Civic Intelligence

Oliveri & Associates LLC

Plan context: Oliveri & Associates LLC 401(K) Plan

EIN 32-0115095 • Annapolis, MD • 11 filings • 1 plans

635 North Bestgate RdSuite 200Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,207,991

2024 Contributions

$214,101

Historical Graphs

Total Assets Over Time

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

$2,207,991$1,103,996$0201420192024YearValue
$2,207,991Latest year 2024

Participants Over Time

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

1790201420192024YearValue
16Latest 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
2024116$2,207,991$214,101$13,381iApproximate average salary by contribution assumption: employee only about $334,533 at 4% or $223,022 at 6%; with 50% employer match about $223,022 at 4% or $148,681 at 6%; with 100% employer match about $167,266 at 4% or $111,511 at 6%.
Oliveri & Associates LLC 401(K) Plan-16$2,207,991$214,101$13,381iApproximate average salary by contribution assumption: employee only about $334,533 at 4% or $223,022 at 6%; with 50% employer match about $223,022 at 4% or $148,681 at 6%; with 100% employer match about $167,266 at 4% or $111,511 at 6%.
2023117$1,783,536$215,534$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
Oliveri & Associates LLC 401(K) Plan-17$1,783,536$215,534$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
2022113$1,366,363$163,471$12,575iApproximate average salary by contribution assumption: employee only about $314,367 at 4% or $209,578 at 6%; with 50% employer match about $209,578 at 4% or $139,719 at 6%; with 100% employer match about $157,184 at 4% or $104,789 at 6%.
Oliveri & Associates LLC 401(K) Plan-13$1,366,363$163,471$12,575iApproximate average salary by contribution assumption: employee only about $314,367 at 4% or $209,578 at 6%; with 50% employer match about $209,578 at 4% or $139,719 at 6%; with 100% employer match about $157,184 at 4% or $104,789 at 6%.
2021115$1,631,292$192,582$12,839iApproximate average salary by contribution assumption: employee only about $320,970 at 4% or $213,980 at 6%; with 50% employer match about $213,980 at 4% or $142,653 at 6%; with 100% employer match about $160,485 at 4% or $106,990 at 6%.
Oliveri & Associates LLC 401(K) Plan-15$1,631,292$192,582$12,839iApproximate average salary by contribution assumption: employee only about $320,970 at 4% or $213,980 at 6%; with 50% employer match about $213,980 at 4% or $142,653 at 6%; with 100% employer match about $160,485 at 4% or $106,990 at 6%.
2020114$1,302,657$166,069$11,862iApproximate average salary by contribution assumption: employee only about $296,552 at 4% or $197,701 at 6%; with 50% employer match about $197,701 at 4% or $131,801 at 6%; with 100% employer match about $148,276 at 4% or $98,851 at 6%.
Oliveri & Associates LLC 401(K) Plan-14$1,302,657$166,069$11,862iApproximate average salary by contribution assumption: employee only about $296,552 at 4% or $197,701 at 6%; with 50% employer match about $197,701 at 4% or $131,801 at 6%; with 100% employer match about $148,276 at 4% or $98,851 at 6%.
2019117$997,201$163,880$9,640iApproximate average salary by contribution assumption: employee only about $241,000 at 4% or $160,667 at 6%; with 50% employer match about $160,667 at 4% or $107,111 at 6%; with 100% employer match about $120,500 at 4% or $80,333 at 6%.
Oliveri & Associates LLC 401(K) Plan-17$997,201$163,880$9,640iApproximate average salary by contribution assumption: employee only about $241,000 at 4% or $160,667 at 6%; with 50% employer match about $160,667 at 4% or $107,111 at 6%; with 100% employer match about $120,500 at 4% or $80,333 at 6%.
2018115$681,411$166,827$11,122iApproximate average salary by contribution assumption: employee only about $278,045 at 4% or $185,363 at 6%; with 50% employer match about $185,363 at 4% or $123,576 at 6%; with 100% employer match about $139,023 at 4% or $92,682 at 6%.
Oliveri & Associates LLC 401(K) Plan-15$681,411$166,827$11,122iApproximate average salary by contribution assumption: employee only about $278,045 at 4% or $185,363 at 6%; with 50% employer match about $185,363 at 4% or $123,576 at 6%; with 100% employer match about $139,023 at 4% or $92,682 at 6%.
2017113$571,433$148,294$11,407iApproximate average salary by contribution assumption: employee only about $285,181 at 4% or $190,121 at 6%; with 50% employer match about $190,121 at 4% or $126,747 at 6%; with 100% employer match about $142,590 at 4% or $95,060 at 6%.
Oliveri & Associates LLC 401(K) Plan-13$571,433$148,294$11,407iApproximate average salary by contribution assumption: employee only about $285,181 at 4% or $190,121 at 6%; with 50% employer match about $190,121 at 4% or $126,747 at 6%; with 100% employer match about $142,590 at 4% or $95,060 at 6%.
2016112$352,493$146,063$12,172iApproximate average salary by contribution assumption: employee only about $304,298 at 4% or $202,865 at 6%; with 50% employer match about $202,865 at 4% or $135,244 at 6%; with 100% employer match about $152,149 at 4% or $101,433 at 6%.
Oliveri & Associates LLC 401(K) Plan-12$352,493$146,063$12,172iApproximate average salary by contribution assumption: employee only about $304,298 at 4% or $202,865 at 6%; with 50% employer match about $202,865 at 4% or $135,244 at 6%; with 100% employer match about $152,149 at 4% or $101,433 at 6%.
201519$192,257$140,493$15,610iApproximate average salary by contribution assumption: employee only about $390,258 at 4% or $260,172 at 6%; with 50% employer match about $260,172 at 4% or $173,448 at 6%; with 100% employer match about $195,129 at 4% or $130,086 at 6%.
Oliveri & Associates LLC 401(K) Plan-9$192,257$140,493$15,610iApproximate average salary by contribution assumption: employee only about $390,258 at 4% or $260,172 at 6%; with 50% employer match about $260,172 at 4% or $173,448 at 6%; with 100% employer match about $195,129 at 4% or $130,086 at 6%.
201418$53,779$51,493$6,437iApproximate average salary by contribution assumption: employee only about $160,916 at 4% or $107,277 at 6%; with 50% employer match about $107,277 at 4% or $71,518 at 6%; with 100% employer match about $80,458 at 4% or $53,639 at 6%.
Oliveri & Associates LLC 401(K) Plan-8$53,779$51,493$6,437iApproximate average salary by contribution assumption: employee only about $160,916 at 4% or $107,277 at 6%; with 50% employer match about $107,277 at 4% or $71,518 at 6%; with 100% employer match about $80,458 at 4% or $53,639 at 6%.