Civic Intelligence

Otis Mcallister Inc

Plan context: Otis Mcallister Inc 401K Profit Sharing Plan & Trust

EIN 94-1525602 • Oakland, CA • 35 filings • 7 plans

300 Frank H. Ogawa Plaza, Suite 400Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

76

2024 Assets

$10,945,479

2024 Contributions

$868,893

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,945,479$5,472,740$0199920142024YearValue
$10,945,479Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

91460199920132024YearValue
76Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024176$10,945,479$868,893$11,433iApproximate average salary by contribution assumption: employee only about $285,820 at 4% or $190,547 at 6%; with 50% employer match about $190,547 at 4% or $127,031 at 6%; with 100% employer match about $142,910 at 4% or $95,273 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-76$10,945,479$868,893$11,433iApproximate average salary by contribution assumption: employee only about $285,820 at 4% or $190,547 at 6%; with 50% employer match about $190,547 at 4% or $127,031 at 6%; with 100% employer match about $142,910 at 4% or $95,273 at 6%.
2023179$9,744,953$779,532$9,867iApproximate average salary by contribution assumption: employee only about $246,687 at 4% or $164,458 at 6%; with 50% employer match about $164,458 at 4% or $109,639 at 6%; with 100% employer match about $123,344 at 4% or $82,229 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-79$9,744,953$779,532$9,867iApproximate average salary by contribution assumption: employee only about $246,687 at 4% or $164,458 at 6%; with 50% employer match about $164,458 at 4% or $109,639 at 6%; with 100% employer match about $123,344 at 4% or $82,229 at 6%.
2022176$9,540,673$786,485$10,348iApproximate average salary by contribution assumption: employee only about $258,712 at 4% or $172,475 at 6%; with 50% employer match about $172,475 at 4% or $114,983 at 6%; with 100% employer match about $129,356 at 4% or $86,237 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-76$9,540,673$786,485$10,348iApproximate average salary by contribution assumption: employee only about $258,712 at 4% or $172,475 at 6%; with 50% employer match about $172,475 at 4% or $114,983 at 6%; with 100% employer match about $129,356 at 4% or $86,237 at 6%.
2021153$10,146,164$0-
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-53$10,146,164--
2020253$10,146,164$942,965$17,792iApproximate average salary by contribution assumption: employee only about $444,795 at 4% or $296,530 at 6%; with 50% employer match about $296,530 at 4% or $197,687 at 6%; with 100% employer match about $222,397 at 4% or $148,265 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-53$10,146,164$942,965$17,792iApproximate average salary by contribution assumption: employee only about $444,795 at 4% or $296,530 at 6%; with 50% employer match about $296,530 at 4% or $197,687 at 6%; with 100% employer match about $222,397 at 4% or $148,265 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-0---
2019258$8,428,561$1,257,203$21,676iApproximate average salary by contribution assumption: employee only about $541,898 at 4% or $361,265 at 6%; with 50% employer match about $361,265 at 4% or $240,843 at 6%; with 100% employer match about $270,949 at 4% or $180,633 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-58$8,014,244$1,257,203$21,676iApproximate average salary by contribution assumption: employee only about $541,898 at 4% or $361,265 at 6%; with 50% employer match about $361,265 at 4% or $240,843 at 6%; with 100% employer match about $270,949 at 4% or $180,633 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-57$414,317--
2018288$10,413,643$479,230$5,446iApproximate average salary by contribution assumption: employee only about $136,145 at 4% or $90,763 at 6%; with 50% employer match about $90,763 at 4% or $60,509 at 6%; with 100% employer match about $68,072 at 4% or $45,382 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-88$8,946,586$479,230$5,446iApproximate average salary by contribution assumption: employee only about $136,145 at 4% or $90,763 at 6%; with 50% employer match about $90,763 at 4% or $60,509 at 6%; with 100% employer match about $68,072 at 4% or $45,382 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-60$1,467,057--
2017291$10,005,780$483,273$5,311iApproximate average salary by contribution assumption: employee only about $132,767 at 4% or $88,512 at 6%; with 50% employer match about $88,512 at 4% or $59,008 at 6%; with 100% employer match about $66,384 at 4% or $44,256 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-91$9,126,853$483,273$5,311iApproximate average salary by contribution assumption: employee only about $132,767 at 4% or $88,512 at 6%; with 50% employer match about $88,512 at 4% or $59,008 at 6%; with 100% employer match about $66,384 at 4% or $44,256 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-70$878,927--
2016281$9,559,271$915,941$11,308iApproximate average salary by contribution assumption: employee only about $282,698 at 4% or $188,465 at 6%; with 50% employer match about $188,465 at 4% or $125,643 at 6%; with 100% employer match about $141,349 at 4% or $94,233 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-81$8,668,335$444,844$5,492iApproximate average salary by contribution assumption: employee only about $137,298 at 4% or $91,532 at 6%; with 50% employer match about $91,532 at 4% or $61,021 at 6%; with 100% employer match about $68,649 at 4% or $45,766 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-64$890,936$471,097$7,361iApproximate average salary by contribution assumption: employee only about $184,022 at 4% or $122,682 at 6%; with 50% employer match about $122,682 at 4% or $81,788 at 6%; with 100% employer match about $92,011 at 4% or $61,341 at 6%.
2015277$8,113,299$444,278$5,770iApproximate average salary by contribution assumption: employee only about $144,246 at 4% or $96,164 at 6%; with 50% employer match about $96,164 at 4% or $64,109 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-77$7,658,774$444,278$5,770iApproximate average salary by contribution assumption: employee only about $144,246 at 4% or $96,164 at 6%; with 50% employer match about $96,164 at 4% or $64,109 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-68$454,525--
2014255$7,694,474$708,498$12,882iApproximate average salary by contribution assumption: employee only about $322,045 at 4% or $214,696 at 6%; with 50% employer match about $214,696 at 4% or $143,131 at 6%; with 100% employer match about $161,022 at 4% or $107,348 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-53$7,228,047$544,827$10,280iApproximate average salary by contribution assumption: employee only about $256,994 at 4% or $171,329 at 6%; with 50% employer match about $171,329 at 4% or $114,219 at 6%; with 100% employer match about $128,497 at 4% or $85,665 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-55$466,427$163,671$2,976iApproximate average salary by contribution assumption: employee only about $74,396 at 4% or $49,597 at 6%; with 50% employer match about $49,597 at 4% or $33,065 at 6%; with 100% employer match about $37,198 at 4% or $24,799 at 6%.
2013250$7,003,708$599,194$11,984iApproximate average salary by contribution assumption: employee only about $299,597 at 4% or $199,731 at 6%; with 50% employer match about $199,731 at 4% or $133,154 at 6%; with 100% employer match about $149,799 at 4% or $99,866 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-45$6,700,041$441,828$9,818iApproximate average salary by contribution assumption: employee only about $245,460 at 4% or $163,640 at 6%; with 50% employer match about $163,640 at 4% or $109,093 at 6%; with 100% employer match about $122,730 at 4% or $81,820 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-50$303,667$157,366$3,147iApproximate average salary by contribution assumption: employee only about $78,683 at 4% or $52,455 at 6%; with 50% employer match about $52,455 at 4% or $34,970 at 6%; with 100% employer match about $39,342 at 4% or $26,228 at 6%.
2012248$5,559,660$312,430$6,509iApproximate average salary by contribution assumption: employee only about $162,724 at 4% or $108,483 at 6%; with 50% employer match about $108,483 at 4% or $72,322 at 6%; with 100% employer match about $81,362 at 4% or $54,241 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-48$5,409,008$312,280$6,506iApproximate average salary by contribution assumption: employee only about $162,646 at 4% or $108,431 at 6%; with 50% employer match about $108,431 at 4% or $72,287 at 6%; with 100% employer match about $81,323 at 4% or $54,215 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-45$150,652$150$3iApproximate average salary by contribution assumption: employee only about $83 at 4% or $56 at 6%; with 50% employer match about $56 at 4% or $37 at 6%; with 100% employer match about $42 at 4% or $28 at 6%.
2011241$4,802,380$688,079$16,782iApproximate average salary by contribution assumption: employee only about $419,560 at 4% or $279,707 at 6%; with 50% employer match about $279,707 at 4% or $186,471 at 6%; with 100% employer match about $209,780 at 4% or $139,853 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-41$4,651,918$537,617$13,113iApproximate average salary by contribution assumption: employee only about $327,815 at 4% or $218,543 at 6%; with 50% employer match about $218,543 at 4% or $145,696 at 6%; with 100% employer match about $163,908 at 4% or $109,272 at 6%.
Otis Mcallister Inc. Employee Stock Ownership Plan-35$150,462$150,462$4,299iApproximate average salary by contribution assumption: employee only about $107,473 at 4% or $71,649 at 6%; with 50% employer match about $71,649 at 4% or $47,766 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
2010137$4,290,079$310,230$8,385iApproximate average salary by contribution assumption: employee only about $209,615 at 4% or $139,743 at 6%; with 50% employer match about $139,743 at 4% or $93,162 at 6%; with 100% employer match about $104,807 at 4% or $69,872 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-37$4,290,079$310,230$8,385iApproximate average salary by contribution assumption: employee only about $209,615 at 4% or $139,743 at 6%; with 50% employer match about $139,743 at 4% or $93,162 at 6%; with 100% employer match about $104,807 at 4% or $69,872 at 6%.
2009134$3,912,248$401,565$11,811iApproximate average salary by contribution assumption: employee only about $295,268 at 4% or $196,846 at 6%; with 50% employer match about $196,846 at 4% or $131,230 at 6%; with 100% employer match about $147,634 at 4% or $98,423 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-34$3,912,248$401,565$11,811iApproximate average salary by contribution assumption: employee only about $295,268 at 4% or $196,846 at 6%; with 50% employer match about $196,846 at 4% or $131,230 at 6%; with 100% employer match about $147,634 at 4% or $98,423 at 6%.
2008137$2,953,669$246,702$6,668iApproximate average salary by contribution assumption: employee only about $166,691 at 4% or $111,127 at 6%; with 50% employer match about $111,127 at 4% or $74,085 at 6%; with 100% employer match about $83,345 at 4% or $55,564 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-37$2,953,669$246,702$6,668iApproximate average salary by contribution assumption: employee only about $166,691 at 4% or $111,127 at 6%; with 50% employer match about $111,127 at 4% or $74,085 at 6%; with 100% employer match about $83,345 at 4% or $55,564 at 6%.
2007134$0$0-
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-34---
2005130$2,184,744$94,899$3,163iApproximate average salary by contribution assumption: employee only about $79,083 at 4% or $52,722 at 6%; with 50% employer match about $52,722 at 4% or $35,148 at 6%; with 100% employer match about $39,541 at 4% or $26,361 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-30$2,184,744$94,899$3,163iApproximate average salary by contribution assumption: employee only about $79,083 at 4% or $52,722 at 6%; with 50% employer match about $52,722 at 4% or $35,148 at 6%; with 100% employer match about $39,541 at 4% or $26,361 at 6%.
2004128$1,937,097$348,343$12,441iApproximate average salary by contribution assumption: employee only about $311,021 at 4% or $207,347 at 6%; with 50% employer match about $207,347 at 4% or $138,231 at 6%; with 100% employer match about $155,510 at 4% or $103,674 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-28$1,937,097$348,343$12,441iApproximate average salary by contribution assumption: employee only about $311,021 at 4% or $207,347 at 6%; with 50% employer match about $207,347 at 4% or $138,231 at 6%; with 100% employer match about $155,510 at 4% or $103,674 at 6%.
2003131$1,777,636$268,517$8,662iApproximate average salary by contribution assumption: employee only about $216,546 at 4% or $144,364 at 6%; with 50% employer match about $144,364 at 4% or $96,243 at 6%; with 100% employer match about $108,273 at 4% or $72,182 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-31$1,777,636$268,517$8,662iApproximate average salary by contribution assumption: employee only about $216,546 at 4% or $144,364 at 6%; with 50% employer match about $144,364 at 4% or $96,243 at 6%; with 100% employer match about $108,273 at 4% or $72,182 at 6%.
2002229$0$22,767$785iApproximate average salary by contribution assumption: employee only about $19,627 at 4% or $13,084 at 6%; with 50% employer match about $13,084 at 4% or $8,723 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-29---
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-0-$22,767-
2000121$0$0-
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-21---
1999114$114,954$52,459$3,747iApproximate average salary by contribution assumption: employee only about $93,677 at 4% or $62,451 at 6%; with 50% employer match about $62,451 at 4% or $41,634 at 6%; with 100% employer match about $46,838 at 4% or $31,226 at 6%.
Otis Mcallister Inc 401K Profit Sharing Plan & Trust-14$114,954$52,459$3,747iApproximate average salary by contribution assumption: employee only about $93,677 at 4% or $62,451 at 6%; with 50% employer match about $62,451 at 4% or $41,634 at 6%; with 100% employer match about $46,838 at 4% or $31,226 at 6%.