Om Financial Group LLC
Plan context: Om Financial Group LLC 401(K) Retirement Plan
EIN 85-4382125 • Boston, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$2,809,094
2025 Contributions
$438,542
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $2,809,094 | $438,542 | $27,409iApproximate average salary by contribution assumption: employee only about $685,222 at 4% or $456,815 at 6%; with 50% employer match about $456,815 at 4% or $304,543 at 6%; with 100% employer match about $342,611 at 4% or $228,407 at 6%. |
| Om Financial Group LLC 401(K) Retirement Plan | - | 16 | $2,809,094 | $438,542 | $27,409iApproximate average salary by contribution assumption: employee only about $685,222 at 4% or $456,815 at 6%; with 50% employer match about $456,815 at 4% or $304,543 at 6%; with 100% employer match about $342,611 at 4% or $228,407 at 6%. |
| 2024 | 1 | 20 | $2,168,047 | $477,625 | $23,881iApproximate average salary by contribution assumption: employee only about $597,031 at 4% or $398,021 at 6%; with 50% employer match about $398,021 at 4% or $265,347 at 6%; with 100% employer match about $298,516 at 4% or $199,010 at 6%. |
| Om Financial Group LLC 401(K) Retirement Plan | - | 20 | $2,168,047 | $477,625 | $23,881iApproximate average salary by contribution assumption: employee only about $597,031 at 4% or $398,021 at 6%; with 50% employer match about $398,021 at 4% or $265,347 at 6%; with 100% employer match about $298,516 at 4% or $199,010 at 6%. |
| 2023 | 1 | 18 | $1,403,492 | $301,067 | $16,726iApproximate average salary by contribution assumption: employee only about $418,149 at 4% or $278,766 at 6%; with 50% employer match about $278,766 at 4% or $185,844 at 6%; with 100% employer match about $209,074 at 4% or $139,383 at 6%. |
| Om Financial Group LLC 401(K) Retirement Plan | - | 18 | $1,403,492 | $301,067 | $16,726iApproximate average salary by contribution assumption: employee only about $418,149 at 4% or $278,766 at 6%; with 50% employer match about $278,766 at 4% or $185,844 at 6%; with 100% employer match about $209,074 at 4% or $139,383 at 6%. |
| 2022 | 1 | 13 | $888,081 | $181,601 | $13,969iApproximate average salary by contribution assumption: employee only about $349,233 at 4% or $232,822 at 6%; with 50% employer match about $232,822 at 4% or $155,215 at 6%; with 100% employer match about $174,616 at 4% or $116,411 at 6%. |
| Om Financial Group LLC 401(K) Retirement Plan | - | 13 | $888,081 | $181,601 | $13,969iApproximate average salary by contribution assumption: employee only about $349,233 at 4% or $232,822 at 6%; with 50% employer match about $232,822 at 4% or $155,215 at 6%; with 100% employer match about $174,616 at 4% or $116,411 at 6%. |