GREAT OAK WEALTH MANAGEMENT
Plan context: GREAT OAK WEALTH MANAGEMENT 401(K) PLAN
EIN 84-3708841 • Pottstown, PA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$314,303
2025 Contributions
$50,519
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 | 3 | $314,303 | $50,519 | $16,840iApproximate average salary by contribution assumption: employee only about $420,992 at 4% or $280,661 at 6%; with 50% employer match about $280,661 at 4% or $187,107 at 6%; with 100% employer match about $210,496 at 4% or $140,331 at 6%. |
| GREAT OAK WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $314,303 | $50,519 | $16,840iApproximate average salary by contribution assumption: employee only about $420,992 at 4% or $280,661 at 6%; with 50% employer match about $280,661 at 4% or $187,107 at 6%; with 100% employer match about $210,496 at 4% or $140,331 at 6%. |
| 2024 | 1 | 3 | $226,580 | $46,998 | $15,666iApproximate average salary by contribution assumption: employee only about $391,650 at 4% or $261,100 at 6%; with 50% employer match about $261,100 at 4% or $174,067 at 6%; with 100% employer match about $195,825 at 4% or $130,550 at 6%. |
| GREAT OAK WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $226,580 | $46,998 | $15,666iApproximate average salary by contribution assumption: employee only about $391,650 at 4% or $261,100 at 6%; with 50% employer match about $261,100 at 4% or $174,067 at 6%; with 100% employer match about $195,825 at 4% or $130,550 at 6%. |
| 2023 | 1 | 3 | $147,840 | $51,053 | $17,018iApproximate average salary by contribution assumption: employee only about $425,442 at 4% or $283,628 at 6%; with 50% employer match about $283,628 at 4% or $189,085 at 6%; with 100% employer match about $212,721 at 4% or $141,814 at 6%. |
| GREAT OAK WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $147,840 | $51,053 | $17,018iApproximate average salary by contribution assumption: employee only about $425,442 at 4% or $283,628 at 6%; with 50% employer match about $283,628 at 4% or $189,085 at 6%; with 100% employer match about $212,721 at 4% or $141,814 at 6%. |
| 2022 | 1 | 3 | $74,379 | $42,080 | $14,027iApproximate average salary by contribution assumption: employee only about $350,667 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,333 at 4% or $116,889 at 6%. |
| GREAT OAK WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $74,379 | $42,080 | $14,027iApproximate average salary by contribution assumption: employee only about $350,667 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,333 at 4% or $116,889 at 6%. |
| 2021 | 1 | 2 | $41,369 | $38,668 | $19,334iApproximate average salary by contribution assumption: employee only about $483,350 at 4% or $322,233 at 6%; with 50% employer match about $322,233 at 4% or $214,822 at 6%; with 100% employer match about $241,675 at 4% or $161,117 at 6%. |
| GREAT OAK WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $41,369 | $38,668 | $19,334iApproximate average salary by contribution assumption: employee only about $483,350 at 4% or $322,233 at 6%; with 50% employer match about $322,233 at 4% or $214,822 at 6%; with 100% employer match about $241,675 at 4% or $161,117 at 6%. |