Norvel Owens Mortuary
Plan context: Norvel Owens Mortuary 401(K) Profit Sharing Plan
EIN 86-0901538 • Flagstaff, AZ • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$640,916
2024 Contributions
$127,418
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $640,916 | $127,418 | $18,203iApproximate average salary by contribution assumption: employee only about $455,064 at 4% or $303,376 at 6%; with 50% employer match about $303,376 at 4% or $202,251 at 6%; with 100% employer match about $227,532 at 4% or $151,688 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $640,916 | $127,418 | $18,203iApproximate average salary by contribution assumption: employee only about $455,064 at 4% or $303,376 at 6%; with 50% employer match about $303,376 at 4% or $202,251 at 6%; with 100% employer match about $227,532 at 4% or $151,688 at 6%. |
| 2023 | 1 | 7 | $446,179 | $114,549 | $16,364iApproximate average salary by contribution assumption: employee only about $409,104 at 4% or $272,736 at 6%; with 50% employer match about $272,736 at 4% or $181,824 at 6%; with 100% employer match about $204,552 at 4% or $136,368 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $446,179 | $114,549 | $16,364iApproximate average salary by contribution assumption: employee only about $409,104 at 4% or $272,736 at 6%; with 50% employer match about $272,736 at 4% or $181,824 at 6%; with 100% employer match about $204,552 at 4% or $136,368 at 6%. |
| 2022 | 1 | 9 | $1,012,702 | $129,716 | $14,413iApproximate average salary by contribution assumption: employee only about $360,322 at 4% or $240,215 at 6%; with 50% employer match about $240,215 at 4% or $160,143 at 6%; with 100% employer match about $180,161 at 4% or $120,107 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 9 | $1,012,702 | $129,716 | $14,413iApproximate average salary by contribution assumption: employee only about $360,322 at 4% or $240,215 at 6%; with 50% employer match about $240,215 at 4% or $160,143 at 6%; with 100% employer match about $180,161 at 4% or $120,107 at 6%. |
| 2021 | 1 | 7 | $1,040,639 | $46,146 | $6,592iApproximate average salary by contribution assumption: employee only about $164,807 at 4% or $109,871 at 6%; with 50% employer match about $109,871 at 4% or $73,248 at 6%; with 100% employer match about $82,404 at 4% or $54,936 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $1,040,639 | $46,146 | $6,592iApproximate average salary by contribution assumption: employee only about $164,807 at 4% or $109,871 at 6%; with 50% employer match about $109,871 at 4% or $73,248 at 6%; with 100% employer match about $82,404 at 4% or $54,936 at 6%. |
| 2020 | 1 | 6 | $918,514 | $152,108 | $25,351iApproximate average salary by contribution assumption: employee only about $633,783 at 4% or $422,522 at 6%; with 50% employer match about $422,522 at 4% or $281,681 at 6%; with 100% employer match about $316,892 at 4% or $211,261 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 6 | $918,514 | $152,108 | $25,351iApproximate average salary by contribution assumption: employee only about $633,783 at 4% or $422,522 at 6%; with 50% employer match about $422,522 at 4% or $281,681 at 6%; with 100% employer match about $316,892 at 4% or $211,261 at 6%. |
| 2019 | 1 | 6 | $687,573 | $147,203 | $24,534iApproximate average salary by contribution assumption: employee only about $613,346 at 4% or $408,897 at 6%; with 50% employer match about $408,897 at 4% or $272,598 at 6%; with 100% employer match about $306,673 at 4% or $204,449 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 6 | $687,573 | $147,203 | $24,534iApproximate average salary by contribution assumption: employee only about $613,346 at 4% or $408,897 at 6%; with 50% employer match about $408,897 at 4% or $272,598 at 6%; with 100% employer match about $306,673 at 4% or $204,449 at 6%. |
| 2018 | 1 | 6 | $465,765 | $138,729 | $23,122iApproximate average salary by contribution assumption: employee only about $578,038 at 4% or $385,358 at 6%; with 50% employer match about $385,358 at 4% or $256,906 at 6%; with 100% employer match about $289,019 at 4% or $192,679 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 6 | $465,765 | $138,729 | $23,122iApproximate average salary by contribution assumption: employee only about $578,038 at 4% or $385,358 at 6%; with 50% employer match about $385,358 at 4% or $256,906 at 6%; with 100% employer match about $289,019 at 4% or $192,679 at 6%. |
| 2017 | 1 | 7 | $354,566 | $111,019 | $15,860iApproximate average salary by contribution assumption: employee only about $396,496 at 4% or $264,331 at 6%; with 50% employer match about $264,331 at 4% or $176,221 at 6%; with 100% employer match about $198,248 at 4% or $132,165 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $354,566 | $111,019 | $15,860iApproximate average salary by contribution assumption: employee only about $396,496 at 4% or $264,331 at 6%; with 50% employer match about $264,331 at 4% or $176,221 at 6%; with 100% employer match about $198,248 at 4% or $132,165 at 6%. |
| 2016 | 1 | 7 | $215,862 | $125,552 | $17,936iApproximate average salary by contribution assumption: employee only about $448,400 at 4% or $298,933 at 6%; with 50% employer match about $298,933 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $215,862 | $125,552 | $17,936iApproximate average salary by contribution assumption: employee only about $448,400 at 4% or $298,933 at 6%; with 50% employer match about $298,933 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%. |
| 2015 | 1 | 7 | $84,554 | $84,554 | $12,079iApproximate average salary by contribution assumption: employee only about $301,979 at 4% or $201,319 at 6%; with 50% employer match about $201,319 at 4% or $134,213 at 6%; with 100% employer match about $150,989 at 4% or $100,660 at 6%. |
| Norvel Owens Mortuary 401(K) Profit Sharing Plan | - | 7 | $84,554 | $84,554 | $12,079iApproximate average salary by contribution assumption: employee only about $301,979 at 4% or $201,319 at 6%; with 50% employer match about $201,319 at 4% or $134,213 at 6%; with 100% employer match about $150,989 at 4% or $100,660 at 6%. |