Civic Intelligence

Oakbridge Advisors Inc

Plan context: Oakbridge Advisors Inc 401K Profit Sharing Plan

EIN 14-2007077 • Newport Beach, CA • 12 filings • 3 plans

1451 Quail StreetSuite 218Newport Beach, CA 92660
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$314,648

2019 Contributions

$24,468

Historical Graphs

Total Assets Over Time

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

$520,658$260,329$0200820142019YearValue
$314,648Latest year 2019

Participants Over Time

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

1370200820142019YearValue
2Latest year 2019

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
201912$314,648$24,468$12,234iApproximate average salary by contribution assumption: employee only about $305,850 at 4% or $203,900 at 6%; with 50% employer match about $203,900 at 4% or $135,933 at 6%; with 100% employer match about $152,925 at 4% or $101,950 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-2$314,648$24,468$12,234iApproximate average salary by contribution assumption: employee only about $305,850 at 4% or $203,900 at 6%; with 50% employer match about $203,900 at 4% or $135,933 at 6%; with 100% employer match about $152,925 at 4% or $101,950 at 6%.
201813$255,558$21,835$7,278iApproximate average salary by contribution assumption: employee only about $181,958 at 4% or $121,306 at 6%; with 50% employer match about $121,306 at 4% or $80,870 at 6%; with 100% employer match about $90,979 at 4% or $60,653 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-3$255,558$21,835$7,278iApproximate average salary by contribution assumption: employee only about $181,958 at 4% or $121,306 at 6%; with 50% employer match about $121,306 at 4% or $80,870 at 6%; with 100% employer match about $90,979 at 4% or $60,653 at 6%.
2017110$239,984$33,247$3,325iApproximate average salary by contribution assumption: employee only about $83,118 at 4% or $55,412 at 6%; with 50% employer match about $55,412 at 4% or $36,941 at 6%; with 100% employer match about $41,559 at 4% or $27,706 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-10$239,984$33,247$3,325iApproximate average salary by contribution assumption: employee only about $83,118 at 4% or $55,412 at 6%; with 50% employer match about $55,412 at 4% or $36,941 at 6%; with 100% employer match about $41,559 at 4% or $27,706 at 6%.
2016110$211,807$108,026$10,803iApproximate average salary by contribution assumption: employee only about $270,065 at 4% or $180,043 at 6%; with 50% employer match about $180,043 at 4% or $120,029 at 6%; with 100% employer match about $135,033 at 4% or $90,022 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-10$211,807$108,026$10,803iApproximate average salary by contribution assumption: employee only about $270,065 at 4% or $180,043 at 6%; with 50% employer match about $180,043 at 4% or $120,029 at 6%; with 100% employer match about $135,033 at 4% or $90,022 at 6%.
2015111$520,658$118,233$10,748iApproximate average salary by contribution assumption: employee only about $268,711 at 4% or $179,141 at 6%; with 50% employer match about $179,141 at 4% or $119,427 at 6%; with 100% employer match about $134,356 at 4% or $89,570 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-11$520,658$118,233$10,748iApproximate average salary by contribution assumption: employee only about $268,711 at 4% or $179,141 at 6%; with 50% employer match about $179,141 at 4% or $119,427 at 6%; with 100% employer match about $134,356 at 4% or $89,570 at 6%.
2014113$451,720$107,239$8,249iApproximate average salary by contribution assumption: employee only about $206,229 at 4% or $137,486 at 6%; with 50% employer match about $137,486 at 4% or $91,657 at 6%; with 100% employer match about $103,114 at 4% or $68,743 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-13$451,720$107,239$8,249iApproximate average salary by contribution assumption: employee only about $206,229 at 4% or $137,486 at 6%; with 50% employer match about $137,486 at 4% or $91,657 at 6%; with 100% employer match about $103,114 at 4% or $68,743 at 6%.
201318$494,475$61,676$7,710iApproximate average salary by contribution assumption: employee only about $192,738 at 4% or $128,492 at 6%; with 50% employer match about $128,492 at 4% or $85,661 at 6%; with 100% employer match about $96,369 at 4% or $64,246 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-8$494,475$61,676$7,710iApproximate average salary by contribution assumption: employee only about $192,738 at 4% or $128,492 at 6%; with 50% employer match about $128,492 at 4% or $85,661 at 6%; with 100% employer match about $96,369 at 4% or $64,246 at 6%.
201218$468,665$92,150$11,519iApproximate average salary by contribution assumption: employee only about $287,969 at 4% or $191,979 at 6%; with 50% employer match about $191,979 at 4% or $127,986 at 6%; with 100% employer match about $143,984 at 4% or $95,990 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-8$468,665$92,150$11,519iApproximate average salary by contribution assumption: employee only about $287,969 at 4% or $191,979 at 6%; with 50% employer match about $191,979 at 4% or $127,986 at 6%; with 100% employer match about $143,984 at 4% or $95,990 at 6%.
201116$358,450$104,271$17,379iApproximate average salary by contribution assumption: employee only about $434,463 at 4% or $289,642 at 6%; with 50% employer match about $289,642 at 4% or $193,094 at 6%; with 100% employer match about $217,231 at 4% or $144,821 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-6$358,450$104,271$17,379iApproximate average salary by contribution assumption: employee only about $434,463 at 4% or $289,642 at 6%; with 50% employer match about $289,642 at 4% or $193,094 at 6%; with 100% employer match about $217,231 at 4% or $144,821 at 6%.
201016$267,913$47,258$7,876iApproximate average salary by contribution assumption: employee only about $196,908 at 4% or $131,272 at 6%; with 50% employer match about $131,272 at 4% or $87,515 at 6%; with 100% employer match about $98,454 at 4% or $65,636 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-6$267,913$47,258$7,876iApproximate average salary by contribution assumption: employee only about $196,908 at 4% or $131,272 at 6%; with 50% employer match about $131,272 at 4% or $87,515 at 6%; with 100% employer match about $98,454 at 4% or $65,636 at 6%.
200917$212,608$168,857$24,122iApproximate average salary by contribution assumption: employee only about $603,061 at 4% or $402,040 at 6%; with 50% employer match about $402,040 at 4% or $268,027 at 6%; with 100% employer match about $301,530 at 4% or $201,020 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-7$212,608$168,857$24,122iApproximate average salary by contribution assumption: employee only about $603,061 at 4% or $402,040 at 6%; with 50% employer match about $402,040 at 4% or $268,027 at 6%; with 100% employer match about $301,530 at 4% or $201,020 at 6%.
200817$25,703$27,408$3,915iApproximate average salary by contribution assumption: employee only about $97,886 at 4% or $65,257 at 6%; with 50% employer match about $65,257 at 4% or $43,505 at 6%; with 100% employer match about $48,943 at 4% or $32,629 at 6%.
Oakbridge Advisors Inc 401K Profit Sharing Plan-7$25,703$27,408$3,915iApproximate average salary by contribution assumption: employee only about $97,886 at 4% or $65,257 at 6%; with 50% employer match about $65,257 at 4% or $43,505 at 6%; with 100% employer match about $48,943 at 4% or $32,629 at 6%.