Civic Intelligence

Jeff Ott & Associates Inc.

Plan context: Jeff Ott & Associates Inc. 401K Plan & Trust

EIN 75-2780591 • Burleson, TX • 12 filings • 3 plans

112 Southwest Thomas StreetBurleson, TX 76028
Current Snapshot

Latest Year

2011

2011 Participants

65

2011 Assets

$2,396,935

2011 Contributions

$451,391

Historical Graphs

Total Assets Over Time

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

$2,396,935$1,198,468$0199920062010YearValue
$2,396,935Latest year 2010

Participants Over Time

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

90450199920052010YearValue
65Latest year 2010

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
201110$0$0-
Jeff Ott & Associates Inc. 401K Plan & Trust-0$0$0-
2010165$2,396,935$451,391$6,944iApproximate average salary by contribution assumption: employee only about $173,612 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,161 at 6%; with 100% employer match about $86,806 at 4% or $57,871 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-65$2,396,935$451,391$6,944iApproximate average salary by contribution assumption: employee only about $173,612 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,161 at 6%; with 100% employer match about $86,806 at 4% or $57,871 at 6%.
2009190$1,925,020$428,469$4,761iApproximate average salary by contribution assumption: employee only about $119,019 at 4% or $79,346 at 6%; with 50% employer match about $79,346 at 4% or $52,897 at 6%; with 100% employer match about $59,510 at 4% or $39,673 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-90$1,925,020$428,469$4,761iApproximate average salary by contribution assumption: employee only about $119,019 at 4% or $79,346 at 6%; with 50% employer match about $79,346 at 4% or $52,897 at 6%; with 100% employer match about $59,510 at 4% or $39,673 at 6%.
2008171$1,456,577$386,772$5,447iApproximate average salary by contribution assumption: employee only about $136,187 at 4% or $90,792 at 6%; with 50% employer match about $90,792 at 4% or $60,528 at 6%; with 100% employer match about $68,094 at 4% or $45,396 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-71$1,456,577$386,772$5,447iApproximate average salary by contribution assumption: employee only about $136,187 at 4% or $90,792 at 6%; with 50% employer match about $90,792 at 4% or $60,528 at 6%; with 100% employer match about $68,094 at 4% or $45,396 at 6%.
2007160$1,423,752$437,088$7,285iApproximate average salary by contribution assumption: employee only about $182,120 at 4% or $121,413 at 6%; with 50% employer match about $121,413 at 4% or $80,942 at 6%; with 100% employer match about $91,060 at 4% or $60,707 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-60$1,423,752$437,088$7,285iApproximate average salary by contribution assumption: employee only about $182,120 at 4% or $121,413 at 6%; with 50% employer match about $121,413 at 4% or $80,942 at 6%; with 100% employer match about $91,060 at 4% or $60,707 at 6%.
2006154$1,080,530$296,726$5,495iApproximate average salary by contribution assumption: employee only about $137,373 at 4% or $91,582 at 6%; with 50% employer match about $91,582 at 4% or $61,055 at 6%; with 100% employer match about $68,687 at 4% or $45,791 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-54$1,080,530$296,726$5,495iApproximate average salary by contribution assumption: employee only about $137,373 at 4% or $91,582 at 6%; with 50% employer match about $91,582 at 4% or $61,055 at 6%; with 100% employer match about $68,687 at 4% or $45,791 at 6%.
2005144$732,913$245,702$5,584iApproximate average salary by contribution assumption: employee only about $139,603 at 4% or $93,069 at 6%; with 50% employer match about $93,069 at 4% or $62,046 at 6%; with 100% employer match about $69,802 at 4% or $46,534 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-44$732,913$245,702$5,584iApproximate average salary by contribution assumption: employee only about $139,603 at 4% or $93,069 at 6%; with 50% employer match about $93,069 at 4% or $62,046 at 6%; with 100% employer match about $69,802 at 4% or $46,534 at 6%.
2004114$475,301$131,787$9,413iApproximate average salary by contribution assumption: employee only about $235,334 at 4% or $156,889 at 6%; with 50% employer match about $156,889 at 4% or $104,593 at 6%; with 100% employer match about $117,667 at 4% or $78,445 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-14$475,301$131,787$9,413iApproximate average salary by contribution assumption: employee only about $235,334 at 4% or $156,889 at 6%; with 50% employer match about $156,889 at 4% or $104,593 at 6%; with 100% employer match about $117,667 at 4% or $78,445 at 6%.
2003117$338,103$101,388$5,964iApproximate average salary by contribution assumption: employee only about $149,100 at 4% or $99,400 at 6%; with 50% employer match about $99,400 at 4% or $66,267 at 6%; with 100% employer match about $74,550 at 4% or $49,700 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-17$338,103$101,388$5,964iApproximate average salary by contribution assumption: employee only about $149,100 at 4% or $99,400 at 6%; with 50% employer match about $99,400 at 4% or $66,267 at 6%; with 100% employer match about $74,550 at 4% or $49,700 at 6%.
200217$206,571$75,341$10,763iApproximate average salary by contribution assumption: employee only about $269,075 at 4% or $179,383 at 6%; with 50% employer match about $179,383 at 4% or $119,589 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-7$206,571$75,341$10,763iApproximate average salary by contribution assumption: employee only about $269,075 at 4% or $179,383 at 6%; with 50% employer match about $179,383 at 4% or $119,589 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
200117$0$0-
Jeff Ott & Associates Inc. 401K Plan & Trust-7---
199918$56,505$54,292$6,787iApproximate average salary by contribution assumption: employee only about $169,663 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,406 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.
Jeff Ott & Associates Inc. 401K Plan & Trust-8$56,505$54,292$6,787iApproximate average salary by contribution assumption: employee only about $169,663 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,406 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.