Civic Intelligence

Omnivest Financial Services Inc.

Plan context: Omnivest Financial Services Inc. 401K Plan & Trust

EIN 84-0902767 • Denver, CO • 24 filings • 5 plans

9185 E Kenyon Ave., Suite 250Denver, CO 80237
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$1,920,034

2022 Contributions

$40,865

Historical Graphs

Total Assets Over Time

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

$3,027,418$1,513,709$0199920112022YearValue
$1,920,034Latest year 2022

Participants Over Time

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

740199920112022YearValue
5Latest year 2022

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
202215$1,920,034$40,865$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$1,920,034$40,865$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
202115$2,637,882$27,625$5,525iApproximate average salary by contribution assumption: employee only about $138,125 at 4% or $92,083 at 6%; with 50% employer match about $92,083 at 4% or $61,389 at 6%; with 100% employer match about $69,063 at 4% or $46,042 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,637,882$27,625$5,525iApproximate average salary by contribution assumption: employee only about $138,125 at 4% or $92,083 at 6%; with 50% employer match about $92,083 at 4% or $61,389 at 6%; with 100% employer match about $69,063 at 4% or $46,042 at 6%.
202015$2,574,468$26,660$5,332iApproximate average salary by contribution assumption: employee only about $133,300 at 4% or $88,867 at 6%; with 50% employer match about $88,867 at 4% or $59,244 at 6%; with 100% employer match about $66,650 at 4% or $44,433 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,574,468$26,660$5,332iApproximate average salary by contribution assumption: employee only about $133,300 at 4% or $88,867 at 6%; with 50% employer match about $88,867 at 4% or $59,244 at 6%; with 100% employer match about $66,650 at 4% or $44,433 at 6%.
201915$2,971,552$36,529$7,306iApproximate average salary by contribution assumption: employee only about $182,645 at 4% or $121,763 at 6%; with 50% employer match about $121,763 at 4% or $81,176 at 6%; with 100% employer match about $91,323 at 4% or $60,882 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,971,552$36,529$7,306iApproximate average salary by contribution assumption: employee only about $182,645 at 4% or $121,763 at 6%; with 50% employer match about $121,763 at 4% or $81,176 at 6%; with 100% employer match about $91,323 at 4% or $60,882 at 6%.
201815$2,817,718$90,454$18,091iApproximate average salary by contribution assumption: employee only about $452,270 at 4% or $301,513 at 6%; with 50% employer match about $301,513 at 4% or $201,009 at 6%; with 100% employer match about $226,135 at 4% or $150,757 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,817,718$90,454$18,091iApproximate average salary by contribution assumption: employee only about $452,270 at 4% or $301,513 at 6%; with 50% employer match about $301,513 at 4% or $201,009 at 6%; with 100% employer match about $226,135 at 4% or $150,757 at 6%.
201715$2,814,422$112,290$22,458iApproximate average salary by contribution assumption: employee only about $561,450 at 4% or $374,300 at 6%; with 50% employer match about $374,300 at 4% or $249,533 at 6%; with 100% employer match about $280,725 at 4% or $187,150 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,814,422$112,290$22,458iApproximate average salary by contribution assumption: employee only about $561,450 at 4% or $374,300 at 6%; with 50% employer match about $374,300 at 4% or $249,533 at 6%; with 100% employer match about $280,725 at 4% or $187,150 at 6%.
201615$2,934,174$132,770$26,554iApproximate average salary by contribution assumption: employee only about $663,850 at 4% or $442,567 at 6%; with 50% employer match about $442,567 at 4% or $295,044 at 6%; with 100% employer match about $331,925 at 4% or $221,283 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,934,174$132,770$26,554iApproximate average salary by contribution assumption: employee only about $663,850 at 4% or $442,567 at 6%; with 50% employer match about $442,567 at 4% or $295,044 at 6%; with 100% employer match about $331,925 at 4% or $221,283 at 6%.
201515$2,569,902-$17,549-
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,569,902-$17,549-
201416$3,027,418$178,341$29,724iApproximate average salary by contribution assumption: employee only about $743,088 at 4% or $495,392 at 6%; with 50% employer match about $495,392 at 4% or $330,261 at 6%; with 100% employer match about $371,544 at 4% or $247,696 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-6$3,027,418$178,341$29,724iApproximate average salary by contribution assumption: employee only about $743,088 at 4% or $495,392 at 6%; with 50% employer match about $495,392 at 4% or $330,261 at 6%; with 100% employer match about $371,544 at 4% or $247,696 at 6%.
201315$2,976,496$170,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,976,496$170,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201215$2,784,542$190,001$38,000iApproximate average salary by contribution assumption: employee only about $950,005 at 4% or $633,337 at 6%; with 50% employer match about $633,337 at 4% or $422,224 at 6%; with 100% employer match about $475,002 at 4% or $316,668 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$2,784,542$190,001$38,000iApproximate average salary by contribution assumption: employee only about $950,005 at 4% or $633,337 at 6%; with 50% employer match about $633,337 at 4% or $422,224 at 6%; with 100% employer match about $475,002 at 4% or $316,668 at 6%.
201114$2,480,975$177,756$44,439iApproximate average salary by contribution assumption: employee only about $1,110,975 at 4% or $740,650 at 6%; with 50% employer match about $740,650 at 4% or $493,767 at 6%; with 100% employer match about $555,488 at 4% or $370,325 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-4$2,480,975$177,756$44,439iApproximate average salary by contribution assumption: employee only about $1,110,975 at 4% or $740,650 at 6%; with 50% employer match about $740,650 at 4% or $493,767 at 6%; with 100% employer match about $555,488 at 4% or $370,325 at 6%.
201014$2,383,946$171,356$42,839iApproximate average salary by contribution assumption: employee only about $1,070,975 at 4% or $713,983 at 6%; with 50% employer match about $713,983 at 4% or $475,989 at 6%; with 100% employer match about $535,488 at 4% or $356,992 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-4$2,383,946$171,356$42,839iApproximate average salary by contribution assumption: employee only about $1,070,975 at 4% or $713,983 at 6%; with 50% employer match about $713,983 at 4% or $475,989 at 6%; with 100% employer match about $535,488 at 4% or $356,992 at 6%.
200914$1,971,320$160,152$40,038iApproximate average salary by contribution assumption: employee only about $1,000,950 at 4% or $667,300 at 6%; with 50% employer match about $667,300 at 4% or $444,867 at 6%; with 100% employer match about $500,475 at 4% or $333,650 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-4$1,971,320$160,152$40,038iApproximate average salary by contribution assumption: employee only about $1,000,950 at 4% or $667,300 at 6%; with 50% employer match about $667,300 at 4% or $444,867 at 6%; with 100% employer match about $500,475 at 4% or $333,650 at 6%.
200810$1,439,128$168,360-
Omnivest Financial Services Inc. 401K Plan & Trust-0$1,439,128$168,360-
200715$1,601,717$170,166$34,033iApproximate average salary by contribution assumption: employee only about $850,830 at 4% or $567,220 at 6%; with 50% employer match about $567,220 at 4% or $378,147 at 6%; with 100% employer match about $425,415 at 4% or $283,610 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$1,601,717$170,166$34,033iApproximate average salary by contribution assumption: employee only about $850,830 at 4% or $567,220 at 6%; with 50% employer match about $567,220 at 4% or $378,147 at 6%; with 100% employer match about $425,415 at 4% or $283,610 at 6%.
200615$1,258,086$166,175$33,235iApproximate average salary by contribution assumption: employee only about $830,875 at 4% or $553,917 at 6%; with 50% employer match about $553,917 at 4% or $369,278 at 6%; with 100% employer match about $415,438 at 4% or $276,958 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$1,258,086$166,175$33,235iApproximate average salary by contribution assumption: employee only about $830,875 at 4% or $553,917 at 6%; with 50% employer match about $553,917 at 4% or $369,278 at 6%; with 100% employer match about $415,438 at 4% or $276,958 at 6%.
200515$1,010,756$157,740$31,548iApproximate average salary by contribution assumption: employee only about $788,700 at 4% or $525,800 at 6%; with 50% employer match about $525,800 at 4% or $350,533 at 6%; with 100% employer match about $394,350 at 4% or $262,900 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$1,010,756$157,740$31,548iApproximate average salary by contribution assumption: employee only about $788,700 at 4% or $525,800 at 6%; with 50% employer match about $525,800 at 4% or $350,533 at 6%; with 100% employer match about $394,350 at 4% or $262,900 at 6%.
200415$820,201$141,997$28,399iApproximate average salary by contribution assumption: employee only about $709,985 at 4% or $473,323 at 6%; with 50% employer match about $473,323 at 4% or $315,549 at 6%; with 100% employer match about $354,993 at 4% or $236,662 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$820,201$141,997$28,399iApproximate average salary by contribution assumption: employee only about $709,985 at 4% or $473,323 at 6%; with 50% employer match about $473,323 at 4% or $315,549 at 6%; with 100% employer match about $354,993 at 4% or $236,662 at 6%.
200315$654,898$129,217$25,843iApproximate average salary by contribution assumption: employee only about $646,085 at 4% or $430,723 at 6%; with 50% employer match about $430,723 at 4% or $287,149 at 6%; with 100% employer match about $323,043 at 4% or $215,362 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-5$654,898$129,217$25,843iApproximate average salary by contribution assumption: employee only about $646,085 at 4% or $430,723 at 6%; with 50% employer match about $430,723 at 4% or $287,149 at 6%; with 100% employer match about $323,043 at 4% or $215,362 at 6%.
200216$433,602$109,235$18,206iApproximate average salary by contribution assumption: employee only about $455,146 at 4% or $303,431 at 6%; with 50% employer match about $303,431 at 4% or $202,287 at 6%; with 100% employer match about $227,573 at 4% or $151,715 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-6$433,602$109,235$18,206iApproximate average salary by contribution assumption: employee only about $455,146 at 4% or $303,431 at 6%; with 50% employer match about $303,431 at 4% or $202,287 at 6%; with 100% employer match about $227,573 at 4% or $151,715 at 6%.
200117$0$0-
Omnivest Financial Services Inc. 401K Plan & Trust-7---
200017$307,121$90,492$12,927iApproximate average salary by contribution assumption: employee only about $323,186 at 4% or $215,457 at 6%; with 50% employer match about $215,457 at 4% or $143,638 at 6%; with 100% employer match about $161,593 at 4% or $107,729 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-7$307,121$90,492$12,927iApproximate average salary by contribution assumption: employee only about $323,186 at 4% or $215,457 at 6%; with 50% employer match about $215,457 at 4% or $143,638 at 6%; with 100% employer match about $161,593 at 4% or $107,729 at 6%.
199917$200,727$79,242$11,320iApproximate average salary by contribution assumption: employee only about $283,007 at 4% or $188,671 at 6%; with 50% employer match about $188,671 at 4% or $125,781 at 6%; with 100% employer match about $141,504 at 4% or $94,336 at 6%.
Omnivest Financial Services Inc. 401K Plan & Trust-7$200,727$79,242$11,320iApproximate average salary by contribution assumption: employee only about $283,007 at 4% or $188,671 at 6%; with 50% employer match about $188,671 at 4% or $125,781 at 6%; with 100% employer match about $141,504 at 4% or $94,336 at 6%.