Oak Tree Charitable Foundation
Plan context: Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust
EIN 95-4506950 • Arcadia, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$307,500
2024 Contributions
$27,582
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 | 1 | $307,500 | $27,582 | $27,582iApproximate average salary by contribution assumption: employee only about $689,550 at 4% or $459,700 at 6%; with 50% employer match about $459,700 at 4% or $306,467 at 6%; with 100% employer match about $344,775 at 4% or $229,850 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $307,500 | $27,582 | $27,582iApproximate average salary by contribution assumption: employee only about $689,550 at 4% or $459,700 at 6%; with 50% employer match about $459,700 at 4% or $306,467 at 6%; with 100% employer match about $344,775 at 4% or $229,850 at 6%. |
| 2023 | 1 | 1 | $267,226 | $31,323 | $31,323iApproximate average salary by contribution assumption: employee only about $783,075 at 4% or $522,050 at 6%; with 50% employer match about $522,050 at 4% or $348,033 at 6%; with 100% employer match about $391,538 at 4% or $261,025 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $267,226 | $31,323 | $31,323iApproximate average salary by contribution assumption: employee only about $783,075 at 4% or $522,050 at 6%; with 50% employer match about $522,050 at 4% or $348,033 at 6%; with 100% employer match about $391,538 at 4% or $261,025 at 6%. |
| 2022 | 1 | 1 | $216,443 | $26,102 | $26,102iApproximate average salary by contribution assumption: employee only about $652,550 at 4% or $435,033 at 6%; with 50% employer match about $435,033 at 4% or $290,022 at 6%; with 100% employer match about $326,275 at 4% or $217,517 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $216,443 | $26,102 | $26,102iApproximate average salary by contribution assumption: employee only about $652,550 at 4% or $435,033 at 6%; with 50% employer match about $435,033 at 4% or $290,022 at 6%; with 100% employer match about $326,275 at 4% or $217,517 at 6%. |
| 2021 | 1 | 1 | $224,894 | $180,735 | $180,735iApproximate average salary by contribution assumption: employee only about $4,518,375 at 4% or $3,012,250 at 6%; with 50% employer match about $3,012,250 at 4% or $2,008,167 at 6%; with 100% employer match about $2,259,188 at 4% or $1,506,125 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $224,894 | $180,735 | $180,735iApproximate average salary by contribution assumption: employee only about $4,518,375 at 4% or $3,012,250 at 6%; with 50% employer match about $3,012,250 at 4% or $2,008,167 at 6%; with 100% employer match about $2,259,188 at 4% or $1,506,125 at 6%. |
| 2020 | 1 | 1 | $40,392 | $23,072 | $23,072iApproximate average salary by contribution assumption: employee only about $576,800 at 4% or $384,533 at 6%; with 50% employer match about $384,533 at 4% or $256,356 at 6%; with 100% employer match about $288,400 at 4% or $192,267 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $40,392 | $23,072 | $23,072iApproximate average salary by contribution assumption: employee only about $576,800 at 4% or $384,533 at 6%; with 50% employer match about $384,533 at 4% or $256,356 at 6%; with 100% employer match about $288,400 at 4% or $192,267 at 6%. |
| 2019 | 1 | 1 | $14,585 | $14,294 | $14,294iApproximate average salary by contribution assumption: employee only about $357,350 at 4% or $238,233 at 6%; with 50% employer match about $238,233 at 4% or $158,822 at 6%; with 100% employer match about $178,675 at 4% or $119,117 at 6%. |
| Oak Tree Charitable Foundation 401(K) Profit Sharing Plan & Trust | - | 1 | $14,585 | $14,294 | $14,294iApproximate average salary by contribution assumption: employee only about $357,350 at 4% or $238,233 at 6%; with 50% employer match about $238,233 at 4% or $158,822 at 6%; with 100% employer match about $178,675 at 4% or $119,117 at 6%. |