C.A. Owens & Associates Inc.
Plan context: C.A. Owens & Associates Inc. 401K Plan
EIN 59-3677369 • Freeport, FL • 12 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$871,806
2015 Contributions
$4,800
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| C.A. Owens & Associates Inc. 401K Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 2 | $871,806 | $0 | - |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $871,806 | - | - |
| 2013 | 1 | 2 | $871,439 | $0 | - |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $871,439 | - | - |
| 2012 | 1 | 2 | $798,258 | $4,800 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $798,258 | $4,800 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| 2011 | 1 | 2 | $717,368 | $4,600 | $2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $717,368 | $4,600 | $2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%. |
| 2010 | 1 | 2 | $765,802 | $63,615 | $31,808iApproximate average salary by contribution assumption: employee only about $795,188 at 4% or $530,125 at 6%; with 50% employer match about $530,125 at 4% or $353,417 at 6%; with 100% employer match about $397,594 at 4% or $265,063 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $765,802 | $63,615 | $31,808iApproximate average salary by contribution assumption: employee only about $795,188 at 4% or $530,125 at 6%; with 50% employer match about $530,125 at 4% or $353,417 at 6%; with 100% employer match about $397,594 at 4% or $265,063 at 6%. |
| 2009 | 2 | 2 | $1,028,035 | $107,021 | $53,511iApproximate average salary by contribution assumption: employee only about $1,337,763 at 4% or $891,842 at 6%; with 50% employer match about $891,842 at 4% or $594,561 at 6%; with 100% employer match about $668,881 at 4% or $445,921 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $601,720 | $57,063 | $28,532iApproximate average salary by contribution assumption: employee only about $713,288 at 4% or $475,525 at 6%; with 50% employer match about $475,525 at 4% or $317,017 at 6%; with 100% employer match about $356,644 at 4% or $237,763 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | $426,315 | $49,958 | $24,979iApproximate average salary by contribution assumption: employee only about $624,475 at 4% or $416,317 at 6%; with 50% employer match about $416,317 at 4% or $277,544 at 6%; with 100% employer match about $312,238 at 4% or $208,158 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| C.A. Owens & Associates Inc. 401K Plan | - | 2 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| C.A. Owens & Associates Inc. 401K Plan | - | 1 | - | - | - |
| 2005 | 1 | 1 | $442,319 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 1 | $442,319 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2004 | 1 | 1 | $362,683 | $317,029 | $317,029iApproximate average salary by contribution assumption: employee only about $7,925,725 at 4% or $5,283,817 at 6%; with 50% employer match about $5,283,817 at 4% or $3,522,544 at 6%; with 100% employer match about $3,962,863 at 4% or $2,641,908 at 6%. |
| C.A. Owens & Associates Inc. 401K Plan | - | 1 | $362,683 | $317,029 | $317,029iApproximate average salary by contribution assumption: employee only about $7,925,725 at 4% or $5,283,817 at 6%; with 50% employer match about $5,283,817 at 4% or $3,522,544 at 6%; with 100% employer match about $3,962,863 at 4% or $2,641,908 at 6%. |