Civic Intelligence

Owen & Owens PLC

Plan context: Owen & Owens PLC 401K Profit Sharing Plan and Trust

EIN 56-2631972 • Midlothian, VA • 16 filings • 2 plans

15521 Midlothian TurnpikeSuite 300Midlothian, VA 23113
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$6,220,328

2024 Contributions

$260,293

Historical Graphs

Total Assets Over Time

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

$6,220,328$3,110,164$0200720172024YearValue
$6,220,328Latest year 2024

Participants Over Time

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

42210200720172024YearValue
40Latest year 2024

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
2024140$6,220,328$260,293$6,507iApproximate average salary by contribution assumption: employee only about $162,683 at 4% or $108,455 at 6%; with 50% employer match about $108,455 at 4% or $72,304 at 6%; with 100% employer match about $81,342 at 4% or $54,228 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-40$6,220,328$260,293$6,507iApproximate average salary by contribution assumption: employee only about $162,683 at 4% or $108,455 at 6%; with 50% employer match about $108,455 at 4% or $72,304 at 6%; with 100% employer match about $81,342 at 4% or $54,228 at 6%.
2023142$5,506,504$259,620$6,181iApproximate average salary by contribution assumption: employee only about $154,536 at 4% or $103,024 at 6%; with 50% employer match about $103,024 at 4% or $68,683 at 6%; with 100% employer match about $77,268 at 4% or $51,512 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-42$5,506,504$259,620$6,181iApproximate average salary by contribution assumption: employee only about $154,536 at 4% or $103,024 at 6%; with 50% employer match about $103,024 at 4% or $68,683 at 6%; with 100% employer match about $77,268 at 4% or $51,512 at 6%.
2022139$4,620,925$200,757$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-39$4,620,925$200,757$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
2021131$5,365,370$212,654$6,860iApproximate average salary by contribution assumption: employee only about $171,495 at 4% or $114,330 at 6%; with 50% employer match about $114,330 at 4% or $76,220 at 6%; with 100% employer match about $85,748 at 4% or $57,165 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-31$5,365,370$212,654$6,860iApproximate average salary by contribution assumption: employee only about $171,495 at 4% or $114,330 at 6%; with 50% employer match about $114,330 at 4% or $76,220 at 6%; with 100% employer match about $85,748 at 4% or $57,165 at 6%.
2020132$4,718,073$194,673$6,084iApproximate average salary by contribution assumption: employee only about $152,088 at 4% or $101,392 at 6%; with 50% employer match about $101,392 at 4% or $67,595 at 6%; with 100% employer match about $76,044 at 4% or $50,696 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-32$4,718,073$194,673$6,084iApproximate average salary by contribution assumption: employee only about $152,088 at 4% or $101,392 at 6%; with 50% employer match about $101,392 at 4% or $67,595 at 6%; with 100% employer match about $76,044 at 4% or $50,696 at 6%.
2019132$4,327,308$181,389$5,668iApproximate average salary by contribution assumption: employee only about $141,710 at 4% or $94,473 at 6%; with 50% employer match about $94,473 at 4% or $62,982 at 6%; with 100% employer match about $70,855 at 4% or $47,237 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-32$4,327,308$181,389$5,668iApproximate average salary by contribution assumption: employee only about $141,710 at 4% or $94,473 at 6%; with 50% employer match about $94,473 at 4% or $62,982 at 6%; with 100% employer match about $70,855 at 4% or $47,237 at 6%.
2018134$3,629,128$107,706$3,168iApproximate average salary by contribution assumption: employee only about $79,196 at 4% or $52,797 at 6%; with 50% employer match about $52,797 at 4% or $35,198 at 6%; with 100% employer match about $39,598 at 4% or $26,399 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-34$3,629,128$107,706$3,168iApproximate average salary by contribution assumption: employee only about $79,196 at 4% or $52,797 at 6%; with 50% employer match about $52,797 at 4% or $35,198 at 6%; with 100% employer match about $39,598 at 4% or $26,399 at 6%.
2017130$3,864,904$172,836$5,761iApproximate average salary by contribution assumption: employee only about $144,030 at 4% or $96,020 at 6%; with 50% employer match about $96,020 at 4% or $64,013 at 6%; with 100% employer match about $72,015 at 4% or $48,010 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-30$3,864,904$172,836$5,761iApproximate average salary by contribution assumption: employee only about $144,030 at 4% or $96,020 at 6%; with 50% employer match about $96,020 at 4% or $64,013 at 6%; with 100% employer match about $72,015 at 4% or $48,010 at 6%.
2016126$3,182,443$180,706$6,950iApproximate average salary by contribution assumption: employee only about $173,756 at 4% or $115,837 at 6%; with 50% employer match about $115,837 at 4% or $77,225 at 6%; with 100% employer match about $86,878 at 4% or $57,919 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-26$3,182,443$180,706$6,950iApproximate average salary by contribution assumption: employee only about $173,756 at 4% or $115,837 at 6%; with 50% employer match about $115,837 at 4% or $77,225 at 6%; with 100% employer match about $86,878 at 4% or $57,919 at 6%.
2015127$2,839,012$154,833$5,735iApproximate average salary by contribution assumption: employee only about $143,364 at 4% or $95,576 at 6%; with 50% employer match about $95,576 at 4% or $63,717 at 6%; with 100% employer match about $71,682 at 4% or $47,788 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-27$2,839,012$154,833$5,735iApproximate average salary by contribution assumption: employee only about $143,364 at 4% or $95,576 at 6%; with 50% employer match about $95,576 at 4% or $63,717 at 6%; with 100% employer match about $71,682 at 4% or $47,788 at 6%.
2012121$2,014,098$142,282$6,775iApproximate average salary by contribution assumption: employee only about $169,383 at 4% or $112,922 at 6%; with 50% employer match about $112,922 at 4% or $75,281 at 6%; with 100% employer match about $84,692 at 4% or $56,461 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-21$2,014,098$142,282$6,775iApproximate average salary by contribution assumption: employee only about $169,383 at 4% or $112,922 at 6%; with 50% employer match about $112,922 at 4% or $75,281 at 6%; with 100% employer match about $84,692 at 4% or $56,461 at 6%.
2011121$1,703,533$138,042$6,573iApproximate average salary by contribution assumption: employee only about $164,336 at 4% or $109,557 at 6%; with 50% employer match about $109,557 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,779 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-21$1,703,533$138,042$6,573iApproximate average salary by contribution assumption: employee only about $164,336 at 4% or $109,557 at 6%; with 50% employer match about $109,557 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,779 at 6%.
2010119$1,585,406$132,869$6,993iApproximate average salary by contribution assumption: employee only about $174,828 at 4% or $116,552 at 6%; with 50% employer match about $116,552 at 4% or $77,701 at 6%; with 100% employer match about $87,414 at 4% or $58,276 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-19$1,585,406$132,869$6,993iApproximate average salary by contribution assumption: employee only about $174,828 at 4% or $116,552 at 6%; with 50% employer match about $116,552 at 4% or $77,701 at 6%; with 100% employer match about $87,414 at 4% or $58,276 at 6%.
2009117$1,270,789$117,759$6,927iApproximate average salary by contribution assumption: employee only about $173,175 at 4% or $115,450 at 6%; with 50% employer match about $115,450 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-17$1,270,789$117,759$6,927iApproximate average salary by contribution assumption: employee only about $173,175 at 4% or $115,450 at 6%; with 50% employer match about $115,450 at 4% or $76,967 at 6%; with 100% employer match about $86,588 at 4% or $57,725 at 6%.
2008114$0$0-
Owen & Owens PLC 401K Profit Sharing Plan and Trust-14---
2007110$1,250,853$92,285$9,229iApproximate average salary by contribution assumption: employee only about $230,713 at 4% or $153,808 at 6%; with 50% employer match about $153,808 at 4% or $102,539 at 6%; with 100% employer match about $115,356 at 4% or $76,904 at 6%.
Owen & Owens PLC 401K Profit Sharing Plan and Trust-10$1,250,853$92,285$9,229iApproximate average salary by contribution assumption: employee only about $230,713 at 4% or $153,808 at 6%; with 50% employer match about $153,808 at 4% or $102,539 at 6%; with 100% employer match about $115,356 at 4% or $76,904 at 6%.