L. Oldham & Associates, L.C.
Plan context: L. Oldham & Associates, L.C. 401K Profit Sharing Plan
EIN 75-2724085 • 5 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
6
2005 Assets
$335,018
2005 Contributions
$64,110
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| L. Oldham & Associates, L.C. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 1 | 6 | $335,018 | $64,110 | $10,685iApproximate average salary by contribution assumption: employee only about $267,125 at 4% or $178,083 at 6%; with 50% employer match about $178,083 at 4% or $118,722 at 6%; with 100% employer match about $133,563 at 4% or $89,042 at 6%. |
| L. Oldham & Associates, L.C. 401K Profit Sharing Plan | - | 6 | $335,018 | $64,110 | $10,685iApproximate average salary by contribution assumption: employee only about $267,125 at 4% or $178,083 at 6%; with 50% employer match about $178,083 at 4% or $118,722 at 6%; with 100% employer match about $133,563 at 4% or $89,042 at 6%. |
| 2003 | 1 | 6 | $254,391 | $87,638 | $14,606iApproximate average salary by contribution assumption: employee only about $365,158 at 4% or $243,439 at 6%; with 50% employer match about $243,439 at 4% or $162,293 at 6%; with 100% employer match about $182,579 at 4% or $121,719 at 6%. |
| L. Oldham & Associates, L.C. 401K Profit Sharing Plan | - | 6 | $254,391 | $87,638 | $14,606iApproximate average salary by contribution assumption: employee only about $365,158 at 4% or $243,439 at 6%; with 50% employer match about $243,439 at 4% or $162,293 at 6%; with 100% employer match about $182,579 at 4% or $121,719 at 6%. |
| 2002 | 1 | 5 | $159,034 | $92,358 | $18,472iApproximate average salary by contribution assumption: employee only about $461,790 at 4% or $307,860 at 6%; with 50% employer match about $307,860 at 4% or $205,240 at 6%; with 100% employer match about $230,895 at 4% or $153,930 at 6%. |
| L. Oldham & Associates, L.C. 401K Profit Sharing Plan | - | 5 | $159,034 | $92,358 | $18,472iApproximate average salary by contribution assumption: employee only about $461,790 at 4% or $307,860 at 6%; with 50% employer match about $307,860 at 4% or $205,240 at 6%; with 100% employer match about $230,895 at 4% or $153,930 at 6%. |
| 2001 | 1 | 6 | $73,451 | $73,451 | $12,242iApproximate average salary by contribution assumption: employee only about $306,046 at 4% or $204,031 at 6%; with 50% employer match about $204,031 at 4% or $136,020 at 6%; with 100% employer match about $153,023 at 4% or $102,015 at 6%. |
| L. Oldham & Associates, L.C. 401K Profit Sharing Plan | - | 6 | $73,451 | $73,451 | $12,242iApproximate average salary by contribution assumption: employee only about $306,046 at 4% or $204,031 at 6%; with 50% employer match about $204,031 at 4% or $136,020 at 6%; with 100% employer match about $153,023 at 4% or $102,015 at 6%. |