Civic Intelligence

Oak Tree Software Inc

Plan context: Oak Tree Software Inc 401K Plan

EIN 73-1484518 • Tulsa, OK • 26 filings • 3 plans

1437 S Boulder Ave Suite 300Tulsa, OK 74119-3643
Current Snapshot

Latest Year

2024

2024 Participants

311

2024 Assets

$8,604,902

2024 Contributions

$1,320,487

Historical Graphs

Total Assets Over Time

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

$8,604,902$4,302,451$0199920122024YearValue
$8,604,902Latest year 2024

Participants Over Time

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

3111560199920122024YearValue
311Latest 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
20241311$8,604,902$1,320,487$4,246iApproximate average salary by contribution assumption: employee only about $106,148 at 4% or $70,766 at 6%; with 50% employer match about $70,766 at 4% or $47,177 at 6%; with 100% employer match about $53,074 at 4% or $35,383 at 6%.
Oak Tree Software Inc 401K Plan-311$8,604,902$1,320,487$4,246iApproximate average salary by contribution assumption: employee only about $106,148 at 4% or $70,766 at 6%; with 50% employer match about $70,766 at 4% or $47,177 at 6%; with 100% employer match about $53,074 at 4% or $35,383 at 6%.
20231206$6,943,391$967,705$4,698iApproximate average salary by contribution assumption: employee only about $117,440 at 4% or $78,293 at 6%; with 50% employer match about $78,293 at 4% or $52,196 at 6%; with 100% employer match about $58,720 at 4% or $39,147 at 6%.
Oak Tree Software Inc 401K Plan-206$6,943,391$967,705$4,698iApproximate average salary by contribution assumption: employee only about $117,440 at 4% or $78,293 at 6%; with 50% employer match about $78,293 at 4% or $52,196 at 6%; with 100% employer match about $58,720 at 4% or $39,147 at 6%.
20221185$5,749,582$657,184$3,552iApproximate average salary by contribution assumption: employee only about $88,809 at 4% or $59,206 at 6%; with 50% employer match about $59,206 at 4% or $39,471 at 6%; with 100% employer match about $44,404 at 4% or $29,603 at 6%.
Oak Tree Software Inc 401K Plan-185$5,749,582$657,184$3,552iApproximate average salary by contribution assumption: employee only about $88,809 at 4% or $59,206 at 6%; with 50% employer match about $59,206 at 4% or $39,471 at 6%; with 100% employer match about $44,404 at 4% or $29,603 at 6%.
2021184$6,767,630$671,339$7,992iApproximate average salary by contribution assumption: employee only about $199,803 at 4% or $133,202 at 6%; with 50% employer match about $133,202 at 4% or $88,801 at 6%; with 100% employer match about $99,902 at 4% or $66,601 at 6%.
Oak Tree Software Inc 401K Plan-84$6,767,630$671,339$7,992iApproximate average salary by contribution assumption: employee only about $199,803 at 4% or $133,202 at 6%; with 50% employer match about $133,202 at 4% or $88,801 at 6%; with 100% employer match about $99,902 at 4% or $66,601 at 6%.
20201131$5,540,986$662,507$5,057iApproximate average salary by contribution assumption: employee only about $126,433 at 4% or $84,288 at 6%; with 50% employer match about $84,288 at 4% or $56,192 at 6%; with 100% employer match about $63,216 at 4% or $42,144 at 6%.
Oak Tree Software Inc 401K Plan-131$5,540,986$662,507$5,057iApproximate average salary by contribution assumption: employee only about $126,433 at 4% or $84,288 at 6%; with 50% employer match about $84,288 at 4% or $56,192 at 6%; with 100% employer match about $63,216 at 4% or $42,144 at 6%.
20191163$4,300,468$604,958$3,711iApproximate average salary by contribution assumption: employee only about $92,785 at 4% or $61,857 at 6%; with 50% employer match about $61,857 at 4% or $41,238 at 6%; with 100% employer match about $46,392 at 4% or $30,928 at 6%.
Oak Tree Software Inc 401K Plan-163$4,300,468$604,958$3,711iApproximate average salary by contribution assumption: employee only about $92,785 at 4% or $61,857 at 6%; with 50% employer match about $61,857 at 4% or $41,238 at 6%; with 100% employer match about $46,392 at 4% or $30,928 at 6%.
20181153$3,521,298$591,479$3,866iApproximate average salary by contribution assumption: employee only about $96,647 at 4% or $64,431 at 6%; with 50% employer match about $64,431 at 4% or $42,954 at 6%; with 100% employer match about $48,323 at 4% or $32,216 at 6%.
Oak Tree Software Inc 401K Plan-153$3,521,298$591,479$3,866iApproximate average salary by contribution assumption: employee only about $96,647 at 4% or $64,431 at 6%; with 50% employer match about $64,431 at 4% or $42,954 at 6%; with 100% employer match about $48,323 at 4% or $32,216 at 6%.
20171121$3,502,771$392,034$3,240iApproximate average salary by contribution assumption: employee only about $80,999 at 4% or $53,999 at 6%; with 50% employer match about $53,999 at 4% or $35,999 at 6%; with 100% employer match about $40,499 at 4% or $27,000 at 6%.
Oak Tree Software Inc 401K Plan-121$3,502,771$392,034$3,240iApproximate average salary by contribution assumption: employee only about $80,999 at 4% or $53,999 at 6%; with 50% employer match about $53,999 at 4% or $35,999 at 6%; with 100% employer match about $40,499 at 4% or $27,000 at 6%.
20161101$3,074,938$280,404$2,776iApproximate average salary by contribution assumption: employee only about $69,407 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,848 at 6%; with 100% employer match about $34,703 at 4% or $23,136 at 6%.
Oak Tree Software Inc 401K Plan-101$3,074,938$280,404$2,776iApproximate average salary by contribution assumption: employee only about $69,407 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,848 at 6%; with 100% employer match about $34,703 at 4% or $23,136 at 6%.
2015184$3,370,649$534,376$6,362iApproximate average salary by contribution assumption: employee only about $159,040 at 4% or $106,027 at 6%; with 50% employer match about $106,027 at 4% or $70,685 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%.
Oak Tree Software Inc 401K Plan-84$3,370,649$534,376$6,362iApproximate average salary by contribution assumption: employee only about $159,040 at 4% or $106,027 at 6%; with 50% employer match about $106,027 at 4% or $70,685 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%.
20141104$3,269,646$525,105$5,049iApproximate average salary by contribution assumption: employee only about $126,227 at 4% or $84,151 at 6%; with 50% employer match about $84,151 at 4% or $56,101 at 6%; with 100% employer match about $63,114 at 4% or $42,076 at 6%.
Oak Tree Software Inc 401K Plan-104$3,269,646$525,105$5,049iApproximate average salary by contribution assumption: employee only about $126,227 at 4% or $84,151 at 6%; with 50% employer match about $84,151 at 4% or $56,101 at 6%; with 100% employer match about $63,114 at 4% or $42,076 at 6%.
20131100$2,880,230$500,909$5,009iApproximate average salary by contribution assumption: employee only about $125,227 at 4% or $83,485 at 6%; with 50% employer match about $83,485 at 4% or $55,657 at 6%; with 100% employer match about $62,614 at 4% or $41,742 at 6%.
Oak Tree Software Inc 401K Plan-100$2,880,230$500,909$5,009iApproximate average salary by contribution assumption: employee only about $125,227 at 4% or $83,485 at 6%; with 50% employer match about $83,485 at 4% or $55,657 at 6%; with 100% employer match about $62,614 at 4% or $41,742 at 6%.
2012188$2,691,965$411,292$4,674iApproximate average salary by contribution assumption: employee only about $116,844 at 4% or $77,896 at 6%; with 50% employer match about $77,896 at 4% or $51,931 at 6%; with 100% employer match about $58,422 at 4% or $38,948 at 6%.
Oak Tree Software Inc 401K Plan-88$2,691,965$411,292$4,674iApproximate average salary by contribution assumption: employee only about $116,844 at 4% or $77,896 at 6%; with 50% employer match about $77,896 at 4% or $51,931 at 6%; with 100% employer match about $58,422 at 4% or $38,948 at 6%.
2011180$2,218,202$355,082$4,439iApproximate average salary by contribution assumption: employee only about $110,963 at 4% or $73,975 at 6%; with 50% employer match about $73,975 at 4% or $49,317 at 6%; with 100% employer match about $55,482 at 4% or $36,988 at 6%.
Oak Tree Software Inc 401K Plan-80$2,218,202$355,082$4,439iApproximate average salary by contribution assumption: employee only about $110,963 at 4% or $73,975 at 6%; with 50% employer match about $73,975 at 4% or $49,317 at 6%; with 100% employer match about $55,482 at 4% or $36,988 at 6%.
2010173$2,102,470$296,800$4,066iApproximate average salary by contribution assumption: employee only about $101,644 at 4% or $67,763 at 6%; with 50% employer match about $67,763 at 4% or $45,175 at 6%; with 100% employer match about $50,822 at 4% or $33,881 at 6%.
Oak Tree Software Inc 401K Plan-73$2,102,470$296,800$4,066iApproximate average salary by contribution assumption: employee only about $101,644 at 4% or $67,763 at 6%; with 50% employer match about $67,763 at 4% or $45,175 at 6%; with 100% employer match about $50,822 at 4% or $33,881 at 6%.
2009168$1,803,420$340,288$5,004iApproximate average salary by contribution assumption: employee only about $125,106 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,603 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
Oak Tree Software Inc 401K Plan-68$1,803,420$340,288$5,004iApproximate average salary by contribution assumption: employee only about $125,106 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,603 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
2008131$1,372,955$417,830$13,478iApproximate average salary by contribution assumption: employee only about $336,960 at 4% or $224,640 at 6%; with 50% employer match about $224,640 at 4% or $149,760 at 6%; with 100% employer match about $168,480 at 4% or $112,320 at 6%.
Oak Tree Software Inc 401K Plan-31$1,372,955$417,830$13,478iApproximate average salary by contribution assumption: employee only about $336,960 at 4% or $224,640 at 6%; with 50% employer match about $224,640 at 4% or $149,760 at 6%; with 100% employer match about $168,480 at 4% or $112,320 at 6%.
2007132$1,614,235$427,978$13,374iApproximate average salary by contribution assumption: employee only about $334,358 at 4% or $222,905 at 6%; with 50% employer match about $222,905 at 4% or $148,603 at 6%; with 100% employer match about $167,179 at 4% or $111,453 at 6%.
Oak Tree Software Inc 401K Plan-32$1,614,235$427,978$13,374iApproximate average salary by contribution assumption: employee only about $334,358 at 4% or $222,905 at 6%; with 50% employer match about $222,905 at 4% or $148,603 at 6%; with 100% employer match about $167,179 at 4% or $111,453 at 6%.
2006118$1,225,782$334,186$18,566iApproximate average salary by contribution assumption: employee only about $464,147 at 4% or $309,431 at 6%; with 50% employer match about $309,431 at 4% or $206,288 at 6%; with 100% employer match about $232,074 at 4% or $154,716 at 6%.
Oak Tree Software Inc 401K Plan-18$1,225,782$334,186$18,566iApproximate average salary by contribution assumption: employee only about $464,147 at 4% or $309,431 at 6%; with 50% employer match about $309,431 at 4% or $206,288 at 6%; with 100% employer match about $232,074 at 4% or $154,716 at 6%.
2005116$1,095,672$184,369$11,523iApproximate average salary by contribution assumption: employee only about $288,077 at 4% or $192,051 at 6%; with 50% employer match about $192,051 at 4% or $128,034 at 6%; with 100% employer match about $144,038 at 4% or $96,026 at 6%.
Oak Tree Software Inc 401K Plan-16$1,095,672$184,369$11,523iApproximate average salary by contribution assumption: employee only about $288,077 at 4% or $192,051 at 6%; with 50% employer match about $192,051 at 4% or $128,034 at 6%; with 100% employer match about $144,038 at 4% or $96,026 at 6%.
2004128$862,468$125,706$4,490iApproximate average salary by contribution assumption: employee only about $112,238 at 4% or $74,825 at 6%; with 50% employer match about $74,825 at 4% or $49,883 at 6%; with 100% employer match about $56,119 at 4% or $37,413 at 6%.
Oak Tree Software Inc 401K Plan-28$862,468$125,706$4,490iApproximate average salary by contribution assumption: employee only about $112,238 at 4% or $74,825 at 6%; with 50% employer match about $74,825 at 4% or $49,883 at 6%; with 100% employer match about $56,119 at 4% or $37,413 at 6%.
2003126$662,487$95,990$3,692iApproximate average salary by contribution assumption: employee only about $92,298 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,021 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%.
Oak Tree Software Inc 401K Plan-26$662,487$95,990$3,692iApproximate average salary by contribution assumption: employee only about $92,298 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,021 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%.
2002128$505,029$173,981$6,214iApproximate average salary by contribution assumption: employee only about $155,340 at 4% or $103,560 at 6%; with 50% employer match about $103,560 at 4% or $69,040 at 6%; with 100% employer match about $77,670 at 4% or $51,780 at 6%.
Oak Tree Software Inc 401K Plan-28$505,029$173,981$6,214iApproximate average salary by contribution assumption: employee only about $155,340 at 4% or $103,560 at 6%; with 50% employer match about $103,560 at 4% or $69,040 at 6%; with 100% employer match about $77,670 at 4% or $51,780 at 6%.
2001124$436,002$138,418$5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,124 at 6%; with 50% employer match about $96,124 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%.
Oak Tree Software Inc 401K Plan-24$436,002$138,418$5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,124 at 6%; with 50% employer match about $96,124 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%.
2000123$0$0-
Oak Tree Software Inc 401K Plan-23---
1999118$396,671$273,310$15,184iApproximate average salary by contribution assumption: employee only about $379,597 at 4% or $253,065 at 6%; with 50% employer match about $253,065 at 4% or $168,710 at 6%; with 100% employer match about $189,799 at 4% or $126,532 at 6%.
Oak Tree Software Inc 401K Plan-18$396,671$273,310$15,184iApproximate average salary by contribution assumption: employee only about $379,597 at 4% or $253,065 at 6%; with 50% employer match about $253,065 at 4% or $168,710 at 6%; with 100% employer match about $189,799 at 4% or $126,532 at 6%.