Civic Intelligence

Newoak Capital LLC

Plan context: Newoak Capital Retirement Savings Plan

EIN 27-0632677 • New York, NY • 12 filings • 1 plans

575 Fifth Avenue15th FloorNew York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,078,935

2024 Contributions

$5,799

Historical Graphs

Total Assets Over Time

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

$3,253,174$1,626,587$0201320192024YearValue
$1,078,935Latest year 2024

Participants Over Time

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

109550201320192024YearValue
19Latest 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
2024119$1,078,935$5,799$305iApproximate average salary by contribution assumption: employee only about $7,630 at 4% or $5,087 at 6%; with 50% employer match about $5,087 at 4% or $3,391 at 6%; with 100% employer match about $3,815 at 4% or $2,543 at 6%.
Newoak Capital Retirement Savings Plan-19$1,078,935$5,799$305iApproximate average salary by contribution assumption: employee only about $7,630 at 4% or $5,087 at 6%; with 50% employer match about $5,087 at 4% or $3,391 at 6%; with 100% employer match about $3,815 at 4% or $2,543 at 6%.
2023121$1,060,467$43,539$2,073iApproximate average salary by contribution assumption: employee only about $51,832 at 4% or $34,555 at 6%; with 50% employer match about $34,555 at 4% or $23,037 at 6%; with 100% employer match about $25,916 at 4% or $17,277 at 6%.
Newoak Capital Retirement Savings Plan-21$1,060,467$43,539$2,073iApproximate average salary by contribution assumption: employee only about $51,832 at 4% or $34,555 at 6%; with 50% employer match about $34,555 at 4% or $23,037 at 6%; with 100% employer match about $25,916 at 4% or $17,277 at 6%.
2022124$1,054,028$39,435$1,643iApproximate average salary by contribution assumption: employee only about $41,078 at 4% or $27,385 at 6%; with 50% employer match about $27,385 at 4% or $18,257 at 6%; with 100% employer match about $20,539 at 4% or $13,693 at 6%.
Newoak Capital Retirement Savings Plan-24$1,054,028$39,435$1,643iApproximate average salary by contribution assumption: employee only about $41,078 at 4% or $27,385 at 6%; with 50% employer match about $27,385 at 4% or $18,257 at 6%; with 100% employer match about $20,539 at 4% or $13,693 at 6%.
2021126$1,420,432$35,989$1,384iApproximate average salary by contribution assumption: employee only about $34,605 at 4% or $23,070 at 6%; with 50% employer match about $23,070 at 4% or $15,380 at 6%; with 100% employer match about $17,302 at 4% or $11,535 at 6%.
Newoak Capital Retirement Savings Plan-26$1,420,432$35,989$1,384iApproximate average salary by contribution assumption: employee only about $34,605 at 4% or $23,070 at 6%; with 50% employer match about $23,070 at 4% or $15,380 at 6%; with 100% employer match about $17,302 at 4% or $11,535 at 6%.
2020130$1,365,517$34,950$1,165iApproximate average salary by contribution assumption: employee only about $29,125 at 4% or $19,417 at 6%; with 50% employer match about $19,417 at 4% or $12,944 at 6%; with 100% employer match about $14,563 at 4% or $9,708 at 6%.
Newoak Capital Retirement Savings Plan-30$1,365,517$34,950$1,165iApproximate average salary by contribution assumption: employee only about $29,125 at 4% or $19,417 at 6%; with 50% employer match about $19,417 at 4% or $12,944 at 6%; with 100% employer match about $14,563 at 4% or $9,708 at 6%.
2019132$1,355,783$44,580$1,393iApproximate average salary by contribution assumption: employee only about $34,828 at 4% or $23,219 at 6%; with 50% employer match about $23,219 at 4% or $15,479 at 6%; with 100% employer match about $17,414 at 4% or $11,609 at 6%.
Newoak Capital Retirement Savings Plan-32$1,355,783$44,580$1,393iApproximate average salary by contribution assumption: employee only about $34,828 at 4% or $23,219 at 6%; with 50% employer match about $23,219 at 4% or $15,479 at 6%; with 100% employer match about $17,414 at 4% or $11,609 at 6%.
2018164$2,402,397$180,094$2,814iApproximate average salary by contribution assumption: employee only about $70,349 at 4% or $46,899 at 6%; with 50% employer match about $46,899 at 4% or $31,266 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%.
Newoak Capital Retirement Savings Plan-64$2,402,397$180,094$2,814iApproximate average salary by contribution assumption: employee only about $70,349 at 4% or $46,899 at 6%; with 50% employer match about $46,899 at 4% or $31,266 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%.
2017177$3,253,174$563,397$7,317iApproximate average salary by contribution assumption: employee only about $182,921 at 4% or $121,947 at 6%; with 50% employer match about $121,947 at 4% or $81,298 at 6%; with 100% employer match about $91,461 at 4% or $60,974 at 6%.
Newoak Capital Retirement Savings Plan-77$3,253,174$563,397$7,317iApproximate average salary by contribution assumption: employee only about $182,921 at 4% or $121,947 at 6%; with 50% employer match about $121,947 at 4% or $81,298 at 6%; with 100% employer match about $91,461 at 4% or $60,974 at 6%.
20161109$2,785,435$1,133,432$10,398iApproximate average salary by contribution assumption: employee only about $259,961 at 4% or $173,308 at 6%; with 50% employer match about $173,308 at 4% or $115,538 at 6%; with 100% employer match about $129,981 at 4% or $86,654 at 6%.
Newoak Capital Retirement Savings Plan-109$2,785,435$1,133,432$10,398iApproximate average salary by contribution assumption: employee only about $259,961 at 4% or $173,308 at 6%; with 50% employer match about $173,308 at 4% or $115,538 at 6%; with 100% employer match about $129,981 at 4% or $86,654 at 6%.
2015198$1,595,419$1,034,384$10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,916 at 6%; with 50% employer match about $175,916 at 4% or $117,277 at 6%; with 100% employer match about $131,937 at 4% or $87,958 at 6%.
Newoak Capital Retirement Savings Plan-98$1,595,419$1,034,384$10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,916 at 6%; with 50% employer match about $175,916 at 4% or $117,277 at 6%; with 100% employer match about $131,937 at 4% or $87,958 at 6%.
2014166$1,068,813$425,605$6,449iApproximate average salary by contribution assumption: employee only about $161,214 at 4% or $107,476 at 6%; with 50% employer match about $107,476 at 4% or $71,651 at 6%; with 100% employer match about $80,607 at 4% or $53,738 at 6%.
Newoak Capital Retirement Savings Plan-66$1,068,813$425,605$6,449iApproximate average salary by contribution assumption: employee only about $161,214 at 4% or $107,476 at 6%; with 50% employer match about $107,476 at 4% or $71,651 at 6%; with 100% employer match about $80,607 at 4% or $53,738 at 6%.
2013160$659,174$617,946$10,299iApproximate average salary by contribution assumption: employee only about $257,478 at 4% or $171,652 at 6%; with 50% employer match about $171,652 at 4% or $114,434 at 6%; with 100% employer match about $128,739 at 4% or $85,826 at 6%.
Newoak Capital Retirement Savings Plan-60$659,174$617,946$10,299iApproximate average salary by contribution assumption: employee only about $257,478 at 4% or $171,652 at 6%; with 50% employer match about $171,652 at 4% or $114,434 at 6%; with 100% employer match about $128,739 at 4% or $85,826 at 6%.