Windermere Real Estate/Oak Tree Inc.
Plan context: Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust
EIN 91-1420011 • 9 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$230,270
2008 Contributions
$9,440
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 0 | - | - | - |
| 2007 | 1 | 3 | $230,270 | $9,440 | $3,147iApproximate average salary by contribution assumption: employee only about $78,667 at 4% or $52,444 at 6%; with 50% employer match about $52,444 at 4% or $34,963 at 6%; with 100% employer match about $39,333 at 4% or $26,222 at 6%. |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 3 | $230,270 | $9,440 | $3,147iApproximate average salary by contribution assumption: employee only about $78,667 at 4% or $52,444 at 6%; with 50% employer match about $52,444 at 4% or $34,963 at 6%; with 100% employer match about $39,333 at 4% or $26,222 at 6%. |
| 2006 | 1 | 4 | $197,831 | $26,814 | $6,704iApproximate average salary by contribution assumption: employee only about $167,588 at 4% or $111,725 at 6%; with 50% employer match about $111,725 at 4% or $74,483 at 6%; with 100% employer match about $83,794 at 4% or $55,863 at 6%. |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 4 | $197,831 | $26,814 | $6,704iApproximate average salary by contribution assumption: employee only about $167,588 at 4% or $111,725 at 6%; with 50% employer match about $111,725 at 4% or $74,483 at 6%; with 100% employer match about $83,794 at 4% or $55,863 at 6%. |
| 2005 | 1 | 5 | $155,867 | $29,913 | $5,983iApproximate average salary by contribution assumption: employee only about $149,565 at 4% or $99,710 at 6%; with 50% employer match about $99,710 at 4% or $66,473 at 6%; with 100% employer match about $74,783 at 4% or $49,855 at 6%. |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 5 | $155,867 | $29,913 | $5,983iApproximate average salary by contribution assumption: employee only about $149,565 at 4% or $99,710 at 6%; with 50% employer match about $99,710 at 4% or $66,473 at 6%; with 100% employer match about $74,783 at 4% or $49,855 at 6%. |
| 2004 | 1 | 5 | $110,350 | $24,309 | $4,862iApproximate average salary by contribution assumption: employee only about $121,545 at 4% or $81,030 at 6%; with 50% employer match about $81,030 at 4% or $54,020 at 6%; with 100% employer match about $60,773 at 4% or $40,515 at 6%. |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 5 | $110,350 | $24,309 | $4,862iApproximate average salary by contribution assumption: employee only about $121,545 at 4% or $81,030 at 6%; with 50% employer match about $81,030 at 4% or $54,020 at 6%; with 100% employer match about $60,773 at 4% or $40,515 at 6%. |
| 2003 | 1 | 6 | $79,677 | $19,779 | $3,297iApproximate average salary by contribution assumption: employee only about $82,413 at 4% or $54,942 at 6%; with 50% employer match about $54,942 at 4% or $36,628 at 6%; with 100% employer match about $41,206 at 4% or $27,471 at 6%. |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 6 | $79,677 | $19,779 | $3,297iApproximate average salary by contribution assumption: employee only about $82,413 at 4% or $54,942 at 6%; with 50% employer match about $54,942 at 4% or $36,628 at 6%; with 100% employer match about $41,206 at 4% or $27,471 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 6 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| WINDERMERE REAL ESTATE/OAK TREE, INC. MONEY PURCHASE PLAN AND TRUST | - | 3 | - | - | - |
| Windermere Real Estate/Oak Tree Inc. 401K Salary Reduction Plan and Trust | - | 3 | - | - | - |