Oakes Financial Services Inc
Plan context: Oakes Financial Services Inc
EIN 20-1986230 • Troy, NH • 14 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$15,579
2019 Contributions
$155,556
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Oakes Financial Services Inc | - | 0 | - | - | - |
| 2018 | 1 | 0 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 0 | $15,579 | - | - |
| 2017 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2016 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2015 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2014 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2013 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2012 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2011 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2010 | 1 | 1 | $15,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $15,579 | - | - |
| 2009 | 1 | 1 | $155,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $155,579 | - | - |
| 2008 | 1 | 1 | $155,579 | $0 | - |
| Oakes Financial Services Inc | - | 1 | $155,579 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Oakes Financial Services Inc | - | 1 | - | - | - |
| 2005 | 1 | 1 | $155,579 | $155,556 | $155,556iApproximate average salary by contribution assumption: employee only about $3,888,900 at 4% or $2,592,600 at 6%; with 50% employer match about $2,592,600 at 4% or $1,728,400 at 6%; with 100% employer match about $1,944,450 at 4% or $1,296,300 at 6%. |
| Oakes Financial Services Inc | - | 1 | $155,579 | $155,556 | $155,556iApproximate average salary by contribution assumption: employee only about $3,888,900 at 4% or $2,592,600 at 6%; with 50% employer match about $2,592,600 at 4% or $1,728,400 at 6%; with 100% employer match about $1,944,450 at 4% or $1,296,300 at 6%. |