Oxendale & Associates Inc
Plan context: Oxendale & Associates Inc. 401(K) Plan
EIN 86-0512737 • Cottonwood, AZ • 29 filings • 10 plans
Current Snapshot
Latest Year
2025
2025 Participants
36
2025 Assets
$1,583,865
2025 Contributions
$163,357
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 | 36 | $1,583,865 | $163,357 | $4,538iApproximate average salary by contribution assumption: employee only about $113,442 at 4% or $75,628 at 6%; with 50% employer match about $75,628 at 4% or $50,419 at 6%; with 100% employer match about $56,721 at 4% or $37,814 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 36 | $1,583,865 | $163,357 | $4,538iApproximate average salary by contribution assumption: employee only about $113,442 at 4% or $75,628 at 6%; with 50% employer match about $75,628 at 4% or $50,419 at 6%; with 100% employer match about $56,721 at 4% or $37,814 at 6%. |
| 2024 | 1 | 41 | $1,672,603 | $195,756 | $4,775iApproximate average salary by contribution assumption: employee only about $119,363 at 4% or $79,576 at 6%; with 50% employer match about $79,576 at 4% or $53,050 at 6%; with 100% employer match about $59,682 at 4% or $39,788 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 41 | $1,672,603 | $195,756 | $4,775iApproximate average salary by contribution assumption: employee only about $119,363 at 4% or $79,576 at 6%; with 50% employer match about $79,576 at 4% or $53,050 at 6%; with 100% employer match about $59,682 at 4% or $39,788 at 6%. |
| 2023 | 1 | 40 | $1,678,949 | $196,778 | $4,919iApproximate average salary by contribution assumption: employee only about $122,986 at 4% or $81,991 at 6%; with 50% employer match about $81,991 at 4% or $54,661 at 6%; with 100% employer match about $61,493 at 4% or $40,995 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 40 | $1,678,949 | $196,778 | $4,919iApproximate average salary by contribution assumption: employee only about $122,986 at 4% or $81,991 at 6%; with 50% employer match about $81,991 at 4% or $54,661 at 6%; with 100% employer match about $61,493 at 4% or $40,995 at 6%. |
| 2022 | 1 | 35 | $1,516,250 | $352,984 | $10,085iApproximate average salary by contribution assumption: employee only about $252,131 at 4% or $168,088 at 6%; with 50% employer match about $168,088 at 4% or $112,058 at 6%; with 100% employer match about $126,066 at 4% or $84,044 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 35 | $1,516,250 | $352,984 | $10,085iApproximate average salary by contribution assumption: employee only about $252,131 at 4% or $168,088 at 6%; with 50% employer match about $168,088 at 4% or $112,058 at 6%; with 100% employer match about $126,066 at 4% or $84,044 at 6%. |
| 2021 | 1 | 34 | $1,537,350 | $328,961 | $9,675iApproximate average salary by contribution assumption: employee only about $241,883 at 4% or $161,255 at 6%; with 50% employer match about $161,255 at 4% or $107,504 at 6%; with 100% employer match about $120,942 at 4% or $80,628 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 34 | $1,537,350 | $328,961 | $9,675iApproximate average salary by contribution assumption: employee only about $241,883 at 4% or $161,255 at 6%; with 50% employer match about $161,255 at 4% or $107,504 at 6%; with 100% employer match about $120,942 at 4% or $80,628 at 6%. |
| 2020 | 1 | 39 | $1,269,373 | $176,931 | $4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,612 at 6%; with 50% employer match about $75,612 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 39 | $1,269,373 | $176,931 | $4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,612 at 6%; with 50% employer match about $75,612 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%. |
| 2019 | 1 | 34 | $1,028,069 | $132,589 | $3,900iApproximate average salary by contribution assumption: employee only about $97,492 at 4% or $64,995 at 6%; with 50% employer match about $64,995 at 4% or $43,330 at 6%; with 100% employer match about $48,746 at 4% or $32,497 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 34 | $1,028,069 | $132,589 | $3,900iApproximate average salary by contribution assumption: employee only about $97,492 at 4% or $64,995 at 6%; with 50% employer match about $64,995 at 4% or $43,330 at 6%; with 100% employer match about $48,746 at 4% or $32,497 at 6%. |
| 2018 | 1 | 34 | $1,015,702 | $88,972 | $2,617iApproximate average salary by contribution assumption: employee only about $65,421 at 4% or $43,614 at 6%; with 50% employer match about $43,614 at 4% or $29,076 at 6%; with 100% employer match about $32,710 at 4% or $21,807 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 34 | $1,015,702 | $88,972 | $2,617iApproximate average salary by contribution assumption: employee only about $65,421 at 4% or $43,614 at 6%; with 50% employer match about $43,614 at 4% or $29,076 at 6%; with 100% employer match about $32,710 at 4% or $21,807 at 6%. |
| 2017 | 1 | 38 | $996,077 | $94,430 | $2,485iApproximate average salary by contribution assumption: employee only about $62,125 at 4% or $41,417 at 6%; with 50% employer match about $41,417 at 4% or $27,611 at 6%; with 100% employer match about $31,063 at 4% or $20,708 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 38 | $996,077 | $94,430 | $2,485iApproximate average salary by contribution assumption: employee only about $62,125 at 4% or $41,417 at 6%; with 50% employer match about $41,417 at 4% or $27,611 at 6%; with 100% employer match about $31,063 at 4% or $20,708 at 6%. |
| 2016 | 1 | 39 | $833,474 | $119,063 | $3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,882 at 6%; with 50% employer match about $50,882 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 39 | $833,474 | $119,063 | $3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,882 at 6%; with 50% employer match about $50,882 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%. |
| 2015 | 1 | 40 | $664,568 | $90,523 | $2,263iApproximate average salary by contribution assumption: employee only about $56,577 at 4% or $37,718 at 6%; with 50% employer match about $37,718 at 4% or $25,145 at 6%; with 100% employer match about $28,288 at 4% or $18,859 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 40 | $664,568 | $90,523 | $2,263iApproximate average salary by contribution assumption: employee only about $56,577 at 4% or $37,718 at 6%; with 50% employer match about $37,718 at 4% or $25,145 at 6%; with 100% employer match about $28,288 at 4% or $18,859 at 6%. |
| 2014 | 1 | 36 | $603,518 | $54,621 | $1,517iApproximate average salary by contribution assumption: employee only about $37,931 at 4% or $25,288 at 6%; with 50% employer match about $25,288 at 4% or $16,858 at 6%; with 100% employer match about $18,966 at 4% or $12,644 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 36 | $603,518 | $54,621 | $1,517iApproximate average salary by contribution assumption: employee only about $37,931 at 4% or $25,288 at 6%; with 50% employer match about $25,288 at 4% or $16,858 at 6%; with 100% employer match about $18,966 at 4% or $12,644 at 6%. |
| 2013 | 1 | 31 | $619,449 | $51,869 | $1,673iApproximate average salary by contribution assumption: employee only about $41,830 at 4% or $27,887 at 6%; with 50% employer match about $27,887 at 4% or $18,591 at 6%; with 100% employer match about $20,915 at 4% or $13,943 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 31 | $619,449 | $51,869 | $1,673iApproximate average salary by contribution assumption: employee only about $41,830 at 4% or $27,887 at 6%; with 50% employer match about $27,887 at 4% or $18,591 at 6%; with 100% employer match about $20,915 at 4% or $13,943 at 6%. |
| 2012 | 1 | 30 | $651,803 | $49,028 | $1,634iApproximate average salary by contribution assumption: employee only about $40,857 at 4% or $27,238 at 6%; with 50% employer match about $27,238 at 4% or $18,159 at 6%; with 100% employer match about $20,428 at 4% or $13,619 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 30 | $651,803 | $49,028 | $1,634iApproximate average salary by contribution assumption: employee only about $40,857 at 4% or $27,238 at 6%; with 50% employer match about $27,238 at 4% or $18,159 at 6%; with 100% employer match about $20,428 at 4% or $13,619 at 6%. |
| 2011 | 1 | 35 | $543,641 | $41,362 | $1,182iApproximate average salary by contribution assumption: employee only about $29,544 at 4% or $19,696 at 6%; with 50% employer match about $19,696 at 4% or $13,131 at 6%; with 100% employer match about $14,772 at 4% or $9,848 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 35 | $543,641 | $41,362 | $1,182iApproximate average salary by contribution assumption: employee only about $29,544 at 4% or $19,696 at 6%; with 50% employer match about $19,696 at 4% or $13,131 at 6%; with 100% employer match about $14,772 at 4% or $9,848 at 6%. |
| 2010 | 1 | 30 | $508,816 | $22,646 | $755iApproximate average salary by contribution assumption: employee only about $18,872 at 4% or $12,581 at 6%; with 50% employer match about $12,581 at 4% or $8,387 at 6%; with 100% employer match about $9,436 at 4% or $6,291 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 30 | $508,816 | $22,646 | $755iApproximate average salary by contribution assumption: employee only about $18,872 at 4% or $12,581 at 6%; with 50% employer match about $12,581 at 4% or $8,387 at 6%; with 100% employer match about $9,436 at 4% or $6,291 at 6%. |
| 2009 | 1 | 38 | $442,787 | $20,937 | $551iApproximate average salary by contribution assumption: employee only about $13,774 at 4% or $9,183 at 6%; with 50% employer match about $9,183 at 4% or $6,122 at 6%; with 100% employer match about $6,887 at 4% or $4,591 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 38 | $442,787 | $20,937 | $551iApproximate average salary by contribution assumption: employee only about $13,774 at 4% or $9,183 at 6%; with 50% employer match about $9,183 at 4% or $6,122 at 6%; with 100% employer match about $6,887 at 4% or $4,591 at 6%. |
| 2008 | 1 | 39 | $380,575 | $99,892 | $2,561iApproximate average salary by contribution assumption: employee only about $64,033 at 4% or $42,689 at 6%; with 50% employer match about $42,689 at 4% or $28,459 at 6%; with 100% employer match about $32,017 at 4% or $21,344 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 39 | $380,575 | $99,892 | $2,561iApproximate average salary by contribution assumption: employee only about $64,033 at 4% or $42,689 at 6%; with 50% employer match about $42,689 at 4% or $28,459 at 6%; with 100% employer match about $32,017 at 4% or $21,344 at 6%. |
| 2007 | 1 | 51 | $519,832 | $115,987 | $2,274iApproximate average salary by contribution assumption: employee only about $56,856 at 4% or $37,904 at 6%; with 50% employer match about $37,904 at 4% or $25,269 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 51 | $519,832 | $115,987 | $2,274iApproximate average salary by contribution assumption: employee only about $56,856 at 4% or $37,904 at 6%; with 50% employer match about $37,904 at 4% or $25,269 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%. |
| 2006 | 1 | 41 | $412,479 | $87,731 | $2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 41 | $412,479 | $87,731 | $2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%. |
| 2005 | 1 | 41 | $320,011 | $73,738 | $1,798iApproximate average salary by contribution assumption: employee only about $44,962 at 4% or $29,975 at 6%; with 50% employer match about $29,975 at 4% or $19,983 at 6%; with 100% employer match about $22,481 at 4% or $14,987 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 41 | $320,011 | $73,738 | $1,798iApproximate average salary by contribution assumption: employee only about $44,962 at 4% or $29,975 at 6%; with 50% employer match about $29,975 at 4% or $19,983 at 6%; with 100% employer match about $22,481 at 4% or $14,987 at 6%. |
| 2004 | 2 | 42 | $249,209 | $60,979 | $1,452iApproximate average salary by contribution assumption: employee only about $36,297 at 4% or $24,198 at 6%; with 50% employer match about $24,198 at 4% or $16,132 at 6%; with 100% employer match about $18,149 at 4% or $12,099 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 42 | $249,209 | $60,979 | $1,452iApproximate average salary by contribution assumption: employee only about $36,297 at 4% or $24,198 at 6%; with 50% employer match about $24,198 at 4% or $16,132 at 6%; with 100% employer match about $18,149 at 4% or $12,099 at 6%. |
| OXENDALE & ASSOC INC PREMIUM ONLY PLAN | - | 38 | - | - | - |
| 2003 | 2 | 42 | $182,295 | $46,556 | $1,108iApproximate average salary by contribution assumption: employee only about $27,712 at 4% or $18,475 at 6%; with 50% employer match about $18,475 at 4% or $12,316 at 6%; with 100% employer match about $13,856 at 4% or $9,237 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 39 | $182,295 | $46,556 | $1,194iApproximate average salary by contribution assumption: employee only about $29,844 at 4% or $19,896 at 6%; with 50% employer match about $19,896 at 4% or $13,264 at 6%; with 100% employer match about $14,922 at 4% or $9,948 at 6%. |
| OXENDALE & ASSOC INC PREMIUM ONLY PLAN | - | 42 | - | - | - |
| 2002 | 2 | 43 | $110,497 | $48,550 | $1,129iApproximate average salary by contribution assumption: employee only about $28,227 at 4% or $18,818 at 6%; with 50% employer match about $18,818 at 4% or $12,545 at 6%; with 100% employer match about $14,113 at 4% or $9,409 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 43 | $110,497 | $48,550 | $1,129iApproximate average salary by contribution assumption: employee only about $28,227 at 4% or $18,818 at 6%; with 50% employer match about $18,818 at 4% or $12,545 at 6%; with 100% employer match about $14,113 at 4% or $9,409 at 6%. |
| OXENDALE & ASSOC INC PREMIUM ONLY PLAN | - | 0 | - | - | - |
| 2001 | 1 | 37 | $77,488 | $61,274 | $1,656iApproximate average salary by contribution assumption: employee only about $41,401 at 4% or $27,601 at 6%; with 50% employer match about $27,601 at 4% or $18,401 at 6%; with 100% employer match about $20,701 at 4% or $13,800 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 37 | $77,488 | $61,274 | $1,656iApproximate average salary by contribution assumption: employee only about $41,401 at 4% or $27,601 at 6%; with 50% employer match about $27,601 at 4% or $18,401 at 6%; with 100% employer match about $20,701 at 4% or $13,800 at 6%. |
| 2000 | 1 | 38 | $37,648 | $38,843 | $1,022iApproximate average salary by contribution assumption: employee only about $25,555 at 4% or $17,036 at 6%; with 50% employer match about $17,036 at 4% or $11,358 at 6%; with 100% employer match about $12,777 at 4% or $8,518 at 6%. |
| Oxendale & Associates Inc. 401(K) Plan | - | 38 | $37,648 | $38,843 | $1,022iApproximate average salary by contribution assumption: employee only about $25,555 at 4% or $17,036 at 6%; with 50% employer match about $17,036 at 4% or $11,358 at 6%; with 100% employer match about $12,777 at 4% or $8,518 at 6%. |