Civic Intelligence

Robert E. Olson, Jr., a Sole Proprietorship

Plan context: Robert E. Olson, Jr. Defined Benefit Pension Plan and Trust

EIN 94-3330046 • Orinda, CA • 4 filings • 2 plans

8 Camino Encinas, #100Orinda, CA 94563
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$948,723

2013 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$948,723$474,362$019992013YearValue
$948,723Latest year 2013

Participants Over Time

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

110199920022013YearValue
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
201311$948,723$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Robert E. Olson, Jr. Defined Benefit Pension Plan and Trust-1$948,723$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200211$0$0-
Robert E. Olson, Jr. Defined Benefit Pension Plan and Trust-1---
200111$0$0-
Robert E. Olson, Jr. Defined Benefit Pension Plan and Trust-1---
199911$89,067$89,067$89,067iApproximate average salary by contribution assumption: employee only about $2,226,675 at 4% or $1,484,450 at 6%; with 50% employer match about $1,484,450 at 4% or $989,633 at 6%; with 100% employer match about $1,113,338 at 4% or $742,225 at 6%.
Robert E. Olson, Jr. Defined Benefit Pension Plan and Trust-1$89,067$89,067$89,067iApproximate average salary by contribution assumption: employee only about $2,226,675 at 4% or $1,484,450 at 6%; with 50% employer match about $1,484,450 at 4% or $989,633 at 6%; with 100% employer match about $1,113,338 at 4% or $742,225 at 6%.