Civic Intelligence

Collins Investment Inc.

Plan context: Collins Investments Inc. 401(K) Retirement Plan

EIN 73-1434873 • Tulsa, OK • 25 filings • 3 plans

2200 S. Utica Place Suite 420Tulsa, OK 74114-7006
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,960,951

2024 Contributions

$118,315

Historical Graphs

Total Assets Over Time

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

$1,960,951$980,476$0200020132024YearValue
$1,960,951Latest year 2024

Participants Over Time

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

530200020122024YearValue
4Latest 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
202414$1,960,951$118,315$29,579iApproximate average salary by contribution assumption: employee only about $739,469 at 4% or $492,979 at 6%; with 50% employer match about $492,979 at 4% or $328,653 at 6%; with 100% employer match about $369,734 at 4% or $246,490 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$1,960,951$118,315$29,579iApproximate average salary by contribution assumption: employee only about $739,469 at 4% or $492,979 at 6%; with 50% employer match about $492,979 at 4% or $328,653 at 6%; with 100% employer match about $369,734 at 4% or $246,490 at 6%.
202314$1,711,122$116,020$29,005iApproximate average salary by contribution assumption: employee only about $725,125 at 4% or $483,417 at 6%; with 50% employer match about $483,417 at 4% or $322,278 at 6%; with 100% employer match about $362,563 at 4% or $241,708 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$1,711,122$116,020$29,005iApproximate average salary by contribution assumption: employee only about $725,125 at 4% or $483,417 at 6%; with 50% employer match about $483,417 at 4% or $322,278 at 6%; with 100% employer match about $362,563 at 4% or $241,708 at 6%.
202214$1,527,674$110,672$27,668iApproximate average salary by contribution assumption: employee only about $691,700 at 4% or $461,133 at 6%; with 50% employer match about $461,133 at 4% or $307,422 at 6%; with 100% employer match about $345,850 at 4% or $230,567 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$1,527,674$110,672$27,668iApproximate average salary by contribution assumption: employee only about $691,700 at 4% or $461,133 at 6%; with 50% employer match about $461,133 at 4% or $307,422 at 6%; with 100% employer match about $345,850 at 4% or $230,567 at 6%.
202113$1,576,899$71,840$23,947iApproximate average salary by contribution assumption: employee only about $598,667 at 4% or $399,111 at 6%; with 50% employer match about $399,111 at 4% or $266,074 at 6%; with 100% employer match about $299,333 at 4% or $199,556 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,576,899$71,840$23,947iApproximate average salary by contribution assumption: employee only about $598,667 at 4% or $399,111 at 6%; with 50% employer match about $399,111 at 4% or $266,074 at 6%; with 100% employer match about $299,333 at 4% or $199,556 at 6%.
202013$1,430,682$74,700$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,430,682$74,700$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
201913$1,363,040$71,200$23,733iApproximate average salary by contribution assumption: employee only about $593,333 at 4% or $395,556 at 6%; with 50% employer match about $395,556 at 4% or $263,704 at 6%; with 100% employer match about $296,667 at 4% or $197,778 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,363,040$71,200$23,733iApproximate average salary by contribution assumption: employee only about $593,333 at 4% or $395,556 at 6%; with 50% employer match about $395,556 at 4% or $263,704 at 6%; with 100% employer match about $296,667 at 4% or $197,778 at 6%.
201813$1,074,052$66,813$22,271iApproximate average salary by contribution assumption: employee only about $556,775 at 4% or $371,183 at 6%; with 50% employer match about $371,183 at 4% or $247,456 at 6%; with 100% employer match about $278,388 at 4% or $185,592 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,074,052$66,813$22,271iApproximate average salary by contribution assumption: employee only about $556,775 at 4% or $371,183 at 6%; with 50% employer match about $371,183 at 4% or $247,456 at 6%; with 100% employer match about $278,388 at 4% or $185,592 at 6%.
201713$1,128,314$56,850$18,950iApproximate average salary by contribution assumption: employee only about $473,750 at 4% or $315,833 at 6%; with 50% employer match about $315,833 at 4% or $210,556 at 6%; with 100% employer match about $236,875 at 4% or $157,917 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,128,314$56,850$18,950iApproximate average salary by contribution assumption: employee only about $473,750 at 4% or $315,833 at 6%; with 50% employer match about $315,833 at 4% or $210,556 at 6%; with 100% employer match about $236,875 at 4% or $157,917 at 6%.
201613$923,472$51,800$17,267iApproximate average salary by contribution assumption: employee only about $431,667 at 4% or $287,778 at 6%; with 50% employer match about $287,778 at 4% or $191,852 at 6%; with 100% employer match about $215,833 at 4% or $143,889 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$923,472$51,800$17,267iApproximate average salary by contribution assumption: employee only about $431,667 at 4% or $287,778 at 6%; with 50% employer match about $287,778 at 4% or $191,852 at 6%; with 100% employer match about $215,833 at 4% or $143,889 at 6%.
201513$1,388,173$76,445$25,482iApproximate average salary by contribution assumption: employee only about $637,042 at 4% or $424,694 at 6%; with 50% employer match about $424,694 at 4% or $283,130 at 6%; with 100% employer match about $318,521 at 4% or $212,347 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,388,173$76,445$25,482iApproximate average salary by contribution assumption: employee only about $637,042 at 4% or $424,694 at 6%; with 50% employer match about $424,694 at 4% or $283,130 at 6%; with 100% employer match about $318,521 at 4% or $212,347 at 6%.
201413$1,333,715$72,433$24,144iApproximate average salary by contribution assumption: employee only about $603,608 at 4% or $402,406 at 6%; with 50% employer match about $402,406 at 4% or $268,270 at 6%; with 100% employer match about $301,804 at 4% or $201,203 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,333,715$72,433$24,144iApproximate average salary by contribution assumption: employee only about $603,608 at 4% or $402,406 at 6%; with 50% employer match about $402,406 at 4% or $268,270 at 6%; with 100% employer match about $301,804 at 4% or $201,203 at 6%.
201313$1,188,801$70,894$23,631iApproximate average salary by contribution assumption: employee only about $590,783 at 4% or $393,856 at 6%; with 50% employer match about $393,856 at 4% or $262,570 at 6%; with 100% employer match about $295,392 at 4% or $196,928 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$1,188,801$70,894$23,631iApproximate average salary by contribution assumption: employee only about $590,783 at 4% or $393,856 at 6%; with 50% employer match about $393,856 at 4% or $262,570 at 6%; with 100% employer match about $295,392 at 4% or $196,928 at 6%.
201213$950,962$68,191$22,730iApproximate average salary by contribution assumption: employee only about $568,258 at 4% or $378,839 at 6%; with 50% employer match about $378,839 at 4% or $252,559 at 6%; with 100% employer match about $284,129 at 4% or $189,419 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$950,962$68,191$22,730iApproximate average salary by contribution assumption: employee only about $568,258 at 4% or $378,839 at 6%; with 50% employer match about $378,839 at 4% or $252,559 at 6%; with 100% employer match about $284,129 at 4% or $189,419 at 6%.
201113$790,786$66,482$22,161iApproximate average salary by contribution assumption: employee only about $554,017 at 4% or $369,344 at 6%; with 50% employer match about $369,344 at 4% or $246,230 at 6%; with 100% employer match about $277,008 at 4% or $184,672 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$790,786$66,482$22,161iApproximate average salary by contribution assumption: employee only about $554,017 at 4% or $369,344 at 6%; with 50% employer match about $369,344 at 4% or $246,230 at 6%; with 100% employer match about $277,008 at 4% or $184,672 at 6%.
201013$742,529$61,549$20,516iApproximate average salary by contribution assumption: employee only about $512,908 at 4% or $341,939 at 6%; with 50% employer match about $341,939 at 4% or $227,959 at 6%; with 100% employer match about $256,454 at 4% or $170,969 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$742,529$61,549$20,516iApproximate average salary by contribution assumption: employee only about $512,908 at 4% or $341,939 at 6%; with 50% employer match about $341,939 at 4% or $227,959 at 6%; with 100% employer match about $256,454 at 4% or $170,969 at 6%.
200912$581,123$60,820$30,410iApproximate average salary by contribution assumption: employee only about $760,250 at 4% or $506,833 at 6%; with 50% employer match about $506,833 at 4% or $337,889 at 6%; with 100% employer match about $380,125 at 4% or $253,417 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-2$581,123$60,820$30,410iApproximate average salary by contribution assumption: employee only about $760,250 at 4% or $506,833 at 6%; with 50% employer match about $506,833 at 4% or $337,889 at 6%; with 100% employer match about $380,125 at 4% or $253,417 at 6%.
200813$454,422$55,414$18,471iApproximate average salary by contribution assumption: employee only about $461,783 at 4% or $307,856 at 6%; with 50% employer match about $307,856 at 4% or $205,237 at 6%; with 100% employer match about $230,892 at 4% or $153,928 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-3$454,422$55,414$18,471iApproximate average salary by contribution assumption: employee only about $461,783 at 4% or $307,856 at 6%; with 50% employer match about $307,856 at 4% or $205,237 at 6%; with 100% employer match about $230,892 at 4% or $153,928 at 6%.
200715$0$0-
Collins Investments Inc. 401(K) Retirement Plan-5---
200614$601,900$54,590$13,648iApproximate average salary by contribution assumption: employee only about $341,188 at 4% or $227,458 at 6%; with 50% employer match about $227,458 at 4% or $151,639 at 6%; with 100% employer match about $170,594 at 4% or $113,729 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$601,900$54,590$13,648iApproximate average salary by contribution assumption: employee only about $341,188 at 4% or $227,458 at 6%; with 50% employer match about $227,458 at 4% or $151,639 at 6%; with 100% employer match about $170,594 at 4% or $113,729 at 6%.
200514$481,308$50,385$12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,938 at 6%; with 50% employer match about $209,938 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$481,308$50,385$12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,938 at 6%; with 50% employer match about $209,938 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%.
200414$391,548$39,745$9,936iApproximate average salary by contribution assumption: employee only about $248,406 at 4% or $165,604 at 6%; with 50% employer match about $165,604 at 4% or $110,403 at 6%; with 100% employer match about $124,203 at 4% or $82,802 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$391,548$39,745$9,936iApproximate average salary by contribution assumption: employee only about $248,406 at 4% or $165,604 at 6%; with 50% employer match about $165,604 at 4% or $110,403 at 6%; with 100% employer match about $124,203 at 4% or $82,802 at 6%.
200314$310,542$33,874$8,469iApproximate average salary by contribution assumption: employee only about $211,713 at 4% or $141,142 at 6%; with 50% employer match about $141,142 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,571 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$310,542$33,874$8,469iApproximate average salary by contribution assumption: employee only about $211,713 at 4% or $141,142 at 6%; with 50% employer match about $141,142 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,571 at 6%.
200214$0$0-
Collins Investments Inc. 401(K) Retirement Plan-4---
200114$225,350$29,506$7,377iApproximate average salary by contribution assumption: employee only about $184,413 at 4% or $122,942 at 6%; with 50% employer match about $122,942 at 4% or $81,961 at 6%; with 100% employer match about $92,206 at 4% or $61,471 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$225,350$29,506$7,377iApproximate average salary by contribution assumption: employee only about $184,413 at 4% or $122,942 at 6%; with 50% employer match about $122,942 at 4% or $81,961 at 6%; with 100% employer match about $92,206 at 4% or $61,471 at 6%.
200014$206,569$28,945$7,236iApproximate average salary by contribution assumption: employee only about $180,906 at 4% or $120,604 at 6%; with 50% employer match about $120,604 at 4% or $80,403 at 6%; with 100% employer match about $90,453 at 4% or $60,302 at 6%.
Collins Investments Inc. 401(K) Retirement Plan-4$206,569$28,945$7,236iApproximate average salary by contribution assumption: employee only about $180,906 at 4% or $120,604 at 6%; with 50% employer match about $120,604 at 4% or $80,403 at 6%; with 100% employer match about $90,453 at 4% or $60,302 at 6%.