 at 4% or $73,753 at 6%; with 100% employer match about $82,973 at 4% or $55,315 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-5$219,665$33,189$6,638iApproximate average salary by contribution assumption: employee only about $165,945 at 4% or $110,630 at 6%; with 50% employer match about $110,630 at 4% or $73,753 at 6%; with 100% employer match about $82,973 at 4% or $55,315 at 6%.
200317$183,094$29,880$4,269iApproximate average salary by contribution assumption: employee only about $106,714 at 4% or $71,143 at 6%; with 50% employer match about $71,143 at 4% or $47,429 at 6%; with 100% employer match about $53,357 at 4% or $35,571 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-7$183,094$29,880$4,269iApproximate average salary by contribution assumption: employee only about $106,714 at 4% or $71,143 at 6%; with 50% employer match about $71,143 at 4% or $47,429 at 6%; with 100% employer match about $53,357 at 4% or $35,571 at 6%.
2001110$0$0-
Orman Guidance Inc. 401(K) Profit Sharing Plan-10---
1999113$164,958$36,224$2,786iApproximate average salary by contribution assumption: employee only about $69,662 at 4% or $46,441 at 6%; with 50% employer match about $46,441 at 4% or $30,961 at 6%; with 100% employer match about $34,831 at 4% or $23,221 at 6%.
Orman Guidance Inc. 401(K) Profit Sharing Plan-13$164,958$36,224$2,786iApproximate average salary by contribution assumption: employee only about $69,662 at 4% or $46,441 at 6%; with 50% employer match about $46,441 at 4% or $30,961 at 6%; with 100% employer match about $34,831 at 4% or $23,221 at 6%.