Civic Intelligence

Oz Collaborative

Plan context: Oz Collaborative 401(K) Profit Sharing Plan & Trust

EIN 83-4442430 • Philadelphia, PA • 6 filings • 2 plans

4818 Baltimore AvePhiladelphia, PA 19143-3419
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$946,362

2025 Contributions

$161,144

Historical Graphs

Total Assets Over Time

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

$988,172$494,086$0202020232025YearValue
$946,362Latest year 2025

Participants Over Time

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

1580202020232025YearValue
14Latest year 2025

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
2025114$946,362$161,144$11,510iApproximate average salary by contribution assumption: employee only about $287,757 at 4% or $191,838 at 6%; with 50% employer match about $191,838 at 4% or $127,892 at 6%; with 100% employer match about $143,879 at 4% or $95,919 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-14$946,362$161,144$11,510iApproximate average salary by contribution assumption: employee only about $287,757 at 4% or $191,838 at 6%; with 50% employer match about $191,838 at 4% or $127,892 at 6%; with 100% employer match about $143,879 at 4% or $95,919 at 6%.
2024114$988,172$159,317$11,380iApproximate average salary by contribution assumption: employee only about $284,495 at 4% or $189,663 at 6%; with 50% employer match about $189,663 at 4% or $126,442 at 6%; with 100% employer match about $142,247 at 4% or $94,832 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-14$988,172$159,317$11,380iApproximate average salary by contribution assumption: employee only about $284,495 at 4% or $189,663 at 6%; with 50% employer match about $189,663 at 4% or $126,442 at 6%; with 100% employer match about $142,247 at 4% or $94,832 at 6%.
2023115$742,131$145,907$9,727iApproximate average salary by contribution assumption: employee only about $243,178 at 4% or $162,119 at 6%; with 50% employer match about $162,119 at 4% or $108,079 at 6%; with 100% employer match about $121,589 at 4% or $81,059 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-15$742,131$145,907$9,727iApproximate average salary by contribution assumption: employee only about $243,178 at 4% or $162,119 at 6%; with 50% employer match about $162,119 at 4% or $108,079 at 6%; with 100% employer match about $121,589 at 4% or $81,059 at 6%.
2022113$496,886$133,422$10,263iApproximate average salary by contribution assumption: employee only about $256,581 at 4% or $171,054 at 6%; with 50% employer match about $171,054 at 4% or $114,036 at 6%; with 100% employer match about $128,290 at 4% or $85,527 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-13$496,886$133,422$10,263iApproximate average salary by contribution assumption: employee only about $256,581 at 4% or $171,054 at 6%; with 50% employer match about $171,054 at 4% or $114,036 at 6%; with 100% employer match about $128,290 at 4% or $85,527 at 6%.
202119$445,727$104,325$11,592iApproximate average salary by contribution assumption: employee only about $289,792 at 4% or $193,194 at 6%; with 50% employer match about $193,194 at 4% or $128,796 at 6%; with 100% employer match about $144,896 at 4% or $96,597 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-9$445,727$104,325$11,592iApproximate average salary by contribution assumption: employee only about $289,792 at 4% or $193,194 at 6%; with 50% employer match about $193,194 at 4% or $128,796 at 6%; with 100% employer match about $144,896 at 4% or $96,597 at 6%.
202018$305,663$283,340$35,418iApproximate average salary by contribution assumption: employee only about $885,438 at 4% or $590,292 at 6%; with 50% employer match about $590,292 at 4% or $393,528 at 6%; with 100% employer match about $442,719 at 4% or $295,146 at 6%.
Oz Collaborative 401(K) Profit Sharing Plan & Trust-8$305,663$283,340$35,418iApproximate average salary by contribution assumption: employee only about $885,438 at 4% or $590,292 at 6%; with 50% employer match about $590,292 at 4% or $393,528 at 6%; with 100% employer match about $442,719 at 4% or $295,146 at 6%.