Civic Intelligence

Samuel W. Oates, Jr.

Plan context: Samuel W. Oates, Jr. Profit Sharing Plan

EIN 58-1572154 • Columbus, GA • 9 filings • 4 plans

P O Box 20Columbus, GA 31902
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$121,511

2011 Contributions

$60,402

Historical Graphs

Total Assets Over Time

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

$436,331$218,166$0199920092010YearValue
$121,511Latest year 2010

Participants Over Time

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

530199920012010YearValue
5Latest 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-
Samuel W. Oates, Jr. Profit Sharing Plan-0$0--
201015$121,511$60,402$12,080iApproximate average salary by contribution assumption: employee only about $302,010 at 4% or $201,340 at 6%; with 50% employer match about $201,340 at 4% or $134,227 at 6%; with 100% employer match about $151,005 at 4% or $100,670 at 6%.
Samuel W. Oates, Jr. Profit Sharing Plan-5$121,511$60,402$12,080iApproximate average salary by contribution assumption: employee only about $302,010 at 4% or $201,340 at 6%; with 50% employer match about $201,340 at 4% or $134,227 at 6%; with 100% employer match about $151,005 at 4% or $100,670 at 6%.
200914$55,573$55,570$13,893iApproximate average salary by contribution assumption: employee only about $347,313 at 4% or $231,542 at 6%; with 50% employer match about $231,542 at 4% or $154,361 at 6%; with 100% employer match about $173,656 at 4% or $115,771 at 6%.
Samuel W. Oates, Jr. Profit Sharing Plan-4$55,573$55,570$13,893iApproximate average salary by contribution assumption: employee only about $347,313 at 4% or $231,542 at 6%; with 50% employer match about $231,542 at 4% or $154,361 at 6%; with 100% employer match about $173,656 at 4% or $115,771 at 6%.
200114$0$0-
SAMUEL W. OATES, JR. ATTORNEY AT LAW DEFINED BENEFIT PLAN-4---
200034$404,739$532,157$133,039iApproximate average salary by contribution assumption: employee only about $3,325,981 at 4% or $2,217,321 at 6%; with 50% employer match about $2,217,321 at 4% or $1,478,214 at 6%; with 100% employer match about $1,662,991 at 4% or $1,108,660 at 6%.
SAMUEL W. OATES, JR. ATTORNEY AT LAW DEFINED BENEFIT PLAN-4$404,739$532,157$133,039iApproximate average salary by contribution assumption: employee only about $3,325,981 at 4% or $2,217,321 at 6%; with 50% employer match about $2,217,321 at 4% or $1,478,214 at 6%; with 100% employer match about $1,662,991 at 4% or $1,108,660 at 6%.
Samuel W. Oates, Jr. Money Purchase Pension Plan-0---
Samuel W. Oates, Jr. Profit Sharing Plan-0---
199924$436,331$47,480$11,870iApproximate average salary by contribution assumption: employee only about $296,750 at 4% or $197,833 at 6%; with 50% employer match about $197,833 at 4% or $131,889 at 6%; with 100% employer match about $148,375 at 4% or $98,917 at 6%.
Samuel W. Oates, Jr. Profit Sharing Plan-4$381,226$33,785$8,446iApproximate average salary by contribution assumption: employee only about $211,156 at 4% or $140,771 at 6%; with 50% employer match about $140,771 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%.
Samuel W. Oates, Jr. Money Purchase Pension Plan-4$55,105$13,695$3,424iApproximate average salary by contribution assumption: employee only about $85,594 at 4% or $57,063 at 6%; with 50% employer match about $57,063 at 4% or $38,042 at 6%; with 100% employer match about $42,797 at 4% or $28,531 at 6%.