Civic Intelligence

Patrick S. Ottinger, Aplc

Plan context: Ottinger, Hebert & Sikes Profit Sharing 401-K Trust

EIN 72-0955520 • Lafayette, LA • 27 filings • 7 plans

1313 W Pinhook RdLafayette, LA 70505
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,531,872

2024 Contributions

$245,742

Historical Graphs

Total Assets Over Time

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

$9,769,361$4,884,681$0199920132024YearValue
$6,531,872Latest year 2024

Participants Over Time

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

26130199920122024YearValue
15Latest 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
2024115$6,531,872$245,742$16,383iApproximate average salary by contribution assumption: employee only about $409,570 at 4% or $273,047 at 6%; with 50% employer match about $273,047 at 4% or $182,031 at 6%; with 100% employer match about $204,785 at 4% or $136,523 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-15$6,531,872$245,742$16,383iApproximate average salary by contribution assumption: employee only about $409,570 at 4% or $273,047 at 6%; with 50% employer match about $273,047 at 4% or $182,031 at 6%; with 100% employer match about $204,785 at 4% or $136,523 at 6%.
2023117$9,375,562$442,505$26,030iApproximate average salary by contribution assumption: employee only about $650,743 at 4% or $433,828 at 6%; with 50% employer match about $433,828 at 4% or $289,219 at 6%; with 100% employer match about $325,371 at 4% or $216,914 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-17$9,375,562$442,505$26,030iApproximate average salary by contribution assumption: employee only about $650,743 at 4% or $433,828 at 6%; with 50% employer match about $433,828 at 4% or $289,219 at 6%; with 100% employer match about $325,371 at 4% or $216,914 at 6%.
2022118$8,385,391$289,819$16,101iApproximate average salary by contribution assumption: employee only about $402,526 at 4% or $268,351 at 6%; with 50% employer match about $268,351 at 4% or $178,901 at 6%; with 100% employer match about $201,263 at 4% or $134,175 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-18$8,385,391$289,819$16,101iApproximate average salary by contribution assumption: employee only about $402,526 at 4% or $268,351 at 6%; with 50% employer match about $268,351 at 4% or $178,901 at 6%; with 100% employer match about $201,263 at 4% or $134,175 at 6%.
2021123$9,769,361$238,242$10,358iApproximate average salary by contribution assumption: employee only about $258,959 at 4% or $172,639 at 6%; with 50% employer match about $172,639 at 4% or $115,093 at 6%; with 100% employer match about $129,479 at 4% or $86,320 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-23$9,769,361$238,242$10,358iApproximate average salary by contribution assumption: employee only about $258,959 at 4% or $172,639 at 6%; with 50% employer match about $172,639 at 4% or $115,093 at 6%; with 100% employer match about $129,479 at 4% or $86,320 at 6%.
2020122$8,892,765$228,742$10,397iApproximate average salary by contribution assumption: employee only about $259,934 at 4% or $173,289 at 6%; with 50% employer match about $173,289 at 4% or $115,526 at 6%; with 100% employer match about $129,967 at 4% or $86,645 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-22$8,892,765$228,742$10,397iApproximate average salary by contribution assumption: employee only about $259,934 at 4% or $173,289 at 6%; with 50% employer match about $173,289 at 4% or $115,526 at 6%; with 100% employer match about $129,967 at 4% or $86,645 at 6%.
2019120$7,943,741$1,528,641$76,432iApproximate average salary by contribution assumption: employee only about $1,910,801 at 4% or $1,273,868 at 6%; with 50% employer match about $1,273,868 at 4% or $849,245 at 6%; with 100% employer match about $955,401 at 4% or $636,934 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-20$7,943,741$1,528,641$76,432iApproximate average salary by contribution assumption: employee only about $1,910,801 at 4% or $1,273,868 at 6%; with 50% employer match about $1,273,868 at 4% or $849,245 at 6%; with 100% employer match about $955,401 at 4% or $636,934 at 6%.
2018220$9,176,913$333,885$16,694iApproximate average salary by contribution assumption: employee only about $417,356 at 4% or $278,238 at 6%; with 50% employer match about $278,238 at 4% or $185,492 at 6%; with 100% employer match about $208,678 at 4% or $139,119 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-16$5,510,072$235,788$14,737iApproximate average salary by contribution assumption: employee only about $368,419 at 4% or $245,613 at 6%; with 50% employer match about $245,613 at 4% or $163,742 at 6%; with 100% employer match about $184,209 at 4% or $122,806 at 6%.
OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN-20$3,666,841$98,097$4,905iApproximate average salary by contribution assumption: employee only about $122,621 at 4% or $81,748 at 6%; with 50% employer match about $81,748 at 4% or $54,498 at 6%; with 100% employer match about $61,311 at 4% or $40,874 at 6%.
2017118$5,617,045$78,272$4,348iApproximate average salary by contribution assumption: employee only about $108,711 at 4% or $72,474 at 6%; with 50% employer match about $72,474 at 4% or $48,316 at 6%; with 100% employer match about $54,356 at 4% or $36,237 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-18$5,617,045$78,272$4,348iApproximate average salary by contribution assumption: employee only about $108,711 at 4% or $72,474 at 6%; with 50% employer match about $72,474 at 4% or $48,316 at 6%; with 100% employer match about $54,356 at 4% or $36,237 at 6%.
2016121$6,194,723$344,931$16,425iApproximate average salary by contribution assumption: employee only about $410,632 at 4% or $273,755 at 6%; with 50% employer match about $273,755 at 4% or $182,503 at 6%; with 100% employer match about $205,316 at 4% or $136,877 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-21$6,194,723$344,931$16,425iApproximate average salary by contribution assumption: employee only about $410,632 at 4% or $273,755 at 6%; with 50% employer match about $273,755 at 4% or $182,503 at 6%; with 100% employer match about $205,316 at 4% or $136,877 at 6%.
2015126$5,644,662$385,744$14,836iApproximate average salary by contribution assumption: employee only about $370,908 at 4% or $247,272 at 6%; with 50% employer match about $247,272 at 4% or $164,848 at 6%; with 100% employer match about $185,454 at 4% or $123,636 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-26$5,644,662$385,744$14,836iApproximate average salary by contribution assumption: employee only about $370,908 at 4% or $247,272 at 6%; with 50% employer match about $247,272 at 4% or $164,848 at 6%; with 100% employer match about $185,454 at 4% or $123,636 at 6%.
2014124$5,066,412$349,553$14,565iApproximate average salary by contribution assumption: employee only about $364,118 at 4% or $242,745 at 6%; with 50% employer match about $242,745 at 4% or $161,830 at 6%; with 100% employer match about $182,059 at 4% or $121,373 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-24$5,066,412$349,553$14,565iApproximate average salary by contribution assumption: employee only about $364,118 at 4% or $242,745 at 6%; with 50% employer match about $242,745 at 4% or $161,830 at 6%; with 100% employer match about $182,059 at 4% or $121,373 at 6%.
2013123$4,713,772$353,368$15,364iApproximate average salary by contribution assumption: employee only about $384,096 at 4% or $256,064 at 6%; with 50% employer match about $256,064 at 4% or $170,709 at 6%; with 100% employer match about $192,048 at 4% or $128,032 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-23$4,713,772$353,368$15,364iApproximate average salary by contribution assumption: employee only about $384,096 at 4% or $256,064 at 6%; with 50% employer match about $256,064 at 4% or $170,709 at 6%; with 100% employer match about $192,048 at 4% or $128,032 at 6%.
2012123$3,871,711$301,133$13,093iApproximate average salary by contribution assumption: employee only about $327,318 at 4% or $218,212 at 6%; with 50% employer match about $218,212 at 4% or $145,475 at 6%; with 100% employer match about $163,659 at 4% or $109,106 at 6%.
OTTINGER HEBERT, LLC PROFIT SHARING 401K PLAN-23$3,871,711$301,133$13,093iApproximate average salary by contribution assumption: employee only about $327,318 at 4% or $218,212 at 6%; with 50% employer match about $218,212 at 4% or $145,475 at 6%; with 100% employer match about $163,659 at 4% or $109,106 at 6%.
2011123$3,205,552$296,953$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
OTTINGER HEBERT, LLC PROFIT SHARING 401K PLAN-23$3,205,552$296,953$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
2010121$2,949,669$246,068$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,195 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-21$2,949,669$246,068$11,718iApproximate average salary by contribution assumption: employee only about $292,938 at 4% or $195,292 at 6%; with 50% employer match about $195,292 at 4% or $130,195 at 6%; with 100% employer match about $146,469 at 4% or $97,646 at 6%.
2009120$2,592,222$190,435$9,522iApproximate average salary by contribution assumption: employee only about $238,044 at 4% or $158,696 at 6%; with 50% employer match about $158,696 at 4% or $105,797 at 6%; with 100% employer match about $119,022 at 4% or $79,348 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-20$2,592,222$190,435$9,522iApproximate average salary by contribution assumption: employee only about $238,044 at 4% or $158,696 at 6%; with 50% employer match about $158,696 at 4% or $105,797 at 6%; with 100% employer match about $119,022 at 4% or $79,348 at 6%.
2008118$0$0-
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-18---
2007119$0$0-
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-19---
2006114$2,182,130$217,202$15,514iApproximate average salary by contribution assumption: employee only about $387,861 at 4% or $258,574 at 6%; with 50% employer match about $258,574 at 4% or $172,383 at 6%; with 100% employer match about $193,930 at 4% or $129,287 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-14$2,182,130$217,202$15,514iApproximate average salary by contribution assumption: employee only about $387,861 at 4% or $258,574 at 6%; with 50% employer match about $258,574 at 4% or $172,383 at 6%; with 100% employer match about $193,930 at 4% or $129,287 at 6%.
2005112$1,772,014$205,133$17,094iApproximate average salary by contribution assumption: employee only about $427,360 at 4% or $284,907 at 6%; with 50% employer match about $284,907 at 4% or $189,938 at 6%; with 100% employer match about $213,680 at 4% or $142,453 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-12$1,772,014$205,133$17,094iApproximate average salary by contribution assumption: employee only about $427,360 at 4% or $284,907 at 6%; with 50% employer match about $284,907 at 4% or $189,938 at 6%; with 100% employer match about $213,680 at 4% or $142,453 at 6%.
2004113$1,491,012$186,224$14,325iApproximate average salary by contribution assumption: employee only about $358,123 at 4% or $238,749 at 6%; with 50% employer match about $238,749 at 4% or $159,166 at 6%; with 100% employer match about $179,062 at 4% or $119,374 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-13$1,491,012$186,224$14,325iApproximate average salary by contribution assumption: employee only about $358,123 at 4% or $238,749 at 6%; with 50% employer match about $238,749 at 4% or $159,166 at 6%; with 100% employer match about $179,062 at 4% or $119,374 at 6%.
2003110$0$0-
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-10---
2002112$581,992$159,895$13,325iApproximate average salary by contribution assumption: employee only about $333,115 at 4% or $222,076 at 6%; with 50% employer match about $222,076 at 4% or $148,051 at 6%; with 100% employer match about $166,557 at 4% or $111,038 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-12$581,992$159,895$13,325iApproximate average salary by contribution assumption: employee only about $333,115 at 4% or $222,076 at 6%; with 50% employer match about $222,076 at 4% or $148,051 at 6%; with 100% employer match about $166,557 at 4% or $111,038 at 6%.
2001110$565,671$111,097$11,110iApproximate average salary by contribution assumption: employee only about $277,743 at 4% or $185,162 at 6%; with 50% employer match about $185,162 at 4% or $123,441 at 6%; with 100% employer match about $138,871 at 4% or $92,581 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-10$565,671$111,097$11,110iApproximate average salary by contribution assumption: employee only about $277,743 at 4% or $185,162 at 6%; with 50% employer match about $185,162 at 4% or $123,441 at 6%; with 100% employer match about $138,871 at 4% or $92,581 at 6%.
200019$624,694$82,085$9,121iApproximate average salary by contribution assumption: employee only about $228,014 at 4% or $152,009 at 6%; with 50% employer match about $152,009 at 4% or $101,340 at 6%; with 100% employer match about $114,007 at 4% or $76,005 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-9$624,694$82,085$9,121iApproximate average salary by contribution assumption: employee only about $228,014 at 4% or $152,009 at 6%; with 50% employer match about $152,009 at 4% or $101,340 at 6%; with 100% employer match about $114,007 at 4% or $76,005 at 6%.
199917$639,460$72,376$10,339iApproximate average salary by contribution assumption: employee only about $258,486 at 4% or $172,324 at 6%; with 50% employer match about $172,324 at 4% or $114,883 at 6%; with 100% employer match about $129,243 at 4% or $86,162 at 6%.
Ottinger, Hebert & Sikes Profit Sharing 401-K Trust-7$639,460$72,376$10,339iApproximate average salary by contribution assumption: employee only about $258,486 at 4% or $172,324 at 6%; with 50% employer match about $172,324 at 4% or $114,883 at 6%; with 100% employer match about $129,243 at 4% or $86,162 at 6%.