Civic Intelligence

Okeeffe & Spies

Plan context: Okeeffe & Spies 401K Profit Sharing Plan and Trust

EIN 54-1447429 • Lynchburg, VA • 16 filings • 2 plans

PO Box 1419Lynchburg, VA 24505
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$1,757,039

2014 Contributions

$74,157

Historical Graphs

Total Assets Over Time

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

$2,145,971$1,072,986$0199920082014YearValue
$1,757,039Latest year 2014

Participants Over Time

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

1050199920072014YearValue
6Latest year 2014

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
201416$1,757,039$74,157$12,360iApproximate average salary by contribution assumption: employee only about $308,988 at 4% or $205,992 at 6%; with 50% employer match about $205,992 at 4% or $137,328 at 6%; with 100% employer match about $154,494 at 4% or $102,996 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-6$1,757,039$74,157$12,360iApproximate average salary by contribution assumption: employee only about $308,988 at 4% or $205,992 at 6%; with 50% employer match about $205,992 at 4% or $137,328 at 6%; with 100% employer match about $154,494 at 4% or $102,996 at 6%.
2013110$2,145,971$93,599$9,360iApproximate average salary by contribution assumption: employee only about $233,998 at 4% or $155,998 at 6%; with 50% employer match about $155,998 at 4% or $103,999 at 6%; with 100% employer match about $116,999 at 4% or $77,999 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-10$2,145,971$93,599$9,360iApproximate average salary by contribution assumption: employee only about $233,998 at 4% or $155,998 at 6%; with 50% employer match about $155,998 at 4% or $103,999 at 6%; with 100% employer match about $116,999 at 4% or $77,999 at 6%.
2012110$1,639,369$84,459$8,446iApproximate average salary by contribution assumption: employee only about $211,148 at 4% or $140,765 at 6%; with 50% employer match about $140,765 at 4% or $93,843 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-10$1,639,369$84,459$8,446iApproximate average salary by contribution assumption: employee only about $211,148 at 4% or $140,765 at 6%; with 50% employer match about $140,765 at 4% or $93,843 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
2011110$1,363,006$90,135$9,014iApproximate average salary by contribution assumption: employee only about $225,338 at 4% or $150,225 at 6%; with 50% employer match about $150,225 at 4% or $100,150 at 6%; with 100% employer match about $112,669 at 4% or $75,113 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-10$1,363,006$90,135$9,014iApproximate average salary by contribution assumption: employee only about $225,338 at 4% or $150,225 at 6%; with 50% employer match about $150,225 at 4% or $100,150 at 6%; with 100% employer match about $112,669 at 4% or $75,113 at 6%.
2010110$1,275,103$69,748$6,975iApproximate average salary by contribution assumption: employee only about $174,370 at 4% or $116,247 at 6%; with 50% employer match about $116,247 at 4% or $77,498 at 6%; with 100% employer match about $87,185 at 4% or $58,123 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-10$1,275,103$69,748$6,975iApproximate average salary by contribution assumption: employee only about $174,370 at 4% or $116,247 at 6%; with 50% employer match about $116,247 at 4% or $77,498 at 6%; with 100% employer match about $87,185 at 4% or $58,123 at 6%.
200919$1,059,738$75,639$8,404iApproximate average salary by contribution assumption: employee only about $210,108 at 4% or $140,072 at 6%; with 50% employer match about $140,072 at 4% or $93,381 at 6%; with 100% employer match about $105,054 at 4% or $70,036 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-9$1,059,738$75,639$8,404iApproximate average salary by contribution assumption: employee only about $210,108 at 4% or $140,072 at 6%; with 50% employer match about $140,072 at 4% or $93,381 at 6%; with 100% employer match about $105,054 at 4% or $70,036 at 6%.
200818$792,527$54,685$6,836iApproximate average salary by contribution assumption: employee only about $170,891 at 4% or $113,927 at 6%; with 50% employer match about $113,927 at 4% or $75,951 at 6%; with 100% employer match about $85,445 at 4% or $56,964 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8$792,527$54,685$6,836iApproximate average salary by contribution assumption: employee only about $170,891 at 4% or $113,927 at 6%; with 50% employer match about $113,927 at 4% or $75,951 at 6%; with 100% employer match about $85,445 at 4% or $56,964 at 6%.
200718$0$0-
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8---
200618$1,073,383$51,376$6,422iApproximate average salary by contribution assumption: employee only about $160,550 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,356 at 6%; with 100% employer match about $80,275 at 4% or $53,517 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8$1,073,383$51,376$6,422iApproximate average salary by contribution assumption: employee only about $160,550 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,356 at 6%; with 100% employer match about $80,275 at 4% or $53,517 at 6%.
200519$870,099$51,262$5,696iApproximate average salary by contribution assumption: employee only about $142,394 at 4% or $94,930 at 6%; with 50% employer match about $94,930 at 4% or $63,286 at 6%; with 100% employer match about $71,197 at 4% or $47,465 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-9$870,099$51,262$5,696iApproximate average salary by contribution assumption: employee only about $142,394 at 4% or $94,930 at 6%; with 50% employer match about $94,930 at 4% or $63,286 at 6%; with 100% employer match about $71,197 at 4% or $47,465 at 6%.
200419$768,373$54,181$6,020iApproximate average salary by contribution assumption: employee only about $150,503 at 4% or $100,335 at 6%; with 50% employer match about $100,335 at 4% or $66,890 at 6%; with 100% employer match about $75,251 at 4% or $50,168 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-9$768,373$54,181$6,020iApproximate average salary by contribution assumption: employee only about $150,503 at 4% or $100,335 at 6%; with 50% employer match about $100,335 at 4% or $66,890 at 6%; with 100% employer match about $75,251 at 4% or $50,168 at 6%.
2003110$635,833$53,228$5,323iApproximate average salary by contribution assumption: employee only about $133,070 at 4% or $88,713 at 6%; with 50% employer match about $88,713 at 4% or $59,142 at 6%; with 100% employer match about $66,535 at 4% or $44,357 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-10$635,833$53,228$5,323iApproximate average salary by contribution assumption: employee only about $133,070 at 4% or $88,713 at 6%; with 50% employer match about $88,713 at 4% or $59,142 at 6%; with 100% employer match about $66,535 at 4% or $44,357 at 6%.
200219$0$0-
Okeeffe & Spies 401K Profit Sharing Plan and Trust-9---
200118$0$0-
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8---
200018$550,843$34,153$4,269iApproximate average salary by contribution assumption: employee only about $106,728 at 4% or $71,152 at 6%; with 50% employer match about $71,152 at 4% or $47,435 at 6%; with 100% employer match about $53,364 at 4% or $35,576 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8$550,843$34,153$4,269iApproximate average salary by contribution assumption: employee only about $106,728 at 4% or $71,152 at 6%; with 50% employer match about $71,152 at 4% or $47,435 at 6%; with 100% employer match about $53,364 at 4% or $35,576 at 6%.
199918$521,108$30,103$3,763iApproximate average salary by contribution assumption: employee only about $94,072 at 4% or $62,715 at 6%; with 50% employer match about $62,715 at 4% or $41,810 at 6%; with 100% employer match about $47,036 at 4% or $31,357 at 6%.
Okeeffe & Spies 401K Profit Sharing Plan and Trust-8$521,108$30,103$3,763iApproximate average salary by contribution assumption: employee only about $94,072 at 4% or $62,715 at 6%; with 50% employer match about $62,715 at 4% or $41,810 at 6%; with 100% employer match about $47,036 at 4% or $31,357 at 6%.