Civic Intelligence

Broadoak Capital Partners LLC

Plan context: Broadoak Capital Partners LLC Profit Sharing Plan

EIN 20-5961838 • Bethesda, MD • 10 filings • 2 plans

7201 Wisconsin Avenue, Suite 630Bethesda, MD 20814
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$3,728,735

2018 Contributions

$134,250

Historical Graphs

Total Assets Over Time

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

$3,728,735$1,864,368$0200920142018YearValue
$3,728,735Latest year 2018

Participants Over Time

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

530200920142018YearValue
4Latest year 2018

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
201814$3,728,735$134,250$33,563iApproximate average salary by contribution assumption: employee only about $839,063 at 4% or $559,375 at 6%; with 50% employer match about $559,375 at 4% or $372,917 at 6%; with 100% employer match about $419,531 at 4% or $279,688 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$3,728,735$134,250$33,563iApproximate average salary by contribution assumption: employee only about $839,063 at 4% or $559,375 at 6%; with 50% employer match about $559,375 at 4% or $372,917 at 6%; with 100% employer match about $419,531 at 4% or $279,688 at 6%.
201715$3,528,724$196,530$39,306iApproximate average salary by contribution assumption: employee only about $982,650 at 4% or $655,100 at 6%; with 50% employer match about $655,100 at 4% or $436,733 at 6%; with 100% employer match about $491,325 at 4% or $327,550 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-5$3,528,724$196,530$39,306iApproximate average salary by contribution assumption: employee only about $982,650 at 4% or $655,100 at 6%; with 50% employer match about $655,100 at 4% or $436,733 at 6%; with 100% employer match about $491,325 at 4% or $327,550 at 6%.
201615$2,369,056$194,750$38,950iApproximate average salary by contribution assumption: employee only about $973,750 at 4% or $649,167 at 6%; with 50% employer match about $649,167 at 4% or $432,778 at 6%; with 100% employer match about $486,875 at 4% or $324,583 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-5$2,369,056$194,750$38,950iApproximate average salary by contribution assumption: employee only about $973,750 at 4% or $649,167 at 6%; with 50% employer match about $649,167 at 4% or $432,778 at 6%; with 100% employer match about $486,875 at 4% or $324,583 at 6%.
201514$2,295,679$145,999$36,500iApproximate average salary by contribution assumption: employee only about $912,494 at 4% or $608,329 at 6%; with 50% employer match about $608,329 at 4% or $405,553 at 6%; with 100% employer match about $456,247 at 4% or $304,165 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$2,295,679$145,999$36,500iApproximate average salary by contribution assumption: employee only about $912,494 at 4% or $608,329 at 6%; with 50% employer match about $608,329 at 4% or $405,553 at 6%; with 100% employer match about $456,247 at 4% or $304,165 at 6%.
201414$1,994,499$889,358$222,340iApproximate average salary by contribution assumption: employee only about $5,558,488 at 4% or $3,705,658 at 6%; with 50% employer match about $3,705,658 at 4% or $2,470,439 at 6%; with 100% employer match about $2,779,244 at 4% or $1,852,829 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$1,994,499$889,358$222,340iApproximate average salary by contribution assumption: employee only about $5,558,488 at 4% or $3,705,658 at 6%; with 50% employer match about $3,705,658 at 4% or $2,470,439 at 6%; with 100% employer match about $2,779,244 at 4% or $1,852,829 at 6%.
201314$933,480$161,000$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$933,480$161,000$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
201214$715,412$429,281$107,320iApproximate average salary by contribution assumption: employee only about $2,683,006 at 4% or $1,788,671 at 6%; with 50% employer match about $1,788,671 at 4% or $1,192,447 at 6%; with 100% employer match about $1,341,503 at 4% or $894,335 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$715,412$429,281$107,320iApproximate average salary by contribution assumption: employee only about $2,683,006 at 4% or $1,788,671 at 6%; with 50% employer match about $1,788,671 at 4% or $1,192,447 at 6%; with 100% employer match about $1,341,503 at 4% or $894,335 at 6%.
201115$228,792$0-
Broadoak Capital Partners LLC Profit Sharing Plan-5$228,792--
201015$219,015$111,079$22,216iApproximate average salary by contribution assumption: employee only about $555,395 at 4% or $370,263 at 6%; with 50% employer match about $370,263 at 4% or $246,842 at 6%; with 100% employer match about $277,698 at 4% or $185,132 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-5$219,015$111,079$22,216iApproximate average salary by contribution assumption: employee only about $555,395 at 4% or $370,263 at 6%; with 50% employer match about $370,263 at 4% or $246,842 at 6%; with 100% employer match about $277,698 at 4% or $185,132 at 6%.
200914$102,458$102,458$25,615iApproximate average salary by contribution assumption: employee only about $640,363 at 4% or $426,908 at 6%; with 50% employer match about $426,908 at 4% or $284,606 at 6%; with 100% employer match about $320,181 at 4% or $213,454 at 6%.
Broadoak Capital Partners LLC Profit Sharing Plan-4$102,458$102,458$25,615iApproximate average salary by contribution assumption: employee only about $640,363 at 4% or $426,908 at 6%; with 50% employer match about $426,908 at 4% or $284,606 at 6%; with 100% employer match about $320,181 at 4% or $213,454 at 6%.