The Academy at Ocean Reef Inc.
Plan context: Academy at Ocean Reef Defined Contribution Retirement Plan
EIN 65-0146241 • Key Largo, FL • 34 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,173,898
2024 Contributions
$70,313
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $1,173,898 | $70,313 | $14,063iApproximate average salary by contribution assumption: employee only about $351,565 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,251 at 6%; with 100% employer match about $175,783 at 4% or $117,188 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 5 | $642,090 | $44,688 | $8,938iApproximate average salary by contribution assumption: employee only about $223,440 at 4% or $148,960 at 6%; with 50% employer match about $148,960 at 4% or $99,307 at 6%; with 100% employer match about $111,720 at 4% or $74,480 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 4 | $531,808 | $25,625 | $6,406iApproximate average salary by contribution assumption: employee only about $160,156 at 4% or $106,771 at 6%; with 50% employer match about $106,771 at 4% or $71,181 at 6%; with 100% employer match about $80,078 at 4% or $53,385 at 6%. |
| 2023 | 2 | 7 | $1,176,889 | $68,636 | $9,805iApproximate average salary by contribution assumption: employee only about $245,129 at 4% or $163,419 at 6%; with 50% employer match about $163,419 at 4% or $108,946 at 6%; with 100% employer match about $122,564 at 4% or $81,710 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 7 | $668,407 | $44,036 | $6,291iApproximate average salary by contribution assumption: employee only about $157,271 at 4% or $104,848 at 6%; with 50% employer match about $104,848 at 4% or $69,898 at 6%; with 100% employer match about $78,636 at 4% or $52,424 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 6 | $508,482 | $24,600 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| 2022 | 2 | 9 | $1,142,728 | $168,722 | $18,747iApproximate average salary by contribution assumption: employee only about $468,672 at 4% or $312,448 at 6%; with 50% employer match about $312,448 at 4% or $208,299 at 6%; with 100% employer match about $234,336 at 4% or $156,224 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 9 | $584,205 | $38,094 | $4,233iApproximate average salary by contribution assumption: employee only about $105,817 at 4% or $70,544 at 6%; with 50% employer match about $70,544 at 4% or $47,030 at 6%; with 100% employer match about $52,908 at 4% or $35,272 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 8 | $558,523 | $130,628 | $16,329iApproximate average salary by contribution assumption: employee only about $408,213 at 4% or $272,142 at 6%; with 50% employer match about $272,142 at 4% or $181,428 at 6%; with 100% employer match about $204,106 at 4% or $136,071 at 6%. |
| 2021 | 2 | 9 | $1,153,312 | $69,195 | $7,688iApproximate average salary by contribution assumption: employee only about $192,208 at 4% or $128,139 at 6%; with 50% employer match about $128,139 at 4% or $85,426 at 6%; with 100% employer match about $96,104 at 4% or $64,069 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 9 | $674,018 | $43,570 | $4,841iApproximate average salary by contribution assumption: employee only about $121,028 at 4% or $80,685 at 6%; with 50% employer match about $80,685 at 4% or $53,790 at 6%; with 100% employer match about $60,514 at 4% or $40,343 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 9 | $479,294 | $25,625 | $2,847iApproximate average salary by contribution assumption: employee only about $71,181 at 4% or $47,454 at 6%; with 50% employer match about $47,454 at 4% or $31,636 at 6%; with 100% employer match about $35,590 at 4% or $23,727 at 6%. |
| 2020 | 2 | 10 | $984,064 | $61,661 | $6,166iApproximate average salary by contribution assumption: employee only about $154,153 at 4% or $102,768 at 6%; with 50% employer match about $102,768 at 4% or $68,512 at 6%; with 100% employer match about $77,076 at 4% or $51,384 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 10 | $572,797 | $39,836 | $3,984iApproximate average salary by contribution assumption: employee only about $99,590 at 4% or $66,393 at 6%; with 50% employer match about $66,393 at 4% or $44,262 at 6%; with 100% employer match about $49,795 at 4% or $33,197 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 10 | $411,267 | $21,825 | $2,183iApproximate average salary by contribution assumption: employee only about $54,563 at 4% or $36,375 at 6%; with 50% employer match about $36,375 at 4% or $24,250 at 6%; with 100% employer match about $27,281 at 4% or $18,188 at 6%. |
| 2019 | 2 | 8 | $1,148,667 | $49,958 | $6,245iApproximate average salary by contribution assumption: employee only about $156,119 at 4% or $104,079 at 6%; with 50% employer match about $104,079 at 4% or $69,386 at 6%; with 100% employer match about $78,059 at 4% or $52,040 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 8 | $609,050 | $30,158 | $3,770iApproximate average salary by contribution assumption: employee only about $94,244 at 4% or $62,829 at 6%; with 50% employer match about $62,829 at 4% or $41,886 at 6%; with 100% employer match about $47,122 at 4% or $31,415 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 8 | $539,617 | $19,800 | $2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,938 at 4% or $20,625 at 6%. |
| 2018 | 2 | 15 | $949,856 | $46,228 | $3,082iApproximate average salary by contribution assumption: employee only about $77,047 at 4% or $51,364 at 6%; with 50% employer match about $51,364 at 4% or $34,243 at 6%; with 100% employer match about $38,523 at 4% or $25,682 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 14 | $506,737 | $28,453 | $2,032iApproximate average salary by contribution assumption: employee only about $50,809 at 4% or $33,873 at 6%; with 50% employer match about $33,873 at 4% or $22,582 at 6%; with 100% employer match about $25,404 at 4% or $16,936 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 15 | $443,119 | $17,775 | $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 $13,167 at 6%; with 100% employer match about $14,813 at 4% or $9,875 at 6%. |
| 2017 | 2 | 15 | $958,221 | $24,933 | $1,662iApproximate average salary by contribution assumption: employee only about $41,555 at 4% or $27,703 at 6%; with 50% employer match about $27,703 at 4% or $18,469 at 6%; with 100% employer match about $20,778 at 4% or $13,852 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 14 | $504,601 | $17,392 | $1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,529 at 4% or $10,352 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 15 | $453,620 | $7,541 | $503iApproximate average salary by contribution assumption: employee only about $12,568 at 4% or $8,379 at 6%; with 50% employer match about $8,379 at 4% or $5,586 at 6%; with 100% employer match about $6,284 at 4% or $4,189 at 6%. |
| 2016 | 2 | 14 | $832,560 | $16,970 | $1,212iApproximate average salary by contribution assumption: employee only about $30,304 at 4% or $20,202 at 6%; with 50% employer match about $20,202 at 4% or $13,468 at 6%; with 100% employer match about $15,152 at 4% or $10,101 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 13 | $442,884 | $14,342 | $1,103iApproximate average salary by contribution assumption: employee only about $27,581 at 4% or $18,387 at 6%; with 50% employer match about $18,387 at 4% or $12,258 at 6%; with 100% employer match about $13,790 at 4% or $9,194 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 14 | $389,676 | $2,628 | $188iApproximate average salary by contribution assumption: employee only about $4,693 at 4% or $3,129 at 6%; with 50% employer match about $3,129 at 4% or $2,086 at 6%; with 100% employer match about $2,346 at 4% or $1,564 at 6%. |
| 2015 | 2 | 15 | $774,292 | $22,996 | $1,533iApproximate average salary by contribution assumption: employee only about $38,327 at 4% or $25,551 at 6%; with 50% employer match about $25,551 at 4% or $17,034 at 6%; with 100% employer match about $19,163 at 4% or $12,776 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 13 | $407,402 | $16,821 | $1,294iApproximate average salary by contribution assumption: employee only about $32,348 at 4% or $21,565 at 6%; with 50% employer match about $21,565 at 4% or $14,377 at 6%; with 100% employer match about $16,174 at 4% or $10,783 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 15 | $366,890 | $6,175 | $412iApproximate average salary by contribution assumption: employee only about $10,292 at 4% or $6,861 at 6%; with 50% employer match about $6,861 at 4% or $4,574 at 6%; with 100% employer match about $5,146 at 4% or $3,431 at 6%. |
| 2014 | 2 | 16 | $745,232 | $29,765 | $1,860iApproximate average salary by contribution assumption: employee only about $46,508 at 4% or $31,005 at 6%; with 50% employer match about $31,005 at 4% or $20,670 at 6%; with 100% employer match about $23,254 at 4% or $15,503 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 14 | $387,092 | $21,993 | $1,571iApproximate average salary by contribution assumption: employee only about $39,273 at 4% or $26,182 at 6%; with 50% employer match about $26,182 at 4% or $17,455 at 6%; with 100% employer match about $19,637 at 4% or $13,091 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 16 | $358,140 | $7,772 | $486iApproximate average salary by contribution assumption: employee only about $12,144 at 4% or $8,096 at 6%; with 50% employer match about $8,096 at 4% or $5,397 at 6%; with 100% employer match about $6,072 at 4% or $4,048 at 6%. |
| 2013 | 2 | 20 | $690,863 | $35,781 | $1,789iApproximate average salary by contribution assumption: employee only about $44,726 at 4% or $29,818 at 6%; with 50% employer match about $29,818 at 4% or $19,878 at 6%; with 100% employer match about $22,363 at 4% or $14,909 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 17 | $356,531 | $23,758 | $1,398iApproximate average salary by contribution assumption: employee only about $34,938 at 4% or $23,292 at 6%; with 50% employer match about $23,292 at 4% or $15,528 at 6%; with 100% employer match about $17,469 at 4% or $11,646 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 20 | $334,332 | $12,023 | $601iApproximate average salary by contribution assumption: employee only about $15,029 at 4% or $10,019 at 6%; with 50% employer match about $10,019 at 4% or $6,679 at 6%; with 100% employer match about $7,514 at 4% or $5,010 at 6%. |
| 2012 | 2 | 25 | $645,260 | $42,307 | $1,692iApproximate average salary by contribution assumption: employee only about $42,307 at 4% or $28,205 at 6%; with 50% employer match about $28,205 at 4% or $18,803 at 6%; with 100% employer match about $21,154 at 4% or $14,102 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 25 | $324,539 | $16,229 | $649iApproximate average salary by contribution assumption: employee only about $16,229 at 4% or $10,819 at 6%; with 50% employer match about $10,819 at 4% or $7,213 at 6%; with 100% employer match about $8,114 at 4% or $5,410 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 21 | $320,721 | $26,078 | $1,242iApproximate average salary by contribution assumption: employee only about $31,045 at 4% or $20,697 at 6%; with 50% employer match about $20,697 at 4% or $13,798 at 6%; with 100% employer match about $15,523 at 4% or $10,348 at 6%. |
| 2011 | 2 | 20 | $555,807 | $33,314 | $1,666iApproximate average salary by contribution assumption: employee only about $41,643 at 4% or $27,762 at 6%; with 50% employer match about $27,762 at 4% or $18,508 at 6%; with 100% employer match about $20,821 at 4% or $13,881 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 15 | $278,360 | $15,778 | $1,052iApproximate average salary by contribution assumption: employee only about $26,297 at 4% or $17,531 at 6%; with 50% employer match about $17,531 at 4% or $11,687 at 6%; with 100% employer match about $13,148 at 4% or $8,766 at 6%. |
| Academy at Ocean Reef 403(B) Tda Plan | - | 20 | $277,447 | $17,536 | $877iApproximate average salary by contribution assumption: employee only about $21,920 at 4% or $14,613 at 6%; with 50% employer match about $14,613 at 4% or $9,742 at 6%; with 100% employer match about $10,960 at 4% or $7,307 at 6%. |
| 2010 | 1 | 15 | $254,990 | $27,246 | $1,816iApproximate average salary by contribution assumption: employee only about $45,410 at 4% or $30,273 at 6%; with 50% employer match about $30,273 at 4% or $20,182 at 6%; with 100% employer match about $22,705 at 4% or $15,137 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 15 | $254,990 | $27,246 | $1,816iApproximate average salary by contribution assumption: employee only about $45,410 at 4% or $30,273 at 6%; with 50% employer match about $30,273 at 4% or $20,182 at 6%; with 100% employer match about $22,705 at 4% or $15,137 at 6%. |
| 2009 | 1 | 17 | $221,396 | $28,652 | $1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,727 at 6%; with 100% employer match about $21,068 at 4% or $14,045 at 6%. |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 17 | $221,396 | $28,652 | $1,685iApproximate average salary by contribution assumption: employee only about $42,135 at 4% or $28,090 at 6%; with 50% employer match about $28,090 at 4% or $18,727 at 6%; with 100% employer match about $21,068 at 4% or $14,045 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Academy at Ocean Reef Defined Contribution Retirement Plan | - | 0 | - | - | - |