Civic Intelligence

O & S Associates

Plan context: O & S Associates Profit Sharing Plan

EIN 04-2910253 • New Bedford, MA • 17 filings • 1 plans

13 Centre StreetNew Bedford, MA 02740
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$1,300,533

2015 Contributions

$70,718

Historical Graphs

Total Assets Over Time

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

$1,300,533$650,267$0199920112014YearValue
$1,300,533Latest year 2014

Participants Over Time

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

420199920072014YearValue
4Latest year 2014

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
201510$0$0-
O & S Associates Profit Sharing Plan-0$0--
201414$1,300,533$0-
O & S Associates Profit Sharing Plan-4$1,300,533--
201314$1,276,420$0-
O & S Associates Profit Sharing Plan-4$1,276,420$0-
201214$1,207,022$70,718$17,680iApproximate average salary by contribution assumption: employee only about $441,988 at 4% or $294,658 at 6%; with 50% employer match about $294,658 at 4% or $196,439 at 6%; with 100% employer match about $220,994 at 4% or $147,329 at 6%.
O & S Associates Profit Sharing Plan-4$1,207,022$70,718$17,680iApproximate average salary by contribution assumption: employee only about $441,988 at 4% or $294,658 at 6%; with 50% employer match about $294,658 at 4% or $196,439 at 6%; with 100% employer match about $220,994 at 4% or $147,329 at 6%.
201114$1,147,851$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
O & S Associates Profit Sharing Plan-4$1,147,851$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201013$1,008,271$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
O & S Associates Profit Sharing Plan-3$1,008,271$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200913$1,030,628$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
O & S Associates Profit Sharing Plan-3$1,030,628$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200813$0$0-
O & S Associates Profit Sharing Plan-3---
200713$0$0-
O & S Associates Profit Sharing Plan-3---
200613$0$0-
O & S Associates Profit Sharing Plan-3---
200513$0$0-
O & S Associates Profit Sharing Plan-3---
200412$677,726$0-
O & S Associates Profit Sharing Plan-2$677,726--
200312$0$0-
O & S Associates Profit Sharing Plan-2---
200213$0$0-
O & S Associates Profit Sharing Plan-3---
200113$0$0-
O & S Associates Profit Sharing Plan-3---
200012$0$0-
O & S Associates Profit Sharing Plan-2---
199912$771,607$26,088$13,044iApproximate average salary by contribution assumption: employee only about $326,100 at 4% or $217,400 at 6%; with 50% employer match about $217,400 at 4% or $144,933 at 6%; with 100% employer match about $163,050 at 4% or $108,700 at 6%.
O & S Associates Profit Sharing Plan-2$771,607$26,088$13,044iApproximate average salary by contribution assumption: employee only about $326,100 at 4% or $217,400 at 6%; with 50% employer match about $217,400 at 4% or $144,933 at 6%; with 100% employer match about $163,050 at 4% or $108,700 at 6%.