OZO EDU, INC.
Plan context: OZO EDU 401(K) PLAN
EIN 87-2415057 • Newport Beach, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
46
2025 Assets
$1,615,809
2025 Contributions
$305,135
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 | 46 | $1,615,809 | $305,135 | $6,633iApproximate average salary by contribution assumption: employee only about $165,834 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%. |
| OZO EDU 401(K) PLAN | - | 46 | $1,615,809 | $305,135 | $6,633iApproximate average salary by contribution assumption: employee only about $165,834 at 4% or $110,556 at 6%; with 50% employer match about $110,556 at 4% or $73,704 at 6%; with 100% employer match about $82,917 at 4% or $55,278 at 6%. |
| 2024 | 1 | 46 | $1,141,775 | $493,691 | $10,732iApproximate average salary by contribution assumption: employee only about $268,310 at 4% or $178,874 at 6%; with 50% employer match about $178,874 at 4% or $119,249 at 6%; with 100% employer match about $134,155 at 4% or $89,437 at 6%. |
| OZO EDU 401(K) PLAN | - | 46 | $1,141,775 | $493,691 | $10,732iApproximate average salary by contribution assumption: employee only about $268,310 at 4% or $178,874 at 6%; with 50% employer match about $178,874 at 4% or $119,249 at 6%; with 100% employer match about $134,155 at 4% or $89,437 at 6%. |
| 2023 | 1 | 42 | $565,104 | $213,642 | $5,087iApproximate average salary by contribution assumption: employee only about $127,168 at 4% or $84,779 at 6%; with 50% employer match about $84,779 at 4% or $56,519 at 6%; with 100% employer match about $63,584 at 4% or $42,389 at 6%. |
| OZO EDU 401(K) PLAN | - | 42 | $565,104 | $213,642 | $5,087iApproximate average salary by contribution assumption: employee only about $127,168 at 4% or $84,779 at 6%; with 50% employer match about $84,779 at 4% or $56,519 at 6%; with 100% employer match about $63,584 at 4% or $42,389 at 6%. |
| 2022 | 1 | 32 | $288,222 | $105,895 | $3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,154 at 6%; with 50% employer match about $55,154 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%. |
| OZO EDU 401(K) PLAN | - | 32 | $288,222 | $105,895 | $3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,154 at 6%; with 50% employer match about $55,154 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%. |