Civic Intelligence

Ostgren Associates Inc.

Plan context: Ostgren Associates Inc. Profit Sharing Plan

EIN 94-2238463 • San Francisco, CA • 12 filings • 1 plans

88 1st StreetSan Francisco, CA 94105
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$590

2014 Contributions

$31,528

Historical Graphs

Total Assets Over Time

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

$211,528$105,764$0200020082013YearValue
$590Latest year 2013

Participants Over Time

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

320200020072013YearValue
1Latest year 2013

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
201410$0$0-
Ostgren Associates Inc. Profit Sharing Plan-0$0--
201311$590$0-
Ostgren Associates Inc. Profit Sharing Plan-1$590--
201211$590$0-
Ostgren Associates Inc. Profit Sharing Plan-1$590--
201112$5,414$0-
Ostgren Associates Inc. Profit Sharing Plan-2$5,414--
201012$5,414$0-
Ostgren Associates Inc. Profit Sharing Plan-2$5,414--
200813$9,024$0-
Ostgren Associates Inc. Profit Sharing Plan-3$9,024--
200713$0$0-
Ostgren Associates Inc. Profit Sharing Plan-3---
200513$211,528$31,528$10,509iApproximate average salary by contribution assumption: employee only about $262,733 at 4% or $175,156 at 6%; with 50% employer match about $175,156 at 4% or $116,770 at 6%; with 100% employer match about $131,367 at 4% or $87,578 at 6%.
Ostgren Associates Inc. Profit Sharing Plan-3$211,528$31,528$10,509iApproximate average salary by contribution assumption: employee only about $262,733 at 4% or $175,156 at 6%; with 50% employer match about $175,156 at 4% or $116,770 at 6%; with 100% employer match about $131,367 at 4% or $87,578 at 6%.
200412$191,250$0-
Ostgren Associates Inc. Profit Sharing Plan-2$191,250--
200312$157,500$0-
Ostgren Associates Inc. Profit Sharing Plan-2$157,500--
200212$45,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Ostgren Associates Inc. Profit Sharing Plan-2$45,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200012$25,000$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Ostgren Associates Inc. Profit Sharing Plan-2$25,000$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.