Civic Intelligence

Oldham & Margolis, M.D., P.A.

Plan context: Oldham & Margolis, M.D., P.A. Profit Sharing Plan

EIN 01-0324624 • Waterville, ME • 19 filings • 9 plans

325 Kennedy Memorial Drive, Ste. DWaterville, ME 04901
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$2,811,488

2013 Contributions

$43,669

Historical Graphs

Total Assets Over Time

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

$3,439,121$1,719,561$0199920062012YearValue
$2,811,488Latest year 2012

Participants Over Time

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

1050199920062012YearValue
5Latest year 2012

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
201310$0$0-
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-0$0--
201215$2,811,488$43,669$8,734iApproximate average salary by contribution assumption: employee only about $218,345 at 4% or $145,563 at 6%; with 50% employer match about $145,563 at 4% or $97,042 at 6%; with 100% employer match about $109,172 at 4% or $72,782 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$2,811,488$43,669$8,734iApproximate average salary by contribution assumption: employee only about $218,345 at 4% or $145,563 at 6%; with 50% employer match about $145,563 at 4% or $97,042 at 6%; with 100% employer match about $109,172 at 4% or $72,782 at 6%.
201115$2,514,582$35,123$7,025iApproximate average salary by contribution assumption: employee only about $175,615 at 4% or $117,077 at 6%; with 50% employer match about $117,077 at 4% or $78,051 at 6%; with 100% employer match about $87,808 at 4% or $58,538 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$2,514,582$35,123$7,025iApproximate average salary by contribution assumption: employee only about $175,615 at 4% or $117,077 at 6%; with 50% employer match about $117,077 at 4% or $78,051 at 6%; with 100% employer match about $87,808 at 4% or $58,538 at 6%.
201015$2,503,376$58,728$11,746iApproximate average salary by contribution assumption: employee only about $293,640 at 4% or $195,760 at 6%; with 50% employer match about $195,760 at 4% or $130,507 at 6%; with 100% employer match about $146,820 at 4% or $97,880 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$2,503,376$58,728$11,746iApproximate average salary by contribution assumption: employee only about $293,640 at 4% or $195,760 at 6%; with 50% employer match about $195,760 at 4% or $130,507 at 6%; with 100% employer match about $146,820 at 4% or $97,880 at 6%.
200915$2,230,523$54,946$10,989iApproximate average salary by contribution assumption: employee only about $274,730 at 4% or $183,153 at 6%; with 50% employer match about $183,153 at 4% or $122,102 at 6%; with 100% employer match about $137,365 at 4% or $91,577 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$2,230,523$54,946$10,989iApproximate average salary by contribution assumption: employee only about $274,730 at 4% or $183,153 at 6%; with 50% employer match about $183,153 at 4% or $122,102 at 6%; with 100% employer match about $137,365 at 4% or $91,577 at 6%.
200815$1,809,839$48,503$9,701iApproximate average salary by contribution assumption: employee only about $242,515 at 4% or $161,677 at 6%; with 50% employer match about $161,677 at 4% or $107,784 at 6%; with 100% employer match about $121,258 at 4% or $80,838 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$1,809,839$48,503$9,701iApproximate average salary by contribution assumption: employee only about $242,515 at 4% or $161,677 at 6%; with 50% employer match about $161,677 at 4% or $107,784 at 6%; with 100% employer match about $121,258 at 4% or $80,838 at 6%.
200715$2,138,758$78,845$15,769iApproximate average salary by contribution assumption: employee only about $394,225 at 4% or $262,817 at 6%; with 50% employer match about $262,817 at 4% or $175,211 at 6%; with 100% employer match about $197,113 at 4% or $131,408 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-5$2,138,758$78,845$15,769iApproximate average salary by contribution assumption: employee only about $394,225 at 4% or $262,817 at 6%; with 50% employer match about $262,817 at 4% or $175,211 at 6%; with 100% employer match about $197,113 at 4% or $131,408 at 6%.
200617$3,439,121$109,674$15,668iApproximate average salary by contribution assumption: employee only about $391,693 at 4% or $261,129 at 6%; with 50% employer match about $261,129 at 4% or $174,086 at 6%; with 100% employer match about $195,846 at 4% or $130,564 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-7$3,439,121$109,674$15,668iApproximate average salary by contribution assumption: employee only about $391,693 at 4% or $261,129 at 6%; with 50% employer match about $261,129 at 4% or $174,086 at 6%; with 100% employer match about $195,846 at 4% or $130,564 at 6%.
200517$3,097,896$91,855$13,122iApproximate average salary by contribution assumption: employee only about $328,054 at 4% or $218,702 at 6%; with 50% employer match about $218,702 at 4% or $145,802 at 6%; with 100% employer match about $164,027 at 4% or $109,351 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-7$3,097,896$91,855$13,122iApproximate average salary by contribution assumption: employee only about $328,054 at 4% or $218,702 at 6%; with 50% employer match about $218,702 at 4% or $145,802 at 6%; with 100% employer match about $164,027 at 4% or $109,351 at 6%.
200417$3,050,633$92,011$13,144iApproximate average salary by contribution assumption: employee only about $328,611 at 4% or $219,074 at 6%; with 50% employer match about $219,074 at 4% or $146,049 at 6%; with 100% employer match about $164,305 at 4% or $109,537 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-7$3,050,633$92,011$13,144iApproximate average salary by contribution assumption: employee only about $328,611 at 4% or $219,074 at 6%; with 50% employer match about $219,074 at 4% or $146,049 at 6%; with 100% employer match about $164,305 at 4% or $109,537 at 6%.
200318$2,844,168$106,248$13,281iApproximate average salary by contribution assumption: employee only about $332,025 at 4% or $221,350 at 6%; with 50% employer match about $221,350 at 4% or $147,567 at 6%; with 100% employer match about $166,013 at 4% or $110,675 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-8$2,844,168$106,248$13,281iApproximate average salary by contribution assumption: employee only about $332,025 at 4% or $221,350 at 6%; with 50% employer match about $221,350 at 4% or $147,567 at 6%; with 100% employer match about $166,013 at 4% or $110,675 at 6%.
200229$0$0-
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-9---
Oldham & Margolis, M.D., P.A. Money Purchase Plan-0---
2001210$2,490,179$125,799$12,580iApproximate average salary by contribution assumption: employee only about $314,498 at 4% or $209,665 at 6%; with 50% employer match about $209,665 at 4% or $139,777 at 6%; with 100% employer match about $157,249 at 4% or $104,833 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-10$1,277,718$76,065$7,607iApproximate average salary by contribution assumption: employee only about $190,163 at 4% or $126,775 at 6%; with 50% employer match about $126,775 at 4% or $84,517 at 6%; with 100% employer match about $95,081 at 4% or $63,388 at 6%.
Oldham & Margolis, M.D., P.A. Money Purchase Plan-10$1,212,461$49,734$4,973iApproximate average salary by contribution assumption: employee only about $124,335 at 4% or $82,890 at 6%; with 50% employer match about $82,890 at 4% or $55,260 at 6%; with 100% employer match about $62,167 at 4% or $41,445 at 6%.
200029$2,942,092$91,779$10,198iApproximate average salary by contribution assumption: employee only about $254,942 at 4% or $169,961 at 6%; with 50% employer match about $169,961 at 4% or $113,307 at 6%; with 100% employer match about $127,471 at 4% or $84,981 at 6%.
Oldham & Margolis, M.D., P.A. Money Purchase Plan-9$1,548,540$38,805$4,312iApproximate average salary by contribution assumption: employee only about $107,792 at 4% or $71,861 at 6%; with 50% employer match about $71,861 at 4% or $47,907 at 6%; with 100% employer match about $53,896 at 4% or $35,931 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-9$1,393,552$52,974$5,886iApproximate average salary by contribution assumption: employee only about $147,150 at 4% or $98,100 at 6%; with 50% employer match about $98,100 at 4% or $65,400 at 6%; with 100% employer match about $73,575 at 4% or $49,050 at 6%.
199928$2,645,896$88,840$11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Oldham & Margolis, M.D., P.A. Money Purchase Plan-8$1,402,103$38,717$4,840iApproximate average salary by contribution assumption: employee only about $120,991 at 4% or $80,660 at 6%; with 50% employer match about $80,660 at 4% or $53,774 at 6%; with 100% employer match about $60,495 at 4% or $40,330 at 6%.
Oldham & Margolis, M.D., P.A. Profit Sharing Plan-8$1,243,793$50,123$6,265iApproximate average salary by contribution assumption: employee only about $156,634 at 4% or $104,423 at 6%; with 50% employer match about $104,423 at 4% or $69,615 at 6%; with 100% employer match about $78,317 at 4% or $52,211 at 6%.