Civic Intelligence

Sunny Oaks Inc.

Plan context: Sunny Oaks Inc. 401K Plan

EIN 93-0751741 • Salem, OR • 6 filings • 1 plans

3276 Commercial St SESalem, OR 97302
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$924,237

2024 Contributions

$158,395

Historical Graphs

Total Assets Over Time

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

$925,831$462,916$0201920222024YearValue
$924,237Latest year 2024

Participants Over Time

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

46230201920222024YearValue
32Latest year 2024

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
2024132$924,237$158,395$4,950iApproximate average salary by contribution assumption: employee only about $123,746 at 4% or $82,497 at 6%; with 50% employer match about $82,497 at 4% or $54,998 at 6%; with 100% employer match about $61,873 at 4% or $41,249 at 6%.
Sunny Oaks Inc. 401K Plan-32$924,237$158,395$4,950iApproximate average salary by contribution assumption: employee only about $123,746 at 4% or $82,497 at 6%; with 50% employer match about $82,497 at 4% or $54,998 at 6%; with 100% employer match about $61,873 at 4% or $41,249 at 6%.
2023132$777,667$158,466$4,952iApproximate average salary by contribution assumption: employee only about $123,802 at 4% or $82,534 at 6%; with 50% employer match about $82,534 at 4% or $55,023 at 6%; with 100% employer match about $61,901 at 4% or $41,267 at 6%.
Sunny Oaks Inc. 401K Plan-32$777,667$158,466$4,952iApproximate average salary by contribution assumption: employee only about $123,802 at 4% or $82,534 at 6%; with 50% employer match about $82,534 at 4% or $55,023 at 6%; with 100% employer match about $61,901 at 4% or $41,267 at 6%.
2022146$761,966$197,749$4,299iApproximate average salary by contribution assumption: employee only about $107,472 at 4% or $71,648 at 6%; with 50% employer match about $71,648 at 4% or $47,765 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
Sunny Oaks Inc. 401K Plan-46$761,966$197,749$4,299iApproximate average salary by contribution assumption: employee only about $107,472 at 4% or $71,648 at 6%; with 50% employer match about $71,648 at 4% or $47,765 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
2021138$925,831$170,778$4,494iApproximate average salary by contribution assumption: employee only about $112,354 at 4% or $74,903 at 6%; with 50% employer match about $74,903 at 4% or $49,935 at 6%; with 100% employer match about $56,177 at 4% or $37,451 at 6%.
Sunny Oaks Inc. 401K Plan-38$925,831$170,778$4,494iApproximate average salary by contribution assumption: employee only about $112,354 at 4% or $74,903 at 6%; with 50% employer match about $74,903 at 4% or $49,935 at 6%; with 100% employer match about $56,177 at 4% or $37,451 at 6%.
2020135$717,946$130,033$3,715iApproximate average salary by contribution assumption: employee only about $92,881 at 4% or $61,920 at 6%; with 50% employer match about $61,920 at 4% or $41,280 at 6%; with 100% employer match about $46,440 at 4% or $30,960 at 6%.
Sunny Oaks Inc. 401K Plan-35$717,946$130,033$3,715iApproximate average salary by contribution assumption: employee only about $92,881 at 4% or $61,920 at 6%; with 50% employer match about $61,920 at 4% or $41,280 at 6%; with 100% employer match about $46,440 at 4% or $30,960 at 6%.
2019129$504,599$456,853$15,754iApproximate average salary by contribution assumption: employee only about $393,839 at 4% or $262,559 at 6%; with 50% employer match about $262,559 at 4% or $175,039 at 6%; with 100% employer match about $196,919 at 4% or $131,280 at 6%.
Sunny Oaks Inc. 401K Plan-29$504,599$456,853$15,754iApproximate average salary by contribution assumption: employee only about $393,839 at 4% or $262,559 at 6%; with 50% employer match about $262,559 at 4% or $175,039 at 6%; with 100% employer match about $196,919 at 4% or $131,280 at 6%.