Civic Intelligence

The Oak Store

Plan context: The Oak Store Defined Benefit Plan

EIN 86-0693571 • 9 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

7

2005 Assets

$714,346

2005 Contributions

$29,408

Historical Graphs

Total Assets Over Time

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

$714,346$357,173$0199920032004YearValue
$714,346Latest year 2004

Participants Over Time

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

840199920022004YearValue
7Latest year 2004

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
200510$0$0-
The Oak Store Defined Benefit Plan-0---
200417$714,346$29,408$4,201iApproximate average salary by contribution assumption: employee only about $105,029 at 4% or $70,019 at 6%; with 50% employer match about $70,019 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,010 at 6%.
The Oak Store Defined Benefit Plan-7$714,346$29,408$4,201iApproximate average salary by contribution assumption: employee only about $105,029 at 4% or $70,019 at 6%; with 50% employer match about $70,019 at 4% or $46,679 at 6%; with 100% employer match about $52,514 at 4% or $35,010 at 6%.
200316$613,078$104,411$17,402iApproximate average salary by contribution assumption: employee only about $435,046 at 4% or $290,031 at 6%; with 50% employer match about $290,031 at 4% or $193,354 at 6%; with 100% employer match about $217,523 at 4% or $145,015 at 6%.
The Oak Store Defined Benefit Plan-6$613,078$104,411$17,402iApproximate average salary by contribution assumption: employee only about $435,046 at 4% or $290,031 at 6%; with 50% employer match about $290,031 at 4% or $193,354 at 6%; with 100% employer match about $217,523 at 4% or $145,015 at 6%.
200216$403,481$115,582$19,264iApproximate average salary by contribution assumption: employee only about $481,592 at 4% or $321,061 at 6%; with 50% employer match about $321,061 at 4% or $214,041 at 6%; with 100% employer match about $240,796 at 4% or $160,531 at 6%.
The Oak Store Defined Benefit Plan-6$403,481$115,582$19,264iApproximate average salary by contribution assumption: employee only about $481,592 at 4% or $321,061 at 6%; with 50% employer match about $321,061 at 4% or $214,041 at 6%; with 100% employer match about $240,796 at 4% or $160,531 at 6%.
200128$0$0-
The Oak Store Defined Benefit Plan-8---
The Oak Store Profit Sharing Plan-0---
200026$0$0-
The Oak Store Profit Sharing Plan-6---
The Oak Store Defined Benefit Plan-6---
199916$304,220$40,292$6,715iApproximate average salary by contribution assumption: employee only about $167,883 at 4% or $111,922 at 6%; with 50% employer match about $111,922 at 4% or $74,615 at 6%; with 100% employer match about $83,942 at 4% or $55,961 at 6%.
The Oak Store Profit Sharing Plan-6$304,220$40,292$6,715iApproximate average salary by contribution assumption: employee only about $167,883 at 4% or $111,922 at 6%; with 50% employer match about $111,922 at 4% or $74,615 at 6%; with 100% employer match about $83,942 at 4% or $55,961 at 6%.