Phillips P. Oshaughnessy, P.A.
Plan context: Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust
EIN 52-1872663 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$52,459
2003 Contributions
$10,691
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 1 | $52,459 | $0 | - |
| Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust | - | 1 | $52,459 | - | - |
| 2001 | 1 | 2 | $67,624 | $0 | - |
| Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust | - | 2 | $67,624 | - | - |
| 2000 | 1 | 2 | $96,472 | $0 | - |
| Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust | - | 2 | $96,472 | - | - |
| 1999 | 1 | 2 | $111,538 | $10,691 | $5,346iApproximate average salary by contribution assumption: employee only about $133,638 at 4% or $89,092 at 6%; with 50% employer match about $89,092 at 4% or $59,394 at 6%; with 100% employer match about $66,819 at 4% or $44,546 at 6%. |
| Phillips P. Oshaughnessy, P.A. Profit Sharing Plan and Trust | - | 2 | $111,538 | $10,691 | $5,346iApproximate average salary by contribution assumption: employee only about $133,638 at 4% or $89,092 at 6%; with 50% employer match about $89,092 at 4% or $59,394 at 6%; with 100% employer match about $66,819 at 4% or $44,546 at 6%. |