Civic Intelligence

The Oakleaf Group LLC

Plan context: The Oakleaf Group LLC 401(K) Plan

EIN 26-0363678 • Olney, MD • 12 filings • 2 plans

3570 Olney Laytonsville RoadOlney, MD 20832
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$2,561,987

2024 Contributions

$589,138

Historical Graphs

Total Assets Over Time

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

$2,561,987$1,280,994$0201320192024YearValue
$2,561,987Latest year 2024

Participants Over Time

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

91460201320192024YearValue
51Latest year 2024

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
2024151$2,561,987$589,138$11,552iApproximate average salary by contribution assumption: employee only about $288,793 at 4% or $192,529 at 6%; with 50% employer match about $192,529 at 4% or $128,353 at 6%; with 100% employer match about $144,397 at 4% or $96,264 at 6%.
The Oakleaf Group LLC 401(K) Plan-51$2,561,987$589,138$11,552iApproximate average salary by contribution assumption: employee only about $288,793 at 4% or $192,529 at 6%; with 50% employer match about $192,529 at 4% or $128,353 at 6%; with 100% employer match about $144,397 at 4% or $96,264 at 6%.
2023160$2,370,869$555,729$9,262iApproximate average salary by contribution assumption: employee only about $231,554 at 4% or $154,369 at 6%; with 50% employer match about $154,369 at 4% or $102,913 at 6%; with 100% employer match about $115,777 at 4% or $77,185 at 6%.
The Oakleaf Group LLC 401(K) Plan-60$2,370,869$555,729$9,262iApproximate average salary by contribution assumption: employee only about $231,554 at 4% or $154,369 at 6%; with 50% employer match about $154,369 at 4% or $102,913 at 6%; with 100% employer match about $115,777 at 4% or $77,185 at 6%.
2022148$1,572,827$321,316$6,694iApproximate average salary by contribution assumption: employee only about $167,352 at 4% or $111,568 at 6%; with 50% employer match about $111,568 at 4% or $74,379 at 6%; with 100% employer match about $83,676 at 4% or $55,784 at 6%.
The Oakleaf Group LLC 401(K) Plan-48$1,572,827$321,316$6,694iApproximate average salary by contribution assumption: employee only about $167,352 at 4% or $111,568 at 6%; with 50% employer match about $111,568 at 4% or $74,379 at 6%; with 100% employer match about $83,676 at 4% or $55,784 at 6%.
2021176$1,679,332$329,127$4,331iApproximate average salary by contribution assumption: employee only about $108,265 at 4% or $72,177 at 6%; with 50% employer match about $72,177 at 4% or $48,118 at 6%; with 100% employer match about $54,133 at 4% or $36,088 at 6%.
The Oakleaf Group LLC 401(K) Plan-76$1,679,332$329,127$4,331iApproximate average salary by contribution assumption: employee only about $108,265 at 4% or $72,177 at 6%; with 50% employer match about $72,177 at 4% or $48,118 at 6%; with 100% employer match about $54,133 at 4% or $36,088 at 6%.
2020177$1,459,438$226,423$2,941iApproximate average salary by contribution assumption: employee only about $73,514 at 4% or $49,009 at 6%; with 50% employer match about $49,009 at 4% or $32,673 at 6%; with 100% employer match about $36,757 at 4% or $24,505 at 6%.
The Oakleaf Group LLC 401(K) Plan-77$1,459,438$226,423$2,941iApproximate average salary by contribution assumption: employee only about $73,514 at 4% or $49,009 at 6%; with 50% employer match about $49,009 at 4% or $32,673 at 6%; with 100% employer match about $36,757 at 4% or $24,505 at 6%.
2019191$1,867,612$481,924$5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,264 at 6%; with 50% employer match about $88,264 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%.
The Oakleaf Group LLC 401(K) Plan-91$1,867,612$481,924$5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,264 at 6%; with 50% employer match about $88,264 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%.
2018181$1,454,387$696,744$8,602iApproximate average salary by contribution assumption: employee only about $215,044 at 4% or $143,363 at 6%; with 50% employer match about $143,363 at 4% or $95,575 at 6%; with 100% employer match about $107,522 at 4% or $71,681 at 6%.
The Oakleaf Group LLC 401(K) Plan-81$1,454,387$696,744$8,602iApproximate average salary by contribution assumption: employee only about $215,044 at 4% or $143,363 at 6%; with 50% employer match about $143,363 at 4% or $95,575 at 6%; with 100% employer match about $107,522 at 4% or $71,681 at 6%.
2017164$1,127,481$732,888$11,451iApproximate average salary by contribution assumption: employee only about $286,284 at 4% or $190,856 at 6%; with 50% employer match about $190,856 at 4% or $127,238 at 6%; with 100% employer match about $143,142 at 4% or $95,428 at 6%.
The Oakleaf Group LLC 401(K) Plan-64$1,127,481$732,888$11,451iApproximate average salary by contribution assumption: employee only about $286,284 at 4% or $190,856 at 6%; with 50% employer match about $190,856 at 4% or $127,238 at 6%; with 100% employer match about $143,142 at 4% or $95,428 at 6%.
2016131$738,316$99,514$3,210iApproximate average salary by contribution assumption: employee only about $80,253 at 4% or $53,502 at 6%; with 50% employer match about $53,502 at 4% or $35,668 at 6%; with 100% employer match about $40,127 at 4% or $26,751 at 6%.
The Oakleaf Group LLC 401(K) Plan-31$738,316$99,514$3,210iApproximate average salary by contribution assumption: employee only about $80,253 at 4% or $53,502 at 6%; with 50% employer match about $53,502 at 4% or $35,668 at 6%; with 100% employer match about $40,127 at 4% or $26,751 at 6%.
2015125$604,343$96,029$3,841iApproximate average salary by contribution assumption: employee only about $96,029 at 4% or $64,019 at 6%; with 50% employer match about $64,019 at 4% or $42,680 at 6%; with 100% employer match about $48,015 at 4% or $32,010 at 6%.
The Oakleaf Group LLC 401(K) Plan-25$604,343$96,029$3,841iApproximate average salary by contribution assumption: employee only about $96,029 at 4% or $64,019 at 6%; with 50% employer match about $64,019 at 4% or $42,680 at 6%; with 100% employer match about $48,015 at 4% or $32,010 at 6%.
2014126$613,949$121,487$4,673iApproximate average salary by contribution assumption: employee only about $116,814 at 4% or $77,876 at 6%; with 50% employer match about $77,876 at 4% or $51,918 at 6%; with 100% employer match about $58,407 at 4% or $38,938 at 6%.
The Oakleaf Group LLC 401(K) Plan-26$613,949$121,487$4,673iApproximate average salary by contribution assumption: employee only about $116,814 at 4% or $77,876 at 6%; with 50% employer match about $77,876 at 4% or $51,918 at 6%; with 100% employer match about $58,407 at 4% or $38,938 at 6%.
2013124$559,698$206,158$8,590iApproximate average salary by contribution assumption: employee only about $214,748 at 4% or $143,165 at 6%; with 50% employer match about $143,165 at 4% or $95,444 at 6%; with 100% employer match about $107,374 at 4% or $71,583 at 6%.
The Oakleaf Group LLC 401(K) Plan-24$559,698$206,158$8,590iApproximate average salary by contribution assumption: employee only about $214,748 at 4% or $143,165 at 6%; with 50% employer match about $143,165 at 4% or $95,444 at 6%; with 100% employer match about $107,374 at 4% or $71,583 at 6%.