Civic Intelligence

Oak Tree Pediatrics and More

Plan context: Oak Tree Pediatrics and More 401(K) Profit Sharing Plan

EIN 26-2039868 • Thousand Oaks, CA • 15 filings • 1 plans

2125 E. Thousand Oaks BlvdSuite B1Thousand Oaks, CA 91362
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,434,246

2024 Contributions

$31,334

Historical Graphs

Total Assets Over Time

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

$1,647,244$823,622$0201020172023YearValue
$1,434,246Latest year 2023

Participants Over Time

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

1470201020172023YearValue
5Latest year 2023

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
202410$0$31,334-
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-0$0$31,334-
202315$1,434,246$68,028$13,606iApproximate average salary by contribution assumption: employee only about $340,140 at 4% or $226,760 at 6%; with 50% employer match about $226,760 at 4% or $151,173 at 6%; with 100% employer match about $170,070 at 4% or $113,380 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-5$1,434,246$68,028$13,606iApproximate average salary by contribution assumption: employee only about $340,140 at 4% or $226,760 at 6%; with 50% employer match about $226,760 at 4% or $151,173 at 6%; with 100% employer match about $170,070 at 4% or $113,380 at 6%.
202217$1,144,437$69,441$9,920iApproximate average salary by contribution assumption: employee only about $248,004 at 4% or $165,336 at 6%; with 50% employer match about $165,336 at 4% or $110,224 at 6%; with 100% employer match about $124,002 at 4% or $82,668 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-7$1,144,437$69,441$9,920iApproximate average salary by contribution assumption: employee only about $248,004 at 4% or $165,336 at 6%; with 50% employer match about $165,336 at 4% or $110,224 at 6%; with 100% employer match about $124,002 at 4% or $82,668 at 6%.
202118$1,309,312$78,047$9,756iApproximate average salary by contribution assumption: employee only about $243,897 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-8$1,309,312$78,047$9,756iApproximate average salary by contribution assumption: employee only about $243,897 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
2020112$1,647,244$90,899$7,575iApproximate average salary by contribution assumption: employee only about $189,373 at 4% or $126,249 at 6%; with 50% employer match about $126,249 at 4% or $84,166 at 6%; with 100% employer match about $94,686 at 4% or $63,124 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-12$1,647,244$90,899$7,575iApproximate average salary by contribution assumption: employee only about $189,373 at 4% or $126,249 at 6%; with 50% employer match about $126,249 at 4% or $84,166 at 6%; with 100% employer match about $94,686 at 4% or $63,124 at 6%.
2019110$1,290,313$83,996$8,400iApproximate average salary by contribution assumption: employee only about $209,990 at 4% or $139,993 at 6%; with 50% employer match about $139,993 at 4% or $93,329 at 6%; with 100% employer match about $104,995 at 4% or $69,997 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-10$1,290,313$83,996$8,400iApproximate average salary by contribution assumption: employee only about $209,990 at 4% or $139,993 at 6%; with 50% employer match about $139,993 at 4% or $93,329 at 6%; with 100% employer match about $104,995 at 4% or $69,997 at 6%.
2018114$1,017,748$100,374$7,170iApproximate average salary by contribution assumption: employee only about $179,239 at 4% or $119,493 at 6%; with 50% employer match about $119,493 at 4% or $79,662 at 6%; with 100% employer match about $89,620 at 4% or $59,746 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-14$1,017,748$100,374$7,170iApproximate average salary by contribution assumption: employee only about $179,239 at 4% or $119,493 at 6%; with 50% employer match about $119,493 at 4% or $79,662 at 6%; with 100% employer match about $89,620 at 4% or $59,746 at 6%.
2017114$1,008,357$97,680$6,977iApproximate average salary by contribution assumption: employee only about $174,429 at 4% or $116,286 at 6%; with 50% employer match about $116,286 at 4% or $77,524 at 6%; with 100% employer match about $87,214 at 4% or $58,143 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-14$1,008,357$97,680$6,977iApproximate average salary by contribution assumption: employee only about $174,429 at 4% or $116,286 at 6%; with 50% employer match about $116,286 at 4% or $77,524 at 6%; with 100% employer match about $87,214 at 4% or $58,143 at 6%.
2016114$791,431$83,539$5,967iApproximate average salary by contribution assumption: employee only about $149,177 at 4% or $99,451 at 6%; with 50% employer match about $99,451 at 4% or $66,301 at 6%; with 100% employer match about $74,588 at 4% or $49,726 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-14$791,431$83,539$5,967iApproximate average salary by contribution assumption: employee only about $149,177 at 4% or $99,451 at 6%; with 50% employer match about $99,451 at 4% or $66,301 at 6%; with 100% employer match about $74,588 at 4% or $49,726 at 6%.
2015113$699,814$88,742$6,826iApproximate average salary by contribution assumption: employee only about $170,658 at 4% or $113,772 at 6%; with 50% employer match about $113,772 at 4% or $75,848 at 6%; with 100% employer match about $85,329 at 4% or $56,886 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-13$699,814$88,742$6,826iApproximate average salary by contribution assumption: employee only about $170,658 at 4% or $113,772 at 6%; with 50% employer match about $113,772 at 4% or $75,848 at 6%; with 100% employer match about $85,329 at 4% or $56,886 at 6%.
2014113$623,840$87,230$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-13$623,840$87,230$6,710iApproximate average salary by contribution assumption: employee only about $167,750 at 4% or $111,833 at 6%; with 50% employer match about $111,833 at 4% or $74,556 at 6%; with 100% employer match about $83,875 at 4% or $55,917 at 6%.
2013114$515,656$110,988$7,928iApproximate average salary by contribution assumption: employee only about $198,193 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,096 at 4% or $66,064 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-14$515,656$110,988$7,928iApproximate average salary by contribution assumption: employee only about $198,193 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,096 at 4% or $66,064 at 6%.
2012113$367,851$111,468$8,574iApproximate average salary by contribution assumption: employee only about $214,362 at 4% or $142,908 at 6%; with 50% employer match about $142,908 at 4% or $95,272 at 6%; with 100% employer match about $107,181 at 4% or $71,454 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-13$367,851$111,468$8,574iApproximate average salary by contribution assumption: employee only about $214,362 at 4% or $142,908 at 6%; with 50% employer match about $142,908 at 4% or $95,272 at 6%; with 100% employer match about $107,181 at 4% or $71,454 at 6%.
2011114$225,175$126,477$9,034iApproximate average salary by contribution assumption: employee only about $225,852 at 4% or $150,568 at 6%; with 50% employer match about $150,568 at 4% or $100,379 at 6%; with 100% employer match about $112,926 at 4% or $75,284 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-14$225,175$126,477$9,034iApproximate average salary by contribution assumption: employee only about $225,852 at 4% or $150,568 at 6%; with 50% employer match about $150,568 at 4% or $100,379 at 6%; with 100% employer match about $112,926 at 4% or $75,284 at 6%.
2010112$102,966$101,971$8,498iApproximate average salary by contribution assumption: employee only about $212,440 at 4% or $141,626 at 6%; with 50% employer match about $141,626 at 4% or $94,418 at 6%; with 100% employer match about $106,220 at 4% or $70,813 at 6%.
Oak Tree Pediatrics and More 401(K) Profit Sharing Plan-12$102,966$101,971$8,498iApproximate average salary by contribution assumption: employee only about $212,440 at 4% or $141,626 at 6%; with 50% employer match about $141,626 at 4% or $94,418 at 6%; with 100% employer match about $106,220 at 4% or $70,813 at 6%.