OAK TREE DENTISTRY
Plan context: OAK TREE DENTISTRY 401K PLAN
EIN 82-0927769 • Elk Grove, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$304,722
2025 Contributions
$67,525
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $304,722 | $67,525 | $13,505iApproximate average salary by contribution assumption: employee only about $337,625 at 4% or $225,083 at 6%; with 50% employer match about $225,083 at 4% or $150,056 at 6%; with 100% employer match about $168,813 at 4% or $112,542 at 6%. |
| OAK TREE DENTISTRY 401K PLAN | - | 5 | $304,722 | $67,525 | $13,505iApproximate average salary by contribution assumption: employee only about $337,625 at 4% or $225,083 at 6%; with 50% employer match about $225,083 at 4% or $150,056 at 6%; with 100% employer match about $168,813 at 4% or $112,542 at 6%. |
| 2024 | 1 | 5 | $197,969 | $59,129 | $11,826iApproximate average salary by contribution assumption: employee only about $295,645 at 4% or $197,097 at 6%; with 50% employer match about $197,097 at 4% or $131,398 at 6%; with 100% employer match about $147,823 at 4% or $98,548 at 6%. |
| OAK TREE DENTISTRY 401K PLAN | - | 5 | $197,969 | $59,129 | $11,826iApproximate average salary by contribution assumption: employee only about $295,645 at 4% or $197,097 at 6%; with 50% employer match about $197,097 at 4% or $131,398 at 6%; with 100% employer match about $147,823 at 4% or $98,548 at 6%. |
| 2023 | 1 | 6 | $128,800 | $55,406 | $9,234iApproximate average salary by contribution assumption: employee only about $230,858 at 4% or $153,906 at 6%; with 50% employer match about $153,906 at 4% or $102,604 at 6%; with 100% employer match about $115,429 at 4% or $76,953 at 6%. |
| OAK TREE DENTISTRY 401K PLAN | - | 6 | $128,800 | $55,406 | $9,234iApproximate average salary by contribution assumption: employee only about $230,858 at 4% or $153,906 at 6%; with 50% employer match about $153,906 at 4% or $102,604 at 6%; with 100% employer match about $115,429 at 4% or $76,953 at 6%. |
| 2022 | 1 | 10 | $73,545 | $47,599 | $4,760iApproximate average salary by contribution assumption: employee only about $118,997 at 4% or $79,332 at 6%; with 50% employer match about $79,332 at 4% or $52,888 at 6%; with 100% employer match about $59,499 at 4% or $39,666 at 6%. |
| OAK TREE DENTISTRY 401K PLAN | - | 10 | $73,545 | $47,599 | $4,760iApproximate average salary by contribution assumption: employee only about $118,997 at 4% or $79,332 at 6%; with 50% employer match about $79,332 at 4% or $52,888 at 6%; with 100% employer match about $59,499 at 4% or $39,666 at 6%. |
| 2021 | 1 | 3 | $36,824 | $35,034 | $11,678iApproximate average salary by contribution assumption: employee only about $291,950 at 4% or $194,633 at 6%; with 50% employer match about $194,633 at 4% or $129,756 at 6%; with 100% employer match about $145,975 at 4% or $97,317 at 6%. |
| OAK TREE DENTISTRY 401(K) PLAN | - | 3 | $36,824 | $35,034 | $11,678iApproximate average salary by contribution assumption: employee only about $291,950 at 4% or $194,633 at 6%; with 50% employer match about $194,633 at 4% or $129,756 at 6%; with 100% employer match about $145,975 at 4% or $97,317 at 6%. |