Civic Intelligence

Ockerman Consulting LLC

Plan context: Ockerman Consulting 401(K) Profit Sharing Plan

EIN 45-4365932 • Westerville, OH • 3 filings • 2 plans

657 Concord Ct.Westerville, OH 43081
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$403,736

2025 Contributions

$207,722

Historical Graphs

Total Assets Over Time

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

$403,736$201,868$020242025YearValue
$403,736Latest year 2025

Participants Over Time

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

32020242025YearValue
3Latest year 2025

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
202523$403,736$207,722$69,241iApproximate average salary by contribution assumption: employee only about $1,731,017 at 4% or $1,154,011 at 6%; with 50% employer match about $1,154,011 at 4% or $769,341 at 6%; with 100% employer match about $865,508 at 4% or $577,006 at 6%.
Ockerman Consulting 401(K) Profit Sharing Plan-3$210,780$93,222$31,074iApproximate average salary by contribution assumption: employee only about $776,850 at 4% or $517,900 at 6%; with 50% employer match about $517,900 at 4% or $345,267 at 6%; with 100% employer match about $388,425 at 4% or $258,950 at 6%.
OCKERMAN CONSULTING, LLC CASH BALANCE PLAN-3$192,956$114,500$38,167iApproximate average salary by contribution assumption: employee only about $954,167 at 4% or $636,111 at 6%; with 50% employer match about $636,111 at 4% or $424,074 at 6%; with 100% employer match about $477,083 at 4% or $318,056 at 6%.
202412$98,766$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Ockerman Consulting 401(K) Profit Sharing Plan-2$98,766$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.