Civic Intelligence

Oliveri & Associates Inc.

Plan context: Oliveri & Associates Defined Benefit Plan

EIN 04-3147607 • Westwood, MA • 19 filings • 6 plans

104 Pleasant Valley RoadWestwood, MA 02090-1126
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$87,995

2016 Contributions

$23,270

Historical Graphs

Total Assets Over Time

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

$1,710,824$855,412$0199920092015YearValue
$87,995Latest year 2015

Participants Over Time

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

420199920072015YearValue
1Latest year 2015

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
201610$0$0-
Oliveri & Associates Defined Benefit Plan-0$0--
201511$87,995$23,270$23,270iApproximate average salary by contribution assumption: employee only about $581,750 at 4% or $387,833 at 6%; with 50% employer match about $387,833 at 4% or $258,556 at 6%; with 100% employer match about $290,875 at 4% or $193,917 at 6%.
Oliveri & Associates Defined Benefit Plan-1$87,995$23,270$23,270iApproximate average salary by contribution assumption: employee only about $581,750 at 4% or $387,833 at 6%; with 50% employer match about $387,833 at 4% or $258,556 at 6%; with 100% employer match about $290,875 at 4% or $193,917 at 6%.
201413$1,710,824$69,863$23,288iApproximate average salary by contribution assumption: employee only about $582,192 at 4% or $388,128 at 6%; with 50% employer match about $388,128 at 4% or $258,752 at 6%; with 100% employer match about $291,096 at 4% or $194,064 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,710,824$69,863$23,288iApproximate average salary by contribution assumption: employee only about $582,192 at 4% or $388,128 at 6%; with 50% employer match about $388,128 at 4% or $258,752 at 6%; with 100% employer match about $291,096 at 4% or $194,064 at 6%.
201313$1,644,850$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,644,850$69,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201213$1,454,211$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,454,211$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201113$1,260,633$71,724$23,908iApproximate average salary by contribution assumption: employee only about $597,700 at 4% or $398,467 at 6%; with 50% employer match about $398,467 at 4% or $265,644 at 6%; with 100% employer match about $298,850 at 4% or $199,233 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,260,633$71,724$23,908iApproximate average salary by contribution assumption: employee only about $597,700 at 4% or $398,467 at 6%; with 50% employer match about $398,467 at 4% or $265,644 at 6%; with 100% employer match about $298,850 at 4% or $199,233 at 6%.
201013$1,217,238$61,123$20,374iApproximate average salary by contribution assumption: employee only about $509,358 at 4% or $339,572 at 6%; with 50% employer match about $339,572 at 4% or $226,381 at 6%; with 100% employer match about $254,679 at 4% or $169,786 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,217,238$61,123$20,374iApproximate average salary by contribution assumption: employee only about $509,358 at 4% or $339,572 at 6%; with 50% employer match about $339,572 at 4% or $226,381 at 6%; with 100% employer match about $254,679 at 4% or $169,786 at 6%.
200913$1,087,161$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
Oliveri & Associates Defined Benefit Plan-3$1,087,161$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
200812$935,785$70,094$35,047iApproximate average salary by contribution assumption: employee only about $876,175 at 4% or $584,117 at 6%; with 50% employer match about $584,117 at 4% or $389,411 at 6%; with 100% employer match about $438,088 at 4% or $292,058 at 6%.
Oliveri & Associates Defined Benefit Plan-2$935,785$70,094$35,047iApproximate average salary by contribution assumption: employee only about $876,175 at 4% or $584,117 at 6%; with 50% employer match about $584,117 at 4% or $389,411 at 6%; with 100% employer match about $438,088 at 4% or $292,058 at 6%.
200712$0$0-
Oliveri & Associates Defined Benefit Plan-2---
200612$758,931$43,312$21,656iApproximate average salary by contribution assumption: employee only about $541,400 at 4% or $360,933 at 6%; with 50% employer match about $360,933 at 4% or $240,622 at 6%; with 100% employer match about $270,700 at 4% or $180,467 at 6%.
Oliveri & Associates Defined Benefit Plan-2$758,931$43,312$21,656iApproximate average salary by contribution assumption: employee only about $541,400 at 4% or $360,933 at 6%; with 50% employer match about $360,933 at 4% or $240,622 at 6%; with 100% employer match about $270,700 at 4% or $180,467 at 6%.
200512$771,978$42,703$21,352iApproximate average salary by contribution assumption: employee only about $533,788 at 4% or $355,858 at 6%; with 50% employer match about $355,858 at 4% or $237,239 at 6%; with 100% employer match about $266,894 at 4% or $177,929 at 6%.
Oliveri & Associates Defined Benefit Plan-2$771,978$42,703$21,352iApproximate average salary by contribution assumption: employee only about $533,788 at 4% or $355,858 at 6%; with 50% employer match about $355,858 at 4% or $237,239 at 6%; with 100% employer match about $266,894 at 4% or $177,929 at 6%.
200414$698,966$40,674$10,169iApproximate average salary by contribution assumption: employee only about $254,213 at 4% or $169,475 at 6%; with 50% employer match about $169,475 at 4% or $112,983 at 6%; with 100% employer match about $127,106 at 4% or $84,738 at 6%.
Oliveri & Associates Defined Benefit Plan-4$698,966$40,674$10,169iApproximate average salary by contribution assumption: employee only about $254,213 at 4% or $169,475 at 6%; with 50% employer match about $169,475 at 4% or $112,983 at 6%; with 100% employer match about $127,106 at 4% or $84,738 at 6%.
200314$784,394$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Oliveri & Associates Defined Benefit Plan-4$784,394$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200214$594,048$50,015$12,504iApproximate average salary by contribution assumption: employee only about $312,594 at 4% or $208,396 at 6%; with 50% employer match about $208,396 at 4% or $138,931 at 6%; with 100% employer match about $156,297 at 4% or $104,198 at 6%.
Oliveri & Associates Defined Benefit Plan-4$594,048$50,015$12,504iApproximate average salary by contribution assumption: employee only about $312,594 at 4% or $208,396 at 6%; with 50% employer match about $208,396 at 4% or $138,931 at 6%; with 100% employer match about $156,297 at 4% or $104,198 at 6%.
200113$0$0-
Oliveri & Associates Defined Benefit Plan-3---
200013$0$0-
Oliveri & Associates Defined Benefit Plan-3---
199923$301,908$90,439$30,146iApproximate average salary by contribution assumption: employee only about $753,658 at 4% or $502,439 at 6%; with 50% employer match about $502,439 at 4% or $334,959 at 6%; with 100% employer match about $376,829 at 4% or $251,219 at 6%.
Oliveri & Associates Defined Benefit Plan-3$301,908$90,439$30,146iApproximate average salary by contribution assumption: employee only about $753,658 at 4% or $502,439 at 6%; with 50% employer match about $502,439 at 4% or $334,959 at 6%; with 100% employer match about $376,829 at 4% or $251,219 at 6%.
Oliveri & Associates Profit Sharing Plan-0---