OTA INSURANCE SERVICES, INC.
Plan context: OREGON TRUCKING ASSOCIATIONS 401(K) PLAN
EIN 93-0399289 • Portland, OR • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$405,197
2024 Contributions
$41,846
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 | 5 | $405,197 | $41,846 | $8,369iApproximate average salary by contribution assumption: employee only about $209,230 at 4% or $139,487 at 6%; with 50% employer match about $139,487 at 4% or $92,991 at 6%; with 100% employer match about $104,615 at 4% or $69,743 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 5 | $405,197 | $41,846 | $8,369iApproximate average salary by contribution assumption: employee only about $209,230 at 4% or $139,487 at 6%; with 50% employer match about $139,487 at 4% or $92,991 at 6%; with 100% employer match about $104,615 at 4% or $69,743 at 6%. |
| 2023 | 1 | 5 | $330,303 | $41,834 | $8,367iApproximate average salary by contribution assumption: employee only about $209,170 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,964 at 6%; with 100% employer match about $104,585 at 4% or $69,723 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 5 | $330,303 | $41,834 | $8,367iApproximate average salary by contribution assumption: employee only about $209,170 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,964 at 6%; with 100% employer match about $104,585 at 4% or $69,723 at 6%. |
| 2022 | 1 | 5 | $236,881 | $48,850 | $9,770iApproximate average salary by contribution assumption: employee only about $244,250 at 4% or $162,833 at 6%; with 50% employer match about $162,833 at 4% or $108,556 at 6%; with 100% employer match about $122,125 at 4% or $81,417 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 5 | $236,881 | $48,850 | $9,770iApproximate average salary by contribution assumption: employee only about $244,250 at 4% or $162,833 at 6%; with 50% employer match about $162,833 at 4% or $108,556 at 6%; with 100% employer match about $122,125 at 4% or $81,417 at 6%. |
| 2021 | 1 | 5 | $237,553 | $49,943 | $9,989iApproximate average salary by contribution assumption: employee only about $249,715 at 4% or $166,477 at 6%; with 50% employer match about $166,477 at 4% or $110,984 at 6%; with 100% employer match about $124,858 at 4% or $83,238 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 5 | $237,553 | $49,943 | $9,989iApproximate average salary by contribution assumption: employee only about $249,715 at 4% or $166,477 at 6%; with 50% employer match about $166,477 at 4% or $110,984 at 6%; with 100% employer match about $124,858 at 4% or $83,238 at 6%. |
| 2020 | 1 | 6 | $172,070 | $36,067 | $6,011iApproximate average salary by contribution assumption: employee only about $150,279 at 4% or $100,186 at 6%; with 50% employer match about $100,186 at 4% or $66,791 at 6%; with 100% employer match about $75,140 at 4% or $50,093 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 6 | $172,070 | $36,067 | $6,011iApproximate average salary by contribution assumption: employee only about $150,279 at 4% or $100,186 at 6%; with 50% employer match about $100,186 at 4% or $66,791 at 6%; with 100% employer match about $75,140 at 4% or $50,093 at 6%. |
| 2019 | 1 | 7 | $112,352 | $33,325 | $4,761iApproximate average salary by contribution assumption: employee only about $119,018 at 4% or $79,345 at 6%; with 50% employer match about $79,345 at 4% or $52,897 at 6%; with 100% employer match about $59,509 at 4% or $39,673 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 7 | $112,352 | $33,325 | $4,761iApproximate average salary by contribution assumption: employee only about $119,018 at 4% or $79,345 at 6%; with 50% employer match about $79,345 at 4% or $52,897 at 6%; with 100% employer match about $59,509 at 4% or $39,673 at 6%. |
| 2018 | 1 | 7 | $80,791 | $90,248 | $12,893iApproximate average salary by contribution assumption: employee only about $322,314 at 4% or $214,876 at 6%; with 50% employer match about $214,876 at 4% or $143,251 at 6%; with 100% employer match about $161,157 at 4% or $107,438 at 6%. |
| OREGON TRUCKING ASSOCIATIONS 401(K) PLAN | - | 7 | $80,791 | $90,248 | $12,893iApproximate average salary by contribution assumption: employee only about $322,314 at 4% or $214,876 at 6%; with 50% employer match about $214,876 at 4% or $143,251 at 6%; with 100% employer match about $161,157 at 4% or $107,438 at 6%. |
| 2014 | 1 | 0 | $0 | $0 | - |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2013 | 1 | 7 | $23,479 | $5,361 | $766iApproximate average salary by contribution assumption: employee only about $19,146 at 4% or $12,764 at 6%; with 50% employer match about $12,764 at 4% or $8,510 at 6%; with 100% employer match about $9,573 at 4% or $6,382 at 6%. |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 7 | $23,479 | $5,361 | $766iApproximate average salary by contribution assumption: employee only about $19,146 at 4% or $12,764 at 6%; with 50% employer match about $12,764 at 4% or $8,510 at 6%; with 100% employer match about $9,573 at 4% or $6,382 at 6%. |
| 2012 | 1 | 4 | $49,306 | $8,387 | $2,097iApproximate average salary by contribution assumption: employee only about $52,419 at 4% or $34,946 at 6%; with 50% employer match about $34,946 at 4% or $23,297 at 6%; with 100% employer match about $26,209 at 4% or $17,473 at 6%. |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 4 | $49,306 | $8,387 | $2,097iApproximate average salary by contribution assumption: employee only about $52,419 at 4% or $34,946 at 6%; with 50% employer match about $34,946 at 4% or $23,297 at 6%; with 100% employer match about $26,209 at 4% or $17,473 at 6%. |
| 2011 | 1 | 4 | $65,000 | $6,671 | $1,668iApproximate average salary by contribution assumption: employee only about $41,694 at 4% or $27,796 at 6%; with 50% employer match about $27,796 at 4% or $18,531 at 6%; with 100% employer match about $20,847 at 4% or $13,898 at 6%. |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 4 | $65,000 | $6,671 | $1,668iApproximate average salary by contribution assumption: employee only about $41,694 at 4% or $27,796 at 6%; with 50% employer match about $27,796 at 4% or $18,531 at 6%; with 100% employer match about $20,847 at 4% or $13,898 at 6%. |
| 2010 | 1 | 6 | $187,584 | $9,991 | $1,665iApproximate average salary by contribution assumption: employee only about $41,629 at 4% or $27,753 at 6%; with 50% employer match about $27,753 at 4% or $18,502 at 6%; with 100% employer match about $20,815 at 4% or $13,876 at 6%. |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 6 | $187,584 | $9,991 | $1,665iApproximate average salary by contribution assumption: employee only about $41,629 at 4% or $27,753 at 6%; with 50% employer match about $27,753 at 4% or $18,502 at 6%; with 100% employer match about $20,815 at 4% or $13,876 at 6%. |
| 2009 | 1 | 7 | $205,554 | $22,385 | $3,198iApproximate average salary by contribution assumption: employee only about $79,946 at 4% or $53,298 at 6%; with 50% employer match about $53,298 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%. |
| OTA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | - | 7 | $205,554 | $22,385 | $3,198iApproximate average salary by contribution assumption: employee only about $79,946 at 4% or $53,298 at 6%; with 50% employer match about $53,298 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2006 | 1 | 5 | $140,104 | $22,636 | $4,527iApproximate average salary by contribution assumption: employee only about $113,180 at 4% or $75,453 at 6%; with 50% employer match about $75,453 at 4% or $50,302 at 6%; with 100% employer match about $56,590 at 4% or $37,727 at 6%. |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 5 | $140,104 | $22,636 | $4,527iApproximate average salary by contribution assumption: employee only about $113,180 at 4% or $75,453 at 6%; with 50% employer match about $75,453 at 4% or $50,302 at 6%; with 100% employer match about $56,590 at 4% or $37,727 at 6%. |
| 2005 | 1 | 5 | $122,078 | $26,170 | $5,234iApproximate average salary by contribution assumption: employee only about $130,850 at 4% or $87,233 at 6%; with 50% employer match about $87,233 at 4% or $58,156 at 6%; with 100% employer match about $65,425 at 4% or $43,617 at 6%. |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 5 | $122,078 | $26,170 | $5,234iApproximate average salary by contribution assumption: employee only about $130,850 at 4% or $87,233 at 6%; with 50% employer match about $87,233 at 4% or $58,156 at 6%; with 100% employer match about $65,425 at 4% or $43,617 at 6%. |
| 2004 | 1 | 7 | $119,066 | $32,649 | $4,664iApproximate average salary by contribution assumption: employee only about $116,604 at 4% or $77,736 at 6%; with 50% employer match about $77,736 at 4% or $51,824 at 6%; with 100% employer match about $58,302 at 4% or $38,868 at 6%. |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 7 | $119,066 | $32,649 | $4,664iApproximate average salary by contribution assumption: employee only about $116,604 at 4% or $77,736 at 6%; with 50% employer match about $77,736 at 4% or $51,824 at 6%; with 100% employer match about $58,302 at 4% or $38,868 at 6%. |
| 2003 | 1 | 6 | $87,296 | $32,569 | $5,428iApproximate average salary by contribution assumption: employee only about $135,704 at 4% or $90,469 at 6%; with 50% employer match about $90,469 at 4% or $60,313 at 6%; with 100% employer match about $67,852 at 4% or $45,235 at 6%. |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 6 | $87,296 | $32,569 | $5,428iApproximate average salary by contribution assumption: employee only about $135,704 at 4% or $90,469 at 6%; with 50% employer match about $90,469 at 4% or $60,313 at 6%; with 100% employer match about $67,852 at 4% or $45,235 at 6%. |
| 2002 | 1 | 7 | $50,821 | $28,376 | $4,054iApproximate average salary by contribution assumption: employee only about $101,343 at 4% or $67,562 at 6%; with 50% employer match about $67,562 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,781 at 6%. |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 7 | $50,821 | $28,376 | $4,054iApproximate average salary by contribution assumption: employee only about $101,343 at 4% or $67,562 at 6%; with 50% employer match about $67,562 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,781 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| OTA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN | - | 7 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| OREGON TRUCKING ASSOCIATIONS OPERATORS/OWNERS TRUCKING ASSOCIATION WELFARE BENEFITS PLAN | - | 0 | - | - | - |