Civic Intelligence

Ostrom Planning Group

Plan context: Ostrom Planning Group 401K Profit Sharing Plan

EIN 59-2586849 • Vero Beach, FL • 20 filings • 3 plans

80 Royal Palm Pointe, Suite 204Vero Beach, FL 32960
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$72,917

2018 Contributions

$13,181

Historical Graphs

Total Assets Over Time

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

$1,122,356$561,178$0199920112018YearValue
$72,917Latest year 2018

Participants Over Time

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

420199920082017YearValue
4Latest year 2017

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
201810$72,917$0-
Ostrom Planning Group 401K Profit Sharing Plan-0$72,917--
201714$1,064,200$13,181$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,921 at 6%; with 50% employer match about $54,921 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,460 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-4$1,064,200$13,181$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,921 at 6%; with 50% employer match about $54,921 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,460 at 6%.
201614$1,060,855$7,375$1,844iApproximate average salary by contribution assumption: employee only about $46,094 at 4% or $30,729 at 6%; with 50% employer match about $30,729 at 4% or $20,486 at 6%; with 100% employer match about $23,047 at 4% or $15,365 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-4$1,060,855$7,375$1,844iApproximate average salary by contribution assumption: employee only about $46,094 at 4% or $30,729 at 6%; with 50% employer match about $30,729 at 4% or $20,486 at 6%; with 100% employer match about $23,047 at 4% or $15,365 at 6%.
201512$1,116,623$0-
Ostrom Planning Group 401K Profit Sharing Plan-2$1,116,623--
201413$1,122,356$2,875$958iApproximate average salary by contribution assumption: employee only about $23,958 at 4% or $15,972 at 6%; with 50% employer match about $15,972 at 4% or $10,648 at 6%; with 100% employer match about $11,979 at 4% or $7,986 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$1,122,356$2,875$958iApproximate average salary by contribution assumption: employee only about $23,958 at 4% or $15,972 at 6%; with 50% employer match about $15,972 at 4% or $10,648 at 6%; with 100% employer match about $11,979 at 4% or $7,986 at 6%.
201313$1,096,558$8,400$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$1,096,558$8,400$2,800iApproximate average salary by contribution assumption: employee only about $70,000 at 4% or $46,667 at 6%; with 50% employer match about $46,667 at 4% or $31,111 at 6%; with 100% employer match about $35,000 at 4% or $23,333 at 6%.
201213$953,401$4,950$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$953,401$4,950$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
201113$858,629$23,410$7,803iApproximate average salary by contribution assumption: employee only about $195,083 at 4% or $130,056 at 6%; with 50% employer match about $130,056 at 4% or $86,704 at 6%; with 100% employer match about $97,542 at 4% or $65,028 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$858,629$23,410$7,803iApproximate average salary by contribution assumption: employee only about $195,083 at 4% or $130,056 at 6%; with 50% employer match about $130,056 at 4% or $86,704 at 6%; with 100% employer match about $97,542 at 4% or $65,028 at 6%.
201013$830,616$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$830,616$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
200913$831,783$33,825$11,275iApproximate average salary by contribution assumption: employee only about $281,875 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,958 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$831,783$33,825$11,275iApproximate average salary by contribution assumption: employee only about $281,875 at 4% or $187,917 at 6%; with 50% employer match about $187,917 at 4% or $125,278 at 6%; with 100% employer match about $140,938 at 4% or $93,958 at 6%.
200812$0$0-
Ostrom Planning Group 401K Profit Sharing Plan-2---
200713$0$0-
Ostrom Planning Group 401K Profit Sharing Plan-3---
200612$703,578$51,949$25,975iApproximate average salary by contribution assumption: employee only about $649,363 at 4% or $432,908 at 6%; with 50% employer match about $432,908 at 4% or $288,606 at 6%; with 100% employer match about $324,681 at 4% or $216,454 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-2$703,578$51,949$25,975iApproximate average salary by contribution assumption: employee only about $649,363 at 4% or $432,908 at 6%; with 50% employer match about $432,908 at 4% or $288,606 at 6%; with 100% employer match about $324,681 at 4% or $216,454 at 6%.
200512$633,072$52,041$26,021iApproximate average salary by contribution assumption: employee only about $650,513 at 4% or $433,675 at 6%; with 50% employer match about $433,675 at 4% or $289,117 at 6%; with 100% employer match about $325,256 at 4% or $216,838 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-2$633,072$52,041$26,021iApproximate average salary by contribution assumption: employee only about $650,513 at 4% or $433,675 at 6%; with 50% employer match about $433,675 at 4% or $289,117 at 6%; with 100% employer match about $325,256 at 4% or $216,838 at 6%.
200413$582,177$51,425$17,142iApproximate average salary by contribution assumption: employee only about $428,542 at 4% or $285,694 at 6%; with 50% employer match about $285,694 at 4% or $190,463 at 6%; with 100% employer match about $214,271 at 4% or $142,847 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-3$582,177$51,425$17,142iApproximate average salary by contribution assumption: employee only about $428,542 at 4% or $285,694 at 6%; with 50% employer match about $285,694 at 4% or $190,463 at 6%; with 100% employer match about $214,271 at 4% or $142,847 at 6%.
200312$500,726$44,622$22,311iApproximate average salary by contribution assumption: employee only about $557,775 at 4% or $371,850 at 6%; with 50% employer match about $371,850 at 4% or $247,900 at 6%; with 100% employer match about $278,888 at 4% or $185,925 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-2$500,726$44,622$22,311iApproximate average salary by contribution assumption: employee only about $557,775 at 4% or $371,850 at 6%; with 50% employer match about $371,850 at 4% or $247,900 at 6%; with 100% employer match about $278,888 at 4% or $185,925 at 6%.
200212$396,989$43,026$21,513iApproximate average salary by contribution assumption: employee only about $537,825 at 4% or $358,550 at 6%; with 50% employer match about $358,550 at 4% or $239,033 at 6%; with 100% employer match about $268,913 at 4% or $179,275 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-2$396,989$43,026$21,513iApproximate average salary by contribution assumption: employee only about $537,825 at 4% or $358,550 at 6%; with 50% employer match about $358,550 at 4% or $239,033 at 6%; with 100% employer match about $268,913 at 4% or $179,275 at 6%.
200113$0$0-
Ostrom Planning Group 401K Profit Sharing Plan-3---
200013$0$0-
Ostrom Planning Group 401K Profit Sharing Plan-3---
199912$456,228$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Ostrom Planning Group 401K Profit Sharing Plan-2$456,228$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.