Civic Intelligence

Occam Group Limited

Plan context: Occam Group Limited 401(K) Plan

EIN 41-1957544 • Edina, MN • 12 filings • 2 plans

6600 France Ave S #425Edina, MN 55435
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$876,583

2019 Contributions

$53,357

Historical Graphs

Total Assets Over Time

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

$1,201,928$600,964$0200920142019YearValue
$876,583Latest year 2019

Participants Over Time

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

1890200820142019YearValue
11Latest year 2019

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
2019111$876,583$53,357$4,851iApproximate average salary by contribution assumption: employee only about $121,266 at 4% or $80,844 at 6%; with 50% employer match about $80,844 at 4% or $53,896 at 6%; with 100% employer match about $60,633 at 4% or $40,422 at 6%.
Occam Group Limited 401(K) Plan-11$876,583$53,357$4,851iApproximate average salary by contribution assumption: employee only about $121,266 at 4% or $80,844 at 6%; with 50% employer match about $80,844 at 4% or $53,896 at 6%; with 100% employer match about $60,633 at 4% or $40,422 at 6%.
2018111$652,804$73,179$6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,877 at 6%; with 50% employer match about $110,877 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%.
Occam Group Limited 401(K) Plan-11$652,804$73,179$6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,877 at 6%; with 50% employer match about $110,877 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%.
2017115$1,029,856$79,068$5,271iApproximate average salary by contribution assumption: employee only about $131,780 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%.
Occam Group Limited 401(K) Plan-15$1,029,856$79,068$5,271iApproximate average salary by contribution assumption: employee only about $131,780 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%.
2016118$1,201,928$47,257$2,625iApproximate average salary by contribution assumption: employee only about $65,635 at 4% or $43,756 at 6%; with 50% employer match about $43,756 at 4% or $29,171 at 6%; with 100% employer match about $32,817 at 4% or $21,878 at 6%.
Occam Group Limited 401(K) Plan-18$1,201,928$47,257$2,625iApproximate average salary by contribution assumption: employee only about $65,635 at 4% or $43,756 at 6%; with 50% employer match about $43,756 at 4% or $29,171 at 6%; with 100% employer match about $32,817 at 4% or $21,878 at 6%.
2015114$1,032,072$166,868$11,919iApproximate average salary by contribution assumption: employee only about $297,979 at 4% or $198,652 at 6%; with 50% employer match about $198,652 at 4% or $132,435 at 6%; with 100% employer match about $148,989 at 4% or $99,326 at 6%.
Occam Group Limited 401(K) Plan-14$1,032,072$166,868$11,919iApproximate average salary by contribution assumption: employee only about $297,979 at 4% or $198,652 at 6%; with 50% employer match about $198,652 at 4% or $132,435 at 6%; with 100% employer match about $148,989 at 4% or $99,326 at 6%.
2014112$988,971$131,250$10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
Occam Group Limited 401(K) Plan-12$988,971$131,250$10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
2013111$807,144$100,025$9,093iApproximate average salary by contribution assumption: employee only about $227,330 at 4% or $151,553 at 6%; with 50% employer match about $151,553 at 4% or $101,035 at 6%; with 100% employer match about $113,665 at 4% or $75,777 at 6%.
Occam Group Limited 401(K) Plan-11$807,144$100,025$9,093iApproximate average salary by contribution assumption: employee only about $227,330 at 4% or $151,553 at 6%; with 50% employer match about $151,553 at 4% or $101,035 at 6%; with 100% employer match about $113,665 at 4% or $75,777 at 6%.
201218$568,222$109,273$13,659iApproximate average salary by contribution assumption: employee only about $341,478 at 4% or $227,652 at 6%; with 50% employer match about $227,652 at 4% or $151,768 at 6%; with 100% employer match about $170,739 at 4% or $113,826 at 6%.
Occam Group Limited 401(K) Plan-8$568,222$109,273$13,659iApproximate average salary by contribution assumption: employee only about $341,478 at 4% or $227,652 at 6%; with 50% employer match about $227,652 at 4% or $151,768 at 6%; with 100% employer match about $170,739 at 4% or $113,826 at 6%.
201117$401,143$129,119$18,446iApproximate average salary by contribution assumption: employee only about $461,139 at 4% or $307,426 at 6%; with 50% employer match about $307,426 at 4% or $204,951 at 6%; with 100% employer match about $230,570 at 4% or $153,713 at 6%.
Occam Group Limited 401(K) Plan-7$401,143$129,119$18,446iApproximate average salary by contribution assumption: employee only about $461,139 at 4% or $307,426 at 6%; with 50% employer match about $307,426 at 4% or $204,951 at 6%; with 100% employer match about $230,570 at 4% or $153,713 at 6%.
201017$283,886$74,097$10,585iApproximate average salary by contribution assumption: employee only about $264,632 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,211 at 6%.
Occam Group Limited 401(K) Plan-7$283,886$74,097$10,585iApproximate average salary by contribution assumption: employee only about $264,632 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,211 at 6%.
200917$170,314$95,223$13,603iApproximate average salary by contribution assumption: employee only about $340,082 at 4% or $226,721 at 6%; with 50% employer match about $226,721 at 4% or $151,148 at 6%; with 100% employer match about $170,041 at 4% or $113,361 at 6%.
Occam Group Limited 401(K) Plan-7$170,314$95,223$13,603iApproximate average salary by contribution assumption: employee only about $340,082 at 4% or $226,721 at 6%; with 50% employer match about $226,721 at 4% or $151,148 at 6%; with 100% employer match about $170,041 at 4% or $113,361 at 6%.
200816$0$0-
Occam Group Limited 401(K) Plan-6---