Civic Intelligence

Oaktree Systems Inc.

Plan context: Oaktree Systems Inc. 401K Plan

EIN 11-2614649 • Calverton, NY • 13 filings • 2 plans

4062 Grumman Blvd Building 80Calverton, NY 11933
Current Snapshot

Latest Year

2011

2011 Participants

7

2011 Assets

$142,201

2011 Contributions

$12,129

Historical Graphs

Total Assets Over Time

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

$449,552$224,776$0200120062011YearValue
$142,201Latest year 2011

Participants Over Time

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

58290200020062011YearValue
7Latest year 2011

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
201127$142,201$0-
Oaktree Systems Inc. 401K Plan-7$142,201--
Oaktree Systems Inc. 401K Plan-0$0--
201019$171,399$12,129$1,348iApproximate average salary by contribution assumption: employee only about $33,692 at 4% or $22,461 at 6%; with 50% employer match about $22,461 at 4% or $14,974 at 6%; with 100% employer match about $16,846 at 4% or $11,231 at 6%.
Oaktree Systems Inc. 401K Plan-9$171,399$12,129$1,348iApproximate average salary by contribution assumption: employee only about $33,692 at 4% or $22,461 at 6%; with 50% employer match about $22,461 at 4% or $14,974 at 6%; with 100% employer match about $16,846 at 4% or $11,231 at 6%.
2009110$183,450$19,755$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.
Oaktree Systems Inc. 401K Plan-10$183,450$19,755$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.
2008124$190,961$17,912$746iApproximate average salary by contribution assumption: employee only about $18,658 at 4% or $12,439 at 6%; with 50% employer match about $12,439 at 4% or $8,293 at 6%; with 100% employer match about $9,329 at 4% or $6,219 at 6%.
Oaktree Systems Inc. 401K Plan-24$190,961$17,912$746iApproximate average salary by contribution assumption: employee only about $18,658 at 4% or $12,439 at 6%; with 50% employer match about $12,439 at 4% or $8,293 at 6%; with 100% employer match about $9,329 at 4% or $6,219 at 6%.
2007129$255,423$27,417$945iApproximate average salary by contribution assumption: employee only about $23,635 at 4% or $15,757 at 6%; with 50% employer match about $15,757 at 4% or $10,505 at 6%; with 100% employer match about $11,818 at 4% or $7,878 at 6%.
Oaktree Systems Inc. 401K Plan-29$255,423$27,417$945iApproximate average salary by contribution assumption: employee only about $23,635 at 4% or $15,757 at 6%; with 50% employer match about $15,757 at 4% or $10,505 at 6%; with 100% employer match about $11,818 at 4% or $7,878 at 6%.
2006128$222,856$29,481$1,053iApproximate average salary by contribution assumption: employee only about $26,322 at 4% or $17,548 at 6%; with 50% employer match about $17,548 at 4% or $11,699 at 6%; with 100% employer match about $13,161 at 4% or $8,774 at 6%.
Oaktree Systems Inc. 401K Plan-28$222,856$29,481$1,053iApproximate average salary by contribution assumption: employee only about $26,322 at 4% or $17,548 at 6%; with 50% employer match about $17,548 at 4% or $11,699 at 6%; with 100% employer match about $13,161 at 4% or $8,774 at 6%.
2005130$236,558$27,807$927iApproximate average salary by contribution assumption: employee only about $23,173 at 4% or $15,448 at 6%; with 50% employer match about $15,448 at 4% or $10,299 at 6%; with 100% employer match about $11,586 at 4% or $7,724 at 6%.
Oaktree Systems Inc. 401K Plan-30$236,558$27,807$927iApproximate average salary by contribution assumption: employee only about $23,173 at 4% or $15,448 at 6%; with 50% employer match about $15,448 at 4% or $10,299 at 6%; with 100% employer match about $11,586 at 4% or $7,724 at 6%.
2004139$449,552$57,734$1,480iApproximate average salary by contribution assumption: employee only about $37,009 at 4% or $24,673 at 6%; with 50% employer match about $24,673 at 4% or $16,448 at 6%; with 100% employer match about $18,504 at 4% or $12,336 at 6%.
Oaktree Systems Inc. 401K Plan-39$449,552$57,734$1,480iApproximate average salary by contribution assumption: employee only about $37,009 at 4% or $24,673 at 6%; with 50% employer match about $24,673 at 4% or $16,448 at 6%; with 100% employer match about $18,504 at 4% or $12,336 at 6%.
2003158$370,306$91,708$1,581iApproximate average salary by contribution assumption: employee only about $39,529 at 4% or $26,353 at 6%; with 50% employer match about $26,353 at 4% or $17,569 at 6%; with 100% employer match about $19,765 at 4% or $13,176 at 6%.
Oaktree Systems Inc. 401K Plan-58$370,306$91,708$1,581iApproximate average salary by contribution assumption: employee only about $39,529 at 4% or $26,353 at 6%; with 50% employer match about $26,353 at 4% or $17,569 at 6%; with 100% employer match about $19,765 at 4% or $13,176 at 6%.
2002154$251,425$91,113$1,687iApproximate average salary by contribution assumption: employee only about $42,182 at 4% or $28,121 at 6%; with 50% employer match about $28,121 at 4% or $18,748 at 6%; with 100% employer match about $21,091 at 4% or $14,061 at 6%.
Oaktree Systems Inc. 401K Plan-54$251,425$91,113$1,687iApproximate average salary by contribution assumption: employee only about $42,182 at 4% or $28,121 at 6%; with 50% employer match about $28,121 at 4% or $18,748 at 6%; with 100% employer match about $21,091 at 4% or $14,061 at 6%.
2001144$198,693$137,937$3,135iApproximate average salary by contribution assumption: employee only about $78,373 at 4% or $52,249 at 6%; with 50% employer match about $52,249 at 4% or $34,833 at 6%; with 100% employer match about $39,187 at 4% or $26,124 at 6%.
Oaktree Systems Inc. 401K Plan-44$198,693$137,937$3,135iApproximate average salary by contribution assumption: employee only about $78,373 at 4% or $52,249 at 6%; with 50% employer match about $52,249 at 4% or $34,833 at 6%; with 100% employer match about $39,187 at 4% or $26,124 at 6%.
2000133$0$0-
Oaktree Systems Inc. 401K Plan-33---