Oak Point Associates
Plan context: Oak Point Associates 401K Plan
EIN 01-0365316 • Biddeford, ME • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
91
2024 Assets
$29,529,148
2024 Contributions
$1,131,650
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 91 | $29,529,148 | $1,131,650 | $12,436iApproximate average salary by contribution assumption: employee only about $310,893 at 4% or $207,262 at 6%; with 50% employer match about $207,262 at 4% or $138,175 at 6%; with 100% employer match about $155,446 at 4% or $103,631 at 6%. |
| Oak Point Associates 401K Plan | - | 91 | $29,529,148 | $1,131,650 | $12,436iApproximate average salary by contribution assumption: employee only about $310,893 at 4% or $207,262 at 6%; with 50% employer match about $207,262 at 4% or $138,175 at 6%; with 100% employer match about $155,446 at 4% or $103,631 at 6%. |
| 2023 | 1 | 76 | $25,475,911 | $958,377 | $12,610iApproximate average salary by contribution assumption: employee only about $315,256 at 4% or $210,170 at 6%; with 50% employer match about $210,170 at 4% or $140,114 at 6%; with 100% employer match about $157,628 at 4% or $105,085 at 6%. |
| Oak Point Associates 401K Plan | - | 76 | $25,475,911 | $958,377 | $12,610iApproximate average salary by contribution assumption: employee only about $315,256 at 4% or $210,170 at 6%; with 50% employer match about $210,170 at 4% or $140,114 at 6%; with 100% employer match about $157,628 at 4% or $105,085 at 6%. |
| 2022 | 1 | 74 | $20,207,430 | $1,057,954 | $14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,708 at 4% or $119,139 at 6%. |
| Oak Point Associates 401K Plan | - | 74 | $20,207,430 | $1,057,954 | $14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,708 at 4% or $119,139 at 6%. |
| 2021 | 1 | 74 | $24,217,572 | $900,810 | $12,173iApproximate average salary by contribution assumption: employee only about $304,328 at 4% or $202,885 at 6%; with 50% employer match about $202,885 at 4% or $135,257 at 6%; with 100% employer match about $152,164 at 4% or $101,443 at 6%. |
| Oak Point Associates 401K Plan | - | 74 | $24,217,572 | $900,810 | $12,173iApproximate average salary by contribution assumption: employee only about $304,328 at 4% or $202,885 at 6%; with 50% employer match about $202,885 at 4% or $135,257 at 6%; with 100% employer match about $152,164 at 4% or $101,443 at 6%. |
| 2020 | 1 | 75 | $20,950,051 | $886,584 | $11,821iApproximate average salary by contribution assumption: employee only about $295,528 at 4% or $197,019 at 6%; with 50% employer match about $197,019 at 4% or $131,346 at 6%; with 100% employer match about $147,764 at 4% or $98,509 at 6%. |
| Oak Point Associates 401K Plan | - | 75 | $20,950,051 | $886,584 | $11,821iApproximate average salary by contribution assumption: employee only about $295,528 at 4% or $197,019 at 6%; with 50% employer match about $197,019 at 4% or $131,346 at 6%; with 100% employer match about $147,764 at 4% or $98,509 at 6%. |
| 2019 | 1 | 71 | $17,061,837 | $685,972 | $9,662iApproximate average salary by contribution assumption: employee only about $241,539 at 4% or $161,026 at 6%; with 50% employer match about $161,026 at 4% or $107,351 at 6%; with 100% employer match about $120,770 at 4% or $80,513 at 6%. |
| Oak Point Associates 401K Plan | - | 71 | $17,061,837 | $685,972 | $9,662iApproximate average salary by contribution assumption: employee only about $241,539 at 4% or $161,026 at 6%; with 50% employer match about $161,026 at 4% or $107,351 at 6%; with 100% employer match about $120,770 at 4% or $80,513 at 6%. |
| 2018 | 1 | 75 | $13,445,551 | $841,830 | $11,224iApproximate average salary by contribution assumption: employee only about $280,610 at 4% or $187,073 at 6%; with 50% employer match about $187,073 at 4% or $124,716 at 6%; with 100% employer match about $140,305 at 4% or $93,537 at 6%. |
| Oak Point Associates 401K Plan | - | 75 | $13,445,551 | $841,830 | $11,224iApproximate average salary by contribution assumption: employee only about $280,610 at 4% or $187,073 at 6%; with 50% employer match about $187,073 at 4% or $124,716 at 6%; with 100% employer match about $140,305 at 4% or $93,537 at 6%. |
| 2017 | 1 | 82 | $13,918,667 | $660,735 | $8,058iApproximate average salary by contribution assumption: employee only about $201,444 at 4% or $134,296 at 6%; with 50% employer match about $134,296 at 4% or $89,530 at 6%; with 100% employer match about $100,722 at 4% or $67,148 at 6%. |
| Oak Point Associates 401K Plan | - | 82 | $13,918,667 | $660,735 | $8,058iApproximate average salary by contribution assumption: employee only about $201,444 at 4% or $134,296 at 6%; with 50% employer match about $134,296 at 4% or $89,530 at 6%; with 100% employer match about $100,722 at 4% or $67,148 at 6%. |
| 2016 | 1 | 78 | $11,366,954 | $464,496 | $5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%. |
| Oak Point Associates 401K Plan | - | 78 | $11,366,954 | $464,496 | $5,955iApproximate average salary by contribution assumption: employee only about $148,877 at 4% or $99,251 at 6%; with 50% employer match about $99,251 at 4% or $66,168 at 6%; with 100% employer match about $74,438 at 4% or $49,626 at 6%. |
| 2015 | 1 | 70 | $9,905,080 | $424,850 | $6,069iApproximate average salary by contribution assumption: employee only about $151,732 at 4% or $101,155 at 6%; with 50% employer match about $101,155 at 4% or $67,437 at 6%; with 100% employer match about $75,866 at 4% or $50,577 at 6%. |
| Oak Point Associates 401K Plan | - | 70 | $9,905,080 | $424,850 | $6,069iApproximate average salary by contribution assumption: employee only about $151,732 at 4% or $101,155 at 6%; with 50% employer match about $101,155 at 4% or $67,437 at 6%; with 100% employer match about $75,866 at 4% or $50,577 at 6%. |
| 2014 | 1 | 86 | $9,903,896 | $510,170 | $5,932iApproximate average salary by contribution assumption: employee only about $148,305 at 4% or $98,870 at 6%; with 50% employer match about $98,870 at 4% or $65,913 at 6%; with 100% employer match about $74,153 at 4% or $49,435 at 6%. |
| Oak Point Associates 401K Plan | - | 86 | $9,903,896 | $510,170 | $5,932iApproximate average salary by contribution assumption: employee only about $148,305 at 4% or $98,870 at 6%; with 50% employer match about $98,870 at 4% or $65,913 at 6%; with 100% employer match about $74,153 at 4% or $49,435 at 6%. |
| 2013 | 1 | 93 | $9,486,914 | $626,582 | $6,737iApproximate average salary by contribution assumption: employee only about $168,436 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,860 at 6%; with 100% employer match about $84,218 at 4% or $56,145 at 6%. |
| Oak Point Associates 401K Plan | - | 93 | $9,486,914 | $626,582 | $6,737iApproximate average salary by contribution assumption: employee only about $168,436 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,860 at 6%; with 100% employer match about $84,218 at 4% or $56,145 at 6%. |
| 2012 | 1 | 91 | $7,300,781 | $675,688 | $7,425iApproximate average salary by contribution assumption: employee only about $185,629 at 4% or $123,752 at 6%; with 50% employer match about $123,752 at 4% or $82,502 at 6%; with 100% employer match about $92,814 at 4% or $61,876 at 6%. |
| Oak Point Associates 401K Plan | - | 91 | $7,300,781 | $675,688 | $7,425iApproximate average salary by contribution assumption: employee only about $185,629 at 4% or $123,752 at 6%; with 50% employer match about $123,752 at 4% or $82,502 at 6%; with 100% employer match about $92,814 at 4% or $61,876 at 6%. |
| 2011 | 1 | 95 | $5,976,430 | $784,287 | $8,256iApproximate average salary by contribution assumption: employee only about $206,391 at 4% or $137,594 at 6%; with 50% employer match about $137,594 at 4% or $91,729 at 6%; with 100% employer match about $103,196 at 4% or $68,797 at 6%. |
| Oak Point Associates 401K Plan | - | 95 | $5,976,430 | $784,287 | $8,256iApproximate average salary by contribution assumption: employee only about $206,391 at 4% or $137,594 at 6%; with 50% employer match about $137,594 at 4% or $91,729 at 6%; with 100% employer match about $103,196 at 4% or $68,797 at 6%. |
| 2010 | 1 | 99 | $5,824,834 | $892,496 | $9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%. |
| Oak Point Associates 401K Plan | - | 99 | $5,824,834 | $892,496 | $9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%. |
| 2009 | 1 | 86 | $4,416,712 | $740,130 | $8,606iApproximate average salary by contribution assumption: employee only about $215,154 at 4% or $143,436 at 6%; with 50% employer match about $143,436 at 4% or $95,624 at 6%; with 100% employer match about $107,577 at 4% or $71,718 at 6%. |
| Oak Point Associates 401K Plan | - | 86 | $4,416,712 | $740,130 | $8,606iApproximate average salary by contribution assumption: employee only about $215,154 at 4% or $143,436 at 6%; with 50% employer match about $143,436 at 4% or $95,624 at 6%; with 100% employer match about $107,577 at 4% or $71,718 at 6%. |
| 2008 | 1 | 72 | $0 | $0 | - |
| Oak Point Associates 401K Plan | - | 72 | - | - | - |
| 2007 | 1 | 68 | $0 | $0 | - |
| Oak Point Associates 401K Plan | - | 68 | - | - | - |
| 2006 | 1 | 69 | $3,564,530 | $581,902 | $8,433iApproximate average salary by contribution assumption: employee only about $210,834 at 4% or $140,556 at 6%; with 50% employer match about $140,556 at 4% or $93,704 at 6%; with 100% employer match about $105,417 at 4% or $70,278 at 6%. |
| Oak Point Associates 401K Plan | - | 69 | $3,564,530 | $581,902 | $8,433iApproximate average salary by contribution assumption: employee only about $210,834 at 4% or $140,556 at 6%; with 50% employer match about $140,556 at 4% or $93,704 at 6%; with 100% employer match about $105,417 at 4% or $70,278 at 6%. |
| 2005 | 1 | 66 | $2,622,836 | $427,386 | $6,476iApproximate average salary by contribution assumption: employee only about $161,889 at 4% or $107,926 at 6%; with 50% employer match about $107,926 at 4% or $71,951 at 6%; with 100% employer match about $80,944 at 4% or $53,963 at 6%. |
| Oak Point Associates 401K Plan | - | 66 | $2,622,836 | $427,386 | $6,476iApproximate average salary by contribution assumption: employee only about $161,889 at 4% or $107,926 at 6%; with 50% employer match about $107,926 at 4% or $71,951 at 6%; with 100% employer match about $80,944 at 4% or $53,963 at 6%. |
| 2004 | 1 | 64 | $2,073,935 | $420,451 | $6,570iApproximate average salary by contribution assumption: employee only about $164,239 at 4% or $109,492 at 6%; with 50% employer match about $109,492 at 4% or $72,995 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%. |
| Oak Point Associates 401K Plan | - | 64 | $2,073,935 | $420,451 | $6,570iApproximate average salary by contribution assumption: employee only about $164,239 at 4% or $109,492 at 6%; with 50% employer match about $109,492 at 4% or $72,995 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%. |
| 2003 | 1 | 63 | $1,492,956 | $322,477 | $5,119iApproximate average salary by contribution assumption: employee only about $127,967 at 4% or $85,311 at 6%; with 50% employer match about $85,311 at 4% or $56,874 at 6%; with 100% employer match about $63,984 at 4% or $42,656 at 6%. |
| Oak Point Associates 401K Plan | - | 63 | $1,492,956 | $322,477 | $5,119iApproximate average salary by contribution assumption: employee only about $127,967 at 4% or $85,311 at 6%; with 50% employer match about $85,311 at 4% or $56,874 at 6%; with 100% employer match about $63,984 at 4% or $42,656 at 6%. |
| 2002 | 1 | 64 | $964,667 | $293,574 | $4,587iApproximate average salary by contribution assumption: employee only about $114,677 at 4% or $76,452 at 6%; with 50% employer match about $76,452 at 4% or $50,968 at 6%; with 100% employer match about $57,339 at 4% or $38,226 at 6%. |
| Oak Point Associates 401K Plan | - | 64 | $964,667 | $293,574 | $4,587iApproximate average salary by contribution assumption: employee only about $114,677 at 4% or $76,452 at 6%; with 50% employer match about $76,452 at 4% or $50,968 at 6%; with 100% employer match about $57,339 at 4% or $38,226 at 6%. |
| 2001 | 1 | 44 | $876,929 | $294,047 | $6,683iApproximate average salary by contribution assumption: employee only about $167,072 at 4% or $111,381 at 6%; with 50% employer match about $111,381 at 4% or $74,254 at 6%; with 100% employer match about $83,536 at 4% or $55,691 at 6%. |
| Oak Point Associates 401K Plan | - | 44 | $876,929 | $294,047 | $6,683iApproximate average salary by contribution assumption: employee only about $167,072 at 4% or $111,381 at 6%; with 50% employer match about $111,381 at 4% or $74,254 at 6%; with 100% employer match about $83,536 at 4% or $55,691 at 6%. |
| 2000 | 1 | 39 | $688,719 | $229,603 | $5,887iApproximate average salary by contribution assumption: employee only about $147,181 at 4% or $98,121 at 6%; with 50% employer match about $98,121 at 4% or $65,414 at 6%; with 100% employer match about $73,591 at 4% or $49,060 at 6%. |
| Oak Point Associates 401K Plan | - | 39 | $688,719 | $229,603 | $5,887iApproximate average salary by contribution assumption: employee only about $147,181 at 4% or $98,121 at 6%; with 50% employer match about $98,121 at 4% or $65,414 at 6%; with 100% employer match about $73,591 at 4% or $49,060 at 6%. |
| 1999 | 1 | 34 | $590,155 | $166,045 | $4,884iApproximate average salary by contribution assumption: employee only about $122,092 at 4% or $81,395 at 6%; with 50% employer match about $81,395 at 4% or $54,263 at 6%; with 100% employer match about $61,046 at 4% or $40,697 at 6%. |
| Oak Point Associates 401K Plan | - | 34 | $590,155 | $166,045 | $4,884iApproximate average salary by contribution assumption: employee only about $122,092 at 4% or $81,395 at 6%; with 50% employer match about $81,395 at 4% or $54,263 at 6%; with 100% employer match about $61,046 at 4% or $40,697 at 6%. |