Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$213,969
2024 Contributions
$2,709
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $213,969 | $2,709 | $1,355iApproximate average salary by contribution assumption: employee only about $33,863 at 4% or $22,575 at 6%; with 50% employer match about $22,575 at 4% or $15,050 at 6%; with 100% employer match about $16,931 at 4% or $11,288 at 6%. |
| O'Kaloe Retirement Plan | - | 2 | $213,969 | $2,709 | $1,355iApproximate average salary by contribution assumption: employee only about $33,863 at 4% or $22,575 at 6%; with 50% employer match about $22,575 at 4% or $15,050 at 6%; with 100% employer match about $16,931 at 4% or $11,288 at 6%. |
| 2023 | 1 | 2 | $310,590 | $3,900 | $1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%. |
| O'Kaloe Retirement Plan | - | 2 | $310,590 | $3,900 | $1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%. |
| 2022 | 1 | 2 | $246,252 | $3,506 | $1,753iApproximate average salary by contribution assumption: employee only about $43,825 at 4% or $29,217 at 6%; with 50% employer match about $29,217 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,608 at 6%. |
| O'Kaloe Retirement Plan | - | 2 | $246,252 | $3,506 | $1,753iApproximate average salary by contribution assumption: employee only about $43,825 at 4% or $29,217 at 6%; with 50% employer match about $29,217 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,608 at 6%. |
| 2021 | 1 | 2 | $122,862 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| O'Kaloe Retirement Plan | - | 2 | $122,862 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2020 | 1 | 1 | $71,828 | $1,022 | $1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%. |
| O'Kaloe Retirement Plan | - | 1 | $71,828 | $1,022 | $1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%. |
| 2019 | 1 | 1 | $52,806 | $806 | $806iApproximate average salary by contribution assumption: employee only about $20,150 at 4% or $13,433 at 6%; with 50% employer match about $13,433 at 4% or $8,956 at 6%; with 100% employer match about $10,075 at 4% or $6,717 at 6%. |
| O'Kaloe Retirement Plan | - | 1 | $52,806 | $806 | $806iApproximate average salary by contribution assumption: employee only about $20,150 at 4% or $13,433 at 6%; with 50% employer match about $13,433 at 4% or $8,956 at 6%; with 100% employer match about $10,075 at 4% or $6,717 at 6%. |
| 2018 | 1 | 2 | $20,001 | $0 | - |
| O'Kaloe Retirement Plan | - | 2 | $20,001 | - | - |
| 2017 | 1 | 1 | $20,000 | $78,105 | $78,105iApproximate average salary by contribution assumption: employee only about $1,952,625 at 4% or $1,301,750 at 6%; with 50% employer match about $1,301,750 at 4% or $867,833 at 6%; with 100% employer match about $976,313 at 4% or $650,875 at 6%. |
| O'Kaloe Retirement Plan | - | 1 | $20,000 | $78,105 | $78,105iApproximate average salary by contribution assumption: employee only about $1,952,625 at 4% or $1,301,750 at 6%; with 50% employer match about $1,301,750 at 4% or $867,833 at 6%; with 100% employer match about $976,313 at 4% or $650,875 at 6%. |
| 2016 | 1 | 1 | $0 | $0 | - |
| O'Kaloe Retirement Plan | - | 1 | - | - | - |