Civic Intelligence

Oaktree Financial Advisors Inc.

Plan context: Oaktree Financial Advisors Inc. 401(K) Plan

EIN 35-2098204 • Carmel, IN • 13 filings • 1 plans

12900 N. Meridian Street, Ste 130Carmel, IN 46032
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,806,863

2025 Contributions

$223,397

Historical Graphs

Total Assets Over Time

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

$2,806,863$1,403,432$0201320192025YearValue
$2,806,863Latest year 2025

Participants Over Time

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

740201320192025YearValue
7Latest year 2025

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
202517$2,806,863$223,397$31,914iApproximate average salary by contribution assumption: employee only about $797,846 at 4% or $531,898 at 6%; with 50% employer match about $531,898 at 4% or $354,598 at 6%; with 100% employer match about $398,923 at 4% or $265,949 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-7$2,806,863$223,397$31,914iApproximate average salary by contribution assumption: employee only about $797,846 at 4% or $531,898 at 6%; with 50% employer match about $531,898 at 4% or $354,598 at 6%; with 100% employer match about $398,923 at 4% or $265,949 at 6%.
202414$2,292,572$208,597$52,149iApproximate average salary by contribution assumption: employee only about $1,303,731 at 4% or $869,154 at 6%; with 50% employer match about $869,154 at 4% or $579,436 at 6%; with 100% employer match about $651,866 at 4% or $434,577 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$2,292,572$208,597$52,149iApproximate average salary by contribution assumption: employee only about $1,303,731 at 4% or $869,154 at 6%; with 50% employer match about $869,154 at 4% or $579,436 at 6%; with 100% employer match about $651,866 at 4% or $434,577 at 6%.
202314$1,847,742$187,021$46,755iApproximate average salary by contribution assumption: employee only about $1,168,881 at 4% or $779,254 at 6%; with 50% employer match about $779,254 at 4% or $519,503 at 6%; with 100% employer match about $584,441 at 4% or $389,627 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$1,847,742$187,021$46,755iApproximate average salary by contribution assumption: employee only about $1,168,881 at 4% or $779,254 at 6%; with 50% employer match about $779,254 at 4% or $519,503 at 6%; with 100% employer match about $584,441 at 4% or $389,627 at 6%.
202214$1,410,547$92,452$23,113iApproximate average salary by contribution assumption: employee only about $577,825 at 4% or $385,217 at 6%; with 50% employer match about $385,217 at 4% or $256,811 at 6%; with 100% employer match about $288,913 at 4% or $192,608 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$1,410,547$92,452$23,113iApproximate average salary by contribution assumption: employee only about $577,825 at 4% or $385,217 at 6%; with 50% employer match about $385,217 at 4% or $256,811 at 6%; with 100% employer match about $288,913 at 4% or $192,608 at 6%.
202114$1,645,125$146,204$36,551iApproximate average salary by contribution assumption: employee only about $913,775 at 4% or $609,183 at 6%; with 50% employer match about $609,183 at 4% or $406,122 at 6%; with 100% employer match about $456,888 at 4% or $304,592 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$1,645,125$146,204$36,551iApproximate average salary by contribution assumption: employee only about $913,775 at 4% or $609,183 at 6%; with 50% employer match about $609,183 at 4% or $406,122 at 6%; with 100% employer match about $456,888 at 4% or $304,592 at 6%.
202014$1,228,348$154,707$38,677iApproximate average salary by contribution assumption: employee only about $966,919 at 4% or $644,613 at 6%; with 50% employer match about $644,613 at 4% or $429,742 at 6%; with 100% employer match about $483,459 at 4% or $322,306 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$1,228,348$154,707$38,677iApproximate average salary by contribution assumption: employee only about $966,919 at 4% or $644,613 at 6%; with 50% employer match about $644,613 at 4% or $429,742 at 6%; with 100% employer match about $483,459 at 4% or $322,306 at 6%.
201914$895,507$172,159$43,040iApproximate average salary by contribution assumption: employee only about $1,075,994 at 4% or $717,329 at 6%; with 50% employer match about $717,329 at 4% or $478,219 at 6%; with 100% employer match about $537,997 at 4% or $358,665 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$895,507$172,159$43,040iApproximate average salary by contribution assumption: employee only about $1,075,994 at 4% or $717,329 at 6%; with 50% employer match about $717,329 at 4% or $478,219 at 6%; with 100% employer match about $537,997 at 4% or $358,665 at 6%.
201814$547,064$101,724$25,431iApproximate average salary by contribution assumption: employee only about $635,775 at 4% or $423,850 at 6%; with 50% employer match about $423,850 at 4% or $282,567 at 6%; with 100% employer match about $317,888 at 4% or $211,925 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$547,064$101,724$25,431iApproximate average salary by contribution assumption: employee only about $635,775 at 4% or $423,850 at 6%; with 50% employer match about $423,850 at 4% or $282,567 at 6%; with 100% employer match about $317,888 at 4% or $211,925 at 6%.
201714$503,461$86,585$21,646iApproximate average salary by contribution assumption: employee only about $541,156 at 4% or $360,771 at 6%; with 50% employer match about $360,771 at 4% or $240,514 at 6%; with 100% employer match about $270,578 at 4% or $180,385 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$503,461$86,585$21,646iApproximate average salary by contribution assumption: employee only about $541,156 at 4% or $360,771 at 6%; with 50% employer match about $360,771 at 4% or $240,514 at 6%; with 100% employer match about $270,578 at 4% or $180,385 at 6%.
201614$345,229$91,194$22,799iApproximate average salary by contribution assumption: employee only about $569,963 at 4% or $379,975 at 6%; with 50% employer match about $379,975 at 4% or $253,317 at 6%; with 100% employer match about $284,981 at 4% or $189,988 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-4$345,229$91,194$22,799iApproximate average salary by contribution assumption: employee only about $569,963 at 4% or $379,975 at 6%; with 50% employer match about $379,975 at 4% or $253,317 at 6%; with 100% employer match about $284,981 at 4% or $189,988 at 6%.
201513$221,871$48,338$16,113iApproximate average salary by contribution assumption: employee only about $402,817 at 4% or $268,544 at 6%; with 50% employer match about $268,544 at 4% or $179,030 at 6%; with 100% employer match about $201,408 at 4% or $134,272 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-3$221,871$48,338$16,113iApproximate average salary by contribution assumption: employee only about $402,817 at 4% or $268,544 at 6%; with 50% employer match about $268,544 at 4% or $179,030 at 6%; with 100% employer match about $201,408 at 4% or $134,272 at 6%.
201413$181,152$55,370$18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-3$181,152$55,370$18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%.
201313$115,107$99,228$33,076iApproximate average salary by contribution assumption: employee only about $826,900 at 4% or $551,267 at 6%; with 50% employer match about $551,267 at 4% or $367,511 at 6%; with 100% employer match about $413,450 at 4% or $275,633 at 6%.
Oaktree Financial Advisors Inc. 401(K) Plan-3$115,107$99,228$33,076iApproximate average salary by contribution assumption: employee only about $826,900 at 4% or $551,267 at 6%; with 50% employer match about $551,267 at 4% or $367,511 at 6%; with 100% employer match about $413,450 at 4% or $275,633 at 6%.