Civic Intelligence

Jim Oliver Associates PC

Plan context: Jim Oliver Associates PC 401(K) Profit Sharing Plan

EIN 74-2369057 • San Antonio, TX • 28 filings • 8 plans

13518 Vista BonitaSan Antonio, TX 78216
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$2,222,072

2023 Contributions

$568,306

Historical Graphs

Total Assets Over Time

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

$2,611,821$1,305,911$0200220122022YearValue
$2,222,072Latest year 2022

Participants Over Time

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

1260200220122022YearValue
1Latest year 2022

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
202310$0$0-
Jim Oliver Associates PC 401(K) Profit Sharing Plan-0$0$0-
202211$2,222,072$0-
Jim Oliver Associates PC 401(K) Profit Sharing Plan-1$2,222,072$0-
202111$2,611,821$568,306$568,306iApproximate average salary by contribution assumption: employee only about $14,207,650 at 4% or $9,471,767 at 6%; with 50% employer match about $9,471,767 at 4% or $6,314,511 at 6%; with 100% employer match about $7,103,825 at 4% or $4,735,883 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-1$2,611,821$568,306$568,306iApproximate average salary by contribution assumption: employee only about $14,207,650 at 4% or $9,471,767 at 6%; with 50% employer match about $9,471,767 at 4% or $6,314,511 at 6%; with 100% employer match about $7,103,825 at 4% or $4,735,883 at 6%.
202021$1,874,371$0-
Jim Oliver Associates PC 401(K) Profit Sharing Plan-1$1,874,371$0-
JIM OLIVER P.C. CASH BALANCE PLAN-0$0$0-
201922$2,235,582$62,560$31,280iApproximate average salary by contribution assumption: employee only about $782,000 at 4% or $521,333 at 6%; with 50% employer match about $521,333 at 4% or $347,556 at 6%; with 100% employer match about $391,000 at 4% or $260,667 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-2$1,672,207$30,280$15,140iApproximate average salary by contribution assumption: employee only about $378,500 at 4% or $252,333 at 6%; with 50% employer match about $252,333 at 4% or $168,222 at 6%; with 100% employer match about $189,250 at 4% or $126,167 at 6%.
JIM OLIVER P.C. CASH BALANCE PLAN-1$563,375$32,280$32,280iApproximate average salary by contribution assumption: employee only about $807,000 at 4% or $538,000 at 6%; with 50% employer match about $538,000 at 4% or $358,667 at 6%; with 100% employer match about $403,500 at 4% or $269,000 at 6%.
201825$2,357,582$167,722$33,544iApproximate average salary by contribution assumption: employee only about $838,610 at 4% or $559,073 at 6%; with 50% employer match about $559,073 at 4% or $372,716 at 6%; with 100% employer match about $419,305 at 4% or $279,537 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-5$1,888,812$33,046$6,609iApproximate average salary by contribution assumption: employee only about $165,230 at 4% or $110,153 at 6%; with 50% employer match about $110,153 at 4% or $73,436 at 6%; with 100% employer match about $82,615 at 4% or $55,077 at 6%.
JIM OLIVER P.C. CASH BALANCE PLAN-1$468,770$134,676$134,676iApproximate average salary by contribution assumption: employee only about $3,366,900 at 4% or $2,244,600 at 6%; with 50% employer match about $2,244,600 at 4% or $1,496,400 at 6%; with 100% employer match about $1,683,450 at 4% or $1,122,300 at 6%.
201728$2,303,408$223,439$27,930iApproximate average salary by contribution assumption: employee only about $698,247 at 4% or $465,498 at 6%; with 50% employer match about $465,498 at 4% or $310,332 at 6%; with 100% employer match about $349,123 at 4% or $232,749 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-5$1,955,376$33,239$6,648iApproximate average salary by contribution assumption: employee only about $166,195 at 4% or $110,797 at 6%; with 50% employer match about $110,797 at 4% or $73,864 at 6%; with 100% employer match about $83,098 at 4% or $55,398 at 6%.
JIM OLIVER P.C. CASH BALANCE PLAN-8$348,032$190,200$23,775iApproximate average salary by contribution assumption: employee only about $594,375 at 4% or $396,250 at 6%; with 50% employer match about $396,250 at 4% or $264,167 at 6%; with 100% employer match about $297,188 at 4% or $198,125 at 6%.
2016210$2,350,964$308,282$30,828iApproximate average salary by contribution assumption: employee only about $770,705 at 4% or $513,803 at 6%; with 50% employer match about $513,803 at 4% or $342,536 at 6%; with 100% employer match about $385,353 at 4% or $256,902 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-10$2,189,594$145,544$14,554iApproximate average salary by contribution assumption: employee only about $363,860 at 4% or $242,573 at 6%; with 50% employer match about $242,573 at 4% or $161,716 at 6%; with 100% employer match about $181,930 at 4% or $121,287 at 6%.
JIM OLIVER & ASSOCIATES PC CASH BALANCE PLAN-8$161,370$162,738$20,342iApproximate average salary by contribution assumption: employee only about $508,556 at 4% or $339,038 at 6%; with 50% employer match about $339,038 at 4% or $226,025 at 6%; with 100% employer match about $254,278 at 4% or $169,519 at 6%.
2015110$1,994,003$178,080$17,808iApproximate average salary by contribution assumption: employee only about $445,200 at 4% or $296,800 at 6%; with 50% employer match about $296,800 at 4% or $197,867 at 6%; with 100% employer match about $222,600 at 4% or $148,400 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-10$1,994,003$178,080$17,808iApproximate average salary by contribution assumption: employee only about $445,200 at 4% or $296,800 at 6%; with 50% employer match about $296,800 at 4% or $197,867 at 6%; with 100% employer match about $222,600 at 4% or $148,400 at 6%.
2014112$1,948,085$164,188$13,682iApproximate average salary by contribution assumption: employee only about $342,058 at 4% or $228,039 at 6%; with 50% employer match about $228,039 at 4% or $152,026 at 6%; with 100% employer match about $171,029 at 4% or $114,019 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-12$1,948,085$164,188$13,682iApproximate average salary by contribution assumption: employee only about $342,058 at 4% or $228,039 at 6%; with 50% employer match about $228,039 at 4% or $152,026 at 6%; with 100% employer match about $171,029 at 4% or $114,019 at 6%.
2013110$1,674,393$249,770$24,977iApproximate average salary by contribution assumption: employee only about $624,425 at 4% or $416,283 at 6%; with 50% employer match about $416,283 at 4% or $277,522 at 6%; with 100% employer match about $312,213 at 4% or $208,142 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-10$1,674,393$249,770$24,977iApproximate average salary by contribution assumption: employee only about $624,425 at 4% or $416,283 at 6%; with 50% employer match about $416,283 at 4% or $277,522 at 6%; with 100% employer match about $312,213 at 4% or $208,142 at 6%.
201219$1,265,912$151,027$16,781iApproximate average salary by contribution assumption: employee only about $419,519 at 4% or $279,680 at 6%; with 50% employer match about $279,680 at 4% or $186,453 at 6%; with 100% employer match about $209,760 at 4% or $139,840 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-9$1,265,912$151,027$16,781iApproximate average salary by contribution assumption: employee only about $419,519 at 4% or $279,680 at 6%; with 50% employer match about $279,680 at 4% or $186,453 at 6%; with 100% employer match about $209,760 at 4% or $139,840 at 6%.
2011112$1,014,799$192,987$16,082iApproximate average salary by contribution assumption: employee only about $402,056 at 4% or $268,038 at 6%; with 50% employer match about $268,038 at 4% or $178,692 at 6%; with 100% employer match about $201,028 at 4% or $134,019 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-12$1,014,799$192,987$16,082iApproximate average salary by contribution assumption: employee only about $402,056 at 4% or $268,038 at 6%; with 50% employer match about $268,038 at 4% or $178,692 at 6%; with 100% employer match about $201,028 at 4% or $134,019 at 6%.
2010110$828,480$126,282$12,628iApproximate average salary by contribution assumption: employee only about $315,705 at 4% or $210,470 at 6%; with 50% employer match about $210,470 at 4% or $140,313 at 6%; with 100% employer match about $157,853 at 4% or $105,235 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-10$828,480$126,282$12,628iApproximate average salary by contribution assumption: employee only about $315,705 at 4% or $210,470 at 6%; with 50% employer match about $210,470 at 4% or $140,313 at 6%; with 100% employer match about $157,853 at 4% or $105,235 at 6%.
200919$578,686$96,874$10,764iApproximate average salary by contribution assumption: employee only about $269,094 at 4% or $179,396 at 6%; with 50% employer match about $179,396 at 4% or $119,598 at 6%; with 100% employer match about $134,547 at 4% or $89,698 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-9$578,686$96,874$10,764iApproximate average salary by contribution assumption: employee only about $269,094 at 4% or $179,396 at 6%; with 50% employer match about $179,396 at 4% or $119,598 at 6%; with 100% employer match about $134,547 at 4% or $89,698 at 6%.
200816$448,135$115,342$19,224iApproximate average salary by contribution assumption: employee only about $480,592 at 4% or $320,394 at 6%; with 50% employer match about $320,394 at 4% or $213,596 at 6%; with 100% employer match about $240,296 at 4% or $160,197 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-6$448,135$115,342$19,224iApproximate average salary by contribution assumption: employee only about $480,592 at 4% or $320,394 at 6%; with 50% employer match about $320,394 at 4% or $213,596 at 6%; with 100% employer match about $240,296 at 4% or $160,197 at 6%.
200717$569,165$107,746$15,392iApproximate average salary by contribution assumption: employee only about $384,807 at 4% or $256,538 at 6%; with 50% employer match about $256,538 at 4% or $171,025 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-7$569,165$107,746$15,392iApproximate average salary by contribution assumption: employee only about $384,807 at 4% or $256,538 at 6%; with 50% employer match about $256,538 at 4% or $171,025 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
200617$435,212$94,582$13,512iApproximate average salary by contribution assumption: employee only about $337,793 at 4% or $225,195 at 6%; with 50% employer match about $225,195 at 4% or $150,130 at 6%; with 100% employer match about $168,896 at 4% or $112,598 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-7$435,212$94,582$13,512iApproximate average salary by contribution assumption: employee only about $337,793 at 4% or $225,195 at 6%; with 50% employer match about $225,195 at 4% or $150,130 at 6%; with 100% employer match about $168,896 at 4% or $112,598 at 6%.
200515$314,674$82,882$16,576iApproximate average salary by contribution assumption: employee only about $414,410 at 4% or $276,273 at 6%; with 50% employer match about $276,273 at 4% or $184,182 at 6%; with 100% employer match about $207,205 at 4% or $138,137 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-5$314,674$82,882$16,576iApproximate average salary by contribution assumption: employee only about $414,410 at 4% or $276,273 at 6%; with 50% employer match about $276,273 at 4% or $184,182 at 6%; with 100% employer match about $207,205 at 4% or $138,137 at 6%.
200425$209,838$71,141$14,228iApproximate average salary by contribution assumption: employee only about $355,705 at 4% or $237,137 at 6%; with 50% employer match about $237,137 at 4% or $158,091 at 6%; with 100% employer match about $177,853 at 4% or $118,568 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-5$209,838$71,141$14,228iApproximate average salary by contribution assumption: employee only about $355,705 at 4% or $237,137 at 6%; with 50% employer match about $237,137 at 4% or $158,091 at 6%; with 100% employer match about $177,853 at 4% or $118,568 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-0---
200315$111,705$68,255$13,651iApproximate average salary by contribution assumption: employee only about $341,275 at 4% or $227,517 at 6%; with 50% employer match about $227,517 at 4% or $151,678 at 6%; with 100% employer match about $170,638 at 4% or $113,758 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-5$111,705$68,255$13,651iApproximate average salary by contribution assumption: employee only about $341,275 at 4% or $227,517 at 6%; with 50% employer match about $227,517 at 4% or $151,678 at 6%; with 100% employer match about $170,638 at 4% or $113,758 at 6%.
200214$23,287$24,507$6,127iApproximate average salary by contribution assumption: employee only about $153,169 at 4% or $102,113 at 6%; with 50% employer match about $102,113 at 4% or $68,075 at 6%; with 100% employer match about $76,584 at 4% or $51,056 at 6%.
Jim Oliver Associates PC 401(K) Profit Sharing Plan-4$23,287$24,507$6,127iApproximate average salary by contribution assumption: employee only about $153,169 at 4% or $102,113 at 6%; with 50% employer match about $102,113 at 4% or $68,075 at 6%; with 100% employer match about $76,584 at 4% or $51,056 at 6%.