Self & Associates Inc
Plan context: Self & Associates Inc 401K Plan and Trust
EIN 73-1353736 • Oklahoma City, OK • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$4,337,565
2024 Contributions
$88,000
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 | 1 | 3 | $4,337,565 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $4,337,565 | $88,000 | $29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%. |
| 2023 | 1 | 3 | $3,407,504 | $85,500 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $3,407,504 | $85,500 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| 2022 | 1 | 3 | $2,966,548 | $88,753 | $29,584iApproximate average salary by contribution assumption: employee only about $739,608 at 4% or $493,072 at 6%; with 50% employer match about $493,072 at 4% or $328,715 at 6%; with 100% employer match about $369,804 at 4% or $246,536 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $2,966,548 | $88,753 | $29,584iApproximate average salary by contribution assumption: employee only about $739,608 at 4% or $493,072 at 6%; with 50% employer match about $493,072 at 4% or $328,715 at 6%; with 100% employer match about $369,804 at 4% or $246,536 at 6%. |
| 2021 | 1 | 3 | $3,064,263 | $102,261 | $34,087iApproximate average salary by contribution assumption: employee only about $852,175 at 4% or $568,117 at 6%; with 50% employer match about $568,117 at 4% or $378,744 at 6%; with 100% employer match about $426,088 at 4% or $284,058 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $3,064,263 | $102,261 | $34,087iApproximate average salary by contribution assumption: employee only about $852,175 at 4% or $568,117 at 6%; with 50% employer match about $568,117 at 4% or $378,744 at 6%; with 100% employer match about $426,088 at 4% or $284,058 at 6%. |
| 2020 | 1 | 3 | $2,754,926 | $50,449 | $16,816iApproximate average salary by contribution assumption: employee only about $420,408 at 4% or $280,272 at 6%; with 50% employer match about $280,272 at 4% or $186,848 at 6%; with 100% employer match about $210,204 at 4% or $140,136 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $2,754,926 | $50,449 | $16,816iApproximate average salary by contribution assumption: employee only about $420,408 at 4% or $280,272 at 6%; with 50% employer match about $280,272 at 4% or $186,848 at 6%; with 100% employer match about $210,204 at 4% or $140,136 at 6%. |
| 2019 | 1 | 3 | $2,457,979 | $96,287 | $32,096iApproximate average salary by contribution assumption: employee only about $802,392 at 4% or $534,928 at 6%; with 50% employer match about $534,928 at 4% or $356,619 at 6%; with 100% employer match about $401,196 at 4% or $267,464 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $2,457,979 | $96,287 | $32,096iApproximate average salary by contribution assumption: employee only about $802,392 at 4% or $534,928 at 6%; with 50% employer match about $534,928 at 4% or $356,619 at 6%; with 100% employer match about $401,196 at 4% or $267,464 at 6%. |
| 2018 | 1 | 3 | $2,026,931 | $96,348 | $32,116iApproximate average salary by contribution assumption: employee only about $802,900 at 4% or $535,267 at 6%; with 50% employer match about $535,267 at 4% or $356,844 at 6%; with 100% employer match about $401,450 at 4% or $267,633 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $2,026,931 | $96,348 | $32,116iApproximate average salary by contribution assumption: employee only about $802,900 at 4% or $535,267 at 6%; with 50% employer match about $535,267 at 4% or $356,844 at 6%; with 100% employer match about $401,450 at 4% or $267,633 at 6%. |
| 2017 | 1 | 3 | $1,995,515 | $93,427 | $31,142iApproximate average salary by contribution assumption: employee only about $778,558 at 4% or $519,039 at 6%; with 50% employer match about $519,039 at 4% or $346,026 at 6%; with 100% employer match about $389,279 at 4% or $259,519 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $1,995,515 | $93,427 | $31,142iApproximate average salary by contribution assumption: employee only about $778,558 at 4% or $519,039 at 6%; with 50% employer match about $519,039 at 4% or $346,026 at 6%; with 100% employer match about $389,279 at 4% or $259,519 at 6%. |
| 2016 | 1 | 3 | $1,623,640 | $93,621 | $31,207iApproximate average salary by contribution assumption: employee only about $780,175 at 4% or $520,117 at 6%; with 50% employer match about $520,117 at 4% or $346,744 at 6%; with 100% employer match about $390,088 at 4% or $260,058 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $1,623,640 | $93,621 | $31,207iApproximate average salary by contribution assumption: employee only about $780,175 at 4% or $520,117 at 6%; with 50% employer match about $520,117 at 4% or $346,744 at 6%; with 100% employer match about $390,088 at 4% or $260,058 at 6%. |
| 2015 | 1 | 3 | $1,425,483 | $93,973 | $31,324iApproximate average salary by contribution assumption: employee only about $783,108 at 4% or $522,072 at 6%; with 50% employer match about $522,072 at 4% or $348,048 at 6%; with 100% employer match about $391,554 at 4% or $261,036 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $1,425,483 | $93,973 | $31,324iApproximate average salary by contribution assumption: employee only about $783,108 at 4% or $522,072 at 6%; with 50% employer match about $522,072 at 4% or $348,048 at 6%; with 100% employer match about $391,554 at 4% or $261,036 at 6%. |
| 2014 | 1 | 3 | $1,450,270 | $1,230,460 | $410,153iApproximate average salary by contribution assumption: employee only about $10,253,833 at 4% or $6,835,889 at 6%; with 50% employer match about $6,835,889 at 4% or $4,557,259 at 6%; with 100% employer match about $5,126,917 at 4% or $3,417,944 at 6%. |
| Self & Associates Inc 401K Plan and Trust | - | 3 | $1,450,270 | $1,230,460 | $410,153iApproximate average salary by contribution assumption: employee only about $10,253,833 at 4% or $6,835,889 at 6%; with 50% employer match about $6,835,889 at 4% or $4,557,259 at 6%; with 100% employer match about $5,126,917 at 4% or $3,417,944 at 6%. |