Civic Intelligence

MIGHTY OAKS FOUNDATION

Plan context: MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 45-3159170 • Montgomery, TX • 7 filings • 2 plans

P.O. Box 1405Montgomery, TX 77356-1405
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$527,669

2024 Contributions

$151,361

Historical Graphs

Total Assets Over Time

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

$527,669$263,835$0201820212024YearValue
$527,669Latest year 2024

Participants Over Time

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

32160201820212024YearValue
32Latest 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
2024132$527,669$151,361$4,730iApproximate average salary by contribution assumption: employee only about $118,251 at 4% or $78,834 at 6%; with 50% employer match about $78,834 at 4% or $52,556 at 6%; with 100% employer match about $59,125 at 4% or $39,417 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-32$527,669$151,361$4,730iApproximate average salary by contribution assumption: employee only about $118,251 at 4% or $78,834 at 6%; with 50% employer match about $78,834 at 4% or $52,556 at 6%; with 100% employer match about $59,125 at 4% or $39,417 at 6%.
2023125$457,883$120,056$4,802iApproximate average salary by contribution assumption: employee only about $120,056 at 4% or $80,037 at 6%; with 50% employer match about $80,037 at 4% or $53,358 at 6%; with 100% employer match about $60,028 at 4% or $40,019 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-25$457,883$120,056$4,802iApproximate average salary by contribution assumption: employee only about $120,056 at 4% or $80,037 at 6%; with 50% employer match about $80,037 at 4% or $53,358 at 6%; with 100% employer match about $60,028 at 4% or $40,019 at 6%.
2022117$300,462$71,183$4,187iApproximate average salary by contribution assumption: employee only about $104,681 at 4% or $69,787 at 6%; with 50% employer match about $69,787 at 4% or $46,525 at 6%; with 100% employer match about $52,340 at 4% or $34,894 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-17$300,462$71,183$4,187iApproximate average salary by contribution assumption: employee only about $104,681 at 4% or $69,787 at 6%; with 50% employer match about $69,787 at 4% or $46,525 at 6%; with 100% employer match about $52,340 at 4% or $34,894 at 6%.
2021114$251,710$84,764$6,055iApproximate average salary by contribution assumption: employee only about $151,364 at 4% or $100,910 at 6%; with 50% employer match about $100,910 at 4% or $67,273 at 6%; with 100% employer match about $75,682 at 4% or $50,455 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-14$251,710$84,764$6,055iApproximate average salary by contribution assumption: employee only about $151,364 at 4% or $100,910 at 6%; with 50% employer match about $100,910 at 4% or $67,273 at 6%; with 100% employer match about $75,682 at 4% or $50,455 at 6%.
2020113$155,158$71,388$5,491iApproximate average salary by contribution assumption: employee only about $137,285 at 4% or $91,523 at 6%; with 50% employer match about $91,523 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,762 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-13$155,158$71,388$5,491iApproximate average salary by contribution assumption: employee only about $137,285 at 4% or $91,523 at 6%; with 50% employer match about $91,523 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,762 at 6%.
2019113$85,722$65,625$5,048iApproximate average salary by contribution assumption: employee only about $126,202 at 4% or $84,135 at 6%; with 50% employer match about $84,135 at 4% or $56,090 at 6%; with 100% employer match about $63,101 at 4% or $42,067 at 6%.
MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-13$85,722$65,625$5,048iApproximate average salary by contribution assumption: employee only about $126,202 at 4% or $84,135 at 6%; with 50% employer match about $84,135 at 4% or $56,090 at 6%; with 100% employer match about $63,101 at 4% or $42,067 at 6%.
201818$15,044$15,586$1,948iApproximate average salary by contribution assumption: employee only about $48,706 at 4% or $32,471 at 6%; with 50% employer match about $32,471 at 4% or $21,647 at 6%; with 100% employer match about $24,353 at 4% or $16,235 at 6%.
MIGHTY OAKS FOUNDATION 401 K PROFIT SHARING PLAN TRUST-8$15,044$15,586$1,948iApproximate average salary by contribution assumption: employee only about $48,706 at 4% or $32,471 at 6%; with 50% employer match about $32,471 at 4% or $21,647 at 6%; with 100% employer match about $24,353 at 4% or $16,235 at 6%.