Civic Intelligence

Oliver L. North

Plan context: Oliver L. North Profit Sharing Plan

EIN 54-1540100 • Bluemont, VA • 49 filings • 4 plans

867 River RoadBluemont, VA 20135
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$2,618,286

2023 Contributions

$102,393

Historical Graphs

Total Assets Over Time

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

$3,584,095$1,792,048$0200320132022YearValue
$2,618,286Latest year 2022

Participants Over Time

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

740200020112022YearValue
6Latest year 2022

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
202320$0$0-
Oliver L. North Defined Benefit Plan-0$0--
Oliver L. North Profit Sharing Plan-0$0$0-
202226$2,618,286$0-
Oliver L. North Profit Sharing Plan-6$2,213,036--
Oliver L. North Defined Benefit Plan-1$405,250$0-
202127$3,584,095$0-
Oliver L. North Profit Sharing Plan-6$2,686,619$0-
Oliver L. North Defined Benefit Plan-7$897,476$0-
202027$3,402,220$0-
Oliver L. North Profit Sharing Plan-6$2,484,160$0-
Oliver L. North Defined Benefit Plan-7$918,060$0-
201927$3,121,603$102,393$14,628iApproximate average salary by contribution assumption: employee only about $365,689 at 4% or $243,793 at 6%; with 50% employer match about $243,793 at 4% or $162,529 at 6%; with 100% employer match about $182,845 at 4% or $121,896 at 6%.
Oliver L. North Profit Sharing Plan-6$2,206,113$61,094$10,182iApproximate average salary by contribution assumption: employee only about $254,558 at 4% or $169,706 at 6%; with 50% employer match about $169,706 at 4% or $113,137 at 6%; with 100% employer match about $127,279 at 4% or $84,853 at 6%.
Oliver L. North Defined Benefit Plan-7$915,490$41,299$5,900iApproximate average salary by contribution assumption: employee only about $147,496 at 4% or $98,331 at 6%; with 50% employer match about $98,331 at 4% or $65,554 at 6%; with 100% employer match about $73,748 at 4% or $49,165 at 6%.
201827$2,729,276$213,094$30,442iApproximate average salary by contribution assumption: employee only about $761,050 at 4% or $507,367 at 6%; with 50% employer match about $507,367 at 4% or $338,244 at 6%; with 100% employer match about $380,525 at 4% or $253,683 at 6%.
Oliver L. North Profit Sharing Plan-6$1,870,549$63,094$10,516iApproximate average salary by contribution assumption: employee only about $262,892 at 4% or $175,261 at 6%; with 50% employer match about $175,261 at 4% or $116,841 at 6%; with 100% employer match about $131,446 at 4% or $87,631 at 6%.
Oliver L. North Defined Benefit Plan-7$858,727$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201726$2,764,877$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Oliver L. North Profit Sharing Plan-6$1,991,455$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Oliver L. North Defined Benefit Plan-6$773,422$185,000$30,833iApproximate average salary by contribution assumption: employee only about $770,833 at 4% or $513,889 at 6%; with 50% employer match about $513,889 at 4% or $342,593 at 6%; with 100% employer match about $385,417 at 4% or $256,944 at 6%.
201625$2,411,250$100,000$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%.
Oliver L. North Profit Sharing Plan-5$1,797,185$42,018$8,404iApproximate average salary by contribution assumption: employee only about $210,090 at 4% or $140,060 at 6%; with 50% employer match about $140,060 at 4% or $93,373 at 6%; with 100% employer match about $105,045 at 4% or $70,030 at 6%.
Oliver L. North Defined Benefit Plan-5$614,065$57,982$11,596iApproximate average salary by contribution assumption: employee only about $289,910 at 4% or $193,273 at 6%; with 50% employer match about $193,273 at 4% or $128,849 at 6%; with 100% employer match about $144,955 at 4% or $96,637 at 6%.
201525$2,319,234$195,345$39,069iApproximate average salary by contribution assumption: employee only about $976,725 at 4% or $651,150 at 6%; with 50% employer match about $651,150 at 4% or $434,100 at 6%; with 100% employer match about $488,363 at 4% or $325,575 at 6%.
Oliver L. North Profit Sharing Plan-4$1,729,326$35,345$8,836iApproximate average salary by contribution assumption: employee only about $220,906 at 4% or $147,271 at 6%; with 50% employer match about $147,271 at 4% or $98,181 at 6%; with 100% employer match about $110,453 at 4% or $73,635 at 6%.
Oliver L. North Defined Benefit Plan-5$589,908$160,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201424$2,248,168$1,913,729$478,432iApproximate average salary by contribution assumption: employee only about $11,960,806 at 4% or $7,973,871 at 6%; with 50% employer match about $7,973,871 at 4% or $5,315,914 at 6%; with 100% employer match about $5,980,403 at 4% or $3,986,935 at 6%.
Oliver L. North Profit Sharing Plan-4$1,785,116$1,735,555$433,889iApproximate average salary by contribution assumption: employee only about $10,847,219 at 4% or $7,231,479 at 6%; with 50% employer match about $7,231,479 at 4% or $4,820,986 at 6%; with 100% employer match about $5,423,609 at 4% or $3,615,740 at 6%.
Oliver L. North Defined Benefit Plan-3$463,052$178,174$59,391iApproximate average salary by contribution assumption: employee only about $1,484,783 at 4% or $989,856 at 6%; with 50% employer match about $989,856 at 4% or $659,904 at 6%; with 100% employer match about $742,392 at 4% or $494,928 at 6%.
201314$2,155,223$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Oliver L. North Defined Benefit Plan-4$2,155,223$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201215$1,922,998$100,000$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%.
Oliver L. North Defined Benefit Plan-5$1,922,998$100,000$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%.
201115$1,673,317$100,000$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%.
Oliver L. North Defined Benefit Plan-5$1,673,317$100,000$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%.
201013$1,598,882$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Oliver L. North Defined Benefit Plan-3$1,598,882$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
200913$1,356,102$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Oliver L. North Defined Benefit Plan-3$1,356,102$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200833$1,093,805$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Oliver L. North Defined Benefit Plan-3$1,093,805$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Oliver L. North Profit Sharing Plan-0---
Oliver L. North Money Purchase Plan-0---
200733$0$0-
Oliver L. North Profit Sharing Plan-1---
Oliver L. North Defined Benefit Plan-3---
Oliver L. North Money Purchase Plan-1---
200633$888,471$213,634$71,211iApproximate average salary by contribution assumption: employee only about $1,780,283 at 4% or $1,186,856 at 6%; with 50% employer match about $1,186,856 at 4% or $791,237 at 6%; with 100% employer match about $890,142 at 4% or $593,428 at 6%.
Oliver L. North Defined Benefit Plan-3$883,610$213,634$71,211iApproximate average salary by contribution assumption: employee only about $1,780,283 at 4% or $1,186,856 at 6%; with 50% employer match about $1,186,856 at 4% or $791,237 at 6%; with 100% employer match about $890,142 at 4% or $593,428 at 6%.
Oliver L. North Profit Sharing Plan-1$4,132--
Oliver L. North Money Purchase Plan-1$729--
200533$611,638$200,213$66,738iApproximate average salary by contribution assumption: employee only about $1,668,442 at 4% or $1,112,294 at 6%; with 50% employer match about $1,112,294 at 4% or $741,530 at 6%; with 100% employer match about $834,221 at 4% or $556,147 at 6%.
Oliver L. North Defined Benefit Plan-3$607,221$200,213$66,738iApproximate average salary by contribution assumption: employee only about $1,668,442 at 4% or $1,112,294 at 6%; with 50% employer match about $1,112,294 at 4% or $741,530 at 6%; with 100% employer match about $834,221 at 4% or $556,147 at 6%.
Oliver L. North Profit Sharing Plan-1$3,755--
Oliver L. North Money Purchase Plan-1$662--
200433$397,280$195,566$65,189iApproximate average salary by contribution assumption: employee only about $1,629,717 at 4% or $1,086,478 at 6%; with 50% employer match about $1,086,478 at 4% or $724,319 at 6%; with 100% employer match about $814,858 at 4% or $543,239 at 6%.
Oliver L. North Defined Benefit Plan-3$391,042$195,566$65,189iApproximate average salary by contribution assumption: employee only about $1,629,717 at 4% or $1,086,478 at 6%; with 50% employer match about $1,086,478 at 4% or $724,319 at 6%; with 100% employer match about $814,858 at 4% or $543,239 at 6%.
Oliver L. North Profit Sharing Plan-2$5,549--
Oliver L. North Money Purchase Plan-2$689--
200333$564,338$191,000$63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%.
Oliver L. North Profit Sharing Plan-2$257,990--
Oliver L. North Defined Benefit Plan-3$191,000$191,000$63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%.
Oliver L. North Money Purchase Plan-2$115,348--
200222$0$0-
Oliver L. North Money Purchase Plan-2---
Oliver L. North Profit Sharing Plan-2---
200121$0$0-
Oliver L. North Money Purchase Plan-1---
Oliver L. North Profit Sharing Plan-1---
200022$0$0-
Oliver L. North Profit Sharing Plan-2---
Oliver L. North Money Purchase Plan-2---