Civic Intelligence

OSHEAN, INC.

Plan context: OSHEAN TAX DEFERRED ANNUITY PLAN

EIN 05-0509325 • Warwick, RI • 30 filings • 4 plans

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301 Metro Center Blvd.Suite 302Warwick, RI 02886
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$9,112,297

2024 Contributions

$2,458,781

Historical Graphs

Total Assets Over Time

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

$9,112,297$4,556,149$0200920172024YearValue
$9,112,297Latest year 2024

Participants Over Time

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

43220200920172024YearValue
43Latest year 2024

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
2024143$9,112,297$2,458,781$57,181iApproximate average salary by contribution assumption: employee only about $1,429,524 at 4% or $953,016 at 6%; with 50% employer match about $953,016 at 4% or $635,344 at 6%; with 100% employer match about $714,762 at 4% or $476,508 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-43$9,112,297$2,458,781$57,181iApproximate average salary by contribution assumption: employee only about $1,429,524 at 4% or $953,016 at 6%; with 50% employer match about $953,016 at 4% or $635,344 at 6%; with 100% employer match about $714,762 at 4% or $476,508 at 6%.
2023134$6,550,537$483,536$14,222iApproximate average salary by contribution assumption: employee only about $355,541 at 4% or $237,027 at 6%; with 50% employer match about $237,027 at 4% or $158,018 at 6%; with 100% employer match about $177,771 at 4% or $118,514 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-34$6,550,537$483,536$14,222iApproximate average salary by contribution assumption: employee only about $355,541 at 4% or $237,027 at 6%; with 50% employer match about $237,027 at 4% or $158,018 at 6%; with 100% employer match about $177,771 at 4% or $118,514 at 6%.
2022135$5,581,927$587,330$16,781iApproximate average salary by contribution assumption: employee only about $419,521 at 4% or $279,681 at 6%; with 50% employer match about $279,681 at 4% or $186,454 at 6%; with 100% employer match about $209,761 at 4% or $139,840 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-35$5,581,927$587,330$16,781iApproximate average salary by contribution assumption: employee only about $419,521 at 4% or $279,681 at 6%; with 50% employer match about $279,681 at 4% or $186,454 at 6%; with 100% employer match about $209,761 at 4% or $139,840 at 6%.
2021133$5,535,637$492,043$14,910iApproximate average salary by contribution assumption: employee only about $372,760 at 4% or $248,507 at 6%; with 50% employer match about $248,507 at 4% or $165,671 at 6%; with 100% employer match about $186,380 at 4% or $124,253 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-33$5,535,637$492,043$14,910iApproximate average salary by contribution assumption: employee only about $372,760 at 4% or $248,507 at 6%; with 50% employer match about $248,507 at 4% or $165,671 at 6%; with 100% employer match about $186,380 at 4% or $124,253 at 6%.
2020133$5,269,917$436,527$13,228iApproximate average salary by contribution assumption: employee only about $330,702 at 4% or $220,468 at 6%; with 50% employer match about $220,468 at 4% or $146,979 at 6%; with 100% employer match about $165,351 at 4% or $110,234 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-33$5,269,917$436,527$13,228iApproximate average salary by contribution assumption: employee only about $330,702 at 4% or $220,468 at 6%; with 50% employer match about $220,468 at 4% or $146,979 at 6%; with 100% employer match about $165,351 at 4% or $110,234 at 6%.
2019131$4,351,076$455,499$14,694iApproximate average salary by contribution assumption: employee only about $367,338 at 4% or $244,892 at 6%; with 50% employer match about $244,892 at 4% or $163,261 at 6%; with 100% employer match about $183,669 at 4% or $122,446 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-31$4,351,076$455,499$14,694iApproximate average salary by contribution assumption: employee only about $367,338 at 4% or $244,892 at 6%; with 50% employer match about $244,892 at 4% or $163,261 at 6%; with 100% employer match about $183,669 at 4% or $122,446 at 6%.
2018128$3,246,241$415,335$14,833iApproximate average salary by contribution assumption: employee only about $370,835 at 4% or $247,223 at 6%; with 50% employer match about $247,223 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,612 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-28$3,246,241$415,335$14,833iApproximate average salary by contribution assumption: employee only about $370,835 at 4% or $247,223 at 6%; with 50% employer match about $247,223 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,612 at 6%.
2017128$2,961,466$396,489$14,160iApproximate average salary by contribution assumption: employee only about $354,008 at 4% or $236,005 at 6%; with 50% employer match about $236,005 at 4% or $157,337 at 6%; with 100% employer match about $177,004 at 4% or $118,003 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-28$2,961,466$396,489$14,160iApproximate average salary by contribution assumption: employee only about $354,008 at 4% or $236,005 at 6%; with 50% employer match about $236,005 at 4% or $157,337 at 6%; with 100% employer match about $177,004 at 4% or $118,003 at 6%.
2016127$2,385,108$382,585$14,170iApproximate average salary by contribution assumption: employee only about $354,245 at 4% or $236,164 at 6%; with 50% employer match about $236,164 at 4% or $157,442 at 6%; with 100% employer match about $177,123 at 4% or $118,082 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-27$2,385,108$382,585$14,170iApproximate average salary by contribution assumption: employee only about $354,245 at 4% or $236,164 at 6%; with 50% employer match about $236,164 at 4% or $157,442 at 6%; with 100% employer match about $177,123 at 4% or $118,082 at 6%.
2015128$1,923,919$316,581$11,306iApproximate average salary by contribution assumption: employee only about $282,662 at 4% or $188,441 at 6%; with 50% employer match about $188,441 at 4% or $125,627 at 6%; with 100% employer match about $141,331 at 4% or $94,221 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-28$1,923,919$316,581$11,306iApproximate average salary by contribution assumption: employee only about $282,662 at 4% or $188,441 at 6%; with 50% employer match about $188,441 at 4% or $125,627 at 6%; with 100% employer match about $141,331 at 4% or $94,221 at 6%.
2014125$1,583,358$283,518$11,341iApproximate average salary by contribution assumption: employee only about $283,518 at 4% or $189,012 at 6%; with 50% employer match about $189,012 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-25$1,583,358$283,518$11,341iApproximate average salary by contribution assumption: employee only about $283,518 at 4% or $189,012 at 6%; with 50% employer match about $189,012 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
2013120$1,252,049$196,731$9,837iApproximate average salary by contribution assumption: employee only about $245,914 at 4% or $163,943 at 6%; with 50% employer match about $163,943 at 4% or $109,295 at 6%; with 100% employer match about $122,957 at 4% or $81,971 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-20$1,252,049$196,731$9,837iApproximate average salary by contribution assumption: employee only about $245,914 at 4% or $163,943 at 6%; with 50% employer match about $163,943 at 4% or $109,295 at 6%; with 100% employer match about $122,957 at 4% or $81,971 at 6%.
2012111$841,187$85,077$7,734iApproximate average salary by contribution assumption: employee only about $193,357 at 4% or $128,905 at 6%; with 50% employer match about $128,905 at 4% or $85,936 at 6%; with 100% employer match about $96,678 at 4% or $64,452 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-11$841,187$85,077$7,734iApproximate average salary by contribution assumption: employee only about $193,357 at 4% or $128,905 at 6%; with 50% employer match about $128,905 at 4% or $85,936 at 6%; with 100% employer match about $96,678 at 4% or $64,452 at 6%.
2011110$747,118$111,746$11,175iApproximate average salary by contribution assumption: employee only about $279,365 at 4% or $186,243 at 6%; with 50% employer match about $186,243 at 4% or $124,162 at 6%; with 100% employer match about $139,683 at 4% or $93,122 at 6%.
OSHEAN TAX DEFERRED ANNUITY PLAN-10$747,118$111,746$11,175iApproximate average salary by contribution assumption: employee only about $279,365 at 4% or $186,243 at 6%; with 50% employer match about $186,243 at 4% or $124,162 at 6%; with 100% employer match about $139,683 at 4% or $93,122 at 6%.
201017$636,896$106,214$15,173iApproximate average salary by contribution assumption: employee only about $379,336 at 4% or $252,890 at 6%; with 50% employer match about $252,890 at 4% or $168,594 at 6%; with 100% employer match about $189,668 at 4% or $126,445 at 6%.
OCEAN STATE HIGHER EDUCATION DEVELOPMENT ADMINISTRATIVE NETWORK, INC. TAX DEFERRED ANNUITY PLAN-7$636,896$106,214$15,173iApproximate average salary by contribution assumption: employee only about $379,336 at 4% or $252,890 at 6%; with 50% employer match about $252,890 at 4% or $168,594 at 6%; with 100% employer match about $189,668 at 4% or $126,445 at 6%.
200927$477,540$89,487$12,784iApproximate average salary by contribution assumption: employee only about $319,596 at 4% or $213,064 at 6%; with 50% employer match about $213,064 at 4% or $142,043 at 6%; with 100% employer match about $159,798 at 4% or $106,532 at 6%.
OCEAN STATE HIGHER EDUCATION DEVELOPMENT ADMINISTRATIVE NETWORK, INC. TAX DEFERRED ANNUITY PLAN-7$477,540$89,487$12,784iApproximate average salary by contribution assumption: employee only about $319,596 at 4% or $213,064 at 6%; with 50% employer match about $213,064 at 4% or $142,043 at 6%; with 100% employer match about $159,798 at 4% or $106,532 at 6%.
OSHEAN DEFINED CONTRIBUTION RETIREMENT PLAN-0$0--
200820$0$0-
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200720$0$0-
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200620$0$0-
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200520$0$0-
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200420$0$0-
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200320$0$0-
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200210$0$0-
DEFINED CONTRIBUTION RETIREMENT PLAN-0---