Civic Intelligence

Oculina Bank

Plan context: Oculina Bank 401K Plan

EIN 41-2124729 • Vero Beach, FL • 9 filings • 2 plans

4450 24 AveVero Beach, FL 32967
Current Snapshot

Latest Year

2018

2018 Participants

63

2018 Assets

$557,708

2018 Contributions

$60,294

Historical Graphs

Total Assets Over Time

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

$1,761,998$880,999$0201320152017YearValue
$557,708Latest year 2017

Participants Over Time

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

63320201320152017YearValue
63Latest year 2017

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
201810$0$60,294-
Oculina Bank 401K Plan-0$0$60,294-
2017263$557,708$375,005$5,952iApproximate average salary by contribution assumption: employee only about $148,812 at 4% or $99,208 at 6%; with 50% employer match about $99,208 at 4% or $66,138 at 6%; with 100% employer match about $74,406 at 4% or $49,604 at 6%.
Oculina Bank 401K Plan-63$557,708$372,664$5,915iApproximate average salary by contribution assumption: employee only about $147,883 at 4% or $98,588 at 6%; with 50% employer match about $98,588 at 4% or $65,726 at 6%; with 100% employer match about $73,941 at 4% or $49,294 at 6%.
Oculina Bank Profit Sharing Plan-0-$2,341-
2016259$1,761,998$197,562$3,349iApproximate average salary by contribution assumption: employee only about $83,713 at 4% or $55,808 at 6%; with 50% employer match about $55,808 at 4% or $37,206 at 6%; with 100% employer match about $41,856 at 4% or $27,904 at 6%.
Oculina Bank Profit Sharing Plan-59$1,610,526$143,300$2,429iApproximate average salary by contribution assumption: employee only about $60,720 at 4% or $40,480 at 6%; with 50% employer match about $40,480 at 4% or $26,987 at 6%; with 100% employer match about $30,360 at 4% or $20,240 at 6%.
Oculina Bank 401K Plan-25$151,472$54,262$2,170iApproximate average salary by contribution assumption: employee only about $54,262 at 4% or $36,175 at 6%; with 50% employer match about $36,175 at 4% or $24,116 at 6%; with 100% employer match about $27,131 at 4% or $18,087 at 6%.
2015236$1,552,626$170,458$4,735iApproximate average salary by contribution assumption: employee only about $118,374 at 4% or $78,916 at 6%; with 50% employer match about $78,916 at 4% or $52,610 at 6%; with 100% employer match about $59,187 at 4% or $39,458 at 6%.
Oculina Bank Profit Sharing Plan-36$1,418,327$110,000$3,056iApproximate average salary by contribution assumption: employee only about $76,389 at 4% or $50,926 at 6%; with 50% employer match about $50,926 at 4% or $33,951 at 6%; with 100% employer match about $38,194 at 4% or $25,463 at 6%.
Oculina Bank 401K Plan-29$134,299$60,458$2,085iApproximate average salary by contribution assumption: employee only about $52,119 at 4% or $34,746 at 6%; with 50% employer match about $34,746 at 4% or $23,164 at 6%; with 100% employer match about $26,059 at 4% or $17,373 at 6%.
2014135$93,339$62,509$1,786iApproximate average salary by contribution assumption: employee only about $44,649 at 4% or $29,766 at 6%; with 50% employer match about $29,766 at 4% or $19,844 at 6%; with 100% employer match about $22,325 at 4% or $14,883 at 6%.
Oculina Bank 401K Plan-35$93,339$62,509$1,786iApproximate average salary by contribution assumption: employee only about $44,649 at 4% or $29,766 at 6%; with 50% employer match about $29,766 at 4% or $19,844 at 6%; with 100% employer match about $22,325 at 4% or $14,883 at 6%.
2013142$44,934$44,578$1,061iApproximate average salary by contribution assumption: employee only about $26,535 at 4% or $17,690 at 6%; with 50% employer match about $17,690 at 4% or $11,793 at 6%; with 100% employer match about $13,267 at 4% or $8,845 at 6%.
Oculina Bank 401K Plan-42$44,934$44,578$1,061iApproximate average salary by contribution assumption: employee only about $26,535 at 4% or $17,690 at 6%; with 50% employer match about $17,690 at 4% or $11,793 at 6%; with 100% employer match about $13,267 at 4% or $8,845 at 6%.