Oliver Financial Group Inc.
Plan context: Oliver Financial Group Inc. Retirement Plan Series 96-1258
EIN 66-0519651 • San Juan, PR • 19 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$657,413
2018 Contributions
$69,339
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 0 | - | - | - |
| 2017 | 1 | 7 | $657,413 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 7 | $657,413 | - | - |
| 2016 | 1 | 7 | $612,056 | $69,339 | $9,906iApproximate average salary by contribution assumption: employee only about $247,639 at 4% or $165,093 at 6%; with 50% employer match about $165,093 at 4% or $110,062 at 6%; with 100% employer match about $123,820 at 4% or $82,546 at 6%. |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 7 | $612,056 | $69,339 | $9,906iApproximate average salary by contribution assumption: employee only about $247,639 at 4% or $165,093 at 6%; with 50% employer match about $165,093 at 4% or $110,062 at 6%; with 100% employer match about $123,820 at 4% or $82,546 at 6%. |
| 2015 | 1 | 6 | $673,696 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $673,696 | - | - |
| 2014 | 1 | 6 | $525,636 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $525,636 | - | - |
| 2013 | 1 | 6 | $516,774 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $516,774 | - | - |
| 2012 | 1 | 6 | $410,048 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $410,048 | - | - |
| 2011 | 1 | 6 | $351,210 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $351,210 | - | - |
| 2010 | 1 | 6 | $368,938 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $368,938 | - | - |
| 2009 | 1 | 6 | $324,437 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $324,437 | - | - |
| 2008 | 1 | 7 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 7 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | - | - | - |
| 2006 | 1 | 6 | $434,183 | $20,207 | $3,368iApproximate average salary by contribution assumption: employee only about $84,196 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,420 at 6%; with 100% employer match about $42,098 at 4% or $28,065 at 6%. |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 6 | $434,183 | $20,207 | $3,368iApproximate average salary by contribution assumption: employee only about $84,196 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,420 at 6%; with 100% employer match about $42,098 at 4% or $28,065 at 6%. |
| 2005 | 1 | 5 | $335,157 | $19,511 | $3,902iApproximate average salary by contribution assumption: employee only about $97,555 at 4% or $65,037 at 6%; with 50% employer match about $65,037 at 4% or $43,358 at 6%; with 100% employer match about $48,778 at 4% or $32,518 at 6%. |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 5 | $335,157 | $19,511 | $3,902iApproximate average salary by contribution assumption: employee only about $97,555 at 4% or $65,037 at 6%; with 50% employer match about $65,037 at 4% or $43,358 at 6%; with 100% employer match about $48,778 at 4% or $32,518 at 6%. |
| 2004 | 1 | 5 | $312,235 | $17,085 | $3,417iApproximate average salary by contribution assumption: employee only about $85,425 at 4% or $56,950 at 6%; with 50% employer match about $56,950 at 4% or $37,967 at 6%; with 100% employer match about $42,713 at 4% or $28,475 at 6%. |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 5 | $312,235 | $17,085 | $3,417iApproximate average salary by contribution assumption: employee only about $85,425 at 4% or $56,950 at 6%; with 50% employer match about $56,950 at 4% or $37,967 at 6%; with 100% employer match about $42,713 at 4% or $28,475 at 6%. |
| 2003 | 1 | 4 | $245,427 | $32,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 4 | $245,427 | $32,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Oliver Financial Group Inc. Retirement Plan Series 96-1258 | - | 4 | - | - | - |