Civic Intelligence

Oshea Mcdonald Stevens LLP

Plan context: Oshea Mcdonald Stevens LLP Pension Plan

EIN 15-0591730 • Rome, NY • 24 filings • 6 plans

107 West Liberty St.P.O. Box 4310Rome, NY 13442-4310
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$654

2023 Contributions

$2,931

Historical Graphs

Total Assets Over Time

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

$6,075,562$3,037,781$0199920112023YearValue
$654Latest year 2023

Participants Over Time

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

1160199920102023YearValue
2Latest year 2023

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
202312$654$0-
Oshea Mcdonald Stevens LLP Pension Plan-2$654$0-
202110$0$2,931-
Oshea Mcdonald Stevens LLP Pension Plan-0$0$2,931-
202015$592,303$11,880$2,376iApproximate average salary by contribution assumption: employee only about $59,400 at 4% or $39,600 at 6%; with 50% employer match about $39,600 at 4% or $26,400 at 6%; with 100% employer match about $29,700 at 4% or $19,800 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-5$592,303$11,880$2,376iApproximate average salary by contribution assumption: employee only about $59,400 at 4% or $39,600 at 6%; with 50% employer match about $39,600 at 4% or $26,400 at 6%; with 100% employer match about $29,700 at 4% or $19,800 at 6%.
201916$841,729$14,794$2,466iApproximate average salary by contribution assumption: employee only about $61,642 at 4% or $41,094 at 6%; with 50% employer match about $41,094 at 4% or $27,396 at 6%; with 100% employer match about $30,821 at 4% or $20,547 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$841,729$14,794$2,466iApproximate average salary by contribution assumption: employee only about $61,642 at 4% or $41,094 at 6%; with 50% employer match about $41,094 at 4% or $27,396 at 6%; with 100% employer match about $30,821 at 4% or $20,547 at 6%.
201816$768,927$3,724$621iApproximate average salary by contribution assumption: employee only about $15,517 at 4% or $10,344 at 6%; with 50% employer match about $10,344 at 4% or $6,896 at 6%; with 100% employer match about $7,758 at 4% or $5,172 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$768,927$3,724$621iApproximate average salary by contribution assumption: employee only about $15,517 at 4% or $10,344 at 6%; with 50% employer match about $10,344 at 4% or $6,896 at 6%; with 100% employer match about $7,758 at 4% or $5,172 at 6%.
201717$811,935$7,182$1,026iApproximate average salary by contribution assumption: employee only about $25,650 at 4% or $17,100 at 6%; with 50% employer match about $17,100 at 4% or $11,400 at 6%; with 100% employer match about $12,825 at 4% or $8,550 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$811,935$7,182$1,026iApproximate average salary by contribution assumption: employee only about $25,650 at 4% or $17,100 at 6%; with 50% employer match about $17,100 at 4% or $11,400 at 6%; with 100% employer match about $12,825 at 4% or $8,550 at 6%.
201617$743,382$7,303$1,043iApproximate average salary by contribution assumption: employee only about $26,082 at 4% or $17,388 at 6%; with 50% employer match about $17,388 at 4% or $11,592 at 6%; with 100% employer match about $13,041 at 4% or $8,694 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$743,382$7,303$1,043iApproximate average salary by contribution assumption: employee only about $26,082 at 4% or $17,388 at 6%; with 50% employer match about $17,388 at 4% or $11,592 at 6%; with 100% employer match about $13,041 at 4% or $8,694 at 6%.
201515$743,205$9,245$1,849iApproximate average salary by contribution assumption: employee only about $46,225 at 4% or $30,817 at 6%; with 50% employer match about $30,817 at 4% or $20,544 at 6%; with 100% employer match about $23,113 at 4% or $15,408 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-5$743,205$9,245$1,849iApproximate average salary by contribution assumption: employee only about $46,225 at 4% or $30,817 at 6%; with 50% employer match about $30,817 at 4% or $20,544 at 6%; with 100% employer match about $23,113 at 4% or $15,408 at 6%.
201418$792,603$21,713$2,714iApproximate average salary by contribution assumption: employee only about $67,853 at 4% or $45,235 at 6%; with 50% employer match about $45,235 at 4% or $30,157 at 6%; with 100% employer match about $33,927 at 4% or $22,618 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-8$792,603$21,713$2,714iApproximate average salary by contribution assumption: employee only about $67,853 at 4% or $45,235 at 6%; with 50% employer match about $45,235 at 4% or $30,157 at 6%; with 100% employer match about $33,927 at 4% or $22,618 at 6%.
201317$781,308$15,088$2,155iApproximate average salary by contribution assumption: employee only about $53,886 at 4% or $35,924 at 6%; with 50% employer match about $35,924 at 4% or $23,949 at 6%; with 100% employer match about $26,943 at 4% or $17,962 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$781,308$15,088$2,155iApproximate average salary by contribution assumption: employee only about $53,886 at 4% or $35,924 at 6%; with 50% employer match about $35,924 at 4% or $23,949 at 6%; with 100% employer match about $26,943 at 4% or $17,962 at 6%.
201216$885,201$21,698$3,616iApproximate average salary by contribution assumption: employee only about $90,408 at 4% or $60,272 at 6%; with 50% employer match about $60,272 at 4% or $40,181 at 6%; with 100% employer match about $45,204 at 4% or $30,136 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$885,201$21,698$3,616iApproximate average salary by contribution assumption: employee only about $90,408 at 4% or $60,272 at 6%; with 50% employer match about $60,272 at 4% or $40,181 at 6%; with 100% employer match about $45,204 at 4% or $30,136 at 6%.
201116$816,849$29,310$4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$816,849$29,310$4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%.
201017$794,600$12,076$1,725iApproximate average salary by contribution assumption: employee only about $43,129 at 4% or $28,752 at 6%; with 50% employer match about $28,752 at 4% or $19,168 at 6%; with 100% employer match about $21,564 at 4% or $14,376 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$794,600$12,076$1,725iApproximate average salary by contribution assumption: employee only about $43,129 at 4% or $28,752 at 6%; with 50% employer match about $28,752 at 4% or $19,168 at 6%; with 100% employer match about $21,564 at 4% or $14,376 at 6%.
200917$739,243$24,459$3,494iApproximate average salary by contribution assumption: employee only about $87,354 at 4% or $58,236 at 6%; with 50% employer match about $58,236 at 4% or $38,824 at 6%; with 100% employer match about $43,677 at 4% or $29,118 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$739,243$24,459$3,494iApproximate average salary by contribution assumption: employee only about $87,354 at 4% or $58,236 at 6%; with 50% employer match about $58,236 at 4% or $38,824 at 6%; with 100% employer match about $43,677 at 4% or $29,118 at 6%.
200817$635,429$28,708$4,101iApproximate average salary by contribution assumption: employee only about $102,529 at 4% or $68,352 at 6%; with 50% employer match about $68,352 at 4% or $45,568 at 6%; with 100% employer match about $51,264 at 4% or $34,176 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$635,429$28,708$4,101iApproximate average salary by contribution assumption: employee only about $102,529 at 4% or $68,352 at 6%; with 50% employer match about $68,352 at 4% or $45,568 at 6%; with 100% employer match about $51,264 at 4% or $34,176 at 6%.
200717$2,128,505$44,760$6,394iApproximate average salary by contribution assumption: employee only about $159,857 at 4% or $106,571 at 6%; with 50% employer match about $106,571 at 4% or $71,048 at 6%; with 100% employer match about $79,929 at 4% or $53,286 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-7$2,128,505$44,760$6,394iApproximate average salary by contribution assumption: employee only about $159,857 at 4% or $106,571 at 6%; with 50% employer match about $106,571 at 4% or $71,048 at 6%; with 100% employer match about $79,929 at 4% or $53,286 at 6%.
200616$2,290,809$21,758$3,626iApproximate average salary by contribution assumption: employee only about $90,658 at 4% or $60,439 at 6%; with 50% employer match about $60,439 at 4% or $40,293 at 6%; with 100% employer match about $45,329 at 4% or $30,219 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$2,290,809$21,758$3,626iApproximate average salary by contribution assumption: employee only about $90,658 at 4% or $60,439 at 6%; with 50% employer match about $60,439 at 4% or $40,293 at 6%; with 100% employer match about $45,329 at 4% or $30,219 at 6%.
200516$3,723,842$35,935$5,989iApproximate average salary by contribution assumption: employee only about $149,729 at 4% or $99,819 at 6%; with 50% employer match about $99,819 at 4% or $66,546 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$3,723,842$35,935$5,989iApproximate average salary by contribution assumption: employee only about $149,729 at 4% or $99,819 at 6%; with 50% employer match about $99,819 at 4% or $66,546 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%.
200416$5,079,354$35,747$5,958iApproximate average salary by contribution assumption: employee only about $148,946 at 4% or $99,297 at 6%; with 50% employer match about $99,297 at 4% or $66,198 at 6%; with 100% employer match about $74,473 at 4% or $49,649 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-6$5,079,354$35,747$5,958iApproximate average salary by contribution assumption: employee only about $148,946 at 4% or $99,297 at 6%; with 50% employer match about $99,297 at 4% or $66,198 at 6%; with 100% employer match about $74,473 at 4% or $49,649 at 6%.
200318$4,866,189$36,868$4,609iApproximate average salary by contribution assumption: employee only about $115,213 at 4% or $76,808 at 6%; with 50% employer match about $76,808 at 4% or $51,206 at 6%; with 100% employer match about $57,606 at 4% or $38,404 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-8$4,866,189$36,868$4,609iApproximate average salary by contribution assumption: employee only about $115,213 at 4% or $76,808 at 6%; with 50% employer match about $76,808 at 4% or $51,206 at 6%; with 100% employer match about $57,606 at 4% or $38,404 at 6%.
2002111$4,255,195$35,349$3,214iApproximate average salary by contribution assumption: employee only about $80,339 at 4% or $53,559 at 6%; with 50% employer match about $53,559 at 4% or $35,706 at 6%; with 100% employer match about $40,169 at 4% or $26,780 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-11$4,255,195$35,349$3,214iApproximate average salary by contribution assumption: employee only about $80,339 at 4% or $53,559 at 6%; with 50% employer match about $53,559 at 4% or $35,706 at 6%; with 100% employer match about $40,169 at 4% or $26,780 at 6%.
2001111$0$0-
Oshea Mcdonald Stevens LLP Pension Plan-11---
2000110$5,608,040$32,287$3,229iApproximate average salary by contribution assumption: employee only about $80,718 at 4% or $53,812 at 6%; with 50% employer match about $53,812 at 4% or $35,874 at 6%; with 100% employer match about $40,359 at 4% or $26,906 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-10$5,608,040$32,287$3,229iApproximate average salary by contribution assumption: employee only about $80,718 at 4% or $53,812 at 6%; with 50% employer match about $53,812 at 4% or $35,874 at 6%; with 100% employer match about $40,359 at 4% or $26,906 at 6%.
1999110$6,075,562$22,949$2,295iApproximate average salary by contribution assumption: employee only about $57,373 at 4% or $38,248 at 6%; with 50% employer match about $38,248 at 4% or $25,499 at 6%; with 100% employer match about $28,686 at 4% or $19,124 at 6%.
Oshea Mcdonald Stevens LLP Pension Plan-10$6,075,562$22,949$2,295iApproximate average salary by contribution assumption: employee only about $57,373 at 4% or $38,248 at 6%; with 50% employer match about $38,248 at 4% or $25,499 at 6%; with 100% employer match about $28,686 at 4% or $19,124 at 6%.