MID Oaks Investments LLC
Plan context: MID Oaks Investments LLC 401(K) Plan
EIN 36-3995640 • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$8,643,454
2024 Contributions
$285,176
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $8,643,454 | $285,176 | $28,518iApproximate average salary by contribution assumption: employee only about $712,940 at 4% or $475,293 at 6%; with 50% employer match about $475,293 at 4% or $316,862 at 6%; with 100% employer match about $356,470 at 4% or $237,647 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 10 | $8,643,454 | $285,176 | $28,518iApproximate average salary by contribution assumption: employee only about $712,940 at 4% or $475,293 at 6%; with 50% employer match about $475,293 at 4% or $316,862 at 6%; with 100% employer match about $356,470 at 4% or $237,647 at 6%. |
| 2023 | 1 | 9 | $7,246,687 | $294,489 | $32,721iApproximate average salary by contribution assumption: employee only about $818,025 at 4% or $545,350 at 6%; with 50% employer match about $545,350 at 4% or $363,567 at 6%; with 100% employer match about $409,013 at 4% or $272,675 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $7,246,687 | $294,489 | $32,721iApproximate average salary by contribution assumption: employee only about $818,025 at 4% or $545,350 at 6%; with 50% employer match about $545,350 at 4% or $363,567 at 6%; with 100% employer match about $409,013 at 4% or $272,675 at 6%. |
| 2022 | 1 | 9 | $5,876,725 | $237,408 | $26,379iApproximate average salary by contribution assumption: employee only about $659,467 at 4% or $439,644 at 6%; with 50% employer match about $439,644 at 4% or $293,096 at 6%; with 100% employer match about $329,733 at 4% or $219,822 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $5,876,725 | $237,408 | $26,379iApproximate average salary by contribution assumption: employee only about $659,467 at 4% or $439,644 at 6%; with 50% employer match about $439,644 at 4% or $293,096 at 6%; with 100% employer match about $329,733 at 4% or $219,822 at 6%. |
| 2021 | 1 | 9 | $7,093,248 | $237,249 | $26,361iApproximate average salary by contribution assumption: employee only about $659,025 at 4% or $439,350 at 6%; with 50% employer match about $439,350 at 4% or $292,900 at 6%; with 100% employer match about $329,513 at 4% or $219,675 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $7,093,248 | $237,249 | $26,361iApproximate average salary by contribution assumption: employee only about $659,025 at 4% or $439,350 at 6%; with 50% employer match about $439,350 at 4% or $292,900 at 6%; with 100% employer match about $329,513 at 4% or $219,675 at 6%. |
| 2020 | 1 | 9 | $6,169,618 | $269,009 | $29,890iApproximate average salary by contribution assumption: employee only about $747,247 at 4% or $498,165 at 6%; with 50% employer match about $498,165 at 4% or $332,110 at 6%; with 100% employer match about $373,624 at 4% or $249,082 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $6,169,618 | $269,009 | $29,890iApproximate average salary by contribution assumption: employee only about $747,247 at 4% or $498,165 at 6%; with 50% employer match about $498,165 at 4% or $332,110 at 6%; with 100% employer match about $373,624 at 4% or $249,082 at 6%. |
| 2019 | 1 | 10 | $6,069,685 | $279,660 | $27,966iApproximate average salary by contribution assumption: employee only about $699,150 at 4% or $466,100 at 6%; with 50% employer match about $466,100 at 4% or $310,733 at 6%; with 100% employer match about $349,575 at 4% or $233,050 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 10 | $6,069,685 | $279,660 | $27,966iApproximate average salary by contribution assumption: employee only about $699,150 at 4% or $466,100 at 6%; with 50% employer match about $466,100 at 4% or $310,733 at 6%; with 100% employer match about $349,575 at 4% or $233,050 at 6%. |
| 2018 | 1 | 9 | $4,844,648 | $238,187 | $26,465iApproximate average salary by contribution assumption: employee only about $661,631 at 4% or $441,087 at 6%; with 50% employer match about $441,087 at 4% or $294,058 at 6%; with 100% employer match about $330,815 at 4% or $220,544 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $4,844,648 | $238,187 | $26,465iApproximate average salary by contribution assumption: employee only about $661,631 at 4% or $441,087 at 6%; with 50% employer match about $441,087 at 4% or $294,058 at 6%; with 100% employer match about $330,815 at 4% or $220,544 at 6%. |
| 2017 | 1 | 9 | $4,896,477 | $228,933 | $25,437iApproximate average salary by contribution assumption: employee only about $635,925 at 4% or $423,950 at 6%; with 50% employer match about $423,950 at 4% or $282,633 at 6%; with 100% employer match about $317,963 at 4% or $211,975 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $4,896,477 | $228,933 | $25,437iApproximate average salary by contribution assumption: employee only about $635,925 at 4% or $423,950 at 6%; with 50% employer match about $423,950 at 4% or $282,633 at 6%; with 100% employer match about $317,963 at 4% or $211,975 at 6%. |
| 2016 | 1 | 9 | $3,993,303 | $230,177 | $25,575iApproximate average salary by contribution assumption: employee only about $639,381 at 4% or $426,254 at 6%; with 50% employer match about $426,254 at 4% or $284,169 at 6%; with 100% employer match about $319,690 at 4% or $213,127 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 9 | $3,993,303 | $230,177 | $25,575iApproximate average salary by contribution assumption: employee only about $639,381 at 4% or $426,254 at 6%; with 50% employer match about $426,254 at 4% or $284,169 at 6%; with 100% employer match about $319,690 at 4% or $213,127 at 6%. |
| 2015 | 1 | 10 | $3,619,211 | $208,037 | $20,804iApproximate average salary by contribution assumption: employee only about $520,093 at 4% or $346,728 at 6%; with 50% employer match about $346,728 at 4% or $231,152 at 6%; with 100% employer match about $260,046 at 4% or $173,364 at 6%. |
| MID Oaks Investments LLC 401(K) Plan | - | 10 | $3,619,211 | $208,037 | $20,804iApproximate average salary by contribution assumption: employee only about $520,093 at 4% or $346,728 at 6%; with 50% employer match about $346,728 at 4% or $231,152 at 6%; with 100% employer match about $260,046 at 4% or $173,364 at 6%. |