Civic Intelligence

Oldfield Financial Services Corp.

Plan context: Oldfield Financial Services Corp. Profit Sharing Plan & Trust

EIN 11-3490427 • Stony Brook, NY • 18 filings • 4 plans

22 Sanford LaneStony Brook, NY 11790
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$1,684,451

2019 Contributions

$90,729

Historical Graphs

Total Assets Over Time

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

$1,761,928$880,964$0200220102018YearValue
$1,684,451Latest year 2018

Participants Over Time

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

420200220102018YearValue
3Latest year 2018

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
201910$0$0-
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-0$0--
201813$1,684,451$90,729$30,243iApproximate average salary by contribution assumption: employee only about $756,075 at 4% or $504,050 at 6%; with 50% employer match about $504,050 at 4% or $336,033 at 6%; with 100% employer match about $378,038 at 4% or $252,025 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$1,684,451$90,729$30,243iApproximate average salary by contribution assumption: employee only about $756,075 at 4% or $504,050 at 6%; with 50% employer match about $504,050 at 4% or $336,033 at 6%; with 100% employer match about $378,038 at 4% or $252,025 at 6%.
201713$1,761,928$85,627$28,542iApproximate average salary by contribution assumption: employee only about $713,558 at 4% or $475,706 at 6%; with 50% employer match about $475,706 at 4% or $317,137 at 6%; with 100% employer match about $356,779 at 4% or $237,853 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$1,761,928$85,627$28,542iApproximate average salary by contribution assumption: employee only about $713,558 at 4% or $475,706 at 6%; with 50% employer match about $475,706 at 4% or $317,137 at 6%; with 100% employer match about $356,779 at 4% or $237,853 at 6%.
201613$1,465,281$80,858$26,953iApproximate average salary by contribution assumption: employee only about $673,817 at 4% or $449,211 at 6%; with 50% employer match about $449,211 at 4% or $299,474 at 6%; with 100% employer match about $336,908 at 4% or $224,606 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$1,465,281$80,858$26,953iApproximate average salary by contribution assumption: employee only about $673,817 at 4% or $449,211 at 6%; with 50% employer match about $449,211 at 4% or $299,474 at 6%; with 100% employer match about $336,908 at 4% or $224,606 at 6%.
201513$1,277,402$73,484$24,495iApproximate average salary by contribution assumption: employee only about $612,367 at 4% or $408,244 at 6%; with 50% employer match about $408,244 at 4% or $272,163 at 6%; with 100% employer match about $306,183 at 4% or $204,122 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$1,277,402$73,484$24,495iApproximate average salary by contribution assumption: employee only about $612,367 at 4% or $408,244 at 6%; with 50% employer match about $408,244 at 4% or $272,163 at 6%; with 100% employer match about $306,183 at 4% or $204,122 at 6%.
201413$1,230,624$72,060$24,020iApproximate average salary by contribution assumption: employee only about $600,500 at 4% or $400,333 at 6%; with 50% employer match about $400,333 at 4% or $266,889 at 6%; with 100% employer match about $300,250 at 4% or $200,167 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$1,230,624$72,060$24,020iApproximate average salary by contribution assumption: employee only about $600,500 at 4% or $400,333 at 6%; with 50% employer match about $400,333 at 4% or $266,889 at 6%; with 100% employer match about $300,250 at 4% or $200,167 at 6%.
201312$1,113,567$67,125$33,563iApproximate average salary by contribution assumption: employee only about $839,063 at 4% or $559,375 at 6%; with 50% employer match about $559,375 at 4% or $372,917 at 6%; with 100% employer match about $419,531 at 4% or $279,688 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-2$1,113,567$67,125$33,563iApproximate average salary by contribution assumption: employee only about $839,063 at 4% or $559,375 at 6%; with 50% employer match about $559,375 at 4% or $372,917 at 6%; with 100% employer match about $419,531 at 4% or $279,688 at 6%.
201212$894,740$65,900$32,950iApproximate average salary by contribution assumption: employee only about $823,750 at 4% or $549,167 at 6%; with 50% employer match about $549,167 at 4% or $366,111 at 6%; with 100% employer match about $411,875 at 4% or $274,583 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-2$894,740$65,900$32,950iApproximate average salary by contribution assumption: employee only about $823,750 at 4% or $549,167 at 6%; with 50% employer match about $549,167 at 4% or $366,111 at 6%; with 100% employer match about $411,875 at 4% or $274,583 at 6%.
201112$738,937$56,496$28,248iApproximate average salary by contribution assumption: employee only about $706,200 at 4% or $470,800 at 6%; with 50% employer match about $470,800 at 4% or $313,867 at 6%; with 100% employer match about $353,100 at 4% or $235,400 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-2$738,937$56,496$28,248iApproximate average salary by contribution assumption: employee only about $706,200 at 4% or $470,800 at 6%; with 50% employer match about $470,800 at 4% or $313,867 at 6%; with 100% employer match about $353,100 at 4% or $235,400 at 6%.
201013$816,468$90,159$30,053iApproximate average salary by contribution assumption: employee only about $751,325 at 4% or $500,883 at 6%; with 50% employer match about $500,883 at 4% or $333,922 at 6%; with 100% employer match about $375,663 at 4% or $250,442 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$816,468$90,159$30,053iApproximate average salary by contribution assumption: employee only about $751,325 at 4% or $500,883 at 6%; with 50% employer match about $500,883 at 4% or $333,922 at 6%; with 100% employer match about $375,663 at 4% or $250,442 at 6%.
200913$638,690$58,343$19,448iApproximate average salary by contribution assumption: employee only about $486,192 at 4% or $324,128 at 6%; with 50% employer match about $324,128 at 4% or $216,085 at 6%; with 100% employer match about $243,096 at 4% or $162,064 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$638,690$58,343$19,448iApproximate average salary by contribution assumption: employee only about $486,192 at 4% or $324,128 at 6%; with 50% employer match about $324,128 at 4% or $216,085 at 6%; with 100% employer match about $243,096 at 4% or $162,064 at 6%.
200813$457,056$57,793$19,264iApproximate average salary by contribution assumption: employee only about $481,608 at 4% or $321,072 at 6%; with 50% employer match about $321,072 at 4% or $214,048 at 6%; with 100% employer match about $240,804 at 4% or $160,536 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$457,056$57,793$19,264iApproximate average salary by contribution assumption: employee only about $481,608 at 4% or $321,072 at 6%; with 50% employer match about $321,072 at 4% or $214,048 at 6%; with 100% employer match about $240,804 at 4% or $160,536 at 6%.
200713$571,178$82,951$27,650iApproximate average salary by contribution assumption: employee only about $691,258 at 4% or $460,839 at 6%; with 50% employer match about $460,839 at 4% or $307,226 at 6%; with 100% employer match about $345,629 at 4% or $230,419 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$571,178$82,951$27,650iApproximate average salary by contribution assumption: employee only about $691,258 at 4% or $460,839 at 6%; with 50% employer match about $460,839 at 4% or $307,226 at 6%; with 100% employer match about $345,629 at 4% or $230,419 at 6%.
200613$449,507$81,746$27,249iApproximate average salary by contribution assumption: employee only about $681,217 at 4% or $454,144 at 6%; with 50% employer match about $454,144 at 4% or $302,763 at 6%; with 100% employer match about $340,608 at 4% or $227,072 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$449,507$81,746$27,249iApproximate average salary by contribution assumption: employee only about $681,217 at 4% or $454,144 at 6%; with 50% employer match about $454,144 at 4% or $302,763 at 6%; with 100% employer match about $340,608 at 4% or $227,072 at 6%.
200513$327,019$77,561$25,854iApproximate average salary by contribution assumption: employee only about $646,342 at 4% or $430,894 at 6%; with 50% employer match about $430,894 at 4% or $287,263 at 6%; with 100% employer match about $323,171 at 4% or $215,447 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$327,019$77,561$25,854iApproximate average salary by contribution assumption: employee only about $646,342 at 4% or $430,894 at 6%; with 50% employer match about $430,894 at 4% or $287,263 at 6%; with 100% employer match about $323,171 at 4% or $215,447 at 6%.
200413$241,381$72,728$24,243iApproximate average salary by contribution assumption: employee only about $606,067 at 4% or $404,044 at 6%; with 50% employer match about $404,044 at 4% or $269,363 at 6%; with 100% employer match about $303,033 at 4% or $202,022 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$241,381$72,728$24,243iApproximate average salary by contribution assumption: employee only about $606,067 at 4% or $404,044 at 6%; with 50% employer match about $404,044 at 4% or $269,363 at 6%; with 100% employer match about $303,033 at 4% or $202,022 at 6%.
200313$158,809$66,061$22,020iApproximate average salary by contribution assumption: employee only about $550,508 at 4% or $367,006 at 6%; with 50% employer match about $367,006 at 4% or $244,670 at 6%; with 100% employer match about $275,254 at 4% or $183,503 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-3$158,809$66,061$22,020iApproximate average salary by contribution assumption: employee only about $550,508 at 4% or $367,006 at 6%; with 50% employer match about $367,006 at 4% or $244,670 at 6%; with 100% employer match about $275,254 at 4% or $183,503 at 6%.
200214$70,346$70,621$17,655iApproximate average salary by contribution assumption: employee only about $441,381 at 4% or $294,254 at 6%; with 50% employer match about $294,254 at 4% or $196,169 at 6%; with 100% employer match about $220,691 at 4% or $147,127 at 6%.
Oldfield Financial Services Corp. Profit Sharing Plan & Trust-4$70,346$70,621$17,655iApproximate average salary by contribution assumption: employee only about $441,381 at 4% or $294,254 at 6%; with 50% employer match about $294,254 at 4% or $196,169 at 6%; with 100% employer match about $220,691 at 4% or $147,127 at 6%.