Doak & Associates PC
Plan context: Doak & Associates PC 401K Profit Sharing Plan
EIN 81-0520518 • Billings, MT • 9 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,117,535
2018 Contributions
$40,937
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $40,937 | - |
| Doak & Associates PC 401K Profit Sharing Plan | - | 0 | $0 | $40,937 | - |
| 2017 | 1 | 2 | $1,117,535 | $47,534 | $23,767iApproximate average salary by contribution assumption: employee only about $594,175 at 4% or $396,117 at 6%; with 50% employer match about $396,117 at 4% or $264,078 at 6%; with 100% employer match about $297,088 at 4% or $198,058 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $1,117,535 | $47,534 | $23,767iApproximate average salary by contribution assumption: employee only about $594,175 at 4% or $396,117 at 6%; with 50% employer match about $396,117 at 4% or $264,078 at 6%; with 100% employer match about $297,088 at 4% or $198,058 at 6%. |
| 2016 | 1 | 2 | $967,695 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $967,695 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| 2015 | 1 | 2 | $879,559 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $879,559 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2014 | 1 | 2 | $778,898 | $35,765 | $17,883iApproximate average salary by contribution assumption: employee only about $447,063 at 4% or $298,042 at 6%; with 50% employer match about $298,042 at 4% or $198,694 at 6%; with 100% employer match about $223,531 at 4% or $149,021 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $778,898 | $35,765 | $17,883iApproximate average salary by contribution assumption: employee only about $447,063 at 4% or $298,042 at 6%; with 50% employer match about $298,042 at 4% or $198,694 at 6%; with 100% employer match about $223,531 at 4% or $149,021 at 6%. |
| 2013 | 1 | 2 | $713,810 | $44,181 | $22,091iApproximate average salary by contribution assumption: employee only about $552,263 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,088 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $713,810 | $44,181 | $22,091iApproximate average salary by contribution assumption: employee only about $552,263 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,088 at 6%. |
| 2012 | 1 | 2 | $615,532 | $48,086 | $24,043iApproximate average salary by contribution assumption: employee only about $601,075 at 4% or $400,717 at 6%; with 50% employer match about $400,717 at 4% or $267,144 at 6%; with 100% employer match about $300,538 at 4% or $200,358 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $615,532 | $48,086 | $24,043iApproximate average salary by contribution assumption: employee only about $601,075 at 4% or $400,717 at 6%; with 50% employer match about $400,717 at 4% or $267,144 at 6%; with 100% employer match about $300,538 at 4% or $200,358 at 6%. |
| 2011 | 1 | 2 | $529,898 | $84,661 | $42,331iApproximate average salary by contribution assumption: employee only about $1,058,263 at 4% or $705,508 at 6%; with 50% employer match about $705,508 at 4% or $470,339 at 6%; with 100% employer match about $529,131 at 4% or $352,754 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $529,898 | $84,661 | $42,331iApproximate average salary by contribution assumption: employee only about $1,058,263 at 4% or $705,508 at 6%; with 50% employer match about $705,508 at 4% or $470,339 at 6%; with 100% employer match about $529,131 at 4% or $352,754 at 6%. |
| 2010 | 1 | 2 | $461,872 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Doak & Associates PC 401K Profit Sharing Plan | - | 2 | $461,872 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |