Civic Intelligence

Otcex LLC

Plan context: Otcex LLC 401(K) Profit Sharing Plan & Trust

EIN 46-1605423 • New York, NY • 8 filings • 3 plans

140 East 45th StreetFloor 10New York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$10,307

2024 Contributions

$5,747

Historical Graphs

Total Assets Over Time

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

$2,615,266$1,307,633$0201520212024YearValue
$10,307Latest year 2024

Participants Over Time

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

38190201520212024YearValue
21Latest 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
2024121$10,307$5,747$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,561 at 6%; with 50% employer match about $4,561 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-21$10,307$5,747$274iApproximate average salary by contribution assumption: employee only about $6,842 at 4% or $4,561 at 6%; with 50% employer match about $4,561 at 4% or $3,041 at 6%; with 100% employer match about $3,421 at 4% or $2,281 at 6%.
2023138$2,615,266$237,661$6,254iApproximate average salary by contribution assumption: employee only about $156,356 at 4% or $104,237 at 6%; with 50% employer match about $104,237 at 4% or $69,492 at 6%; with 100% employer match about $78,178 at 4% or $52,119 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-38$2,615,266$237,661$6,254iApproximate average salary by contribution assumption: employee only about $156,356 at 4% or $104,237 at 6%; with 50% employer match about $104,237 at 4% or $69,492 at 6%; with 100% employer match about $78,178 at 4% or $52,119 at 6%.
2022134$1,950,062$247,461$7,278iApproximate average salary by contribution assumption: employee only about $181,957 at 4% or $121,304 at 6%; with 50% employer match about $121,304 at 4% or $80,870 at 6%; with 100% employer match about $90,978 at 4% or $60,652 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-34$1,950,062$247,461$7,278iApproximate average salary by contribution assumption: employee only about $181,957 at 4% or $121,304 at 6%; with 50% employer match about $121,304 at 4% or $80,870 at 6%; with 100% employer match about $90,978 at 4% or $60,652 at 6%.
2021131$2,110,618$224,167$7,231iApproximate average salary by contribution assumption: employee only about $180,780 at 4% or $120,520 at 6%; with 50% employer match about $120,520 at 4% or $80,347 at 6%; with 100% employer match about $90,390 at 4% or $60,260 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-31$2,110,618$224,167$7,231iApproximate average salary by contribution assumption: employee only about $180,780 at 4% or $120,520 at 6%; with 50% employer match about $120,520 at 4% or $80,347 at 6%; with 100% employer match about $90,390 at 4% or $60,260 at 6%.
2020130$1,572,011$219,302$7,310iApproximate average salary by contribution assumption: employee only about $182,752 at 4% or $121,834 at 6%; with 50% employer match about $121,834 at 4% or $81,223 at 6%; with 100% employer match about $91,376 at 4% or $60,917 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-30$1,572,011$219,302$7,310iApproximate average salary by contribution assumption: employee only about $182,752 at 4% or $121,834 at 6%; with 50% employer match about $121,834 at 4% or $81,223 at 6%; with 100% employer match about $91,376 at 4% or $60,917 at 6%.
2017115$608,375$307,694$20,513iApproximate average salary by contribution assumption: employee only about $512,823 at 4% or $341,882 at 6%; with 50% employer match about $341,882 at 4% or $227,921 at 6%; with 100% employer match about $256,412 at 4% or $170,941 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-15$608,375$307,694$20,513iApproximate average salary by contribution assumption: employee only about $512,823 at 4% or $341,882 at 6%; with 50% employer match about $341,882 at 4% or $227,921 at 6%; with 100% employer match about $256,412 at 4% or $170,941 at 6%.
2016115$323,177$286,307$19,087iApproximate average salary by contribution assumption: employee only about $477,178 at 4% or $318,119 at 6%; with 50% employer match about $318,119 at 4% or $212,079 at 6%; with 100% employer match about $238,589 at 4% or $159,059 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-15$323,177$286,307$19,087iApproximate average salary by contribution assumption: employee only about $477,178 at 4% or $318,119 at 6%; with 50% employer match about $318,119 at 4% or $212,079 at 6%; with 100% employer match about $238,589 at 4% or $159,059 at 6%.
201515$26,952$26,902$5,380iApproximate average salary by contribution assumption: employee only about $134,510 at 4% or $89,673 at 6%; with 50% employer match about $89,673 at 4% or $59,782 at 6%; with 100% employer match about $67,255 at 4% or $44,837 at 6%.
Otcex LLC 401(K) Profit Sharing Plan & Trust-5$26,952$26,902$5,380iApproximate average salary by contribution assumption: employee only about $134,510 at 4% or $89,673 at 6%; with 50% employer match about $89,673 at 4% or $59,782 at 6%; with 100% employer match about $67,255 at 4% or $44,837 at 6%.