Civic Intelligence

Donna B. Olsen D.D.S. P.A.

Plan context: Olsen & Olsen General Dentistry Retirement Plan & Trust

EIN 56-2002574 • Mooresville, NC • 16 filings • 3 plans

367 Williamson Road, Suite 103Mooresville, NC 28117
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$897,768

2011 Contributions

$366

Historical Graphs

Total Assets Over Time

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

$1,700,412$850,206$0199920042010YearValue
$897,768Latest year 2010

Participants Over Time

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

1050199920052010YearValue
4Latest year 2010

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
201110$0$0-
Olsen & Olsen General Dentistry Retirement Plan & Trust-0$0$0-
201014$897,768$366$92iApproximate average salary by contribution assumption: employee only about $2,288 at 4% or $1,525 at 6%; with 50% employer match about $1,525 at 4% or $1,017 at 6%; with 100% employer match about $1,144 at 4% or $763 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-4$897,768$366$92iApproximate average salary by contribution assumption: employee only about $2,288 at 4% or $1,525 at 6%; with 50% employer match about $1,525 at 4% or $1,017 at 6%; with 100% employer match about $1,144 at 4% or $763 at 6%.
200914$773,842$3,447$862iApproximate average salary by contribution assumption: employee only about $21,544 at 4% or $14,363 at 6%; with 50% employer match about $14,363 at 4% or $9,575 at 6%; with 100% employer match about $10,772 at 4% or $7,181 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-4$773,842$3,447$862iApproximate average salary by contribution assumption: employee only about $21,544 at 4% or $14,363 at 6%; with 50% employer match about $14,363 at 4% or $9,575 at 6%; with 100% employer match about $10,772 at 4% or $7,181 at 6%.
200813$0$0-
Olsen & Olsen General Dentistry Retirement Plan & Trust-3---
200712$1,700,412$19,644$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-2$1,700,412$19,644$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
200612$1,693,520$99,566$49,783iApproximate average salary by contribution assumption: employee only about $1,244,575 at 4% or $829,717 at 6%; with 50% employer match about $829,717 at 4% or $553,144 at 6%; with 100% employer match about $622,288 at 4% or $414,858 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-2$1,693,520$99,566$49,783iApproximate average salary by contribution assumption: employee only about $1,244,575 at 4% or $829,717 at 6%; with 50% employer match about $829,717 at 4% or $553,144 at 6%; with 100% employer match about $622,288 at 4% or $414,858 at 6%.
200519$1,415,280$482,684$53,632iApproximate average salary by contribution assumption: employee only about $1,340,789 at 4% or $893,859 at 6%; with 50% employer match about $893,859 at 4% or $595,906 at 6%; with 100% employer match about $670,394 at 4% or $446,930 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-9$1,415,280$482,684$53,632iApproximate average salary by contribution assumption: employee only about $1,340,789 at 4% or $893,859 at 6%; with 50% employer match about $893,859 at 4% or $595,906 at 6%; with 100% employer match about $670,394 at 4% or $446,930 at 6%.
2004110$891,336$102,565$10,257iApproximate average salary by contribution assumption: employee only about $256,413 at 4% or $170,942 at 6%; with 50% employer match about $170,942 at 4% or $113,961 at 6%; with 100% employer match about $128,206 at 4% or $85,471 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-10$891,336$102,565$10,257iApproximate average salary by contribution assumption: employee only about $256,413 at 4% or $170,942 at 6%; with 50% employer match about $170,942 at 4% or $113,961 at 6%; with 100% employer match about $128,206 at 4% or $85,471 at 6%.
200319$665,321$236,065$26,229iApproximate average salary by contribution assumption: employee only about $655,736 at 4% or $437,157 at 6%; with 50% employer match about $437,157 at 4% or $291,438 at 6%; with 100% employer match about $327,868 at 4% or $218,579 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-9$665,321$236,065$26,229iApproximate average salary by contribution assumption: employee only about $655,736 at 4% or $437,157 at 6%; with 50% employer match about $437,157 at 4% or $291,438 at 6%; with 100% employer match about $327,868 at 4% or $218,579 at 6%.
200219$306,994$87,283$9,698iApproximate average salary by contribution assumption: employee only about $242,453 at 4% or $161,635 at 6%; with 50% employer match about $161,635 at 4% or $107,757 at 6%; with 100% employer match about $121,226 at 4% or $80,818 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-9$306,994$87,283$9,698iApproximate average salary by contribution assumption: employee only about $242,453 at 4% or $161,635 at 6%; with 50% employer match about $161,635 at 4% or $107,757 at 6%; with 100% employer match about $121,226 at 4% or $80,818 at 6%.
200126$241,946$54,780$9,130iApproximate average salary by contribution assumption: employee only about $228,250 at 4% or $152,167 at 6%; with 50% employer match about $152,167 at 4% or $101,444 at 6%; with 100% employer match about $114,125 at 4% or $76,083 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-6$241,946$54,780$9,130iApproximate average salary by contribution assumption: employee only about $228,250 at 4% or $152,167 at 6%; with 50% employer match about $152,167 at 4% or $101,444 at 6%; with 100% employer match about $114,125 at 4% or $76,083 at 6%.
Donna B. Olsen D.D.S., P.A. Profit Sharing Plan-0---
200025$191,996$50,602$10,120iApproximate average salary by contribution assumption: employee only about $253,010 at 4% or $168,673 at 6%; with 50% employer match about $168,673 at 4% or $112,449 at 6%; with 100% employer match about $126,505 at 4% or $84,337 at 6%.
Donna B. Olsen D.D.S., P.A. Profit Sharing Plan-5$112,939--
Olsen & Olsen General Dentistry Retirement Plan & Trust-4$79,057$50,602$12,651iApproximate average salary by contribution assumption: employee only about $316,263 at 4% or $210,842 at 6%; with 50% employer match about $210,842 at 4% or $140,561 at 6%; with 100% employer match about $158,131 at 4% or $105,421 at 6%.
199925$145,136$41,055$8,211iApproximate average salary by contribution assumption: employee only about $205,275 at 4% or $136,850 at 6%; with 50% employer match about $136,850 at 4% or $91,233 at 6%; with 100% employer match about $102,638 at 4% or $68,425 at 6%.
Donna B. Olsen D.D.S., P.A. Profit Sharing Plan-5$116,552$12,471$2,494iApproximate average salary by contribution assumption: employee only about $62,355 at 4% or $41,570 at 6%; with 50% employer match about $41,570 at 4% or $27,713 at 6%; with 100% employer match about $31,177 at 4% or $20,785 at 6%.
Olsen & Olsen General Dentistry Retirement Plan & Trust-5$28,584$28,584$5,717iApproximate average salary by contribution assumption: employee only about $142,920 at 4% or $95,280 at 6%; with 50% employer match about $95,280 at 4% or $63,520 at 6%; with 100% employer match about $71,460 at 4% or $47,640 at 6%.