Civic Intelligence

Opportunity Living

Plan context: Opportunity Living Tax Sheltered Annuity Plan

EIN 42-1293894 • Lake City, IA • 73 filings • 7 plans

View Related Profile

1890 E. MainLake City, IA 51449
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$3,718,153

2024 Contributions

$1,626,822

Historical Graphs

Total Assets Over Time

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

$3,718,153$1,859,077$0199920122024YearValue
$3,718,153Latest year 2024

Participants Over Time

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

2561280199920122024YearValue
88Latest 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
2024288$3,718,153$1,626,822$18,487iApproximate average salary by contribution assumption: employee only about $462,165 at 4% or $308,110 at 6%; with 50% employer match about $308,110 at 4% or $205,407 at 6%; with 100% employer match about $231,083 at 4% or $154,055 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-82$2,019,122$168,407$2,054iApproximate average salary by contribution assumption: employee only about $51,344 at 4% or $34,229 at 6%; with 50% employer match about $34,229 at 4% or $22,819 at 6%; with 100% employer match about $25,672 at 4% or $17,115 at 6%.
Opportunity Living Employee Medical Benefit Plan-88$1,699,031$1,458,415$16,573iApproximate average salary by contribution assumption: employee only about $414,322 at 4% or $276,215 at 6%; with 50% employer match about $276,215 at 4% or $184,143 at 6%; with 100% employer match about $207,161 at 4% or $138,107 at 6%.
2023290$3,657,378$1,719,356$19,104iApproximate average salary by contribution assumption: employee only about $477,599 at 4% or $318,399 at 6%; with 50% employer match about $318,399 at 4% or $212,266 at 6%; with 100% employer match about $238,799 at 4% or $159,200 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-87$2,097,681$155,887$1,792iApproximate average salary by contribution assumption: employee only about $44,795 at 4% or $29,863 at 6%; with 50% employer match about $29,863 at 4% or $19,909 at 6%; with 100% employer match about $22,398 at 4% or $14,932 at 6%.
Opportunity Living Employee Medical Benefit Plan-90$1,559,697$1,563,469$17,372iApproximate average salary by contribution assumption: employee only about $434,297 at 4% or $289,531 at 6%; with 50% employer match about $289,531 at 4% or $193,021 at 6%; with 100% employer match about $217,148 at 4% or $144,766 at 6%.
20222146$3,248,784$1,640,020$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-146$1,974,134$163,410$1,119iApproximate average salary by contribution assumption: employee only about $27,981 at 4% or $18,654 at 6%; with 50% employer match about $18,654 at 4% or $12,436 at 6%; with 100% employer match about $13,991 at 4% or $9,327 at 6%.
Opportunity Living Employee Medical Benefit Plan-87$1,274,650$1,476,610$16,973iApproximate average salary by contribution assumption: employee only about $424,313 at 4% or $282,875 at 6%; with 50% employer match about $282,875 at 4% or $188,584 at 6%; with 100% employer match about $212,157 at 4% or $141,438 at 6%.
20212176$3,208,205$2,118,079$12,035iApproximate average salary by contribution assumption: employee only about $300,863 at 4% or $200,576 at 6%; with 50% employer match about $200,576 at 4% or $133,717 at 6%; with 100% employer match about $150,432 at 4% or $100,288 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-176$2,392,721$167,506$952iApproximate average salary by contribution assumption: employee only about $23,793 at 4% or $15,862 at 6%; with 50% employer match about $15,862 at 4% or $10,575 at 6%; with 100% employer match about $11,897 at 4% or $7,931 at 6%.
Opportunity Living Employee Medical Benefit Plan-105$815,484$1,950,573$18,577iApproximate average salary by contribution assumption: employee only about $464,422 at 4% or $309,615 at 6%; with 50% employer match about $309,615 at 4% or $206,410 at 6%; with 100% employer match about $232,211 at 4% or $154,807 at 6%.
20202192$2,597,319$2,211,283$11,517iApproximate average salary by contribution assumption: employee only about $287,927 at 4% or $191,952 at 6%; with 50% employer match about $191,952 at 4% or $127,968 at 6%; with 100% employer match about $143,964 at 4% or $95,976 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-192$2,154,489$225,061$1,172iApproximate average salary by contribution assumption: employee only about $29,305 at 4% or $19,537 at 6%; with 50% employer match about $19,537 at 4% or $13,024 at 6%; with 100% employer match about $14,652 at 4% or $9,768 at 6%.
Opportunity Living Employee Medical Benefit Plan-124$442,830$1,986,222$16,018iApproximate average salary by contribution assumption: employee only about $400,448 at 4% or $266,965 at 6%; with 50% employer match about $266,965 at 4% or $177,977 at 6%; with 100% employer match about $200,224 at 4% or $133,483 at 6%.
20193204$1,916,003$1,747,604$8,567iApproximate average salary by contribution assumption: employee only about $214,167 at 4% or $142,778 at 6%; with 50% employer match about $142,778 at 4% or $95,185 at 6%; with 100% employer match about $107,084 at 4% or $71,389 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-204$1,876,465$250,083$1,226iApproximate average salary by contribution assumption: employee only about $30,647 at 4% or $20,432 at 6%; with 50% employer match about $20,432 at 4% or $13,621 at 6%; with 100% employer match about $15,324 at 4% or $10,216 at 6%.
Opportunity Living Employee Medical Benefit Plan-133$39,538$1,497,521$11,260iApproximate average salary by contribution assumption: employee only about $281,489 at 4% or $187,659 at 6%; with 50% employer match about $187,659 at 4% or $125,106 at 6%; with 100% employer match about $140,744 at 4% or $93,830 at 6%.
Opportunity Living Life Insurance Plan-0---
20183213$1,764,569$1,215,223$5,705iApproximate average salary by contribution assumption: employee only about $142,632 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-213$1,626,852$213,522$1,002iApproximate average salary by contribution assumption: employee only about $25,061 at 4% or $16,708 at 6%; with 50% employer match about $16,708 at 4% or $11,138 at 6%; with 100% employer match about $12,531 at 4% or $8,354 at 6%.
Opportunity Living Employee Medical Benefit Plan-152$137,717$1,001,701$6,590iApproximate average salary by contribution assumption: employee only about $164,753 at 4% or $109,836 at 6%; with 50% employer match about $109,836 at 4% or $73,224 at 6%; with 100% employer match about $82,377 at 4% or $54,918 at 6%.
Opportunity Living Life Insurance Plan-159---
20173256$2,483,028$1,723,156$6,731iApproximate average salary by contribution assumption: employee only about $168,277 at 4% or $112,185 at 6%; with 50% employer match about $112,185 at 4% or $74,790 at 6%; with 100% employer match about $84,138 at 4% or $56,092 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-256$1,624,405$210,699$823iApproximate average salary by contribution assumption: employee only about $20,576 at 4% or $13,717 at 6%; with 50% employer match about $13,717 at 4% or $9,145 at 6%; with 100% employer match about $10,288 at 4% or $6,859 at 6%.
Opportunity Living Employee Medical Benefit Plan-138$858,623$1,512,457$10,960iApproximate average salary by contribution assumption: employee only about $273,996 at 4% or $182,664 at 6%; with 50% employer match about $182,664 at 4% or $121,776 at 6%; with 100% employer match about $136,998 at 4% or $91,332 at 6%.
Opportunity Living Life Insurance Plan-141---
20162200$1,924,801$1,265,004$6,325iApproximate average salary by contribution assumption: employee only about $158,126 at 4% or $105,417 at 6%; with 50% employer match about $105,417 at 4% or $70,278 at 6%; with 100% employer match about $79,063 at 4% or $52,709 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-200$1,332,569$192,573$963iApproximate average salary by contribution assumption: employee only about $24,072 at 4% or $16,048 at 6%; with 50% employer match about $16,048 at 4% or $10,699 at 6%; with 100% employer match about $12,036 at 4% or $8,024 at 6%.
Opportunity Living Employee Medical Benefit Plan-139$592,232$1,072,431$7,715iApproximate average salary by contribution assumption: employee only about $192,883 at 4% or $128,589 at 6%; with 50% employer match about $128,589 at 4% or $85,726 at 6%; with 100% employer match about $96,442 at 4% or $64,294 at 6%.
20153236$2,245,296$2,045,513$8,667iApproximate average salary by contribution assumption: employee only about $216,686 at 4% or $144,457 at 6%; with 50% employer match about $144,457 at 4% or $96,305 at 6%; with 100% employer match about $108,343 at 4% or $72,229 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-236$1,302,499$168,980$716iApproximate average salary by contribution assumption: employee only about $17,900 at 4% or $11,934 at 6%; with 50% employer match about $11,934 at 4% or $7,956 at 6%; with 100% employer match about $8,950 at 4% or $5,967 at 6%.
Opportunity Living Employee Medical Benefit Plan-130$942,797$1,876,533$14,435iApproximate average salary by contribution assumption: employee only about $360,872 at 4% or $240,581 at 6%; with 50% employer match about $240,581 at 4% or $160,387 at 6%; with 100% employer match about $180,436 at 4% or $120,291 at 6%.
Opportunity Living Life Insurance Plan-130---
20143228$1,923,898$2,076,579$9,108iApproximate average salary by contribution assumption: employee only about $227,695 at 4% or $151,797 at 6%; with 50% employer match about $151,797 at 4% or $101,198 at 6%; with 100% employer match about $113,848 at 4% or $75,898 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-228$1,325,394$178,787$784iApproximate average salary by contribution assumption: employee only about $19,604 at 4% or $13,069 at 6%; with 50% employer match about $13,069 at 4% or $8,713 at 6%; with 100% employer match about $9,802 at 4% or $6,535 at 6%.
Opportunity Living Employee Medical Benefit Plan-128$598,504$1,897,792$14,827iApproximate average salary by contribution assumption: employee only about $370,663 at 4% or $247,108 at 6%; with 50% employer match about $247,108 at 4% or $164,739 at 6%; with 100% employer match about $185,331 at 4% or $123,554 at 6%.
Opportunity Living Life Insurance Plan-143---
20133198$1,584,444$1,511,596$7,634iApproximate average salary by contribution assumption: employee only about $190,858 at 4% or $127,239 at 6%; with 50% employer match about $127,239 at 4% or $84,826 at 6%; with 100% employer match about $95,429 at 4% or $63,619 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-198$1,189,317$175,779$888iApproximate average salary by contribution assumption: employee only about $22,194 at 4% or $14,796 at 6%; with 50% employer match about $14,796 at 4% or $9,864 at 6%; with 100% employer match about $11,097 at 4% or $7,398 at 6%.
Opportunity Living Employee Medical Benefit Plan-150$395,127$1,335,817$8,905iApproximate average salary by contribution assumption: employee only about $222,636 at 4% or $148,424 at 6%; with 50% employer match about $148,424 at 4% or $98,949 at 6%; with 100% employer match about $111,318 at 4% or $74,212 at 6%.
Opportunity Living Life Insurance Plan-150---
20123232$1,414,882$1,815,300$7,825iApproximate average salary by contribution assumption: employee only about $195,614 at 4% or $130,409 at 6%; with 50% employer match about $130,409 at 4% or $86,940 at 6%; with 100% employer match about $97,807 at 4% or $65,205 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-232$898,042$177,301$764iApproximate average salary by contribution assumption: employee only about $19,106 at 4% or $12,737 at 6%; with 50% employer match about $12,737 at 4% or $8,491 at 6%; with 100% employer match about $9,553 at 4% or $6,369 at 6%.
Opportunity Living Employee Medical Benefit Plan-138$516,840$1,637,999$11,870iApproximate average salary by contribution assumption: employee only about $296,739 at 4% or $197,826 at 6%; with 50% employer match about $197,826 at 4% or $131,884 at 6%; with 100% employer match about $148,369 at 4% or $98,913 at 6%.
Opportunity Living Life Insurance Plan-148---
20113212$981,234$1,909,730$9,008iApproximate average salary by contribution assumption: employee only about $225,204 at 4% or $150,136 at 6%; with 50% employer match about $150,136 at 4% or $100,091 at 6%; with 100% employer match about $112,602 at 4% or $75,068 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-212$674,660$181,550$856iApproximate average salary by contribution assumption: employee only about $21,409 at 4% or $14,273 at 6%; with 50% employer match about $14,273 at 4% or $9,515 at 6%; with 100% employer match about $10,705 at 4% or $7,136 at 6%.
Opportunity Living Employee Medical Benefit Plan-138$306,574$1,728,180$12,523iApproximate average salary by contribution assumption: employee only about $313,076 at 4% or $208,717 at 6%; with 50% employer match about $208,717 at 4% or $139,145 at 6%; with 100% employer match about $156,538 at 4% or $104,359 at 6%.
Opportunity Living Life Insurance Plan-150---
20103220$685,852$1,639,612$7,453iApproximate average salary by contribution assumption: employee only about $186,320 at 4% or $124,213 at 6%; with 50% employer match about $124,213 at 4% or $82,809 at 6%; with 100% employer match about $93,160 at 4% or $62,107 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-220$501,394$181,629$826iApproximate average salary by contribution assumption: employee only about $20,640 at 4% or $13,760 at 6%; with 50% employer match about $13,760 at 4% or $9,173 at 6%; with 100% employer match about $10,320 at 4% or $6,880 at 6%.
Opportunity Living Employee Medical Benefit Plan-138$184,458$1,457,983$10,565iApproximate average salary by contribution assumption: employee only about $264,127 at 4% or $176,085 at 6%; with 50% employer match about $176,085 at 4% or $117,390 at 6%; with 100% employer match about $132,064 at 4% or $88,042 at 6%.
Opportunity Living Life Insurance Plan-153---
20093226$504,012$1,603,836$7,097iApproximate average salary by contribution assumption: employee only about $177,415 at 4% or $118,277 at 6%; with 50% employer match about $118,277 at 4% or $78,851 at 6%; with 100% employer match about $88,708 at 4% or $59,138 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-226$298,279$272,803$1,207iApproximate average salary by contribution assumption: employee only about $30,177 at 4% or $20,118 at 6%; with 50% employer match about $20,118 at 4% or $13,412 at 6%; with 100% employer match about $15,089 at 4% or $10,059 at 6%.
Opportunity Living Employee Medical Benefit Plan-164$205,733$1,331,033$8,116iApproximate average salary by contribution assumption: employee only about $202,901 at 4% or $135,268 at 6%; with 50% employer match about $135,268 at 4% or $90,178 at 6%; with 100% employer match about $101,451 at 4% or $67,634 at 6%.
Opportunity Living Life Insurance Plan-149---
20083157$251,216$1,298,707$8,272iApproximate average salary by contribution assumption: employee only about $206,800 at 4% or $137,867 at 6%; with 50% employer match about $137,867 at 4% or $91,911 at 6%; with 100% employer match about $103,400 at 4% or $68,933 at 6%.
Opportunity Living Employee Medical Benefit Plan-130$251,216$1,298,707$9,990iApproximate average salary by contribution assumption: employee only about $249,751 at 4% or $166,501 at 6%; with 50% employer match about $166,501 at 4% or $111,001 at 6%; with 100% employer match about $124,876 at 4% or $83,250 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-157---
20073165$134,888$1,111,693$6,738iApproximate average salary by contribution assumption: employee only about $168,438 at 4% or $112,292 at 6%; with 50% employer match about $112,292 at 4% or $74,861 at 6%; with 100% employer match about $84,219 at 4% or $56,146 at 6%.
Opportunity Living Employee Medical Benefit Plan-0$134,888$1,111,693-
Opportunity Living Life Insurance Plan-165---
Opportunity Living Tax Sheltered Annuity Plan-0---
20063153$256,158$1,189,544$7,775iApproximate average salary by contribution assumption: employee only about $194,370 at 4% or $129,580 at 6%; with 50% employer match about $129,580 at 4% or $86,387 at 6%; with 100% employer match about $97,185 at 4% or $64,790 at 6%.
Opportunity Living Employee Medical Benefit Plan-143$256,158$1,189,544$8,318iApproximate average salary by contribution assumption: employee only about $207,962 at 4% or $138,641 at 6%; with 50% employer match about $138,641 at 4% or $92,428 at 6%; with 100% employer match about $103,981 at 4% or $69,321 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-153---
20053158$147,211$1,136,634$7,194iApproximate average salary by contribution assumption: employee only about $179,847 at 4% or $119,898 at 6%; with 50% employer match about $119,898 at 4% or $79,932 at 6%; with 100% employer match about $89,924 at 4% or $59,949 at 6%.
Opportunity Living Employee Medical Benefit Plan-142$147,211$1,136,634$8,004iApproximate average salary by contribution assumption: employee only about $200,112 at 4% or $133,408 at 6%; with 50% employer match about $133,408 at 4% or $88,938 at 6%; with 100% employer match about $100,056 at 4% or $66,704 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-158---
20044157$296,946$1,930,592$12,297iApproximate average salary by contribution assumption: employee only about $307,419 at 4% or $204,946 at 6%; with 50% employer match about $204,946 at 4% or $136,631 at 6%; with 100% employer match about $153,710 at 4% or $102,473 at 6%.
Opportunity Living Employee Medical Benefit Plan-141$148,473$965,296$6,846iApproximate average salary by contribution assumption: employee only about $171,152 at 4% or $114,101 at 6%; with 50% employer match about $114,101 at 4% or $76,067 at 6%; with 100% employer match about $85,576 at 4% or $57,051 at 6%.
Opportunity Living Employee Medical Benefit Plan-141$148,473$965,296$6,846iApproximate average salary by contribution assumption: employee only about $171,152 at 4% or $114,101 at 6%; with 50% employer match about $114,101 at 4% or $76,067 at 6%; with 100% employer match about $85,576 at 4% or $57,051 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-157---
20033153$36,654$887,863$5,803iApproximate average salary by contribution assumption: employee only about $145,076 at 4% or $96,717 at 6%; with 50% employer match about $96,717 at 4% or $64,478 at 6%; with 100% employer match about $72,538 at 4% or $48,359 at 6%.
Opportunity Living Employee Medical Benefit Plan-141$36,654$887,863$6,297iApproximate average salary by contribution assumption: employee only about $157,423 at 4% or $104,948 at 6%; with 50% employer match about $104,948 at 4% or $69,966 at 6%; with 100% employer match about $78,711 at 4% or $52,474 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-153---
20023148$81,195$848,045$5,730iApproximate average salary by contribution assumption: employee only about $143,251 at 4% or $95,501 at 6%; with 50% employer match about $95,501 at 4% or $63,667 at 6%; with 100% employer match about $71,625 at 4% or $47,750 at 6%.
Opportunity Living Employee Medical Benefit Plan-137$81,195$848,045$6,190iApproximate average salary by contribution assumption: employee only about $154,753 at 4% or $103,168 at 6%; with 50% employer match about $103,168 at 4% or $68,779 at 6%; with 100% employer match about $77,376 at 4% or $51,584 at 6%.
Opportunity Living Life Insurance Plan-148---
Opportunity Living Tax Sheltered Annuity Plan-0---
20013149$31,736$809,169$5,431iApproximate average salary by contribution assumption: employee only about $135,767 at 4% or $90,511 at 6%; with 50% employer match about $90,511 at 4% or $60,341 at 6%; with 100% employer match about $67,883 at 4% or $45,256 at 6%.
Opportunity Living Employee Medical Benefit Plan-149$31,736$809,169$5,431iApproximate average salary by contribution assumption: employee only about $135,767 at 4% or $90,511 at 6%; with 50% employer match about $90,511 at 4% or $60,341 at 6%; with 100% employer match about $67,883 at 4% or $45,256 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-147---
20003149$79,991$617,956$4,147iApproximate average salary by contribution assumption: employee only about $103,684 at 4% or $69,123 at 6%; with 50% employer match about $69,123 at 4% or $46,082 at 6%; with 100% employer match about $51,842 at 4% or $34,561 at 6%.
Opportunity Living Employee Medical Benefit Plan-126$79,991$617,956$4,904iApproximate average salary by contribution assumption: employee only about $122,610 at 4% or $81,740 at 6%; with 50% employer match about $81,740 at 4% or $54,493 at 6%; with 100% employer match about $61,305 at 4% or $40,870 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-149---
19993153$156,250$531,454$3,474iApproximate average salary by contribution assumption: employee only about $86,839 at 4% or $57,893 at 6%; with 50% employer match about $57,893 at 4% or $38,595 at 6%; with 100% employer match about $43,419 at 4% or $28,946 at 6%.
Opportunity Living Employee Medical Benefit Plan-131$156,250$531,454$4,057iApproximate average salary by contribution assumption: employee only about $101,423 at 4% or $67,615 at 6%; with 50% employer match about $67,615 at 4% or $45,077 at 6%; with 100% employer match about $50,711 at 4% or $33,808 at 6%.
Opportunity Living Tax Sheltered Annuity Plan-0---
Opportunity Living Life Insurance Plan-153---