Civic Intelligence

Mansur & Oleary, P.A.

Plan context: MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN

EIN 41-1518164 • Sunfish Lake, MN • 21 filings • 6 plans

10 Windy Hill RoadSunfish Lake, MN 55077
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$347,359

2020 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$482,453$241,227$0199920112020YearValue
$347,359Latest year 2020

Participants Over Time

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

210200120112020YearValue
1Latest year 2020

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
202011$347,359$0-
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$347,359$0-
201911$444,018$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$444,018$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201811$419,184$0-
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$419,184$0-
201711$482,453$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$482,453$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201611$337,500$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$337,500$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201511$251,944$30,718$30,718iApproximate average salary by contribution assumption: employee only about $767,950 at 4% or $511,967 at 6%; with 50% employer match about $511,967 at 4% or $341,311 at 6%; with 100% employer match about $383,975 at 4% or $255,983 at 6%.
MANSUR & O'LEARY PA INDIVIDUAL 401(K) PLAN-1$251,944$30,718$30,718iApproximate average salary by contribution assumption: employee only about $767,950 at 4% or $511,967 at 6%; with 50% employer match about $511,967 at 4% or $341,311 at 6%; with 100% employer match about $383,975 at 4% or $255,983 at 6%.
201411$0$6,218$6,218iApproximate average salary by contribution assumption: employee only about $155,450 at 4% or $103,633 at 6%; with 50% employer match about $103,633 at 4% or $69,089 at 6%; with 100% employer match about $77,725 at 4% or $51,817 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$0$6,218$6,218iApproximate average salary by contribution assumption: employee only about $155,450 at 4% or $103,633 at 6%; with 50% employer match about $103,633 at 4% or $69,089 at 6%; with 100% employer match about $77,725 at 4% or $51,817 at 6%.
201311$222,063$6,550$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$222,063$6,550$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
201211$201,877$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$201,877$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201112$183,358$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$183,358$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201012$212,798$2,688$1,344iApproximate average salary by contribution assumption: employee only about $33,600 at 4% or $22,400 at 6%; with 50% employer match about $22,400 at 4% or $14,933 at 6%; with 100% employer match about $16,800 at 4% or $11,200 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$212,798$2,688$1,344iApproximate average salary by contribution assumption: employee only about $33,600 at 4% or $22,400 at 6%; with 50% employer match about $22,400 at 4% or $14,933 at 6%; with 100% employer match about $16,800 at 4% or $11,200 at 6%.
200912$173,343$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$173,343$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
200811$106,204$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$106,204$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200711$0$0-
Mansur & Oleary, P.A. Employee Savings Plan-1---
200611$123,191$15,888$15,888iApproximate average salary by contribution assumption: employee only about $397,200 at 4% or $264,800 at 6%; with 50% employer match about $264,800 at 4% or $176,533 at 6%; with 100% employer match about $198,600 at 4% or $132,400 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$123,191$15,888$15,888iApproximate average salary by contribution assumption: employee only about $397,200 at 4% or $264,800 at 6%; with 50% employer match about $264,800 at 4% or $176,533 at 6%; with 100% employer match about $198,600 at 4% or $132,400 at 6%.
200512$113,717$11,138$5,569iApproximate average salary by contribution assumption: employee only about $139,225 at 4% or $92,817 at 6%; with 50% employer match about $92,817 at 4% or $61,878 at 6%; with 100% employer match about $69,613 at 4% or $46,408 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$113,717$11,138$5,569iApproximate average salary by contribution assumption: employee only about $139,225 at 4% or $92,817 at 6%; with 50% employer match about $92,817 at 4% or $61,878 at 6%; with 100% employer match about $69,613 at 4% or $46,408 at 6%.
200412$94,668$28,637$14,319iApproximate average salary by contribution assumption: employee only about $357,963 at 4% or $238,642 at 6%; with 50% employer match about $238,642 at 4% or $159,094 at 6%; with 100% employer match about $178,981 at 4% or $119,321 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$94,668$28,637$14,319iApproximate average salary by contribution assumption: employee only about $357,963 at 4% or $238,642 at 6%; with 50% employer match about $238,642 at 4% or $159,094 at 6%; with 100% employer match about $178,981 at 4% or $119,321 at 6%.
200312$57,333$18,324$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-2$57,333$18,324$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
200211$33,864$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Mansur & Oleary, P.A. Employee Savings Plan-1$33,864$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200111$0$0-
Mansur & Oleary, P.A. Employee Savings Plan-1---
199910$347,055$10,666-
Mansur & Oleary, P.A. Employee Savings Plan-0$347,055$10,666-
Mansur & Oleary, P.A. | EIN 41-1518164 | 2020 Form 5500 Company Profile