Oaktown Management Group Inc.
Plan context: Oaktown Management Group Inc. 401(K) Profit Sharing Plan
EIN 86-1246861 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$698,167
2024 Contributions
$3,504
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $698,167 | $3,504 | $1,168iApproximate average salary by contribution assumption: employee only about $29,200 at 4% or $19,467 at 6%; with 50% employer match about $19,467 at 4% or $12,978 at 6%; with 100% employer match about $14,600 at 4% or $9,733 at 6%. |
| Oaktown Management Group Inc. 401(K) Profit Sharing Plan | - | 3 | $698,167 | $3,504 | $1,168iApproximate average salary by contribution assumption: employee only about $29,200 at 4% or $19,467 at 6%; with 50% employer match about $19,467 at 4% or $12,978 at 6%; with 100% employer match about $14,600 at 4% or $9,733 at 6%. |
| 2023 | 1 | 3 | $742,718 | $3,374 | $1,125iApproximate average salary by contribution assumption: employee only about $28,117 at 4% or $18,744 at 6%; with 50% employer match about $18,744 at 4% or $12,496 at 6%; with 100% employer match about $14,058 at 4% or $9,372 at 6%. |
| Oaktown Management Group Inc. 401(K) Profit Sharing Plan | - | 3 | $742,718 | $3,374 | $1,125iApproximate average salary by contribution assumption: employee only about $28,117 at 4% or $18,744 at 6%; with 50% employer match about $18,744 at 4% or $12,496 at 6%; with 100% employer match about $14,058 at 4% or $9,372 at 6%. |
| 2022 | 1 | 2 | $472,334 | $1,602 | $801iApproximate average salary by contribution assumption: employee only about $20,025 at 4% or $13,350 at 6%; with 50% employer match about $13,350 at 4% or $8,900 at 6%; with 100% employer match about $10,013 at 4% or $6,675 at 6%. |
| Oaktown Management Group Inc. 401(K) Profit Sharing Plan | - | 2 | $472,334 | $1,602 | $801iApproximate average salary by contribution assumption: employee only about $20,025 at 4% or $13,350 at 6%; with 50% employer match about $13,350 at 4% or $8,900 at 6%; with 100% employer match about $10,013 at 4% or $6,675 at 6%. |
| 2021 | 1 | 1 | $407,282 | $600,000 | $600,000iApproximate average salary by contribution assumption: employee only about $15,000,000 at 4% or $10,000,000 at 6%; with 50% employer match about $10,000,000 at 4% or $6,666,667 at 6%; with 100% employer match about $7,500,000 at 4% or $5,000,000 at 6%. |
| Oaktown Management Group Inc. 401(K) Profit Sharing Plan | - | 1 | $407,282 | $600,000 | $600,000iApproximate average salary by contribution assumption: employee only about $15,000,000 at 4% or $10,000,000 at 6%; with 50% employer match about $10,000,000 at 4% or $6,666,667 at 6%; with 100% employer match about $7,500,000 at 4% or $5,000,000 at 6%. |