Civic Intelligence

Oak Tree Office Supply Inc.

Plan context: Oak Tree Office Supply Inc. 401-K Retirement Plan

EIN 22-2007848 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

18

2003 Assets

$248,627

2003 Contributions

$22,367

Historical Graphs

Total Assets Over Time

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

$395,630$197,815$0199920022003YearValue
$248,627Latest year 2003

Participants Over Time

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

26130199920012003YearValue
18Latest year 2003

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
2003118$248,627$22,367$1,243iApproximate average salary by contribution assumption: employee only about $31,065 at 4% or $20,710 at 6%; with 50% employer match about $20,710 at 4% or $13,807 at 6%; with 100% employer match about $15,533 at 4% or $10,355 at 6%.
Oak Tree Office Supply Inc. 401-K Retirement Plan-18$248,627$22,367$1,243iApproximate average salary by contribution assumption: employee only about $31,065 at 4% or $20,710 at 6%; with 50% employer match about $20,710 at 4% or $13,807 at 6%; with 100% employer match about $15,533 at 4% or $10,355 at 6%.
2002121$189,171$28,307$1,348iApproximate average salary by contribution assumption: employee only about $33,699 at 4% or $22,466 at 6%; with 50% employer match about $22,466 at 4% or $14,977 at 6%; with 100% employer match about $16,849 at 4% or $11,233 at 6%.
Oak Tree Office Supply Inc. 401-K Retirement Plan-21$189,171$28,307$1,348iApproximate average salary by contribution assumption: employee only about $33,699 at 4% or $22,466 at 6%; with 50% employer match about $22,466 at 4% or $14,977 at 6%; with 100% employer match about $16,849 at 4% or $11,233 at 6%.
2001123$0$0-
Oak Tree Office Supply Inc. 401-K Retirement Plan-23---
2000126$0$0-
Oak Tree Office Supply Inc. 401-K Retirement Plan-26---
1999126$395,630$57,762$2,222iApproximate average salary by contribution assumption: employee only about $55,540 at 4% or $37,027 at 6%; with 50% employer match about $37,027 at 4% or $24,685 at 6%; with 100% employer match about $27,770 at 4% or $18,513 at 6%.
Oak Tree Office Supply Inc. 401-K Retirement Plan-26$395,630$57,762$2,222iApproximate average salary by contribution assumption: employee only about $55,540 at 4% or $37,027 at 6%; with 50% employer match about $37,027 at 4% or $24,685 at 6%; with 100% employer match about $27,770 at 4% or $18,513 at 6%.