Civic Intelligence

Oldford & Associates Inc.

Plan context: Oldford & Associates Inc. Profit Sharing Plan

EIN 38-2135945 • Port Huron, MI • 34 filings • 2 plans

3555 Walnut StreetPort Huron, MI 48060
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$7,194,393

2023 Contributions

$477,366

Historical Graphs

Total Assets Over Time

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

$7,194,393$3,597,197$0199920132022YearValue
$7,194,393Latest year 2022

Participants Over Time

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

1370199920112022YearValue
12Latest year 2022

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
202310$0$0-
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-0$0$0-
2022212$7,194,393$477,366$39,781iApproximate average salary by contribution assumption: employee only about $994,513 at 4% or $663,008 at 6%; with 50% employer match about $663,008 at 4% or $442,006 at 6%; with 100% employer match about $497,256 at 4% or $331,504 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-12$3,978,845$77,366$6,447iApproximate average salary by contribution assumption: employee only about $161,179 at 4% or $107,453 at 6%; with 50% employer match about $107,453 at 4% or $71,635 at 6%; with 100% employer match about $80,590 at 4% or $53,726 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-12$3,215,548$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2021212$5,844,932-$62,929-
Oldford & Associates Inc. Profit Sharing Plan-12$3,445,531$76,100$6,342iApproximate average salary by contribution assumption: employee only about $158,542 at 4% or $105,694 at 6%; with 50% employer match about $105,694 at 4% or $70,463 at 6%; with 100% employer match about $79,271 at 4% or $52,847 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-12$2,399,401-$139,029-
2020212$6,674,323$619,664$51,639iApproximate average salary by contribution assumption: employee only about $1,290,967 at 4% or $860,644 at 6%; with 50% employer match about $860,644 at 4% or $573,763 at 6%; with 100% employer match about $645,483 at 4% or $430,322 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-12$4,102,368$106,482$8,874iApproximate average salary by contribution assumption: employee only about $221,838 at 4% or $147,892 at 6%; with 50% employer match about $147,892 at 4% or $98,594 at 6%; with 100% employer match about $110,919 at 4% or $73,946 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-12$2,571,955$513,182$42,765iApproximate average salary by contribution assumption: employee only about $1,069,129 at 4% or $712,753 at 6%; with 50% employer match about $712,753 at 4% or $475,169 at 6%; with 100% employer match about $534,565 at 4% or $356,376 at 6%.
2019211$5,856,392$473,768$43,070iApproximate average salary by contribution assumption: employee only about $1,076,745 at 4% or $717,830 at 6%; with 50% employer match about $717,830 at 4% or $478,554 at 6%; with 100% employer match about $538,373 at 4% or $358,915 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-11$4,112,037$73,768$6,706iApproximate average salary by contribution assumption: employee only about $167,655 at 4% or $111,770 at 6%; with 50% employer match about $111,770 at 4% or $74,513 at 6%; with 100% employer match about $83,827 at 4% or $55,885 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-11$1,744,355$400,000$36,364iApproximate average salary by contribution assumption: employee only about $909,091 at 4% or $606,061 at 6%; with 50% employer match about $606,061 at 4% or $404,040 at 6%; with 100% employer match about $454,545 at 4% or $303,030 at 6%.
2018211$4,671,937$505,051$45,914iApproximate average salary by contribution assumption: employee only about $1,147,843 at 4% or $765,229 at 6%; with 50% employer match about $765,229 at 4% or $510,153 at 6%; with 100% employer match about $573,922 at 4% or $382,614 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-11$3,414,011$73,049$6,641iApproximate average salary by contribution assumption: employee only about $166,020 at 4% or $110,680 at 6%; with 50% employer match about $110,680 at 4% or $73,787 at 6%; with 100% employer match about $83,010 at 4% or $55,340 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-11$1,257,926$432,002$39,273iApproximate average salary by contribution assumption: employee only about $981,823 at 4% or $654,548 at 6%; with 50% employer match about $654,548 at 4% or $436,366 at 6%; with 100% employer match about $490,911 at 4% or $327,274 at 6%.
2017213$4,101,106$336,441$25,880iApproximate average salary by contribution assumption: employee only about $647,002 at 4% or $431,335 at 6%; with 50% employer match about $431,335 at 4% or $287,556 at 6%; with 100% employer match about $323,501 at 4% or $215,667 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-13$3,287,161$91,441$7,034iApproximate average salary by contribution assumption: employee only about $175,848 at 4% or $117,232 at 6%; with 50% employer match about $117,232 at 4% or $78,155 at 6%; with 100% employer match about $87,924 at 4% or $58,616 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-13$813,945$245,000$18,846iApproximate average salary by contribution assumption: employee only about $471,154 at 4% or $314,103 at 6%; with 50% employer match about $314,103 at 4% or $209,402 at 6%; with 100% employer match about $235,577 at 4% or $157,051 at 6%.
2016213$3,363,723$357,391$27,492iApproximate average salary by contribution assumption: employee only about $687,290 at 4% or $458,194 at 6%; with 50% employer match about $458,194 at 4% or $305,462 at 6%; with 100% employer match about $343,645 at 4% or $229,097 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-13$2,819,098$113,042$8,696iApproximate average salary by contribution assumption: employee only about $217,388 at 4% or $144,926 at 6%; with 50% employer match about $144,926 at 4% or $96,617 at 6%; with 100% employer match about $108,694 at 4% or $72,463 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-11$544,625$244,349$22,214iApproximate average salary by contribution assumption: employee only about $555,339 at 4% or $370,226 at 6%; with 50% employer match about $370,226 at 4% or $246,817 at 6%; with 100% employer match about $277,669 at 4% or $185,113 at 6%.
2015212$3,176,930$108,797$9,066iApproximate average salary by contribution assumption: employee only about $226,660 at 4% or $151,107 at 6%; with 50% employer match about $151,107 at 4% or $100,738 at 6%; with 100% employer match about $113,330 at 4% or $75,553 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-12$2,956,122$108,797$9,066iApproximate average salary by contribution assumption: employee only about $226,660 at 4% or $151,107 at 6%; with 50% employer match about $151,107 at 4% or $100,738 at 6%; with 100% employer match about $113,330 at 4% or $75,553 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-12$220,808--
2014212$2,831,718$325,819$27,152iApproximate average salary by contribution assumption: employee only about $678,790 at 4% or $452,526 at 6%; with 50% employer match about $452,526 at 4% or $301,684 at 6%; with 100% employer match about $339,395 at 4% or $226,263 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-12$2,625,123$105,819$8,818iApproximate average salary by contribution assumption: employee only about $220,456 at 4% or $146,971 at 6%; with 50% employer match about $146,971 at 4% or $97,981 at 6%; with 100% employer match about $110,228 at 4% or $73,485 at 6%.
OLDFORD & ASSOCIATES, INC. CASH BALANCE PLAN-12$206,595$220,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
2013111$2,617,917$13,976$1,271iApproximate average salary by contribution assumption: employee only about $31,764 at 4% or $21,176 at 6%; with 50% employer match about $21,176 at 4% or $14,117 at 6%; with 100% employer match about $15,882 at 4% or $10,588 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-11$2,617,917$13,976$1,271iApproximate average salary by contribution assumption: employee only about $31,764 at 4% or $21,176 at 6%; with 50% employer match about $21,176 at 4% or $14,117 at 6%; with 100% employer match about $15,882 at 4% or $10,588 at 6%.
2012111$2,379,389$47,805$4,346iApproximate average salary by contribution assumption: employee only about $108,648 at 4% or $72,432 at 6%; with 50% employer match about $72,432 at 4% or $48,288 at 6%; with 100% employer match about $54,324 at 4% or $36,216 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-11$2,379,389$47,805$4,346iApproximate average salary by contribution assumption: employee only about $108,648 at 4% or $72,432 at 6%; with 50% employer match about $72,432 at 4% or $48,288 at 6%; with 100% employer match about $54,324 at 4% or $36,216 at 6%.
201119$2,364,805$45,535$5,059iApproximate average salary by contribution assumption: employee only about $126,486 at 4% or $84,324 at 6%; with 50% employer match about $84,324 at 4% or $56,216 at 6%; with 100% employer match about $63,243 at 4% or $42,162 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-9$2,364,805$45,535$5,059iApproximate average salary by contribution assumption: employee only about $126,486 at 4% or $84,324 at 6%; with 50% employer match about $84,324 at 4% or $56,216 at 6%; with 100% employer match about $63,243 at 4% or $42,162 at 6%.
201019$2,093,506$49,704$5,523iApproximate average salary by contribution assumption: employee only about $138,067 at 4% or $92,044 at 6%; with 50% employer match about $92,044 at 4% or $61,363 at 6%; with 100% employer match about $69,033 at 4% or $46,022 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-9$2,093,506$49,704$5,523iApproximate average salary by contribution assumption: employee only about $138,067 at 4% or $92,044 at 6%; with 50% employer match about $92,044 at 4% or $61,363 at 6%; with 100% employer match about $69,033 at 4% or $46,022 at 6%.
2009110$2,644,990$0-
Oldford & Associates Inc. Profit Sharing Plan-10$2,644,990--
2008110$0$0-
Oldford & Associates Inc. Profit Sharing Plan-10---
2007110$0$0-
Oldford & Associates Inc. Profit Sharing Plan-10---
2006110$3,042,913$102,584$10,258iApproximate average salary by contribution assumption: employee only about $256,460 at 4% or $170,973 at 6%; with 50% employer match about $170,973 at 4% or $113,982 at 6%; with 100% employer match about $128,230 at 4% or $85,487 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-10$3,042,913$102,584$10,258iApproximate average salary by contribution assumption: employee only about $256,460 at 4% or $170,973 at 6%; with 50% employer match about $170,973 at 4% or $113,982 at 6%; with 100% employer match about $128,230 at 4% or $85,487 at 6%.
2005110$2,619,766$204,037$20,404iApproximate average salary by contribution assumption: employee only about $510,093 at 4% or $340,062 at 6%; with 50% employer match about $340,062 at 4% or $226,708 at 6%; with 100% employer match about $255,046 at 4% or $170,031 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-10$2,619,766$204,037$20,404iApproximate average salary by contribution assumption: employee only about $510,093 at 4% or $340,062 at 6%; with 50% employer match about $340,062 at 4% or $226,708 at 6%; with 100% employer match about $255,046 at 4% or $170,031 at 6%.
2004110$2,285,972$195,709$19,571iApproximate average salary by contribution assumption: employee only about $489,273 at 4% or $326,182 at 6%; with 50% employer match about $326,182 at 4% or $217,454 at 6%; with 100% employer match about $244,636 at 4% or $163,091 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-10$2,285,972$195,709$19,571iApproximate average salary by contribution assumption: employee only about $489,273 at 4% or $326,182 at 6%; with 50% employer match about $326,182 at 4% or $217,454 at 6%; with 100% employer match about $244,636 at 4% or $163,091 at 6%.
200319$0$0-
Oldford & Associates Inc. Profit Sharing Plan-9---
200219$0$0-
Oldford & Associates Inc. Profit Sharing Plan-9---
200118$0$0-
Oldford & Associates Inc. Profit Sharing Plan-8---
200018$1,321,572$142,641$17,830iApproximate average salary by contribution assumption: employee only about $445,753 at 4% or $297,169 at 6%; with 50% employer match about $297,169 at 4% or $198,113 at 6%; with 100% employer match about $222,877 at 4% or $148,584 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-8$1,321,572$142,641$17,830iApproximate average salary by contribution assumption: employee only about $445,753 at 4% or $297,169 at 6%; with 50% employer match about $297,169 at 4% or $198,113 at 6%; with 100% employer match about $222,877 at 4% or $148,584 at 6%.
199918$1,607,824$128,255$16,032iApproximate average salary by contribution assumption: employee only about $400,797 at 4% or $267,198 at 6%; with 50% employer match about $267,198 at 4% or $178,132 at 6%; with 100% employer match about $200,398 at 4% or $133,599 at 6%.
Oldford & Associates Inc. Profit Sharing Plan-8$1,607,824$128,255$16,032iApproximate average salary by contribution assumption: employee only about $400,797 at 4% or $267,198 at 6%; with 50% employer match about $267,198 at 4% or $178,132 at 6%; with 100% employer match about $200,398 at 4% or $133,599 at 6%.