Oldham Management Inc.
Plan context: OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARING PLAN
EIN 87-0570778 • 13 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
294
2005 Assets
$4,806,287
2005 Contributions
$551,216
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 | 2 | 294 | $4,806,287 | $551,216 | $1,875iApproximate average salary by contribution assumption: employee only about $46,872 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARING PLAN | - | 294 | $4,806,287 | $551,216 | $1,875iApproximate average salary by contribution assumption: employee only about $46,872 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 230 | - | - | - |
| 2004 | 2 | 238 | $4,036,233 | $549,105 | $2,307iApproximate average salary by contribution assumption: employee only about $57,679 at 4% or $38,453 at 6%; with 50% employer match about $38,453 at 4% or $25,635 at 6%; with 100% employer match about $28,840 at 4% or $19,226 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARING PLAN | - | 238 | $4,036,233 | $549,105 | $2,307iApproximate average salary by contribution assumption: employee only about $57,679 at 4% or $38,453 at 6%; with 50% employer match about $38,453 at 4% or $25,635 at 6%; with 100% employer match about $28,840 at 4% or $19,226 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 225 | - | - | - |
| 2003 | 2 | 226 | $3,319,021 | $471,538 | $2,086iApproximate average salary by contribution assumption: employee only about $52,161 at 4% or $34,774 at 6%; with 50% employer match about $34,774 at 4% or $23,183 at 6%; with 100% employer match about $26,081 at 4% or $17,387 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARING PLAN | - | 226 | $3,319,021 | $471,538 | $2,086iApproximate average salary by contribution assumption: employee only about $52,161 at 4% or $34,774 at 6%; with 50% employer match about $34,774 at 4% or $23,183 at 6%; with 100% employer match about $26,081 at 4% or $17,387 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 226 | - | - | - |
| 2002 | 2 | 244 | $2,547,985 | $495,805 | $2,032iApproximate average salary by contribution assumption: employee only about $50,800 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,578 at 6%; with 100% employer match about $25,400 at 4% or $16,933 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARING PLAN | - | 244 | $2,547,985 | $495,805 | $2,032iApproximate average salary by contribution assumption: employee only about $50,800 at 4% or $33,866 at 6%; with 50% employer match about $33,866 at 4% or $22,578 at 6%; with 100% employer match about $25,400 at 4% or $16,933 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 228 | - | - | - |
| 2001 | 2 | 257 | $2,641,357 | $399,481 | $1,554iApproximate average salary by contribution assumption: employee only about $38,860 at 4% or $25,907 at 6%; with 50% employer match about $25,907 at 4% or $17,271 at 6%; with 100% employer match about $19,430 at 4% or $12,953 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARI | - | 255 | $2,641,357 | $399,481 | $1,567iApproximate average salary by contribution assumption: employee only about $39,165 at 4% or $26,110 at 6%; with 50% employer match about $26,110 at 4% or $17,407 at 6%; with 100% employer match about $19,582 at 4% or $13,055 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 257 | - | - | - |
| 2000 | 2 | 264 | $2,637,856 | $398,053 | $1,508iApproximate average salary by contribution assumption: employee only about $37,694 at 4% or $25,130 at 6%; with 50% employer match about $25,130 at 4% or $16,753 at 6%; with 100% employer match about $18,847 at 4% or $12,565 at 6%. |
| OLDHAM ASSOCIATES, INC. EMPLOYER 401K PROFIT SHARI | - | 246 | $2,637,856 | $398,053 | $1,618iApproximate average salary by contribution assumption: employee only about $40,453 at 4% or $26,968 at 6%; with 50% employer match about $26,968 at 4% or $17,979 at 6%; with 100% employer match about $20,226 at 4% or $13,484 at 6%. |
| Oldham Associates Inc. Flexible Benefits Plan | - | 264 | - | - | - |
| 1999 | 1 | 299 | $0 | $0 | - |
| Oldham Associates Inc. Flexible Benefits Plan | - | 299 | - | - | - |