Civic Intelligence

Nancy Oakes, a Sole Proprietorship

Plan context: Nancy Oakes Money Purchase Pension Plan

EIN 94-3196727 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$290,995

2003 Contributions

$34,167

Historical Graphs

Total Assets Over Time

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

$290,995$145,498$019992003YearValue
$290,995Latest year 2003

Participants Over Time

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

110199920012003YearValue
1Latest year 2003

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
200311$290,995$34,167$34,167iApproximate average salary by contribution assumption: employee only about $854,175 at 4% or $569,450 at 6%; with 50% employer match about $569,450 at 4% or $379,633 at 6%; with 100% employer match about $427,088 at 4% or $284,725 at 6%.
Nancy Oakes Money Purchase Pension Plan-1$290,995$34,167$34,167iApproximate average salary by contribution assumption: employee only about $854,175 at 4% or $569,450 at 6%; with 50% employer match about $569,450 at 4% or $379,633 at 6%; with 100% employer match about $427,088 at 4% or $284,725 at 6%.
200211$0$0-
Nancy Oakes Money Purchase Pension Plan-1---
200111$0$0-
Nancy Oakes Money Purchase Pension Plan-1---
200011$0$0-
Nancy Oakes Money Purchase Pension Plan-1---
199911$162,642$29,199$29,199iApproximate average salary by contribution assumption: employee only about $729,975 at 4% or $486,650 at 6%; with 50% employer match about $486,650 at 4% or $324,433 at 6%; with 100% employer match about $364,988 at 4% or $243,325 at 6%.
Nancy Oakes Money Purchase Pension Plan-1$162,642$29,199$29,199iApproximate average salary by contribution assumption: employee only about $729,975 at 4% or $486,650 at 6%; with 50% employer match about $486,650 at 4% or $324,433 at 6%; with 100% employer match about $364,988 at 4% or $243,325 at 6%.