My Oak Tree LLC
Plan context: My Oak Tree LLC Cash Balance Plan
EIN 83-2673243 • Scottsdale, AZ • 3 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$1,779,413
2020 Contributions
$250,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| My Oak Tree LLC Cash Balance Plan | - | 0 | - | - | - |
| 2019 | 2 | 1 | $1,779,413 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| My Oak Tree LLC Cash Balance Plan | - | 1 | $1,779,413 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| MY OAK TREE, LLC 401(K) PLAN | - | 0 | $0 | $0 | - |