Ouellette & Associates, P.A.
Plan context: Ouellette & Associates, P.A. Profit Sharing Plan and Trust
EIN 01-0448675 • Lewiston, ME • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$9,643,567
2024 Contributions
$487,662
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 | 39 | $9,643,567 | $487,662 | $12,504iApproximate average salary by contribution assumption: employee only about $312,604 at 4% or $208,403 at 6%; with 50% employer match about $208,403 at 4% or $138,935 at 6%; with 100% employer match about $156,302 at 4% or $104,201 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 39 | $9,643,567 | $487,662 | $12,504iApproximate average salary by contribution assumption: employee only about $312,604 at 4% or $208,403 at 6%; with 50% employer match about $208,403 at 4% or $138,935 at 6%; with 100% employer match about $156,302 at 4% or $104,201 at 6%. |
| 2023 | 1 | 33 | $9,177,282 | $452,004 | $13,697iApproximate average salary by contribution assumption: employee only about $342,427 at 4% or $228,285 at 6%; with 50% employer match about $228,285 at 4% or $152,190 at 6%; with 100% employer match about $171,214 at 4% or $114,142 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 33 | $9,177,282 | $452,004 | $13,697iApproximate average salary by contribution assumption: employee only about $342,427 at 4% or $228,285 at 6%; with 50% employer match about $228,285 at 4% or $152,190 at 6%; with 100% employer match about $171,214 at 4% or $114,142 at 6%. |
| 2022 | 1 | 35 | $8,212,838 | $438,127 | $12,518iApproximate average salary by contribution assumption: employee only about $312,948 at 4% or $208,632 at 6%; with 50% employer match about $208,632 at 4% or $139,088 at 6%; with 100% employer match about $156,474 at 4% or $104,316 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 35 | $8,212,838 | $438,127 | $12,518iApproximate average salary by contribution assumption: employee only about $312,948 at 4% or $208,632 at 6%; with 50% employer match about $208,632 at 4% or $139,088 at 6%; with 100% employer match about $156,474 at 4% or $104,316 at 6%. |
| 2021 | 1 | 32 | $9,993,181 | $483,150 | $15,098iApproximate average salary by contribution assumption: employee only about $377,461 at 4% or $251,641 at 6%; with 50% employer match about $251,641 at 4% or $167,760 at 6%; with 100% employer match about $188,730 at 4% or $125,820 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 32 | $9,993,181 | $483,150 | $15,098iApproximate average salary by contribution assumption: employee only about $377,461 at 4% or $251,641 at 6%; with 50% employer match about $251,641 at 4% or $167,760 at 6%; with 100% employer match about $188,730 at 4% or $125,820 at 6%. |
| 2020 | 1 | 34 | $8,595,478 | $450,842 | $13,260iApproximate average salary by contribution assumption: employee only about $331,501 at 4% or $221,001 at 6%; with 50% employer match about $221,001 at 4% or $147,334 at 6%; with 100% employer match about $165,751 at 4% or $110,500 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 34 | $8,595,478 | $450,842 | $13,260iApproximate average salary by contribution assumption: employee only about $331,501 at 4% or $221,001 at 6%; with 50% employer match about $221,001 at 4% or $147,334 at 6%; with 100% employer match about $165,751 at 4% or $110,500 at 6%. |
| 2019 | 1 | 35 | $7,808,741 | $365,437 | $10,441iApproximate average salary by contribution assumption: employee only about $261,026 at 4% or $174,018 at 6%; with 50% employer match about $174,018 at 4% or $116,012 at 6%; with 100% employer match about $130,513 at 4% or $87,009 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 35 | $7,808,741 | $365,437 | $10,441iApproximate average salary by contribution assumption: employee only about $261,026 at 4% or $174,018 at 6%; with 50% employer match about $174,018 at 4% or $116,012 at 6%; with 100% employer match about $130,513 at 4% or $87,009 at 6%. |
| 2018 | 1 | 32 | $6,879,094 | $357,559 | $11,174iApproximate average salary by contribution assumption: employee only about $279,343 at 4% or $186,229 at 6%; with 50% employer match about $186,229 at 4% or $124,152 at 6%; with 100% employer match about $139,671 at 4% or $93,114 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 32 | $6,879,094 | $357,559 | $11,174iApproximate average salary by contribution assumption: employee only about $279,343 at 4% or $186,229 at 6%; with 50% employer match about $186,229 at 4% or $124,152 at 6%; with 100% employer match about $139,671 at 4% or $93,114 at 6%. |
| 2017 | 1 | 36 | $8,006,610 | $2,542,416 | $70,623iApproximate average salary by contribution assumption: employee only about $1,765,567 at 4% or $1,177,044 at 6%; with 50% employer match about $1,177,044 at 4% or $784,696 at 6%; with 100% employer match about $882,783 at 4% or $588,522 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 36 | $8,006,610 | $2,542,416 | $70,623iApproximate average salary by contribution assumption: employee only about $1,765,567 at 4% or $1,177,044 at 6%; with 50% employer match about $1,177,044 at 4% or $784,696 at 6%; with 100% employer match about $882,783 at 4% or $588,522 at 6%. |
| 2016 | 1 | 30 | $5,894,157 | $301,720 | $10,057iApproximate average salary by contribution assumption: employee only about $251,433 at 4% or $167,622 at 6%; with 50% employer match about $167,622 at 4% or $111,748 at 6%; with 100% employer match about $125,717 at 4% or $83,811 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 30 | $5,894,157 | $301,720 | $10,057iApproximate average salary by contribution assumption: employee only about $251,433 at 4% or $167,622 at 6%; with 50% employer match about $167,622 at 4% or $111,748 at 6%; with 100% employer match about $125,717 at 4% or $83,811 at 6%. |
| 2015 | 1 | 30 | $5,248,519 | $347,938 | $11,598iApproximate average salary by contribution assumption: employee only about $289,948 at 4% or $193,299 at 6%; with 50% employer match about $193,299 at 4% or $128,866 at 6%; with 100% employer match about $144,974 at 4% or $96,649 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 30 | $5,248,519 | $347,938 | $11,598iApproximate average salary by contribution assumption: employee only about $289,948 at 4% or $193,299 at 6%; with 50% employer match about $193,299 at 4% or $128,866 at 6%; with 100% employer match about $144,974 at 4% or $96,649 at 6%. |
| 2014 | 1 | 25 | $5,053,370 | $250,853 | $10,034iApproximate average salary by contribution assumption: employee only about $250,853 at 4% or $167,235 at 6%; with 50% employer match about $167,235 at 4% or $111,490 at 6%; with 100% employer match about $125,427 at 4% or $83,618 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 25 | $5,053,370 | $250,853 | $10,034iApproximate average salary by contribution assumption: employee only about $250,853 at 4% or $167,235 at 6%; with 50% employer match about $167,235 at 4% or $111,490 at 6%; with 100% employer match about $125,427 at 4% or $83,618 at 6%. |
| 2013 | 1 | 25 | $4,653,195 | $423,588 | $16,944iApproximate average salary by contribution assumption: employee only about $423,588 at 4% or $282,392 at 6%; with 50% employer match about $282,392 at 4% or $188,261 at 6%; with 100% employer match about $211,794 at 4% or $141,196 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 25 | $4,653,195 | $423,588 | $16,944iApproximate average salary by contribution assumption: employee only about $423,588 at 4% or $282,392 at 6%; with 50% employer match about $282,392 at 4% or $188,261 at 6%; with 100% employer match about $211,794 at 4% or $141,196 at 6%. |
| 2012 | 1 | 25 | $3,616,980 | $305,364 | $12,215iApproximate average salary by contribution assumption: employee only about $305,364 at 4% or $203,576 at 6%; with 50% employer match about $203,576 at 4% or $135,717 at 6%; with 100% employer match about $152,682 at 4% or $101,788 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 25 | $3,616,980 | $305,364 | $12,215iApproximate average salary by contribution assumption: employee only about $305,364 at 4% or $203,576 at 6%; with 50% employer match about $203,576 at 4% or $135,717 at 6%; with 100% employer match about $152,682 at 4% or $101,788 at 6%. |
| 2011 | 1 | 27 | $3,028,943 | $265,698 | $9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,011 at 6%; with 50% employer match about $164,011 at 4% or $109,341 at 6%; with 100% employer match about $123,008 at 4% or $82,006 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 27 | $3,028,943 | $265,698 | $9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,011 at 6%; with 50% employer match about $164,011 at 4% or $109,341 at 6%; with 100% employer match about $123,008 at 4% or $82,006 at 6%. |
| 2010 | 1 | 27 | $2,928,910 | $276,461 | $10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 27 | $2,928,910 | $276,461 | $10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%. |
| 2009 | 1 | 24 | $2,885,262 | $246,138 | $10,256iApproximate average salary by contribution assumption: employee only about $256,394 at 4% or $170,929 at 6%; with 50% employer match about $170,929 at 4% or $113,953 at 6%; with 100% employer match about $128,197 at 4% or $85,465 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 24 | $2,885,262 | $246,138 | $10,256iApproximate average salary by contribution assumption: employee only about $256,394 at 4% or $170,929 at 6%; with 50% employer match about $170,929 at 4% or $113,953 at 6%; with 100% employer match about $128,197 at 4% or $85,465 at 6%. |
| 2008 | 1 | 22 | $2,352,153 | $239,148 | $10,870iApproximate average salary by contribution assumption: employee only about $271,759 at 4% or $181,173 at 6%; with 50% employer match about $181,173 at 4% or $120,782 at 6%; with 100% employer match about $135,880 at 4% or $90,586 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 22 | $2,352,153 | $239,148 | $10,870iApproximate average salary by contribution assumption: employee only about $271,759 at 4% or $181,173 at 6%; with 50% employer match about $181,173 at 4% or $120,782 at 6%; with 100% employer match about $135,880 at 4% or $90,586 at 6%. |
| 2007 | 1 | 22 | $3,424,771 | $251,238 | $11,420iApproximate average salary by contribution assumption: employee only about $285,498 at 4% or $190,332 at 6%; with 50% employer match about $190,332 at 4% or $126,888 at 6%; with 100% employer match about $142,749 at 4% or $95,166 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 22 | $3,424,771 | $251,238 | $11,420iApproximate average salary by contribution assumption: employee only about $285,498 at 4% or $190,332 at 6%; with 50% employer match about $190,332 at 4% or $126,888 at 6%; with 100% employer match about $142,749 at 4% or $95,166 at 6%. |
| 2006 | 1 | 20 | $3,219,310 | $212,481 | $10,624iApproximate average salary by contribution assumption: employee only about $265,601 at 4% or $177,068 at 6%; with 50% employer match about $177,068 at 4% or $118,045 at 6%; with 100% employer match about $132,801 at 4% or $88,534 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 20 | $3,219,310 | $212,481 | $10,624iApproximate average salary by contribution assumption: employee only about $265,601 at 4% or $177,068 at 6%; with 50% employer match about $177,068 at 4% or $118,045 at 6%; with 100% employer match about $132,801 at 4% or $88,534 at 6%. |
| 2005 | 1 | 23 | $2,629,030 | $199,535 | $8,675iApproximate average salary by contribution assumption: employee only about $216,886 at 4% or $144,591 at 6%; with 50% employer match about $144,591 at 4% or $96,394 at 6%; with 100% employer match about $108,443 at 4% or $72,295 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 23 | $2,629,030 | $199,535 | $8,675iApproximate average salary by contribution assumption: employee only about $216,886 at 4% or $144,591 at 6%; with 50% employer match about $144,591 at 4% or $96,394 at 6%; with 100% employer match about $108,443 at 4% or $72,295 at 6%. |
| 2004 | 1 | 19 | $2,304,804 | $203,147 | $10,692iApproximate average salary by contribution assumption: employee only about $267,299 at 4% or $178,199 at 6%; with 50% employer match about $178,199 at 4% or $118,799 at 6%; with 100% employer match about $133,649 at 4% or $89,100 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 19 | $2,304,804 | $203,147 | $10,692iApproximate average salary by contribution assumption: employee only about $267,299 at 4% or $178,199 at 6%; with 50% employer match about $178,199 at 4% or $118,799 at 6%; with 100% employer match about $133,649 at 4% or $89,100 at 6%. |
| 2003 | 1 | 19 | $1,906,726 | $149,756 | $7,882iApproximate average salary by contribution assumption: employee only about $197,047 at 4% or $131,365 at 6%; with 50% employer match about $131,365 at 4% or $87,577 at 6%; with 100% employer match about $98,524 at 4% or $65,682 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 19 | $1,906,726 | $149,756 | $7,882iApproximate average salary by contribution assumption: employee only about $197,047 at 4% or $131,365 at 6%; with 50% employer match about $131,365 at 4% or $87,577 at 6%; with 100% employer match about $98,524 at 4% or $65,682 at 6%. |
| 2002 | 1 | 20 | $1,378,201 | $154,772 | $7,739iApproximate average salary by contribution assumption: employee only about $193,465 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,984 at 6%; with 100% employer match about $96,733 at 4% or $64,488 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 20 | $1,378,201 | $154,772 | $7,739iApproximate average salary by contribution assumption: employee only about $193,465 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,984 at 6%; with 100% employer match about $96,733 at 4% or $64,488 at 6%. |
| 2001 | 1 | 18 | $1,665,992 | $119,136 | $6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%. |
| Ouellette & Associates, P.A. Profit Sharing Plan and Trust | - | 18 | $1,665,992 | $119,136 | $6,619iApproximate average salary by contribution assumption: employee only about $165,467 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,156 at 6%. |