Civic Intelligence

Oak Surgical Institute

Plan context: Oak Surgical Institute Retirement Trust

EIN 36-4337136 • Bradley, IL • 9 filings • 1 plans

403 S. Kennedy DriveBradley, IL 60915-2152
Current Snapshot

Latest Year

2012

2012 Participants

12

2012 Assets

$560,224

2012 Contributions

$26,230

Historical Graphs

Total Assets Over Time

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

$650,941$325,471$0200420082011YearValue
$560,224Latest year 2011

Participants Over Time

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

1890200420082011YearValue
12Latest year 2011

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
201210$0$26,230-
Oak Surgical Institute Retirement Trust-0$0$26,230-
2011112$560,224$60,813$5,068iApproximate average salary by contribution assumption: employee only about $126,694 at 4% or $84,463 at 6%; with 50% employer match about $84,463 at 4% or $56,308 at 6%; with 100% employer match about $63,347 at 4% or $42,231 at 6%.
Oak Surgical Institute Retirement Trust-12$560,224$60,813$5,068iApproximate average salary by contribution assumption: employee only about $126,694 at 4% or $84,463 at 6%; with 50% employer match about $84,463 at 4% or $56,308 at 6%; with 100% employer match about $63,347 at 4% or $42,231 at 6%.
2010116$650,941$71,069$4,442iApproximate average salary by contribution assumption: employee only about $111,045 at 4% or $74,030 at 6%; with 50% employer match about $74,030 at 4% or $49,353 at 6%; with 100% employer match about $55,523 at 4% or $37,015 at 6%.
Oak Surgical Institute Retirement Trust-16$650,941$71,069$4,442iApproximate average salary by contribution assumption: employee only about $111,045 at 4% or $74,030 at 6%; with 50% employer match about $74,030 at 4% or $49,353 at 6%; with 100% employer match about $55,523 at 4% or $37,015 at 6%.
2009117$497,334$163,885$9,640iApproximate average salary by contribution assumption: employee only about $241,007 at 4% or $160,672 at 6%; with 50% employer match about $160,672 at 4% or $107,114 at 6%; with 100% employer match about $120,504 at 4% or $80,336 at 6%.
Oak Surgical Institute Retirement Trust-17$497,334$163,885$9,640iApproximate average salary by contribution assumption: employee only about $241,007 at 4% or $160,672 at 6%; with 50% employer match about $160,672 at 4% or $107,114 at 6%; with 100% employer match about $120,504 at 4% or $80,336 at 6%.
2008118$241,540$138,657$7,703iApproximate average salary by contribution assumption: employee only about $192,579 at 4% or $128,386 at 6%; with 50% employer match about $128,386 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,193 at 6%.
Oak Surgical Institute Retirement Trust-18$241,540$138,657$7,703iApproximate average salary by contribution assumption: employee only about $192,579 at 4% or $128,386 at 6%; with 50% employer match about $128,386 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,193 at 6%.
2007118$0$0-
Oak Surgical Institute Retirement Trust-18---
2006113$154,786$44,713$3,439iApproximate average salary by contribution assumption: employee only about $85,987 at 4% or $57,324 at 6%; with 50% employer match about $57,324 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.
Oak Surgical Institute Retirement Trust-13$154,786$44,713$3,439iApproximate average salary by contribution assumption: employee only about $85,987 at 4% or $57,324 at 6%; with 50% employer match about $57,324 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.
2005114$95,168$68,764$4,912iApproximate average salary by contribution assumption: employee only about $122,793 at 4% or $81,862 at 6%; with 50% employer match about $81,862 at 4% or $54,575 at 6%; with 100% employer match about $61,396 at 4% or $40,931 at 6%.
Oak Surgical Institute Retirement Trust-14$95,168$68,764$4,912iApproximate average salary by contribution assumption: employee only about $122,793 at 4% or $81,862 at 6%; with 50% employer match about $81,862 at 4% or $54,575 at 6%; with 100% employer match about $61,396 at 4% or $40,931 at 6%.
2004116$23,478$22,952$1,435iApproximate average salary by contribution assumption: employee only about $35,863 at 4% or $23,908 at 6%; with 50% employer match about $23,908 at 4% or $15,939 at 6%; with 100% employer match about $17,931 at 4% or $11,954 at 6%.
Oak Surgical Institute Retirement Trust-16$23,478$22,952$1,435iApproximate average salary by contribution assumption: employee only about $35,863 at 4% or $23,908 at 6%; with 50% employer match about $23,908 at 4% or $15,939 at 6%; with 100% employer match about $17,931 at 4% or $11,954 at 6%.