Civic Intelligence

David L. Olsen, D.D.S., M.S., S.C.

Plan context: David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust

EIN 39-1776640 • Appleton, WI • 17 filings • 4 plans

1009 Woodcrest DriveAppleton, WI 54915-4556
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,399,245

2014 Contributions

$67,000

Historical Graphs

Total Assets Over Time

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

$1,399,245$699,623$0199920072014YearValue
$1,399,245Latest year 2014

Participants Over Time

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

740199920072014YearValue
5Latest year 2014

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
201425$1,399,245$67,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-5$1,399,245$67,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-0$0$0-
201316$1,287,454$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$1,287,454$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201216$1,210,492$44,533$7,422iApproximate average salary by contribution assumption: employee only about $185,554 at 4% or $123,703 at 6%; with 50% employer match about $123,703 at 4% or $82,469 at 6%; with 100% employer match about $92,777 at 4% or $61,851 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$1,210,492$44,533$7,422iApproximate average salary by contribution assumption: employee only about $185,554 at 4% or $123,703 at 6%; with 50% employer match about $123,703 at 4% or $82,469 at 6%; with 100% employer match about $92,777 at 4% or $61,851 at 6%.
201116$1,065,817$43,237$7,206iApproximate average salary by contribution assumption: employee only about $180,154 at 4% or $120,103 at 6%; with 50% employer match about $120,103 at 4% or $80,069 at 6%; with 100% employer match about $90,077 at 4% or $60,051 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$1,065,817$43,237$7,206iApproximate average salary by contribution assumption: employee only about $180,154 at 4% or $120,103 at 6%; with 50% employer match about $120,103 at 4% or $80,069 at 6%; with 100% employer match about $90,077 at 4% or $60,051 at 6%.
201016$1,038,577$52,293$8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,258 at 6%; with 50% employer match about $145,258 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$1,038,577$52,293$8,716iApproximate average salary by contribution assumption: employee only about $217,888 at 4% or $145,258 at 6%; with 50% employer match about $145,258 at 4% or $96,839 at 6%; with 100% employer match about $108,944 at 4% or $72,629 at 6%.
200917$928,014$64,840$9,263iApproximate average salary by contribution assumption: employee only about $231,571 at 4% or $154,381 at 6%; with 50% employer match about $154,381 at 4% or $102,921 at 6%; with 100% employer match about $115,786 at 4% or $77,190 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-7$928,014$64,840$9,263iApproximate average salary by contribution assumption: employee only about $231,571 at 4% or $154,381 at 6%; with 50% employer match about $154,381 at 4% or $102,921 at 6%; with 100% employer match about $115,786 at 4% or $77,190 at 6%.
200817$784,942$68,758$9,823iApproximate average salary by contribution assumption: employee only about $245,564 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,782 at 4% or $81,855 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-7$784,942$68,758$9,823iApproximate average salary by contribution assumption: employee only about $245,564 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,782 at 4% or $81,855 at 6%.
200717$876,379$64,147$9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,821 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-7$876,379$64,147$9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,821 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%.
200616$806,814$61,246$10,208iApproximate average salary by contribution assumption: employee only about $255,192 at 4% or $170,128 at 6%; with 50% employer match about $170,128 at 4% or $113,419 at 6%; with 100% employer match about $127,596 at 4% or $85,064 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$806,814$61,246$10,208iApproximate average salary by contribution assumption: employee only about $255,192 at 4% or $170,128 at 6%; with 50% employer match about $170,128 at 4% or $113,419 at 6%; with 100% employer match about $127,596 at 4% or $85,064 at 6%.
200516$662,845$56,636$9,439iApproximate average salary by contribution assumption: employee only about $235,983 at 4% or $157,322 at 6%; with 50% employer match about $157,322 at 4% or $104,881 at 6%; with 100% employer match about $117,992 at 4% or $78,661 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$662,845$56,636$9,439iApproximate average salary by contribution assumption: employee only about $235,983 at 4% or $157,322 at 6%; with 50% employer match about $157,322 at 4% or $104,881 at 6%; with 100% employer match about $117,992 at 4% or $78,661 at 6%.
200416$590,063$53,946$8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-6$590,063$53,946$8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%.
200315$520,315$50,724$10,145iApproximate average salary by contribution assumption: employee only about $253,620 at 4% or $169,080 at 6%; with 50% employer match about $169,080 at 4% or $112,720 at 6%; with 100% employer match about $126,810 at 4% or $84,540 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-5$520,315$50,724$10,145iApproximate average salary by contribution assumption: employee only about $253,620 at 4% or $169,080 at 6%; with 50% employer match about $169,080 at 4% or $112,720 at 6%; with 100% employer match about $126,810 at 4% or $84,540 at 6%.
200215$390,813$44,233$8,847iApproximate average salary by contribution assumption: employee only about $221,165 at 4% or $147,443 at 6%; with 50% employer match about $147,443 at 4% or $98,296 at 6%; with 100% employer match about $110,583 at 4% or $73,722 at 6%.
David L. Olsen, D.D.S., M.S., S.C. 401K Plan and Trust-5$390,813$44,233$8,847iApproximate average salary by contribution assumption: employee only about $221,165 at 4% or $147,443 at 6%; with 50% employer match about $147,443 at 4% or $98,296 at 6%; with 100% employer match about $110,583 at 4% or $73,722 at 6%.
200110$0$32,311-
David L. Olsen, D.D.S., M.S., S.C. Target Benefit Pension Plan & Trust-0-$32,311-
200015$443,675$29,441$5,888iApproximate average salary by contribution assumption: employee only about $147,205 at 4% or $98,137 at 6%; with 50% employer match about $98,137 at 4% or $65,424 at 6%; with 100% employer match about $73,603 at 4% or $49,068 at 6%.
David L. Olsen, D.D.S., M.S., S.C. Target Benefit Pension Plan & Trust-5$443,675$29,441$5,888iApproximate average salary by contribution assumption: employee only about $147,205 at 4% or $98,137 at 6%; with 50% employer match about $98,137 at 4% or $65,424 at 6%; with 100% employer match about $73,603 at 4% or $49,068 at 6%.
199915$641,419$35,988$7,198iApproximate average salary by contribution assumption: employee only about $179,940 at 4% or $119,960 at 6%; with 50% employer match about $119,960 at 4% or $79,973 at 6%; with 100% employer match about $89,970 at 4% or $59,980 at 6%.
David L. Olsen, D.D.S., M.S., S.C. Target Benefit Pension Plan & Trust-5$641,419$35,988$7,198iApproximate average salary by contribution assumption: employee only about $179,940 at 4% or $119,960 at 6%; with 50% employer match about $119,960 at 4% or $79,973 at 6%; with 100% employer match about $89,970 at 4% or $59,980 at 6%.