Civic Intelligence

The Oak Clinic

Plan context: Oak Clinic Profit Sharing Plan

EIN 34-1930683 • 25 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$11,930,208

2024 Contributions

$556,114

Historical Graphs

Total Assets Over Time

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

$11,930,208$5,965,104$0200220142024YearValue
$11,930,208Latest year 2024

Participants Over Time

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

27140200020122024YearValue
27Latest year 2024

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
2024127$11,930,208$556,114$20,597iApproximate average salary by contribution assumption: employee only about $514,920 at 4% or $343,280 at 6%; with 50% employer match about $343,280 at 4% or $228,853 at 6%; with 100% employer match about $257,460 at 4% or $171,640 at 6%.
Oak Clinic Profit Sharing Plan-27$11,930,208$556,114$20,597iApproximate average salary by contribution assumption: employee only about $514,920 at 4% or $343,280 at 6%; with 50% employer match about $343,280 at 4% or $228,853 at 6%; with 100% employer match about $257,460 at 4% or $171,640 at 6%.
2023126$9,287,903$460,624$17,716iApproximate average salary by contribution assumption: employee only about $442,908 at 4% or $295,272 at 6%; with 50% employer match about $295,272 at 4% or $196,848 at 6%; with 100% employer match about $221,454 at 4% or $147,636 at 6%.
Oak Clinic Profit Sharing Plan-26$9,287,903$460,624$17,716iApproximate average salary by contribution assumption: employee only about $442,908 at 4% or $295,272 at 6%; with 50% employer match about $295,272 at 4% or $196,848 at 6%; with 100% employer match about $221,454 at 4% or $147,636 at 6%.
2022127$6,676,809$446,945$16,554iApproximate average salary by contribution assumption: employee only about $413,838 at 4% or $275,892 at 6%; with 50% employer match about $275,892 at 4% or $183,928 at 6%; with 100% employer match about $206,919 at 4% or $137,946 at 6%.
Oak Clinic Profit Sharing Plan-27$6,676,809$446,945$16,554iApproximate average salary by contribution assumption: employee only about $413,838 at 4% or $275,892 at 6%; with 50% employer match about $275,892 at 4% or $183,928 at 6%; with 100% employer match about $206,919 at 4% or $137,946 at 6%.
2021125$9,018,044$438,492$17,540iApproximate average salary by contribution assumption: employee only about $438,492 at 4% or $292,328 at 6%; with 50% employer match about $292,328 at 4% or $194,885 at 6%; with 100% employer match about $219,246 at 4% or $146,164 at 6%.
Oak Clinic Profit Sharing Plan-25$9,018,044$438,492$17,540iApproximate average salary by contribution assumption: employee only about $438,492 at 4% or $292,328 at 6%; with 50% employer match about $292,328 at 4% or $194,885 at 6%; with 100% employer match about $219,246 at 4% or $146,164 at 6%.
2020125$6,760,078$420,762$16,830iApproximate average salary by contribution assumption: employee only about $420,762 at 4% or $280,508 at 6%; with 50% employer match about $280,508 at 4% or $187,005 at 6%; with 100% employer match about $210,381 at 4% or $140,254 at 6%.
Oak Clinic Profit Sharing Plan-25$6,760,078$420,762$16,830iApproximate average salary by contribution assumption: employee only about $420,762 at 4% or $280,508 at 6%; with 50% employer match about $280,508 at 4% or $187,005 at 6%; with 100% employer match about $210,381 at 4% or $140,254 at 6%.
2019123$5,466,836$293,912$12,779iApproximate average salary by contribution assumption: employee only about $319,470 at 4% or $212,980 at 6%; with 50% employer match about $212,980 at 4% or $141,986 at 6%; with 100% employer match about $159,735 at 4% or $106,490 at 6%.
Oak Clinic Profit Sharing Plan-23$5,466,836$293,912$12,779iApproximate average salary by contribution assumption: employee only about $319,470 at 4% or $212,980 at 6%; with 50% employer match about $212,980 at 4% or $141,986 at 6%; with 100% employer match about $159,735 at 4% or $106,490 at 6%.
2018120$4,058,150$218,069$10,903iApproximate average salary by contribution assumption: employee only about $272,586 at 4% or $181,724 at 6%; with 50% employer match about $181,724 at 4% or $121,149 at 6%; with 100% employer match about $136,293 at 4% or $90,862 at 6%.
Oak Clinic Profit Sharing Plan-20$4,058,150$218,069$10,903iApproximate average salary by contribution assumption: employee only about $272,586 at 4% or $181,724 at 6%; with 50% employer match about $181,724 at 4% or $121,149 at 6%; with 100% employer match about $136,293 at 4% or $90,862 at 6%.
201719$3,980,307$206,295$22,922iApproximate average salary by contribution assumption: employee only about $573,042 at 4% or $382,028 at 6%; with 50% employer match about $382,028 at 4% or $254,685 at 6%; with 100% employer match about $286,521 at 4% or $191,014 at 6%.
Oak Clinic Profit Sharing Plan-9$3,980,307$206,295$22,922iApproximate average salary by contribution assumption: employee only about $573,042 at 4% or $382,028 at 6%; with 50% employer match about $382,028 at 4% or $254,685 at 6%; with 100% employer match about $286,521 at 4% or $191,014 at 6%.
201619$3,424,884$140,095$15,566iApproximate average salary by contribution assumption: employee only about $389,153 at 4% or $259,435 at 6%; with 50% employer match about $259,435 at 4% or $172,957 at 6%; with 100% employer match about $194,576 at 4% or $129,718 at 6%.
Oak Clinic Profit Sharing Plan-9$3,424,884$140,095$15,566iApproximate average salary by contribution assumption: employee only about $389,153 at 4% or $259,435 at 6%; with 50% employer match about $259,435 at 4% or $172,957 at 6%; with 100% employer match about $194,576 at 4% or $129,718 at 6%.
201518$3,062,754$135,510$16,939iApproximate average salary by contribution assumption: employee only about $423,469 at 4% or $282,313 at 6%; with 50% employer match about $282,313 at 4% or $188,208 at 6%; with 100% employer match about $211,734 at 4% or $141,156 at 6%.
Oak Clinic Profit Sharing Plan-8$3,062,754$135,510$16,939iApproximate average salary by contribution assumption: employee only about $423,469 at 4% or $282,313 at 6%; with 50% employer match about $282,313 at 4% or $188,208 at 6%; with 100% employer match about $211,734 at 4% or $141,156 at 6%.
201418$2,779,468$128,825$16,103iApproximate average salary by contribution assumption: employee only about $402,578 at 4% or $268,385 at 6%; with 50% employer match about $268,385 at 4% or $178,924 at 6%; with 100% employer match about $201,289 at 4% or $134,193 at 6%.
Oak Clinic Profit Sharing Plan-8$2,779,468$128,825$16,103iApproximate average salary by contribution assumption: employee only about $402,578 at 4% or $268,385 at 6%; with 50% employer match about $268,385 at 4% or $178,924 at 6%; with 100% employer match about $201,289 at 4% or $134,193 at 6%.
201319$2,441,135$149,876$16,653iApproximate average salary by contribution assumption: employee only about $416,322 at 4% or $277,548 at 6%; with 50% employer match about $277,548 at 4% or $185,032 at 6%; with 100% employer match about $208,161 at 4% or $138,774 at 6%.
Oak Clinic Profit Sharing Plan-9$2,441,135$149,876$16,653iApproximate average salary by contribution assumption: employee only about $416,322 at 4% or $277,548 at 6%; with 50% employer match about $277,548 at 4% or $185,032 at 6%; with 100% employer match about $208,161 at 4% or $138,774 at 6%.
201217$1,758,286$114,324$16,332iApproximate average salary by contribution assumption: employee only about $408,300 at 4% or $272,200 at 6%; with 50% employer match about $272,200 at 4% or $181,467 at 6%; with 100% employer match about $204,150 at 4% or $136,100 at 6%.
Oak Clinic Profit Sharing Plan-7$1,758,286$114,324$16,332iApproximate average salary by contribution assumption: employee only about $408,300 at 4% or $272,200 at 6%; with 50% employer match about $272,200 at 4% or $181,467 at 6%; with 100% employer match about $204,150 at 4% or $136,100 at 6%.
201117$1,422,577$112,080$16,011iApproximate average salary by contribution assumption: employee only about $400,286 at 4% or $266,857 at 6%; with 50% employer match about $266,857 at 4% or $177,905 at 6%; with 100% employer match about $200,143 at 4% or $133,429 at 6%.
Oak Clinic Profit Sharing Plan-7$1,422,577$112,080$16,011iApproximate average salary by contribution assumption: employee only about $400,286 at 4% or $266,857 at 6%; with 50% employer match about $266,857 at 4% or $177,905 at 6%; with 100% employer match about $200,143 at 4% or $133,429 at 6%.
201017$1,374,308$110,565$15,795iApproximate average salary by contribution assumption: employee only about $394,875 at 4% or $263,250 at 6%; with 50% employer match about $263,250 at 4% or $175,500 at 6%; with 100% employer match about $197,438 at 4% or $131,625 at 6%.
Oak Clinic Profit Sharing Plan-7$1,374,308$110,565$15,795iApproximate average salary by contribution assumption: employee only about $394,875 at 4% or $263,250 at 6%; with 50% employer match about $263,250 at 4% or $175,500 at 6%; with 100% employer match about $197,438 at 4% or $131,625 at 6%.
200918$1,113,269$110,370$13,796iApproximate average salary by contribution assumption: employee only about $344,906 at 4% or $229,938 at 6%; with 50% employer match about $229,938 at 4% or $153,292 at 6%; with 100% employer match about $172,453 at 4% or $114,969 at 6%.
Oak Clinic Profit Sharing Plan-8$1,113,269$110,370$13,796iApproximate average salary by contribution assumption: employee only about $344,906 at 4% or $229,938 at 6%; with 50% employer match about $229,938 at 4% or $153,292 at 6%; with 100% employer match about $172,453 at 4% or $114,969 at 6%.
200819$773,584$106,465$11,829iApproximate average salary by contribution assumption: employee only about $295,736 at 4% or $197,157 at 6%; with 50% employer match about $197,157 at 4% or $131,438 at 6%; with 100% employer match about $147,868 at 4% or $98,579 at 6%.
Oak Clinic Profit Sharing Plan-9$773,584$106,465$11,829iApproximate average salary by contribution assumption: employee only about $295,736 at 4% or $197,157 at 6%; with 50% employer match about $197,157 at 4% or $131,438 at 6%; with 100% employer match about $147,868 at 4% or $98,579 at 6%.
200719$0$0-
Oak Clinic Profit Sharing Plan-9---
200619$926,683$112,511$12,501iApproximate average salary by contribution assumption: employee only about $312,531 at 4% or $208,354 at 6%; with 50% employer match about $208,354 at 4% or $138,902 at 6%; with 100% employer match about $156,265 at 4% or $104,177 at 6%.
Oak Clinic Profit Sharing Plan-9$926,683$112,511$12,501iApproximate average salary by contribution assumption: employee only about $312,531 at 4% or $208,354 at 6%; with 50% employer match about $208,354 at 4% or $138,902 at 6%; with 100% employer match about $156,265 at 4% or $104,177 at 6%.
2005110$882,919$195,154$19,515iApproximate average salary by contribution assumption: employee only about $487,885 at 4% or $325,257 at 6%; with 50% employer match about $325,257 at 4% or $216,838 at 6%; with 100% employer match about $243,943 at 4% or $162,628 at 6%.
Oak Clinic Profit Sharing Plan-10$882,919$195,154$19,515iApproximate average salary by contribution assumption: employee only about $487,885 at 4% or $325,257 at 6%; with 50% employer match about $325,257 at 4% or $216,838 at 6%; with 100% employer match about $243,943 at 4% or $162,628 at 6%.
2004110$664,064$226,774$22,677iApproximate average salary by contribution assumption: employee only about $566,935 at 4% or $377,957 at 6%; with 50% employer match about $377,957 at 4% or $251,971 at 6%; with 100% employer match about $283,468 at 4% or $188,978 at 6%.
Oak Clinic Profit Sharing Plan-10$664,064$226,774$22,677iApproximate average salary by contribution assumption: employee only about $566,935 at 4% or $377,957 at 6%; with 50% employer match about $377,957 at 4% or $251,971 at 6%; with 100% employer match about $283,468 at 4% or $188,978 at 6%.
200318$0$0-
Oak Clinic Profit Sharing Plan-8---
200217$243,574$188,547$26,935iApproximate average salary by contribution assumption: employee only about $673,382 at 4% or $448,921 at 6%; with 50% employer match about $448,921 at 4% or $299,281 at 6%; with 100% employer match about $336,691 at 4% or $224,461 at 6%.
Oak Clinic Profit Sharing Plan-7$243,574$188,547$26,935iApproximate average salary by contribution assumption: employee only about $673,382 at 4% or $448,921 at 6%; with 50% employer match about $448,921 at 4% or $299,281 at 6%; with 100% employer match about $336,691 at 4% or $224,461 at 6%.
200115$0$0-
Oak Clinic Profit Sharing Plan-5---
200012$0$0-
Oak Clinic Profit Sharing Plan-2---