Oliver Smith & Company Inc.
Plan context: Oliver Smith & Company Inc. Pension Transfer Trust Plan
EIN 93-2861552 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$107,628
2024 Contributions
$5,290
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $107,628 | $5,290 | $5,290iApproximate average salary by contribution assumption: employee only about $132,250 at 4% or $88,167 at 6%; with 50% employer match about $88,167 at 4% or $58,778 at 6%; with 100% employer match about $66,125 at 4% or $44,083 at 6%. |
| Oliver Smith & Company Inc. Pension Transfer Trust Plan | - | 1 | $107,628 | $5,290 | $5,290iApproximate average salary by contribution assumption: employee only about $132,250 at 4% or $88,167 at 6%; with 50% employer match about $88,167 at 4% or $58,778 at 6%; with 100% employer match about $66,125 at 4% or $44,083 at 6%. |
| 2023 | 1 | 1 | $101,763 | $101,763 | $101,763iApproximate average salary by contribution assumption: employee only about $2,544,075 at 4% or $1,696,050 at 6%; with 50% employer match about $1,696,050 at 4% or $1,130,700 at 6%; with 100% employer match about $1,272,038 at 4% or $848,025 at 6%. |
| Oliver Smith & Company Inc. Pension Transfer Trust Plan | - | 1 | $101,763 | $101,763 | $101,763iApproximate average salary by contribution assumption: employee only about $2,544,075 at 4% or $1,696,050 at 6%; with 50% employer match about $1,696,050 at 4% or $1,130,700 at 6%; with 100% employer match about $1,272,038 at 4% or $848,025 at 6%. |