Civic Intelligence

Oak Tree Family Practice LLC

Plan context: OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN

EIN 22-3736706 • Metuchen, NJ • 19 filings • 2 plans

173 Essex Avenue, Suite 101Metuchen, NJ 08840
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,890,000

2024 Contributions

$411,000

Historical Graphs

Total Assets Over Time

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

$3,890,000$1,945,000$0201520202024YearValue
$3,890,000Latest year 2024

Participants Over Time

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

740201520202024YearValue
7Latest year 2024

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
202427$3,890,000$411,000$58,714iApproximate average salary by contribution assumption: employee only about $1,467,857 at 4% or $978,571 at 6%; with 50% employer match about $978,571 at 4% or $652,381 at 6%; with 100% employer match about $733,929 at 4% or $489,286 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$3,115,161$347,943$173,972iApproximate average salary by contribution assumption: employee only about $4,349,288 at 4% or $2,899,525 at 6%; with 50% employer match about $2,899,525 at 4% or $1,933,017 at 6%; with 100% employer match about $2,174,644 at 4% or $1,449,763 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-7$774,839$63,057$9,008iApproximate average salary by contribution assumption: employee only about $225,204 at 4% or $150,136 at 6%; with 50% employer match about $150,136 at 4% or $100,090 at 6%; with 100% employer match about $112,602 at 4% or $75,068 at 6%.
202327$3,100,892$444,383$63,483iApproximate average salary by contribution assumption: employee only about $1,587,082 at 4% or $1,058,055 at 6%; with 50% employer match about $1,058,055 at 4% or $705,370 at 6%; with 100% employer match about $793,541 at 4% or $529,027 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$2,446,650$382,079$191,040iApproximate average salary by contribution assumption: employee only about $4,775,988 at 4% or $3,183,992 at 6%; with 50% employer match about $3,183,992 at 4% or $2,122,661 at 6%; with 100% employer match about $2,387,994 at 4% or $1,591,996 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-7$654,242$62,304$8,901iApproximate average salary by contribution assumption: employee only about $222,514 at 4% or $148,343 at 6%; with 50% employer match about $148,343 at 4% or $98,895 at 6%; with 100% employer match about $111,257 at 4% or $74,171 at 6%.
202226$2,219,322$413,501$68,917iApproximate average salary by contribution assumption: employee only about $1,722,921 at 4% or $1,148,614 at 6%; with 50% employer match about $1,148,614 at 4% or $765,743 at 6%; with 100% employer match about $861,460 at 4% or $574,307 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$1,725,773$345,437$172,719iApproximate average salary by contribution assumption: employee only about $4,317,963 at 4% or $2,878,642 at 6%; with 50% employer match about $2,878,642 at 4% or $1,919,094 at 6%; with 100% employer match about $2,158,981 at 4% or $1,439,321 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-6$493,549$68,064$11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%.
202126$2,513,777$413,496$68,916iApproximate average salary by contribution assumption: employee only about $1,722,900 at 4% or $1,148,600 at 6%; with 50% employer match about $1,148,600 at 4% or $765,733 at 6%; with 100% employer match about $861,450 at 4% or $574,300 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$1,882,975$355,607$177,804iApproximate average salary by contribution assumption: employee only about $4,445,088 at 4% or $2,963,392 at 6%; with 50% employer match about $2,963,392 at 4% or $1,975,594 at 6%; with 100% employer match about $2,222,544 at 4% or $1,481,696 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-6$630,802$57,889$9,648iApproximate average salary by contribution assumption: employee only about $241,204 at 4% or $160,803 at 6%; with 50% employer match about $160,803 at 4% or $107,202 at 6%; with 100% employer match about $120,602 at 4% or $80,401 at 6%.
202024$1,934,605$402,000$100,500iApproximate average salary by contribution assumption: employee only about $2,512,500 at 4% or $1,675,000 at 6%; with 50% employer match about $1,675,000 at 4% or $1,116,667 at 6%; with 100% employer match about $1,256,250 at 4% or $837,500 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$1,396,360$346,934$173,467iApproximate average salary by contribution assumption: employee only about $4,336,675 at 4% or $2,891,117 at 6%; with 50% employer match about $2,891,117 at 4% or $1,927,411 at 6%; with 100% employer match about $2,168,338 at 4% or $1,445,558 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-4$538,245$55,066$13,767iApproximate average salary by contribution assumption: employee only about $344,163 at 4% or $229,442 at 6%; with 50% employer match about $229,442 at 4% or $152,961 at 6%; with 100% employer match about $172,081 at 4% or $114,721 at 6%.
201925$1,193,260$152,114$30,423iApproximate average salary by contribution assumption: employee only about $760,570 at 4% or $507,047 at 6%; with 50% employer match about $507,047 at 4% or $338,031 at 6%; with 100% employer match about $380,285 at 4% or $253,523 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$794,406$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-5$398,854$52,114$10,423iApproximate average salary by contribution assumption: employee only about $260,570 at 4% or $173,713 at 6%; with 50% employer match about $173,713 at 4% or $115,809 at 6%; with 100% employer match about $130,285 at 4% or $86,857 at 6%.
201825$913,598$96,036$19,207iApproximate average salary by contribution assumption: employee only about $480,180 at 4% or $320,120 at 6%; with 50% employer match about $320,120 at 4% or $213,413 at 6%; with 100% employer match about $240,090 at 4% or $160,060 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$648,535$0-
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-5$265,063$96,036$19,207iApproximate average salary by contribution assumption: employee only about $480,180 at 4% or $320,120 at 6%; with 50% employer match about $320,120 at 4% or $213,413 at 6%; with 100% employer match about $240,090 at 4% or $160,060 at 6%.
201724$900,566$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$712,996$0-
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-4$187,570$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
201624$705,361$74,999$18,750iApproximate average salary by contribution assumption: employee only about $468,744 at 4% or $312,496 at 6%; with 50% employer match about $312,496 at 4% or $208,331 at 6%; with 100% employer match about $234,372 at 4% or $156,248 at 6%.
OAK TREE FAMILY PRACTICE, LLC DEFINED BENEFIT PLAN-2$608,867$25,487$12,744iApproximate average salary by contribution assumption: employee only about $318,588 at 4% or $212,392 at 6%; with 50% employer match about $212,392 at 4% or $141,594 at 6%; with 100% employer match about $159,294 at 4% or $106,196 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-4$96,494$49,512$12,378iApproximate average salary by contribution assumption: employee only about $309,450 at 4% or $206,300 at 6%; with 50% employer match about $206,300 at 4% or $137,533 at 6%; with 100% employer match about $154,725 at 4% or $103,150 at 6%.
201514$45,000$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Oak Tree Family Practice LLC 401(K) Profit Sharing Plan-4$45,000$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.