Civic Intelligence

Oakbrook Investments LLC

Plan context: Oakbrook Investments 401(K) Plan

EIN 36-4211742 • Lisle, IL • 18 filings • 4 plans

1713 LaceyLisle, IL 60532
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$6,054,733

2020 Contributions

$188,424

Historical Graphs

Total Assets Over Time

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

$6,054,733$3,027,367$0200320112019YearValue
$6,054,733Latest year 2019

Participants Over Time

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

1370200320112019YearValue
13Latest year 2019

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
202010$0$188,424-
Oakbrook Investments 401(K) Plan-0$0$188,424-
2019113$6,054,733$327,204$25,170iApproximate average salary by contribution assumption: employee only about $629,238 at 4% or $419,492 at 6%; with 50% employer match about $419,492 at 4% or $279,662 at 6%; with 100% employer match about $314,619 at 4% or $209,746 at 6%.
Oakbrook Investments 401(K) Plan-13$6,054,733$327,204$25,170iApproximate average salary by contribution assumption: employee only about $629,238 at 4% or $419,492 at 6%; with 50% employer match about $419,492 at 4% or $279,662 at 6%; with 100% employer match about $314,619 at 4% or $209,746 at 6%.
2018112$4,586,718$297,709$24,809iApproximate average salary by contribution assumption: employee only about $620,227 at 4% or $413,485 at 6%; with 50% employer match about $413,485 at 4% or $275,656 at 6%; with 100% employer match about $310,114 at 4% or $206,742 at 6%.
Oakbrook Investments 401(K) Plan-12$4,586,718$297,709$24,809iApproximate average salary by contribution assumption: employee only about $620,227 at 4% or $413,485 at 6%; with 50% employer match about $413,485 at 4% or $275,656 at 6%; with 100% employer match about $310,114 at 4% or $206,742 at 6%.
2017113$4,604,162$267,741$20,595iApproximate average salary by contribution assumption: employee only about $514,887 at 4% or $343,258 at 6%; with 50% employer match about $343,258 at 4% or $228,838 at 6%; with 100% employer match about $257,443 at 4% or $171,629 at 6%.
Oakbrook Investments 401(K) Plan-13$4,604,162$267,741$20,595iApproximate average salary by contribution assumption: employee only about $514,887 at 4% or $343,258 at 6%; with 50% employer match about $343,258 at 4% or $228,838 at 6%; with 100% employer match about $257,443 at 4% or $171,629 at 6%.
2016112$3,586,618$269,283$22,440iApproximate average salary by contribution assumption: employee only about $561,006 at 4% or $374,004 at 6%; with 50% employer match about $374,004 at 4% or $249,336 at 6%; with 100% employer match about $280,503 at 4% or $187,002 at 6%.
Oakbrook Investments 401(K) Plan-12$3,586,618$269,283$22,440iApproximate average salary by contribution assumption: employee only about $561,006 at 4% or $374,004 at 6%; with 50% employer match about $374,004 at 4% or $249,336 at 6%; with 100% employer match about $280,503 at 4% or $187,002 at 6%.
2015112$2,977,127$410,005$34,167iApproximate average salary by contribution assumption: employee only about $854,177 at 4% or $569,451 at 6%; with 50% employer match about $569,451 at 4% or $379,634 at 6%; with 100% employer match about $427,089 at 4% or $284,726 at 6%.
Oakbrook Investments 401(K) Plan-12$2,977,127$410,005$34,167iApproximate average salary by contribution assumption: employee only about $854,177 at 4% or $569,451 at 6%; with 50% employer match about $569,451 at 4% or $379,634 at 6%; with 100% employer match about $427,089 at 4% or $284,726 at 6%.
2014111$2,631,906$267,226$24,293iApproximate average salary by contribution assumption: employee only about $607,332 at 4% or $404,888 at 6%; with 50% employer match about $404,888 at 4% or $269,925 at 6%; with 100% employer match about $303,666 at 4% or $202,444 at 6%.
Oakbrook Investments 401(K) Plan-11$2,631,906$267,226$24,293iApproximate average salary by contribution assumption: employee only about $607,332 at 4% or $404,888 at 6%; with 50% employer match about $404,888 at 4% or $269,925 at 6%; with 100% employer match about $303,666 at 4% or $202,444 at 6%.
2013111$2,147,531$190,238$17,294iApproximate average salary by contribution assumption: employee only about $432,359 at 4% or $288,239 at 6%; with 50% employer match about $288,239 at 4% or $192,160 at 6%; with 100% employer match about $216,180 at 4% or $144,120 at 6%.
Oakbrook Investments 401(K) Plan-11$2,147,531$190,238$17,294iApproximate average salary by contribution assumption: employee only about $432,359 at 4% or $288,239 at 6%; with 50% employer match about $288,239 at 4% or $192,160 at 6%; with 100% employer match about $216,180 at 4% or $144,120 at 6%.
2012111$1,476,133$171,688$15,608iApproximate average salary by contribution assumption: employee only about $390,200 at 4% or $260,133 at 6%; with 50% employer match about $260,133 at 4% or $173,422 at 6%; with 100% employer match about $195,100 at 4% or $130,067 at 6%.
Oakbrook Investments 401(K) Plan-11$1,476,133$171,688$15,608iApproximate average salary by contribution assumption: employee only about $390,200 at 4% or $260,133 at 6%; with 50% employer match about $260,133 at 4% or $173,422 at 6%; with 100% employer match about $195,100 at 4% or $130,067 at 6%.
2011113$1,114,388$205,270$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
Oakbrook Investments 401(K) Plan-13$1,114,388$205,270$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
2010111$1,086,424$237,973$21,634iApproximate average salary by contribution assumption: employee only about $540,848 at 4% or $360,565 at 6%; with 50% employer match about $360,565 at 4% or $240,377 at 6%; with 100% employer match about $270,424 at 4% or $180,283 at 6%.
Oakbrook Investments 401(K) Plan-11$1,086,424$237,973$21,634iApproximate average salary by contribution assumption: employee only about $540,848 at 4% or $360,565 at 6%; with 50% employer match about $360,565 at 4% or $240,377 at 6%; with 100% employer match about $270,424 at 4% or $180,283 at 6%.
2009110$739,086$162,805$16,281iApproximate average salary by contribution assumption: employee only about $407,013 at 4% or $271,342 at 6%; with 50% employer match about $271,342 at 4% or $180,894 at 6%; with 100% employer match about $203,506 at 4% or $135,671 at 6%.
Oakbrook Investments 401(K) Plan-10$739,086$162,805$16,281iApproximate average salary by contribution assumption: employee only about $407,013 at 4% or $271,342 at 6%; with 50% employer match about $271,342 at 4% or $180,894 at 6%; with 100% employer match about $203,506 at 4% or $135,671 at 6%.
200819$432,611$139,173$15,464iApproximate average salary by contribution assumption: employee only about $386,592 at 4% or $257,728 at 6%; with 50% employer match about $257,728 at 4% or $171,819 at 6%; with 100% employer match about $193,296 at 4% or $128,864 at 6%.
Oakbrook Investments 401(K) Plan-9$432,611$139,173$15,464iApproximate average salary by contribution assumption: employee only about $386,592 at 4% or $257,728 at 6%; with 50% employer match about $257,728 at 4% or $171,819 at 6%; with 100% employer match about $193,296 at 4% or $128,864 at 6%.
200717$565,850$153,742$21,963iApproximate average salary by contribution assumption: employee only about $549,079 at 4% or $366,052 at 6%; with 50% employer match about $366,052 at 4% or $244,035 at 6%; with 100% employer match about $274,539 at 4% or $183,026 at 6%.
Oakbrook Investments 401(K) Plan-7$565,850$153,742$21,963iApproximate average salary by contribution assumption: employee only about $549,079 at 4% or $366,052 at 6%; with 50% employer match about $366,052 at 4% or $244,035 at 6%; with 100% employer match about $274,539 at 4% or $183,026 at 6%.
200618$749,453$191,580$23,948iApproximate average salary by contribution assumption: employee only about $598,688 at 4% or $399,125 at 6%; with 50% employer match about $399,125 at 4% or $266,083 at 6%; with 100% employer match about $299,344 at 4% or $199,563 at 6%.
Oakbrook Investments 401(K) Plan-8$749,453$191,580$23,948iApproximate average salary by contribution assumption: employee only about $598,688 at 4% or $399,125 at 6%; with 50% employer match about $399,125 at 4% or $266,083 at 6%; with 100% employer match about $299,344 at 4% or $199,563 at 6%.
200519$483,927$237,001$26,333iApproximate average salary by contribution assumption: employee only about $658,336 at 4% or $438,891 at 6%; with 50% employer match about $438,891 at 4% or $292,594 at 6%; with 100% employer match about $329,168 at 4% or $219,445 at 6%.
Oakbrook Investments 401(K) Plan-9$483,927$237,001$26,333iApproximate average salary by contribution assumption: employee only about $658,336 at 4% or $438,891 at 6%; with 50% employer match about $438,891 at 4% or $292,594 at 6%; with 100% employer match about $329,168 at 4% or $219,445 at 6%.
200417$235,733$104,309$14,901iApproximate average salary by contribution assumption: employee only about $372,532 at 4% or $248,355 at 6%; with 50% employer match about $248,355 at 4% or $165,570 at 6%; with 100% employer match about $186,266 at 4% or $124,177 at 6%.
Oakbrook Investments 401(K) Plan-7$235,733$104,309$14,901iApproximate average salary by contribution assumption: employee only about $372,532 at 4% or $248,355 at 6%; with 50% employer match about $248,355 at 4% or $165,570 at 6%; with 100% employer match about $186,266 at 4% or $124,177 at 6%.
200316$114,234$100,765$16,794iApproximate average salary by contribution assumption: employee only about $419,854 at 4% or $279,903 at 6%; with 50% employer match about $279,903 at 4% or $186,602 at 6%; with 100% employer match about $209,927 at 4% or $139,951 at 6%.
Oakbrook Investments 401(K) Plan-6$114,234$100,765$16,794iApproximate average salary by contribution assumption: employee only about $419,854 at 4% or $279,903 at 6%; with 50% employer match about $279,903 at 4% or $186,602 at 6%; with 100% employer match about $209,927 at 4% or $139,951 at 6%.