Civic Intelligence

Owen Tree Service Inc.

Plan context: Owen Tree Service Inc. Employee Stock Ownership Plan

EIN 80-0334941 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$940,000

2024 Contributions

$9,425

Historical Graphs

Total Assets Over Time

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

$1,420,000$710,000$0202120232024YearValue
$940,000Latest year 2024

Participants Over Time

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

74370202120232024YearValue
61Latest 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
2024161$940,000$9,425$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,575 at 6%; with 50% employer match about $2,575 at 4% or $1,717 at 6%; with 100% employer match about $1,931 at 4% or $1,288 at 6%.
Owen Tree Service Inc. Employee Stock Ownership Plan-61$940,000$9,425$155iApproximate average salary by contribution assumption: employee only about $3,863 at 4% or $2,575 at 6%; with 50% employer match about $2,575 at 4% or $1,717 at 6%; with 100% employer match about $1,931 at 4% or $1,288 at 6%.
2023158$1,420,000$5,448$94iApproximate average salary by contribution assumption: employee only about $2,348 at 4% or $1,566 at 6%; with 50% employer match about $1,566 at 4% or $1,044 at 6%; with 100% employer match about $1,174 at 4% or $783 at 6%.
Owen Tree Service Inc. Employee Stock Ownership Plan-58$1,420,000$5,448$94iApproximate average salary by contribution assumption: employee only about $2,348 at 4% or $1,566 at 6%; with 50% employer match about $1,566 at 4% or $1,044 at 6%; with 100% employer match about $1,174 at 4% or $783 at 6%.
2022157$420,000$4,325$76iApproximate average salary by contribution assumption: employee only about $1,897 at 4% or $1,265 at 6%; with 50% employer match about $1,265 at 4% or $843 at 6%; with 100% employer match about $948 at 4% or $632 at 6%.
Owen Tree Service Inc. Employee Stock Ownership Plan-57$420,000$4,325$76iApproximate average salary by contribution assumption: employee only about $1,897 at 4% or $1,265 at 6%; with 50% employer match about $1,265 at 4% or $843 at 6%; with 100% employer match about $948 at 4% or $632 at 6%.
2021174$310,000$4,325$58iApproximate average salary by contribution assumption: employee only about $1,461 at 4% or $974 at 6%; with 50% employer match about $974 at 4% or $649 at 6%; with 100% employer match about $731 at 4% or $487 at 6%.
Owen Tree Service Inc. Employee Stock Ownership Plan-74$310,000$4,325$58iApproximate average salary by contribution assumption: employee only about $1,461 at 4% or $974 at 6%; with 50% employer match about $974 at 4% or $649 at 6%; with 100% employer match about $731 at 4% or $487 at 6%.