WHITE OAK CPA, INC
Plan context: WHITE OAK CPA 401(K) PLAN
EIN 36-3656237 • Northbrook, IL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$244,265
2025 Contributions
$49,240
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 | 5 | $244,265 | $49,240 | $9,848iApproximate average salary by contribution assumption: employee only about $246,200 at 4% or $164,133 at 6%; with 50% employer match about $164,133 at 4% or $109,422 at 6%; with 100% employer match about $123,100 at 4% or $82,067 at 6%. |
| WHITE OAK CPA 401(K) PLAN | - | 5 | $244,265 | $49,240 | $9,848iApproximate average salary by contribution assumption: employee only about $246,200 at 4% or $164,133 at 6%; with 50% employer match about $164,133 at 4% or $109,422 at 6%; with 100% employer match about $123,100 at 4% or $82,067 at 6%. |
| 2024 | 1 | 6 | $169,502 | $49,277 | $8,213iApproximate average salary by contribution assumption: employee only about $205,321 at 4% or $136,881 at 6%; with 50% employer match about $136,881 at 4% or $91,254 at 6%; with 100% employer match about $102,660 at 4% or $68,440 at 6%. |
| WHITE OAK CPA 401(K) PLAN | - | 6 | $169,502 | $49,277 | $8,213iApproximate average salary by contribution assumption: employee only about $205,321 at 4% or $136,881 at 6%; with 50% employer match about $136,881 at 4% or $91,254 at 6%; with 100% employer match about $102,660 at 4% or $68,440 at 6%. |
| 2023 | 1 | 6 | $102,012 | $67,551 | $11,259iApproximate average salary by contribution assumption: employee only about $281,463 at 4% or $187,642 at 6%; with 50% employer match about $187,642 at 4% or $125,094 at 6%; with 100% employer match about $140,731 at 4% or $93,821 at 6%. |
| WHITE OAK CPA 401(K) PLAN | - | 6 | $102,012 | $67,551 | $11,259iApproximate average salary by contribution assumption: employee only about $281,463 at 4% or $187,642 at 6%; with 50% employer match about $187,642 at 4% or $125,094 at 6%; with 100% employer match about $140,731 at 4% or $93,821 at 6%. |
| 2022 | 1 | 5 | $53,930 | $56,305 | $11,261iApproximate average salary by contribution assumption: employee only about $281,525 at 4% or $187,683 at 6%; with 50% employer match about $187,683 at 4% or $125,122 at 6%; with 100% employer match about $140,763 at 4% or $93,842 at 6%. |
| WHITE OAK CPA 401(K) PLAN | - | 5 | $53,930 | $56,305 | $11,261iApproximate average salary by contribution assumption: employee only about $281,525 at 4% or $187,683 at 6%; with 50% employer match about $187,683 at 4% or $125,122 at 6%; with 100% employer match about $140,763 at 4% or $93,842 at 6%. |