Civic Intelligence

Ortale, Kelley, Herbert & Crawford

Plan context: Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust

EIN 62-0815814 • Nashville, TN • 26 filings • 5 plans

330 Commerce StreetSuite 110Nashville, TN 37201
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$12,816,622

2024 Contributions

$341,559

Historical Graphs

Total Assets Over Time

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

$13,780,445$6,890,223$0199920132024YearValue
$12,816,622Latest year 2024

Participants Over Time

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

57290199920122024YearValue
39Latest 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
2024139$12,816,622$341,559$8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-39$12,816,622$341,559$8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%.
2023144$10,711,023$380,084$8,638iApproximate average salary by contribution assumption: employee only about $215,957 at 4% or $143,971 at 6%; with 50% employer match about $143,971 at 4% or $95,981 at 6%; with 100% employer match about $107,978 at 4% or $71,986 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-44$10,711,023$380,084$8,638iApproximate average salary by contribution assumption: employee only about $215,957 at 4% or $143,971 at 6%; with 50% employer match about $143,971 at 4% or $95,981 at 6%; with 100% employer match about $107,978 at 4% or $71,986 at 6%.
2022157$8,743,187$430,816$7,558iApproximate average salary by contribution assumption: employee only about $188,954 at 4% or $125,970 at 6%; with 50% employer match about $125,970 at 4% or $83,980 at 6%; with 100% employer match about $94,477 at 4% or $62,985 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-57$8,743,187$430,816$7,558iApproximate average salary by contribution assumption: employee only about $188,954 at 4% or $125,970 at 6%; with 50% employer match about $125,970 at 4% or $83,980 at 6%; with 100% employer match about $94,477 at 4% or $62,985 at 6%.
2021157$13,780,445$376,872$6,612iApproximate average salary by contribution assumption: employee only about $165,295 at 4% or $110,196 at 6%; with 50% employer match about $110,196 at 4% or $73,464 at 6%; with 100% employer match about $82,647 at 4% or $55,098 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-57$13,780,445$376,872$6,612iApproximate average salary by contribution assumption: employee only about $165,295 at 4% or $110,196 at 6%; with 50% employer match about $110,196 at 4% or $73,464 at 6%; with 100% employer match about $82,647 at 4% or $55,098 at 6%.
2020141$12,114,426$369,942$9,023iApproximate average salary by contribution assumption: employee only about $225,574 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,255 at 6%; with 100% employer match about $112,787 at 4% or $75,191 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-41$12,114,426$369,942$9,023iApproximate average salary by contribution assumption: employee only about $225,574 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,255 at 6%; with 100% employer match about $112,787 at 4% or $75,191 at 6%.
2019143$11,901,422$400,910$9,323iApproximate average salary by contribution assumption: employee only about $233,087 at 4% or $155,391 at 6%; with 50% employer match about $155,391 at 4% or $103,594 at 6%; with 100% employer match about $116,544 at 4% or $77,696 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-43$11,901,422$400,910$9,323iApproximate average salary by contribution assumption: employee only about $233,087 at 4% or $155,391 at 6%; with 50% employer match about $155,391 at 4% or $103,594 at 6%; with 100% employer match about $116,544 at 4% or $77,696 at 6%.
2018143$9,651,640$386,299$8,984iApproximate average salary by contribution assumption: employee only about $224,592 at 4% or $149,728 at 6%; with 50% employer match about $149,728 at 4% or $99,819 at 6%; with 100% employer match about $112,296 at 4% or $74,864 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-43$9,651,640$386,299$8,984iApproximate average salary by contribution assumption: employee only about $224,592 at 4% or $149,728 at 6%; with 50% employer match about $149,728 at 4% or $99,819 at 6%; with 100% employer match about $112,296 at 4% or $74,864 at 6%.
2017147$9,700,462$332,040$7,065iApproximate average salary by contribution assumption: employee only about $176,617 at 4% or $117,745 at 6%; with 50% employer match about $117,745 at 4% or $78,496 at 6%; with 100% employer match about $88,309 at 4% or $58,872 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-47$9,700,462$332,040$7,065iApproximate average salary by contribution assumption: employee only about $176,617 at 4% or $117,745 at 6%; with 50% employer match about $117,745 at 4% or $78,496 at 6%; with 100% employer match about $88,309 at 4% or $58,872 at 6%.
2016148$8,194,006$398,402$8,300iApproximate average salary by contribution assumption: employee only about $207,501 at 4% or $138,334 at 6%; with 50% employer match about $138,334 at 4% or $92,223 at 6%; with 100% employer match about $103,751 at 4% or $69,167 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-48$8,194,006$398,402$8,300iApproximate average salary by contribution assumption: employee only about $207,501 at 4% or $138,334 at 6%; with 50% employer match about $138,334 at 4% or $92,223 at 6%; with 100% employer match about $103,751 at 4% or $69,167 at 6%.
2015144$7,599,096$315,360$7,167iApproximate average salary by contribution assumption: employee only about $179,182 at 4% or $119,455 at 6%; with 50% employer match about $119,455 at 4% or $79,636 at 6%; with 100% employer match about $89,591 at 4% or $59,727 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-44$7,599,096$315,360$7,167iApproximate average salary by contribution assumption: employee only about $179,182 at 4% or $119,455 at 6%; with 50% employer match about $119,455 at 4% or $79,636 at 6%; with 100% employer match about $89,591 at 4% or $59,727 at 6%.
2014144$7,467,256$323,010$7,341iApproximate average salary by contribution assumption: employee only about $183,528 at 4% or $122,352 at 6%; with 50% employer match about $122,352 at 4% or $81,568 at 6%; with 100% employer match about $91,764 at 4% or $61,176 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-44$7,467,256$323,010$7,341iApproximate average salary by contribution assumption: employee only about $183,528 at 4% or $122,352 at 6%; with 50% employer match about $122,352 at 4% or $81,568 at 6%; with 100% employer match about $91,764 at 4% or $61,176 at 6%.
2013141$6,723,165$356,776$8,702iApproximate average salary by contribution assumption: employee only about $217,546 at 4% or $145,031 at 6%; with 50% employer match about $145,031 at 4% or $96,687 at 6%; with 100% employer match about $108,773 at 4% or $72,515 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-41$6,723,165$356,776$8,702iApproximate average salary by contribution assumption: employee only about $217,546 at 4% or $145,031 at 6%; with 50% employer match about $145,031 at 4% or $96,687 at 6%; with 100% employer match about $108,773 at 4% or $72,515 at 6%.
2012145$5,564,439$277,797$6,173iApproximate average salary by contribution assumption: employee only about $154,332 at 4% or $102,888 at 6%; with 50% employer match about $102,888 at 4% or $68,592 at 6%; with 100% employer match about $77,166 at 4% or $51,444 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-45$5,564,439$277,797$6,173iApproximate average salary by contribution assumption: employee only about $154,332 at 4% or $102,888 at 6%; with 50% employer match about $102,888 at 4% or $68,592 at 6%; with 100% employer match about $77,166 at 4% or $51,444 at 6%.
2011147$4,835,650$217,738$4,633iApproximate average salary by contribution assumption: employee only about $115,818 at 4% or $77,212 at 6%; with 50% employer match about $77,212 at 4% or $51,475 at 6%; with 100% employer match about $57,909 at 4% or $38,606 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-47$4,835,650$217,738$4,633iApproximate average salary by contribution assumption: employee only about $115,818 at 4% or $77,212 at 6%; with 50% employer match about $77,212 at 4% or $51,475 at 6%; with 100% employer match about $57,909 at 4% or $38,606 at 6%.
2010149$5,039,023$241,515$4,929iApproximate average salary by contribution assumption: employee only about $123,222 at 4% or $82,148 at 6%; with 50% employer match about $82,148 at 4% or $54,765 at 6%; with 100% employer match about $61,611 at 4% or $41,074 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-49$5,039,023$241,515$4,929iApproximate average salary by contribution assumption: employee only about $123,222 at 4% or $82,148 at 6%; with 50% employer match about $82,148 at 4% or $54,765 at 6%; with 100% employer match about $61,611 at 4% or $41,074 at 6%.
2009149$4,573,015$261,550$5,338iApproximate average salary by contribution assumption: employee only about $133,444 at 4% or $88,963 at 6%; with 50% employer match about $88,963 at 4% or $59,308 at 6%; with 100% employer match about $66,722 at 4% or $44,481 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-49$4,573,015$261,550$5,338iApproximate average salary by contribution assumption: employee only about $133,444 at 4% or $88,963 at 6%; with 50% employer match about $88,963 at 4% or $59,308 at 6%; with 100% employer match about $66,722 at 4% or $44,481 at 6%.
2008143$3,723,666$353,352$8,217iApproximate average salary by contribution assumption: employee only about $205,437 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,719 at 4% or $68,479 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-43$3,723,666$353,352$8,217iApproximate average salary by contribution assumption: employee only about $205,437 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,719 at 4% or $68,479 at 6%.
2007141$0$0-
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-41---
2006140$4,110,560$365,712$9,143iApproximate average salary by contribution assumption: employee only about $228,570 at 4% or $152,380 at 6%; with 50% employer match about $152,380 at 4% or $101,587 at 6%; with 100% employer match about $114,285 at 4% or $76,190 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-40$4,110,560$365,712$9,143iApproximate average salary by contribution assumption: employee only about $228,570 at 4% or $152,380 at 6%; with 50% employer match about $152,380 at 4% or $101,587 at 6%; with 100% employer match about $114,285 at 4% or $76,190 at 6%.
2005144$4,525,938$346,017$7,864iApproximate average salary by contribution assumption: employee only about $196,601 at 4% or $131,067 at 6%; with 50% employer match about $131,067 at 4% or $87,378 at 6%; with 100% employer match about $98,300 at 4% or $65,534 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-44$4,525,938$346,017$7,864iApproximate average salary by contribution assumption: employee only about $196,601 at 4% or $131,067 at 6%; with 50% employer match about $131,067 at 4% or $87,378 at 6%; with 100% employer match about $98,300 at 4% or $65,534 at 6%.
2004146$4,143,692$260,289$5,658iApproximate average salary by contribution assumption: employee only about $141,461 at 4% or $94,308 at 6%; with 50% employer match about $94,308 at 4% or $62,872 at 6%; with 100% employer match about $70,731 at 4% or $47,154 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-46$4,143,692$260,289$5,658iApproximate average salary by contribution assumption: employee only about $141,461 at 4% or $94,308 at 6%; with 50% employer match about $94,308 at 4% or $62,872 at 6%; with 100% employer match about $70,731 at 4% or $47,154 at 6%.
2003143$3,806,586$239,343$5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,769 at 6%; with 50% employer match about $92,769 at 4% or $61,846 at 6%; with 100% employer match about $69,576 at 4% or $46,384 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-43$3,806,586$239,343$5,566iApproximate average salary by contribution assumption: employee only about $139,153 at 4% or $92,769 at 6%; with 50% employer match about $92,769 at 4% or $61,846 at 6%; with 100% employer match about $69,576 at 4% or $46,384 at 6%.
2002138$2,949,758$304,530$8,014iApproximate average salary by contribution assumption: employee only about $200,349 at 4% or $133,566 at 6%; with 50% employer match about $133,566 at 4% or $89,044 at 6%; with 100% employer match about $100,174 at 4% or $66,783 at 6%.
Ortale, Kelley, Herbert & Crawford 401(K) Profit Sharing Plan & Trust-38$2,949,758$304,530$8,014iApproximate average salary by contribution assumption: employee only about $200,349 at 4% or $133,566 at 6%; with 50% employer match about $133,566 at 4% or $89,044 at 6%; with 100% employer match about $100,174 at 4% or $66,783 at 6%.
2001137$0$0-
Ortale, Kelley, Herbert & Crawford Profit Sharing Plan-37---
2000137$3,213,194$264,721$7,155iApproximate average salary by contribution assumption: employee only about $178,866 at 4% or $119,244 at 6%; with 50% employer match about $119,244 at 4% or $79,496 at 6%; with 100% employer match about $89,433 at 4% or $59,622 at 6%.
Ortale, Kelley, Herbert & Crawford Profit Sharing Plan-37$3,213,194$264,721$7,155iApproximate average salary by contribution assumption: employee only about $178,866 at 4% or $119,244 at 6%; with 50% employer match about $119,244 at 4% or $79,496 at 6%; with 100% employer match about $89,433 at 4% or $59,622 at 6%.
1999133$3,515,882$230,110$6,973iApproximate average salary by contribution assumption: employee only about $174,326 at 4% or $116,217 at 6%; with 50% employer match about $116,217 at 4% or $77,478 at 6%; with 100% employer match about $87,163 at 4% or $58,109 at 6%.
Ortale, Kelley, Herbert & Crawford Profit Sharing Plan-33$3,515,882$230,110$6,973iApproximate average salary by contribution assumption: employee only about $174,326 at 4% or $116,217 at 6%; with 50% employer match about $116,217 at 4% or $77,478 at 6%; with 100% employer match about $87,163 at 4% or $58,109 at 6%.