Civic Intelligence

Oates & Oates, Pa

Plan context: Oates & Oates, Pa Profit Sharing Plan

EIN 52-1595431 • Columbia, MD • 26 filings • 4 plans

9194 Red Branch Road, Suite AColumbia, MD 21045
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,233,431

2020 Contributions

$118,237

Historical Graphs

Total Assets Over Time

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

$2,233,431$1,116,716$0199920102019YearValue
$2,233,431Latest year 2019

Participants Over Time

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

420199920092019YearValue
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$0-
Oates & Oates, Pa Profit Sharing Plan-0$0$0-
201913$2,233,431$118,237$39,412iApproximate average salary by contribution assumption: employee only about $985,308 at 4% or $656,872 at 6%; with 50% employer match about $656,872 at 4% or $437,915 at 6%; with 100% employer match about $492,654 at 4% or $328,436 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$2,233,431$118,237$39,412iApproximate average salary by contribution assumption: employee only about $985,308 at 4% or $656,872 at 6%; with 50% employer match about $656,872 at 4% or $437,915 at 6%; with 100% employer match about $492,654 at 4% or $328,436 at 6%.
201813$1,869,126$121,061$40,354iApproximate average salary by contribution assumption: employee only about $1,008,842 at 4% or $672,561 at 6%; with 50% employer match about $672,561 at 4% or $448,374 at 6%; with 100% employer match about $504,421 at 4% or $336,281 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,869,126$121,061$40,354iApproximate average salary by contribution assumption: employee only about $1,008,842 at 4% or $672,561 at 6%; with 50% employer match about $672,561 at 4% or $448,374 at 6%; with 100% employer match about $504,421 at 4% or $336,281 at 6%.
201713$1,811,061$123,777$41,259iApproximate average salary by contribution assumption: employee only about $1,031,475 at 4% or $687,650 at 6%; with 50% employer match about $687,650 at 4% or $458,433 at 6%; with 100% employer match about $515,738 at 4% or $343,825 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,811,061$123,777$41,259iApproximate average salary by contribution assumption: employee only about $1,031,475 at 4% or $687,650 at 6%; with 50% employer match about $687,650 at 4% or $458,433 at 6%; with 100% employer match about $515,738 at 4% or $343,825 at 6%.
201613$1,553,773$104,222$34,741iApproximate average salary by contribution assumption: employee only about $868,517 at 4% or $579,011 at 6%; with 50% employer match about $579,011 at 4% or $386,007 at 6%; with 100% employer match about $434,258 at 4% or $289,506 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,553,773$104,222$34,741iApproximate average salary by contribution assumption: employee only about $868,517 at 4% or $579,011 at 6%; with 50% employer match about $579,011 at 4% or $386,007 at 6%; with 100% employer match about $434,258 at 4% or $289,506 at 6%.
201513$1,341,258$109,614$36,538iApproximate average salary by contribution assumption: employee only about $913,450 at 4% or $608,967 at 6%; with 50% employer match about $608,967 at 4% or $405,978 at 6%; with 100% employer match about $456,725 at 4% or $304,483 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,341,258$109,614$36,538iApproximate average salary by contribution assumption: employee only about $913,450 at 4% or $608,967 at 6%; with 50% employer match about $608,967 at 4% or $405,978 at 6%; with 100% employer match about $456,725 at 4% or $304,483 at 6%.
201413$1,271,632$78,478$26,159iApproximate average salary by contribution assumption: employee only about $653,983 at 4% or $435,989 at 6%; with 50% employer match about $435,989 at 4% or $290,659 at 6%; with 100% employer match about $326,992 at 4% or $217,994 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,271,632$78,478$26,159iApproximate average salary by contribution assumption: employee only about $653,983 at 4% or $435,989 at 6%; with 50% employer match about $435,989 at 4% or $290,659 at 6%; with 100% employer match about $326,992 at 4% or $217,994 at 6%.
201313$1,139,014$76,588$25,529iApproximate average salary by contribution assumption: employee only about $638,233 at 4% or $425,489 at 6%; with 50% employer match about $425,489 at 4% or $283,659 at 6%; with 100% employer match about $319,117 at 4% or $212,744 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,139,014$76,588$25,529iApproximate average salary by contribution assumption: employee only about $638,233 at 4% or $425,489 at 6%; with 50% employer match about $425,489 at 4% or $283,659 at 6%; with 100% employer match about $319,117 at 4% or $212,744 at 6%.
201213$1,012,976$67,130$22,377iApproximate average salary by contribution assumption: employee only about $559,417 at 4% or $372,944 at 6%; with 50% employer match about $372,944 at 4% or $248,630 at 6%; with 100% employer match about $279,708 at 4% or $186,472 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$1,012,976$67,130$22,377iApproximate average salary by contribution assumption: employee only about $559,417 at 4% or $372,944 at 6%; with 50% employer match about $372,944 at 4% or $248,630 at 6%; with 100% employer match about $279,708 at 4% or $186,472 at 6%.
201114$868,596$64,019$16,005iApproximate average salary by contribution assumption: employee only about $400,119 at 4% or $266,746 at 6%; with 50% employer match about $266,746 at 4% or $177,831 at 6%; with 100% employer match about $200,059 at 4% or $133,373 at 6%.
Oates & Oates, Pa Profit Sharing Plan-4$868,596$64,019$16,005iApproximate average salary by contribution assumption: employee only about $400,119 at 4% or $266,746 at 6%; with 50% employer match about $266,746 at 4% or $177,831 at 6%; with 100% employer match about $200,059 at 4% or $133,373 at 6%.
201013$792,577$57,218$19,073iApproximate average salary by contribution assumption: employee only about $476,817 at 4% or $317,878 at 6%; with 50% employer match about $317,878 at 4% or $211,919 at 6%; with 100% employer match about $238,408 at 4% or $158,939 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$792,577$57,218$19,073iApproximate average salary by contribution assumption: employee only about $476,817 at 4% or $317,878 at 6%; with 50% employer match about $317,878 at 4% or $211,919 at 6%; with 100% employer match about $238,408 at 4% or $158,939 at 6%.
200913$732,965$57,400$19,133iApproximate average salary by contribution assumption: employee only about $478,333 at 4% or $318,889 at 6%; with 50% employer match about $318,889 at 4% or $212,593 at 6%; with 100% employer match about $239,167 at 4% or $159,444 at 6%.
Oates & Oates, Pa Profit Sharing Plan-3$732,965$57,400$19,133iApproximate average salary by contribution assumption: employee only about $478,333 at 4% or $318,889 at 6%; with 50% employer match about $318,889 at 4% or $212,593 at 6%; with 100% employer match about $239,167 at 4% or $159,444 at 6%.
200812$502,985$52,776$26,388iApproximate average salary by contribution assumption: employee only about $659,700 at 4% or $439,800 at 6%; with 50% employer match about $439,800 at 4% or $293,200 at 6%; with 100% employer match about $329,850 at 4% or $219,900 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$502,985$52,776$26,388iApproximate average salary by contribution assumption: employee only about $659,700 at 4% or $439,800 at 6%; with 50% employer match about $439,800 at 4% or $293,200 at 6%; with 100% employer match about $329,850 at 4% or $219,900 at 6%.
200712$759,287$52,541$26,271iApproximate average salary by contribution assumption: employee only about $656,763 at 4% or $437,842 at 6%; with 50% employer match about $437,842 at 4% or $291,894 at 6%; with 100% employer match about $328,381 at 4% or $218,921 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$759,287$52,541$26,271iApproximate average salary by contribution assumption: employee only about $656,763 at 4% or $437,842 at 6%; with 50% employer match about $437,842 at 4% or $291,894 at 6%; with 100% employer match about $328,381 at 4% or $218,921 at 6%.
200612$610,455$46,573$23,287iApproximate average salary by contribution assumption: employee only about $582,163 at 4% or $388,108 at 6%; with 50% employer match about $388,108 at 4% or $258,739 at 6%; with 100% employer match about $291,081 at 4% or $194,054 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$610,455$46,573$23,287iApproximate average salary by contribution assumption: employee only about $582,163 at 4% or $388,108 at 6%; with 50% employer match about $388,108 at 4% or $258,739 at 6%; with 100% employer match about $291,081 at 4% or $194,054 at 6%.
200512$495,760$44,482$22,241iApproximate average salary by contribution assumption: employee only about $556,025 at 4% or $370,683 at 6%; with 50% employer match about $370,683 at 4% or $247,122 at 6%; with 100% employer match about $278,013 at 4% or $185,342 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$495,760$44,482$22,241iApproximate average salary by contribution assumption: employee only about $556,025 at 4% or $370,683 at 6%; with 50% employer match about $370,683 at 4% or $247,122 at 6%; with 100% employer match about $278,013 at 4% or $185,342 at 6%.
200412$416,708$43,372$21,686iApproximate average salary by contribution assumption: employee only about $542,150 at 4% or $361,433 at 6%; with 50% employer match about $361,433 at 4% or $240,956 at 6%; with 100% employer match about $271,075 at 4% or $180,717 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$416,708$43,372$21,686iApproximate average salary by contribution assumption: employee only about $542,150 at 4% or $361,433 at 6%; with 50% employer match about $361,433 at 4% or $240,956 at 6%; with 100% employer match about $271,075 at 4% or $180,717 at 6%.
200312$341,447$42,254$21,127iApproximate average salary by contribution assumption: employee only about $528,175 at 4% or $352,117 at 6%; with 50% employer match about $352,117 at 4% or $234,744 at 6%; with 100% employer match about $264,088 at 4% or $176,058 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$341,447$42,254$21,127iApproximate average salary by contribution assumption: employee only about $528,175 at 4% or $352,117 at 6%; with 50% employer match about $352,117 at 4% or $234,744 at 6%; with 100% employer match about $264,088 at 4% or $176,058 at 6%.
200222$0$0-
Oates & Oates, Pa Money Purchase Plan-0---
Oates & Oates, Pa Profit Sharing Plan-2---
200122$46,003$8,411$4,206iApproximate average salary by contribution assumption: employee only about $105,138 at 4% or $70,092 at 6%; with 50% employer match about $70,092 at 4% or $46,728 at 6%; with 100% employer match about $52,569 at 4% or $35,046 at 6%.
Oates & Oates, Pa Money Purchase Plan-2$46,003$8,411$4,206iApproximate average salary by contribution assumption: employee only about $105,138 at 4% or $70,092 at 6%; with 50% employer match about $70,092 at 4% or $46,728 at 6%; with 100% employer match about $52,569 at 4% or $35,046 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2---
200022$241,264$30,456$15,228iApproximate average salary by contribution assumption: employee only about $380,700 at 4% or $253,800 at 6%; with 50% employer match about $253,800 at 4% or $169,200 at 6%; with 100% employer match about $190,350 at 4% or $126,900 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$198,111$22,842$11,421iApproximate average salary by contribution assumption: employee only about $285,525 at 4% or $190,350 at 6%; with 50% employer match about $190,350 at 4% or $126,900 at 6%; with 100% employer match about $142,763 at 4% or $95,175 at 6%.
Oates & Oates, Pa Money Purchase Plan-2$43,153$7,614$3,807iApproximate average salary by contribution assumption: employee only about $95,175 at 4% or $63,450 at 6%; with 50% employer match about $63,450 at 4% or $42,300 at 6%; with 100% employer match about $47,588 at 4% or $31,725 at 6%.
199922$231,918$27,780$13,890iApproximate average salary by contribution assumption: employee only about $347,250 at 4% or $231,500 at 6%; with 50% employer match about $231,500 at 4% or $154,333 at 6%; with 100% employer match about $173,625 at 4% or $115,750 at 6%.
Oates & Oates, Pa Profit Sharing Plan-2$192,108$20,545$10,273iApproximate average salary by contribution assumption: employee only about $256,813 at 4% or $171,208 at 6%; with 50% employer match about $171,208 at 4% or $114,139 at 6%; with 100% employer match about $128,406 at 4% or $85,604 at 6%.
Oates & Oates, Pa Money Purchase Plan-2$39,810$7,235$3,618iApproximate average salary by contribution assumption: employee only about $90,438 at 4% or $60,292 at 6%; with 50% employer match about $60,292 at 4% or $40,194 at 6%; with 100% employer match about $45,219 at 4% or $30,146 at 6%.