Oakes & Mcclelland Company
Plan context: Oakes & Mcclelland Company Esop & Trust
EIN 25-1158886 • 16 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
7
2015 Assets
$30,991
2015 Contributions
$500
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 7 | $30,991 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 7 | $30,991 | - | - |
| 2014 | 1 | 7 | $59,801 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 7 | $59,801 | - | - |
| 2013 | 1 | 7 | $104,908 | $500 | $71iApproximate average salary by contribution assumption: employee only about $1,786 at 4% or $1,190 at 6%; with 50% employer match about $1,190 at 4% or $794 at 6%; with 100% employer match about $893 at 4% or $595 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 7 | $104,908 | $500 | $71iApproximate average salary by contribution assumption: employee only about $1,786 at 4% or $1,190 at 6%; with 50% employer match about $1,190 at 4% or $794 at 6%; with 100% employer match about $893 at 4% or $595 at 6%. |
| 2012 | 1 | 7 | $92,984 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 7 | $92,984 | - | - |
| 2011 | 1 | 8 | $69,492 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 8 | $69,492 | - | - |
| 2010 | 1 | 8 | $81,996 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 8 | $81,996 | - | - |
| 2009 | 1 | 9 | $93,996 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 9 | $93,996 | - | - |
| 2008 | 1 | 10 | $106,794 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 10 | $106,794 | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 12 | - | - | - |
| 2006 | 1 | 14 | $62,005 | $1,923 | $137iApproximate average salary by contribution assumption: employee only about $3,434 at 4% or $2,289 at 6%; with 50% employer match about $2,289 at 4% or $1,526 at 6%; with 100% employer match about $1,717 at 4% or $1,145 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 14 | $62,005 | $1,923 | $137iApproximate average salary by contribution assumption: employee only about $3,434 at 4% or $2,289 at 6%; with 50% employer match about $2,289 at 4% or $1,526 at 6%; with 100% employer match about $1,717 at 4% or $1,145 at 6%. |
| 2005 | 1 | 16 | $67,611 | $4,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 16 | $67,611 | $4,000 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2004 | 1 | 17 | $102,726 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 17 | $102,726 | - | - |
| 2003 | 1 | 16 | $63,234 | $0 | - |
| Oakes & Mcclelland Company Esop & Trust | - | 16 | $63,234 | - | - |
| 2002 | 1 | 18 | $81,131 | $2,479 | $138iApproximate average salary by contribution assumption: employee only about $3,443 at 4% or $2,295 at 6%; with 50% employer match about $2,295 at 4% or $1,530 at 6%; with 100% employer match about $1,722 at 4% or $1,148 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 18 | $81,131 | $2,479 | $138iApproximate average salary by contribution assumption: employee only about $3,443 at 4% or $2,295 at 6%; with 50% employer match about $2,295 at 4% or $1,530 at 6%; with 100% employer match about $1,722 at 4% or $1,148 at 6%. |
| 2000 | 1 | 14 | $117,340 | $25,500 | $1,821iApproximate average salary by contribution assumption: employee only about $45,536 at 4% or $30,357 at 6%; with 50% employer match about $30,357 at 4% or $20,238 at 6%; with 100% employer match about $22,768 at 4% or $15,179 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 14 | $117,340 | $25,500 | $1,821iApproximate average salary by contribution assumption: employee only about $45,536 at 4% or $30,357 at 6%; with 50% employer match about $30,357 at 4% or $20,238 at 6%; with 100% employer match about $22,768 at 4% or $15,179 at 6%. |
| 1999 | 1 | 18 | $173,757 | $13,300 | $739iApproximate average salary by contribution assumption: employee only about $18,472 at 4% or $12,315 at 6%; with 50% employer match about $12,315 at 4% or $8,210 at 6%; with 100% employer match about $9,236 at 4% or $6,157 at 6%. |
| Oakes & Mcclelland Company Esop & Trust | - | 18 | $173,757 | $13,300 | $739iApproximate average salary by contribution assumption: employee only about $18,472 at 4% or $12,315 at 6%; with 50% employer match about $12,315 at 4% or $8,210 at 6%; with 100% employer match about $9,236 at 4% or $6,157 at 6%. |