White Oak Management
Plan context: White Oak Management Profit Sharing 401(K) Plan
EIN 02-0637564 • Provo, UT • 11 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$826,053
2013 Contributions
$434
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| White Oak Management Profit Sharing 401(K) Plan | - | 0 | - | - | - |
| 2012 | 1 | 3 | $826,053 | $434 | $145iApproximate average salary by contribution assumption: employee only about $3,617 at 4% or $2,411 at 6%; with 50% employer match about $2,411 at 4% or $1,607 at 6%; with 100% employer match about $1,808 at 4% or $1,206 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 3 | $826,053 | $434 | $145iApproximate average salary by contribution assumption: employee only about $3,617 at 4% or $2,411 at 6%; with 50% employer match about $2,411 at 4% or $1,607 at 6%; with 100% employer match about $1,808 at 4% or $1,206 at 6%. |
| 2011 | 1 | 4 | $782,989 | $67,796 | $16,949iApproximate average salary by contribution assumption: employee only about $423,725 at 4% or $282,483 at 6%; with 50% employer match about $282,483 at 4% or $188,322 at 6%; with 100% employer match about $211,863 at 4% or $141,242 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 4 | $782,989 | $67,796 | $16,949iApproximate average salary by contribution assumption: employee only about $423,725 at 4% or $282,483 at 6%; with 50% employer match about $282,483 at 4% or $188,322 at 6%; with 100% employer match about $211,863 at 4% or $141,242 at 6%. |
| 2010 | 1 | 5 | $696,938 | $58,625 | $11,725iApproximate average salary by contribution assumption: employee only about $293,125 at 4% or $195,417 at 6%; with 50% employer match about $195,417 at 4% or $130,278 at 6%; with 100% employer match about $146,563 at 4% or $97,708 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 5 | $696,938 | $58,625 | $11,725iApproximate average salary by contribution assumption: employee only about $293,125 at 4% or $195,417 at 6%; with 50% employer match about $195,417 at 4% or $130,278 at 6%; with 100% employer match about $146,563 at 4% or $97,708 at 6%. |
| 2009 | 1 | 5 | $577,022 | $58,580 | $11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 5 | $577,022 | $58,580 | $11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%. |
| 2008 | 1 | 5 | $476,249 | $57,953 | $11,591iApproximate average salary by contribution assumption: employee only about $289,765 at 4% or $193,177 at 6%; with 50% employer match about $193,177 at 4% or $128,784 at 6%; with 100% employer match about $144,883 at 4% or $96,588 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 5 | $476,249 | $57,953 | $11,591iApproximate average salary by contribution assumption: employee only about $289,765 at 4% or $193,177 at 6%; with 50% employer match about $193,177 at 4% or $128,784 at 6%; with 100% employer match about $144,883 at 4% or $96,588 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| White Oak Management Profit Sharing 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $352,846 | $80,003 | $16,001iApproximate average salary by contribution assumption: employee only about $400,015 at 4% or $266,677 at 6%; with 50% employer match about $266,677 at 4% or $177,784 at 6%; with 100% employer match about $200,008 at 4% or $133,338 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 5 | $352,846 | $80,003 | $16,001iApproximate average salary by contribution assumption: employee only about $400,015 at 4% or $266,677 at 6%; with 50% employer match about $266,677 at 4% or $177,784 at 6%; with 100% employer match about $200,008 at 4% or $133,338 at 6%. |
| 2005 | 1 | 4 | $268,240 | $78,870 | $19,718iApproximate average salary by contribution assumption: employee only about $492,938 at 4% or $328,625 at 6%; with 50% employer match about $328,625 at 4% or $219,083 at 6%; with 100% employer match about $246,469 at 4% or $164,313 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 4 | $268,240 | $78,870 | $19,718iApproximate average salary by contribution assumption: employee only about $492,938 at 4% or $328,625 at 6%; with 50% employer match about $328,625 at 4% or $219,083 at 6%; with 100% employer match about $246,469 at 4% or $164,313 at 6%. |
| 2004 | 1 | 4 | $183,022 | $70,910 | $17,728iApproximate average salary by contribution assumption: employee only about $443,188 at 4% or $295,458 at 6%; with 50% employer match about $295,458 at 4% or $196,972 at 6%; with 100% employer match about $221,594 at 4% or $147,729 at 6%. |
| White Oak Management Profit Sharing 401(K) Plan | - | 4 | $183,022 | $70,910 | $17,728iApproximate average salary by contribution assumption: employee only about $443,188 at 4% or $295,458 at 6%; with 50% employer match about $295,458 at 4% or $196,972 at 6%; with 100% employer match about $221,594 at 4% or $147,729 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| White Oak Management Profit Sharing 401(K) Plan | - | 3 | - | - | - |