Civic Intelligence

White Oaks Capital LLC

Plan context: White Oaks Capital LLC 401(K) Profit Sharing Plan

EIN 20-2901644 • Saint Simons Island, GA • 3 filings • 2 plans

100 Idac LaneSaint Simons Island, GA 31522
Current Snapshot

Latest Year

2009

2009 Participants

13

2009 Assets

$256,061

2009 Contributions

$11,309

Historical Graphs

Total Assets Over Time

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

$256,061$128,031$02009YearValue
$256,061Latest year 2009

Participants Over Time

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

85430200720082009YearValue
13Latest year 2009

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
2009113$256,061$11,309$870iApproximate average salary by contribution assumption: employee only about $21,748 at 4% or $14,499 at 6%; with 50% employer match about $14,499 at 4% or $9,666 at 6%; with 100% employer match about $10,874 at 4% or $7,249 at 6%.
White Oaks Capital LLC 401(K) Profit Sharing Plan-13$256,061$11,309$870iApproximate average salary by contribution assumption: employee only about $21,748 at 4% or $14,499 at 6%; with 50% employer match about $14,499 at 4% or $9,666 at 6%; with 100% employer match about $10,874 at 4% or $7,249 at 6%.
2008139$0$0-
White Oaks Capital LLC 401(K) Profit Sharing Plan-39---
2007185$0$0-
White Oaks Capital LLC 401(K) Profit Sharing Plan-85---