Civic Intelligence

Roger J. Oldham, MD

Plan context: Roger J. Oldham, MD Profit Sharing Plan and Trust

EIN 52-1153367 • Potomac, MD • 21 filings • 4 plans

10704 Balantre LanePotomac, MD 20854
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,428,049

2020 Contributions

$1,261

Historical Graphs

Total Assets Over Time

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

$1,428,049$714,025$0199920112019YearValue
$1,428,049Latest year 2019

Participants Over Time

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

420199920102019YearValue
3Latest year 2019

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
202010$0$1,261-
Roger J. Oldham, MD Profit Sharing Plan and Trust-0$0$1,261-
201913$1,428,049$32,886$10,962iApproximate average salary by contribution assumption: employee only about $274,050 at 4% or $182,700 at 6%; with 50% employer match about $182,700 at 4% or $121,800 at 6%; with 100% employer match about $137,025 at 4% or $91,350 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,428,049$32,886$10,962iApproximate average salary by contribution assumption: employee only about $274,050 at 4% or $182,700 at 6%; with 50% employer match about $182,700 at 4% or $121,800 at 6%; with 100% employer match about $137,025 at 4% or $91,350 at 6%.
201813$1,225,298$44,037$14,679iApproximate average salary by contribution assumption: employee only about $366,975 at 4% or $244,650 at 6%; with 50% employer match about $244,650 at 4% or $163,100 at 6%; with 100% employer match about $183,488 at 4% or $122,325 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,225,298$44,037$14,679iApproximate average salary by contribution assumption: employee only about $366,975 at 4% or $244,650 at 6%; with 50% employer match about $244,650 at 4% or $163,100 at 6%; with 100% employer match about $183,488 at 4% or $122,325 at 6%.
201713$1,295,626$54,708$18,236iApproximate average salary by contribution assumption: employee only about $455,900 at 4% or $303,933 at 6%; with 50% employer match about $303,933 at 4% or $202,622 at 6%; with 100% employer match about $227,950 at 4% or $151,967 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,295,626$54,708$18,236iApproximate average salary by contribution assumption: employee only about $455,900 at 4% or $303,933 at 6%; with 50% employer match about $303,933 at 4% or $202,622 at 6%; with 100% employer match about $227,950 at 4% or $151,967 at 6%.
201613$1,136,718$57,228$19,076iApproximate average salary by contribution assumption: employee only about $476,900 at 4% or $317,933 at 6%; with 50% employer match about $317,933 at 4% or $211,956 at 6%; with 100% employer match about $238,450 at 4% or $158,967 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,136,718$57,228$19,076iApproximate average salary by contribution assumption: employee only about $476,900 at 4% or $317,933 at 6%; with 50% employer match about $317,933 at 4% or $211,956 at 6%; with 100% employer match about $238,450 at 4% or $158,967 at 6%.
201513$1,040,794$54,706$18,235iApproximate average salary by contribution assumption: employee only about $455,883 at 4% or $303,922 at 6%; with 50% employer match about $303,922 at 4% or $202,615 at 6%; with 100% employer match about $227,942 at 4% or $151,961 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,040,794$54,706$18,235iApproximate average salary by contribution assumption: employee only about $455,883 at 4% or $303,922 at 6%; with 50% employer match about $303,922 at 4% or $202,615 at 6%; with 100% employer match about $227,942 at 4% or $151,961 at 6%.
201413$1,066,865$54,844$18,281iApproximate average salary by contribution assumption: employee only about $457,033 at 4% or $304,689 at 6%; with 50% employer match about $304,689 at 4% or $203,126 at 6%; with 100% employer match about $228,517 at 4% or $152,344 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$1,066,865$54,844$18,281iApproximate average salary by contribution assumption: employee only about $457,033 at 4% or $304,689 at 6%; with 50% employer match about $304,689 at 4% or $203,126 at 6%; with 100% employer match about $228,517 at 4% or $152,344 at 6%.
201313$980,035$53,653$17,884iApproximate average salary by contribution assumption: employee only about $447,108 at 4% or $298,072 at 6%; with 50% employer match about $298,072 at 4% or $198,715 at 6%; with 100% employer match about $223,554 at 4% or $149,036 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$980,035$53,653$17,884iApproximate average salary by contribution assumption: employee only about $447,108 at 4% or $298,072 at 6%; with 50% employer match about $298,072 at 4% or $198,715 at 6%; with 100% employer match about $223,554 at 4% or $149,036 at 6%.
201213$832,790$52,905$17,635iApproximate average salary by contribution assumption: employee only about $440,875 at 4% or $293,917 at 6%; with 50% employer match about $293,917 at 4% or $195,944 at 6%; with 100% employer match about $220,438 at 4% or $146,958 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$832,790$52,905$17,635iApproximate average salary by contribution assumption: employee only about $440,875 at 4% or $293,917 at 6%; with 50% employer match about $293,917 at 4% or $195,944 at 6%; with 100% employer match about $220,438 at 4% or $146,958 at 6%.
201113$697,804$51,490$17,163iApproximate average salary by contribution assumption: employee only about $429,083 at 4% or $286,056 at 6%; with 50% employer match about $286,056 at 4% or $190,704 at 6%; with 100% employer match about $214,542 at 4% or $143,028 at 6%.
ROGER J. OLDHAM, MD PROFIT SHARING PLAN AND TRUST-3$697,804$51,490$17,163iApproximate average salary by contribution assumption: employee only about $429,083 at 4% or $286,056 at 6%; with 50% employer match about $286,056 at 4% or $190,704 at 6%; with 100% employer match about $214,542 at 4% or $143,028 at 6%.
201013$651,005$50,540$16,847iApproximate average salary by contribution assumption: employee only about $421,167 at 4% or $280,778 at 6%; with 50% employer match about $280,778 at 4% or $187,185 at 6%; with 100% employer match about $210,583 at 4% or $140,389 at 6%.
ROGER J. OLDHAM, MD PROFIT SHARING PLAN AND TRUST-3$651,005$50,540$16,847iApproximate average salary by contribution assumption: employee only about $421,167 at 4% or $280,778 at 6%; with 50% employer match about $280,778 at 4% or $187,185 at 6%; with 100% employer match about $210,583 at 4% or $140,389 at 6%.
200913$536,976$47,255$15,752iApproximate average salary by contribution assumption: employee only about $393,792 at 4% or $262,528 at 6%; with 50% employer match about $262,528 at 4% or $175,019 at 6%; with 100% employer match about $196,896 at 4% or $131,264 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$536,976$47,255$15,752iApproximate average salary by contribution assumption: employee only about $393,792 at 4% or $262,528 at 6%; with 50% employer match about $262,528 at 4% or $175,019 at 6%; with 100% employer match about $196,896 at 4% or $131,264 at 6%.
200814$475,113$46,225$11,556iApproximate average salary by contribution assumption: employee only about $288,906 at 4% or $192,604 at 6%; with 50% employer match about $192,604 at 4% or $128,403 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-4$475,113$46,225$11,556iApproximate average salary by contribution assumption: employee only about $288,906 at 4% or $192,604 at 6%; with 50% employer match about $192,604 at 4% or $128,403 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.
200714$545,463$74,753$18,688iApproximate average salary by contribution assumption: employee only about $467,206 at 4% or $311,471 at 6%; with 50% employer match about $311,471 at 4% or $207,647 at 6%; with 100% employer match about $233,603 at 4% or $155,735 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-4$545,463$74,753$18,688iApproximate average salary by contribution assumption: employee only about $467,206 at 4% or $311,471 at 6%; with 50% employer match about $311,471 at 4% or $207,647 at 6%; with 100% employer match about $233,603 at 4% or $155,735 at 6%.
200613$451,772$55,458$18,486iApproximate average salary by contribution assumption: employee only about $462,150 at 4% or $308,100 at 6%; with 50% employer match about $308,100 at 4% or $205,400 at 6%; with 100% employer match about $231,075 at 4% or $154,050 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$451,772$55,458$18,486iApproximate average salary by contribution assumption: employee only about $462,150 at 4% or $308,100 at 6%; with 50% employer match about $308,100 at 4% or $205,400 at 6%; with 100% employer match about $231,075 at 4% or $154,050 at 6%.
200513$391,684$58,048$19,349iApproximate average salary by contribution assumption: employee only about $483,733 at 4% or $322,489 at 6%; with 50% employer match about $322,489 at 4% or $214,993 at 6%; with 100% employer match about $241,867 at 4% or $161,244 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$391,684$58,048$19,349iApproximate average salary by contribution assumption: employee only about $483,733 at 4% or $322,489 at 6%; with 50% employer match about $322,489 at 4% or $214,993 at 6%; with 100% employer match about $241,867 at 4% or $161,244 at 6%.
200414$312,969$65,412$16,353iApproximate average salary by contribution assumption: employee only about $408,825 at 4% or $272,550 at 6%; with 50% employer match about $272,550 at 4% or $181,700 at 6%; with 100% employer match about $204,413 at 4% or $136,275 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-4$312,969$65,412$16,353iApproximate average salary by contribution assumption: employee only about $408,825 at 4% or $272,550 at 6%; with 50% employer match about $272,550 at 4% or $181,700 at 6%; with 100% employer match about $204,413 at 4% or $136,275 at 6%.
200213$134,320$55,310$18,437iApproximate average salary by contribution assumption: employee only about $460,917 at 4% or $307,278 at 6%; with 50% employer match about $307,278 at 4% or $204,852 at 6%; with 100% employer match about $230,458 at 4% or $153,639 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-3$134,320$55,310$18,437iApproximate average salary by contribution assumption: employee only about $460,917 at 4% or $307,278 at 6%; with 50% employer match about $307,278 at 4% or $204,852 at 6%; with 100% employer match about $230,458 at 4% or $153,639 at 6%.
200113$0$0-
Roger J. Oldham, MD Profit Sharing Plan and Trust-3---
200013$0$0-
Roger J. Oldham, MD Profit Sharing Plan and Trust-3---
199914$1,125,388$26,866$6,717iApproximate average salary by contribution assumption: employee only about $167,913 at 4% or $111,942 at 6%; with 50% employer match about $111,942 at 4% or $74,628 at 6%; with 100% employer match about $83,956 at 4% or $55,971 at 6%.
Roger J. Oldham, MD Profit Sharing Plan and Trust-4$1,125,388$26,866$6,717iApproximate average salary by contribution assumption: employee only about $167,913 at 4% or $111,942 at 6%; with 50% employer match about $111,942 at 4% or $74,628 at 6%; with 100% employer match about $83,956 at 4% or $55,971 at 6%.