Owen-Joseph Asset Management Corp.
Plan context: Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust
EIN 86-0679678 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$16,335
2004 Contributions
$87,775
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2003 | 1 | 0 | $16,335 | $0 | - |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 0 | $16,335 | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 1 | 11 | $587,793 | $87,775 | $7,980iApproximate average salary by contribution assumption: employee only about $199,489 at 4% or $132,992 at 6%; with 50% employer match about $132,992 at 4% or $88,662 at 6%; with 100% employer match about $99,744 at 4% or $66,496 at 6%. |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 11 | $587,793 | $87,775 | $7,980iApproximate average salary by contribution assumption: employee only about $199,489 at 4% or $132,992 at 6%; with 50% employer match about $132,992 at 4% or $88,662 at 6%; with 100% employer match about $99,744 at 4% or $66,496 at 6%. |
| 1999 | 1 | 13 | $515,504 | $72,724 | $5,594iApproximate average salary by contribution assumption: employee only about $139,854 at 4% or $93,236 at 6%; with 50% employer match about $93,236 at 4% or $62,157 at 6%; with 100% employer match about $69,927 at 4% or $46,618 at 6%. |
| Owen-Joseph Asset Management Corp. 401K Profit Sharing Plan and Trust | - | 13 | $515,504 | $72,724 | $5,594iApproximate average salary by contribution assumption: employee only about $139,854 at 4% or $93,236 at 6%; with 50% employer match about $93,236 at 4% or $62,157 at 6%; with 100% employer match about $69,927 at 4% or $46,618 at 6%. |