Civic Intelligence

THE OAK FOUNDATION, U.S.A.

Plan context: THE OAK FOUNDATION, U.S.A. 403(B) PLAN

EIN 13-3321196 • Chapel Hill, NC • 18 filings • 2 plans

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55 Vilcom Center Dr Ste 340Chapel Hill, NC 27514-1690
Current Snapshot

Latest Year

2023

2023 Participants

18

2023 Assets

$1,521,019

2023 Contributions

$54,170

Historical Graphs

Total Assets Over Time

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

$2,216,126$1,108,063$0200920162022YearValue
$1,521,019Latest year 2022

Participants Over Time

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

1890200920162022YearValue
18Latest year 2022

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
202310$0$54,170-
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-0$0$54,170-
2022118$1,521,019$202,405$11,245iApproximate average salary by contribution assumption: employee only about $281,118 at 4% or $187,412 at 6%; with 50% employer match about $187,412 at 4% or $124,941 at 6%; with 100% employer match about $140,559 at 4% or $93,706 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-18$1,521,019$202,405$11,245iApproximate average salary by contribution assumption: employee only about $281,118 at 4% or $187,412 at 6%; with 50% employer match about $187,412 at 4% or $124,941 at 6%; with 100% employer match about $140,559 at 4% or $93,706 at 6%.
2021116$1,655,427$169,478$10,592iApproximate average salary by contribution assumption: employee only about $264,809 at 4% or $176,540 at 6%; with 50% employer match about $176,540 at 4% or $117,693 at 6%; with 100% employer match about $132,405 at 4% or $88,270 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-16$1,655,427$169,478$10,592iApproximate average salary by contribution assumption: employee only about $264,809 at 4% or $176,540 at 6%; with 50% employer match about $176,540 at 4% or $117,693 at 6%; with 100% employer match about $132,405 at 4% or $88,270 at 6%.
2020118$2,216,126$170,142$9,452iApproximate average salary by contribution assumption: employee only about $236,308 at 4% or $157,539 at 6%; with 50% employer match about $157,539 at 4% or $105,026 at 6%; with 100% employer match about $118,154 at 4% or $78,769 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-18$2,216,126$170,142$9,452iApproximate average salary by contribution assumption: employee only about $236,308 at 4% or $157,539 at 6%; with 50% employer match about $157,539 at 4% or $105,026 at 6%; with 100% employer match about $118,154 at 4% or $78,769 at 6%.
2019115$1,908,157$319,299$21,287iApproximate average salary by contribution assumption: employee only about $532,165 at 4% or $354,777 at 6%; with 50% employer match about $354,777 at 4% or $236,518 at 6%; with 100% employer match about $266,083 at 4% or $177,388 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-15$1,908,157$319,299$21,287iApproximate average salary by contribution assumption: employee only about $532,165 at 4% or $354,777 at 6%; with 50% employer match about $354,777 at 4% or $236,518 at 6%; with 100% employer match about $266,083 at 4% or $177,388 at 6%.
2018113$1,510,928$154,944$11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,985 at 4% or $99,323 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-13$1,510,928$154,944$11,919iApproximate average salary by contribution assumption: employee only about $297,969 at 4% or $198,646 at 6%; with 50% employer match about $198,646 at 4% or $132,431 at 6%; with 100% employer match about $148,985 at 4% or $99,323 at 6%.
2017112$1,726,496$129,547$10,796iApproximate average salary by contribution assumption: employee only about $269,890 at 4% or $179,926 at 6%; with 50% employer match about $179,926 at 4% or $119,951 at 6%; with 100% employer match about $134,945 at 4% or $89,963 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-12$1,726,496$129,547$10,796iApproximate average salary by contribution assumption: employee only about $269,890 at 4% or $179,926 at 6%; with 50% employer match about $179,926 at 4% or $119,951 at 6%; with 100% employer match about $134,945 at 4% or $89,963 at 6%.
2016111$1,374,866$132,957$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-11$1,374,866$132,957$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.
2015111$1,158,747$98,831$8,985iApproximate average salary by contribution assumption: employee only about $224,616 at 4% or $149,744 at 6%; with 50% employer match about $149,744 at 4% or $99,829 at 6%; with 100% employer match about $112,308 at 4% or $74,872 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-11$1,158,747$98,831$8,985iApproximate average salary by contribution assumption: employee only about $224,616 at 4% or $149,744 at 6%; with 50% employer match about $149,744 at 4% or $99,829 at 6%; with 100% employer match about $112,308 at 4% or $74,872 at 6%.
2014111$1,431,132$119,549$10,868iApproximate average salary by contribution assumption: employee only about $271,702 at 4% or $181,135 at 6%; with 50% employer match about $181,135 at 4% or $120,757 at 6%; with 100% employer match about $135,851 at 4% or $90,567 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-11$1,431,132$119,549$10,868iApproximate average salary by contribution assumption: employee only about $271,702 at 4% or $181,135 at 6%; with 50% employer match about $181,135 at 4% or $120,757 at 6%; with 100% employer match about $135,851 at 4% or $90,567 at 6%.
2013111$1,229,501$120,313$10,938iApproximate average salary by contribution assumption: employee only about $273,439 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-11$1,229,501$120,313$10,938iApproximate average salary by contribution assumption: employee only about $273,439 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
201218$892,144$115,511$14,439iApproximate average salary by contribution assumption: employee only about $360,972 at 4% or $240,648 at 6%; with 50% employer match about $240,648 at 4% or $160,432 at 6%; with 100% employer match about $180,486 at 4% or $120,324 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-8$892,144$115,511$14,439iApproximate average salary by contribution assumption: employee only about $360,972 at 4% or $240,648 at 6%; with 50% employer match about $240,648 at 4% or $160,432 at 6%; with 100% employer match about $180,486 at 4% or $120,324 at 6%.
201117$695,500$89,590$12,799iApproximate average salary by contribution assumption: employee only about $319,964 at 4% or $213,310 at 6%; with 50% employer match about $213,310 at 4% or $142,206 at 6%; with 100% employer match about $159,982 at 4% or $106,655 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-7$695,500$89,590$12,799iApproximate average salary by contribution assumption: employee only about $319,964 at 4% or $213,310 at 6%; with 50% employer match about $213,310 at 4% or $142,206 at 6%; with 100% employer match about $159,982 at 4% or $106,655 at 6%.
201016$628,073$85,456$14,243iApproximate average salary by contribution assumption: employee only about $356,067 at 4% or $237,378 at 6%; with 50% employer match about $237,378 at 4% or $158,252 at 6%; with 100% employer match about $178,033 at 4% or $118,689 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-6$628,073$85,456$14,243iApproximate average salary by contribution assumption: employee only about $356,067 at 4% or $237,378 at 6%; with 50% employer match about $237,378 at 4% or $158,252 at 6%; with 100% employer match about $178,033 at 4% or $118,689 at 6%.
200916$479,315$75,291$12,549iApproximate average salary by contribution assumption: employee only about $313,713 at 4% or $209,142 at 6%; with 50% employer match about $209,142 at 4% or $139,428 at 6%; with 100% employer match about $156,856 at 4% or $104,571 at 6%.
THE OAK FOUNDATION, U.S.A. 403(B) PLAN-6$479,315$75,291$12,549iApproximate average salary by contribution assumption: employee only about $313,713 at 4% or $209,142 at 6%; with 50% employer match about $209,142 at 4% or $139,428 at 6%; with 100% employer match about $156,856 at 4% or $104,571 at 6%.
200810$0$0-
THE OAK FOUNDATION, U.S.A. 403B PLAN-0---
200710$0$0-
THE OAK FOUNDATION, U.S.A. 403B PLAN-0---
200610$0$0-
THE OAK FOUNDATION, U.S.A. 403B PLAN-0---