Civic Intelligence

Oliver Estate Inc.

Plan context: Oliver Estate Pension Trust

EIN 35-1039448 • South Bend, IN • 26 filings • 3 plans

P.O. Box 1655112 W Jefferson Blvd Ste 250South Bend, IN 46601-1937
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$13,685,993

2024 Contributions

$8,100

Historical Graphs

Total Assets Over Time

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

$20,683,195$10,341,598$0199920132024YearValue
$13,685,993Latest year 2024

Participants Over Time

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

840199920122024YearValue
7Latest 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
202417$13,685,993$8,100$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,643 at 6%.
Oliver Estate Pension Trust-7$13,685,993$8,100$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,643 at 6%.
202317$16,059,653$8,100$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,643 at 6%.
Oliver Estate Pension Trust-7$16,059,653$8,100$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,643 at 6%.
202217$17,403,573$3,600$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
Oliver Estate Pension Trust-7$17,403,573$3,600$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
202117$20,683,195$3,600$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
Oliver Estate Pension Trust-7$20,683,195$3,600$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,429 at 4% or $4,286 at 6%.
202017$16,566,350$0-
Oliver Estate Pension Trust-7$16,566,350--
201918$14,265,527$0-
Oliver Estate Pension Trust-8$14,265,527$0-
201815$11,267,907$0-
Oliver Estate Pension Trust-5$11,267,907$0-
201715$11,991,333$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Oliver Estate Pension Trust-5$11,991,333$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201614$10,092,088$0-
Oliver Estate Pension Trust-4$10,092,088--
201515$9,745,930$0-
Oliver Estate Pension Trust-5$9,745,930--
201416$13,946,190$0-
Oliver Estate Pension Trust-6$13,946,190--
201316$12,877,060$0-
Oliver Estate Pension Trust-6$12,877,060--
201216$10,104,241$0-
Oliver Estate Pension Trust-6$10,104,241--
201116$9,198,317$50$8iApproximate average salary by contribution assumption: employee only about $208 at 4% or $139 at 6%; with 50% employer match about $139 at 4% or $93 at 6%; with 100% employer match about $104 at 4% or $69 at 6%.
Oliver Estate Pension Trust-6$9,198,317$50$8iApproximate average salary by contribution assumption: employee only about $208 at 4% or $139 at 6%; with 50% employer match about $139 at 4% or $93 at 6%; with 100% employer match about $104 at 4% or $69 at 6%.
201016$10,135,993$8,400$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
Oliver Estate Pension Trust-6$10,135,993$8,400$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
200916$9,183,294$3,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Oliver Estate Pension Trust-6$9,183,294$3,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200814$0$0-
Oliver Estate Pension Trust-4---
200714$0$0-
Oliver Estate Pension Trust-4---
200614$8,508,003$0-
Oliver Estate Pension Trust-4$8,508,003--
200514$7,449,492$13,246$3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,794 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%.
Oliver Estate Pension Trust-4$7,449,492$13,246$3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,794 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%.
200414$7,460,450$25,027$6,257iApproximate average salary by contribution assumption: employee only about $156,419 at 4% or $104,279 at 6%; with 50% employer match about $104,279 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,140 at 6%.
Oliver Estate Pension Trust-4$7,460,450$25,027$6,257iApproximate average salary by contribution assumption: employee only about $156,419 at 4% or $104,279 at 6%; with 50% employer match about $104,279 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,140 at 6%.
200314$8,169,987$25,800$6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%.
Oliver Estate Pension Trust-4$8,169,987$25,800$6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%.
200214$6,224,789$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Oliver Estate Pension Trust-4$6,224,789$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200113$0$0-
Oliver Estate Pension Trust-3---
200014$8,091,993$30,251$7,563iApproximate average salary by contribution assumption: employee only about $189,069 at 4% or $126,046 at 6%; with 50% employer match about $126,046 at 4% or $84,031 at 6%; with 100% employer match about $94,534 at 4% or $63,023 at 6%.
Oliver Estate Pension Trust-4$8,091,993$30,251$7,563iApproximate average salary by contribution assumption: employee only about $189,069 at 4% or $126,046 at 6%; with 50% employer match about $126,046 at 4% or $84,031 at 6%; with 100% employer match about $94,534 at 4% or $63,023 at 6%.
199914$9,580,085$191,955$47,989iApproximate average salary by contribution assumption: employee only about $1,199,719 at 4% or $799,813 at 6%; with 50% employer match about $799,813 at 4% or $533,208 at 6%; with 100% employer match about $599,859 at 4% or $399,906 at 6%.
Oliver Estate Pension Trust-4$9,580,085$191,955$47,989iApproximate average salary by contribution assumption: employee only about $1,199,719 at 4% or $799,813 at 6%; with 50% employer match about $799,813 at 4% or $533,208 at 6%; with 100% employer match about $599,859 at 4% or $399,906 at 6%.