Oak Street Funding
Plan context: Oak Street Funding 401(K) Plan
EIN 20-0073882 • Indianapolis, IN • 12 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$804
2018 Contributions
$177,593
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Oak Street Funding 401(K) Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 2 | $804 | $0 | - |
| Oak Street Funding 401(K) Plan | - | 2 | $804 | - | - |
| 2016 | 1 | 2 | $800 | $0 | - |
| Oak Street Funding 401(K) Plan | - | 2 | $800 | - | - |
| 2015 | 1 | 4 | $3,818 | $177,593 | $44,398iApproximate average salary by contribution assumption: employee only about $1,109,956 at 4% or $739,971 at 6%; with 50% employer match about $739,971 at 4% or $493,314 at 6%; with 100% employer match about $554,978 at 4% or $369,985 at 6%. |
| Oak Street Funding 401(K) Plan | - | 4 | $3,818 | $177,593 | $44,398iApproximate average salary by contribution assumption: employee only about $1,109,956 at 4% or $739,971 at 6%; with 50% employer match about $739,971 at 4% or $493,314 at 6%; with 100% employer match about $554,978 at 4% or $369,985 at 6%. |
| 2014 | 1 | 60 | $1,298,383 | $227,003 | $3,783iApproximate average salary by contribution assumption: employee only about $94,585 at 4% or $63,056 at 6%; with 50% employer match about $63,056 at 4% or $42,038 at 6%; with 100% employer match about $47,292 at 4% or $31,528 at 6%. |
| Oak Street Funding 401(K) Plan | - | 60 | $1,298,383 | $227,003 | $3,783iApproximate average salary by contribution assumption: employee only about $94,585 at 4% or $63,056 at 6%; with 50% employer match about $63,056 at 4% or $42,038 at 6%; with 100% employer match about $47,292 at 4% or $31,528 at 6%. |
| 2013 | 1 | 54 | $1,125,178 | $216,750 | $4,014iApproximate average salary by contribution assumption: employee only about $100,347 at 4% or $66,898 at 6%; with 50% employer match about $66,898 at 4% or $44,599 at 6%; with 100% employer match about $50,174 at 4% or $33,449 at 6%. |
| Oak Street Funding 401(K) Plan | - | 54 | $1,125,178 | $216,750 | $4,014iApproximate average salary by contribution assumption: employee only about $100,347 at 4% or $66,898 at 6%; with 50% employer match about $66,898 at 4% or $44,599 at 6%; with 100% employer match about $50,174 at 4% or $33,449 at 6%. |
| 2012 | 1 | 48 | $748,829 | $180,674 | $3,764iApproximate average salary by contribution assumption: employee only about $94,101 at 4% or $62,734 at 6%; with 50% employer match about $62,734 at 4% or $41,823 at 6%; with 100% employer match about $47,051 at 4% or $31,367 at 6%. |
| Oak Street Funding 401(K) Plan | - | 48 | $748,829 | $180,674 | $3,764iApproximate average salary by contribution assumption: employee only about $94,101 at 4% or $62,734 at 6%; with 50% employer match about $62,734 at 4% or $41,823 at 6%; with 100% employer match about $47,051 at 4% or $31,367 at 6%. |
| 2011 | 1 | 38 | $662,208 | $146,679 | $3,860iApproximate average salary by contribution assumption: employee only about $96,499 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,166 at 6%. |
| Oak Street Funding 401(K) Plan | - | 38 | $662,208 | $146,679 | $3,860iApproximate average salary by contribution assumption: employee only about $96,499 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,166 at 6%. |
| 2010 | 1 | 32 | $588,661 | $106,302 | $3,322iApproximate average salary by contribution assumption: employee only about $83,048 at 4% or $55,366 at 6%; with 50% employer match about $55,366 at 4% or $36,910 at 6%; with 100% employer match about $41,524 at 4% or $27,683 at 6%. |
| Oak Street Funding 401(K) Plan | - | 32 | $588,661 | $106,302 | $3,322iApproximate average salary by contribution assumption: employee only about $83,048 at 4% or $55,366 at 6%; with 50% employer match about $55,366 at 4% or $36,910 at 6%; with 100% employer match about $41,524 at 4% or $27,683 at 6%. |
| 2009 | 1 | 32 | $445,700 | $110,507 | $3,453iApproximate average salary by contribution assumption: employee only about $86,334 at 4% or $57,556 at 6%; with 50% employer match about $57,556 at 4% or $38,370 at 6%; with 100% employer match about $43,167 at 4% or $28,778 at 6%. |
| Oak Street Funding 401(K) Plan | - | 32 | $445,700 | $110,507 | $3,453iApproximate average salary by contribution assumption: employee only about $86,334 at 4% or $57,556 at 6%; with 50% employer match about $57,556 at 4% or $38,370 at 6%; with 100% employer match about $43,167 at 4% or $28,778 at 6%. |
| 2008 | 1 | 33 | $237,805 | $105,096 | $3,185iApproximate average salary by contribution assumption: employee only about $79,618 at 4% or $53,079 at 6%; with 50% employer match about $53,079 at 4% or $35,386 at 6%; with 100% employer match about $39,809 at 4% or $26,539 at 6%. |
| Oak Street Funding 401(K) Plan | - | 33 | $237,805 | $105,096 | $3,185iApproximate average salary by contribution assumption: employee only about $79,618 at 4% or $53,079 at 6%; with 50% employer match about $53,079 at 4% or $35,386 at 6%; with 100% employer match about $39,809 at 4% or $26,539 at 6%. |
| 2007 | 1 | 38 | $0 | $0 | - |
| Oak Street Funding 401(K) Plan | - | 38 | - | - | - |