Oak Tree Escrows Inc.
Plan context: OAK TREE ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 95-3629439 • El Cajon, CA • 10 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$50,085
2025 Contributions
$15,913
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 | 5 | $50,085 | $15,913 | $3,183iApproximate average salary by contribution assumption: employee only about $79,565 at 4% or $53,043 at 6%; with 50% employer match about $53,043 at 4% or $35,362 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%. |
| OAK TREE ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $50,085 | $15,913 | $3,183iApproximate average salary by contribution assumption: employee only about $79,565 at 4% or $53,043 at 6%; with 50% employer match about $53,043 at 4% or $35,362 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%. |
| 2024 | 1 | 5 | $31,142 | $28,483 | $5,697iApproximate average salary by contribution assumption: employee only about $142,415 at 4% or $94,943 at 6%; with 50% employer match about $94,943 at 4% or $63,296 at 6%; with 100% employer match about $71,208 at 4% or $47,472 at 6%. |
| OAK TREE ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $31,142 | $28,483 | $5,697iApproximate average salary by contribution assumption: employee only about $142,415 at 4% or $94,943 at 6%; with 50% employer match about $94,943 at 4% or $63,296 at 6%; with 100% employer match about $71,208 at 4% or $47,472 at 6%. |
| 2023 | 1 | 4 | $2,131 | $2,118 | $530iApproximate average salary by contribution assumption: employee only about $13,238 at 4% or $8,825 at 6%; with 50% employer match about $8,825 at 4% or $5,883 at 6%; with 100% employer match about $6,619 at 4% or $4,413 at 6%. |
| OAK TREE ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $2,131 | $2,118 | $530iApproximate average salary by contribution assumption: employee only about $13,238 at 4% or $8,825 at 6%; with 50% employer match about $8,825 at 4% or $5,883 at 6%; with 100% employer match about $6,619 at 4% or $4,413 at 6%. |
| 2004 | 2 | 5 | $19,953 | $22,767 | $4,553iApproximate average salary by contribution assumption: employee only about $113,835 at 4% or $75,890 at 6%; with 50% employer match about $75,890 at 4% or $50,593 at 6%; with 100% employer match about $56,917 at 4% or $37,945 at 6%. |
| OAK TREE ESCROW INC 401K PROFIT SHARING PLAN & TRUST | - | 5 | $19,953 | $22,767 | $4,553iApproximate average salary by contribution assumption: employee only about $113,835 at 4% or $75,890 at 6%; with 50% employer match about $75,890 at 4% or $50,593 at 6%; with 100% employer match about $56,917 at 4% or $37,945 at 6%. |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 5 | $0 | $0 | - |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $122,974 | $0 | - |
| Oak Tree Escrows Inc. Profit Sharing Plan | - | 4 | $122,974 | - | - |