Palius & Okelley LLP Cpas
Plan context: Palius & Okelley Profit Sharing Plan
EIN 95-3855252 • Santa Barbara, CA • 19 filings • 9 plans
Current Snapshot
Latest Year
2012
2012 Participants
7
2012 Assets
$223,256
2012 Contributions
$3,900
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 7 | $223,256 | $3,900 | $557iApproximate average salary by contribution assumption: employee only about $13,929 at 4% or $9,286 at 6%; with 50% employer match about $9,286 at 4% or $6,190 at 6%; with 100% employer match about $6,964 at 4% or $4,643 at 6%. |
| Palius & Okelley Profit Sharing Plan | - | 7 | $223,256 | $3,900 | $557iApproximate average salary by contribution assumption: employee only about $13,929 at 4% or $9,286 at 6%; with 50% employer match about $9,286 at 4% or $6,190 at 6%; with 100% employer match about $6,964 at 4% or $4,643 at 6%. |
| 2011 | 1 | 7 | $201,514 | $6,871 | $982iApproximate average salary by contribution assumption: employee only about $24,539 at 4% or $16,360 at 6%; with 50% employer match about $16,360 at 4% or $10,906 at 6%; with 100% employer match about $12,270 at 4% or $8,180 at 6%. |
| Palius & Okelley Profit Sharing Plan | - | 7 | $201,514 | $6,871 | $982iApproximate average salary by contribution assumption: employee only about $24,539 at 4% or $16,360 at 6%; with 50% employer match about $16,360 at 4% or $10,906 at 6%; with 100% employer match about $12,270 at 4% or $8,180 at 6%. |
| 2010 | 1 | 11 | $249,018 | $28,355 | $2,578iApproximate average salary by contribution assumption: employee only about $64,443 at 4% or $42,962 at 6%; with 50% employer match about $42,962 at 4% or $28,641 at 6%; with 100% employer match about $32,222 at 4% or $21,481 at 6%. |
| Palius & Okelley Profit Sharing Plan | - | 11 | $249,018 | $28,355 | $2,578iApproximate average salary by contribution assumption: employee only about $64,443 at 4% or $42,962 at 6%; with 50% employer match about $42,962 at 4% or $28,641 at 6%; with 100% employer match about $32,222 at 4% or $21,481 at 6%. |
| 2009 | 1 | 12 | $203,004 | $10,967 | $914iApproximate average salary by contribution assumption: employee only about $22,848 at 4% or $15,232 at 6%; with 50% employer match about $15,232 at 4% or $10,155 at 6%; with 100% employer match about $11,424 at 4% or $7,616 at 6%. |
| Palius & Okelley Profit Sharing Plan | - | 12 | $203,004 | $10,967 | $914iApproximate average salary by contribution assumption: employee only about $22,848 at 4% or $15,232 at 6%; with 50% employer match about $15,232 at 4% or $10,155 at 6%; with 100% employer match about $11,424 at 4% or $7,616 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $89,519 | $65,676 | $13,135iApproximate average salary by contribution assumption: employee only about $328,380 at 4% or $218,920 at 6%; with 50% employer match about $218,920 at 4% or $145,947 at 6%; with 100% employer match about $164,190 at 4% or $109,460 at 6%. |
| Palius & Okelley Profit Sharing Plan | - | 5 | $89,519 | $65,676 | $13,135iApproximate average salary by contribution assumption: employee only about $328,380 at 4% or $218,920 at 6%; with 50% employer match about $218,920 at 4% or $145,947 at 6%; with 100% employer match about $164,190 at 4% or $109,460 at 6%. |
| 2005 | 1 | 5 | $20,923 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 5 | $20,923 | - | - |
| 2004 | 1 | 5 | $20,457 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 5 | $20,457 | - | - |
| 2003 | 2 | 4 | $18,672 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 4 | $18,672 | - | - |
| Palius & Okelley Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 4 | $12,005 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 4 | $12,005 | - | - |
| Palius & Okelley Money Purchase Pension Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Palius & Okelley Money Purchase Pension Plan | - | 2 | - | - | - |
| Palius & Okelley Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Palius & Okelley Profit Sharing Plan | - | 3 | - | - | - |
| Palius & Okelley Money Purchase Pension Plan | - | 3 | - | - | - |
| 1999 | 2 | 4 | $27,324 | $5,300 | $1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%. |
| Palius & Okelley Money Purchase Pension Plan | - | 4 | $17,664 | - | - |
| Palius & Okelley Profit Sharing Plan | - | 4 | $9,660 | $5,300 | $1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%. |