Civic Intelligence

Owens Financial Group Inc.

Plan context: Owens Financial Group Inc. Profit Sharing Plan

EIN 94-2768044 • 19 filings • 4 plans

Current Snapshot

Latest Year

2013

2013 Participants

17

2013 Assets

$13,827,638

2013 Contributions

$363,820

Historical Graphs

Total Assets Over Time

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

$13,827,638$6,913,819$0199920062013YearValue
$13,827,638Latest year 2013

Participants Over Time

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

20100199920062013YearValue
17Latest year 2013

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
2013117$13,827,638$363,820$21,401iApproximate average salary by contribution assumption: employee only about $535,029 at 4% or $356,686 at 6%; with 50% employer match about $356,686 at 4% or $237,791 at 6%; with 100% employer match about $267,515 at 4% or $178,343 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$13,827,638$363,820$21,401iApproximate average salary by contribution assumption: employee only about $535,029 at 4% or $356,686 at 6%; with 50% employer match about $356,686 at 4% or $237,791 at 6%; with 100% employer match about $267,515 at 4% or $178,343 at 6%.
2012117$11,560,490$634,900$37,347iApproximate average salary by contribution assumption: employee only about $933,676 at 4% or $622,451 at 6%; with 50% employer match about $622,451 at 4% or $414,967 at 6%; with 100% employer match about $466,838 at 4% or $311,225 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$11,560,490$634,900$37,347iApproximate average salary by contribution assumption: employee only about $933,676 at 4% or $622,451 at 6%; with 50% employer match about $622,451 at 4% or $414,967 at 6%; with 100% employer match about $466,838 at 4% or $311,225 at 6%.
2011117$10,261,452$1,015,071$59,710iApproximate average salary by contribution assumption: employee only about $1,492,751 at 4% or $995,168 at 6%; with 50% employer match about $995,168 at 4% or $663,445 at 6%; with 100% employer match about $746,376 at 4% or $497,584 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$10,261,452$1,015,071$59,710iApproximate average salary by contribution assumption: employee only about $1,492,751 at 4% or $995,168 at 6%; with 50% employer match about $995,168 at 4% or $663,445 at 6%; with 100% employer match about $746,376 at 4% or $497,584 at 6%.
2010117$10,359,264$2,983,938$175,526iApproximate average salary by contribution assumption: employee only about $4,388,144 at 4% or $2,925,429 at 6%; with 50% employer match about $2,925,429 at 4% or $1,950,286 at 6%; with 100% employer match about $2,194,072 at 4% or $1,462,715 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$10,359,264$2,983,938$175,526iApproximate average salary by contribution assumption: employee only about $4,388,144 at 4% or $2,925,429 at 6%; with 50% employer match about $2,925,429 at 4% or $1,950,286 at 6%; with 100% employer match about $2,194,072 at 4% or $1,462,715 at 6%.
2009116$9,470,170$139,913$8,745iApproximate average salary by contribution assumption: employee only about $218,614 at 4% or $145,743 at 6%; with 50% employer match about $145,743 at 4% or $97,162 at 6%; with 100% employer match about $109,307 at 4% or $72,871 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-16$9,470,170$139,913$8,745iApproximate average salary by contribution assumption: employee only about $218,614 at 4% or $145,743 at 6%; with 50% employer match about $145,743 at 4% or $97,162 at 6%; with 100% employer match about $109,307 at 4% or $72,871 at 6%.
2008115$7,781,750$345,407$23,027iApproximate average salary by contribution assumption: employee only about $575,678 at 4% or $383,786 at 6%; with 50% employer match about $383,786 at 4% or $255,857 at 6%; with 100% employer match about $287,839 at 4% or $191,893 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-15$7,781,750$345,407$23,027iApproximate average salary by contribution assumption: employee only about $575,678 at 4% or $383,786 at 6%; with 50% employer match about $383,786 at 4% or $255,857 at 6%; with 100% employer match about $287,839 at 4% or $191,893 at 6%.
2007113$0$0-
Owens Financial Group Inc. Profit Sharing Plan-13---
2006113$10,429,482$327,581$25,199iApproximate average salary by contribution assumption: employee only about $629,963 at 4% or $419,976 at 6%; with 50% employer match about $419,976 at 4% or $279,984 at 6%; with 100% employer match about $314,982 at 4% or $209,988 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-13$10,429,482$327,581$25,199iApproximate average salary by contribution assumption: employee only about $629,963 at 4% or $419,976 at 6%; with 50% employer match about $419,976 at 4% or $279,984 at 6%; with 100% employer match about $314,982 at 4% or $209,988 at 6%.
2005115$8,903,226$393,207$26,214iApproximate average salary by contribution assumption: employee only about $655,345 at 4% or $436,897 at 6%; with 50% employer match about $436,897 at 4% or $291,264 at 6%; with 100% employer match about $327,673 at 4% or $218,448 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-15$8,903,226$393,207$26,214iApproximate average salary by contribution assumption: employee only about $655,345 at 4% or $436,897 at 6%; with 50% employer match about $436,897 at 4% or $291,264 at 6%; with 100% employer match about $327,673 at 4% or $218,448 at 6%.
2004117$8,443,730$71,065$4,180iApproximate average salary by contribution assumption: employee only about $104,507 at 4% or $69,672 at 6%; with 50% employer match about $69,672 at 4% or $46,448 at 6%; with 100% employer match about $52,254 at 4% or $34,836 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$8,443,730$71,065$4,180iApproximate average salary by contribution assumption: employee only about $104,507 at 4% or $69,672 at 6%; with 50% employer match about $69,672 at 4% or $46,448 at 6%; with 100% employer match about $52,254 at 4% or $34,836 at 6%.
2003116$7,642,405$325,559$20,347iApproximate average salary by contribution assumption: employee only about $508,686 at 4% or $339,124 at 6%; with 50% employer match about $339,124 at 4% or $226,083 at 6%; with 100% employer match about $254,343 at 4% or $169,562 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-16$7,642,405$325,559$20,347iApproximate average salary by contribution assumption: employee only about $508,686 at 4% or $339,124 at 6%; with 50% employer match about $339,124 at 4% or $226,083 at 6%; with 100% employer match about $254,343 at 4% or $169,562 at 6%.
2002219$5,967,776$432,993$22,789iApproximate average salary by contribution assumption: employee only about $569,728 at 4% or $379,818 at 6%; with 50% employer match about $379,818 at 4% or $253,212 at 6%; with 100% employer match about $284,864 at 4% or $189,909 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-19$5,967,776$432,993$22,789iApproximate average salary by contribution assumption: employee only about $569,728 at 4% or $379,818 at 6%; with 50% employer match about $379,818 at 4% or $253,212 at 6%; with 100% employer match about $284,864 at 4% or $189,909 at 6%.
Owens Financial Group Inc. Money Purchase Pension Plan-0---
2001220$8,185,029$327,587$16,379iApproximate average salary by contribution assumption: employee only about $409,484 at 4% or $272,989 at 6%; with 50% employer match about $272,989 at 4% or $181,993 at 6%; with 100% employer match about $204,742 at 4% or $136,495 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-20$4,856,045$196,102$9,805iApproximate average salary by contribution assumption: employee only about $245,128 at 4% or $163,418 at 6%; with 50% employer match about $163,418 at 4% or $108,946 at 6%; with 100% employer match about $122,564 at 4% or $81,709 at 6%.
Owens Financial Group Inc. Money Purchase Pension Plan-20$3,328,984$131,485$6,574iApproximate average salary by contribution assumption: employee only about $164,356 at 4% or $109,571 at 6%; with 50% employer match about $109,571 at 4% or $73,047 at 6%; with 100% employer match about $82,178 at 4% or $54,785 at 6%.
2000217$9,097,534$318,318$18,725iApproximate average salary by contribution assumption: employee only about $468,115 at 4% or $312,076 at 6%; with 50% employer match about $312,076 at 4% or $208,051 at 6%; with 100% employer match about $234,057 at 4% or $156,038 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-17$5,279,034$170,991$10,058iApproximate average salary by contribution assumption: employee only about $251,457 at 4% or $167,638 at 6%; with 50% employer match about $167,638 at 4% or $111,759 at 6%; with 100% employer match about $125,729 at 4% or $83,819 at 6%.
Owens Financial Group Inc. Money Purchase Pension Plan-17$3,818,500$147,327$8,666iApproximate average salary by contribution assumption: employee only about $216,657 at 4% or $144,438 at 6%; with 50% employer match about $144,438 at 4% or $96,292 at 6%; with 100% employer match about $108,329 at 4% or $72,219 at 6%.
1999216$10,286,646$313,388$19,587iApproximate average salary by contribution assumption: employee only about $489,669 at 4% or $326,446 at 6%; with 50% employer match about $326,446 at 4% or $217,631 at 6%; with 100% employer match about $244,834 at 4% or $163,223 at 6%.
Owens Financial Group Inc. Profit Sharing Plan-15$5,864,451$177,664$11,844iApproximate average salary by contribution assumption: employee only about $296,107 at 4% or $197,404 at 6%; with 50% employer match about $197,404 at 4% or $131,603 at 6%; with 100% employer match about $148,053 at 4% or $98,702 at 6%.
Owens Financial Group Inc. Money Purchase Pension Plan-16$4,422,195$135,724$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,034 at 4% or $70,690 at 6%.