Civic Intelligence

Samuel & Ott LLC

Plan context: Samuel & Ott LLC Pension Plan

EIN 20-1113467 • Plainview, NY • 18 filings • 5 plans

5 Vista RoadPlainview, NY 11803
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$2,674,990

2012 Contributions

$400,000

Historical Graphs

Total Assets Over Time

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

$3,025,911$1,512,956$0200420082011YearValue
$2,674,990Latest year 2011

Participants Over Time

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

420200420082011YearValue
3Latest year 2011

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
201220$0$0-
SAMUEL & OTT LLC RETIREMENT PLAN-0$0$0-
Samuel & Ott LLC Pension Plan-0$0$0-
201123$2,674,990$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Samuel & Ott LLC Pension Plan-3$1,425,115$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
SAMUEL & OTT LLC RETIREMENT PLAN-3$1,249,875$0-
201023$2,467,864$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
SAMUEL & OTT LLC RETIREMENT PLAN-3$1,296,300$0-
Samuel & Ott LLC Pension Plan-3$1,171,564$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200924$2,160,804$182,073$45,518iApproximate average salary by contribution assumption: employee only about $1,137,956 at 4% or $758,638 at 6%; with 50% employer match about $758,638 at 4% or $505,758 at 6%; with 100% employer match about $568,978 at 4% or $379,319 at 6%.
SAMUEL & OTT, LLC RETIREMENT PLAN-4$1,184,586$0-
Samuel & Ott LLC Pension Plan-0$976,218$182,073-
200822$1,856,576$0-
SAMUEL & OTT, LLC RETIREMENT PLAN-2$1,856,576--
Samuel & Ott LLC Pension Plan-2---
200722$0$0-
Samuel & Ott LLC Pension Plan-2---
SAMUEL & OTT, LLC RETIREMENT PLAN-2---
200622$3,025,911$164,921$82,461iApproximate average salary by contribution assumption: employee only about $2,061,513 at 4% or $1,374,342 at 6%; with 50% employer match about $1,374,342 at 4% or $916,228 at 6%; with 100% employer match about $1,030,756 at 4% or $687,171 at 6%.
SAMUEL & OTT, LLC RETIREMENT PLAN-2$2,620,327$51,573$25,787iApproximate average salary by contribution assumption: employee only about $644,663 at 4% or $429,775 at 6%; with 50% employer match about $429,775 at 4% or $286,517 at 6%; with 100% employer match about $322,331 at 4% or $214,888 at 6%.
Samuel & Ott LLC Pension Plan-2$405,584$113,348$56,674iApproximate average salary by contribution assumption: employee only about $1,416,850 at 4% or $944,567 at 6%; with 50% employer match about $944,567 at 4% or $629,711 at 6%; with 100% employer match about $708,425 at 4% or $472,283 at 6%.
200524$2,449,614$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
SAMUEL & OTT, LLC RETIREMENT PLAN-4$2,211,363$48,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Samuel & Ott LLC Pension Plan-2$238,251$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200422$125,254$125,254$62,627iApproximate average salary by contribution assumption: employee only about $1,565,675 at 4% or $1,043,783 at 6%; with 50% employer match about $1,043,783 at 4% or $695,856 at 6%; with 100% employer match about $782,838 at 4% or $521,892 at 6%.
Samuel & Ott LLC Pension Plan-2$108,788$108,788$54,394iApproximate average salary by contribution assumption: employee only about $1,359,850 at 4% or $906,567 at 6%; with 50% employer match about $906,567 at 4% or $604,378 at 6%; with 100% employer match about $679,925 at 4% or $453,283 at 6%.
SAMUEL & OTT, LLC RETIREMENT PLAN-2$16,466$16,466$8,233iApproximate average salary by contribution assumption: employee only about $205,825 at 4% or $137,217 at 6%; with 50% employer match about $137,217 at 4% or $91,478 at 6%; with 100% employer match about $102,913 at 4% or $68,608 at 6%.