Civic Intelligence

Dana E Otterholt

Plan context: Dana E Otterholt Self Employed Profit Sharing Retirement Plan

EIN 91-1002214 • 41 filings • 13 plans

Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$105,841

2020 Contributions

$61,705

Historical Graphs

Total Assets Over Time

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

$6,138,687$3,069,344$0199920092019YearValue
$105,841Latest year 2019

Participants Over Time

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

740199920082018YearValue
5Latest year 2018

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
202010$0$0-
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-0---
201910$105,841$0-
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-0$105,841--
201815$5,888,154$61,705$12,341iApproximate average salary by contribution assumption: employee only about $308,525 at 4% or $205,683 at 6%; with 50% employer match about $205,683 at 4% or $137,122 at 6%; with 100% employer match about $154,263 at 4% or $102,842 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-5$5,888,154$61,705$12,341iApproximate average salary by contribution assumption: employee only about $308,525 at 4% or $205,683 at 6%; with 50% employer match about $205,683 at 4% or $137,122 at 6%; with 100% employer match about $154,263 at 4% or $102,842 at 6%.
201714$6,138,687$68,175$17,044iApproximate average salary by contribution assumption: employee only about $426,094 at 4% or $284,063 at 6%; with 50% employer match about $284,063 at 4% or $189,375 at 6%; with 100% employer match about $213,047 at 4% or $142,031 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-4$6,138,687$68,175$17,044iApproximate average salary by contribution assumption: employee only about $426,094 at 4% or $284,063 at 6%; with 50% employer match about $284,063 at 4% or $189,375 at 6%; with 100% employer match about $213,047 at 4% or $142,031 at 6%.
201610$0$0-
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-0---
201527$5,151,218$91,984$13,141iApproximate average salary by contribution assumption: employee only about $328,514 at 4% or $219,010 at 6%; with 50% employer match about $219,010 at 4% or $146,006 at 6%; with 100% employer match about $164,257 at 4% or $109,505 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$3,601,416$57,370$8,196iApproximate average salary by contribution assumption: employee only about $204,893 at 4% or $136,595 at 6%; with 50% employer match about $136,595 at 4% or $91,063 at 6%; with 100% employer match about $102,446 at 4% or $68,298 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$1,549,802$34,614$4,945iApproximate average salary by contribution assumption: employee only about $123,621 at 4% or $82,414 at 6%; with 50% employer match about $82,414 at 4% or $54,943 at 6%; with 100% employer match about $61,811 at 4% or $41,207 at 6%.
201427$4,787,357$89,330$12,761iApproximate average salary by contribution assumption: employee only about $319,036 at 4% or $212,690 at 6%; with 50% employer match about $212,690 at 4% or $141,794 at 6%; with 100% employer match about $159,518 at 4% or $106,345 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$3,290,912$55,601$7,943iApproximate average salary by contribution assumption: employee only about $198,575 at 4% or $132,383 at 6%; with 50% employer match about $132,383 at 4% or $88,256 at 6%; with 100% employer match about $99,288 at 4% or $66,192 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$1,496,445$33,729$4,818iApproximate average salary by contribution assumption: employee only about $120,461 at 4% or $80,307 at 6%; with 50% employer match about $80,307 at 4% or $53,538 at 6%; with 100% employer match about $60,230 at 4% or $40,154 at 6%.
201327$4,190,721$89,062$12,723iApproximate average salary by contribution assumption: employee only about $318,079 at 4% or $212,052 at 6%; with 50% employer match about $212,052 at 4% or $141,368 at 6%; with 100% employer match about $159,039 at 4% or $106,026 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$2,806,877$55,452$7,922iApproximate average salary by contribution assumption: employee only about $198,043 at 4% or $132,029 at 6%; with 50% employer match about $132,029 at 4% or $88,019 at 6%; with 100% employer match about $99,021 at 4% or $66,014 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$1,383,844$33,610$4,801iApproximate average salary by contribution assumption: employee only about $120,036 at 4% or $80,024 at 6%; with 50% employer match about $80,024 at 4% or $53,349 at 6%; with 100% employer match about $60,018 at 4% or $40,012 at 6%.
201226$3,584,716$76,795$12,799iApproximate average salary by contribution assumption: employee only about $319,979 at 4% or $213,319 at 6%; with 50% employer match about $213,319 at 4% or $142,213 at 6%; with 100% employer match about $159,990 at 4% or $106,660 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-6$2,363,150$47,350$7,892iApproximate average salary by contribution assumption: employee only about $197,292 at 4% or $131,528 at 6%; with 50% employer match about $131,528 at 4% or $87,685 at 6%; with 100% employer match about $98,646 at 4% or $65,764 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-6$1,221,566$29,445$4,908iApproximate average salary by contribution assumption: employee only about $122,688 at 4% or $81,792 at 6%; with 50% employer match about $81,792 at 4% or $54,528 at 6%; with 100% employer match about $61,344 at 4% or $40,896 at 6%.
201125$3,185,384$69,202$13,840iApproximate average salary by contribution assumption: employee only about $346,010 at 4% or $230,673 at 6%; with 50% employer match about $230,673 at 4% or $153,782 at 6%; with 100% employer match about $173,005 at 4% or $115,337 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-5$2,129,691$42,367$8,473iApproximate average salary by contribution assumption: employee only about $211,835 at 4% or $141,223 at 6%; with 50% employer match about $141,223 at 4% or $94,149 at 6%; with 100% employer match about $105,918 at 4% or $70,612 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-5$1,055,693$26,835$5,367iApproximate average salary by contribution assumption: employee only about $134,175 at 4% or $89,450 at 6%; with 50% employer match about $89,450 at 4% or $59,633 at 6%; with 100% employer match about $67,088 at 4% or $44,725 at 6%.
201026$3,085,591$70,804$11,801iApproximate average salary by contribution assumption: employee only about $295,017 at 4% or $196,678 at 6%; with 50% employer match about $196,678 at 4% or $131,119 at 6%; with 100% employer match about $147,508 at 4% or $98,339 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-6$2,067,686$43,425$7,238iApproximate average salary by contribution assumption: employee only about $180,938 at 4% or $120,625 at 6%; with 50% employer match about $120,625 at 4% or $80,417 at 6%; with 100% employer match about $90,469 at 4% or $60,313 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-6$1,017,905$27,379$4,563iApproximate average salary by contribution assumption: employee only about $114,079 at 4% or $76,053 at 6%; with 50% employer match about $76,053 at 4% or $50,702 at 6%; with 100% employer match about $57,040 at 4% or $38,026 at 6%.
200927$2,672,190$83,530$11,933iApproximate average salary by contribution assumption: employee only about $298,321 at 4% or $198,881 at 6%; with 50% employer match about $198,881 at 4% or $132,587 at 6%; with 100% employer match about $149,161 at 4% or $99,440 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$1,817,863$51,829$7,404iApproximate average salary by contribution assumption: employee only about $185,104 at 4% or $123,402 at 6%; with 50% employer match about $123,402 at 4% or $82,268 at 6%; with 100% employer match about $92,552 at 4% or $61,701 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$854,327$31,701$4,529iApproximate average salary by contribution assumption: employee only about $113,218 at 4% or $75,479 at 6%; with 50% employer match about $75,479 at 4% or $50,319 at 6%; with 100% employer match about $56,609 at 4% or $37,739 at 6%.
200827$2,244,284$82,636$11,805iApproximate average salary by contribution assumption: employee only about $295,129 at 4% or $196,752 at 6%; with 50% employer match about $196,752 at 4% or $131,168 at 6%; with 100% employer match about $147,564 at 4% or $98,376 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$1,544,523$51,514$7,359iApproximate average salary by contribution assumption: employee only about $183,979 at 4% or $122,652 at 6%; with 50% employer match about $122,652 at 4% or $81,768 at 6%; with 100% employer match about $91,989 at 4% or $61,326 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$699,761$31,122$4,446iApproximate average salary by contribution assumption: employee only about $111,150 at 4% or $74,100 at 6%; with 50% employer match about $74,100 at 4% or $49,400 at 6%; with 100% employer match about $55,575 at 4% or $37,050 at 6%.
200727$2,922,302$82,158$11,737iApproximate average salary by contribution assumption: employee only about $293,421 at 4% or $195,614 at 6%; with 50% employer match about $195,614 at 4% or $130,410 at 6%; with 100% employer match about $146,711 at 4% or $97,807 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$2,050,826$51,135$7,305iApproximate average salary by contribution assumption: employee only about $182,625 at 4% or $121,750 at 6%; with 50% employer match about $121,750 at 4% or $81,167 at 6%; with 100% employer match about $91,313 at 4% or $60,875 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$871,476$31,023$4,432iApproximate average salary by contribution assumption: employee only about $110,796 at 4% or $73,864 at 6%; with 50% employer match about $73,864 at 4% or $49,243 at 6%; with 100% employer match about $55,398 at 4% or $36,932 at 6%.
200627$2,712,266$79,385$11,341iApproximate average salary by contribution assumption: employee only about $283,518 at 4% or $189,012 at 6%; with 50% employer match about $189,012 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$1,885,713$49,329$7,047iApproximate average salary by contribution assumption: employee only about $176,175 at 4% or $117,450 at 6%; with 50% employer match about $117,450 at 4% or $78,300 at 6%; with 100% employer match about $88,088 at 4% or $58,725 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$826,553$30,056$4,294iApproximate average salary by contribution assumption: employee only about $107,343 at 4% or $71,562 at 6%; with 50% employer match about $71,562 at 4% or $47,708 at 6%; with 100% employer match about $53,671 at 4% or $35,781 at 6%.
200527$2,217,022$76,164$10,881iApproximate average salary by contribution assumption: employee only about $272,014 at 4% or $181,343 at 6%; with 50% employer match about $181,343 at 4% or $120,895 at 6%; with 100% employer match about $136,007 at 4% or $90,671 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$1,533,559$47,085$6,726iApproximate average salary by contribution assumption: employee only about $168,161 at 4% or $112,107 at 6%; with 50% employer match about $112,107 at 4% or $74,738 at 6%; with 100% employer match about $84,080 at 4% or $56,054 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$683,463$29,079$4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%.
200425$2,022,986$67,084$13,417iApproximate average salary by contribution assumption: employee only about $335,420 at 4% or $223,613 at 6%; with 50% employer match about $223,613 at 4% or $149,076 at 6%; with 100% employer match about $167,710 at 4% or $111,807 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-5$1,402,216$40,943$8,189iApproximate average salary by contribution assumption: employee only about $204,715 at 4% or $136,477 at 6%; with 50% employer match about $136,477 at 4% or $90,984 at 6%; with 100% employer match about $102,358 at 4% or $68,238 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-5$620,770$26,141$5,228iApproximate average salary by contribution assumption: employee only about $130,705 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,568 at 6%.
200324$1,737,778$57,620$14,405iApproximate average salary by contribution assumption: employee only about $360,125 at 4% or $240,083 at 6%; with 50% employer match about $240,083 at 4% or $160,056 at 6%; with 100% employer match about $180,063 at 4% or $120,042 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-4$1,202,631$34,074$8,519iApproximate average salary by contribution assumption: employee only about $212,963 at 4% or $141,975 at 6%; with 50% employer match about $141,975 at 4% or $94,650 at 6%; with 100% employer match about $106,481 at 4% or $70,988 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-4$535,147$23,546$5,887iApproximate average salary by contribution assumption: employee only about $147,163 at 4% or $98,108 at 6%; with 50% employer match about $98,108 at 4% or $65,406 at 6%; with 100% employer match about $73,581 at 4% or $49,054 at 6%.
200224$1,392,717$57,195$14,299iApproximate average salary by contribution assumption: employee only about $357,469 at 4% or $238,313 at 6%; with 50% employer match about $238,313 at 4% or $158,875 at 6%; with 100% employer match about $178,734 at 4% or $119,156 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-4$966,218$33,698$8,425iApproximate average salary by contribution assumption: employee only about $210,613 at 4% or $140,408 at 6%; with 50% employer match about $140,408 at 4% or $93,606 at 6%; with 100% employer match about $105,306 at 4% or $70,204 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-4$426,499$23,497$5,874iApproximate average salary by contribution assumption: employee only about $146,856 at 4% or $97,904 at 6%; with 50% employer match about $97,904 at 4% or $65,269 at 6%; with 100% employer match about $73,428 at 4% or $48,952 at 6%.
200124$1,405,145$55,529$13,882iApproximate average salary by contribution assumption: employee only about $347,056 at 4% or $231,371 at 6%; with 50% employer match about $231,371 at 4% or $154,247 at 6%; with 100% employer match about $173,528 at 4% or $115,685 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-4$967,682$34,077$8,519iApproximate average salary by contribution assumption: employee only about $212,981 at 4% or $141,988 at 6%; with 50% employer match about $141,988 at 4% or $94,658 at 6%; with 100% employer match about $106,491 at 4% or $70,994 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-4$437,463$21,452$5,363iApproximate average salary by contribution assumption: employee only about $134,075 at 4% or $89,383 at 6%; with 50% employer match about $89,383 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%.
200035$1,345,721$47,590$9,518iApproximate average salary by contribution assumption: employee only about $237,950 at 4% or $158,633 at 6%; with 50% employer match about $158,633 at 4% or $105,756 at 6%; with 100% employer match about $118,975 at 4% or $79,317 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-5$944,148$25,640$5,128iApproximate average salary by contribution assumption: employee only about $128,200 at 4% or $85,467 at 6%; with 50% employer match about $85,467 at 4% or $56,978 at 6%; with 100% employer match about $64,100 at 4% or $42,733 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-5$401,573$21,950$4,390iApproximate average salary by contribution assumption: employee only about $109,750 at 4% or $73,167 at 6%; with 50% employer match about $73,167 at 4% or $48,778 at 6%; with 100% employer match about $54,875 at 4% or $36,583 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-5---
199937$1,904,428$76,923$10,989iApproximate average salary by contribution assumption: employee only about $274,725 at 4% or $183,150 at 6%; with 50% employer match about $183,150 at 4% or $122,100 at 6%; with 100% employer match about $137,363 at 4% or $91,575 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$767,911$27,953$3,993iApproximate average salary by contribution assumption: employee only about $99,832 at 4% or $66,555 at 6%; with 50% employer match about $66,555 at 4% or $44,370 at 6%; with 100% employer match about $49,916 at 4% or $33,277 at 6%.
Dana E Otterholt Self Employed Profit Sharing Retirement Plan-7$767,911$27,953$3,993iApproximate average salary by contribution assumption: employee only about $99,832 at 4% or $66,555 at 6%; with 50% employer match about $66,555 at 4% or $44,370 at 6%; with 100% employer match about $49,916 at 4% or $33,277 at 6%.
Dana E. Otterholt Self-Employed Money-Purchase Retirement Plan-7$368,606$21,017$3,002iApproximate average salary by contribution assumption: employee only about $75,061 at 4% or $50,040 at 6%; with 50% employer match about $50,040 at 4% or $33,360 at 6%; with 100% employer match about $37,530 at 4% or $25,020 at 6%.