Olwell Associates LLC
Plan context: Olwell Associates LLC Money Purchase Pension Plan and Trust
EIN 94-3314950 • 9 filings • 4 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$229,284
2002 Contributions
$26,881
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 2 | $229,284 | $26,881 | $13,441iApproximate average salary by contribution assumption: employee only about $336,013 at 4% or $224,008 at 6%; with 50% employer match about $224,008 at 4% or $149,339 at 6%; with 100% employer match about $168,006 at 4% or $112,004 at 6%. |
| Olwell Associates LLC Money Purchase Pension Plan and Trust | - | 2 | $138,437 | $17,931 | $8,966iApproximate average salary by contribution assumption: employee only about $224,138 at 4% or $149,425 at 6%; with 50% employer match about $149,425 at 4% or $99,617 at 6%; with 100% employer match about $112,069 at 4% or $74,713 at 6%. |
| Olwell Associates LLC Profit Sharing Plan and Trust | - | 2 | $90,847 | $8,950 | $4,475iApproximate average salary by contribution assumption: employee only about $111,875 at 4% or $74,583 at 6%; with 50% employer match about $74,583 at 4% or $49,722 at 6%; with 100% employer match about $55,938 at 4% or $37,292 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Olwell Associates LLC Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| Olwell Associates LLC Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 3 | 2 | $326,265 | $17,978 | $8,989iApproximate average salary by contribution assumption: employee only about $224,725 at 4% or $149,817 at 6%; with 50% employer match about $149,817 at 4% or $99,878 at 6%; with 100% employer match about $112,363 at 4% or $74,908 at 6%. |
| Olwell Associates LLC Money Purchase Pension Plan and Trust | - | 2 | $218,005 | $17,978 | $8,989iApproximate average salary by contribution assumption: employee only about $224,725 at 4% or $149,817 at 6%; with 50% employer match about $149,817 at 4% or $99,878 at 6%; with 100% employer match about $112,363 at 4% or $74,908 at 6%. |
| Olwell Associates LLC Profit Sharing Plan and Trust | - | 2 | $108,260 | - | - |
| Olwell Associates LLC Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| 1999 | 2 | 2 | $445,203 | $27,918 | $13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%. |
| Olwell Associates LLC Money Purchase Pension Plan and Trust | - | 2 | $295,009 | $27,918 | $13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%. |
| Olwell Associates LLC Profit Sharing Plan and Trust | - | 2 | $150,194 | - | - |