Civic Intelligence

Oaks, Hartline & Daly, LLP

Plan context: Oaks, Hartline & Daly LLP 401(K) Plan

EIN 20-5487359 • Houston, TX • 17 filings • 3 plans

2323 S. Shepherd Dr. 14th FloorHouston, TX 77019
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$5,598,590

2022 Contributions

$159,615

Historical Graphs

Total Assets Over Time

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

$5,598,590$2,799,295$0200820142020YearValue
$5,598,590Latest year 2020

Participants Over Time

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

19100200720142021YearValue
8Latest year 2021

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
202210$0$0-
OAKS, HARTLINE & DALY LLP EMPLOYEE BENEFIT PLAN-----
202128$0$0-
Oaks, Hartline & Daly LLP 401(K) Plan-0$0$0-
OAKS, HARTLINE & DALY LLP EMPLOYEE BENEFIT PLAN-8---
2020118$5,598,590$159,615$8,868iApproximate average salary by contribution assumption: employee only about $221,688 at 4% or $147,792 at 6%; with 50% employer match about $147,792 at 4% or $98,528 at 6%; with 100% employer match about $110,844 at 4% or $73,896 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-18$5,598,590$159,615$8,868iApproximate average salary by contribution assumption: employee only about $221,688 at 4% or $147,792 at 6%; with 50% employer match about $147,792 at 4% or $98,528 at 6%; with 100% employer match about $110,844 at 4% or $73,896 at 6%.
2019119$4,588,593$175,056$9,213iApproximate average salary by contribution assumption: employee only about $230,337 at 4% or $153,558 at 6%; with 50% employer match about $153,558 at 4% or $102,372 at 6%; with 100% employer match about $115,168 at 4% or $76,779 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-19$4,588,593$175,056$9,213iApproximate average salary by contribution assumption: employee only about $230,337 at 4% or $153,558 at 6%; with 50% employer match about $153,558 at 4% or $102,372 at 6%; with 100% employer match about $115,168 at 4% or $76,779 at 6%.
2018116$3,622,015$176,741$11,046iApproximate average salary by contribution assumption: employee only about $276,158 at 4% or $184,105 at 6%; with 50% employer match about $184,105 at 4% or $122,737 at 6%; with 100% employer match about $138,079 at 4% or $92,053 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-16$3,622,015$176,741$11,046iApproximate average salary by contribution assumption: employee only about $276,158 at 4% or $184,105 at 6%; with 50% employer match about $184,105 at 4% or $122,737 at 6%; with 100% employer match about $138,079 at 4% or $92,053 at 6%.
2017116$3,945,156$159,437$9,965iApproximate average salary by contribution assumption: employee only about $249,120 at 4% or $166,080 at 6%; with 50% employer match about $166,080 at 4% or $110,720 at 6%; with 100% employer match about $124,560 at 4% or $83,040 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-16$3,945,156$159,437$9,965iApproximate average salary by contribution assumption: employee only about $249,120 at 4% or $166,080 at 6%; with 50% employer match about $166,080 at 4% or $110,720 at 6%; with 100% employer match about $124,560 at 4% or $83,040 at 6%.
2016117$3,383,085$169,175$9,951iApproximate average salary by contribution assumption: employee only about $248,787 at 4% or $165,858 at 6%; with 50% employer match about $165,858 at 4% or $110,572 at 6%; with 100% employer match about $124,393 at 4% or $82,929 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-17$3,383,085$169,175$9,951iApproximate average salary by contribution assumption: employee only about $248,787 at 4% or $165,858 at 6%; with 50% employer match about $165,858 at 4% or $110,572 at 6%; with 100% employer match about $124,393 at 4% or $82,929 at 6%.
2015116$2,981,453$143,237$8,952iApproximate average salary by contribution assumption: employee only about $223,808 at 4% or $149,205 at 6%; with 50% employer match about $149,205 at 4% or $99,470 at 6%; with 100% employer match about $111,904 at 4% or $74,603 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-16$2,981,453$143,237$8,952iApproximate average salary by contribution assumption: employee only about $223,808 at 4% or $149,205 at 6%; with 50% employer match about $149,205 at 4% or $99,470 at 6%; with 100% employer match about $111,904 at 4% or $74,603 at 6%.
2014114$2,979,941$92,026$6,573iApproximate average salary by contribution assumption: employee only about $164,332 at 4% or $109,555 at 6%; with 50% employer match about $109,555 at 4% or $73,037 at 6%; with 100% employer match about $82,166 at 4% or $54,777 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-14$2,979,941$92,026$6,573iApproximate average salary by contribution assumption: employee only about $164,332 at 4% or $109,555 at 6%; with 50% employer match about $109,555 at 4% or $73,037 at 6%; with 100% employer match about $82,166 at 4% or $54,777 at 6%.
2013114$2,777,599$134,154$9,582iApproximate average salary by contribution assumption: employee only about $239,561 at 4% or $159,707 at 6%; with 50% employer match about $159,707 at 4% or $106,471 at 6%; with 100% employer match about $119,780 at 4% or $79,854 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-14$2,777,599$134,154$9,582iApproximate average salary by contribution assumption: employee only about $239,561 at 4% or $159,707 at 6%; with 50% employer match about $159,707 at 4% or $106,471 at 6%; with 100% employer match about $119,780 at 4% or $79,854 at 6%.
2012114$2,302,402$149,781$10,699iApproximate average salary by contribution assumption: employee only about $267,466 at 4% or $178,311 at 6%; with 50% employer match about $178,311 at 4% or $118,874 at 6%; with 100% employer match about $133,733 at 4% or $89,155 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-14$2,302,402$149,781$10,699iApproximate average salary by contribution assumption: employee only about $267,466 at 4% or $178,311 at 6%; with 50% employer match about $178,311 at 4% or $118,874 at 6%; with 100% employer match about $133,733 at 4% or $89,155 at 6%.
2011112$1,969,344$137,003$11,417iApproximate average salary by contribution assumption: employee only about $285,423 at 4% or $190,282 at 6%; with 50% employer match about $190,282 at 4% or $126,855 at 6%; with 100% employer match about $142,711 at 4% or $95,141 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-12$1,969,344$137,003$11,417iApproximate average salary by contribution assumption: employee only about $285,423 at 4% or $190,282 at 6%; with 50% employer match about $190,282 at 4% or $126,855 at 6%; with 100% employer match about $142,711 at 4% or $95,141 at 6%.
2010111$1,896,269$153,946$13,995iApproximate average salary by contribution assumption: employee only about $349,877 at 4% or $233,252 at 6%; with 50% employer match about $233,252 at 4% or $155,501 at 6%; with 100% employer match about $174,939 at 4% or $116,626 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-11$1,896,269$153,946$13,995iApproximate average salary by contribution assumption: employee only about $349,877 at 4% or $233,252 at 6%; with 50% employer match about $233,252 at 4% or $155,501 at 6%; with 100% employer match about $174,939 at 4% or $116,626 at 6%.
2009112$1,530,048$121,741$10,145iApproximate average salary by contribution assumption: employee only about $253,627 at 4% or $169,085 at 6%; with 50% employer match about $169,085 at 4% or $112,723 at 6%; with 100% employer match about $126,814 at 4% or $84,542 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-12$1,530,048$121,741$10,145iApproximate average salary by contribution assumption: employee only about $253,627 at 4% or $169,085 at 6%; with 50% employer match about $169,085 at 4% or $112,723 at 6%; with 100% employer match about $126,814 at 4% or $84,542 at 6%.
2008110$1,109,181$105,615$10,562iApproximate average salary by contribution assumption: employee only about $264,038 at 4% or $176,025 at 6%; with 50% employer match about $176,025 at 4% or $117,350 at 6%; with 100% employer match about $132,019 at 4% or $88,013 at 6%.
Oaks, Hartline & Daly LLP 401(K) Plan-10$1,109,181$105,615$10,562iApproximate average salary by contribution assumption: employee only about $264,038 at 4% or $176,025 at 6%; with 50% employer match about $176,025 at 4% or $117,350 at 6%; with 100% employer match about $132,019 at 4% or $88,013 at 6%.
200718$0$0-
Oaks, Hartline & Daly LLP 401(K) Plan-8---