Civic Intelligence

David J. Olivieri Professional Financial Services

Plan context: David J. Olivieri Professional Financial Services Profit Sharing Plan

EIN 33-0301809 • Laguna Hills, CA • 14 filings • 4 plans

23201 Mill Creek Road, Suite 110Laguna Hills, CA 92653
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$711,193

2019 Contributions

$171,422

Historical Graphs

Total Assets Over Time

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

$767,006$383,503$0200520112018YearValue
$711,193Latest year 2018

Participants Over Time

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

420200520102018YearValue
4Latest 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-
David J. Olivieri Professional Financial Services Profit Sharing Plan-0---
201814$711,193$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-4$711,193--
201714$767,006$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-4$767,006--
201614$661,630$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-4$661,630--
201514$721,798$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-4$721,798--
201410$0$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-0$0$0-
201310$0$0-
David J. Olivieri Professional Financial Services Profit Sharing Plan-0$0$0-
201112$511,818$0-
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN-2$511,818--
201014$588,961$0-
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN-4$588,961--
200914$518,368$0-
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN-4$518,368--
200813$398,994$171,422$57,141iApproximate average salary by contribution assumption: employee only about $1,428,517 at 4% or $952,344 at 6%; with 50% employer match about $952,344 at 4% or $634,896 at 6%; with 100% employer match about $714,258 at 4% or $476,172 at 6%.
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN-3$398,994$171,422$57,141iApproximate average salary by contribution assumption: employee only about $1,428,517 at 4% or $952,344 at 6%; with 50% employer match about $952,344 at 4% or $634,896 at 6%; with 100% employer match about $714,258 at 4% or $476,172 at 6%.
200712$0$0-
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL SERVICES PENSION PLAN & TRUST-2---
200614$279,679$111,224$27,806iApproximate average salary by contribution assumption: employee only about $695,150 at 4% or $463,433 at 6%; with 50% employer match about $463,433 at 4% or $308,956 at 6%; with 100% employer match about $347,575 at 4% or $231,717 at 6%.
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL SERVICES PENSION PLAN & TRUST-4$279,679$111,224$27,806iApproximate average salary by contribution assumption: employee only about $695,150 at 4% or $463,433 at 6%; with 50% employer match about $463,433 at 4% or $308,956 at 6%; with 100% employer match about $347,575 at 4% or $231,717 at 6%.
200513$161,126$161,126$53,709iApproximate average salary by contribution assumption: employee only about $1,342,717 at 4% or $895,144 at 6%; with 50% employer match about $895,144 at 4% or $596,763 at 6%; with 100% employer match about $671,358 at 4% or $447,572 at 6%.
DAVID J. OLIVIERI PROFESSIONAL FINANCIAL SERVICES PENSION PLAN & TRUST-3$161,126$161,126$53,709iApproximate average salary by contribution assumption: employee only about $1,342,717 at 4% or $895,144 at 6%; with 50% employer match about $895,144 at 4% or $596,763 at 6%; with 100% employer match about $671,358 at 4% or $447,572 at 6%.