The Oak Foundation U.S.A.

Registered In: North Carolina
Incorporation Date: 03/24/2008
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Non-Profit Corporation
Status: Current-Active
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Ct Corporation System Registered Agent

160 MINE LAKE CT STE 200, RALEIGH, NC 27615

511 CONGRESS ST STE 800, PORTLAND, ME 04101 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for The Oak Foundation U.S.A.

Form 5500

THE OAK FOUNDATION, U.S.A.

55 Vilcom Center Dr STE 340, Chapel Hill, Nc 27514 (919) 951-0585 EIN:13-3321196 Plan Admin:Jill Berabo

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE OAK FOUNDATION, U.S.A. 403(B) PLAN Plan #001 Participants BOY/EOY18 / 0 Assets BOY/EOY$1,521,019 / $0	2023	THE OAK FOUNDATION, U.S.A. 403(B) PLAN - Plan #001	18 / 0	$1,521,019 / $0
2022	Plan NameTHE OAK FOUNDATION, U.S.A. 403(B) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,655,427 / $1,521,019	2022	THE OAK FOUNDATION, U.S.A. 403(B) PLAN - Plan #001	16 / 18	$1,655,427 / $1,521,019
2021	Plan NameTHE OAK FOUNDATION, U.S.A. 403(B) PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$2,216,126 / $1,655,427	2021	THE OAK FOUNDATION, U.S.A. 403(B) PLAN - Plan #001	18 / 16	$2,216,126 / $1,655,427
2020	Plan NameTHE OAK FOUNDATION, U.S.A. 403(B) PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$1,908,157 / $2,216,126	2020	THE OAK FOUNDATION, U.S.A. 403(B) PLAN - Plan #001	15 / 18	$1,908,157 / $2,216,126
2019	Plan NameTHE OAK FOUNDATION, U.S.A. 403(B) PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$1,510,928 / $1,908,157	2019	THE OAK FOUNDATION, U.S.A. 403(B) PLAN - Plan #001	13 / 15	$1,510,928 / $1,908,157

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor

The Oak Foundation U.S.A.

Company Summary

Financial Information for The Oak Foundation U.S.A.

THE OAK FOUNDATION, U.S.A.