Civic Intelligence

Ochterbeck Firm LLC

Plan context: Ochterbeck Firm LLC 401(K) Plan

EIN 81-0692686 • Plano, TX • 10 filings • 1 plans

5172 Village Creek Drive Suite 104Plano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$556,657

2024 Contributions

$45,811

Historical Graphs

Total Assets Over Time

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

$670,258$335,129$0201520192023YearValue
$556,657Latest year 2023

Participants Over Time

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

530201520192023YearValue
2Latest year 2023

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
202410$0$45,811-
Ochterbeck Firm LLC 401(K) Plan-0$0$45,811-
202312$556,657$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Ochterbeck Firm LLC 401(K) Plan-2$556,657$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202212$540,726$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Ochterbeck Firm LLC 401(K) Plan-2$540,726$81,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
202114$572,053$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Ochterbeck Firm LLC 401(K) Plan-4$572,053$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202014$419,515$49,549$12,387iApproximate average salary by contribution assumption: employee only about $309,681 at 4% or $206,454 at 6%; with 50% employer match about $206,454 at 4% or $137,636 at 6%; with 100% employer match about $154,841 at 4% or $103,227 at 6%.
Ochterbeck Firm LLC 401(K) Plan-4$419,515$49,549$12,387iApproximate average salary by contribution assumption: employee only about $309,681 at 4% or $206,454 at 6%; with 50% employer match about $206,454 at 4% or $137,636 at 6%; with 100% employer match about $154,841 at 4% or $103,227 at 6%.
201915$501,379$57,070$11,414iApproximate average salary by contribution assumption: employee only about $285,350 at 4% or $190,233 at 6%; with 50% employer match about $190,233 at 4% or $126,822 at 6%; with 100% employer match about $142,675 at 4% or $95,117 at 6%.
Ochterbeck Firm LLC 401(K) Plan-5$501,379$57,070$11,414iApproximate average salary by contribution assumption: employee only about $285,350 at 4% or $190,233 at 6%; with 50% employer match about $190,233 at 4% or $126,822 at 6%; with 100% employer match about $142,675 at 4% or $95,117 at 6%.
201815$360,707$59,600$11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%.
Ochterbeck Firm LLC 401(K) Plan-5$360,707$59,600$11,920iApproximate average salary by contribution assumption: employee only about $298,000 at 4% or $198,667 at 6%; with 50% employer match about $198,667 at 4% or $132,444 at 6%; with 100% employer match about $149,000 at 4% or $99,333 at 6%.
201715$670,258$61,655$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
Ochterbeck Firm LLC 401(K) Plan-5$670,258$61,655$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
201615$537,129$65,649$13,130iApproximate average salary by contribution assumption: employee only about $328,245 at 4% or $218,830 at 6%; with 50% employer match about $218,830 at 4% or $145,887 at 6%; with 100% employer match about $164,123 at 4% or $109,415 at 6%.
Ochterbeck Firm LLC 401(K) Plan-5$537,129$65,649$13,130iApproximate average salary by contribution assumption: employee only about $328,245 at 4% or $218,830 at 6%; with 50% employer match about $218,830 at 4% or $145,887 at 6%; with 100% employer match about $164,123 at 4% or $109,415 at 6%.
201515$460,854$46,760$9,352iApproximate average salary by contribution assumption: employee only about $233,800 at 4% or $155,867 at 6%; with 50% employer match about $155,867 at 4% or $103,911 at 6%; with 100% employer match about $116,900 at 4% or $77,933 at 6%.
Ochterbeck Firm LLC 401(K) Plan-5$460,854$46,760$9,352iApproximate average salary by contribution assumption: employee only about $233,800 at 4% or $155,867 at 6%; with 50% employer match about $155,867 at 4% or $103,911 at 6%; with 100% employer match about $116,900 at 4% or $77,933 at 6%.