Civic Intelligence

Anderson, McCoy & Orta, P.C.

Plan context: Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan

EIN 73-1399441 • Oklahoma City, OK • 25 filings • 6 plans

100 N. Broadway 26th FloorOklahoma City, OK 73102-9211
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$9,145,135

2024 Contributions

$778,870

Historical Graphs

Total Assets Over Time

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

$9,145,135$4,572,568$0200020142024YearValue
$9,145,135Latest year 2024

Participants Over Time

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

73370200020132024YearValue
73Latest 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
2024173$9,145,135$778,870$10,669iApproximate average salary by contribution assumption: employee only about $266,736 at 4% or $177,824 at 6%; with 50% employer match about $177,824 at 4% or $118,549 at 6%; with 100% employer match about $133,368 at 4% or $88,912 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-73$9,145,135$778,870$10,669iApproximate average salary by contribution assumption: employee only about $266,736 at 4% or $177,824 at 6%; with 50% employer match about $177,824 at 4% or $118,549 at 6%; with 100% employer match about $133,368 at 4% or $88,912 at 6%.
2023136$7,689,671$595,300$16,536iApproximate average salary by contribution assumption: employee only about $413,403 at 4% or $275,602 at 6%; with 50% employer match about $275,602 at 4% or $183,735 at 6%; with 100% employer match about $206,701 at 4% or $137,801 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-36$7,689,671$595,300$16,536iApproximate average salary by contribution assumption: employee only about $413,403 at 4% or $275,602 at 6%; with 50% employer match about $275,602 at 4% or $183,735 at 6%; with 100% employer match about $206,701 at 4% or $137,801 at 6%.
2022165$6,525,790$916,637$14,102iApproximate average salary by contribution assumption: employee only about $352,553 at 4% or $235,035 at 6%; with 50% employer match about $235,035 at 4% or $156,690 at 6%; with 100% employer match about $176,276 at 4% or $117,518 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-65$6,525,790$916,637$14,102iApproximate average salary by contribution assumption: employee only about $352,553 at 4% or $235,035 at 6%; with 50% employer match about $235,035 at 4% or $156,690 at 6%; with 100% employer match about $176,276 at 4% or $117,518 at 6%.
2021166$6,836,926$571,411$8,658iApproximate average salary by contribution assumption: employee only about $216,444 at 4% or $144,296 at 6%; with 50% employer match about $144,296 at 4% or $96,197 at 6%; with 100% employer match about $108,222 at 4% or $72,148 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-66$6,836,926$571,411$8,658iApproximate average salary by contribution assumption: employee only about $216,444 at 4% or $144,296 at 6%; with 50% employer match about $144,296 at 4% or $96,197 at 6%; with 100% employer match about $108,222 at 4% or $72,148 at 6%.
2020150$5,536,214$406,317$8,126iApproximate average salary by contribution assumption: employee only about $203,159 at 4% or $135,439 at 6%; with 50% employer match about $135,439 at 4% or $90,293 at 6%; with 100% employer match about $101,579 at 4% or $67,720 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-50$5,536,214$406,317$8,126iApproximate average salary by contribution assumption: employee only about $203,159 at 4% or $135,439 at 6%; with 50% employer match about $135,439 at 4% or $90,293 at 6%; with 100% employer match about $101,579 at 4% or $67,720 at 6%.
2019154$6,412,661$554,779$10,274iApproximate average salary by contribution assumption: employee only about $256,842 at 4% or $171,228 at 6%; with 50% employer match about $171,228 at 4% or $114,152 at 6%; with 100% employer match about $128,421 at 4% or $85,614 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-54$6,412,661$554,779$10,274iApproximate average salary by contribution assumption: employee only about $256,842 at 4% or $171,228 at 6%; with 50% employer match about $171,228 at 4% or $114,152 at 6%; with 100% employer match about $128,421 at 4% or $85,614 at 6%.
2018147$6,071,771$572,977$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-47$6,071,771$572,977$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
2017151$6,242,994$518,387$10,164iApproximate average salary by contribution assumption: employee only about $254,111 at 4% or $169,408 at 6%; with 50% employer match about $169,408 at 4% or $112,938 at 6%; with 100% employer match about $127,056 at 4% or $84,704 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-51$6,242,994$518,387$10,164iApproximate average salary by contribution assumption: employee only about $254,111 at 4% or $169,408 at 6%; with 50% employer match about $169,408 at 4% or $112,938 at 6%; with 100% employer match about $127,056 at 4% or $84,704 at 6%.
2016150$4,964,057$289,676$5,794iApproximate average salary by contribution assumption: employee only about $144,838 at 4% or $96,559 at 6%; with 50% employer match about $96,559 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-50$4,964,057$289,676$5,794iApproximate average salary by contribution assumption: employee only about $144,838 at 4% or $96,559 at 6%; with 50% employer match about $96,559 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
2015151$4,677,821$535,616$10,502iApproximate average salary by contribution assumption: employee only about $262,557 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,278 at 4% or $87,519 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-51$4,677,821$535,616$10,502iApproximate average salary by contribution assumption: employee only about $262,557 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,278 at 4% or $87,519 at 6%.
2014151$4,266,519$587,830$11,526iApproximate average salary by contribution assumption: employee only about $288,152 at 4% or $192,101 at 6%; with 50% employer match about $192,101 at 4% or $128,068 at 6%; with 100% employer match about $144,076 at 4% or $96,051 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-51$4,266,519$587,830$11,526iApproximate average salary by contribution assumption: employee only about $288,152 at 4% or $192,101 at 6%; with 50% employer match about $192,101 at 4% or $128,068 at 6%; with 100% employer match about $144,076 at 4% or $96,051 at 6%.
2013146$3,491,678$449,472$9,771iApproximate average salary by contribution assumption: employee only about $244,278 at 4% or $162,852 at 6%; with 50% employer match about $162,852 at 4% or $108,568 at 6%; with 100% employer match about $122,139 at 4% or $81,426 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-46$3,491,678$449,472$9,771iApproximate average salary by contribution assumption: employee only about $244,278 at 4% or $162,852 at 6%; with 50% employer match about $162,852 at 4% or $108,568 at 6%; with 100% employer match about $122,139 at 4% or $81,426 at 6%.
2012134$2,542,085$288,867$8,496iApproximate average salary by contribution assumption: employee only about $212,402 at 4% or $141,601 at 6%; with 50% employer match about $141,601 at 4% or $94,401 at 6%; with 100% employer match about $106,201 at 4% or $70,801 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-34$2,542,085$288,867$8,496iApproximate average salary by contribution assumption: employee only about $212,402 at 4% or $141,601 at 6%; with 50% employer match about $141,601 at 4% or $94,401 at 6%; with 100% employer match about $106,201 at 4% or $70,801 at 6%.
2011129$2,244,572$252,322$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,759 at 4% or $72,506 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-29$2,244,572$252,322$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,759 at 4% or $72,506 at 6%.
2010123$2,206,069$146,841$6,384iApproximate average salary by contribution assumption: employee only about $159,610 at 4% or $106,407 at 6%; with 50% employer match about $106,407 at 4% or $70,938 at 6%; with 100% employer match about $79,805 at 4% or $53,203 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-23$2,206,069$146,841$6,384iApproximate average salary by contribution assumption: employee only about $159,610 at 4% or $106,407 at 6%; with 50% employer match about $106,407 at 4% or $70,938 at 6%; with 100% employer match about $79,805 at 4% or $53,203 at 6%.
2009124$1,894,580$191,683$7,987iApproximate average salary by contribution assumption: employee only about $199,670 at 4% or $133,113 at 6%; with 50% employer match about $133,113 at 4% or $88,742 at 6%; with 100% employer match about $99,835 at 4% or $66,557 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-24$1,894,580$191,683$7,987iApproximate average salary by contribution assumption: employee only about $199,670 at 4% or $133,113 at 6%; with 50% employer match about $133,113 at 4% or $88,742 at 6%; with 100% employer match about $99,835 at 4% or $66,557 at 6%.
2008124$1,293,936$262,420$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,491 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-24$1,293,936$262,420$10,934iApproximate average salary by contribution assumption: employee only about $273,354 at 4% or $182,236 at 6%; with 50% employer match about $182,236 at 4% or $121,491 at 6%; with 100% employer match about $136,677 at 4% or $91,118 at 6%.
2007133$0$0-
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-33---
2006123$1,423,178$191,075$8,308iApproximate average salary by contribution assumption: employee only about $207,690 at 4% or $138,460 at 6%; with 50% employer match about $138,460 at 4% or $92,307 at 6%; with 100% employer match about $103,845 at 4% or $69,230 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-23$1,423,178$191,075$8,308iApproximate average salary by contribution assumption: employee only about $207,690 at 4% or $138,460 at 6%; with 50% employer match about $138,460 at 4% or $92,307 at 6%; with 100% employer match about $103,845 at 4% or $69,230 at 6%.
2005119$1,088,533$183,682$9,667iApproximate average salary by contribution assumption: employee only about $241,687 at 4% or $161,125 at 6%; with 50% employer match about $161,125 at 4% or $107,416 at 6%; with 100% employer match about $120,843 at 4% or $80,562 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-19$1,088,533$183,682$9,667iApproximate average salary by contribution assumption: employee only about $241,687 at 4% or $161,125 at 6%; with 50% employer match about $161,125 at 4% or $107,416 at 6%; with 100% employer match about $120,843 at 4% or $80,562 at 6%.
2004113$858,699$173,027$13,310iApproximate average salary by contribution assumption: employee only about $332,744 at 4% or $221,829 at 6%; with 50% employer match about $221,829 at 4% or $147,886 at 6%; with 100% employer match about $166,372 at 4% or $110,915 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-13$858,699$173,027$13,310iApproximate average salary by contribution assumption: employee only about $332,744 at 4% or $221,829 at 6%; with 50% employer match about $221,829 at 4% or $147,886 at 6%; with 100% employer match about $166,372 at 4% or $110,915 at 6%.
200310$712,159$183,133-
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-0$712,159$183,133-
2002110$0$0-
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-10---
200110$0$0-
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-0---
200018$581,350$104,946$13,118iApproximate average salary by contribution assumption: employee only about $327,956 at 4% or $218,638 at 6%; with 50% employer match about $218,638 at 4% or $145,758 at 6%; with 100% employer match about $163,978 at 4% or $109,319 at 6%.
Anderson, Mccoy & Orta PC. 401(K) Profit Sharing Plan-8$581,350$104,946$13,118iApproximate average salary by contribution assumption: employee only about $327,956 at 4% or $218,638 at 6%; with 50% employer match about $218,638 at 4% or $145,758 at 6%; with 100% employer match about $163,978 at 4% or $109,319 at 6%.