Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oak Tree Software, Inc. 401(K) Plan is a benefit plan reported by Oak Tree Software, Inc. under EIN 73-1484518 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $6,943,391 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,943,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,943,391
- Net assets (BOY)
- $5,749,582
Income & contributions
- Employer contributions
- $152,762
- Participant contributions
- $786,195
- Total contributions
- $967,705
- Total income / additions
- $2,082,804
Expenses & distributions
- Benefits paid
- $860,011
- Administrative expenses
- $11,438
- Total expenses
- $888,995
- Net increase / (decrease)
- $1,193,809