A. O. Reed & Co.
Plan context: A. O. Reed & Co. 401(K) Plan
EIN 95-1138730 • San Diego, CA • 37 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
182
2024 Assets
$9,369,279
2024 Contributions
$593,067
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 | 182 | $0 | $0 | - |
| A.O. Reed & Co. Health and Welfare Plan | - | 182 | - | - | - |
| 2023 | 1 | 161 | $0 | $0 | - |
| A.O. Reed & Co. Health and Welfare Plan | - | 161 | - | - | - |
| 2022 | 2 | 142 | $9,369,279 | $593,067 | $4,177iApproximate average salary by contribution assumption: employee only about $104,413 at 4% or $69,609 at 6%; with 50% employer match about $69,609 at 4% or $46,406 at 6%; with 100% employer match about $52,207 at 4% or $34,804 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 88 | $9,369,279 | $593,067 | $6,739iApproximate average salary by contribution assumption: employee only about $168,485 at 4% or $112,323 at 6%; with 50% employer match about $112,323 at 4% or $74,882 at 6%; with 100% employer match about $84,242 at 4% or $56,162 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 142 | - | - | - |
| 2021 | 2 | 126 | $13,065,773 | $620,986 | $4,928iApproximate average salary by contribution assumption: employee only about $123,212 at 4% or $82,141 at 6%; with 50% employer match about $82,141 at 4% or $54,761 at 6%; with 100% employer match about $61,606 at 4% or $41,071 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 84 | $13,065,773 | $620,986 | $7,393iApproximate average salary by contribution assumption: employee only about $184,817 at 4% or $123,212 at 6%; with 50% employer match about $123,212 at 4% or $82,141 at 6%; with 100% employer match about $92,409 at 4% or $61,606 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 126 | - | - | - |
| 2020 | 2 | 119 | $11,619,870 | $578,048 | $4,858iApproximate average salary by contribution assumption: employee only about $121,439 at 4% or $80,959 at 6%; with 50% employer match about $80,959 at 4% or $53,973 at 6%; with 100% employer match about $60,719 at 4% or $40,480 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 83 | $11,619,870 | $578,048 | $6,964iApproximate average salary by contribution assumption: employee only about $174,111 at 4% or $116,074 at 6%; with 50% employer match about $116,074 at 4% or $77,383 at 6%; with 100% employer match about $87,055 at 4% or $58,037 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 119 | - | - | - |
| 2019 | 2 | 128 | $10,771,347 | $481,089 | $3,759iApproximate average salary by contribution assumption: employee only about $93,963 at 4% or $62,642 at 6%; with 50% employer match about $62,642 at 4% or $41,761 at 6%; with 100% employer match about $46,981 at 4% or $31,321 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 83 | $10,771,347 | $481,089 | $5,796iApproximate average salary by contribution assumption: employee only about $144,906 at 4% or $96,604 at 6%; with 50% employer match about $96,604 at 4% or $64,403 at 6%; with 100% employer match about $72,453 at 4% or $48,302 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 128 | - | - | - |
| 2018 | 2 | 120 | $9,038,871 | $440,466 | $3,671iApproximate average salary by contribution assumption: employee only about $91,764 at 4% or $61,176 at 6%; with 50% employer match about $61,176 at 4% or $40,784 at 6%; with 100% employer match about $45,882 at 4% or $30,588 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 84 | $9,038,871 | $440,466 | $5,244iApproximate average salary by contribution assumption: employee only about $131,091 at 4% or $87,394 at 6%; with 50% employer match about $87,394 at 4% or $58,263 at 6%; with 100% employer match about $65,546 at 4% or $43,697 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 120 | - | - | - |
| 2017 | 2 | 121 | $9,349,108 | $399,006 | $3,298iApproximate average salary by contribution assumption: employee only about $82,439 at 4% or $54,960 at 6%; with 50% employer match about $54,960 at 4% or $36,640 at 6%; with 100% employer match about $41,220 at 4% or $27,480 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 87 | $9,349,108 | $399,006 | $4,586iApproximate average salary by contribution assumption: employee only about $114,657 at 4% or $76,438 at 6%; with 50% employer match about $76,438 at 4% or $50,959 at 6%; with 100% employer match about $57,328 at 4% or $38,219 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 121 | - | - | - |
| 2016 | 2 | 127 | $8,135,024 | $406,684 | $3,202iApproximate average salary by contribution assumption: employee only about $80,056 at 4% or $53,371 at 6%; with 50% employer match about $53,371 at 4% or $35,580 at 6%; with 100% employer match about $40,028 at 4% or $26,685 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 80 | $8,135,024 | $406,684 | $5,084iApproximate average salary by contribution assumption: employee only about $127,089 at 4% or $84,726 at 6%; with 50% employer match about $84,726 at 4% or $56,484 at 6%; with 100% employer match about $63,544 at 4% or $42,363 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 127 | - | - | - |
| 2015 | 2 | 112 | $7,602,428 | $397,723 | $3,551iApproximate average salary by contribution assumption: employee only about $88,777 at 4% or $59,185 at 6%; with 50% employer match about $59,185 at 4% or $39,457 at 6%; with 100% employer match about $44,389 at 4% or $29,592 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 77 | $7,602,428 | $397,723 | $5,165iApproximate average salary by contribution assumption: employee only about $129,131 at 4% or $86,087 at 6%; with 50% employer match about $86,087 at 4% or $57,391 at 6%; with 100% employer match about $64,565 at 4% or $43,044 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 112 | - | - | - |
| 2014 | 2 | 109 | $8,244,748 | $411,018 | $3,771iApproximate average salary by contribution assumption: employee only about $94,270 at 4% or $62,847 at 6%; with 50% employer match about $62,847 at 4% or $41,898 at 6%; with 100% employer match about $47,135 at 4% or $31,423 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 85 | $8,244,748 | $411,018 | $4,836iApproximate average salary by contribution assumption: employee only about $120,888 at 4% or $80,592 at 6%; with 50% employer match about $80,592 at 4% or $53,728 at 6%; with 100% employer match about $60,444 at 4% or $40,296 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 109 | - | - | - |
| 2013 | 2 | 125 | $7,875,507 | $572,741 | $4,582iApproximate average salary by contribution assumption: employee only about $114,548 at 4% or $76,365 at 6%; with 50% employer match about $76,365 at 4% or $50,910 at 6%; with 100% employer match about $57,274 at 4% or $38,183 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 79 | $7,875,507 | $572,741 | $7,250iApproximate average salary by contribution assumption: employee only about $181,247 at 4% or $120,831 at 6%; with 50% employer match about $120,831 at 4% or $80,554 at 6%; with 100% employer match about $90,624 at 4% or $60,416 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 125 | - | - | - |
| 2012 | 2 | 148 | $7,398,701 | $491,373 | $3,320iApproximate average salary by contribution assumption: employee only about $83,002 at 4% or $55,335 at 6%; with 50% employer match about $55,335 at 4% or $36,890 at 6%; with 100% employer match about $41,501 at 4% or $27,667 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 83 | $7,398,701 | $491,373 | $5,920iApproximate average salary by contribution assumption: employee only about $148,004 at 4% or $98,669 at 6%; with 50% employer match about $98,669 at 4% or $65,780 at 6%; with 100% employer match about $74,002 at 4% or $49,335 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 148 | - | - | - |
| 2011 | 2 | 204 | $6,940,303 | $552,977 | $2,711iApproximate average salary by contribution assumption: employee only about $67,767 at 4% or $45,178 at 6%; with 50% employer match about $45,178 at 4% or $30,119 at 6%; with 100% employer match about $33,883 at 4% or $22,589 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 73 | $6,940,303 | $552,977 | $7,575iApproximate average salary by contribution assumption: employee only about $189,376 at 4% or $126,250 at 6%; with 50% employer match about $126,250 at 4% or $84,167 at 6%; with 100% employer match about $94,688 at 4% or $63,125 at 6%. |
| A.O. Reed & Co. Health and Welfare Plan | - | 204 | - | - | - |
| 2010 | 1 | 82 | $6,687,375 | $597,533 | $7,287iApproximate average salary by contribution assumption: employee only about $182,175 at 4% or $121,450 at 6%; with 50% employer match about $121,450 at 4% or $80,967 at 6%; with 100% employer match about $91,087 at 4% or $60,725 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 82 | $6,687,375 | $597,533 | $7,287iApproximate average salary by contribution assumption: employee only about $182,175 at 4% or $121,450 at 6%; with 50% employer match about $121,450 at 4% or $80,967 at 6%; with 100% employer match about $91,087 at 4% or $60,725 at 6%. |
| 2009 | 1 | 78 | $6,177,716 | $542,315 | $6,953iApproximate average salary by contribution assumption: employee only about $173,819 at 4% or $115,879 at 6%; with 50% employer match about $115,879 at 4% or $77,253 at 6%; with 100% employer match about $86,909 at 4% or $57,940 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 78 | $6,177,716 | $542,315 | $6,953iApproximate average salary by contribution assumption: employee only about $173,819 at 4% or $115,879 at 6%; with 50% employer match about $115,879 at 4% or $77,253 at 6%; with 100% employer match about $86,909 at 4% or $57,940 at 6%. |
| 2008 | 1 | 86 | $4,823,864 | $649,843 | $7,556iApproximate average salary by contribution assumption: employee only about $188,908 at 4% or $125,939 at 6%; with 50% employer match about $125,939 at 4% or $83,959 at 6%; with 100% employer match about $94,454 at 4% or $62,969 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 86 | $4,823,864 | $649,843 | $7,556iApproximate average salary by contribution assumption: employee only about $188,908 at 4% or $125,939 at 6%; with 50% employer match about $125,939 at 4% or $83,959 at 6%; with 100% employer match about $94,454 at 4% or $62,969 at 6%. |
| 2007 | 1 | 81 | $0 | $0 | - |
| A. O. Reed & Co. 401(K) Plan | - | 81 | - | - | - |
| 2006 | 1 | 72 | $5,395,994 | $693,670 | $9,634iApproximate average salary by contribution assumption: employee only about $240,858 at 4% or $160,572 at 6%; with 50% employer match about $160,572 at 4% or $107,048 at 6%; with 100% employer match about $120,429 at 4% or $80,286 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 72 | $5,395,994 | $693,670 | $9,634iApproximate average salary by contribution assumption: employee only about $240,858 at 4% or $160,572 at 6%; with 50% employer match about $160,572 at 4% or $107,048 at 6%; with 100% employer match about $120,429 at 4% or $80,286 at 6%. |
| 2005 | 1 | 70 | $4,357,100 | $452,408 | $6,463iApproximate average salary by contribution assumption: employee only about $161,574 at 4% or $107,716 at 6%; with 50% employer match about $107,716 at 4% or $71,811 at 6%; with 100% employer match about $80,787 at 4% or $53,858 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 70 | $4,357,100 | $452,408 | $6,463iApproximate average salary by contribution assumption: employee only about $161,574 at 4% or $107,716 at 6%; with 50% employer match about $107,716 at 4% or $71,811 at 6%; with 100% employer match about $80,787 at 4% or $53,858 at 6%. |
| 2004 | 1 | 74 | $3,929,162 | $439,890 | $5,944iApproximate average salary by contribution assumption: employee only about $148,611 at 4% or $99,074 at 6%; with 50% employer match about $99,074 at 4% or $66,050 at 6%; with 100% employer match about $74,306 at 4% or $49,537 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 74 | $3,929,162 | $439,890 | $5,944iApproximate average salary by contribution assumption: employee only about $148,611 at 4% or $99,074 at 6%; with 50% employer match about $99,074 at 4% or $66,050 at 6%; with 100% employer match about $74,306 at 4% or $49,537 at 6%. |
| 2003 | 1 | 71 | $3,256,847 | $444,335 | $6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 71 | $3,256,847 | $444,335 | $6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%. |
| 2002 | 1 | 71 | $2,374,970 | $386,192 | $5,439iApproximate average salary by contribution assumption: employee only about $135,983 at 4% or $90,655 at 6%; with 50% employer match about $90,655 at 4% or $60,437 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 71 | $2,374,970 | $386,192 | $5,439iApproximate average salary by contribution assumption: employee only about $135,983 at 4% or $90,655 at 6%; with 50% employer match about $90,655 at 4% or $60,437 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%. |
| 2001 | 1 | 71 | $2,501,140 | $367,589 | $5,177iApproximate average salary by contribution assumption: employee only about $129,433 at 4% or $86,288 at 6%; with 50% employer match about $86,288 at 4% or $57,526 at 6%; with 100% employer match about $64,716 at 4% or $43,144 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 71 | $2,501,140 | $367,589 | $5,177iApproximate average salary by contribution assumption: employee only about $129,433 at 4% or $86,288 at 6%; with 50% employer match about $86,288 at 4% or $57,526 at 6%; with 100% employer match about $64,716 at 4% or $43,144 at 6%. |
| 2000 | 1 | 65 | $2,597,036 | $365,974 | $5,630iApproximate average salary by contribution assumption: employee only about $140,759 at 4% or $93,839 at 6%; with 50% employer match about $93,839 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%. |
| A. O. Reed & Co. 401(K) Plan | - | 65 | $2,597,036 | $365,974 | $5,630iApproximate average salary by contribution assumption: employee only about $140,759 at 4% or $93,839 at 6%; with 50% employer match about $93,839 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%. |