Kerry a Okelberry, Od PC
Plan context: Kerry a Okelberry Od PC Retirement Plan Trust
EIN 87-0513901 • West Jordan, UT • 27 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
8
2022 Assets
$1,408,187
2022 Contributions
$25,565
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $25,565 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 0 | - | $25,565 | - |
| 2021 | 1 | 8 | $1,408,187 | $42,264 | $5,283iApproximate average salary by contribution assumption: employee only about $132,075 at 4% or $88,050 at 6%; with 50% employer match about $88,050 at 4% or $58,700 at 6%; with 100% employer match about $66,038 at 4% or $44,025 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 8 | $1,408,187 | $42,264 | $5,283iApproximate average salary by contribution assumption: employee only about $132,075 at 4% or $88,050 at 6%; with 50% employer match about $88,050 at 4% or $58,700 at 6%; with 100% employer match about $66,038 at 4% or $44,025 at 6%. |
| 2020 | 1 | 9 | $1,523,705 | $31,706 | $3,523iApproximate average salary by contribution assumption: employee only about $88,072 at 4% or $58,715 at 6%; with 50% employer match about $58,715 at 4% or $39,143 at 6%; with 100% employer match about $44,036 at 4% or $29,357 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,523,705 | $31,706 | $3,523iApproximate average salary by contribution assumption: employee only about $88,072 at 4% or $58,715 at 6%; with 50% employer match about $58,715 at 4% or $39,143 at 6%; with 100% employer match about $44,036 at 4% or $29,357 at 6%. |
| 2019 | 1 | 9 | $1,318,837 | $32,464 | $3,607iApproximate average salary by contribution assumption: employee only about $90,178 at 4% or $60,119 at 6%; with 50% employer match about $60,119 at 4% or $40,079 at 6%; with 100% employer match about $45,089 at 4% or $30,059 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,318,837 | $32,464 | $3,607iApproximate average salary by contribution assumption: employee only about $90,178 at 4% or $60,119 at 6%; with 50% employer match about $60,119 at 4% or $40,079 at 6%; with 100% employer match about $45,089 at 4% or $30,059 at 6%. |
| 2018 | 1 | 9 | $1,342,579 | $44,796 | $4,977iApproximate average salary by contribution assumption: employee only about $124,433 at 4% or $82,956 at 6%; with 50% employer match about $82,956 at 4% or $55,304 at 6%; with 100% employer match about $62,217 at 4% or $41,478 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,342,579 | $44,796 | $4,977iApproximate average salary by contribution assumption: employee only about $124,433 at 4% or $82,956 at 6%; with 50% employer match about $82,956 at 4% or $55,304 at 6%; with 100% employer match about $62,217 at 4% or $41,478 at 6%. |
| 2017 | 1 | 10 | $1,568,481 | $56,835 | $5,684iApproximate average salary by contribution assumption: employee only about $142,088 at 4% or $94,725 at 6%; with 50% employer match about $94,725 at 4% or $63,150 at 6%; with 100% employer match about $71,044 at 4% or $47,363 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 10 | $1,568,481 | $56,835 | $5,684iApproximate average salary by contribution assumption: employee only about $142,088 at 4% or $94,725 at 6%; with 50% employer match about $94,725 at 4% or $63,150 at 6%; with 100% employer match about $71,044 at 4% or $47,363 at 6%. |
| 2016 | 1 | 9 | $1,449,800 | $53,394 | $5,933iApproximate average salary by contribution assumption: employee only about $148,317 at 4% or $98,878 at 6%; with 50% employer match about $98,878 at 4% or $65,919 at 6%; with 100% employer match about $74,158 at 4% or $49,439 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,449,800 | $53,394 | $5,933iApproximate average salary by contribution assumption: employee only about $148,317 at 4% or $98,878 at 6%; with 50% employer match about $98,878 at 4% or $65,919 at 6%; with 100% employer match about $74,158 at 4% or $49,439 at 6%. |
| 2015 | 1 | 9 | $1,337,991 | $52,054 | $5,784iApproximate average salary by contribution assumption: employee only about $144,594 at 4% or $96,396 at 6%; with 50% employer match about $96,396 at 4% or $64,264 at 6%; with 100% employer match about $72,297 at 4% or $48,198 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,337,991 | $52,054 | $5,784iApproximate average salary by contribution assumption: employee only about $144,594 at 4% or $96,396 at 6%; with 50% employer match about $96,396 at 4% or $64,264 at 6%; with 100% employer match about $72,297 at 4% or $48,198 at 6%. |
| 2014 | 1 | 9 | $1,274,089 | $50,802 | $5,645iApproximate average salary by contribution assumption: employee only about $141,117 at 4% or $94,078 at 6%; with 50% employer match about $94,078 at 4% or $62,719 at 6%; with 100% employer match about $70,558 at 4% or $47,039 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | $1,274,089 | $50,802 | $5,645iApproximate average salary by contribution assumption: employee only about $141,117 at 4% or $94,078 at 6%; with 50% employer match about $94,078 at 4% or $62,719 at 6%; with 100% employer match about $70,558 at 4% or $47,039 at 6%. |
| 2012 | 1 | 8 | $991,592 | $42,814 | $5,352iApproximate average salary by contribution assumption: employee only about $133,794 at 4% or $89,196 at 6%; with 50% employer match about $89,196 at 4% or $59,464 at 6%; with 100% employer match about $66,897 at 4% or $44,598 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 8 | $991,592 | $42,814 | $5,352iApproximate average salary by contribution assumption: employee only about $133,794 at 4% or $89,196 at 6%; with 50% employer match about $89,196 at 4% or $59,464 at 6%; with 100% employer match about $66,897 at 4% or $44,598 at 6%. |
| 2011 | 1 | 8 | $869,205 | $43,759 | $5,470iApproximate average salary by contribution assumption: employee only about $136,747 at 4% or $91,165 at 6%; with 50% employer match about $91,165 at 4% or $60,776 at 6%; with 100% employer match about $68,373 at 4% or $45,582 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 8 | $869,205 | $43,759 | $5,470iApproximate average salary by contribution assumption: employee only about $136,747 at 4% or $91,165 at 6%; with 50% employer match about $91,165 at 4% or $60,776 at 6%; with 100% employer match about $68,373 at 4% or $45,582 at 6%. |
| 2010 | 1 | 8 | $818,694 | $50,105 | $6,263iApproximate average salary by contribution assumption: employee only about $156,578 at 4% or $104,385 at 6%; with 50% employer match about $104,385 at 4% or $69,590 at 6%; with 100% employer match about $78,289 at 4% or $52,193 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 8 | $818,694 | $50,105 | $6,263iApproximate average salary by contribution assumption: employee only about $156,578 at 4% or $104,385 at 6%; with 50% employer match about $104,385 at 4% or $69,590 at 6%; with 100% employer match about $78,289 at 4% or $52,193 at 6%. |
| 2009 | 1 | 8 | $692,352 | $56,079 | $7,010iApproximate average salary by contribution assumption: employee only about $175,247 at 4% or $116,831 at 6%; with 50% employer match about $116,831 at 4% or $77,888 at 6%; with 100% employer match about $87,623 at 4% or $58,416 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 8 | $692,352 | $56,079 | $7,010iApproximate average salary by contribution assumption: employee only about $175,247 at 4% or $116,831 at 6%; with 50% employer match about $116,831 at 4% or $77,888 at 6%; with 100% employer match about $87,623 at 4% or $58,416 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 9 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 4 | - | - | - |
| 2006 | 1 | 5 | $1,400,319 | $0 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 5 | $1,400,319 | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 5 | - | - | - |
| 2004 | 1 | 4 | $423,020 | $36,500 | $9,125iApproximate average salary by contribution assumption: employee only about $228,125 at 4% or $152,083 at 6%; with 50% employer match about $152,083 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 4 | $423,020 | $36,500 | $9,125iApproximate average salary by contribution assumption: employee only about $228,125 at 4% or $152,083 at 6%; with 50% employer match about $152,083 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%. |
| 2003 | 1 | 3 | $352,836 | $49,157 | $16,386iApproximate average salary by contribution assumption: employee only about $409,642 at 4% or $273,094 at 6%; with 50% employer match about $273,094 at 4% or $182,063 at 6%; with 100% employer match about $204,821 at 4% or $136,547 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 3 | $352,836 | $49,157 | $16,386iApproximate average salary by contribution assumption: employee only about $409,642 at 4% or $273,094 at 6%; with 50% employer match about $273,094 at 4% or $182,063 at 6%; with 100% employer match about $204,821 at 4% or $136,547 at 6%. |
| 2002 | 2 | 0 | $274,914 | $35,900 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 0 | $156,701 | $20,463 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 0 | $118,213 | $15,437 | - |
| 2001 | 2 | 3 | $114,176 | $14,400 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 3 | $114,176 | $14,400 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 3 | - | - | - |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 0 | - | - | - |
| 1999 | 2 | 3 | $201,155 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 3 | $104,601 | $13,079 | $4,360iApproximate average salary by contribution assumption: employee only about $108,992 at 4% or $72,661 at 6%; with 50% employer match about $72,661 at 4% or $48,441 at 6%; with 100% employer match about $54,496 at 4% or $36,331 at 6%. |
| Kerry a Okelberry Od PC Retirement Plan Trust | - | 0 | $96,554 | $11,921 | - |