Civic Intelligence

James a. Olson, D.D.S.

Plan context: JAMES A. OLSON, D.D.S. RETIREMENT PLAN

EIN 94-2888247 • Berkeley, CA • 29 filings • 4 plans

2300 Durant AvenueBerkeley, CA 94704-1607
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$976,456

2015 Contributions

$98,130

Historical Graphs

Total Assets Over Time

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

$1,452,097$726,049$0199920082014YearValue
$976,456Latest year 2014

Participants Over Time

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

740199920072014YearValue
6Latest year 2014

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
201510$0$0-
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-0$0$0-
201416$976,456$98,130$16,355iApproximate average salary by contribution assumption: employee only about $408,875 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,438 at 4% or $136,292 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-6$976,456$98,130$16,355iApproximate average salary by contribution assumption: employee only about $408,875 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,438 at 4% or $136,292 at 6%.
201317$888,976$94,783$13,540iApproximate average salary by contribution assumption: employee only about $338,511 at 4% or $225,674 at 6%; with 50% employer match about $225,674 at 4% or $150,449 at 6%; with 100% employer match about $169,255 at 4% or $112,837 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-7$888,976$94,783$13,540iApproximate average salary by contribution assumption: employee only about $338,511 at 4% or $225,674 at 6%; with 50% employer match about $225,674 at 4% or $150,449 at 6%; with 100% employer match about $169,255 at 4% or $112,837 at 6%.
201217$719,965$101,352$14,479iApproximate average salary by contribution assumption: employee only about $361,971 at 4% or $241,314 at 6%; with 50% employer match about $241,314 at 4% or $160,876 at 6%; with 100% employer match about $180,986 at 4% or $120,657 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-7$719,965$101,352$14,479iApproximate average salary by contribution assumption: employee only about $361,971 at 4% or $241,314 at 6%; with 50% employer match about $241,314 at 4% or $160,876 at 6%; with 100% employer match about $180,986 at 4% or $120,657 at 6%.
201116$624,664$85,664$14,277iApproximate average salary by contribution assumption: employee only about $356,933 at 4% or $237,956 at 6%; with 50% employer match about $237,956 at 4% or $158,637 at 6%; with 100% employer match about $178,467 at 4% or $118,978 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-6$624,664$85,664$14,277iApproximate average salary by contribution assumption: employee only about $356,933 at 4% or $237,956 at 6%; with 50% employer match about $237,956 at 4% or $158,637 at 6%; with 100% employer match about $178,467 at 4% or $118,978 at 6%.
201017$685,801$93,805$13,401iApproximate average salary by contribution assumption: employee only about $335,018 at 4% or $223,345 at 6%; with 50% employer match about $223,345 at 4% or $148,897 at 6%; with 100% employer match about $167,509 at 4% or $111,673 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-7$685,801$93,805$13,401iApproximate average salary by contribution assumption: employee only about $335,018 at 4% or $223,345 at 6%; with 50% employer match about $223,345 at 4% or $148,897 at 6%; with 100% employer match about $167,509 at 4% or $111,673 at 6%.
200917$549,420$89,785$12,826iApproximate average salary by contribution assumption: employee only about $320,661 at 4% or $213,774 at 6%; with 50% employer match about $213,774 at 4% or $142,516 at 6%; with 100% employer match about $160,330 at 4% or $106,887 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-7$549,420$89,785$12,826iApproximate average salary by contribution assumption: employee only about $320,661 at 4% or $213,774 at 6%; with 50% employer match about $213,774 at 4% or $142,516 at 6%; with 100% employer match about $160,330 at 4% or $106,887 at 6%.
200817$281,532$56,952$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-7$281,532$56,952$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
200714$341,040$51,454$12,864iApproximate average salary by contribution assumption: employee only about $321,588 at 4% or $214,392 at 6%; with 50% employer match about $214,392 at 4% or $142,928 at 6%; with 100% employer match about $160,794 at 4% or $107,196 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-4$341,040$51,454$12,864iApproximate average salary by contribution assumption: employee only about $321,588 at 4% or $214,392 at 6%; with 50% employer match about $214,392 at 4% or $142,928 at 6%; with 100% employer match about $160,794 at 4% or $107,196 at 6%.
200634$263,831$51,623$12,906iApproximate average salary by contribution assumption: employee only about $322,644 at 4% or $215,096 at 6%; with 50% employer match about $215,096 at 4% or $143,397 at 6%; with 100% employer match about $161,322 at 4% or $107,548 at 6%.
JAMES A. OLSON, D.D.S. RETIREMENT PLAN-4$263,831$51,623$12,906iApproximate average salary by contribution assumption: employee only about $322,644 at 4% or $215,096 at 6%; with 50% employer match about $215,096 at 4% or $143,397 at 6%; with 100% employer match about $161,322 at 4% or $107,548 at 6%.
James a. Olson, D.D.S., Profit Sharing Plan-0---
James a. Olson, D.D.S., Money Purchase Pension Plan-0---
200533$222,804$44,827$14,942iApproximate average salary by contribution assumption: employee only about $373,558 at 4% or $249,039 at 6%; with 50% employer match about $249,039 at 4% or $166,026 at 6%; with 100% employer match about $186,779 at 4% or $124,519 at 6%.
JAMES A OLSON, D.D.S. RETIREMENT PLAN-2$201,962$44,827$22,414iApproximate average salary by contribution assumption: employee only about $560,338 at 4% or $373,558 at 6%; with 50% employer match about $373,558 at 4% or $249,039 at 6%; with 100% employer match about $280,169 at 4% or $186,779 at 6%.
James a. Olson, D.D.S., Profit Sharing Plan-3$17,816--
James a. Olson, D.D.S., Money Purchase Pension Plan-2$3,026--
200434$1,452,097$43,715$10,929iApproximate average salary by contribution assumption: employee only about $273,219 at 4% or $182,146 at 6%; with 50% employer match about $182,146 at 4% or $121,431 at 6%; with 100% employer match about $136,609 at 4% or $91,073 at 6%.
James a. Olson, D.D.S., Money Purchase Pension Plan-3$682,498--
James a. Olson, D.D.S., Profit Sharing Plan-4$622,248--
JAMES A OLSON, D.D.S. RETIREMENT PLAN-2$147,351$43,715$21,858iApproximate average salary by contribution assumption: employee only about $546,438 at 4% or $364,292 at 6%; with 50% employer match about $364,292 at 4% or $242,861 at 6%; with 100% employer match about $273,219 at 4% or $182,146 at 6%.
200334$1,287,619$42,911$10,728iApproximate average salary by contribution assumption: employee only about $268,194 at 4% or $178,796 at 6%; with 50% employer match about $178,796 at 4% or $119,197 at 6%; with 100% employer match about $134,097 at 4% or $89,398 at 6%.
James a. Olson, D.D.S., Money Purchase Pension Plan-3$626,379--
James a. Olson, D.D.S., Profit Sharing Plan-4$570,544--
JAMES A OLSON, D.D.S. RETIREMENT PLAN-3$90,696$42,911$14,304iApproximate average salary by contribution assumption: employee only about $357,592 at 4% or $238,394 at 6%; with 50% employer match about $238,394 at 4% or $158,930 at 6%; with 100% employer match about $178,796 at 4% or $119,197 at 6%.
200234$1,085,422$45,554$11,389iApproximate average salary by contribution assumption: employee only about $284,713 at 4% or $189,808 at 6%; with 50% employer match about $189,808 at 4% or $126,539 at 6%; with 100% employer match about $142,356 at 4% or $94,904 at 6%.
James a. Olson, D.D.S., Money Purchase Pension Plan-3$521,003--
James a. Olson, D.D.S., Profit Sharing Plan-4$518,865--
JAMES A OLSON, D.D.S. RETIREMENT PLAN-3$45,554$45,554$15,185iApproximate average salary by contribution assumption: employee only about $379,617 at 4% or $253,078 at 6%; with 50% employer match about $253,078 at 4% or $168,719 at 6%; with 100% employer match about $189,808 at 4% or $126,539 at 6%.
200114$0$0-
James a. Olson, D.D.S., Profit Sharing Plan-4---
200024$0$0-
James a. Olson, D.D.S., Money Purchase Pension Plan-3---
James a. Olson, D.D.S., Profit Sharing Plan-4---
199924$1,306,247$39,864$9,966iApproximate average salary by contribution assumption: employee only about $249,150 at 4% or $166,100 at 6%; with 50% employer match about $166,100 at 4% or $110,733 at 6%; with 100% employer match about $124,575 at 4% or $83,050 at 6%.
James a. Olson, D.D.S., Money Purchase Pension Plan-3$691,587$18,367$6,122iApproximate average salary by contribution assumption: employee only about $153,058 at 4% or $102,039 at 6%; with 50% employer match about $102,039 at 4% or $68,026 at 6%; with 100% employer match about $76,529 at 4% or $51,019 at 6%.
James a. Olson, D.D.S., Profit Sharing Plan-4$614,660$21,497$5,374iApproximate average salary by contribution assumption: employee only about $134,356 at 4% or $89,571 at 6%; with 50% employer match about $89,571 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,785 at 6%.