Oak Management Service Inc.
Plan context: OAK MANAGEMENT 401(K) PLAN
EIN 20-1859669 • Portage, IN • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$423,546
2024 Contributions
$133,648
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 22 | $423,546 | $133,648 | $6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,248 at 6%; with 50% employer match about $101,248 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%. |
| OAK MANAGEMENT 401(K) PLAN | - | 22 | $422,743 | $133,648 | $6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,248 at 6%; with 50% employer match about $101,248 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 1 | $803 | - | - |
| 2023 | 2 | 19 | $338,071 | $215,815 | $11,359iApproximate average salary by contribution assumption: employee only about $283,967 at 4% or $189,311 at 6%; with 50% employer match about $189,311 at 4% or $126,208 at 6%; with 100% employer match about $141,984 at 4% or $94,656 at 6%. |
| OAK MANAGEMENT 401(K) PLAN | - | 19 | $337,303 | $215,815 | $11,359iApproximate average salary by contribution assumption: employee only about $283,967 at 4% or $189,311 at 6%; with 50% employer match about $189,311 at 4% or $126,208 at 6%; with 100% employer match about $141,984 at 4% or $94,656 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 1 | $768 | - | - |
| 2022 | 2 | 22 | $109,100 | $113,166 | $5,144iApproximate average salary by contribution assumption: employee only about $128,598 at 4% or $85,732 at 6%; with 50% employer match about $85,732 at 4% or $57,155 at 6%; with 100% employer match about $64,299 at 4% or $42,866 at 6%. |
| OAK MANAGEMENT 401(K) PLAN | - | 22 | $108,364 | $113,166 | $5,144iApproximate average salary by contribution assumption: employee only about $128,598 at 4% or $85,732 at 6%; with 50% employer match about $85,732 at 4% or $57,155 at 6%; with 100% employer match about $64,299 at 4% or $42,866 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 1 | $736 | - | - |
| 2021 | 1 | 1 | $727 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $727 | - | - |
| 2020 | 1 | 1 | $727 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $727 | - | - |
| 2019 | 1 | 1 | $726 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $726 | - | - |
| 2018 | 1 | 1 | $715 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $715 | - | - |
| 2017 | 1 | 1 | $708 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $708 | - | - |
| 2016 | 1 | 1 | $706 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $706 | - | - |
| 2015 | 1 | 1 | $706 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 1 | $706 | - | - |
| 2014 | 1 | 3 | $1,681 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 3 | $1,681 | - | - |
| 2013 | 1 | 4 | $2,560 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 4 | $2,560 | - | - |
| 2012 | 1 | 4 | $2,092 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 4 | $2,092 | - | - |
| 2011 | 1 | 4 | $1,908 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 4 | $1,908 | - | - |
| 2010 | 1 | 4 | $1,882 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 4 | $1,882 | - | - |
| 2008 | 1 | 26 | $182,693 | $0 | - |
| Oak Management Service Inc. 401K Plan | - | 26 | $182,693 | - | - |
| 2007 | 1 | 25 | $257,355 | $9,664 | $387iApproximate average salary by contribution assumption: employee only about $9,664 at 4% or $6,443 at 6%; with 50% employer match about $6,443 at 4% or $4,295 at 6%; with 100% employer match about $4,832 at 4% or $3,221 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 25 | $257,355 | $9,664 | $387iApproximate average salary by contribution assumption: employee only about $9,664 at 4% or $6,443 at 6%; with 50% employer match about $6,443 at 4% or $4,295 at 6%; with 100% employer match about $4,832 at 4% or $3,221 at 6%. |
| 2006 | 1 | 47 | $251,631 | $22,890 | $487iApproximate average salary by contribution assumption: employee only about $12,176 at 4% or $8,117 at 6%; with 50% employer match about $8,117 at 4% or $5,411 at 6%; with 100% employer match about $6,088 at 4% or $4,059 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 47 | $251,631 | $22,890 | $487iApproximate average salary by contribution assumption: employee only about $12,176 at 4% or $8,117 at 6%; with 50% employer match about $8,117 at 4% or $5,411 at 6%; with 100% employer match about $6,088 at 4% or $4,059 at 6%. |
| 2005 | 1 | 49 | $217,512 | $14,359 | $293iApproximate average salary by contribution assumption: employee only about $7,326 at 4% or $4,884 at 6%; with 50% employer match about $4,884 at 4% or $3,256 at 6%; with 100% employer match about $3,663 at 4% or $2,442 at 6%. |
| Oak Management Service Inc. 401K Plan | - | 49 | $217,512 | $14,359 | $293iApproximate average salary by contribution assumption: employee only about $7,326 at 4% or $4,884 at 6%; with 50% employer match about $4,884 at 4% or $3,256 at 6%; with 100% employer match about $3,663 at 4% or $2,442 at 6%. |