Civic Intelligence

Opes Advisors Inc.

Plan context: Opes Advisors 401(K) Plan

EIN 56-2471041 • Palo Alto, CA • 20 filings • 4 plans

555 College AvenuePalo Alto, CA 94306
Current Snapshot

Latest Year

2017

2017 Participants

442

2017 Assets

$17,256,380

2017 Contributions

$1,606,256

Historical Graphs

Total Assets Over Time

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

$17,256,380$8,628,190$0200620112016YearValue
$17,256,380Latest year 2016

Participants Over Time

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

4512260200620112016YearValue
442Latest year 2016

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
201720$0$1,606,256-
Opes Advisors Inc. Health and Welfare Plan-0---
Opes Advisors 401(K) Plan-0-$1,606,256-
20162442$17,256,380$4,160,411$9,413iApproximate average salary by contribution assumption: employee only about $235,317 at 4% or $156,878 at 6%; with 50% employer match about $156,878 at 4% or $104,585 at 6%; with 100% employer match about $117,659 at 4% or $78,439 at 6%.
Opes Advisors 401(K) Plan-442$17,256,380$4,160,411$9,413iApproximate average salary by contribution assumption: employee only about $235,317 at 4% or $156,878 at 6%; with 50% employer match about $156,878 at 4% or $104,585 at 6%; with 100% employer match about $117,659 at 4% or $78,439 at 6%.
Opes Advisors Inc. Health and Welfare Plan-309---
20152410$12,856,664$3,257,614$7,945iApproximate average salary by contribution assumption: employee only about $198,635 at 4% or $132,423 at 6%; with 50% employer match about $132,423 at 4% or $88,282 at 6%; with 100% employer match about $99,318 at 4% or $66,212 at 6%.
Opes Advisors 401(K) Plan-396$12,856,664$3,257,614$8,226iApproximate average salary by contribution assumption: employee only about $205,657 at 4% or $137,105 at 6%; with 50% employer match about $137,105 at 4% or $91,403 at 6%; with 100% employer match about $102,829 at 4% or $68,552 at 6%.
Opes Advisors Inc. Health and Welfare Plan-410---
20142410$11,586,621$2,949,490$7,194iApproximate average salary by contribution assumption: employee only about $179,847 at 4% or $119,898 at 6%; with 50% employer match about $119,898 at 4% or $79,932 at 6%; with 100% employer match about $89,923 at 4% or $59,949 at 6%.
Opes Advisors 401(K) Plan-380$11,586,621$2,949,490$7,762iApproximate average salary by contribution assumption: employee only about $194,045 at 4% or $129,364 at 6%; with 50% employer match about $129,364 at 4% or $86,242 at 6%; with 100% employer match about $97,023 at 4% or $64,682 at 6%.
Opes Advisors Inc. Health and Welfare Plan-410---
20132421$9,024,342$2,416,464$5,740iApproximate average salary by contribution assumption: employee only about $143,495 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%.
Opes Advisors 401(K) Plan-421$9,024,342$2,416,464$5,740iApproximate average salary by contribution assumption: employee only about $143,495 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%.
Opes Advisors Inc. Health and Welfare Plan-410---
20122451$6,219,544$1,939,280$4,300iApproximate average salary by contribution assumption: employee only about $107,499 at 4% or $71,666 at 6%; with 50% employer match about $71,666 at 4% or $47,777 at 6%; with 100% employer match about $53,749 at 4% or $35,833 at 6%.
Opes Advisors 401(K) Plan-378$6,219,544$1,939,280$5,130iApproximate average salary by contribution assumption: employee only about $128,259 at 4% or $85,506 at 6%; with 50% employer match about $85,506 at 4% or $57,004 at 6%; with 100% employer match about $64,130 at 4% or $42,753 at 6%.
Opes Advisors Inc. Health and Welfare Plan-451---
20112444$4,052,978$1,119,137$2,521iApproximate average salary by contribution assumption: employee only about $63,014 at 4% or $42,010 at 6%; with 50% employer match about $42,010 at 4% or $28,006 at 6%; with 100% employer match about $31,507 at 4% or $21,005 at 6%.
Opes Advisors 401(K) Plan-365$4,052,978$1,119,137$3,066iApproximate average salary by contribution assumption: employee only about $76,653 at 4% or $51,102 at 6%; with 50% employer match about $51,102 at 4% or $34,068 at 6%; with 100% employer match about $38,327 at 4% or $25,551 at 6%.
Opes Advisors Inc. Health and Welfare Plan-444---
20102314$3,268,120$836,901$2,665iApproximate average salary by contribution assumption: employee only about $66,632 at 4% or $44,421 at 6%; with 50% employer match about $44,421 at 4% or $29,614 at 6%; with 100% employer match about $33,316 at 4% or $22,211 at 6%.
Opes Advisors 401(K) Plan-268$3,268,120$836,901$3,123iApproximate average salary by contribution assumption: employee only about $78,069 at 4% or $52,046 at 6%; with 50% employer match about $52,046 at 4% or $34,697 at 6%; with 100% employer match about $39,035 at 4% or $26,023 at 6%.
Opes Advisors Inc. Health and Welfare Plan-314---
2009187$2,062,465$711,034$8,173iApproximate average salary by contribution assumption: employee only about $204,320 at 4% or $136,213 at 6%; with 50% employer match about $136,213 at 4% or $90,809 at 6%; with 100% employer match about $102,160 at 4% or $68,107 at 6%.
Opes Advisors 401(K) Plan-87$2,062,465$711,034$8,173iApproximate average salary by contribution assumption: employee only about $204,320 at 4% or $136,213 at 6%; with 50% employer match about $136,213 at 4% or $90,809 at 6%; with 100% employer match about $102,160 at 4% or $68,107 at 6%.
2008146$961,232$232,397$5,052iApproximate average salary by contribution assumption: employee only about $126,303 at 4% or $84,202 at 6%; with 50% employer match about $84,202 at 4% or $56,135 at 6%; with 100% employer match about $63,151 at 4% or $42,101 at 6%.
Opes Advisors 401(K) Plan-46$961,232$232,397$5,052iApproximate average salary by contribution assumption: employee only about $126,303 at 4% or $84,202 at 6%; with 50% employer match about $84,202 at 4% or $56,135 at 6%; with 100% employer match about $63,151 at 4% or $42,101 at 6%.
2007137$1,389,989$579,066$15,650iApproximate average salary by contribution assumption: employee only about $391,261 at 4% or $260,841 at 6%; with 50% employer match about $260,841 at 4% or $173,894 at 6%; with 100% employer match about $195,630 at 4% or $130,420 at 6%.
Opes Advisors 401(K) Plan-37$1,389,989$579,066$15,650iApproximate average salary by contribution assumption: employee only about $391,261 at 4% or $260,841 at 6%; with 50% employer match about $260,841 at 4% or $173,894 at 6%; with 100% employer match about $195,630 at 4% or $130,420 at 6%.
2006144$904,578$445,697$10,129iApproximate average salary by contribution assumption: employee only about $253,237 at 4% or $168,825 at 6%; with 50% employer match about $168,825 at 4% or $112,550 at 6%; with 100% employer match about $126,618 at 4% or $84,412 at 6%.
Opes Advisors 401(K) Plan-44$904,578$445,697$10,129iApproximate average salary by contribution assumption: employee only about $253,237 at 4% or $168,825 at 6%; with 50% employer match about $168,825 at 4% or $112,550 at 6%; with 100% employer match about $126,618 at 4% or $84,412 at 6%.