Civic Intelligence

The Ottery Group

Plan context: The Ottery Group Safe Harbor 401K Plan

EIN 52-2147623 • 12 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$155,578

2013 Contributions

$11,078

Historical Graphs

Total Assets Over Time

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

$155,578$77,789$0200220082012YearValue
$155,578Latest year 2012

Participants Over Time

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

1050200220072011YearValue
10Latest year 2011

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
201310$0$0-
The Ottery Group Safe Harbor 401K Plan-0---
201210$155,578$11,078-
The Ottery Group Safe Harbor 401K Plan-0$155,578$11,078-
2011110$137,136$6,512$651iApproximate average salary by contribution assumption: employee only about $16,280 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,236 at 6%; with 100% employer match about $8,140 at 4% or $5,427 at 6%.
The Ottery Group Safe Harbor 401K Plan-10$137,136$6,512$651iApproximate average salary by contribution assumption: employee only about $16,280 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,236 at 6%; with 100% employer match about $8,140 at 4% or $5,427 at 6%.
201016$141,138$14,722$2,454iApproximate average salary by contribution assumption: employee only about $61,342 at 4% or $40,894 at 6%; with 50% employer match about $40,894 at 4% or $27,263 at 6%; with 100% employer match about $30,671 at 4% or $20,447 at 6%.
The Ottery Group Safe Harbor 401K Plan-6$141,138$14,722$2,454iApproximate average salary by contribution assumption: employee only about $61,342 at 4% or $40,894 at 6%; with 50% employer match about $40,894 at 4% or $27,263 at 6%; with 100% employer match about $30,671 at 4% or $20,447 at 6%.
200917$126,503$35,997$5,142iApproximate average salary by contribution assumption: employee only about $128,561 at 4% or $85,707 at 6%; with 50% employer match about $85,707 at 4% or $57,138 at 6%; with 100% employer match about $64,280 at 4% or $42,854 at 6%.
The Ottery Group Safe Harbor 401K Plan-7$126,503$35,997$5,142iApproximate average salary by contribution assumption: employee only about $128,561 at 4% or $85,707 at 6%; with 50% employer match about $85,707 at 4% or $57,138 at 6%; with 100% employer match about $64,280 at 4% or $42,854 at 6%.
200818$75,250$6,184$773iApproximate average salary by contribution assumption: employee only about $19,325 at 4% or $12,883 at 6%; with 50% employer match about $12,883 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%.
The Ottery Group Safe Harbor 401K Plan-8$75,250$6,184$773iApproximate average salary by contribution assumption: employee only about $19,325 at 4% or $12,883 at 6%; with 50% employer match about $12,883 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%.
200719$0$0-
The Ottery Group Safe Harbor 401K Plan-9---
200619$89,179$8,150$906iApproximate average salary by contribution assumption: employee only about $22,639 at 4% or $15,093 at 6%; with 50% employer match about $15,093 at 4% or $10,062 at 6%; with 100% employer match about $11,319 at 4% or $7,546 at 6%.
The Ottery Group Safe Harbor 401K Plan-9$89,179$8,150$906iApproximate average salary by contribution assumption: employee only about $22,639 at 4% or $15,093 at 6%; with 50% employer match about $15,093 at 4% or $10,062 at 6%; with 100% employer match about $11,319 at 4% or $7,546 at 6%.
200518$102,413$30,513$3,814iApproximate average salary by contribution assumption: employee only about $95,353 at 4% or $63,569 at 6%; with 50% employer match about $63,569 at 4% or $42,379 at 6%; with 100% employer match about $47,677 at 4% or $31,784 at 6%.
The Ottery Group Safe Harbor 401K Plan-8$102,413$30,513$3,814iApproximate average salary by contribution assumption: employee only about $95,353 at 4% or $63,569 at 6%; with 50% employer match about $63,569 at 4% or $42,379 at 6%; with 100% employer match about $47,677 at 4% or $31,784 at 6%.
200418$67,390$10,016$1,252iApproximate average salary by contribution assumption: employee only about $31,300 at 4% or $20,867 at 6%; with 50% employer match about $20,867 at 4% or $13,911 at 6%; with 100% employer match about $15,650 at 4% or $10,433 at 6%.
The Ottery Group Safe Harbor 401K Plan-8$67,390$10,016$1,252iApproximate average salary by contribution assumption: employee only about $31,300 at 4% or $20,867 at 6%; with 50% employer match about $20,867 at 4% or $13,911 at 6%; with 100% employer match about $15,650 at 4% or $10,433 at 6%.
200316$0$0-
The Ottery Group Safe Harbor 401K Plan-6---
200214$28,845$30,022$7,506iApproximate average salary by contribution assumption: employee only about $187,638 at 4% or $125,092 at 6%; with 50% employer match about $125,092 at 4% or $83,394 at 6%; with 100% employer match about $93,819 at 4% or $62,546 at 6%.
The Ottery Group Safe Harbor 401K Plan-4$28,845$30,022$7,506iApproximate average salary by contribution assumption: employee only about $187,638 at 4% or $125,092 at 6%; with 50% employer match about $125,092 at 4% or $83,394 at 6%; with 100% employer match about $93,819 at 4% or $62,546 at 6%.