Oak Tree Realty Group Inc.
Plan context: Oak Tree Realty Group Inc. 401(K) Plan
EIN 20-5230338 • Murrieta, CA • 6 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$71,938
2011 Contributions
$16,933
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 2 | $71,938 | $0 | - |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 2 | $71,938 | $0 | - |
| 2009 | 2 | 5 | $189,508 | $16,933 | $3,387iApproximate average salary by contribution assumption: employee only about $84,665 at 4% or $56,443 at 6%; with 50% employer match about $56,443 at 4% or $37,629 at 6%; with 100% employer match about $42,333 at 4% or $28,222 at 6%. |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 5 | $130,342 | $16,333 | $3,267iApproximate average salary by contribution assumption: employee only about $81,665 at 4% or $54,443 at 6%; with 50% employer match about $54,443 at 4% or $36,296 at 6%; with 100% employer match about $40,833 at 4% or $27,222 at 6%. |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 2 | $59,166 | $600 | $300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 6 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Oak Tree Realty Group Inc. 401(K) Plan | - | 2 | - | - | - |