Civic Intelligence

The Oleary Group Inc

Plan context: The Oleary Group Inc 401K Profit Sharing Plan & Trust

EIN 56-2035700 • Charlotte, NC • 26 filings • 10 plans

PO Box 32847Charlotte, NC 28232
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$1,992,708

2024 Contributions

$120,260

Historical Graphs

Total Assets Over Time

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

$1,992,708$996,354$0199920122023YearValue
$1,992,708Latest year 2023

Participants Over Time

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

34170199920122023YearValue
32Latest year 2023

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
202410$0$120,260-
The Oleary Group Inc 401K Profit Sharing Plan & Trust-0$0$120,260-
2023132$1,992,708$157,868$4,933iApproximate average salary by contribution assumption: employee only about $123,334 at 4% or $82,223 at 6%; with 50% employer match about $82,223 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-32$1,992,708$157,868$4,933iApproximate average salary by contribution assumption: employee only about $123,334 at 4% or $82,223 at 6%; with 50% employer match about $82,223 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%.
2022129$1,543,129$189,425$6,532iApproximate average salary by contribution assumption: employee only about $163,297 at 4% or $108,865 at 6%; with 50% employer match about $108,865 at 4% or $72,577 at 6%; with 100% employer match about $81,649 at 4% or $54,432 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-29$1,543,129$189,425$6,532iApproximate average salary by contribution assumption: employee only about $163,297 at 4% or $108,865 at 6%; with 50% employer match about $108,865 at 4% or $72,577 at 6%; with 100% employer match about $81,649 at 4% or $54,432 at 6%.
2021126$1,660,988$176,170$6,776iApproximate average salary by contribution assumption: employee only about $169,394 at 4% or $112,929 at 6%; with 50% employer match about $112,929 at 4% or $75,286 at 6%; with 100% employer match about $84,697 at 4% or $56,465 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-26$1,660,988$176,170$6,776iApproximate average salary by contribution assumption: employee only about $169,394 at 4% or $112,929 at 6%; with 50% employer match about $112,929 at 4% or $75,286 at 6%; with 100% employer match about $84,697 at 4% or $56,465 at 6%.
2020128$1,314,461$158,751$5,670iApproximate average salary by contribution assumption: employee only about $141,742 at 4% or $94,495 at 6%; with 50% employer match about $94,495 at 4% or $62,996 at 6%; with 100% employer match about $70,871 at 4% or $47,247 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-28$1,314,461$158,751$5,670iApproximate average salary by contribution assumption: employee only about $141,742 at 4% or $94,495 at 6%; with 50% employer match about $94,495 at 4% or $62,996 at 6%; with 100% employer match about $70,871 at 4% or $47,247 at 6%.
2019134$1,756,326$191,007$5,618iApproximate average salary by contribution assumption: employee only about $140,446 at 4% or $93,631 at 6%; with 50% employer match about $93,631 at 4% or $62,421 at 6%; with 100% employer match about $70,223 at 4% or $46,815 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-34$1,756,326$191,007$5,618iApproximate average salary by contribution assumption: employee only about $140,446 at 4% or $93,631 at 6%; with 50% employer match about $93,631 at 4% or $62,421 at 6%; with 100% employer match about $70,223 at 4% or $46,815 at 6%.
2018117$1,336,985$130,474$7,675iApproximate average salary by contribution assumption: employee only about $191,874 at 4% or $127,916 at 6%; with 50% employer match about $127,916 at 4% or $85,277 at 6%; with 100% employer match about $95,937 at 4% or $63,958 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-17$1,336,985$130,474$7,675iApproximate average salary by contribution assumption: employee only about $191,874 at 4% or $127,916 at 6%; with 50% employer match about $127,916 at 4% or $85,277 at 6%; with 100% employer match about $95,937 at 4% or $63,958 at 6%.
2017111$1,293,423$125,126$11,375iApproximate average salary by contribution assumption: employee only about $284,377 at 4% or $189,585 at 6%; with 50% employer match about $189,585 at 4% or $126,390 at 6%; with 100% employer match about $142,189 at 4% or $94,792 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-11$1,293,423$125,126$11,375iApproximate average salary by contribution assumption: employee only about $284,377 at 4% or $189,585 at 6%; with 50% employer match about $189,585 at 4% or $126,390 at 6%; with 100% employer match about $142,189 at 4% or $94,792 at 6%.
2016113$1,028,679$152,803$11,754iApproximate average salary by contribution assumption: employee only about $293,852 at 4% or $195,901 at 6%; with 50% employer match about $195,901 at 4% or $130,601 at 6%; with 100% employer match about $146,926 at 4% or $97,951 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-13$1,028,679$152,803$11,754iApproximate average salary by contribution assumption: employee only about $293,852 at 4% or $195,901 at 6%; with 50% employer match about $195,901 at 4% or $130,601 at 6%; with 100% employer match about $146,926 at 4% or $97,951 at 6%.
2015214$1,622,918$327,530$23,395iApproximate average salary by contribution assumption: employee only about $584,875 at 4% or $389,917 at 6%; with 50% employer match about $389,917 at 4% or $259,944 at 6%; with 100% employer match about $292,438 at 4% or $194,958 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-14$811,459$163,765$11,698iApproximate average salary by contribution assumption: employee only about $292,438 at 4% or $194,958 at 6%; with 50% employer match about $194,958 at 4% or $129,972 at 6%; with 100% employer match about $146,219 at 4% or $97,479 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-14$811,459$163,765$11,698iApproximate average salary by contribution assumption: employee only about $292,438 at 4% or $194,958 at 6%; with 50% employer match about $194,958 at 4% or $129,972 at 6%; with 100% employer match about $146,219 at 4% or $97,479 at 6%.
2014112$676,582$131,493$10,958iApproximate average salary by contribution assumption: employee only about $273,944 at 4% or $182,629 at 6%; with 50% employer match about $182,629 at 4% or $121,753 at 6%; with 100% employer match about $136,972 at 4% or $91,315 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-12$676,582$131,493$10,958iApproximate average salary by contribution assumption: employee only about $273,944 at 4% or $182,629 at 6%; with 50% employer match about $182,629 at 4% or $121,753 at 6%; with 100% employer match about $136,972 at 4% or $91,315 at 6%.
2013110$524,264$86,793$8,679iApproximate average salary by contribution assumption: employee only about $216,982 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,328 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-10$524,264$86,793$8,679iApproximate average salary by contribution assumption: employee only about $216,982 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,328 at 6%.
201218$574,734$45,984$5,748iApproximate average salary by contribution assumption: employee only about $143,700 at 4% or $95,800 at 6%; with 50% employer match about $95,800 at 4% or $63,867 at 6%; with 100% employer match about $71,850 at 4% or $47,900 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-8$574,734$45,984$5,748iApproximate average salary by contribution assumption: employee only about $143,700 at 4% or $95,800 at 6%; with 50% employer match about $95,800 at 4% or $63,867 at 6%; with 100% employer match about $71,850 at 4% or $47,900 at 6%.
201115$482,786$39,666$7,933iApproximate average salary by contribution assumption: employee only about $198,330 at 4% or $132,220 at 6%; with 50% employer match about $132,220 at 4% or $88,147 at 6%; with 100% employer match about $99,165 at 4% or $66,110 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-5$482,786$39,666$7,933iApproximate average salary by contribution assumption: employee only about $198,330 at 4% or $132,220 at 6%; with 50% employer match about $132,220 at 4% or $88,147 at 6%; with 100% employer match about $99,165 at 4% or $66,110 at 6%.
201015$471,315$50,571$10,114iApproximate average salary by contribution assumption: employee only about $252,855 at 4% or $168,570 at 6%; with 50% employer match about $168,570 at 4% or $112,380 at 6%; with 100% employer match about $126,428 at 4% or $84,285 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-5$471,315$50,571$10,114iApproximate average salary by contribution assumption: employee only about $252,855 at 4% or $168,570 at 6%; with 50% employer match about $168,570 at 4% or $112,380 at 6%; with 100% employer match about $126,428 at 4% or $84,285 at 6%.
200915$367,881$47,370$9,474iApproximate average salary by contribution assumption: employee only about $236,850 at 4% or $157,900 at 6%; with 50% employer match about $157,900 at 4% or $105,267 at 6%; with 100% employer match about $118,425 at 4% or $78,950 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-5$367,881$47,370$9,474iApproximate average salary by contribution assumption: employee only about $236,850 at 4% or $157,900 at 6%; with 50% employer match about $157,900 at 4% or $105,267 at 6%; with 100% employer match about $118,425 at 4% or $78,950 at 6%.
200817$284,850$43,177$6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,802 at 6%; with 50% employer match about $102,802 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-7$284,850$43,177$6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,802 at 6%; with 50% employer match about $102,802 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%.
200717$0$0-
The Oleary Group Inc 401K Profit Sharing Plan & Trust-7---
200617$420,666$47,610$6,801iApproximate average salary by contribution assumption: employee only about $170,036 at 4% or $113,357 at 6%; with 50% employer match about $113,357 at 4% or $75,571 at 6%; with 100% employer match about $85,018 at 4% or $56,679 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-7$420,666$47,610$6,801iApproximate average salary by contribution assumption: employee only about $170,036 at 4% or $113,357 at 6%; with 50% employer match about $113,357 at 4% or $75,571 at 6%; with 100% employer match about $85,018 at 4% or $56,679 at 6%.
200518$331,366$50,732$6,342iApproximate average salary by contribution assumption: employee only about $158,538 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,461 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-8$331,366$50,732$6,342iApproximate average salary by contribution assumption: employee only about $158,538 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,461 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
200416$250,963$48,293$8,049iApproximate average salary by contribution assumption: employee only about $201,221 at 4% or $134,147 at 6%; with 50% employer match about $134,147 at 4% or $89,431 at 6%; with 100% employer match about $100,610 at 4% or $67,074 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-6$250,963$48,293$8,049iApproximate average salary by contribution assumption: employee only about $201,221 at 4% or $134,147 at 6%; with 50% employer match about $134,147 at 4% or $89,431 at 6%; with 100% employer match about $100,610 at 4% or $67,074 at 6%.
200318$179,054$51,779$6,472iApproximate average salary by contribution assumption: employee only about $161,809 at 4% or $107,873 at 6%; with 50% employer match about $107,873 at 4% or $71,915 at 6%; with 100% employer match about $80,905 at 4% or $53,936 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-8$179,054$51,779$6,472iApproximate average salary by contribution assumption: employee only about $161,809 at 4% or $107,873 at 6%; with 50% employer match about $107,873 at 4% or $71,915 at 6%; with 100% employer match about $80,905 at 4% or $53,936 at 6%.
2002111$133,079$54,333$4,939iApproximate average salary by contribution assumption: employee only about $123,484 at 4% or $82,323 at 6%; with 50% employer match about $82,323 at 4% or $54,882 at 6%; with 100% employer match about $61,742 at 4% or $41,161 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-11$133,079$54,333$4,939iApproximate average salary by contribution assumption: employee only about $123,484 at 4% or $82,323 at 6%; with 50% employer match about $82,323 at 4% or $54,882 at 6%; with 100% employer match about $61,742 at 4% or $41,161 at 6%.
200019$47,819$51,815$5,757iApproximate average salary by contribution assumption: employee only about $143,931 at 4% or $95,954 at 6%; with 50% employer match about $95,954 at 4% or $63,969 at 6%; with 100% employer match about $71,965 at 4% or $47,977 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-9$47,819$51,815$5,757iApproximate average salary by contribution assumption: employee only about $143,931 at 4% or $95,954 at 6%; with 50% employer match about $95,954 at 4% or $63,969 at 6%; with 100% employer match about $71,965 at 4% or $47,977 at 6%.
199917$27,059$25,593$3,656iApproximate average salary by contribution assumption: employee only about $91,404 at 4% or $60,936 at 6%; with 50% employer match about $60,936 at 4% or $40,624 at 6%; with 100% employer match about $45,702 at 4% or $30,468 at 6%.
The Oleary Group Inc 401K Profit Sharing Plan & Trust-7$27,059$25,593$3,656iApproximate average salary by contribution assumption: employee only about $91,404 at 4% or $60,936 at 6%; with 50% employer match about $60,936 at 4% or $40,624 at 6%; with 100% employer match about $45,702 at 4% or $30,468 at 6%.