OCCAMS ADVISORY, INC.
Plan context: OCCAMS ADVISORY, INC. 401(K) PLAN
EIN 45-4651323 • Sarasota, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$472,547
2025 Contributions
$175,860
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $472,547 | $175,860 | $10,345iApproximate average salary by contribution assumption: employee only about $258,618 at 4% or $172,412 at 6%; with 50% employer match about $172,412 at 4% or $114,941 at 6%; with 100% employer match about $129,309 at 4% or $86,206 at 6%. |
| OCCAMS ADVISORY, INC. 401(K) PLAN | - | 17 | $472,547 | $175,860 | $10,345iApproximate average salary by contribution assumption: employee only about $258,618 at 4% or $172,412 at 6%; with 50% employer match about $172,412 at 4% or $114,941 at 6%; with 100% employer match about $129,309 at 4% or $86,206 at 6%. |
| 2024 | 1 | 18 | $260,177 | $111,190 | $6,177iApproximate average salary by contribution assumption: employee only about $154,431 at 4% or $102,954 at 6%; with 50% employer match about $102,954 at 4% or $68,636 at 6%; with 100% employer match about $77,215 at 4% or $51,477 at 6%. |
| OCCAMS ADVISORY, INC. 401(K) PLAN | - | 18 | $260,177 | $111,190 | $6,177iApproximate average salary by contribution assumption: employee only about $154,431 at 4% or $102,954 at 6%; with 50% employer match about $102,954 at 4% or $68,636 at 6%; with 100% employer match about $77,215 at 4% or $51,477 at 6%. |
| 2023 | 1 | 16 | $166,174 | $94,505 | $5,907iApproximate average salary by contribution assumption: employee only about $147,664 at 4% or $98,443 at 6%; with 50% employer match about $98,443 at 4% or $65,628 at 6%; with 100% employer match about $73,832 at 4% or $49,221 at 6%. |
| OCCAMS ADVISORY, INC. 401(K) PLAN | - | 16 | $166,174 | $94,505 | $5,907iApproximate average salary by contribution assumption: employee only about $147,664 at 4% or $98,443 at 6%; with 50% employer match about $98,443 at 4% or $65,628 at 6%; with 100% employer match about $73,832 at 4% or $49,221 at 6%. |
| 2022 | 1 | 13 | $52,989 | $53,646 | $4,127iApproximate average salary by contribution assumption: employee only about $103,165 at 4% or $68,777 at 6%; with 50% employer match about $68,777 at 4% or $45,851 at 6%; with 100% employer match about $51,583 at 4% or $34,388 at 6%. |
| OCCAMS ADVISORY, INC. 401(K) PLAN | - | 13 | $52,989 | $53,646 | $4,127iApproximate average salary by contribution assumption: employee only about $103,165 at 4% or $68,777 at 6%; with 50% employer match about $68,777 at 4% or $45,851 at 6%; with 100% employer match about $51,583 at 4% or $34,388 at 6%. |