Okoon and Hamburg
Plan context: Okoon and Hamburg Self-Employed Retirement Plan
EIN 61-0667755 • Louisville, KY • 14 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
4
2013 Assets
$3,814,897
2013 Contributions
$11,884
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $11,884 | - |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 0 | $0 | $11,884 | - |
| 2012 | 1 | 4 | $3,814,897 | $41,311 | $10,328iApproximate average salary by contribution assumption: employee only about $258,194 at 4% or $172,129 at 6%; with 50% employer match about $172,129 at 4% or $114,753 at 6%; with 100% employer match about $129,097 at 4% or $86,065 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 4 | $3,814,897 | $41,311 | $10,328iApproximate average salary by contribution assumption: employee only about $258,194 at 4% or $172,129 at 6%; with 50% employer match about $172,129 at 4% or $114,753 at 6%; with 100% employer match about $129,097 at 4% or $86,065 at 6%. |
| 2011 | 1 | 5 | $3,399,979 | $53,118 | $10,624iApproximate average salary by contribution assumption: employee only about $265,590 at 4% or $177,060 at 6%; with 50% employer match about $177,060 at 4% or $118,040 at 6%; with 100% employer match about $132,795 at 4% or $88,530 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 5 | $3,399,979 | $53,118 | $10,624iApproximate average salary by contribution assumption: employee only about $265,590 at 4% or $177,060 at 6%; with 50% employer match about $177,060 at 4% or $118,040 at 6%; with 100% employer match about $132,795 at 4% or $88,530 at 6%. |
| 2010 | 1 | 6 | $3,579,436 | $55,344 | $9,224iApproximate average salary by contribution assumption: employee only about $230,600 at 4% or $153,733 at 6%; with 50% employer match about $153,733 at 4% or $102,489 at 6%; with 100% employer match about $115,300 at 4% or $76,867 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $3,579,436 | $55,344 | $9,224iApproximate average salary by contribution assumption: employee only about $230,600 at 4% or $153,733 at 6%; with 50% employer match about $153,733 at 4% or $102,489 at 6%; with 100% employer match about $115,300 at 4% or $76,867 at 6%. |
| 2009 | 1 | 6 | $3,166,561 | $57,329 | $9,555iApproximate average salary by contribution assumption: employee only about $238,871 at 4% or $159,247 at 6%; with 50% employer match about $159,247 at 4% or $106,165 at 6%; with 100% employer match about $119,435 at 4% or $79,624 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $3,166,561 | $57,329 | $9,555iApproximate average salary by contribution assumption: employee only about $238,871 at 4% or $159,247 at 6%; with 50% employer match about $159,247 at 4% or $106,165 at 6%; with 100% employer match about $119,435 at 4% or $79,624 at 6%. |
| 2008 | 1 | 7 | $2,351,689 | $74,080 | $10,583iApproximate average salary by contribution assumption: employee only about $264,571 at 4% or $176,381 at 6%; with 50% employer match about $176,381 at 4% or $117,587 at 6%; with 100% employer match about $132,286 at 4% or $88,190 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 7 | $2,351,689 | $74,080 | $10,583iApproximate average salary by contribution assumption: employee only about $264,571 at 4% or $176,381 at 6%; with 50% employer match about $176,381 at 4% or $117,587 at 6%; with 100% employer match about $132,286 at 4% or $88,190 at 6%. |
| 2007 | 1 | 6 | $3,870,065 | $60,443 | $10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $3,870,065 | $60,443 | $10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%. |
| 2006 | 1 | 7 | $3,468,352 | $61,257 | $8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 7 | $3,468,352 | $61,257 | $8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%. |
| 2005 | 1 | 5 | $3,143,561 | $61,125 | $12,225iApproximate average salary by contribution assumption: employee only about $305,625 at 4% or $203,750 at 6%; with 50% employer match about $203,750 at 4% or $135,833 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 5 | $3,143,561 | $61,125 | $12,225iApproximate average salary by contribution assumption: employee only about $305,625 at 4% or $203,750 at 6%; with 50% employer match about $203,750 at 4% or $135,833 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%. |
| 2004 | 1 | 6 | $2,956,713 | $62,255 | $10,376iApproximate average salary by contribution assumption: employee only about $259,396 at 4% or $172,931 at 6%; with 50% employer match about $172,931 at 4% or $115,287 at 6%; with 100% employer match about $129,698 at 4% or $86,465 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $2,956,713 | $62,255 | $10,376iApproximate average salary by contribution assumption: employee only about $259,396 at 4% or $172,931 at 6%; with 50% employer match about $172,931 at 4% or $115,287 at 6%; with 100% employer match about $129,698 at 4% or $86,465 at 6%. |
| 2003 | 1 | 6 | $2,720,000 | $93,715 | $15,619iApproximate average salary by contribution assumption: employee only about $390,479 at 4% or $260,319 at 6%; with 50% employer match about $260,319 at 4% or $173,546 at 6%; with 100% employer match about $195,240 at 4% or $130,160 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $2,720,000 | $93,715 | $15,619iApproximate average salary by contribution assumption: employee only about $390,479 at 4% or $260,319 at 6%; with 50% employer match about $260,319 at 4% or $173,546 at 6%; with 100% employer match about $195,240 at 4% or $130,160 at 6%. |
| 2002 | 1 | 7 | $2,186,119 | $50,094 | $7,156iApproximate average salary by contribution assumption: employee only about $178,907 at 4% or $119,271 at 6%; with 50% employer match about $119,271 at 4% or $79,514 at 6%; with 100% employer match about $89,454 at 4% or $59,636 at 6%. |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 7 | $2,186,119 | $50,094 | $7,156iApproximate average salary by contribution assumption: employee only about $178,907 at 4% or $119,271 at 6%; with 50% employer match about $119,271 at 4% or $79,514 at 6%; with 100% employer match about $89,454 at 4% or $59,636 at 6%. |
| 2001 | 1 | 6 | $2,468,002 | $0 | - |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $2,468,002 | - | - |
| 1999 | 1 | 6 | $3,054,783 | $0 | - |
| Okoon and Hamburg Self-Employed Retirement Plan | - | 6 | $3,054,783 | - | - |