GREAT OAKS FOUNDATION, INC.
Plan context: GREAT OAKS FOUNDATION, INC. 403(B) PLAN
EIN 27-5281234 • New York, NY • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$1,345,158
2025 Contributions
$296,708
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $1,345,158 | $296,708 | $14,129iApproximate average salary by contribution assumption: employee only about $353,224 at 4% or $235,483 at 6%; with 50% employer match about $235,483 at 4% or $156,988 at 6%; with 100% employer match about $176,612 at 4% or $117,741 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 21 | $1,345,158 | $296,708 | $14,129iApproximate average salary by contribution assumption: employee only about $353,224 at 4% or $235,483 at 6%; with 50% employer match about $235,483 at 4% or $156,988 at 6%; with 100% employer match about $176,612 at 4% or $117,741 at 6%. |
| 2024 | 1 | 25 | $995,081 | $245,789 | $9,832iApproximate average salary by contribution assumption: employee only about $245,789 at 4% or $163,859 at 6%; with 50% employer match about $163,859 at 4% or $109,240 at 6%; with 100% employer match about $122,894 at 4% or $81,930 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 25 | $995,081 | $245,789 | $9,832iApproximate average salary by contribution assumption: employee only about $245,789 at 4% or $163,859 at 6%; with 50% employer match about $163,859 at 4% or $109,240 at 6%; with 100% employer match about $122,894 at 4% or $81,930 at 6%. |
| 2023 | 1 | 23 | $771,834 | $171,637 | $7,462iApproximate average salary by contribution assumption: employee only about $186,562 at 4% or $124,375 at 6%; with 50% employer match about $124,375 at 4% or $82,916 at 6%; with 100% employer match about $93,281 at 4% or $62,187 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 23 | $771,834 | $171,637 | $7,462iApproximate average salary by contribution assumption: employee only about $186,562 at 4% or $124,375 at 6%; with 50% employer match about $124,375 at 4% or $82,916 at 6%; with 100% employer match about $93,281 at 4% or $62,187 at 6%. |
| 2022 | 1 | 24 | $615,123 | $163,003 | $6,792iApproximate average salary by contribution assumption: employee only about $169,795 at 4% or $113,197 at 6%; with 50% employer match about $113,197 at 4% or $75,464 at 6%; with 100% employer match about $84,897 at 4% or $56,598 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 24 | $615,123 | $163,003 | $6,792iApproximate average salary by contribution assumption: employee only about $169,795 at 4% or $113,197 at 6%; with 50% employer match about $113,197 at 4% or $75,464 at 6%; with 100% employer match about $84,897 at 4% or $56,598 at 6%. |
| 2021 | 1 | 24 | $644,651 | $107,259 | $4,469iApproximate average salary by contribution assumption: employee only about $111,728 at 4% or $74,485 at 6%; with 50% employer match about $74,485 at 4% or $49,657 at 6%; with 100% employer match about $55,864 at 4% or $37,243 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 24 | $644,651 | $107,259 | $4,469iApproximate average salary by contribution assumption: employee only about $111,728 at 4% or $74,485 at 6%; with 50% employer match about $74,485 at 4% or $49,657 at 6%; with 100% employer match about $55,864 at 4% or $37,243 at 6%. |
| 2020 | 1 | 21 | $506,546 | $81,606 | $3,886iApproximate average salary by contribution assumption: employee only about $97,150 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,575 at 4% or $32,383 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 21 | $506,546 | $81,606 | $3,886iApproximate average salary by contribution assumption: employee only about $97,150 at 4% or $64,767 at 6%; with 50% employer match about $64,767 at 4% or $43,178 at 6%; with 100% employer match about $48,575 at 4% or $32,383 at 6%. |
| 2019 | 1 | 18 | $346,747 | $89,131 | $4,952iApproximate average salary by contribution assumption: employee only about $123,793 at 4% or $82,529 at 6%; with 50% employer match about $82,529 at 4% or $55,019 at 6%; with 100% employer match about $61,897 at 4% or $41,264 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 18 | $346,747 | $89,131 | $4,952iApproximate average salary by contribution assumption: employee only about $123,793 at 4% or $82,529 at 6%; with 50% employer match about $82,529 at 4% or $55,019 at 6%; with 100% employer match about $61,897 at 4% or $41,264 at 6%. |
| 2018 | 1 | 16 | $211,288 | $59,299 | $3,706iApproximate average salary by contribution assumption: employee only about $92,655 at 4% or $61,770 at 6%; with 50% employer match about $61,770 at 4% or $41,180 at 6%; with 100% employer match about $46,327 at 4% or $30,885 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 16 | $211,288 | $59,299 | $3,706iApproximate average salary by contribution assumption: employee only about $92,655 at 4% or $61,770 at 6%; with 50% employer match about $61,770 at 4% or $41,180 at 6%; with 100% employer match about $46,327 at 4% or $30,885 at 6%. |
| 2017 | 1 | 13 | $197,060 | $58,423 | $4,494iApproximate average salary by contribution assumption: employee only about $112,352 at 4% or $74,901 at 6%; with 50% employer match about $74,901 at 4% or $49,934 at 6%; with 100% employer match about $56,176 at 4% or $37,451 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 13 | $197,060 | $58,423 | $4,494iApproximate average salary by contribution assumption: employee only about $112,352 at 4% or $74,901 at 6%; with 50% employer match about $74,901 at 4% or $49,934 at 6%; with 100% employer match about $56,176 at 4% or $37,451 at 6%. |
| 2016 | 1 | 11 | $112,332 | $48,075 | $4,370iApproximate average salary by contribution assumption: employee only about $109,261 at 4% or $72,841 at 6%; with 50% employer match about $72,841 at 4% or $48,561 at 6%; with 100% employer match about $54,631 at 4% or $36,420 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 11 | $112,332 | $48,075 | $4,370iApproximate average salary by contribution assumption: employee only about $109,261 at 4% or $72,841 at 6%; with 50% employer match about $72,841 at 4% or $48,561 at 6%; with 100% employer match about $54,631 at 4% or $36,420 at 6%. |
| 2015 | 1 | 10 | $55,127 | $56,705 | $5,671iApproximate average salary by contribution assumption: employee only about $141,763 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,006 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%. |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 10 | $55,127 | $56,705 | $5,671iApproximate average salary by contribution assumption: employee only about $141,763 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,006 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%. |
| 2014 | 1 | 0 | $0 | $0 | - |
| GREAT OAKS FOUNDATION, INC. 403(B) PLAN | - | 0 | $0 | - | - |