Civic Intelligence

Oleary and Grant

Plan context: Oleary and Grant Profit Sharing Plan and Trust

EIN 41-1604801 • Sunfish Lake, MN • 23 filings • 6 plans

10 Windy Hill RoadSunfish Lake, MN 55077
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$840,415

2010 Contributions

$47,785

Historical Graphs

Total Assets Over Time

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

$1,311,676$655,838$0199920052009YearValue
$840,415Latest year 2009

Participants Over Time

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

320199920042009YearValue
2Latest year 2009

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
201020$0$0-
Oleary and Grant Money Purchase Plan and Trust-0$0--
Oleary and Grant Profit Sharing Plan and Trust-0$0--
200922$840,415$0-
Oleary and Grant Profit Sharing Plan and Trust-2$482,567--
Oleary and Grant Money Purchase Plan and Trust-2$357,848--
200822$828,057$47,785$23,893iApproximate average salary by contribution assumption: employee only about $597,313 at 4% or $398,208 at 6%; with 50% employer match about $398,208 at 4% or $265,472 at 6%; with 100% employer match about $298,656 at 4% or $199,104 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-2$469,852$28,671$14,336iApproximate average salary by contribution assumption: employee only about $358,388 at 4% or $238,925 at 6%; with 50% employer match about $238,925 at 4% or $159,283 at 6%; with 100% employer match about $179,194 at 4% or $119,463 at 6%.
Oleary and Grant Money Purchase Plan and Trust-2$358,205$19,114$9,557iApproximate average salary by contribution assumption: employee only about $238,925 at 4% or $159,283 at 6%; with 50% employer match about $159,283 at 4% or $106,189 at 6%; with 100% employer match about $119,463 at 4% or $79,642 at 6%.
200721$451,048$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-1$451,048$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Oleary and Grant Money Purchase Plan and Trust-1---
200621$695,464$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-1$391,671$26,400$26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%.
Oleary and Grant Money Purchase Plan and Trust-1$303,793$17,600$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
200521$1,311,676$114,774$114,774iApproximate average salary by contribution assumption: employee only about $2,869,350 at 4% or $1,912,900 at 6%; with 50% employer match about $1,912,900 at 4% or $1,275,267 at 6%; with 100% employer match about $1,434,675 at 4% or $956,450 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-1$762,521$68,864$68,864iApproximate average salary by contribution assumption: employee only about $1,721,600 at 4% or $1,147,733 at 6%; with 50% employer match about $1,147,733 at 4% or $765,156 at 6%; with 100% employer match about $860,800 at 4% or $573,867 at 6%.
Oleary and Grant Money Purchase Plan and Trust-1$549,155$45,910$45,910iApproximate average salary by contribution assumption: employee only about $1,147,750 at 4% or $765,167 at 6%; with 50% employer match about $765,167 at 4% or $510,111 at 6%; with 100% employer match about $573,875 at 4% or $382,583 at 6%.
200422$1,130,842$72,217$36,109iApproximate average salary by contribution assumption: employee only about $902,713 at 4% or $601,808 at 6%; with 50% employer match about $601,808 at 4% or $401,206 at 6%; with 100% employer match about $451,356 at 4% or $300,904 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-2$654,716$43,330$21,665iApproximate average salary by contribution assumption: employee only about $541,625 at 4% or $361,083 at 6%; with 50% employer match about $361,083 at 4% or $240,722 at 6%; with 100% employer match about $270,813 at 4% or $180,542 at 6%.
Oleary and Grant Money Purchase Plan and Trust-2$476,126$28,887$14,444iApproximate average salary by contribution assumption: employee only about $361,088 at 4% or $240,725 at 6%; with 50% employer match about $240,725 at 4% or $160,483 at 6%; with 100% employer match about $180,544 at 4% or $120,363 at 6%.
200323$990,675$64,749$21,583iApproximate average salary by contribution assumption: employee only about $539,575 at 4% or $359,717 at 6%; with 50% employer match about $359,717 at 4% or $239,811 at 6%; with 100% employer match about $269,788 at 4% or $179,858 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-3$572,883$38,849$12,950iApproximate average salary by contribution assumption: employee only about $323,742 at 4% or $215,828 at 6%; with 50% employer match about $215,828 at 4% or $143,885 at 6%; with 100% employer match about $161,871 at 4% or $107,914 at 6%.
Oleary and Grant Money Purchase Plan and Trust-3$417,792$25,900$8,633iApproximate average salary by contribution assumption: employee only about $215,833 at 4% or $143,889 at 6%; with 50% employer match about $143,889 at 4% or $95,926 at 6%; with 100% employer match about $107,917 at 4% or $71,944 at 6%.
200223$759,755$7,505$2,502iApproximate average salary by contribution assumption: employee only about $62,542 at 4% or $41,694 at 6%; with 50% employer match about $41,694 at 4% or $27,796 at 6%; with 100% employer match about $31,271 at 4% or $20,847 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-3$420,547$4,503$1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%.
Oleary and Grant Money Purchase Plan and Trust-3$339,208$3,002$1,001iApproximate average salary by contribution assumption: employee only about $25,017 at 4% or $16,678 at 6%; with 50% employer match about $16,678 at 4% or $11,119 at 6%; with 100% employer match about $12,508 at 4% or $8,339 at 6%.
200123$899,637$69,343$23,114iApproximate average salary by contribution assumption: employee only about $577,858 at 4% or $385,239 at 6%; with 50% employer match about $385,239 at 4% or $256,826 at 6%; with 100% employer match about $288,929 at 4% or $192,619 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-3$521,204$41,606$13,869iApproximate average salary by contribution assumption: employee only about $346,717 at 4% or $231,144 at 6%; with 50% employer match about $231,144 at 4% or $154,096 at 6%; with 100% employer match about $173,358 at 4% or $115,572 at 6%.
Oleary and Grant Money Purchase Plan and Trust-3$378,433$27,737$9,246iApproximate average salary by contribution assumption: employee only about $231,142 at 4% or $154,094 at 6%; with 50% employer match about $154,094 at 4% or $102,730 at 6%; with 100% employer match about $115,571 at 4% or $77,047 at 6%.
200013$0$0-
Oleary and Grant Money Purchase Plan and Trust-3---
199923$834,938$60,593$20,198iApproximate average salary by contribution assumption: employee only about $504,942 at 4% or $336,628 at 6%; with 50% employer match about $336,628 at 4% or $224,419 at 6%; with 100% employer match about $252,471 at 4% or $168,314 at 6%.
Oleary and Grant Profit Sharing Plan and Trust-3$511,790$36,356$12,119iApproximate average salary by contribution assumption: employee only about $302,967 at 4% or $201,978 at 6%; with 50% employer match about $201,978 at 4% or $134,652 at 6%; with 100% employer match about $151,483 at 4% or $100,989 at 6%.
Oleary and Grant Money Purchase Plan and Trust-3$323,148$24,237$8,079iApproximate average salary by contribution assumption: employee only about $201,975 at 4% or $134,650 at 6%; with 50% employer match about $134,650 at 4% or $89,767 at 6%; with 100% employer match about $100,988 at 4% or $67,325 at 6%.