Civic Intelligence

Kay W. Oleary Dds Pa

Plan context: KAY W. O'LEARY, DDS PA PROFIT SHARING PLAN

EIN 65-0243825 • Port Charlotte, FL • 12 filings • 6 plans

2286 Tamiami TrailPort Charlotte, FL 33952
Current Snapshot

Latest Year

2012

2012 Participants

19

2012 Assets

$347,553

2012 Contributions

$61,555

Historical Graphs

Total Assets Over Time

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

$506,435$253,218$0199920092011YearValue
$347,553Latest year 2011

Participants Over Time

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

19100199920082011YearValue
19Latest year 2011

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
201210$0$0-
KAY W. O'LEARY, DDS PA PROFIT SHARING PLAN-0$0$0-
2011119$347,553$61,555$3,240iApproximate average salary by contribution assumption: employee only about $80,993 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
KAY W. O'LEARY, DDS PA PROFIT SHARING PLAN-19$347,553$61,555$3,240iApproximate average salary by contribution assumption: employee only about $80,993 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
2010113$330,421$59,493$4,576iApproximate average salary by contribution assumption: employee only about $114,410 at 4% or $76,273 at 6%; with 50% employer match about $76,273 at 4% or $50,849 at 6%; with 100% employer match about $57,205 at 4% or $38,137 at 6%.
Kay W. Oleary Dds Pa Pension Plan-13$330,421$59,493$4,576iApproximate average salary by contribution assumption: employee only about $114,410 at 4% or $76,273 at 6%; with 50% employer match about $76,273 at 4% or $50,849 at 6%; with 100% employer match about $57,205 at 4% or $38,137 at 6%.
2009114$270,112$83,759$5,983iApproximate average salary by contribution assumption: employee only about $149,570 at 4% or $99,713 at 6%; with 50% employer match about $99,713 at 4% or $66,475 at 6%; with 100% employer match about $74,785 at 4% or $49,857 at 6%.
KAY W. OLEARY, DDS, PA 401(K) PROFIT SHARING PLAN-14$270,112$83,759$5,983iApproximate average salary by contribution assumption: employee only about $149,570 at 4% or $99,713 at 6%; with 50% employer match about $99,713 at 4% or $66,475 at 6%; with 100% employer match about $74,785 at 4% or $49,857 at 6%.
2008114$506,435$89,669$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,062 at 4% or $53,374 at 6%.
KAY W. OLEARY, DDS, PA 401K PROFIT SHARING PLAN-14$506,435$89,669$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,062 at 4% or $53,374 at 6%.
200228$264,990$42,784$5,348iApproximate average salary by contribution assumption: employee only about $133,700 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%.
Kay W. Oleary Dds Pa Profit Sharing Plan-8$264,990$42,784$5,348iApproximate average salary by contribution assumption: employee only about $133,700 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,567 at 6%.
Kay W. Oleary Dds Pa Pension Plan-0---
200127$0$0-
Kay W. Oleary Dds Pa Pension Plan-7---
Kay W. Oleary Dds Pa Profit Sharing Plan-6---
200014$0$0-
Kay W. Oleary Dds Pa Pension Plan-4---
199927$378,286$43,381$6,197iApproximate average salary by contribution assumption: employee only about $154,932 at 4% or $103,288 at 6%; with 50% employer match about $103,288 at 4% or $68,859 at 6%; with 100% employer match about $77,466 at 4% or $51,644 at 6%.
Kay W. Oleary Dds Pa Profit Sharing Plan-7$322,412$34,067$4,867iApproximate average salary by contribution assumption: employee only about $121,668 at 4% or $81,112 at 6%; with 50% employer match about $81,112 at 4% or $54,075 at 6%; with 100% employer match about $60,834 at 4% or $40,556 at 6%.
Kay W. Oleary Dds Pa Pension Plan-5$55,874$9,314$1,863iApproximate average salary by contribution assumption: employee only about $46,570 at 4% or $31,047 at 6%; with 50% employer match about $31,047 at 4% or $20,698 at 6%; with 100% employer match about $23,285 at 4% or $15,523 at 6%.