OAK POINT PROPERTIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK POINT REAL ESTATE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : OAK POINT REAL ESTATE 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-03 | 478143 |
| Net assets as of the end of the plan year | 2025-10-03 | 2037975 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 1692251 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 218413 |
| Value of participant loans at end of plan year | 2025-10-03 | 55594 |
| Other expenses paid from plan in this plan year | 2025-10-03 | 0 |
| Other contributions to plan in this plan year | 2025-10-03 | 278938 |
| Other income to plan in this plan year | 2025-10-03 | 210452 |
| Plan net income in this plan year | 2025-10-03 | 345724 |
| Net assets as of the end of the plan year | 2025-10-03 | 2037975 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 1692251 |
| Employer contributions to plan in this plan year | 2025-10-03 | 116064 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 1959 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 16000 |
| 2024 : OAK POINT REAL ESTATE 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 65286 |
| Net assets as of the end of the plan year | 2024-10-03 | 1692251 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 1213213 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 184806 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 4303 |
| Other contributions to plan in this plan year | 2024-10-03 | 34257 |
| Other income to plan in this plan year | 2024-10-03 | 221759 |
| Plan net income in this plan year | 2024-10-03 | 479038 |
| Net assets as of the end of the plan year | 2024-10-03 | 1692251 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 1213213 |
| Employer contributions to plan in this plan year | 2024-10-03 | 103502 |
| Fees paid to broker by Benefit Provider | 2024-10-03 | 781 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 7163 |
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