Civic Intelligence

4 Oaks Wealth Management LLC

Plan context: 4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust

EIN 46-1237050 • Jacksonville, FL • 10 filings • 2 plans

12574 Flagler Center BlvdSuite 101Jacksonville, FL 32258-2615
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,094,149

2021 Contributions

$30,511

Historical Graphs

Total Assets Over Time

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

$2,094,149$1,047,075$0201220162020YearValue
$2,094,149Latest year 2020

Participants Over Time

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

210201220162020YearValue
2Latest year 2020

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
202110$0$30,511-
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-0$0$30,511-
202012$2,094,149$67,069$33,535iApproximate average salary by contribution assumption: employee only about $838,363 at 4% or $558,908 at 6%; with 50% employer match about $558,908 at 4% or $372,606 at 6%; with 100% employer match about $419,181 at 4% or $279,454 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$2,094,149$67,069$33,535iApproximate average salary by contribution assumption: employee only about $838,363 at 4% or $558,908 at 6%; with 50% employer match about $558,908 at 4% or $372,606 at 6%; with 100% employer match about $419,181 at 4% or $279,454 at 6%.
201912$1,692,802$64,021$32,011iApproximate average salary by contribution assumption: employee only about $800,263 at 4% or $533,508 at 6%; with 50% employer match about $533,508 at 4% or $355,672 at 6%; with 100% employer match about $400,131 at 4% or $266,754 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$1,692,802$64,021$32,011iApproximate average salary by contribution assumption: employee only about $800,263 at 4% or $533,508 at 6%; with 50% employer match about $533,508 at 4% or $355,672 at 6%; with 100% employer match about $400,131 at 4% or $266,754 at 6%.
201812$1,301,802$339,167$169,584iApproximate average salary by contribution assumption: employee only about $4,239,588 at 4% or $2,826,392 at 6%; with 50% employer match about $2,826,392 at 4% or $1,884,261 at 6%; with 100% employer match about $2,119,794 at 4% or $1,413,196 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$1,301,802$339,167$169,584iApproximate average salary by contribution assumption: employee only about $4,239,588 at 4% or $2,826,392 at 6%; with 50% employer match about $2,826,392 at 4% or $1,884,261 at 6%; with 100% employer match about $2,119,794 at 4% or $1,413,196 at 6%.
201712$1,071,875$62,185$31,093iApproximate average salary by contribution assumption: employee only about $777,313 at 4% or $518,208 at 6%; with 50% employer match about $518,208 at 4% or $345,472 at 6%; with 100% employer match about $388,656 at 4% or $259,104 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$1,071,875$62,185$31,093iApproximate average salary by contribution assumption: employee only about $777,313 at 4% or $518,208 at 6%; with 50% employer match about $518,208 at 4% or $345,472 at 6%; with 100% employer match about $388,656 at 4% or $259,104 at 6%.
201612$840,097$61,865$30,933iApproximate average salary by contribution assumption: employee only about $773,313 at 4% or $515,542 at 6%; with 50% employer match about $515,542 at 4% or $343,694 at 6%; with 100% employer match about $386,656 at 4% or $257,771 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$840,097$61,865$30,933iApproximate average salary by contribution assumption: employee only about $773,313 at 4% or $515,542 at 6%; with 50% employer match about $515,542 at 4% or $343,694 at 6%; with 100% employer match about $386,656 at 4% or $257,771 at 6%.
201512$716,982$48,976$24,488iApproximate average salary by contribution assumption: employee only about $612,200 at 4% or $408,133 at 6%; with 50% employer match about $408,133 at 4% or $272,089 at 6%; with 100% employer match about $306,100 at 4% or $204,067 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$716,982$48,976$24,488iApproximate average salary by contribution assumption: employee only about $612,200 at 4% or $408,133 at 6%; with 50% employer match about $408,133 at 4% or $272,089 at 6%; with 100% employer match about $306,100 at 4% or $204,067 at 6%.
201412$676,748$47,620$23,810iApproximate average salary by contribution assumption: employee only about $595,250 at 4% or $396,833 at 6%; with 50% employer match about $396,833 at 4% or $264,556 at 6%; with 100% employer match about $297,625 at 4% or $198,417 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$676,748$47,620$23,810iApproximate average salary by contribution assumption: employee only about $595,250 at 4% or $396,833 at 6%; with 50% employer match about $396,833 at 4% or $264,556 at 6%; with 100% employer match about $297,625 at 4% or $198,417 at 6%.
201312$593,332$118,011$59,006iApproximate average salary by contribution assumption: employee only about $1,475,138 at 4% or $983,425 at 6%; with 50% employer match about $983,425 at 4% or $655,617 at 6%; with 100% employer match about $737,569 at 4% or $491,713 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$593,332$118,011$59,006iApproximate average salary by contribution assumption: employee only about $1,475,138 at 4% or $983,425 at 6%; with 50% employer match about $983,425 at 4% or $655,617 at 6%; with 100% employer match about $737,569 at 4% or $491,713 at 6%.
201212$373,810$371,317$185,659iApproximate average salary by contribution assumption: employee only about $4,641,463 at 4% or $3,094,308 at 6%; with 50% employer match about $3,094,308 at 4% or $2,062,872 at 6%; with 100% employer match about $2,320,731 at 4% or $1,547,154 at 6%.
4 Oaks Wealth Management LLC 401 K Profit Sharing Plan Trust-2$373,810$371,317$185,659iApproximate average salary by contribution assumption: employee only about $4,641,463 at 4% or $3,094,308 at 6%; with 50% employer match about $3,094,308 at 4% or $2,062,872 at 6%; with 100% employer match about $2,320,731 at 4% or $1,547,154 at 6%.