Oliveira Wealth
Plan context: Oliveira Wealth Profit Sharing 401(K) Plan
EIN 77-0514829 • Modesto, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$352,409
2020 Contributions
$46,644
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $352,409 | $46,644 | $15,548iApproximate average salary by contribution assumption: employee only about $388,700 at 4% or $259,133 at 6%; with 50% employer match about $259,133 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 3 | $352,409 | $46,644 | $15,548iApproximate average salary by contribution assumption: employee only about $388,700 at 4% or $259,133 at 6%; with 50% employer match about $259,133 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%. |
| 2019 | 1 | 3 | $269,778 | $51,210 | $17,070iApproximate average salary by contribution assumption: employee only about $426,750 at 4% or $284,500 at 6%; with 50% employer match about $284,500 at 4% or $189,667 at 6%; with 100% employer match about $213,375 at 4% or $142,250 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 3 | $269,778 | $51,210 | $17,070iApproximate average salary by contribution assumption: employee only about $426,750 at 4% or $284,500 at 6%; with 50% employer match about $284,500 at 4% or $189,667 at 6%; with 100% employer match about $213,375 at 4% or $142,250 at 6%. |
| 2018 | 1 | 4 | $185,161 | $59,842 | $14,961iApproximate average salary by contribution assumption: employee only about $374,013 at 4% or $249,342 at 6%; with 50% employer match about $249,342 at 4% or $166,228 at 6%; with 100% employer match about $187,006 at 4% or $124,671 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 4 | $185,161 | $59,842 | $14,961iApproximate average salary by contribution assumption: employee only about $374,013 at 4% or $249,342 at 6%; with 50% employer match about $249,342 at 4% or $166,228 at 6%; with 100% employer match about $187,006 at 4% or $124,671 at 6%. |
| 2017 | 1 | 3 | $137,004 | $29,622 | $9,874iApproximate average salary by contribution assumption: employee only about $246,850 at 4% or $164,567 at 6%; with 50% employer match about $164,567 at 4% or $109,711 at 6%; with 100% employer match about $123,425 at 4% or $82,283 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 3 | $137,004 | $29,622 | $9,874iApproximate average salary by contribution assumption: employee only about $246,850 at 4% or $164,567 at 6%; with 50% employer match about $164,567 at 4% or $109,711 at 6%; with 100% employer match about $123,425 at 4% or $82,283 at 6%. |
| 2016 | 1 | 3 | $91,518 | $61,540 | $20,513iApproximate average salary by contribution assumption: employee only about $512,833 at 4% or $341,889 at 6%; with 50% employer match about $341,889 at 4% or $227,926 at 6%; with 100% employer match about $256,417 at 4% or $170,944 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 3 | $91,518 | $61,540 | $20,513iApproximate average salary by contribution assumption: employee only about $512,833 at 4% or $341,889 at 6%; with 50% employer match about $341,889 at 4% or $227,926 at 6%; with 100% employer match about $256,417 at 4% or $170,944 at 6%. |
| 2015 | 1 | 3 | $28,649 | $28,995 | $9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%. |
| Oliveira Wealth Profit Sharing 401(K) Plan | - | 3 | $28,649 | $28,995 | $9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%. |