Civic Intelligence

White Oak Associates Inc.

Plan context: White Oak Associates Inc. Profit Sharing Plan

EIN 04-2807807 • Marblehead, MA • 16 filings • 1 plans

PO Box 116417 Essex StreetMarblehead, MA 01945
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$854,721

2014 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$854,721$427,361$0199920062013YearValue
$854,721Latest year 2013

Participants Over Time

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

630199920062013YearValue
4Latest 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
201410$0$0-
White Oak Associates Inc. Profit Sharing Plan-0$0--
201314$854,721$0-
White Oak Associates Inc. Profit Sharing Plan-4$854,721--
201214$763,520$0-
White Oak Associates Inc. Profit Sharing Plan-4$763,520--
201115$743,742$0-
White Oak Associates Inc. Profit Sharing Plan-5$743,742--
201015$761,226$0-
White Oak Associates Inc. Profit Sharing Plan-5$761,226--
200915$682,336$0-
White Oak Associates Inc. Profit Sharing Plan-5$682,336--
200815$573,151$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
White Oak Associates Inc. Profit Sharing Plan-5$573,151$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200715$0$0-
White Oak Associates Inc. Profit Sharing Plan-5---
200614$651,731$65,822$16,456iApproximate average salary by contribution assumption: employee only about $411,388 at 4% or $274,258 at 6%; with 50% employer match about $274,258 at 4% or $182,839 at 6%; with 100% employer match about $205,694 at 4% or $137,129 at 6%.
White Oak Associates Inc. Profit Sharing Plan-4$651,731$65,822$16,456iApproximate average salary by contribution assumption: employee only about $411,388 at 4% or $274,258 at 6%; with 50% employer match about $274,258 at 4% or $182,839 at 6%; with 100% employer match about $205,694 at 4% or $137,129 at 6%.
200514$542,808$38,869$9,717iApproximate average salary by contribution assumption: employee only about $242,931 at 4% or $161,954 at 6%; with 50% employer match about $161,954 at 4% or $107,969 at 6%; with 100% employer match about $121,466 at 4% or $80,977 at 6%.
White Oak Associates Inc. Profit Sharing Plan-4$542,808$38,869$9,717iApproximate average salary by contribution assumption: employee only about $242,931 at 4% or $161,954 at 6%; with 50% employer match about $161,954 at 4% or $107,969 at 6%; with 100% employer match about $121,466 at 4% or $80,977 at 6%.
200415$479,426$41,120$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
White Oak Associates Inc. Profit Sharing Plan-5$479,426$41,120$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
200315$414,669$79,963$15,993iApproximate average salary by contribution assumption: employee only about $399,815 at 4% or $266,543 at 6%; with 50% employer match about $266,543 at 4% or $177,696 at 6%; with 100% employer match about $199,908 at 4% or $133,272 at 6%.
White Oak Associates Inc. Profit Sharing Plan-5$414,669$79,963$15,993iApproximate average salary by contribution assumption: employee only about $399,815 at 4% or $266,543 at 6%; with 50% employer match about $266,543 at 4% or $177,696 at 6%; with 100% employer match about $199,908 at 4% or $133,272 at 6%.
200213$286,894$42,557$14,186iApproximate average salary by contribution assumption: employee only about $354,642 at 4% or $236,428 at 6%; with 50% employer match about $236,428 at 4% or $157,619 at 6%; with 100% employer match about $177,321 at 4% or $118,214 at 6%.
White Oak Associates Inc. Profit Sharing Plan-3$286,894$42,557$14,186iApproximate average salary by contribution assumption: employee only about $354,642 at 4% or $236,428 at 6%; with 50% employer match about $236,428 at 4% or $157,619 at 6%; with 100% employer match about $177,321 at 4% or $118,214 at 6%.
200113$0$0-
White Oak Associates Inc. Profit Sharing Plan-3---
200014$241,195$57,705$14,426iApproximate average salary by contribution assumption: employee only about $360,656 at 4% or $240,438 at 6%; with 50% employer match about $240,438 at 4% or $160,292 at 6%; with 100% employer match about $180,328 at 4% or $120,219 at 6%.
White Oak Associates Inc. Profit Sharing Plan-4$241,195$57,705$14,426iApproximate average salary by contribution assumption: employee only about $360,656 at 4% or $240,438 at 6%; with 50% employer match about $240,438 at 4% or $160,292 at 6%; with 100% employer match about $180,328 at 4% or $120,219 at 6%.
199916$201,479$39,747$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.
White Oak Associates Inc. Profit Sharing Plan-6$201,479$39,747$6,625iApproximate average salary by contribution assumption: employee only about $165,613 at 4% or $110,408 at 6%; with 50% employer match about $110,408 at 4% or $73,606 at 6%; with 100% employer match about $82,806 at 4% or $55,204 at 6%.