Civic Intelligence

J.E. Oates & Son Insurance Inc.

Plan context: J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan

EIN 52-1161351 • Lutherville, MD • 26 filings • 5 plans

1301 York Road, Suite 702Lutherville, MD 21093
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,605,028

2023 Contributions

$134,912

Historical Graphs

Total Assets Over Time

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

$3,350,534$1,675,267$0200220142023YearValue
$1,605,028Latest year 2023

Participants Over Time

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

530200020122023YearValue
2Latest year 2023

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
202312$1,605,028$134,912$67,456iApproximate average salary by contribution assumption: employee only about $1,686,400 at 4% or $1,124,267 at 6%; with 50% employer match about $1,124,267 at 4% or $749,511 at 6%; with 100% employer match about $843,200 at 4% or $562,133 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-2$1,605,028$134,912$67,456iApproximate average salary by contribution assumption: employee only about $1,686,400 at 4% or $1,124,267 at 6%; with 50% employer match about $1,124,267 at 4% or $749,511 at 6%; with 100% employer match about $843,200 at 4% or $562,133 at 6%.
202213$1,202,356$106,007$35,336iApproximate average salary by contribution assumption: employee only about $883,392 at 4% or $588,928 at 6%; with 50% employer match about $588,928 at 4% or $392,619 at 6%; with 100% employer match about $441,696 at 4% or $294,464 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-3$1,202,356$106,007$35,336iApproximate average salary by contribution assumption: employee only about $883,392 at 4% or $588,928 at 6%; with 50% employer match about $588,928 at 4% or $392,619 at 6%; with 100% employer match about $441,696 at 4% or $294,464 at 6%.
202112$1,849,863$67,501$33,751iApproximate average salary by contribution assumption: employee only about $843,763 at 4% or $562,508 at 6%; with 50% employer match about $562,508 at 4% or $375,006 at 6%; with 100% employer match about $421,881 at 4% or $281,254 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-2$1,849,863$67,501$33,751iApproximate average salary by contribution assumption: employee only about $843,763 at 4% or $562,508 at 6%; with 50% employer match about $562,508 at 4% or $375,006 at 6%; with 100% employer match about $421,881 at 4% or $281,254 at 6%.
202014$2,419,368$55,574$13,894iApproximate average salary by contribution assumption: employee only about $347,338 at 4% or $231,558 at 6%; with 50% employer match about $231,558 at 4% or $154,372 at 6%; with 100% employer match about $173,669 at 4% or $115,779 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,419,368$55,574$13,894iApproximate average salary by contribution assumption: employee only about $347,338 at 4% or $231,558 at 6%; with 50% employer match about $231,558 at 4% or $154,372 at 6%; with 100% employer match about $173,669 at 4% or $115,779 at 6%.
201914$2,236,078$52,257$13,064iApproximate average salary by contribution assumption: employee only about $326,606 at 4% or $217,738 at 6%; with 50% employer match about $217,738 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,869 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,236,078$52,257$13,064iApproximate average salary by contribution assumption: employee only about $326,606 at 4% or $217,738 at 6%; with 50% employer match about $217,738 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,869 at 6%.
201814$2,302,968$42,586$10,647iApproximate average salary by contribution assumption: employee only about $266,163 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,294 at 6%; with 100% employer match about $133,081 at 4% or $88,721 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,302,968$42,586$10,647iApproximate average salary by contribution assumption: employee only about $266,163 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,294 at 6%; with 100% employer match about $133,081 at 4% or $88,721 at 6%.
201714$2,388,011$40,155$10,039iApproximate average salary by contribution assumption: employee only about $250,969 at 4% or $167,313 at 6%; with 50% employer match about $167,313 at 4% or $111,542 at 6%; with 100% employer match about $125,484 at 4% or $83,656 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,388,011$40,155$10,039iApproximate average salary by contribution assumption: employee only about $250,969 at 4% or $167,313 at 6%; with 50% employer match about $167,313 at 4% or $111,542 at 6%; with 100% employer match about $125,484 at 4% or $83,656 at 6%.
201614$2,388,443$43,352$10,838iApproximate average salary by contribution assumption: employee only about $270,950 at 4% or $180,633 at 6%; with 50% employer match about $180,633 at 4% or $120,422 at 6%; with 100% employer match about $135,475 at 4% or $90,317 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,388,443$43,352$10,838iApproximate average salary by contribution assumption: employee only about $270,950 at 4% or $180,633 at 6%; with 50% employer match about $180,633 at 4% or $120,422 at 6%; with 100% employer match about $135,475 at 4% or $90,317 at 6%.
201512$2,275,155$23,850$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-2$2,275,155$23,850$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.
201413$2,304,227$23,593$7,864iApproximate average salary by contribution assumption: employee only about $196,608 at 4% or $131,072 at 6%; with 50% employer match about $131,072 at 4% or $87,381 at 6%; with 100% employer match about $98,304 at 4% or $65,536 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-3$2,304,227$23,593$7,864iApproximate average salary by contribution assumption: employee only about $196,608 at 4% or $131,072 at 6%; with 50% employer match about $131,072 at 4% or $87,381 at 6%; with 100% employer match about $98,304 at 4% or $65,536 at 6%.
201314$2,591,759$23,787$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,334 at 4% or $49,556 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,591,759$23,787$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,334 at 4% or $49,556 at 6%.
201214$2,558,711$24,237$6,059iApproximate average salary by contribution assumption: employee only about $151,481 at 4% or $100,988 at 6%; with 50% employer match about $100,988 at 4% or $67,325 at 6%; with 100% employer match about $75,741 at 4% or $50,494 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,558,711$24,237$6,059iApproximate average salary by contribution assumption: employee only about $151,481 at 4% or $100,988 at 6%; with 50% employer match about $100,988 at 4% or $67,325 at 6%; with 100% employer match about $75,741 at 4% or $50,494 at 6%.
201114$2,594,789$24,568$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,594,789$24,568$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
201014$2,408,758$21,900$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,408,758$21,900$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,438 at 4% or $45,625 at 6%.
200913$2,707,687$17,854$5,951iApproximate average salary by contribution assumption: employee only about $148,783 at 4% or $99,189 at 6%; with 50% employer match about $99,189 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,594 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-3$2,707,687$17,854$5,951iApproximate average salary by contribution assumption: employee only about $148,783 at 4% or $99,189 at 6%; with 50% employer match about $99,189 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,594 at 6%.
200815$0$0-
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-5---
200715$0$0-
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-5---
200615$3,350,534$19,823$3,965iApproximate average salary by contribution assumption: employee only about $99,115 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,038 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-5$3,350,534$19,823$3,965iApproximate average salary by contribution assumption: employee only about $99,115 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,051 at 6%; with 100% employer match about $49,558 at 4% or $33,038 at 6%.
200515$3,286,487$20,278$4,056iApproximate average salary by contribution assumption: employee only about $101,390 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-5$3,286,487$20,278$4,056iApproximate average salary by contribution assumption: employee only about $101,390 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%.
200414$3,232,009$18,550$4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$3,232,009$18,550$4,638iApproximate average salary by contribution assumption: employee only about $115,938 at 4% or $77,292 at 6%; with 50% employer match about $77,292 at 4% or $51,528 at 6%; with 100% employer match about $57,969 at 4% or $38,646 at 6%.
200314$3,132,474$27,458$6,865iApproximate average salary by contribution assumption: employee only about $171,613 at 4% or $114,408 at 6%; with 50% employer match about $114,408 at 4% or $76,272 at 6%; with 100% employer match about $85,806 at 4% or $57,204 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$3,132,474$27,458$6,865iApproximate average salary by contribution assumption: employee only about $171,613 at 4% or $114,408 at 6%; with 50% employer match about $114,408 at 4% or $76,272 at 6%; with 100% employer match about $85,806 at 4% or $57,204 at 6%.
200214$2,767,739$19,886$4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%.
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4$2,767,739$19,886$4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%.
200124$0$0-
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4---
J.E. OATES & SON INSURANCE, INC. MONEY PURCHASE PENSION PLAN-0---
200024$0$0-
J.E. Oates & Son Insurance Inc. 401(K) Profit Sharing Plan-4---
J.E. OATES & SON INSURANCE, INC. MONEY PURCHASE PENSION PLAN-4---