Civic Intelligence

White Oak Capital Management Inc.

Plan context: White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust

EIN 13-3600694 • 8 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

12

2006 Assets

$386,317

2006 Contributions

$156,657

Historical Graphs

Total Assets Over Time

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

$1,190,039$595,020$0199920022005YearValue
$386,317Latest year 2005

Participants Over Time

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

1580199920012003YearValue
12Latest year 2003

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
200610$0$0-
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-0---
200510$386,317$0-
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-0$386,317--
200410$1,190,039$156,657-
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-0$1,190,039$156,657-
2003112$994,632$151,919$12,660iApproximate average salary by contribution assumption: employee only about $316,498 at 4% or $210,999 at 6%; with 50% employer match about $210,999 at 4% or $140,666 at 6%; with 100% employer match about $158,249 at 4% or $105,499 at 6%.
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-12$994,632$151,919$12,660iApproximate average salary by contribution assumption: employee only about $316,498 at 4% or $210,999 at 6%; with 50% employer match about $210,999 at 4% or $140,666 at 6%; with 100% employer match about $158,249 at 4% or $105,499 at 6%.
2002112$590,853$144,743$12,062iApproximate average salary by contribution assumption: employee only about $301,548 at 4% or $201,032 at 6%; with 50% employer match about $201,032 at 4% or $134,021 at 6%; with 100% employer match about $150,774 at 4% or $100,516 at 6%.
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-12$590,853$144,743$12,062iApproximate average salary by contribution assumption: employee only about $301,548 at 4% or $201,032 at 6%; with 50% employer match about $201,032 at 4% or $134,021 at 6%; with 100% employer match about $150,774 at 4% or $100,516 at 6%.
2001111$607,296$136,135$12,376iApproximate average salary by contribution assumption: employee only about $309,398 at 4% or $206,265 at 6%; with 50% employer match about $206,265 at 4% or $137,510 at 6%; with 100% employer match about $154,699 at 4% or $103,133 at 6%.
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-11$607,296$136,135$12,376iApproximate average salary by contribution assumption: employee only about $309,398 at 4% or $206,265 at 6%; with 50% employer match about $206,265 at 4% or $137,510 at 6%; with 100% employer match about $154,699 at 4% or $103,133 at 6%.
2000115$508,684$144,345$9,623iApproximate average salary by contribution assumption: employee only about $240,575 at 4% or $160,383 at 6%; with 50% employer match about $160,383 at 4% or $106,922 at 6%; with 100% employer match about $120,288 at 4% or $80,192 at 6%.
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-15$508,684$144,345$9,623iApproximate average salary by contribution assumption: employee only about $240,575 at 4% or $160,383 at 6%; with 50% employer match about $160,383 at 4% or $106,922 at 6%; with 100% employer match about $120,288 at 4% or $80,192 at 6%.
1999113$383,599$38,404$2,954iApproximate average salary by contribution assumption: employee only about $73,854 at 4% or $49,236 at 6%; with 50% employer match about $49,236 at 4% or $32,824 at 6%; with 100% employer match about $36,927 at 4% or $24,618 at 6%.
White Oak Capital Managment Inc. 401K Profit Sharing Plan & Trust-13$383,599$38,404$2,954iApproximate average salary by contribution assumption: employee only about $73,854 at 4% or $49,236 at 6%; with 50% employer match about $49,236 at 4% or $32,824 at 6%; with 100% employer match about $36,927 at 4% or $24,618 at 6%.