Civic Intelligence

Samuel J. Oliver, DMD, Pa

Plan context: SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST

EIN 63-0735854 • Cullman, AL • 24 filings • 5 plans

407 4th Avenue, N.e.Cullman, AL 35055
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$942,545

2021 Contributions

$1,757

Historical Graphs

Total Assets Over Time

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

$1,396,803$698,402$0199920122020YearValue
$942,545Latest year 2020

Participants Over Time

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

1050199920102020YearValue
6Latest year 2020

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
202110$0$0-
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-0$0--
202016$942,545$1,757$293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,660 at 4% or $2,440 at 6%.
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-6$942,545$1,757$293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,660 at 4% or $2,440 at 6%.
201915$922,385$0-
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-5$922,385--
201817$1,002,078$17,325$2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,938 at 4% or $20,625 at 6%.
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-7$1,002,078$17,325$2,475iApproximate average salary by contribution assumption: employee only about $61,875 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,938 at 4% or $20,625 at 6%.
201718$1,071,423$32,012$4,002iApproximate average salary by contribution assumption: employee only about $100,038 at 4% or $66,692 at 6%; with 50% employer match about $66,692 at 4% or $44,461 at 6%; with 100% employer match about $50,019 at 4% or $33,346 at 6%.
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-8$1,071,423$32,012$4,002iApproximate average salary by contribution assumption: employee only about $100,038 at 4% or $66,692 at 6%; with 50% employer match about $66,692 at 4% or $44,461 at 6%; with 100% employer match about $50,019 at 4% or $33,346 at 6%.
201618$1,108,778$32,039$4,005iApproximate average salary by contribution assumption: employee only about $100,122 at 4% or $66,748 at 6%; with 50% employer match about $66,748 at 4% or $44,499 at 6%; with 100% employer match about $50,061 at 4% or $33,374 at 6%.
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-8$1,108,778$32,039$4,005iApproximate average salary by contribution assumption: employee only about $100,122 at 4% or $66,748 at 6%; with 50% employer match about $66,748 at 4% or $44,499 at 6%; with 100% employer match about $50,061 at 4% or $33,374 at 6%.
2015110$1,152,812$32,390$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.
SAMUEL J. OLIVER, D.M.D., P.A. RETIREMENT PLAN & TRUST-10$1,152,812$32,390$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.
201417$1,197,125$31,491$4,499iApproximate average salary by contribution assumption: employee only about $112,468 at 4% or $74,979 at 6%; with 50% employer match about $74,979 at 4% or $49,986 at 6%; with 100% employer match about $56,234 at 4% or $37,489 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-7$1,197,125$31,491$4,499iApproximate average salary by contribution assumption: employee only about $112,468 at 4% or $74,979 at 6%; with 50% employer match about $74,979 at 4% or $49,986 at 6%; with 100% employer match about $56,234 at 4% or $37,489 at 6%.
201317$1,234,437$32,010$4,573iApproximate average salary by contribution assumption: employee only about $114,321 at 4% or $76,214 at 6%; with 50% employer match about $76,214 at 4% or $50,810 at 6%; with 100% employer match about $57,161 at 4% or $38,107 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-7$1,234,437$32,010$4,573iApproximate average salary by contribution assumption: employee only about $114,321 at 4% or $76,214 at 6%; with 50% employer match about $76,214 at 4% or $50,810 at 6%; with 100% employer match about $57,161 at 4% or $38,107 at 6%.
201216$1,273,444$15,592$2,599iApproximate average salary by contribution assumption: employee only about $64,967 at 4% or $43,311 at 6%; with 50% employer match about $43,311 at 4% or $28,874 at 6%; with 100% employer match about $32,483 at 4% or $21,656 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-6$1,273,444$15,592$2,599iApproximate average salary by contribution assumption: employee only about $64,967 at 4% or $43,311 at 6%; with 50% employer match about $43,311 at 4% or $28,874 at 6%; with 100% employer match about $32,483 at 4% or $21,656 at 6%.
201118$1,347,200$22,037$2,755iApproximate average salary by contribution assumption: employee only about $68,866 at 4% or $45,910 at 6%; with 50% employer match about $45,910 at 4% or $30,607 at 6%; with 100% employer match about $34,433 at 4% or $22,955 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-8$1,347,200$22,037$2,755iApproximate average salary by contribution assumption: employee only about $68,866 at 4% or $45,910 at 6%; with 50% employer match about $45,910 at 4% or $30,607 at 6%; with 100% employer match about $34,433 at 4% or $22,955 at 6%.
201019$1,396,803$62,085$6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-9$1,396,803$62,085$6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%.
200919$1,385,203$62,188$6,910iApproximate average salary by contribution assumption: employee only about $172,744 at 4% or $115,163 at 6%; with 50% employer match about $115,163 at 4% or $76,775 at 6%; with 100% employer match about $86,372 at 4% or $57,581 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-9$1,385,203$62,188$6,910iApproximate average salary by contribution assumption: employee only about $172,744 at 4% or $115,163 at 6%; with 50% employer match about $115,163 at 4% or $76,775 at 6%; with 100% employer match about $86,372 at 4% or $57,581 at 6%.
200817$1,287,231$56,505$8,072iApproximate average salary by contribution assumption: employee only about $201,804 at 4% or $134,536 at 6%; with 50% employer match about $134,536 at 4% or $89,690 at 6%; with 100% employer match about $100,902 at 4% or $67,268 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-7$1,287,231$56,505$8,072iApproximate average salary by contribution assumption: employee only about $201,804 at 4% or $134,536 at 6%; with 50% employer match about $134,536 at 4% or $89,690 at 6%; with 100% employer match about $100,902 at 4% or $67,268 at 6%.
200716$0$0-
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-6---
200618$1,196,153$55,435$6,929iApproximate average salary by contribution assumption: employee only about $173,234 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,617 at 4% or $57,745 at 6%.
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN AND TRUST-8$1,196,153$55,435$6,929iApproximate average salary by contribution assumption: employee only about $173,234 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,617 at 4% or $57,745 at 6%.
200510$0$0-
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-0---
200428$1,187,616$49,428$6,179iApproximate average salary by contribution assumption: employee only about $154,463 at 4% or $102,975 at 6%; with 50% employer match about $102,975 at 4% or $68,650 at 6%; with 100% employer match about $77,231 at 4% or $51,488 at 6%.
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-8$1,138,013--
SAMUEL J. OLIVER, DMD, PA RETIREMENT PLAN & TRUST-8$49,603$49,428$6,179iApproximate average salary by contribution assumption: employee only about $154,463 at 4% or $102,975 at 6%; with 50% employer match about $102,975 at 4% or $68,650 at 6%; with 100% employer match about $77,231 at 4% or $51,488 at 6%.
200318$1,118,484$17,016$2,127iApproximate average salary by contribution assumption: employee only about $53,175 at 4% or $35,450 at 6%; with 50% employer match about $35,450 at 4% or $23,633 at 6%; with 100% employer match about $26,588 at 4% or $17,725 at 6%.
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-8$1,118,484$17,016$2,127iApproximate average salary by contribution assumption: employee only about $53,175 at 4% or $35,450 at 6%; with 50% employer match about $35,450 at 4% or $23,633 at 6%; with 100% employer match about $26,588 at 4% or $17,725 at 6%.
200217$0$0-
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-7---
200118$0$0-
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-8---
200016$0$0-
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-6---
199915$810,978$77,246$15,449iApproximate average salary by contribution assumption: employee only about $386,230 at 4% or $257,487 at 6%; with 50% employer match about $257,487 at 4% or $171,658 at 6%; with 100% employer match about $193,115 at 4% or $128,743 at 6%.
Samuel J. Oliver, DMD, Pa Defined Benefit Pension Plan & Trust-5$810,978$77,246$15,449iApproximate average salary by contribution assumption: employee only about $386,230 at 4% or $257,487 at 6%; with 50% employer match about $257,487 at 4% or $171,658 at 6%; with 100% employer match about $193,115 at 4% or $128,743 at 6%.