Historic Oakland Foundation In
Plan context: Historic Oakland Foundation in 401 K Profit Sharing Plan Trust
EIN 58-1276032 • Atlanta, GA • 11 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$76,360
2023 Contributions
$51,785
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 8 | $76,360 | $51,785 | $6,473iApproximate average salary by contribution assumption: employee only about $161,828 at 4% or $107,885 at 6%; with 50% employer match about $107,885 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 8 | $76,360 | $51,785 | $6,473iApproximate average salary by contribution assumption: employee only about $161,828 at 4% or $107,885 at 6%; with 50% employer match about $107,885 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| 2022 | 1 | 4 | $13,396 | $2,603 | $651iApproximate average salary by contribution assumption: employee only about $16,269 at 4% or $10,846 at 6%; with 50% employer match about $10,846 at 4% or $7,231 at 6%; with 100% employer match about $8,134 at 4% or $5,423 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 4 | $13,396 | $2,603 | $651iApproximate average salary by contribution assumption: employee only about $16,269 at 4% or $10,846 at 6%; with 50% employer match about $10,846 at 4% or $7,231 at 6%; with 100% employer match about $8,134 at 4% or $5,423 at 6%. |
| 2021 | 1 | 4 | $180,769 | $2,351 | $588iApproximate average salary by contribution assumption: employee only about $14,694 at 4% or $9,796 at 6%; with 50% employer match about $9,796 at 4% or $6,531 at 6%; with 100% employer match about $7,347 at 4% or $4,898 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 4 | $180,769 | $2,351 | $588iApproximate average salary by contribution assumption: employee only about $14,694 at 4% or $9,796 at 6%; with 50% employer match about $9,796 at 4% or $6,531 at 6%; with 100% employer match about $7,347 at 4% or $4,898 at 6%. |
| 2020 | 1 | 4 | $176,422 | $1,872 | $468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 4 | $176,422 | $1,872 | $468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%. |
| 2019 | 1 | 2 | $172,827 | $14,043 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $172,827 | $14,043 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| 2018 | 1 | 2 | $132,846 | $24,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $132,846 | $24,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| 2017 | 1 | 2 | $121,639 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $121,639 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2016 | 1 | 2 | $79,577 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $79,577 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2015 | 1 | 2 | $50,122 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $50,122 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2014 | 1 | 2 | $26,825 | $23,006 | $11,503iApproximate average salary by contribution assumption: employee only about $287,575 at 4% or $191,717 at 6%; with 50% employer match about $191,717 at 4% or $127,811 at 6%; with 100% employer match about $143,788 at 4% or $95,858 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 2 | $26,825 | $23,006 | $11,503iApproximate average salary by contribution assumption: employee only about $287,575 at 4% or $191,717 at 6%; with 50% employer match about $191,717 at 4% or $127,811 at 6%; with 100% employer match about $143,788 at 4% or $95,858 at 6%. |
| 2013 | 1 | 1 | $3,106 | $1,931 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |
| Historic Oakland Foundation in 401 K Profit Sharing Plan Trust | - | 1 | $3,106 | $1,931 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |