Ovation Financial Services LP
Plan context: Ovation Financial Services LP 401(K) Plan
EIN 45-5282657 • San Antonio, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
78
2015 Assets
$995,932
2015 Contributions
$284,466
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 78 | $995,932 | $284,466 | $3,647iApproximate average salary by contribution assumption: employee only about $91,175 at 4% or $60,783 at 6%; with 50% employer match about $60,783 at 4% or $40,522 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%. |
| Ovation Financial Services LP 401(K) Plan | - | 78 | $995,932 | $284,466 | $3,647iApproximate average salary by contribution assumption: employee only about $91,175 at 4% or $60,783 at 6%; with 50% employer match about $60,783 at 4% or $40,522 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%. |
| 2014 | 1 | 67 | $951,304 | $216,560 | $3,232iApproximate average salary by contribution assumption: employee only about $80,806 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,403 at 4% or $26,935 at 6%. |
| Ovation Financial Services LP 401(K) Plan | - | 67 | $951,304 | $216,560 | $3,232iApproximate average salary by contribution assumption: employee only about $80,806 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,403 at 4% or $26,935 at 6%. |
| 2013 | 1 | 44 | $696,559 | $255,225 | $5,801iApproximate average salary by contribution assumption: employee only about $145,014 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| Ovation Financial Services LP 401(K) Plan | - | 44 | $696,559 | $255,225 | $5,801iApproximate average salary by contribution assumption: employee only about $145,014 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| 2012 | 1 | 23 | $527,812 | $514,654 | $22,376iApproximate average salary by contribution assumption: employee only about $559,407 at 4% or $372,938 at 6%; with 50% employer match about $372,938 at 4% or $248,625 at 6%; with 100% employer match about $279,703 at 4% or $186,469 at 6%. |
| Ovation Financial Services LP 401(K) Plan | - | 23 | $527,812 | $514,654 | $22,376iApproximate average salary by contribution assumption: employee only about $559,407 at 4% or $372,938 at 6%; with 50% employer match about $372,938 at 4% or $248,625 at 6%; with 100% employer match about $279,703 at 4% or $186,469 at 6%. |