Civic Intelligence

Stately Oak LLC

Plan context: Stately Oak LLC 401K Profit Sharing Plan and Trust

EIN 45-4226687 • El Dorado Hills, CA • 8 filings • 2 plans

4370 Town Center BlvdSuite 240El Dorado Hills, CA 95762
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$376,471

2024 Contributions

$36,834

Historical Graphs

Total Assets Over Time

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

$376,471$188,236$0201320172024YearValue
$376,471Latest year 2024

Participants Over Time

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

630201320172024YearValue
4Latest 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
202414$376,471$36,834$9,209iApproximate average salary by contribution assumption: employee only about $230,213 at 4% or $153,475 at 6%; with 50% employer match about $153,475 at 4% or $102,317 at 6%; with 100% employer match about $115,106 at 4% or $76,738 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-4$376,471$36,834$9,209iApproximate average salary by contribution assumption: employee only about $230,213 at 4% or $153,475 at 6%; with 50% employer match about $153,475 at 4% or $102,317 at 6%; with 100% employer match about $115,106 at 4% or $76,738 at 6%.
202215$257,357$38,976$7,795iApproximate average salary by contribution assumption: employee only about $194,880 at 4% or $129,920 at 6%; with 50% employer match about $129,920 at 4% or $86,613 at 6%; with 100% employer match about $97,440 at 4% or $64,960 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-5$257,357$38,976$7,795iApproximate average salary by contribution assumption: employee only about $194,880 at 4% or $129,920 at 6%; with 50% employer match about $129,920 at 4% or $86,613 at 6%; with 100% employer match about $97,440 at 4% or $64,960 at 6%.
201815$98,975$53,754$10,751iApproximate average salary by contribution assumption: employee only about $268,770 at 4% or $179,180 at 6%; with 50% employer match about $179,180 at 4% or $119,453 at 6%; with 100% employer match about $134,385 at 4% or $89,590 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-5$98,975$53,754$10,751iApproximate average salary by contribution assumption: employee only about $268,770 at 4% or $179,180 at 6%; with 50% employer match about $179,180 at 4% or $119,453 at 6%; with 100% employer match about $134,385 at 4% or $89,590 at 6%.
201716$151,327$47,937$7,990iApproximate average salary by contribution assumption: employee only about $199,738 at 4% or $133,158 at 6%; with 50% employer match about $133,158 at 4% or $88,772 at 6%; with 100% employer match about $99,869 at 4% or $66,579 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-6$151,327$47,937$7,990iApproximate average salary by contribution assumption: employee only about $199,738 at 4% or $133,158 at 6%; with 50% employer match about $133,158 at 4% or $88,772 at 6%; with 100% employer match about $99,869 at 4% or $66,579 at 6%.
201614$108,862$19,160$4,790iApproximate average salary by contribution assumption: employee only about $119,750 at 4% or $79,833 at 6%; with 50% employer match about $79,833 at 4% or $53,222 at 6%; with 100% employer match about $59,875 at 4% or $39,917 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-4$108,862$19,160$4,790iApproximate average salary by contribution assumption: employee only about $119,750 at 4% or $79,833 at 6%; with 50% employer match about $79,833 at 4% or $53,222 at 6%; with 100% employer match about $59,875 at 4% or $39,917 at 6%.
201513$83,589$18,240$6,080iApproximate average salary by contribution assumption: employee only about $152,000 at 4% or $101,333 at 6%; with 50% employer match about $101,333 at 4% or $67,556 at 6%; with 100% employer match about $76,000 at 4% or $50,667 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-3$83,589$18,240$6,080iApproximate average salary by contribution assumption: employee only about $152,000 at 4% or $101,333 at 6%; with 50% employer match about $101,333 at 4% or $67,556 at 6%; with 100% employer match about $76,000 at 4% or $50,667 at 6%.
201413$66,508$24,700$8,233iApproximate average salary by contribution assumption: employee only about $205,833 at 4% or $137,222 at 6%; with 50% employer match about $137,222 at 4% or $91,481 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-3$66,508$24,700$8,233iApproximate average salary by contribution assumption: employee only about $205,833 at 4% or $137,222 at 6%; with 50% employer match about $137,222 at 4% or $91,481 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.
201313$39,212$23,421$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.
Stately Oak LLC 401K Profit Sharing Plan and Trust-3$39,212$23,421$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.