Otoe County Bank & Trust
Plan context: Oakland Financial Services Inc. 401(K) Plan
EIN 47-0739886 • Nebraska City, NE • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
127
2024 Assets
$8,755,623
2024 Contributions
$1,074,649
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Oakland Financial Services Inc. 401(K) Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 127 | $8,755,623 | $1,074,649 | $8,462iApproximate average salary by contribution assumption: employee only about $211,545 at 4% or $141,030 at 6%; with 50% employer match about $141,030 at 4% or $94,020 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%. |
| Oakland Financial Services Inc. 401(K) Plan | - | 127 | $8,755,623 | $1,074,649 | $8,462iApproximate average salary by contribution assumption: employee only about $211,545 at 4% or $141,030 at 6%; with 50% employer match about $141,030 at 4% or $94,020 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%. |
| 2009 | 1 | 0 | $0 | $28,197 | - |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 0 | - | $28,197 | - |
| 2006 | 1 | 32 | $457,386 | $67,506 | $2,110iApproximate average salary by contribution assumption: employee only about $52,739 at 4% or $35,159 at 6%; with 50% employer match about $35,159 at 4% or $23,440 at 6%; with 100% employer match about $26,370 at 4% or $17,580 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 32 | $457,386 | $67,506 | $2,110iApproximate average salary by contribution assumption: employee only about $52,739 at 4% or $35,159 at 6%; with 50% employer match about $35,159 at 4% or $23,440 at 6%; with 100% employer match about $26,370 at 4% or $17,580 at 6%. |
| 2005 | 1 | 34 | $364,309 | $58,908 | $1,733iApproximate average salary by contribution assumption: employee only about $43,315 at 4% or $28,876 at 6%; with 50% employer match about $28,876 at 4% or $19,251 at 6%; with 100% employer match about $21,657 at 4% or $14,438 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 34 | $364,309 | $58,908 | $1,733iApproximate average salary by contribution assumption: employee only about $43,315 at 4% or $28,876 at 6%; with 50% employer match about $28,876 at 4% or $19,251 at 6%; with 100% employer match about $21,657 at 4% or $14,438 at 6%. |
| 2004 | 1 | 24 | $300,924 | $59,226 | $2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,419 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 24 | $300,924 | $59,226 | $2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,419 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%. |
| 2001 | 1 | 17 | $431,068 | $60,398 | $3,553iApproximate average salary by contribution assumption: employee only about $88,821 at 4% or $59,214 at 6%; with 50% employer match about $59,214 at 4% or $39,476 at 6%; with 100% employer match about $44,410 at 4% or $29,607 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 17 | $431,068 | $60,398 | $3,553iApproximate average salary by contribution assumption: employee only about $88,821 at 4% or $59,214 at 6%; with 50% employer match about $59,214 at 4% or $39,476 at 6%; with 100% employer match about $44,410 at 4% or $29,607 at 6%. |
| 2000 | 1 | 18 | $436,000 | $58,271 | $3,237iApproximate average salary by contribution assumption: employee only about $80,932 at 4% or $53,955 at 6%; with 50% employer match about $53,955 at 4% or $35,970 at 6%; with 100% employer match about $40,466 at 4% or $26,977 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 18 | $436,000 | $58,271 | $3,237iApproximate average salary by contribution assumption: employee only about $80,932 at 4% or $53,955 at 6%; with 50% employer match about $53,955 at 4% or $35,970 at 6%; with 100% employer match about $40,466 at 4% or $26,977 at 6%. |
| 1999 | 1 | 19 | $422,552 | $81,528 | $4,291iApproximate average salary by contribution assumption: employee only about $107,274 at 4% or $71,516 at 6%; with 50% employer match about $71,516 at 4% or $47,677 at 6%; with 100% employer match about $53,637 at 4% or $35,758 at 6%. |
| Otoe County Bank Cash or Deferred Profit Sharing Plan | - | 19 | $422,552 | $81,528 | $4,291iApproximate average salary by contribution assumption: employee only about $107,274 at 4% or $71,516 at 6%; with 50% employer match about $71,516 at 4% or $47,677 at 6%; with 100% employer match about $53,637 at 4% or $35,758 at 6%. |