Civic Intelligence

Schoel Ogle Liles and Upshaw LLP

Plan context: Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan

EIN 63-0919018 • Birmingham, AL • 10 filings • 4 plans

505 North 20th StreetSuite 600Birmingham, AL 35203
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$88,781

2009 Contributions

$5,392

Historical Graphs

Total Assets Over Time

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

$776,867$388,434$0199920042009YearValue
$88,781Latest year 2009

Participants Over Time

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

1050199920032009YearValue
1Latest year 2009

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
200911$88,781$5,392$5,392iApproximate average salary by contribution assumption: employee only about $134,800 at 4% or $89,867 at 6%; with 50% employer match about $89,867 at 4% or $59,911 at 6%; with 100% employer match about $67,400 at 4% or $44,933 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-1$88,781$5,392$5,392iApproximate average salary by contribution assumption: employee only about $134,800 at 4% or $89,867 at 6%; with 50% employer match about $89,867 at 4% or $59,911 at 6%; with 100% employer match about $67,400 at 4% or $44,933 at 6%.
200810$0$0-
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-0---
200616$776,867$153,298$25,550iApproximate average salary by contribution assumption: employee only about $638,742 at 4% or $425,828 at 6%; with 50% employer match about $425,828 at 4% or $283,885 at 6%; with 100% employer match about $319,371 at 4% or $212,914 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-6$776,867$153,298$25,550iApproximate average salary by contribution assumption: employee only about $638,742 at 4% or $425,828 at 6%; with 50% employer match about $425,828 at 4% or $283,885 at 6%; with 100% employer match about $319,371 at 4% or $212,914 at 6%.
200516$583,634$15,914$2,652iApproximate average salary by contribution assumption: employee only about $66,308 at 4% or $44,206 at 6%; with 50% employer match about $44,206 at 4% or $29,470 at 6%; with 100% employer match about $33,154 at 4% or $22,103 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-6$583,634$15,914$2,652iApproximate average salary by contribution assumption: employee only about $66,308 at 4% or $44,206 at 6%; with 50% employer match about $44,206 at 4% or $29,470 at 6%; with 100% employer match about $33,154 at 4% or $22,103 at 6%.
200417$491,544$24,361$3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,002 at 6%; with 50% employer match about $58,002 at 4% or $38,668 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-7$491,544$24,361$3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,002 at 6%; with 50% employer match about $58,002 at 4% or $38,668 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%.
200317$431,070$44,921$6,417iApproximate average salary by contribution assumption: employee only about $160,432 at 4% or $106,955 at 6%; with 50% employer match about $106,955 at 4% or $71,303 at 6%; with 100% employer match about $80,216 at 4% or $53,477 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-7$431,070$44,921$6,417iApproximate average salary by contribution assumption: employee only about $160,432 at 4% or $106,955 at 6%; with 50% employer match about $106,955 at 4% or $71,303 at 6%; with 100% employer match about $80,216 at 4% or $53,477 at 6%.
200216$360,179$15,164$2,527iApproximate average salary by contribution assumption: employee only about $63,183 at 4% or $42,122 at 6%; with 50% employer match about $42,122 at 4% or $28,081 at 6%; with 100% employer match about $31,592 at 4% or $21,061 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-6$360,179$15,164$2,527iApproximate average salary by contribution assumption: employee only about $63,183 at 4% or $42,122 at 6%; with 50% employer match about $42,122 at 4% or $28,081 at 6%; with 100% employer match about $31,592 at 4% or $21,061 at 6%.
200115$0$0-
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-5---
200016$441,175$25,158$4,193iApproximate average salary by contribution assumption: employee only about $104,825 at 4% or $69,883 at 6%; with 50% employer match about $69,883 at 4% or $46,589 at 6%; with 100% employer match about $52,413 at 4% or $34,942 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-6$441,175$25,158$4,193iApproximate average salary by contribution assumption: employee only about $104,825 at 4% or $69,883 at 6%; with 50% employer match about $69,883 at 4% or $46,589 at 6%; with 100% employer match about $52,413 at 4% or $34,942 at 6%.
1999110$717,157$35,600$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
Schoel Ogle Liles and Upshaw LLP Profit Sharing Plan-10$717,157$35,600$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.