Civic Intelligence

Beatriz R. Olson, M.D.

Plan context: Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan

EIN 06-1448394 • Middlebury, CT • 17 filings • 2 plans

183 South StreetMiddlebury, CT 06762-2342
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$795,385

2024 Contributions

$33,302

Historical Graphs

Total Assets Over Time

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

$795,385$397,693$0200820162024YearValue
$795,385Latest year 2024

Participants Over Time

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

420200820162024YearValue
3Latest 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
202413$795,385$33,302$11,101iApproximate average salary by contribution assumption: employee only about $277,517 at 4% or $185,011 at 6%; with 50% employer match about $185,011 at 4% or $123,341 at 6%; with 100% employer match about $138,758 at 4% or $92,506 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-3$795,385$33,302$11,101iApproximate average salary by contribution assumption: employee only about $277,517 at 4% or $185,011 at 6%; with 50% employer match about $185,011 at 4% or $123,341 at 6%; with 100% employer match about $138,758 at 4% or $92,506 at 6%.
202313$719,992$24,294$8,098iApproximate average salary by contribution assumption: employee only about $202,450 at 4% or $134,967 at 6%; with 50% employer match about $134,967 at 4% or $89,978 at 6%; with 100% employer match about $101,225 at 4% or $67,483 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-3$719,992$24,294$8,098iApproximate average salary by contribution assumption: employee only about $202,450 at 4% or $134,967 at 6%; with 50% employer match about $134,967 at 4% or $89,978 at 6%; with 100% employer match about $101,225 at 4% or $67,483 at 6%.
202214$632,514$18,443$4,611iApproximate average salary by contribution assumption: employee only about $115,269 at 4% or $76,846 at 6%; with 50% employer match about $76,846 at 4% or $51,231 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-4$632,514$18,443$4,611iApproximate average salary by contribution assumption: employee only about $115,269 at 4% or $76,846 at 6%; with 50% employer match about $76,846 at 4% or $51,231 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%.
202112$739,329$27,420$13,710iApproximate average salary by contribution assumption: employee only about $342,750 at 4% or $228,500 at 6%; with 50% employer match about $228,500 at 4% or $152,333 at 6%; with 100% employer match about $171,375 at 4% or $114,250 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$739,329$27,420$13,710iApproximate average salary by contribution assumption: employee only about $342,750 at 4% or $228,500 at 6%; with 50% employer match about $228,500 at 4% or $152,333 at 6%; with 100% employer match about $171,375 at 4% or $114,250 at 6%.
202012$757,263$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$757,263$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201912$779,050$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$779,050$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201812$596,940$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$596,940$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
201712$620,053$28,501$14,251iApproximate average salary by contribution assumption: employee only about $356,263 at 4% or $237,508 at 6%; with 50% employer match about $237,508 at 4% or $158,339 at 6%; with 100% employer match about $178,131 at 4% or $118,754 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$620,053$28,501$14,251iApproximate average salary by contribution assumption: employee only about $356,263 at 4% or $237,508 at 6%; with 50% employer match about $237,508 at 4% or $158,339 at 6%; with 100% employer match about $178,131 at 4% or $118,754 at 6%.
201612$497,808$28,160$14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$497,808$28,160$14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%.
201512$448,005$31,704$15,852iApproximate average salary by contribution assumption: employee only about $396,300 at 4% or $264,200 at 6%; with 50% employer match about $264,200 at 4% or $176,133 at 6%; with 100% employer match about $198,150 at 4% or $132,100 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$448,005$31,704$15,852iApproximate average salary by contribution assumption: employee only about $396,300 at 4% or $264,200 at 6%; with 50% employer match about $264,200 at 4% or $176,133 at 6%; with 100% employer match about $198,150 at 4% or $132,100 at 6%.
201412$412,251$32,629$16,315iApproximate average salary by contribution assumption: employee only about $407,863 at 4% or $271,908 at 6%; with 50% employer match about $271,908 at 4% or $181,272 at 6%; with 100% employer match about $203,931 at 4% or $135,954 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$412,251$32,629$16,315iApproximate average salary by contribution assumption: employee only about $407,863 at 4% or $271,908 at 6%; with 50% employer match about $271,908 at 4% or $181,272 at 6%; with 100% employer match about $203,931 at 4% or $135,954 at 6%.
201312$370,742$30,800$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$370,742$30,800$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.
201212$303,115$12,834$6,417iApproximate average salary by contribution assumption: employee only about $160,425 at 4% or $106,950 at 6%; with 50% employer match about $106,950 at 4% or $71,300 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$303,115$12,834$6,417iApproximate average salary by contribution assumption: employee only about $160,425 at 4% or $106,950 at 6%; with 50% employer match about $106,950 at 4% or $71,300 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
201112$260,288$31,861$15,931iApproximate average salary by contribution assumption: employee only about $398,263 at 4% or $265,508 at 6%; with 50% employer match about $265,508 at 4% or $177,006 at 6%; with 100% employer match about $199,131 at 4% or $132,754 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$260,288$31,861$15,931iApproximate average salary by contribution assumption: employee only about $398,263 at 4% or $265,508 at 6%; with 50% employer match about $265,508 at 4% or $177,006 at 6%; with 100% employer match about $199,131 at 4% or $132,754 at 6%.
201012$257,684$11,229$5,615iApproximate average salary by contribution assumption: employee only about $140,363 at 4% or $93,575 at 6%; with 50% employer match about $93,575 at 4% or $62,383 at 6%; with 100% employer match about $70,181 at 4% or $46,788 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$257,684$11,229$5,615iApproximate average salary by contribution assumption: employee only about $140,363 at 4% or $93,575 at 6%; with 50% employer match about $93,575 at 4% or $62,383 at 6%; with 100% employer match about $70,181 at 4% or $46,788 at 6%.
200912$199,361$6,186$3,093iApproximate average salary by contribution assumption: employee only about $77,325 at 4% or $51,550 at 6%; with 50% employer match about $51,550 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,775 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$199,361$6,186$3,093iApproximate average salary by contribution assumption: employee only about $77,325 at 4% or $51,550 at 6%; with 50% employer match about $51,550 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,775 at 6%.
200812$161,962$216,870$108,435iApproximate average salary by contribution assumption: employee only about $2,710,875 at 4% or $1,807,250 at 6%; with 50% employer match about $1,807,250 at 4% or $1,204,833 at 6%; with 100% employer match about $1,355,438 at 4% or $903,625 at 6%.
Beatriz R. Olson, M.D. 401(K) Profit Sharing Plan-2$161,962$216,870$108,435iApproximate average salary by contribution assumption: employee only about $2,710,875 at 4% or $1,807,250 at 6%; with 50% employer match about $1,807,250 at 4% or $1,204,833 at 6%; with 100% employer match about $1,355,438 at 4% or $903,625 at 6%.