Oak Point Financial Group
Plan context: Oak Point Financial Group 401(K) Plan
EIN 27-1677554 • Portage, MI • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
11
2017 Assets
$338,346
2017 Contributions
$55,732
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $55,732 | - |
| Oak Point Financial Group 401(K) Plan | - | 0 | $0 | $55,732 | - |
| 2016 | 1 | 11 | $338,346 | $131,258 | $11,933iApproximate average salary by contribution assumption: employee only about $298,314 at 4% or $198,876 at 6%; with 50% employer match about $198,876 at 4% or $132,584 at 6%; with 100% employer match about $149,157 at 4% or $99,438 at 6%. |
| Oak Point Financial Group 401(K) Plan | - | 11 | $338,346 | $131,258 | $11,933iApproximate average salary by contribution assumption: employee only about $298,314 at 4% or $198,876 at 6%; with 50% employer match about $198,876 at 4% or $132,584 at 6%; with 100% employer match about $149,157 at 4% or $99,438 at 6%. |
| 2015 | 1 | 10 | $190,170 | $79,014 | $7,901iApproximate average salary by contribution assumption: employee only about $197,535 at 4% or $131,690 at 6%; with 50% employer match about $131,690 at 4% or $87,793 at 6%; with 100% employer match about $98,768 at 4% or $65,845 at 6%. |
| Oak Point Financial Group 401(K) Plan | - | 10 | $190,170 | $79,014 | $7,901iApproximate average salary by contribution assumption: employee only about $197,535 at 4% or $131,690 at 6%; with 50% employer match about $131,690 at 4% or $87,793 at 6%; with 100% employer match about $98,768 at 4% or $65,845 at 6%. |
| 2014 | 1 | 6 | $119,025 | $60,086 | $10,014iApproximate average salary by contribution assumption: employee only about $250,358 at 4% or $166,906 at 6%; with 50% employer match about $166,906 at 4% or $111,270 at 6%; with 100% employer match about $125,179 at 4% or $83,453 at 6%. |
| Oak Point Financial Group 401(K) Plan | - | 6 | $119,025 | $60,086 | $10,014iApproximate average salary by contribution assumption: employee only about $250,358 at 4% or $166,906 at 6%; with 50% employer match about $166,906 at 4% or $111,270 at 6%; with 100% employer match about $125,179 at 4% or $83,453 at 6%. |
| 2013 | 1 | 6 | $55,741 | $51,862 | $8,644iApproximate average salary by contribution assumption: employee only about $216,092 at 4% or $144,061 at 6%; with 50% employer match about $144,061 at 4% or $96,041 at 6%; with 100% employer match about $108,046 at 4% or $72,031 at 6%. |
| Oak Point Financial Group 401(K) Plan | - | 6 | $55,741 | $51,862 | $8,644iApproximate average salary by contribution assumption: employee only about $216,092 at 4% or $144,061 at 6%; with 50% employer match about $144,061 at 4% or $96,041 at 6%; with 100% employer match about $108,046 at 4% or $72,031 at 6%. |