Overton & Ogburn Associates Inc.
Plan context: Overton & Ogburn Associates Inc. 401K Salary Reduction Plan and Trust
EIN 52-1054289 • 4 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
34
2004 Assets
$1,491,864
2004 Contributions
$214,051
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 34 | $1,491,864 | $214,051 | $6,296iApproximate average salary by contribution assumption: employee only about $157,390 at 4% or $104,927 at 6%; with 50% employer match about $104,927 at 4% or $69,951 at 6%; with 100% employer match about $78,695 at 4% or $52,463 at 6%. |
| Overton & Ogburn Associates Inc. 401K Salary Reduction Plan and Trust | - | 34 | $1,491,864 | $214,051 | $6,296iApproximate average salary by contribution assumption: employee only about $157,390 at 4% or $104,927 at 6%; with 50% employer match about $104,927 at 4% or $69,951 at 6%; with 100% employer match about $78,695 at 4% or $52,463 at 6%. |
| 2003 | 1 | 34 | $1,193,782 | $144,157 | $4,240iApproximate average salary by contribution assumption: employee only about $105,998 at 4% or $70,665 at 6%; with 50% employer match about $70,665 at 4% or $47,110 at 6%; with 100% employer match about $52,999 at 4% or $35,333 at 6%. |
| Overton & Ogburn Associates Inc. 401K Salary Reduction Plan and Trust | - | 34 | $1,193,782 | $144,157 | $4,240iApproximate average salary by contribution assumption: employee only about $105,998 at 4% or $70,665 at 6%; with 50% employer match about $70,665 at 4% or $47,110 at 6%; with 100% employer match about $52,999 at 4% or $35,333 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Overton & Ogburn Associates Inc. 401K Salary Reduction Plan and Trust | - | 25 | - | - | - |
| 2000 | 1 | 26 | $758,432 | $97,466 | $3,749iApproximate average salary by contribution assumption: employee only about $93,717 at 4% or $62,478 at 6%; with 50% employer match about $62,478 at 4% or $41,652 at 6%; with 100% employer match about $46,859 at 4% or $31,239 at 6%. |
| Overton & Ogburn Associates Inc. 401K Salary Reduction Plan and Trust | - | 26 | $758,432 | $97,466 | $3,749iApproximate average salary by contribution assumption: employee only about $93,717 at 4% or $62,478 at 6%; with 50% employer match about $62,478 at 4% or $41,652 at 6%; with 100% employer match about $46,859 at 4% or $31,239 at 6%. |