Civic Intelligence

Rees Associates Inc.

Plan context: Rees Associates Inc. Section 401K Plan and Trust

EIN 73-0992452 • Oklahoma City, OK • 53 filings • 8 plans

9211 Lake Hefner PkwySuite 300Oklahoma City, OK 73120
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$12,928,001

2024 Contributions

$1,262,625

Historical Graphs

Total Assets Over Time

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

$12,928,001$6,464,001$0199920132024YearValue
$12,928,001Latest year 2024

Participants Over Time

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

146730199920122024YearValue
88Latest 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
2024288$12,928,001$1,262,625$14,348iApproximate average salary by contribution assumption: employee only about $358,700 at 4% or $239,134 at 6%; with 50% employer match about $239,134 at 4% or $159,422 at 6%; with 100% employer match about $179,350 at 4% or $119,567 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-88$10,179,029$990,644$11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,716 at 4% or $93,811 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-51$2,748,972$271,981$5,333iApproximate average salary by contribution assumption: employee only about $133,324 at 4% or $88,883 at 6%; with 50% employer match about $88,883 at 4% or $59,255 at 6%; with 100% employer match about $66,662 at 4% or $44,441 at 6%.
2023281$10,761,705$764,503$9,438iApproximate average salary by contribution assumption: employee only about $235,958 at 4% or $157,305 at 6%; with 50% employer match about $157,305 at 4% or $104,870 at 6%; with 100% employer match about $117,979 at 4% or $78,653 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-81$8,405,703$564,503$6,969iApproximate average salary by contribution assumption: employee only about $174,229 at 4% or $116,153 at 6%; with 50% employer match about $116,153 at 4% or $77,435 at 6%; with 100% employer match about $87,115 at 4% or $58,076 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-46$2,356,002$200,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
2022279$8,441,041$701,999$8,886iApproximate average salary by contribution assumption: employee only about $222,152 at 4% or $148,101 at 6%; with 50% employer match about $148,101 at 4% or $98,734 at 6%; with 100% employer match about $111,076 at 4% or $74,051 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-79$6,731,915$501,999$6,354iApproximate average salary by contribution assumption: employee only about $158,860 at 4% or $105,907 at 6%; with 50% employer match about $105,907 at 4% or $70,605 at 6%; with 100% employer match about $79,430 at 4% or $52,953 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-46$1,709,126$200,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
2021279$9,867,450$786,110$9,951iApproximate average salary by contribution assumption: employee only about $248,769 at 4% or $165,846 at 6%; with 50% employer match about $165,846 at 4% or $110,564 at 6%; with 100% employer match about $124,384 at 4% or $82,923 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-79$8,221,011$522,590$6,615iApproximate average salary by contribution assumption: employee only about $165,377 at 4% or $110,251 at 6%; with 50% employer match about $110,251 at 4% or $73,501 at 6%; with 100% employer match about $82,688 at 4% or $55,126 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-50$1,646,439$263,520$5,270iApproximate average salary by contribution assumption: employee only about $131,760 at 4% or $87,840 at 6%; with 50% employer match about $87,840 at 4% or $58,560 at 6%; with 100% employer match about $65,880 at 4% or $43,920 at 6%.
2020279$7,897,865$649,858$8,226iApproximate average salary by contribution assumption: employee only about $205,651 at 4% or $137,101 at 6%; with 50% employer match about $137,101 at 4% or $91,401 at 6%; with 100% employer match about $102,826 at 4% or $68,550 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-79$6,840,338$474,858$6,011iApproximate average salary by contribution assumption: employee only about $150,272 at 4% or $100,181 at 6%; with 50% employer match about $100,181 at 4% or $66,787 at 6%; with 100% employer match about $75,136 at 4% or $50,091 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-50$1,057,527$175,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
2019284$6,364,318$514,582$6,126iApproximate average salary by contribution assumption: employee only about $153,149 at 4% or $102,100 at 6%; with 50% employer match about $102,100 at 4% or $68,066 at 6%; with 100% employer match about $76,575 at 4% or $51,050 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-84$5,490,872$389,232$4,634iApproximate average salary by contribution assumption: employee only about $115,843 at 4% or $77,229 at 6%; with 50% employer match about $77,229 at 4% or $51,486 at 6%; with 100% employer match about $57,921 at 4% or $38,614 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-51$873,446$125,350$2,458iApproximate average salary by contribution assumption: employee only about $61,446 at 4% or $40,964 at 6%; with 50% employer match about $40,964 at 4% or $27,309 at 6%; with 100% employer match about $30,723 at 4% or $20,482 at 6%.
2018282$4,948,178$596,134$7,270iApproximate average salary by contribution assumption: employee only about $181,748 at 4% or $121,165 at 6%; with 50% employer match about $121,165 at 4% or $80,777 at 6%; with 100% employer match about $90,874 at 4% or $60,583 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-82$4,298,039$521,134$6,355iApproximate average salary by contribution assumption: employee only about $158,882 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,614 at 6%; with 100% employer match about $79,441 at 4% or $52,961 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-53$650,139$75,000$1,415iApproximate average salary by contribution assumption: employee only about $35,377 at 4% or $23,585 at 6%; with 50% employer match about $23,585 at 4% or $15,723 at 6%; with 100% employer match about $17,689 at 4% or $11,792 at 6%.
2017280$4,887,774$425,637$5,320iApproximate average salary by contribution assumption: employee only about $133,012 at 4% or $88,674 at 6%; with 50% employer match about $88,674 at 4% or $59,116 at 6%; with 100% employer match about $66,506 at 4% or $44,337 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-80$4,331,279$350,637$4,383iApproximate average salary by contribution assumption: employee only about $109,574 at 4% or $73,049 at 6%; with 50% employer match about $73,049 at 4% or $48,700 at 6%; with 100% employer match about $54,787 at 4% or $36,525 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-53$556,495$75,000$1,415iApproximate average salary by contribution assumption: employee only about $35,377 at 4% or $23,585 at 6%; with 50% employer match about $23,585 at 4% or $15,723 at 6%; with 100% employer match about $17,689 at 4% or $11,792 at 6%.
2016279$4,149,005$431,948$5,468iApproximate average salary by contribution assumption: employee only about $136,692 at 4% or $91,128 at 6%; with 50% employer match about $91,128 at 4% or $60,752 at 6%; with 100% employer match about $68,346 at 4% or $45,564 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-79$3,631,608$381,948$4,835iApproximate average salary by contribution assumption: employee only about $120,870 at 4% or $80,580 at 6%; with 50% employer match about $80,580 at 4% or $53,720 at 6%; with 100% employer match about $60,435 at 4% or $40,290 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-46$517,397$50,000$1,087iApproximate average salary by contribution assumption: employee only about $27,174 at 4% or $18,116 at 6%; with 50% employer match about $18,116 at 4% or $12,077 at 6%; with 100% employer match about $13,587 at 4% or $9,058 at 6%.
2015276$4,087,074$337,145$4,436iApproximate average salary by contribution assumption: employee only about $110,903 at 4% or $73,935 at 6%; with 50% employer match about $73,935 at 4% or $49,290 at 6%; with 100% employer match about $55,451 at 4% or $36,968 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-76$3,661,420$312,145$4,107iApproximate average salary by contribution assumption: employee only about $102,679 at 4% or $68,453 at 6%; with 50% employer match about $68,453 at 4% or $45,635 at 6%; with 100% employer match about $51,340 at 4% or $34,226 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-48$425,654$25,000$521iApproximate average salary by contribution assumption: employee only about $13,021 at 4% or $8,681 at 6%; with 50% employer match about $8,681 at 4% or $5,787 at 6%; with 100% employer match about $6,510 at 4% or $4,340 at 6%.
2014281$4,440,001$230,181$2,842iApproximate average salary by contribution assumption: employee only about $71,044 at 4% or $47,362 at 6%; with 50% employer match about $47,362 at 4% or $31,575 at 6%; with 100% employer match about $35,522 at 4% or $23,681 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-81$4,052,338$205,181$2,533iApproximate average salary by contribution assumption: employee only about $63,327 at 4% or $42,218 at 6%; with 50% employer match about $42,218 at 4% or $28,146 at 6%; with 100% employer match about $31,664 at 4% or $21,109 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-43$387,663$25,000$581iApproximate average salary by contribution assumption: employee only about $14,535 at 4% or $9,690 at 6%; with 50% employer match about $9,690 at 4% or $6,460 at 6%; with 100% employer match about $7,267 at 4% or $4,845 at 6%.
2013279$4,561,290$248,462$3,145iApproximate average salary by contribution assumption: employee only about $78,627 at 4% or $52,418 at 6%; with 50% employer match about $52,418 at 4% or $34,945 at 6%; with 100% employer match about $39,314 at 4% or $26,209 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-79$4,206,821$238,462$3,019iApproximate average salary by contribution assumption: employee only about $75,463 at 4% or $50,308 at 6%; with 50% employer match about $50,308 at 4% or $33,539 at 6%; with 100% employer match about $37,731 at 4% or $25,154 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-40$354,469$10,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
2012281$4,311,620$186,411$2,301iApproximate average salary by contribution assumption: employee only about $57,534 at 4% or $38,356 at 6%; with 50% employer match about $38,356 at 4% or $25,571 at 6%; with 100% employer match about $28,767 at 4% or $19,178 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-81$3,867,992$176,411$2,178iApproximate average salary by contribution assumption: employee only about $54,448 at 4% or $36,299 at 6%; with 50% employer match about $36,299 at 4% or $24,199 at 6%; with 100% employer match about $27,224 at 4% or $18,149 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-50$443,628$10,000$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
2011390$4,121,668$517,076$5,745iApproximate average salary by contribution assumption: employee only about $143,632 at 4% or $95,755 at 6%; with 50% employer match about $95,755 at 4% or $63,837 at 6%; with 100% employer match about $71,816 at 4% or $47,877 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-90$3,689,930$200,146$2,224iApproximate average salary by contribution assumption: employee only about $55,596 at 4% or $37,064 at 6%; with 50% employer match about $37,064 at 4% or $24,709 at 6%; with 100% employer match about $27,798 at 4% or $18,532 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-51$431,738$25,000$490iApproximate average salary by contribution assumption: employee only about $12,255 at 4% or $8,170 at 6%; with 50% employer match about $8,170 at 4% or $5,447 at 6%; with 100% employer match about $6,127 at 4% or $4,085 at 6%.
REES ASSOCIATES, INC. HEALTH PLAN-74-$291,930$3,945iApproximate average salary by contribution assumption: employee only about $98,625 at 4% or $65,750 at 6%; with 50% employer match about $65,750 at 4% or $43,833 at 6%; with 100% employer match about $49,313 at 4% or $32,875 at 6%.
20103105$4,655,269$334,309$3,184iApproximate average salary by contribution assumption: employee only about $79,597 at 4% or $53,065 at 6%; with 50% employer match about $53,065 at 4% or $35,377 at 6%; with 100% employer match about $39,799 at 4% or $26,532 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-72$4,038,776$324,309$4,504iApproximate average salary by contribution assumption: employee only about $112,607 at 4% or $75,072 at 6%; with 50% employer match about $75,072 at 4% or $50,048 at 6%; with 100% employer match about $56,304 at 4% or $37,536 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-61$616,493$10,000$164iApproximate average salary by contribution assumption: employee only about $4,098 at 4% or $2,732 at 6%; with 50% employer match about $2,732 at 4% or $1,821 at 6%; with 100% employer match about $2,049 at 4% or $1,366 at 6%.
REES ASSOCIATES, INC. HEALTH PLAN-105---
20093128$4,912,683$501,301$3,916iApproximate average salary by contribution assumption: employee only about $97,910 at 4% or $65,274 at 6%; with 50% employer match about $65,274 at 4% or $43,516 at 6%; with 100% employer match about $48,955 at 4% or $32,637 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-72$4,020,376$301,301$4,185iApproximate average salary by contribution assumption: employee only about $104,618 at 4% or $69,746 at 6%; with 50% employer match about $69,746 at 4% or $46,497 at 6%; with 100% employer match about $52,309 at 4% or $34,873 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-65$892,307$200,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
REES ASSOCIATES, INC. HEALTH PLAN-128---
20083128$0$435,538$3,403iApproximate average salary by contribution assumption: employee only about $85,066 at 4% or $56,711 at 6%; with 50% employer match about $56,711 at 4% or $37,807 at 6%; with 100% employer match about $42,533 at 4% or $28,355 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-115---
Rees Associates Inc. Employee Stock Ownership Plan-86---
REES ASSOCIATES, INC. HEALTH PLAN-128-$435,538$3,403iApproximate average salary by contribution assumption: employee only about $85,066 at 4% or $56,711 at 6%; with 50% employer match about $56,711 at 4% or $37,807 at 6%; with 100% employer match about $42,533 at 4% or $28,355 at 6%.
20073146$0$433,505$2,969iApproximate average salary by contribution assumption: employee only about $74,230 at 4% or $49,487 at 6%; with 50% employer match about $49,487 at 4% or $32,991 at 6%; with 100% employer match about $37,115 at 4% or $24,743 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-80---
REES ASSOCIATES, INC. HEALTH CARE PLAN-146-$433,505$2,969iApproximate average salary by contribution assumption: employee only about $74,230 at 4% or $49,487 at 6%; with 50% employer match about $49,487 at 4% or $32,991 at 6%; with 100% employer match about $37,115 at 4% or $24,743 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-97---
2006297$4,153,789$868,979$8,959iApproximate average salary by contribution assumption: employee only about $223,964 at 4% or $149,309 at 6%; with 50% employer match about $149,309 at 4% or $99,539 at 6%; with 100% employer match about $111,982 at 4% or $74,655 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-97$3,391,938$518,979$5,350iApproximate average salary by contribution assumption: employee only about $133,757 at 4% or $89,172 at 6%; with 50% employer match about $89,172 at 4% or $59,448 at 6%; with 100% employer match about $66,879 at 4% or $44,586 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-70$761,851$350,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2005272$2,996,138$660,313$9,171iApproximate average salary by contribution assumption: employee only about $229,275 at 4% or $152,850 at 6%; with 50% employer match about $152,850 at 4% or $101,900 at 6%; with 100% employer match about $114,638 at 4% or $76,425 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-72$2,594,859$410,313$5,699iApproximate average salary by contribution assumption: employee only about $142,470 at 4% or $94,980 at 6%; with 50% employer match about $94,980 at 4% or $63,320 at 6%; with 100% employer match about $71,235 at 4% or $47,490 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-64$401,279$250,000$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,403 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
2004284$2,354,991$731,748$8,711iApproximate average salary by contribution assumption: employee only about $217,782 at 4% or $145,188 at 6%; with 50% employer match about $145,188 at 4% or $96,792 at 6%; with 100% employer match about $108,891 at 4% or $72,594 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-84$2,204,991$581,748$6,926iApproximate average salary by contribution assumption: employee only about $173,139 at 4% or $115,426 at 6%; with 50% employer match about $115,426 at 4% or $76,951 at 6%; with 100% employer match about $86,570 at 4% or $57,713 at 6%.
Rees Associates Inc. Employee Stock Ownership Plan-52$150,000$150,000$2,885iApproximate average salary by contribution assumption: employee only about $72,115 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,051 at 6%; with 100% employer match about $36,058 at 4% or $24,038 at 6%.
2003158$1,540,244$258,801$4,462iApproximate average salary by contribution assumption: employee only about $111,552 at 4% or $74,368 at 6%; with 50% employer match about $74,368 at 4% or $49,579 at 6%; with 100% employer match about $55,776 at 4% or $37,184 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-58$1,540,244$258,801$4,462iApproximate average salary by contribution assumption: employee only about $111,552 at 4% or $74,368 at 6%; with 50% employer match about $74,368 at 4% or $49,579 at 6%; with 100% employer match about $55,776 at 4% or $37,184 at 6%.
2002255$1,050,643$198,094$3,602iApproximate average salary by contribution assumption: employee only about $90,043 at 4% or $60,028 at 6%; with 50% employer match about $60,028 at 4% or $40,019 at 6%; with 100% employer match about $45,021 at 4% or $30,014 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-55$1,050,643$198,094$3,602iApproximate average salary by contribution assumption: employee only about $90,043 at 4% or $60,028 at 6%; with 50% employer match about $60,028 at 4% or $40,019 at 6%; with 100% employer match about $45,021 at 4% or $30,014 at 6%.
REES ASSOCIATES, INC FLEXIBLE BENEFITS PLAN-0---
2001154$1,096,278$137,109$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,318 at 6%; with 50% employer match about $42,318 at 4% or $28,212 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-54$1,096,278$137,109$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,318 at 6%; with 50% employer match about $42,318 at 4% or $28,212 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
2000159$1,106,992$187,263$3,174iApproximate average salary by contribution assumption: employee only about $79,349 at 4% or $52,899 at 6%; with 50% employer match about $52,899 at 4% or $35,266 at 6%; with 100% employer match about $39,674 at 4% or $26,450 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-59$1,106,992$187,263$3,174iApproximate average salary by contribution assumption: employee only about $79,349 at 4% or $52,899 at 6%; with 50% employer match about $52,899 at 4% or $35,266 at 6%; with 100% employer match about $39,674 at 4% or $26,450 at 6%.
1999145$1,174,254$188,490$4,189iApproximate average salary by contribution assumption: employee only about $104,717 at 4% or $69,811 at 6%; with 50% employer match about $69,811 at 4% or $46,541 at 6%; with 100% employer match about $52,358 at 4% or $34,906 at 6%.
Rees Associates Inc. Section 401K Plan and Trust-45$1,174,254$188,490$4,189iApproximate average salary by contribution assumption: employee only about $104,717 at 4% or $69,811 at 6%; with 50% employer match about $69,811 at 4% or $46,541 at 6%; with 100% employer match about $52,358 at 4% or $34,906 at 6%.