Owen and Associates
Plan context: Owen and Associates Profit Sharing Plan and Trust
EIN 87-0518974 • 7 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
10
2005 Assets
$242,066
2005 Contributions
$71,451
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 10 | $242,066 | $71,451 | $7,145iApproximate average salary by contribution assumption: employee only about $178,628 at 4% or $119,085 at 6%; with 50% employer match about $119,085 at 4% or $79,390 at 6%; with 100% employer match about $89,314 at 4% or $59,543 at 6%. |
| Owen and Associates Profit Sharing Plan and Trust | - | 10 | $242,066 | $71,451 | $7,145iApproximate average salary by contribution assumption: employee only about $178,628 at 4% or $119,085 at 6%; with 50% employer match about $119,085 at 4% or $79,390 at 6%; with 100% employer match about $89,314 at 4% or $59,543 at 6%. |
| 2004 | 1 | 10 | $173,452 | $50,794 | $5,079iApproximate average salary by contribution assumption: employee only about $126,985 at 4% or $84,657 at 6%; with 50% employer match about $84,657 at 4% or $56,438 at 6%; with 100% employer match about $63,492 at 4% or $42,328 at 6%. |
| Owen and Associates Profit Sharing Plan and Trust | - | 10 | $173,452 | $50,794 | $5,079iApproximate average salary by contribution assumption: employee only about $126,985 at 4% or $84,657 at 6%; with 50% employer match about $84,657 at 4% or $56,438 at 6%; with 100% employer match about $63,492 at 4% or $42,328 at 6%. |
| 2003 | 1 | 8 | $181,876 | $32,783 | $4,098iApproximate average salary by contribution assumption: employee only about $102,447 at 4% or $68,298 at 6%; with 50% employer match about $68,298 at 4% or $45,532 at 6%; with 100% employer match about $51,223 at 4% or $34,149 at 6%. |
| Owen and Associates Profit Sharing Plan and Trust | - | 8 | $181,876 | $32,783 | $4,098iApproximate average salary by contribution assumption: employee only about $102,447 at 4% or $68,298 at 6%; with 50% employer match about $68,298 at 4% or $45,532 at 6%; with 100% employer match about $51,223 at 4% or $34,149 at 6%. |
| 2002 | 1 | 9 | $116,653 | $31,531 | $3,503iApproximate average salary by contribution assumption: employee only about $87,586 at 4% or $58,391 at 6%; with 50% employer match about $58,391 at 4% or $38,927 at 6%; with 100% employer match about $43,793 at 4% or $29,195 at 6%. |
| Owen and Associates Profit Sharing Plan and Trust | - | 9 | $116,653 | $31,531 | $3,503iApproximate average salary by contribution assumption: employee only about $87,586 at 4% or $58,391 at 6%; with 50% employer match about $58,391 at 4% or $38,927 at 6%; with 100% employer match about $43,793 at 4% or $29,195 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Owen and Associates Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Owen and Associates Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 1999 | 1 | 5 | $84,220 | $14,400 | $2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%. |
| Owen and Associates Profit Sharing Plan and Trust | - | 5 | $84,220 | $14,400 | $2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%. |