Civic Intelligence

Oertel, Hoffman, Fernandez & Cole, P.A.

Plan context: Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust

EIN 59-2009476 • Tallahassee, FL • 26 filings • 4 plans

2060 Delta WayTallahassee, FL 32303
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,041,597

2024 Contributions

$223,741

Historical Graphs

Total Assets Over Time

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

$11,315,762$5,657,881$0199920142024YearValue
$5,041,597Latest year 2024

Participants Over Time

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

20100199920122024YearValue
8Latest 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
202418$5,041,597$223,741$27,968iApproximate average salary by contribution assumption: employee only about $699,191 at 4% or $466,127 at 6%; with 50% employer match about $466,127 at 4% or $310,751 at 6%; with 100% employer match about $349,595 at 4% or $233,064 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-8$5,041,597$223,741$27,968iApproximate average salary by contribution assumption: employee only about $699,191 at 4% or $466,127 at 6%; with 50% employer match about $466,127 at 4% or $310,751 at 6%; with 100% employer match about $349,595 at 4% or $233,064 at 6%.
2023111$11,315,762$278,462$25,315iApproximate average salary by contribution assumption: employee only about $632,868 at 4% or $421,912 at 6%; with 50% employer match about $421,912 at 4% or $281,275 at 6%; with 100% employer match about $316,434 at 4% or $210,956 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-11$11,315,762$278,462$25,315iApproximate average salary by contribution assumption: employee only about $632,868 at 4% or $421,912 at 6%; with 50% employer match about $421,912 at 4% or $281,275 at 6%; with 100% employer match about $316,434 at 4% or $210,956 at 6%.
2022110$10,182,179$255,268$25,527iApproximate average salary by contribution assumption: employee only about $638,170 at 4% or $425,447 at 6%; with 50% employer match about $425,447 at 4% or $283,631 at 6%; with 100% employer match about $319,085 at 4% or $212,723 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-10$10,182,179$255,268$25,527iApproximate average salary by contribution assumption: employee only about $638,170 at 4% or $425,447 at 6%; with 50% employer match about $425,447 at 4% or $283,631 at 6%; with 100% employer match about $319,085 at 4% or $212,723 at 6%.
2021110$11,169,402$259,773$25,977iApproximate average salary by contribution assumption: employee only about $649,433 at 4% or $432,955 at 6%; with 50% employer match about $432,955 at 4% or $288,637 at 6%; with 100% employer match about $324,716 at 4% or $216,478 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-10$11,169,402$259,773$25,977iApproximate average salary by contribution assumption: employee only about $649,433 at 4% or $432,955 at 6%; with 50% employer match about $432,955 at 4% or $288,637 at 6%; with 100% employer match about $324,716 at 4% or $216,478 at 6%.
2020110$9,816,075$282,343$28,234iApproximate average salary by contribution assumption: employee only about $705,858 at 4% or $470,572 at 6%; with 50% employer match about $470,572 at 4% or $313,714 at 6%; with 100% employer match about $352,929 at 4% or $235,286 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-10$9,816,075$282,343$28,234iApproximate average salary by contribution assumption: employee only about $705,858 at 4% or $470,572 at 6%; with 50% employer match about $470,572 at 4% or $313,714 at 6%; with 100% employer match about $352,929 at 4% or $235,286 at 6%.
2019111$9,282,971$277,858$25,260iApproximate average salary by contribution assumption: employee only about $631,495 at 4% or $420,997 at 6%; with 50% employer match about $420,997 at 4% or $280,665 at 6%; with 100% employer match about $315,748 at 4% or $210,498 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-11$9,282,971$277,858$25,260iApproximate average salary by contribution assumption: employee only about $631,495 at 4% or $420,997 at 6%; with 50% employer match about $420,997 at 4% or $280,665 at 6%; with 100% employer match about $315,748 at 4% or $210,498 at 6%.
2018112$7,719,848$279,712$23,309iApproximate average salary by contribution assumption: employee only about $582,733 at 4% or $388,489 at 6%; with 50% employer match about $388,489 at 4% or $258,993 at 6%; with 100% employer match about $291,367 at 4% or $194,244 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-12$7,719,848$279,712$23,309iApproximate average salary by contribution assumption: employee only about $582,733 at 4% or $388,489 at 6%; with 50% employer match about $388,489 at 4% or $258,993 at 6%; with 100% employer match about $291,367 at 4% or $194,244 at 6%.
2017112$7,833,082$262,379$21,865iApproximate average salary by contribution assumption: employee only about $546,623 at 4% or $364,415 at 6%; with 50% employer match about $364,415 at 4% or $242,944 at 6%; with 100% employer match about $273,311 at 4% or $182,208 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-12$7,833,082$262,379$21,865iApproximate average salary by contribution assumption: employee only about $546,623 at 4% or $364,415 at 6%; with 50% employer match about $364,415 at 4% or $242,944 at 6%; with 100% employer match about $273,311 at 4% or $182,208 at 6%.
2016115$6,966,605$274,705$18,314iApproximate average salary by contribution assumption: employee only about $457,842 at 4% or $305,228 at 6%; with 50% employer match about $305,228 at 4% or $203,485 at 6%; with 100% employer match about $228,921 at 4% or $152,614 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-15$6,966,605$274,705$18,314iApproximate average salary by contribution assumption: employee only about $457,842 at 4% or $305,228 at 6%; with 50% employer match about $305,228 at 4% or $203,485 at 6%; with 100% employer match about $228,921 at 4% or $152,614 at 6%.
2015116$7,091,567$280,093$17,506iApproximate average salary by contribution assumption: employee only about $437,645 at 4% or $291,764 at 6%; with 50% employer match about $291,764 at 4% or $194,509 at 6%; with 100% employer match about $218,823 at 4% or $145,882 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-16$7,091,567$280,093$17,506iApproximate average salary by contribution assumption: employee only about $437,645 at 4% or $291,764 at 6%; with 50% employer match about $291,764 at 4% or $194,509 at 6%; with 100% employer match about $218,823 at 4% or $145,882 at 6%.
2014116$7,574,714$289,638$18,102iApproximate average salary by contribution assumption: employee only about $452,559 at 4% or $301,706 at 6%; with 50% employer match about $301,706 at 4% or $201,138 at 6%; with 100% employer match about $226,280 at 4% or $150,853 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-16$7,574,714$289,638$18,102iApproximate average salary by contribution assumption: employee only about $452,559 at 4% or $301,706 at 6%; with 50% employer match about $301,706 at 4% or $201,138 at 6%; with 100% employer match about $226,280 at 4% or $150,853 at 6%.
2013117$7,577,424$275,827$16,225iApproximate average salary by contribution assumption: employee only about $405,628 at 4% or $270,419 at 6%; with 50% employer match about $270,419 at 4% or $180,279 at 6%; with 100% employer match about $202,814 at 4% or $135,209 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-17$7,577,424$275,827$16,225iApproximate average salary by contribution assumption: employee only about $405,628 at 4% or $270,419 at 6%; with 50% employer match about $270,419 at 4% or $180,279 at 6%; with 100% employer match about $202,814 at 4% or $135,209 at 6%.
2012119$6,611,656$262,742$13,829iApproximate average salary by contribution assumption: employee only about $345,713 at 4% or $230,475 at 6%; with 50% employer match about $230,475 at 4% or $153,650 at 6%; with 100% employer match about $172,857 at 4% or $115,238 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-19$6,611,656$262,742$13,829iApproximate average salary by contribution assumption: employee only about $345,713 at 4% or $230,475 at 6%; with 50% employer match about $230,475 at 4% or $153,650 at 6%; with 100% employer match about $172,857 at 4% or $115,238 at 6%.
2011120$7,193,886$329,061$16,453iApproximate average salary by contribution assumption: employee only about $411,326 at 4% or $274,218 at 6%; with 50% employer match about $274,218 at 4% or $182,812 at 6%; with 100% employer match about $205,663 at 4% or $137,109 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-20$7,193,886$329,061$16,453iApproximate average salary by contribution assumption: employee only about $411,326 at 4% or $274,218 at 6%; with 50% employer match about $274,218 at 4% or $182,812 at 6%; with 100% employer match about $205,663 at 4% or $137,109 at 6%.
2010118$6,923,163$298,908$16,606iApproximate average salary by contribution assumption: employee only about $415,150 at 4% or $276,767 at 6%; with 50% employer match about $276,767 at 4% or $184,511 at 6%; with 100% employer match about $207,575 at 4% or $138,383 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-18$6,923,163$298,908$16,606iApproximate average salary by contribution assumption: employee only about $415,150 at 4% or $276,767 at 6%; with 50% employer match about $276,767 at 4% or $184,511 at 6%; with 100% employer match about $207,575 at 4% or $138,383 at 6%.
2009120$6,383,634$304,718$15,236iApproximate average salary by contribution assumption: employee only about $380,898 at 4% or $253,932 at 6%; with 50% employer match about $253,932 at 4% or $169,288 at 6%; with 100% employer match about $190,449 at 4% or $126,966 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-20$6,383,634$304,718$15,236iApproximate average salary by contribution assumption: employee only about $380,898 at 4% or $253,932 at 6%; with 50% employer match about $253,932 at 4% or $169,288 at 6%; with 100% employer match about $190,449 at 4% or $126,966 at 6%.
2008118$0$0-
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-18---
2007116$0$0-
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-16---
2006115$5,057,408$292,386$19,492iApproximate average salary by contribution assumption: employee only about $487,310 at 4% or $324,873 at 6%; with 50% employer match about $324,873 at 4% or $216,582 at 6%; with 100% employer match about $243,655 at 4% or $162,437 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-15$5,057,408$292,386$19,492iApproximate average salary by contribution assumption: employee only about $487,310 at 4% or $324,873 at 6%; with 50% employer match about $324,873 at 4% or $216,582 at 6%; with 100% employer match about $243,655 at 4% or $162,437 at 6%.
2005116$4,677,690$271,857$16,991iApproximate average salary by contribution assumption: employee only about $424,777 at 4% or $283,184 at 6%; with 50% employer match about $283,184 at 4% or $188,790 at 6%; with 100% employer match about $212,388 at 4% or $141,592 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-16$4,677,690$271,857$16,991iApproximate average salary by contribution assumption: employee only about $424,777 at 4% or $283,184 at 6%; with 50% employer match about $283,184 at 4% or $188,790 at 6%; with 100% employer match about $212,388 at 4% or $141,592 at 6%.
2004113$4,428,572$256,845$19,757iApproximate average salary by contribution assumption: employee only about $493,933 at 4% or $329,288 at 6%; with 50% employer match about $329,288 at 4% or $219,526 at 6%; with 100% employer match about $246,966 at 4% or $164,644 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-13$4,428,572$256,845$19,757iApproximate average salary by contribution assumption: employee only about $493,933 at 4% or $329,288 at 6%; with 50% employer match about $329,288 at 4% or $219,526 at 6%; with 100% employer match about $246,966 at 4% or $164,644 at 6%.
2003116$4,076,332$245,911$15,369iApproximate average salary by contribution assumption: employee only about $384,236 at 4% or $256,157 at 6%; with 50% employer match about $256,157 at 4% or $170,772 at 6%; with 100% employer match about $192,118 at 4% or $128,079 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-16$4,076,332$245,911$15,369iApproximate average salary by contribution assumption: employee only about $384,236 at 4% or $256,157 at 6%; with 50% employer match about $256,157 at 4% or $170,772 at 6%; with 100% employer match about $192,118 at 4% or $128,079 at 6%.
2002115$0$0-
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-15---
2001118$0$0-
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-18---
2000114$0$0-
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-14---
1999115$3,452,469$183,721$12,248iApproximate average salary by contribution assumption: employee only about $306,202 at 4% or $204,134 at 6%; with 50% employer match about $204,134 at 4% or $136,090 at 6%; with 100% employer match about $153,101 at 4% or $102,067 at 6%.
Oertel, Hoffman, Fernandez & Cole, P.A. 401K Psp & Trust-15$3,452,469$183,721$12,248iApproximate average salary by contribution assumption: employee only about $306,202 at 4% or $204,134 at 6%; with 50% employer match about $204,134 at 4% or $136,090 at 6%; with 100% employer match about $153,101 at 4% or $102,067 at 6%.