OAK POINT ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK POINT ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : OAK POINT ASSOCIATES 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $5,695,641 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $427,160 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $425,148 |
| Total plan assets at end of year | 2023-12-31 | $25,475,911 |
| Total plan assets at beginning of year | 2023-12-31 | $20,207,430 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $711,609 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $1,691 |
| Other income received | 2023-12-31 | $4,737,264 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $5,268,481 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $25,475,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $20,207,430 |
| Assets. Value of participant loans | 2023-12-31 | $61,429 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $245,077 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $2,012 |
| 2022 : OAK POINT ASSOCIATES 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-3,668,076 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $342,066 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $340,311 |
| Total plan assets at end of year | 2022-12-31 | $20,207,430 |
| Total plan assets at beginning of year | 2022-12-31 | $24,217,572 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $654,269 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-4,726,030 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,010,142 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $20,207,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,217,572 |
| Assets. Value of participant loans | 2022-12-31 | $102,024 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $403,685 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,755 |
| 2021 : OAK POINT ASSOCIATES 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $4,568,129 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,300,608 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,298,945 |
| Total plan assets at end of year | 2021-12-31 | $24,217,572 |
| Total plan assets at beginning of year | 2021-12-31 | $20,950,051 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $637,525 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $147,075 |
| Other income received | 2021-12-31 | $3,667,319 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $3,267,521 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $24,217,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,950,051 |
| Assets. Value of participant loans | 2021-12-31 | $91,716 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $116,210 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,663 |
| 2020 : OAK POINT ASSOCIATES 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $4,566,481 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $678,267 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $676,786 |
| Total plan assets at end of year | 2020-12-31 | $20,950,051 |
| Total plan assets at beginning of year | 2020-12-31 | $17,061,837 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $590,438 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $41,377 |
| Other income received | 2020-12-31 | $3,679,897 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $3,888,214 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $20,950,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,061,837 |
| Assets. Value of participant loans | 2020-12-31 | $103,223 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $254,769 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,481 |
| 2019 : OAK POINT ASSOCIATES 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $3,998,130 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $381,844 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $378,987 |
| Total plan assets at end of year | 2019-12-31 | $17,061,837 |
| Total plan assets at beginning of year | 2019-12-31 | $13,445,551 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $555,614 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $3,312,158 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $3,616,286 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,061,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,445,551 |
| Assets. Value of participant loans | 2019-12-31 | $68,283 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $130,358 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,857 |
| 2018 : OAK POINT ASSOCIATES 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $49,858 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $522,974 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $513,640 |
| Total plan assets at end of year | 2018-12-31 | $13,445,551 |
| Total plan assets at beginning of year | 2018-12-31 | $13,918,667 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $582,912 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-791,972 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-473,116 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,445,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,918,667 |
| Assets. Value of participant loans | 2018-12-31 | $84,520 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $258,918 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,334 |
| 2017 : OAK POINT ASSOCIATES 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,898,734 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $347,021 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $329,208 |
| Total plan assets at end of year | 2017-12-31 | $13,918,667 |
| Total plan assets at beginning of year | 2017-12-31 | $11,366,954 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $509,401 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $18,937 |
| Other income received | 2017-12-31 | $2,237,999 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $2,551,713 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,918,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,366,954 |
| Assets. Value of participant loans | 2017-12-31 | $182,494 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $132,397 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $8,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $9,489 |
| 2016 : OAK POINT ASSOCIATES 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,509,162 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $47,288 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $39,191 |
| Total plan assets at end of year | 2016-12-31 | $11,366,954 |
| Total plan assets at beginning of year | 2016-12-31 | $9,905,080 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $422,162 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $1,044,666 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,461,874 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,366,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,905,080 |
| Assets. Value of participant loans | 2016-12-31 | $191,181 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $42,334 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,097 |
| 2015 : OAK POINT ASSOCIATES 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $299,515 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $298,331 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $270,611 |
| Total plan assets at end of year | 2015-12-31 | $9,905,080 |
| Total plan assets at beginning of year | 2015-12-31 | $9,903,896 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $404,833 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-125,335 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $1,184 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,905,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,903,896 |
| Assets. Value of participant loans | 2015-12-31 | $133,892 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $20,017 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $27,720 |
