Civic Intelligence

The Oak Financial Group

Plan context: The Oak Financial Group 401(K) Psp

EIN 01-0668352 • Angleton, TX • 19 filings • 4 plans

121 E. Myrtle Suite BAngleton, TX 77515
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,225,092

2024 Contributions

$55,736

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,225,092$612,546$0200520152024YearValue
$1,225,092Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050200520152024YearValue
10Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$1,225,092$55,736$5,574iApproximate average salary by contribution assumption: employee only about $139,340 at 4% or $92,893 at 6%; with 50% employer match about $92,893 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%.
The Oak Financial Group 401(K) Psp-10$1,225,092$55,736$5,574iApproximate average salary by contribution assumption: employee only about $139,340 at 4% or $92,893 at 6%; with 50% employer match about $92,893 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%.
202319$1,108,905$47,904$5,323iApproximate average salary by contribution assumption: employee only about $133,067 at 4% or $88,711 at 6%; with 50% employer match about $88,711 at 4% or $59,141 at 6%; with 100% employer match about $66,533 at 4% or $44,356 at 6%.
The Oak Financial Group 401(K) Psp-9$1,108,905$47,904$5,323iApproximate average salary by contribution assumption: employee only about $133,067 at 4% or $88,711 at 6%; with 50% employer match about $88,711 at 4% or $59,141 at 6%; with 100% employer match about $66,533 at 4% or $44,356 at 6%.
202218$887,868$57,402$7,175iApproximate average salary by contribution assumption: employee only about $179,381 at 4% or $119,588 at 6%; with 50% employer match about $119,588 at 4% or $79,725 at 6%; with 100% employer match about $89,691 at 4% or $59,794 at 6%.
The Oak Financial Group 401(K) Psp-8$887,868$57,402$7,175iApproximate average salary by contribution assumption: employee only about $179,381 at 4% or $119,588 at 6%; with 50% employer match about $119,588 at 4% or $79,725 at 6%; with 100% employer match about $89,691 at 4% or $59,794 at 6%.
202118$1,022,386$81,798$10,225iApproximate average salary by contribution assumption: employee only about $255,619 at 4% or $170,413 at 6%; with 50% employer match about $170,413 at 4% or $113,608 at 6%; with 100% employer match about $127,809 at 4% or $85,206 at 6%.
The Oak Financial Group 401(K) Psp-8$1,022,386$81,798$10,225iApproximate average salary by contribution assumption: employee only about $255,619 at 4% or $170,413 at 6%; with 50% employer match about $170,413 at 4% or $113,608 at 6%; with 100% employer match about $127,809 at 4% or $85,206 at 6%.
202017$837,035$72,813$10,402iApproximate average salary by contribution assumption: employee only about $260,046 at 4% or $173,364 at 6%; with 50% employer match about $173,364 at 4% or $115,576 at 6%; with 100% employer match about $130,023 at 4% or $86,682 at 6%.
The Oak Financial Group 401(K) Psp-7$837,035$72,813$10,402iApproximate average salary by contribution assumption: employee only about $260,046 at 4% or $173,364 at 6%; with 50% employer match about $173,364 at 4% or $115,576 at 6%; with 100% employer match about $130,023 at 4% or $86,682 at 6%.
201917$702,585$68,556$9,794iApproximate average salary by contribution assumption: employee only about $244,843 at 4% or $163,229 at 6%; with 50% employer match about $163,229 at 4% or $108,819 at 6%; with 100% employer match about $122,421 at 4% or $81,614 at 6%.
The Oak Financial Group 401(K) Psp-7$702,585$68,556$9,794iApproximate average salary by contribution assumption: employee only about $244,843 at 4% or $163,229 at 6%; with 50% employer match about $163,229 at 4% or $108,819 at 6%; with 100% employer match about $122,421 at 4% or $81,614 at 6%.
201817$505,188$46,929$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,490 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
The Oak Financial Group 401(K) Psp-7$505,188$46,929$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,490 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
201717$513,438$52,508$7,501iApproximate average salary by contribution assumption: employee only about $187,529 at 4% or $125,019 at 6%; with 50% employer match about $125,019 at 4% or $83,346 at 6%; with 100% employer match about $93,764 at 4% or $62,510 at 6%.
The Oak Financial Group 401(K) Psp-7$513,438$52,508$7,501iApproximate average salary by contribution assumption: employee only about $187,529 at 4% or $125,019 at 6%; with 50% employer match about $125,019 at 4% or $83,346 at 6%; with 100% employer match about $93,764 at 4% or $62,510 at 6%.
201617$410,027$42,939$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
The Oak Financial Group 401(K) Psp-7$410,027$42,939$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
201517$277,906$46,474$6,639iApproximate average salary by contribution assumption: employee only about $165,979 at 4% or $110,652 at 6%; with 50% employer match about $110,652 at 4% or $73,768 at 6%; with 100% employer match about $82,989 at 4% or $55,326 at 6%.
The Oak Financial Group 401(K) Psp-7$277,906$46,474$6,639iApproximate average salary by contribution assumption: employee only about $165,979 at 4% or $110,652 at 6%; with 50% employer match about $110,652 at 4% or $73,768 at 6%; with 100% employer match about $82,989 at 4% or $55,326 at 6%.
201417$348,673$129,236$18,462iApproximate average salary by contribution assumption: employee only about $461,557 at 4% or $307,705 at 6%; with 50% employer match about $307,705 at 4% or $205,137 at 6%; with 100% employer match about $230,779 at 4% or $153,852 at 6%.
The Oak Financial Group 401(K) Psp-7$348,673$129,236$18,462iApproximate average salary by contribution assumption: employee only about $461,557 at 4% or $307,705 at 6%; with 50% employer match about $307,705 at 4% or $205,137 at 6%; with 100% employer match about $230,779 at 4% or $153,852 at 6%.
201319$242,824$25,425$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
The Oak Financial Group 401(K) Psp-9$242,824$25,425$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
201219$199,558$22,230$2,470iApproximate average salary by contribution assumption: employee only about $61,750 at 4% or $41,167 at 6%; with 50% employer match about $41,167 at 4% or $27,444 at 6%; with 100% employer match about $30,875 at 4% or $20,583 at 6%.
The Oak Financial Group 401(K) Psp-9$199,558$22,230$2,470iApproximate average salary by contribution assumption: employee only about $61,750 at 4% or $41,167 at 6%; with 50% employer match about $41,167 at 4% or $27,444 at 6%; with 100% employer match about $30,875 at 4% or $20,583 at 6%.
201117$163,505$19,653$2,808iApproximate average salary by contribution assumption: employee only about $70,189 at 4% or $46,793 at 6%; with 50% employer match about $46,793 at 4% or $31,195 at 6%; with 100% employer match about $35,095 at 4% or $23,396 at 6%.
The Oak Financial Group 401(K) Psp-7$163,505$19,653$2,808iApproximate average salary by contribution assumption: employee only about $70,189 at 4% or $46,793 at 6%; with 50% employer match about $46,793 at 4% or $31,195 at 6%; with 100% employer match about $35,095 at 4% or $23,396 at 6%.
201017$161,672$38,830$5,547iApproximate average salary by contribution assumption: employee only about $138,679 at 4% or $92,452 at 6%; with 50% employer match about $92,452 at 4% or $61,635 at 6%; with 100% employer match about $69,339 at 4% or $46,226 at 6%.
The Oak Financial Group 401(K) Psp-7$161,672$38,830$5,547iApproximate average salary by contribution assumption: employee only about $138,679 at 4% or $92,452 at 6%; with 50% employer match about $92,452 at 4% or $61,635 at 6%; with 100% employer match about $69,339 at 4% or $46,226 at 6%.
200917$106,142$17,362$2,480iApproximate average salary by contribution assumption: employee only about $62,007 at 4% or $41,338 at 6%; with 50% employer match about $41,338 at 4% or $27,559 at 6%; with 100% employer match about $31,004 at 4% or $20,669 at 6%.
The Oak Financial Group 401(K) Psp-7$106,142$17,362$2,480iApproximate average salary by contribution assumption: employee only about $62,007 at 4% or $41,338 at 6%; with 50% employer match about $41,338 at 4% or $27,559 at 6%; with 100% employer match about $31,004 at 4% or $20,669 at 6%.
200718$82,237$29,667$3,708iApproximate average salary by contribution assumption: employee only about $92,709 at 4% or $61,806 at 6%; with 50% employer match about $61,806 at 4% or $41,204 at 6%; with 100% employer match about $46,355 at 4% or $30,903 at 6%.
The Oak Financial Group 401(K) Psp-8$82,237$29,667$3,708iApproximate average salary by contribution assumption: employee only about $92,709 at 4% or $61,806 at 6%; with 50% employer match about $61,806 at 4% or $41,204 at 6%; with 100% employer match about $46,355 at 4% or $30,903 at 6%.
200618$52,364$21,200$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
The Oak Financial Group 401(K) Psp-8$52,364$21,200$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
200517$23,469$22,032$3,147iApproximate average salary by contribution assumption: employee only about $78,686 at 4% or $52,457 at 6%; with 50% employer match about $52,457 at 4% or $34,971 at 6%; with 100% employer match about $39,343 at 4% or $26,229 at 6%.
The Oak Financial Group 401(K) Psp-7$23,469$22,032$3,147iApproximate average salary by contribution assumption: employee only about $78,686 at 4% or $52,457 at 6%; with 50% employer match about $52,457 at 4% or $34,971 at 6%; with 100% employer match about $39,343 at 4% or $26,229 at 6%.