Boak & Sons Inc.
Plan context: BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN
EIN 34-1368121 • Youngstown, OH • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
84
2024 Assets
$8,374,237
2024 Contributions
$626,830
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 84 | $8,374,237 | $626,830 | $7,462iApproximate average salary by contribution assumption: employee only about $186,557 at 4% or $124,371 at 6%; with 50% employer match about $124,371 at 4% or $82,914 at 6%; with 100% employer match about $93,278 at 4% or $62,186 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 84 | $8,374,237 | $626,830 | $7,462iApproximate average salary by contribution assumption: employee only about $186,557 at 4% or $124,371 at 6%; with 50% employer match about $124,371 at 4% or $82,914 at 6%; with 100% employer match about $93,278 at 4% or $62,186 at 6%. |
| 2023 | 1 | 96 | $7,297,729 | $596,220 | $6,211iApproximate average salary by contribution assumption: employee only about $155,266 at 4% or $103,510 at 6%; with 50% employer match about $103,510 at 4% or $69,007 at 6%; with 100% employer match about $77,633 at 4% or $51,755 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 96 | $7,297,729 | $596,220 | $6,211iApproximate average salary by contribution assumption: employee only about $155,266 at 4% or $103,510 at 6%; with 50% employer match about $103,510 at 4% or $69,007 at 6%; with 100% employer match about $77,633 at 4% or $51,755 at 6%. |
| 2022 | 1 | 99 | $6,466,476 | $593,170 | $5,992iApproximate average salary by contribution assumption: employee only about $149,790 at 4% or $99,860 at 6%; with 50% employer match about $99,860 at 4% or $66,574 at 6%; with 100% employer match about $74,895 at 4% or $49,930 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 99 | $6,466,476 | $593,170 | $5,992iApproximate average salary by contribution assumption: employee only about $149,790 at 4% or $99,860 at 6%; with 50% employer match about $99,860 at 4% or $66,574 at 6%; with 100% employer match about $74,895 at 4% or $49,930 at 6%. |
| 2021 | 1 | 100 | $7,173,664 | $453,586 | $4,536iApproximate average salary by contribution assumption: employee only about $113,396 at 4% or $75,598 at 6%; with 50% employer match about $75,598 at 4% or $50,398 at 6%; with 100% employer match about $56,698 at 4% or $37,799 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 100 | $7,173,664 | $453,586 | $4,536iApproximate average salary by contribution assumption: employee only about $113,396 at 4% or $75,598 at 6%; with 50% employer match about $75,598 at 4% or $50,398 at 6%; with 100% employer match about $56,698 at 4% or $37,799 at 6%. |
| 2020 | 1 | 97 | $6,042,005 | $574,002 | $5,918iApproximate average salary by contribution assumption: employee only about $147,939 at 4% or $98,626 at 6%; with 50% employer match about $98,626 at 4% or $65,751 at 6%; with 100% employer match about $73,969 at 4% or $49,313 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 97 | $6,042,005 | $574,002 | $5,918iApproximate average salary by contribution assumption: employee only about $147,939 at 4% or $98,626 at 6%; with 50% employer match about $98,626 at 4% or $65,751 at 6%; with 100% employer match about $73,969 at 4% or $49,313 at 6%. |
| 2019 | 1 | 87 | $4,718,334 | $370,417 | $4,258iApproximate average salary by contribution assumption: employee only about $106,442 at 4% or $70,961 at 6%; with 50% employer match about $70,961 at 4% or $47,307 at 6%; with 100% employer match about $53,221 at 4% or $35,481 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 87 | $4,718,334 | $370,417 | $4,258iApproximate average salary by contribution assumption: employee only about $106,442 at 4% or $70,961 at 6%; with 50% employer match about $70,961 at 4% or $47,307 at 6%; with 100% employer match about $53,221 at 4% or $35,481 at 6%. |
| 2018 | 1 | 105 | $3,842,167 | $284,512 | $2,710iApproximate average salary by contribution assumption: employee only about $67,741 at 4% or $45,161 at 6%; with 50% employer match about $45,161 at 4% or $30,107 at 6%; with 100% employer match about $33,870 at 4% or $22,580 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 105 | $3,842,167 | $284,512 | $2,710iApproximate average salary by contribution assumption: employee only about $67,741 at 4% or $45,161 at 6%; with 50% employer match about $45,161 at 4% or $30,107 at 6%; with 100% employer match about $33,870 at 4% or $22,580 at 6%. |
| 2017 | 1 | 97 | $3,864,849 | $468,228 | $4,827iApproximate average salary by contribution assumption: employee only about $120,677 at 4% or $80,452 at 6%; with 50% employer match about $80,452 at 4% or $53,634 at 6%; with 100% employer match about $60,339 at 4% or $40,226 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 97 | $3,864,849 | $468,228 | $4,827iApproximate average salary by contribution assumption: employee only about $120,677 at 4% or $80,452 at 6%; with 50% employer match about $80,452 at 4% or $53,634 at 6%; with 100% employer match about $60,339 at 4% or $40,226 at 6%. |
| 2016 | 1 | 105 | $3,493,031 | $364,453 | $3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,566 at 6%; with 100% employer match about $43,387 at 4% or $28,925 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 105 | $3,493,031 | $364,453 | $3,471iApproximate average salary by contribution assumption: employee only about $86,775 at 4% or $57,850 at 6%; with 50% employer match about $57,850 at 4% or $38,566 at 6%; with 100% employer match about $43,387 at 4% or $28,925 at 6%. |
| 2015 | 1 | 88 | $3,022,078 | $340,078 | $3,865iApproximate average salary by contribution assumption: employee only about $96,613 at 4% or $64,409 at 6%; with 50% employer match about $64,409 at 4% or $42,939 at 6%; with 100% employer match about $48,307 at 4% or $32,204 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 88 | $3,022,078 | $340,078 | $3,865iApproximate average salary by contribution assumption: employee only about $96,613 at 4% or $64,409 at 6%; with 50% employer match about $64,409 at 4% or $42,939 at 6%; with 100% employer match about $48,307 at 4% or $32,204 at 6%. |
| 2014 | 1 | 93 | $2,859,608 | $379,992 | $4,086iApproximate average salary by contribution assumption: employee only about $102,148 at 4% or $68,099 at 6%; with 50% employer match about $68,099 at 4% or $45,399 at 6%; with 100% employer match about $51,074 at 4% or $34,049 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 93 | $2,859,608 | $379,992 | $4,086iApproximate average salary by contribution assumption: employee only about $102,148 at 4% or $68,099 at 6%; with 50% employer match about $68,099 at 4% or $45,399 at 6%; with 100% employer match about $51,074 at 4% or $34,049 at 6%. |
| 2013 | 1 | 85 | $2,444,708 | $280,873 | $3,304iApproximate average salary by contribution assumption: employee only about $82,610 at 4% or $55,073 at 6%; with 50% employer match about $55,073 at 4% or $36,715 at 6%; with 100% employer match about $41,305 at 4% or $27,537 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 85 | $2,444,708 | $280,873 | $3,304iApproximate average salary by contribution assumption: employee only about $82,610 at 4% or $55,073 at 6%; with 50% employer match about $55,073 at 4% or $36,715 at 6%; with 100% employer match about $41,305 at 4% or $27,537 at 6%. |
| 2012 | 1 | 81 | $1,946,521 | $204,892 | $2,530iApproximate average salary by contribution assumption: employee only about $63,238 at 4% or $42,159 at 6%; with 50% employer match about $42,159 at 4% or $28,106 at 6%; with 100% employer match about $31,619 at 4% or $21,079 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 81 | $1,946,521 | $204,892 | $2,530iApproximate average salary by contribution assumption: employee only about $63,238 at 4% or $42,159 at 6%; with 50% employer match about $42,159 at 4% or $28,106 at 6%; with 100% employer match about $31,619 at 4% or $21,079 at 6%. |
| 2011 | 1 | 76 | $1,660,667 | $174,335 | $2,294iApproximate average salary by contribution assumption: employee only about $57,347 at 4% or $38,231 at 6%; with 50% employer match about $38,231 at 4% or $25,488 at 6%; with 100% employer match about $28,674 at 4% or $19,116 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 76 | $1,660,667 | $174,335 | $2,294iApproximate average salary by contribution assumption: employee only about $57,347 at 4% or $38,231 at 6%; with 50% employer match about $38,231 at 4% or $25,488 at 6%; with 100% employer match about $28,674 at 4% or $19,116 at 6%. |
| 2010 | 1 | 71 | $1,699,916 | $153,026 | $2,155iApproximate average salary by contribution assumption: employee only about $53,882 at 4% or $35,922 at 6%; with 50% employer match about $35,922 at 4% or $23,948 at 6%; with 100% employer match about $26,941 at 4% or $17,961 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 71 | $1,699,916 | $153,026 | $2,155iApproximate average salary by contribution assumption: employee only about $53,882 at 4% or $35,922 at 6%; with 50% employer match about $35,922 at 4% or $23,948 at 6%; with 100% employer match about $26,941 at 4% or $17,961 at 6%. |
| 2009 | 1 | 72 | $1,477,261 | $191,342 | $2,658iApproximate average salary by contribution assumption: employee only about $66,438 at 4% or $44,292 at 6%; with 50% employer match about $44,292 at 4% or $29,528 at 6%; with 100% employer match about $33,219 at 4% or $22,146 at 6%. |
| BOAK & SONS, INC. 401(K) RETIREMENT SVG PLAN | - | 72 | $1,477,261 | $191,342 | $2,658iApproximate average salary by contribution assumption: employee only about $66,438 at 4% or $44,292 at 6%; with 50% employer match about $44,292 at 4% or $29,528 at 6%; with 100% employer match about $33,219 at 4% or $22,146 at 6%. |
| 2008 | 1 | 60 | $1,116,927 | $212,431 | $3,541iApproximate average salary by contribution assumption: employee only about $88,513 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,339 at 6%; with 100% employer match about $44,256 at 4% or $29,504 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 60 | $1,116,927 | $212,431 | $3,541iApproximate average salary by contribution assumption: employee only about $88,513 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,339 at 6%; with 100% employer match about $44,256 at 4% or $29,504 at 6%. |
| 2007 | 1 | 55 | $0 | $0 | - |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 55 | - | - | - |
| 2006 | 1 | 43 | $1,241,917 | $179,973 | $4,185iApproximate average salary by contribution assumption: employee only about $104,635 at 4% or $69,757 at 6%; with 50% employer match about $69,757 at 4% or $46,505 at 6%; with 100% employer match about $52,318 at 4% or $34,878 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 43 | $1,241,917 | $179,973 | $4,185iApproximate average salary by contribution assumption: employee only about $104,635 at 4% or $69,757 at 6%; with 50% employer match about $69,757 at 4% or $46,505 at 6%; with 100% employer match about $52,318 at 4% or $34,878 at 6%. |
| 2005 | 1 | 44 | $1,068,063 | $171,715 | $3,903iApproximate average salary by contribution assumption: employee only about $97,565 at 4% or $65,044 at 6%; with 50% employer match about $65,044 at 4% or $43,362 at 6%; with 100% employer match about $48,783 at 4% or $32,522 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 44 | $1,068,063 | $171,715 | $3,903iApproximate average salary by contribution assumption: employee only about $97,565 at 4% or $65,044 at 6%; with 50% employer match about $65,044 at 4% or $43,362 at 6%; with 100% employer match about $48,783 at 4% or $32,522 at 6%. |
| 2004 | 1 | 43 | $890,718 | $165,023 | $3,838iApproximate average salary by contribution assumption: employee only about $95,944 at 4% or $63,962 at 6%; with 50% employer match about $63,962 at 4% or $42,642 at 6%; with 100% employer match about $47,972 at 4% or $31,981 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 43 | $890,718 | $165,023 | $3,838iApproximate average salary by contribution assumption: employee only about $95,944 at 4% or $63,962 at 6%; with 50% employer match about $63,962 at 4% or $42,642 at 6%; with 100% employer match about $47,972 at 4% or $31,981 at 6%. |
| 2003 | 1 | 34 | $668,091 | $145,270 | $4,273iApproximate average salary by contribution assumption: employee only about $106,816 at 4% or $71,211 at 6%; with 50% employer match about $71,211 at 4% or $47,474 at 6%; with 100% employer match about $53,408 at 4% or $35,605 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 34 | $668,091 | $145,270 | $4,273iApproximate average salary by contribution assumption: employee only about $106,816 at 4% or $71,211 at 6%; with 50% employer match about $71,211 at 4% or $47,474 at 6%; with 100% employer match about $53,408 at 4% or $35,605 at 6%. |
| 2002 | 1 | 34 | $435,255 | $111,602 | $3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%. |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 34 | $435,255 | $111,602 | $3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%. |
| 2001 | 1 | 28 | $0 | $0 | - |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 28 | - | - | - |
| 2000 | 2 | 30 | $0 | $0 | - |
| Boak & Sons Inc. 401K Retirement Savings Plan | - | 30 | - | - | - |
| BOAK & SONS, INC. 401K RETIREMENT SVG PLAN | - | 23 | - | - | - |
| 1999 | 1 | 35 | $359,169 | $134,718 | $3,849iApproximate average salary by contribution assumption: employee only about $96,227 at 4% or $64,151 at 6%; with 50% employer match about $64,151 at 4% or $42,768 at 6%; with 100% employer match about $48,114 at 4% or $32,076 at 6%. |
| Boak & Sons Inc. 401K Retirement Savings Plan | - | 35 | $359,169 | $134,718 | $3,849iApproximate average salary by contribution assumption: employee only about $96,227 at 4% or $64,151 at 6%; with 50% employer match about $64,151 at 4% or $42,768 at 6%; with 100% employer match about $48,114 at 4% or $32,076 at 6%. |