Civic Intelligence

Edward J. Oleary, Jr., D.D.S.

Plan context: The Edward J. Oleary Pension Plan

EIN 04-2448641 • 23 filings • 3 plans

Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$2,222,569

2013 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$2,222,569$1,111,285$0199920062012YearValue
$2,222,569Latest year 2012

Participants Over Time

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

740199920062012YearValue
4Latest 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-
The Edward J. Oleary Pension Plan-0---
201214$2,222,569$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
The Edward J. Oleary Pension Plan-4$2,222,569$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201114$2,024,139$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
The Edward J. Oleary Pension Plan-4$2,024,139$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201014$2,003,487$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Edward J. Oleary Pension Plan-4$2,003,487$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200914$1,768,520$79,975$19,994iApproximate average salary by contribution assumption: employee only about $499,844 at 4% or $333,229 at 6%; with 50% employer match about $333,229 at 4% or $222,153 at 6%; with 100% employer match about $249,922 at 4% or $166,615 at 6%.
The Edward J. Oleary Pension Plan-4$1,768,520$79,975$19,994iApproximate average salary by contribution assumption: employee only about $499,844 at 4% or $333,229 at 6%; with 50% employer match about $333,229 at 4% or $222,153 at 6%; with 100% employer match about $249,922 at 4% or $166,615 at 6%.
200814$1,318,038$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
The Edward J. Oleary Pension Plan-4$1,318,038$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200712$1,821,835$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Edward J. Oleary Pension Plan-2$1,821,835$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200612$1,638,216$77,923$38,962iApproximate average salary by contribution assumption: employee only about $974,038 at 4% or $649,358 at 6%; with 50% employer match about $649,358 at 4% or $432,906 at 6%; with 100% employer match about $487,019 at 4% or $324,679 at 6%.
The Edward J. Oleary Pension Plan-2$1,638,216$77,923$38,962iApproximate average salary by contribution assumption: employee only about $974,038 at 4% or $649,358 at 6%; with 50% employer match about $649,358 at 4% or $432,906 at 6%; with 100% employer match about $487,019 at 4% or $324,679 at 6%.
200531$1,402,323$1,225,330$1,225,330iApproximate average salary by contribution assumption: employee only about $30,633,250 at 4% or $20,422,167 at 6%; with 50% employer match about $20,422,167 at 4% or $13,614,778 at 6%; with 100% employer match about $15,316,625 at 4% or $10,211,083 at 6%.
The Edward J. Oleary Pension Plan-1$1,402,323$1,225,330$1,225,330iApproximate average salary by contribution assumption: employee only about $30,633,250 at 4% or $20,422,167 at 6%; with 50% employer match about $20,422,167 at 4% or $13,614,778 at 6%; with 100% employer match about $15,316,625 at 4% or $10,211,083 at 6%.
The Edward J. Oleary 401K Retirement Plan-0---
The Edward J. Oleary Money Purchase Pension Plan-0---
200433$1,253,003$84,164$28,055iApproximate average salary by contribution assumption: employee only about $701,367 at 4% or $467,578 at 6%; with 50% employer match about $467,578 at 4% or $311,719 at 6%; with 100% employer match about $350,683 at 4% or $233,789 at 6%.
The Edward J. Oleary Money Purchase Pension Plan-1$1,145,330$11,619$11,619iApproximate average salary by contribution assumption: employee only about $290,475 at 4% or $193,650 at 6%; with 50% employer match about $193,650 at 4% or $129,100 at 6%; with 100% employer match about $145,238 at 4% or $96,825 at 6%.
The Edward J. Oleary Pension Plan-1$69,820$69,820$69,820iApproximate average salary by contribution assumption: employee only about $1,745,500 at 4% or $1,163,667 at 6%; with 50% employer match about $1,163,667 at 4% or $775,778 at 6%; with 100% employer match about $872,750 at 4% or $581,833 at 6%.
The Edward J. Oleary 401K Retirement Plan-3$37,853$2,725$908iApproximate average salary by contribution assumption: employee only about $22,708 at 4% or $15,139 at 6%; with 50% employer match about $15,139 at 4% or $10,093 at 6%; with 100% employer match about $11,354 at 4% or $7,569 at 6%.
200325$1,113,627$45,670$9,134iApproximate average salary by contribution assumption: employee only about $228,350 at 4% or $152,233 at 6%; with 50% employer match about $152,233 at 4% or $101,489 at 6%; with 100% employer match about $114,175 at 4% or $76,117 at 6%.
The Edward J. Oleary Money Purchase Pension Plan-2$1,084,090$42,248$21,124iApproximate average salary by contribution assumption: employee only about $528,100 at 4% or $352,067 at 6%; with 50% employer match about $352,067 at 4% or $234,711 at 6%; with 100% employer match about $264,050 at 4% or $176,033 at 6%.
The Edward J. Oleary 401K Retirement Plan-5$29,537$3,422$684iApproximate average salary by contribution assumption: employee only about $17,110 at 4% or $11,407 at 6%; with 50% employer match about $11,407 at 4% or $7,604 at 6%; with 100% employer match about $8,555 at 4% or $5,703 at 6%.
200225$891,773$45,306$9,061iApproximate average salary by contribution assumption: employee only about $226,530 at 4% or $151,020 at 6%; with 50% employer match about $151,020 at 4% or $100,680 at 6%; with 100% employer match about $113,265 at 4% or $75,510 at 6%.
The Edward J. Oleary Money Purchase Pension Plan-2$871,501$42,200$21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%.
The Edward J. Oleary 401K Retirement Plan-5$20,272$3,106$621iApproximate average salary by contribution assumption: employee only about $15,530 at 4% or $10,353 at 6%; with 50% employer match about $10,353 at 4% or $6,902 at 6%; with 100% employer match about $7,765 at 4% or $5,177 at 6%.
200125$1,087,308$39,421$7,884iApproximate average salary by contribution assumption: employee only about $197,105 at 4% or $131,403 at 6%; with 50% employer match about $131,403 at 4% or $87,602 at 6%; with 100% employer match about $98,553 at 4% or $65,702 at 6%.
The Edward J. Oleary Money Purchase Pension Plan-2$1,066,731$36,636$18,318iApproximate average salary by contribution assumption: employee only about $457,950 at 4% or $305,300 at 6%; with 50% employer match about $305,300 at 4% or $203,533 at 6%; with 100% employer match about $228,975 at 4% or $152,650 at 6%.
The Edward J. Oleary 401K Retirement Plan-5$20,577$2,785$557iApproximate average salary by contribution assumption: employee only about $13,925 at 4% or $9,283 at 6%; with 50% employer match about $9,283 at 4% or $6,189 at 6%; with 100% employer match about $6,963 at 4% or $4,642 at 6%.
200027$1,097,728$35,132$5,019iApproximate average salary by contribution assumption: employee only about $125,471 at 4% or $83,648 at 6%; with 50% employer match about $83,648 at 4% or $55,765 at 6%; with 100% employer match about $62,736 at 4% or $41,824 at 6%.
The Edward J. Oleary Money Purchase Pension Plan-2$1,079,680$31,658$15,829iApproximate average salary by contribution assumption: employee only about $395,725 at 4% or $263,817 at 6%; with 50% employer match about $263,817 at 4% or $175,878 at 6%; with 100% employer match about $197,863 at 4% or $131,908 at 6%.
The Edward J. Oleary 401K Retirement Plan-7$18,048$3,474$496iApproximate average salary by contribution assumption: employee only about $12,407 at 4% or $8,271 at 6%; with 50% employer match about $8,271 at 4% or $5,514 at 6%; with 100% employer match about $6,204 at 4% or $4,136 at 6%.
199915$13,079$4,203$841iApproximate average salary by contribution assumption: employee only about $21,015 at 4% or $14,010 at 6%; with 50% employer match about $14,010 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%.
The Edward J. Oleary 401K Retirement Plan-5$13,079$4,203$841iApproximate average salary by contribution assumption: employee only about $21,015 at 4% or $14,010 at 6%; with 50% employer match about $14,010 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%.