Civic Intelligence

Red Oak Financial Group

Plan context: Red Oak Financial Group 401(K) Retirement Plan

EIN 20-0826587 • Farmers Branch, TX • 13 filings • 2 plans

3225 Brookhaven Club DriveFarmers Branch, TX 75234
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,623,399

2020 Contributions

$78,531

Historical Graphs

Total Assets Over Time

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

$1,623,399$811,700$0200820142019YearValue
$1,623,399Latest year 2019

Participants Over Time

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

420200820142019YearValue
3Latest 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
202010$0$78,531-
Red Oak Financial Group 401(K) Retirement Plan-0$0$78,531-
201913$1,623,399$75,100$25,033iApproximate average salary by contribution assumption: employee only about $625,833 at 4% or $417,222 at 6%; with 50% employer match about $417,222 at 4% or $278,148 at 6%; with 100% employer match about $312,917 at 4% or $208,611 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$1,623,399$75,100$25,033iApproximate average salary by contribution assumption: employee only about $625,833 at 4% or $417,222 at 6%; with 50% employer match about $417,222 at 4% or $278,148 at 6%; with 100% employer match about $312,917 at 4% or $208,611 at 6%.
201813$1,244,214$74,537$24,846iApproximate average salary by contribution assumption: employee only about $621,142 at 4% or $414,094 at 6%; with 50% employer match about $414,094 at 4% or $276,063 at 6%; with 100% employer match about $310,571 at 4% or $207,047 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$1,244,214$74,537$24,846iApproximate average salary by contribution assumption: employee only about $621,142 at 4% or $414,094 at 6%; with 50% employer match about $414,094 at 4% or $276,063 at 6%; with 100% employer match about $310,571 at 4% or $207,047 at 6%.
201713$1,256,287$65,222$21,741iApproximate average salary by contribution assumption: employee only about $543,517 at 4% or $362,344 at 6%; with 50% employer match about $362,344 at 4% or $241,563 at 6%; with 100% employer match about $271,758 at 4% or $181,172 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$1,256,287$65,222$21,741iApproximate average salary by contribution assumption: employee only about $543,517 at 4% or $362,344 at 6%; with 50% employer match about $362,344 at 4% or $241,563 at 6%; with 100% employer match about $271,758 at 4% or $181,172 at 6%.
201614$989,333$65,275$16,319iApproximate average salary by contribution assumption: employee only about $407,969 at 4% or $271,979 at 6%; with 50% employer match about $271,979 at 4% or $181,319 at 6%; with 100% employer match about $203,984 at 4% or $135,990 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-4$989,333$65,275$16,319iApproximate average salary by contribution assumption: employee only about $407,969 at 4% or $271,979 at 6%; with 50% employer match about $271,979 at 4% or $181,319 at 6%; with 100% employer match about $203,984 at 4% or $135,990 at 6%.
201513$857,141$64,194$21,398iApproximate average salary by contribution assumption: employee only about $534,950 at 4% or $356,633 at 6%; with 50% employer match about $356,633 at 4% or $237,756 at 6%; with 100% employer match about $267,475 at 4% or $178,317 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$857,141$64,194$21,398iApproximate average salary by contribution assumption: employee only about $534,950 at 4% or $356,633 at 6%; with 50% employer match about $356,633 at 4% or $237,756 at 6%; with 100% employer match about $267,475 at 4% or $178,317 at 6%.
201412$811,182$187,587$93,794iApproximate average salary by contribution assumption: employee only about $2,344,838 at 4% or $1,563,225 at 6%; with 50% employer match about $1,563,225 at 4% or $1,042,150 at 6%; with 100% employer match about $1,172,419 at 4% or $781,613 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-2$811,182$187,587$93,794iApproximate average salary by contribution assumption: employee only about $2,344,838 at 4% or $1,563,225 at 6%; with 50% employer match about $1,563,225 at 4% or $1,042,150 at 6%; with 100% employer match about $1,172,419 at 4% or $781,613 at 6%.
201314$575,143$61,614$15,404iApproximate average salary by contribution assumption: employee only about $385,088 at 4% or $256,725 at 6%; with 50% employer match about $256,725 at 4% or $171,150 at 6%; with 100% employer match about $192,544 at 4% or $128,363 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-4$575,143$61,614$15,404iApproximate average salary by contribution assumption: employee only about $385,088 at 4% or $256,725 at 6%; with 50% employer match about $256,725 at 4% or $171,150 at 6%; with 100% employer match about $192,544 at 4% or $128,363 at 6%.
201213$429,296$53,137$17,712iApproximate average salary by contribution assumption: employee only about $442,808 at 4% or $295,206 at 6%; with 50% employer match about $295,206 at 4% or $196,804 at 6%; with 100% employer match about $221,404 at 4% or $147,603 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$429,296$53,137$17,712iApproximate average salary by contribution assumption: employee only about $442,808 at 4% or $295,206 at 6%; with 50% employer match about $295,206 at 4% or $196,804 at 6%; with 100% employer match about $221,404 at 4% or $147,603 at 6%.
201113$341,432$49,761$16,587iApproximate average salary by contribution assumption: employee only about $414,675 at 4% or $276,450 at 6%; with 50% employer match about $276,450 at 4% or $184,300 at 6%; with 100% employer match about $207,338 at 4% or $138,225 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$341,432$49,761$16,587iApproximate average salary by contribution assumption: employee only about $414,675 at 4% or $276,450 at 6%; with 50% employer match about $276,450 at 4% or $184,300 at 6%; with 100% employer match about $207,338 at 4% or $138,225 at 6%.
201013$298,303$19,519$6,506iApproximate average salary by contribution assumption: employee only about $162,658 at 4% or $108,439 at 6%; with 50% employer match about $108,439 at 4% or $72,293 at 6%; with 100% employer match about $81,329 at 4% or $54,219 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-3$298,303$19,519$6,506iApproximate average salary by contribution assumption: employee only about $162,658 at 4% or $108,439 at 6%; with 50% employer match about $108,439 at 4% or $72,293 at 6%; with 100% employer match about $81,329 at 4% or $54,219 at 6%.
200912$242,851$17,563$8,782iApproximate average salary by contribution assumption: employee only about $219,538 at 4% or $146,358 at 6%; with 50% employer match about $146,358 at 4% or $97,572 at 6%; with 100% employer match about $109,769 at 4% or $73,179 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-2$242,851$17,563$8,782iApproximate average salary by contribution assumption: employee only about $219,538 at 4% or $146,358 at 6%; with 50% employer match about $146,358 at 4% or $97,572 at 6%; with 100% employer match about $109,769 at 4% or $73,179 at 6%.
200812$182,542$252,378$126,189iApproximate average salary by contribution assumption: employee only about $3,154,725 at 4% or $2,103,150 at 6%; with 50% employer match about $2,103,150 at 4% or $1,402,100 at 6%; with 100% employer match about $1,577,363 at 4% or $1,051,575 at 6%.
Red Oak Financial Group 401(K) Retirement Plan-2$182,542$252,378$126,189iApproximate average salary by contribution assumption: employee only about $3,154,725 at 4% or $2,103,150 at 6%; with 50% employer match about $2,103,150 at 4% or $1,402,100 at 6%; with 100% employer match about $1,577,363 at 4% or $1,051,575 at 6%.
Red Oak Financial Group | EIN 20-0826587 | 2020 Form 5500 Company Profile