Five Oaks Academy
Plan context: Five Oaks Academy 401(K) Retirement Plan
EIN 54-2116609 • Simpsonville, SC • 19 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,867,489
2024 Contributions
$125,073
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 | 26 | $1,867,489 | $125,073 | $4,811iApproximate average salary by contribution assumption: employee only about $120,263 at 4% or $80,175 at 6%; with 50% employer match about $80,175 at 4% or $53,450 at 6%; with 100% employer match about $60,131 at 4% or $40,088 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 26 | $1,867,489 | $125,073 | $4,811iApproximate average salary by contribution assumption: employee only about $120,263 at 4% or $80,175 at 6%; with 50% employer match about $80,175 at 4% or $53,450 at 6%; with 100% employer match about $60,131 at 4% or $40,088 at 6%. |
| 2023 | 1 | 28 | $1,676,004 | $313,521 | $11,197iApproximate average salary by contribution assumption: employee only about $279,929 at 4% or $186,620 at 6%; with 50% employer match about $186,620 at 4% or $124,413 at 6%; with 100% employer match about $139,965 at 4% or $93,310 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 28 | $1,676,004 | $313,521 | $11,197iApproximate average salary by contribution assumption: employee only about $279,929 at 4% or $186,620 at 6%; with 50% employer match about $186,620 at 4% or $124,413 at 6%; with 100% employer match about $139,965 at 4% or $93,310 at 6%. |
| 2022 | 1 | 28 | $1,439,537 | $127,327 | $4,547iApproximate average salary by contribution assumption: employee only about $113,685 at 4% or $75,790 at 6%; with 50% employer match about $75,790 at 4% or $50,527 at 6%; with 100% employer match about $56,842 at 4% or $37,895 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 28 | $1,439,537 | $127,327 | $4,547iApproximate average salary by contribution assumption: employee only about $113,685 at 4% or $75,790 at 6%; with 50% employer match about $75,790 at 4% or $50,527 at 6%; with 100% employer match about $56,842 at 4% or $37,895 at 6%. |
| 2021 | 1 | 28 | $1,206,200 | $132,702 | $4,739iApproximate average salary by contribution assumption: employee only about $118,484 at 4% or $78,989 at 6%; with 50% employer match about $78,989 at 4% or $52,660 at 6%; with 100% employer match about $59,242 at 4% or $39,495 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 28 | $1,206,200 | $132,702 | $4,739iApproximate average salary by contribution assumption: employee only about $118,484 at 4% or $78,989 at 6%; with 50% employer match about $78,989 at 4% or $52,660 at 6%; with 100% employer match about $59,242 at 4% or $39,495 at 6%. |
| 2020 | 1 | 25 | $1,222,010 | $101,183 | $4,047iApproximate average salary by contribution assumption: employee only about $101,183 at 4% or $67,455 at 6%; with 50% employer match about $67,455 at 4% or $44,970 at 6%; with 100% employer match about $50,592 at 4% or $33,728 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 25 | $1,222,010 | $101,183 | $4,047iApproximate average salary by contribution assumption: employee only about $101,183 at 4% or $67,455 at 6%; with 50% employer match about $67,455 at 4% or $44,970 at 6%; with 100% employer match about $50,592 at 4% or $33,728 at 6%. |
| 2019 | 1 | 30 | $906,700 | $101,135 | $3,371iApproximate average salary by contribution assumption: employee only about $84,279 at 4% or $56,186 at 6%; with 50% employer match about $56,186 at 4% or $37,457 at 6%; with 100% employer match about $42,140 at 4% or $28,093 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 30 | $906,700 | $101,135 | $3,371iApproximate average salary by contribution assumption: employee only about $84,279 at 4% or $56,186 at 6%; with 50% employer match about $56,186 at 4% or $37,457 at 6%; with 100% employer match about $42,140 at 4% or $28,093 at 6%. |
| 2018 | 1 | 25 | $829,256 | $81,466 | $3,259iApproximate average salary by contribution assumption: employee only about $81,466 at 4% or $54,311 at 6%; with 50% employer match about $54,311 at 4% or $36,207 at 6%; with 100% employer match about $40,733 at 4% or $27,155 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 25 | $829,256 | $81,466 | $3,259iApproximate average salary by contribution assumption: employee only about $81,466 at 4% or $54,311 at 6%; with 50% employer match about $54,311 at 4% or $36,207 at 6%; with 100% employer match about $40,733 at 4% or $27,155 at 6%. |
| 2017 | 1 | 22 | $766,527 | $80,521 | $3,660iApproximate average salary by contribution assumption: employee only about $91,501 at 4% or $61,001 at 6%; with 50% employer match about $61,001 at 4% or $40,667 at 6%; with 100% employer match about $45,751 at 4% or $30,500 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 22 | $766,527 | $80,521 | $3,660iApproximate average salary by contribution assumption: employee only about $91,501 at 4% or $61,001 at 6%; with 50% employer match about $61,001 at 4% or $40,667 at 6%; with 100% employer match about $45,751 at 4% or $30,500 at 6%. |
| 2016 | 1 | 21 | $619,135 | $82,131 | $3,911iApproximate average salary by contribution assumption: employee only about $97,775 at 4% or $65,183 at 6%; with 50% employer match about $65,183 at 4% or $43,456 at 6%; with 100% employer match about $48,888 at 4% or $32,592 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 21 | $619,135 | $82,131 | $3,911iApproximate average salary by contribution assumption: employee only about $97,775 at 4% or $65,183 at 6%; with 50% employer match about $65,183 at 4% or $43,456 at 6%; with 100% employer match about $48,888 at 4% or $32,592 at 6%. |
| 2015 | 1 | 22 | $471,684 | $70,572 | $3,208iApproximate average salary by contribution assumption: employee only about $80,195 at 4% or $53,464 at 6%; with 50% employer match about $53,464 at 4% or $35,642 at 6%; with 100% employer match about $40,098 at 4% or $26,732 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 22 | $471,684 | $70,572 | $3,208iApproximate average salary by contribution assumption: employee only about $80,195 at 4% or $53,464 at 6%; with 50% employer match about $53,464 at 4% or $35,642 at 6%; with 100% employer match about $40,098 at 4% or $26,732 at 6%. |
| 2014 | 1 | 19 | $390,576 | $60,838 | $3,202iApproximate average salary by contribution assumption: employee only about $80,050 at 4% or $53,367 at 6%; with 50% employer match about $53,367 at 4% or $35,578 at 6%; with 100% employer match about $40,025 at 4% or $26,683 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 19 | $390,576 | $60,838 | $3,202iApproximate average salary by contribution assumption: employee only about $80,050 at 4% or $53,367 at 6%; with 50% employer match about $53,367 at 4% or $35,578 at 6%; with 100% employer match about $40,025 at 4% or $26,683 at 6%. |
| 2013 | 1 | 16 | $309,683 | $70,731 | $4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,839 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 16 | $309,683 | $70,731 | $4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,839 at 6%. |
| 2012 | 1 | 16 | $218,190 | $47,882 | $2,993iApproximate average salary by contribution assumption: employee only about $74,816 at 4% or $49,877 at 6%; with 50% employer match about $49,877 at 4% or $33,251 at 6%; with 100% employer match about $37,408 at 4% or $24,939 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 16 | $218,190 | $47,882 | $2,993iApproximate average salary by contribution assumption: employee only about $74,816 at 4% or $49,877 at 6%; with 50% employer match about $49,877 at 4% or $33,251 at 6%; with 100% employer match about $37,408 at 4% or $24,939 at 6%. |
| 2011 | 1 | 17 | $177,589 | $41,038 | $2,414iApproximate average salary by contribution assumption: employee only about $60,350 at 4% or $40,233 at 6%; with 50% employer match about $40,233 at 4% or $26,822 at 6%; with 100% employer match about $30,175 at 4% or $20,117 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 17 | $177,589 | $41,038 | $2,414iApproximate average salary by contribution assumption: employee only about $60,350 at 4% or $40,233 at 6%; with 50% employer match about $40,233 at 4% or $26,822 at 6%; with 100% employer match about $30,175 at 4% or $20,117 at 6%. |
| 2010 | 1 | 20 | $158,170 | $42,257 | $2,113iApproximate average salary by contribution assumption: employee only about $52,821 at 4% or $35,214 at 6%; with 50% employer match about $35,214 at 4% or $23,476 at 6%; with 100% employer match about $26,411 at 4% or $17,607 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 20 | $158,170 | $42,257 | $2,113iApproximate average salary by contribution assumption: employee only about $52,821 at 4% or $35,214 at 6%; with 50% employer match about $35,214 at 4% or $23,476 at 6%; with 100% employer match about $26,411 at 4% or $17,607 at 6%. |
| 2009 | 1 | 19 | $107,130 | $29,844 | $1,571iApproximate average salary by contribution assumption: employee only about $39,268 at 4% or $26,179 at 6%; with 50% employer match about $26,179 at 4% or $17,453 at 6%; with 100% employer match about $19,634 at 4% or $13,089 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 19 | $107,130 | $29,844 | $1,571iApproximate average salary by contribution assumption: employee only about $39,268 at 4% or $26,179 at 6%; with 50% employer match about $26,179 at 4% or $17,453 at 6%; with 100% employer match about $19,634 at 4% or $13,089 at 6%. |
| 2008 | 1 | 21 | $0 | $0 | - |
| Five Oaks Academy 401(K) Retirement Plan | - | 21 | - | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| Five Oaks Academy 401(K) Retirement Plan | - | 15 | - | - | - |
| 2005 | 1 | 14 | $25,251 | $24,900 | $1,779iApproximate average salary by contribution assumption: employee only about $44,464 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,821 at 6%. |
| Five Oaks Academy 401(K) Retirement Plan | - | 14 | $25,251 | $24,900 | $1,779iApproximate average salary by contribution assumption: employee only about $44,464 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,821 at 6%. |