Civic Intelligence

Robert L Oerzen

Plan context: Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.

EIN 11-1845582 • 12 filings • 7 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$358,693

2003 Contributions

$8,385

Historical Graphs

Total Assets Over Time

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

$421,680$210,840$0199920022003YearValue
$358,693Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200322$358,693$8,385$4,193iApproximate average salary by contribution assumption: employee only about $104,813 at 4% or $69,875 at 6%; with 50% employer match about $69,875 at 4% or $46,583 at 6%; with 100% employer match about $52,406 at 4% or $34,938 at 6%.
Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.-2$188,349$8,385$4,193iApproximate average salary by contribution assumption: employee only about $104,813 at 4% or $69,875 at 6%; with 50% employer match about $69,875 at 4% or $46,583 at 6%; with 100% employer match about $52,406 at 4% or $34,938 at 6%.
Mlpf & S Cust FBO Robert L. Oerzen Sr Basic FBO Robert L. Oerzen Sr-1$170,344--
200232$290,486$31,937$15,969iApproximate average salary by contribution assumption: employee only about $399,213 at 4% or $266,142 at 6%; with 50% employer match about $266,142 at 4% or $177,428 at 6%; with 100% employer match about $199,606 at 4% or $133,071 at 6%.
Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.-2$145,859$31,937$15,969iApproximate average salary by contribution assumption: employee only about $399,213 at 4% or $266,142 at 6%; with 50% employer match about $266,142 at 4% or $177,428 at 6%; with 100% employer match about $199,606 at 4% or $133,071 at 6%.
Mlpf & S Cust FBO Robert L. Oerzen Sr Basic FBO Robert L. Oerzen Sr-1$144,627--
COLUMBIA SAVINGS LOAN ASSOC TTEE FOR SELF-EMPLOYED RET PLAN FOR ROBERT L. OERZEN SR.-0---
200122$0$0-
COLUMBIA SAVINGS LOAN ASSOC TTEE FOR SELF-EMPLOYED RET PLAN FOR ROBERT L. OERZEN SR.-1---
Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.-2---
200031$411,570$5,442$5,442iApproximate average salary by contribution assumption: employee only about $136,050 at 4% or $90,700 at 6%; with 50% employer match about $90,700 at 4% or $60,467 at 6%; with 100% employer match about $68,025 at 4% or $45,350 at 6%.
Mlpf & S Cust FBO Robert L. Oerzen Sr Basic FBO Robert L. Oerzen Sr-1$241,066--
Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.-1$149,592$5,442$5,442iApproximate average salary by contribution assumption: employee only about $136,050 at 4% or $90,700 at 6%; with 50% employer match about $90,700 at 4% or $60,467 at 6%; with 100% employer match about $68,025 at 4% or $45,350 at 6%.
COLUMBIA SAVINGS LOAN ASSOC TTEE FOR SELF-EMPLOYED RET PLAN FOR ROBERT L. OERZEN SR.-1$20,912--
199921$421,680$4,988$4,988iApproximate average salary by contribution assumption: employee only about $124,700 at 4% or $83,133 at 6%; with 50% employer match about $83,133 at 4% or $55,422 at 6%; with 100% employer match about $62,350 at 4% or $41,567 at 6%.
Mlpf & S Cust FBO Robert L. Oerzen Sr Basic FBO Robert L. Oerzen Sr-1$275,688--
Fidelity Defined Contribution Profit Sharing Plan for Robert L Oerzen Sr.-1$145,992$4,988$4,988iApproximate average salary by contribution assumption: employee only about $124,700 at 4% or $83,133 at 6%; with 50% employer match about $83,133 at 4% or $55,422 at 6%; with 100% employer match about $62,350 at 4% or $41,567 at 6%.