Civic Intelligence

Fred Oberlender & Associates Inc.

Plan context: Fred Oberlender & Associates Inc. Profit Sharing Plan

EIN 75-1328316 • Dallas, TX • 10 filings • 7 plans

10421 Sanden Dr.Dallas, TX 75248
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$13,778,626

2023 Contributions

$916,062

Historical Graphs

Total Assets Over Time

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

$13,778,626$6,889,313$0199920192023YearValue
$13,778,626Latest year 2023

Participants Over Time

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

1580199920192023YearValue
15Latest year 2023

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
2023115$13,778,626$916,062$61,071iApproximate average salary by contribution assumption: employee only about $1,526,770 at 4% or $1,017,847 at 6%; with 50% employer match about $1,017,847 at 4% or $678,564 at 6%; with 100% employer match about $763,385 at 4% or $508,923 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-15$13,778,626$916,062$61,071iApproximate average salary by contribution assumption: employee only about $1,526,770 at 4% or $1,017,847 at 6%; with 50% employer match about $1,017,847 at 4% or $678,564 at 6%; with 100% employer match about $763,385 at 4% or $508,923 at 6%.
2022115$11,552,965$809,987$53,999iApproximate average salary by contribution assumption: employee only about $1,349,978 at 4% or $899,986 at 6%; with 50% employer match about $899,986 at 4% or $599,990 at 6%; with 100% employer match about $674,989 at 4% or $449,993 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-15$11,552,965$809,987$53,999iApproximate average salary by contribution assumption: employee only about $1,349,978 at 4% or $899,986 at 6%; with 50% employer match about $899,986 at 4% or $599,990 at 6%; with 100% employer match about $674,989 at 4% or $449,993 at 6%.
2021114$12,338,769$703,885$50,278iApproximate average salary by contribution assumption: employee only about $1,256,938 at 4% or $837,958 at 6%; with 50% employer match about $837,958 at 4% or $558,639 at 6%; with 100% employer match about $628,469 at 4% or $418,979 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-14$12,338,769$703,885$50,278iApproximate average salary by contribution assumption: employee only about $1,256,938 at 4% or $837,958 at 6%; with 50% employer match about $837,958 at 4% or $558,639 at 6%; with 100% employer match about $628,469 at 4% or $418,979 at 6%.
2020114$9,787,202$635,510$45,394iApproximate average salary by contribution assumption: employee only about $1,134,839 at 4% or $756,560 at 6%; with 50% employer match about $756,560 at 4% or $504,373 at 6%; with 100% employer match about $567,420 at 4% or $378,280 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-14$9,787,202$635,510$45,394iApproximate average salary by contribution assumption: employee only about $1,134,839 at 4% or $756,560 at 6%; with 50% employer match about $756,560 at 4% or $504,373 at 6%; with 100% employer match about $567,420 at 4% or $378,280 at 6%.
2019112$8,505,712$555,813$46,318iApproximate average salary by contribution assumption: employee only about $1,157,944 at 4% or $771,963 at 6%; with 50% employer match about $771,963 at 4% or $514,642 at 6%; with 100% employer match about $578,972 at 4% or $385,981 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-12$8,505,712$555,813$46,318iApproximate average salary by contribution assumption: employee only about $1,157,944 at 4% or $771,963 at 6%; with 50% employer match about $771,963 at 4% or $514,642 at 6%; with 100% employer match about $578,972 at 4% or $385,981 at 6%.
2018113$9,500,734$576,494$44,346iApproximate average salary by contribution assumption: employee only about $1,108,642 at 4% or $739,095 at 6%; with 50% employer match about $739,095 at 4% or $492,730 at 6%; with 100% employer match about $554,321 at 4% or $369,547 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-13$9,500,734$576,494$44,346iApproximate average salary by contribution assumption: employee only about $1,108,642 at 4% or $739,095 at 6%; with 50% employer match about $739,095 at 4% or $492,730 at 6%; with 100% employer match about $554,321 at 4% or $369,547 at 6%.
2017113$9,927,596$549,982$42,306iApproximate average salary by contribution assumption: employee only about $1,057,658 at 4% or $705,105 at 6%; with 50% employer match about $705,105 at 4% or $470,070 at 6%; with 100% employer match about $528,829 at 4% or $352,553 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-13$9,927,596$549,982$42,306iApproximate average salary by contribution assumption: employee only about $1,057,658 at 4% or $705,105 at 6%; with 50% employer match about $705,105 at 4% or $470,070 at 6%; with 100% employer match about $528,829 at 4% or $352,553 at 6%.
2016113$9,312,936$36,140$2,780iApproximate average salary by contribution assumption: employee only about $69,500 at 4% or $46,333 at 6%; with 50% employer match about $46,333 at 4% or $30,889 at 6%; with 100% employer match about $34,750 at 4% or $23,167 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-13$9,312,936$36,140$2,780iApproximate average salary by contribution assumption: employee only about $69,500 at 4% or $46,333 at 6%; with 50% employer match about $46,333 at 4% or $30,889 at 6%; with 100% employer match about $34,750 at 4% or $23,167 at 6%.
2000110$0$0-
Fred Oberlender & Associates Inc. Profit Sharing Plan-10---
1999112$5,051,900$250,361$20,863iApproximate average salary by contribution assumption: employee only about $521,585 at 4% or $347,724 at 6%; with 50% employer match about $347,724 at 4% or $231,816 at 6%; with 100% employer match about $260,793 at 4% or $173,862 at 6%.
Fred Oberlender & Associates Inc. Profit Sharing Plan-12$5,051,900$250,361$20,863iApproximate average salary by contribution assumption: employee only about $521,585 at 4% or $347,724 at 6%; with 50% employer match about $347,724 at 4% or $231,816 at 6%; with 100% employer match about $260,793 at 4% or $173,862 at 6%.