Civic Intelligence

Oglethorpe Inc.

Plan context: Oglethorpe Inc. 401(K) Plan

EIN 59-3586063 • Brooksville, FL • 33 filings • 6 plans

13406 Cortez Blvd.Brooksville, FL 34613
Current Snapshot

Latest Year

2024

2024 Participants

455

2024 Assets

$5,577,882

2024 Contributions

$513,098

Historical Graphs

Total Assets Over Time

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

$5,744,019$2,872,010$0200820162024YearValue
$5,577,882Latest year 2024

Participants Over Time

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

9644820200020152024YearValue
455Latest 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
20242455$5,577,882$513,098$1,128iApproximate average salary by contribution assumption: employee only about $28,192 at 4% or $18,795 at 6%; with 50% employer match about $18,795 at 4% or $12,530 at 6%; with 100% employer match about $14,096 at 4% or $9,397 at 6%.
Oglethorpe Inc. 401(K) Plan-433$5,577,882$513,098$1,185iApproximate average salary by contribution assumption: employee only about $29,625 at 4% or $19,750 at 6%; with 50% employer match about $19,750 at 4% or $13,166 at 6%; with 100% employer match about $14,812 at 4% or $9,875 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-455---
20232502$5,146,851$576,604$1,149iApproximate average salary by contribution assumption: employee only about $28,715 at 4% or $19,144 at 6%; with 50% employer match about $19,144 at 4% or $12,762 at 6%; with 100% employer match about $14,358 at 4% or $9,572 at 6%.
Oglethorpe Inc. 401(K) Plan-467$5,146,851$576,604$1,235iApproximate average salary by contribution assumption: employee only about $30,867 at 4% or $20,578 at 6%; with 50% employer match about $20,578 at 4% or $13,719 at 6%; with 100% employer match about $15,434 at 4% or $10,289 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-502---
20222602$4,658,168$626,101$1,040iApproximate average salary by contribution assumption: employee only about $26,001 at 4% or $17,334 at 6%; with 50% employer match about $17,334 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%.
Oglethorpe Inc. 401(K) Plan-506$4,658,168$626,101$1,237iApproximate average salary by contribution assumption: employee only about $30,934 at 4% or $20,623 at 6%; with 50% employer match about $20,623 at 4% or $13,748 at 6%; with 100% employer match about $15,467 at 4% or $10,311 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-602---
20212622$5,744,019$659,599$1,060iApproximate average salary by contribution assumption: employee only about $26,511 at 4% or $17,674 at 6%; with 50% employer match about $17,674 at 4% or $11,783 at 6%; with 100% employer match about $13,256 at 4% or $8,837 at 6%.
Oglethorpe Inc. 401(K) Plan-622$5,744,019$659,599$1,060iApproximate average salary by contribution assumption: employee only about $26,511 at 4% or $17,674 at 6%; with 50% employer match about $17,674 at 4% or $11,783 at 6%; with 100% employer match about $13,256 at 4% or $8,837 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-613---
20202741$5,127,894$725,637$979iApproximate average salary by contribution assumption: employee only about $24,482 at 4% or $16,321 at 6%; with 50% employer match about $16,321 at 4% or $10,881 at 6%; with 100% employer match about $12,241 at 4% or $8,161 at 6%.
Oglethorpe Inc. 401(K) Plan-741$5,127,894$725,637$979iApproximate average salary by contribution assumption: employee only about $24,482 at 4% or $16,321 at 6%; with 50% employer match about $16,321 at 4% or $10,881 at 6%; with 100% employer match about $12,241 at 4% or $8,161 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-739---
20192964$4,223,828$574,690$596iApproximate average salary by contribution assumption: employee only about $14,904 at 4% or $9,936 at 6%; with 50% employer match about $9,936 at 4% or $6,624 at 6%; with 100% employer match about $7,452 at 4% or $4,968 at 6%.
Oglethorpe Inc. 401(K) Plan-720$4,223,828$574,690$798iApproximate average salary by contribution assumption: employee only about $19,955 at 4% or $13,303 at 6%; with 50% employer match about $13,303 at 4% or $8,869 at 6%; with 100% employer match about $9,977 at 4% or $6,652 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-964---
20182926$3,567,283$537,841$581iApproximate average salary by contribution assumption: employee only about $14,521 at 4% or $9,680 at 6%; with 50% employer match about $9,680 at 4% or $6,454 at 6%; with 100% employer match about $7,260 at 4% or $4,840 at 6%.
Oglethorpe Inc. 401(K) Plan-820$3,567,283$537,841$656iApproximate average salary by contribution assumption: employee only about $16,398 at 4% or $10,932 at 6%; with 50% employer match about $10,932 at 4% or $7,288 at 6%; with 100% employer match about $8,199 at 4% or $5,466 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-926---
20172952$4,116,324$551,355$579iApproximate average salary by contribution assumption: employee only about $14,479 at 4% or $9,653 at 6%; with 50% employer match about $9,653 at 4% or $6,435 at 6%; with 100% employer match about $7,239 at 4% or $4,826 at 6%.
Oglethorpe Inc. 401(K) Plan-810$4,116,324$551,355$681iApproximate average salary by contribution assumption: employee only about $17,017 at 4% or $11,345 at 6%; with 50% employer match about $11,345 at 4% or $7,563 at 6%; with 100% employer match about $8,509 at 4% or $5,672 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-952---
20162795$3,374,855$568,113$715iApproximate average salary by contribution assumption: employee only about $17,865 at 4% or $11,910 at 6%; with 50% employer match about $11,910 at 4% or $7,940 at 6%; with 100% employer match about $8,933 at 4% or $5,955 at 6%.
Oglethorpe Inc. 401(K) Plan-709$3,374,855$568,113$801iApproximate average salary by contribution assumption: employee only about $20,032 at 4% or $13,355 at 6%; with 50% employer match about $13,355 at 4% or $8,903 at 6%; with 100% employer match about $10,016 at 4% or $6,677 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-795---
20152776$3,334,728$714,019$920iApproximate average salary by contribution assumption: employee only about $23,003 at 4% or $15,335 at 6%; with 50% employer match about $15,335 at 4% or $10,224 at 6%; with 100% employer match about $11,502 at 4% or $7,668 at 6%.
Oglethorpe Inc. 401(K) Plan-770$3,334,728$714,019$927iApproximate average salary by contribution assumption: employee only about $23,182 at 4% or $15,455 at 6%; with 50% employer match about $15,455 at 4% or $10,303 at 6%; with 100% employer match about $11,591 at 4% or $7,727 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-776---
20142755$3,570,867$695,885$922iApproximate average salary by contribution assumption: employee only about $23,043 at 4% or $15,362 at 6%; with 50% employer match about $15,362 at 4% or $10,241 at 6%; with 100% employer match about $11,521 at 4% or $7,681 at 6%.
Oglethorpe Inc. 401(K) Plan-709$3,570,867$695,885$982iApproximate average salary by contribution assumption: employee only about $24,538 at 4% or $16,358 at 6%; with 50% employer match about $16,358 at 4% or $10,906 at 6%; with 100% employer match about $12,269 at 4% or $8,179 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-755---
20132647$3,168,928$639,078$988iApproximate average salary by contribution assumption: employee only about $24,694 at 4% or $16,463 at 6%; with 50% employer match about $16,463 at 4% or $10,975 at 6%; with 100% employer match about $12,347 at 4% or $8,231 at 6%.
Oglethorpe Inc. 401(K) Plan-647$3,168,928$639,078$988iApproximate average salary by contribution assumption: employee only about $24,694 at 4% or $16,463 at 6%; with 50% employer match about $16,463 at 4% or $10,975 at 6%; with 100% employer match about $12,347 at 4% or $8,231 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-319---
20122528$2,409,334$563,267$1,067iApproximate average salary by contribution assumption: employee only about $26,670 at 4% or $17,780 at 6%; with 50% employer match about $17,780 at 4% or $11,853 at 6%; with 100% employer match about $13,335 at 4% or $8,890 at 6%.
Oglethorpe Inc. 401(K) Plan-528$2,409,334$563,267$1,067iApproximate average salary by contribution assumption: employee only about $26,670 at 4% or $17,780 at 6%; with 50% employer match about $17,780 at 4% or $11,853 at 6%; with 100% employer match about $13,335 at 4% or $8,890 at 6%.
Oglethorpe Inc. Welfare Benefits Plan-259---
20112459$1,860,714$661,743$1,442iApproximate average salary by contribution assumption: employee only about $36,043 at 4% or $24,028 at 6%; with 50% employer match about $24,028 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%.
Oglethorpe Inc. 401(K) Plan-459$1,860,714$661,743$1,442iApproximate average salary by contribution assumption: employee only about $36,043 at 4% or $24,028 at 6%; with 50% employer match about $24,028 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%.
Oglethorpe Inc. 401(K) Plan-322---
20101513$1,401,499$513,905$1,002iApproximate average salary by contribution assumption: employee only about $25,044 at 4% or $16,696 at 6%; with 50% employer match about $16,696 at 4% or $11,131 at 6%; with 100% employer match about $12,522 at 4% or $8,348 at 6%.
Oglethorpe Inc. 401(K) Plan-513$1,401,499$513,905$1,002iApproximate average salary by contribution assumption: employee only about $25,044 at 4% or $16,696 at 6%; with 50% employer match about $16,696 at 4% or $11,131 at 6%; with 100% employer match about $12,522 at 4% or $8,348 at 6%.
20091442$840,603$546,919$1,237iApproximate average salary by contribution assumption: employee only about $30,934 at 4% or $20,623 at 6%; with 50% employer match about $20,623 at 4% or $13,749 at 6%; with 100% employer match about $15,467 at 4% or $10,311 at 6%.
Oglethorpe Inc. 401(K) Plan-442$840,603$546,919$1,237iApproximate average salary by contribution assumption: employee only about $30,934 at 4% or $20,623 at 6%; with 50% employer match about $20,623 at 4% or $13,749 at 6%; with 100% employer match about $15,467 at 4% or $10,311 at 6%.
20081554$164,118$180,162$325iApproximate average salary by contribution assumption: employee only about $8,130 at 4% or $5,420 at 6%; with 50% employer match about $5,420 at 4% or $3,613 at 6%; with 100% employer match about $4,065 at 4% or $2,710 at 6%.
Oglethorpe Inc. 401(K) Plan-554$164,118$180,162$325iApproximate average salary by contribution assumption: employee only about $8,130 at 4% or $5,420 at 6%; with 50% employer match about $5,420 at 4% or $3,613 at 6%; with 100% employer match about $4,065 at 4% or $2,710 at 6%.
200113$0$0-
Oglethorpe Inc. 401(K) Plan-3---
200014$0$0-
Oglethorpe Inc. 401(K) Plan-4---