Civic Intelligence

Ogden & Fricks LLP

Plan context: Ogden & Fricks LLP 401(K) Profit Sharing Plan

EIN 77-0548261 • San Luis Obispo, CA • 28 filings • 4 plans

656 Santa Rosa St.Suite 2BSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$37,478

2024 Contributions

$3,600

Historical Graphs

Total Assets Over Time

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

$3,474,106$1,737,053$0200020132024YearValue
$37,478Latest year 2024

Participants Over Time

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

840200020122024YearValue
1Latest 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
202411$37,478$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-1$37,478$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
202313$376,899$14,341$4,780iApproximate average salary by contribution assumption: employee only about $119,508 at 4% or $79,672 at 6%; with 50% employer match about $79,672 at 4% or $53,115 at 6%; with 100% employer match about $59,754 at 4% or $39,836 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-3$376,899$14,341$4,780iApproximate average salary by contribution assumption: employee only about $119,508 at 4% or $79,672 at 6%; with 50% employer match about $79,672 at 4% or $53,115 at 6%; with 100% employer match about $59,754 at 4% or $39,836 at 6%.
202214$383,663$15,414$3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$383,663$15,414$3,854iApproximate average salary by contribution assumption: employee only about $96,338 at 4% or $64,225 at 6%; with 50% employer match about $64,225 at 4% or $42,817 at 6%; with 100% employer match about $48,169 at 4% or $32,113 at 6%.
202114$398,027$14,664$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$398,027$14,664$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
202014$344,125$14,652$3,663iApproximate average salary by contribution assumption: employee only about $91,575 at 4% or $61,050 at 6%; with 50% employer match about $61,050 at 4% or $40,700 at 6%; with 100% employer match about $45,788 at 4% or $30,525 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$344,125$14,652$3,663iApproximate average salary by contribution assumption: employee only about $91,575 at 4% or $61,050 at 6%; with 50% employer match about $61,050 at 4% or $40,700 at 6%; with 100% employer match about $45,788 at 4% or $30,525 at 6%.
201913$260,577$14,707$4,902iApproximate average salary by contribution assumption: employee only about $122,558 at 4% or $81,706 at 6%; with 50% employer match about $81,706 at 4% or $54,470 at 6%; with 100% employer match about $61,279 at 4% or $40,853 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-3$260,577$14,707$4,902iApproximate average salary by contribution assumption: employee only about $122,558 at 4% or $81,706 at 6%; with 50% employer match about $81,706 at 4% or $54,470 at 6%; with 100% employer match about $61,279 at 4% or $40,853 at 6%.
201814$239,813$15,557$3,889iApproximate average salary by contribution assumption: employee only about $97,231 at 4% or $64,821 at 6%; with 50% employer match about $64,821 at 4% or $43,214 at 6%; with 100% employer match about $48,616 at 4% or $32,410 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$239,813$15,557$3,889iApproximate average salary by contribution assumption: employee only about $97,231 at 4% or $64,821 at 6%; with 50% employer match about $64,821 at 4% or $43,214 at 6%; with 100% employer match about $48,616 at 4% or $32,410 at 6%.
201714$235,229$15,245$3,811iApproximate average salary by contribution assumption: employee only about $95,281 at 4% or $63,521 at 6%; with 50% employer match about $63,521 at 4% or $42,347 at 6%; with 100% employer match about $47,641 at 4% or $31,760 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$235,229$15,245$3,811iApproximate average salary by contribution assumption: employee only about $95,281 at 4% or $63,521 at 6%; with 50% employer match about $63,521 at 4% or $42,347 at 6%; with 100% employer match about $47,641 at 4% or $31,760 at 6%.
201614$204,598$71,655$17,914iApproximate average salary by contribution assumption: employee only about $447,844 at 4% or $298,563 at 6%; with 50% employer match about $298,563 at 4% or $199,042 at 6%; with 100% employer match about $223,922 at 4% or $149,281 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-4$204,598$71,655$17,914iApproximate average salary by contribution assumption: employee only about $447,844 at 4% or $298,563 at 6%; with 50% employer match about $298,563 at 4% or $199,042 at 6%; with 100% employer match about $223,922 at 4% or $149,281 at 6%.
201516$3,474,106$74,842$12,474iApproximate average salary by contribution assumption: employee only about $311,842 at 4% or $207,894 at 6%; with 50% employer match about $207,894 at 4% or $138,596 at 6%; with 100% employer match about $155,921 at 4% or $103,947 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-6$3,474,106$74,842$12,474iApproximate average salary by contribution assumption: employee only about $311,842 at 4% or $207,894 at 6%; with 50% employer match about $207,894 at 4% or $138,596 at 6%; with 100% employer match about $155,921 at 4% or $103,947 at 6%.
201417$1,073,611$73,096$10,442iApproximate average salary by contribution assumption: employee only about $261,057 at 4% or $174,038 at 6%; with 50% employer match about $174,038 at 4% or $116,025 at 6%; with 100% employer match about $130,529 at 4% or $87,019 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,073,611$73,096$10,442iApproximate average salary by contribution assumption: employee only about $261,057 at 4% or $174,038 at 6%; with 50% employer match about $174,038 at 4% or $116,025 at 6%; with 100% employer match about $130,529 at 4% or $87,019 at 6%.
201317$1,480,410$66,644$9,521iApproximate average salary by contribution assumption: employee only about $238,014 at 4% or $158,676 at 6%; with 50% employer match about $158,676 at 4% or $105,784 at 6%; with 100% employer match about $119,007 at 4% or $79,338 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,480,410$66,644$9,521iApproximate average salary by contribution assumption: employee only about $238,014 at 4% or $158,676 at 6%; with 50% employer match about $158,676 at 4% or $105,784 at 6%; with 100% employer match about $119,007 at 4% or $79,338 at 6%.
201217$1,353,233$148,210$21,173iApproximate average salary by contribution assumption: employee only about $529,321 at 4% or $352,881 at 6%; with 50% employer match about $352,881 at 4% or $235,254 at 6%; with 100% employer match about $264,661 at 4% or $176,440 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,353,233$148,210$21,173iApproximate average salary by contribution assumption: employee only about $529,321 at 4% or $352,881 at 6%; with 50% employer match about $352,881 at 4% or $235,254 at 6%; with 100% employer match about $264,661 at 4% or $176,440 at 6%.
201117$1,187,484$109,520$15,646iApproximate average salary by contribution assumption: employee only about $391,143 at 4% or $260,762 at 6%; with 50% employer match about $260,762 at 4% or $173,841 at 6%; with 100% employer match about $195,571 at 4% or $130,381 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,187,484$109,520$15,646iApproximate average salary by contribution assumption: employee only about $391,143 at 4% or $260,762 at 6%; with 50% employer match about $260,762 at 4% or $173,841 at 6%; with 100% employer match about $195,571 at 4% or $130,381 at 6%.
201017$1,078,682$107,945$15,421iApproximate average salary by contribution assumption: employee only about $385,518 at 4% or $257,012 at 6%; with 50% employer match about $257,012 at 4% or $171,341 at 6%; with 100% employer match about $192,759 at 4% or $128,506 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,078,682$107,945$15,421iApproximate average salary by contribution assumption: employee only about $385,518 at 4% or $257,012 at 6%; with 50% employer match about $257,012 at 4% or $171,341 at 6%; with 100% employer match about $192,759 at 4% or $128,506 at 6%.
200917$1,002,476$104,036$14,862iApproximate average salary by contribution assumption: employee only about $371,557 at 4% or $247,705 at 6%; with 50% employer match about $247,705 at 4% or $165,137 at 6%; with 100% employer match about $185,779 at 4% or $123,852 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$1,002,476$104,036$14,862iApproximate average salary by contribution assumption: employee only about $371,557 at 4% or $247,705 at 6%; with 50% employer match about $247,705 at 4% or $165,137 at 6%; with 100% employer match about $185,779 at 4% or $123,852 at 6%.
200817$890,868$89,379$12,768iApproximate average salary by contribution assumption: employee only about $319,211 at 4% or $212,807 at 6%; with 50% employer match about $212,807 at 4% or $141,871 at 6%; with 100% employer match about $159,605 at 4% or $106,404 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$890,868$89,379$12,768iApproximate average salary by contribution assumption: employee only about $319,211 at 4% or $212,807 at 6%; with 50% employer match about $212,807 at 4% or $141,871 at 6%; with 100% employer match about $159,605 at 4% or $106,404 at 6%.
200718$0$0-
Ogden & Fricks LLP 401(K) Profit Sharing Plan-8---
200618$739,178$94,883$11,860iApproximate average salary by contribution assumption: employee only about $296,509 at 4% or $197,673 at 6%; with 50% employer match about $197,673 at 4% or $131,782 at 6%; with 100% employer match about $148,255 at 4% or $98,836 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-8$739,178$94,883$11,860iApproximate average salary by contribution assumption: employee only about $296,509 at 4% or $197,673 at 6%; with 50% employer match about $197,673 at 4% or $131,782 at 6%; with 100% employer match about $148,255 at 4% or $98,836 at 6%.
200515$614,886$80,569$16,114iApproximate average salary by contribution assumption: employee only about $402,845 at 4% or $268,563 at 6%; with 50% employer match about $268,563 at 4% or $179,042 at 6%; with 100% employer match about $201,423 at 4% or $134,282 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-5$614,886$80,569$16,114iApproximate average salary by contribution assumption: employee only about $402,845 at 4% or $268,563 at 6%; with 50% employer match about $268,563 at 4% or $179,042 at 6%; with 100% employer match about $201,423 at 4% or $134,282 at 6%.
200416$458,236$73,294$12,216iApproximate average salary by contribution assumption: employee only about $305,392 at 4% or $203,594 at 6%; with 50% employer match about $203,594 at 4% or $135,730 at 6%; with 100% employer match about $152,696 at 4% or $101,797 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-6$458,236$73,294$12,216iApproximate average salary by contribution assumption: employee only about $305,392 at 4% or $203,594 at 6%; with 50% employer match about $203,594 at 4% or $135,730 at 6%; with 100% employer match about $152,696 at 4% or $101,797 at 6%.
200317$371,755$75,793$10,828iApproximate average salary by contribution assumption: employee only about $270,689 at 4% or $180,460 at 6%; with 50% employer match about $180,460 at 4% or $120,306 at 6%; with 100% employer match about $135,345 at 4% or $90,230 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-7$371,755$75,793$10,828iApproximate average salary by contribution assumption: employee only about $270,689 at 4% or $180,460 at 6%; with 50% employer match about $180,460 at 4% or $120,306 at 6%; with 100% employer match about $135,345 at 4% or $90,230 at 6%.
200226$183,673$66,114$11,019iApproximate average salary by contribution assumption: employee only about $275,475 at 4% or $183,650 at 6%; with 50% employer match about $183,650 at 4% or $122,433 at 6%; with 100% employer match about $137,738 at 4% or $91,825 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-6$183,673$66,114$11,019iApproximate average salary by contribution assumption: employee only about $275,475 at 4% or $183,650 at 6%; with 50% employer match about $183,650 at 4% or $122,433 at 6%; with 100% employer match about $137,738 at 4% or $91,825 at 6%.
OGDEN & FRICKS, LLP PENSION PLAN-0---
200123$0$0-
OGDEN & FRICKS, LLP PENSION PLAN-3---
Ogden & Fricks LLP 401(K) Profit Sharing Plan-3---
200023$77,785$37,435$12,478iApproximate average salary by contribution assumption: employee only about $311,958 at 4% or $207,972 at 6%; with 50% employer match about $207,972 at 4% or $138,648 at 6%; with 100% employer match about $155,979 at 4% or $103,986 at 6%.
Ogden & Fricks LLP 401(K) Profit Sharing Plan-3$39,076$18,698$6,233iApproximate average salary by contribution assumption: employee only about $155,817 at 4% or $103,878 at 6%; with 50% employer match about $103,878 at 4% or $69,252 at 6%; with 100% employer match about $77,908 at 4% or $51,939 at 6%.
OGDEN & FRICKS, LLP PENSION PLAN-3$38,709$18,737$6,246iApproximate average salary by contribution assumption: employee only about $156,142 at 4% or $104,094 at 6%; with 50% employer match about $104,094 at 4% or $69,396 at 6%; with 100% employer match about $78,071 at 4% or $52,047 at 6%.