ROSS B. SNYER & ASSOCIATES
Plan context: ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
EIN 46-3375626 • Irvine, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,301,045
2025 Contributions
$175,694
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $2,301,045 | $175,694 | $25,099iApproximate average salary by contribution assumption: employee only about $627,479 at 4% or $418,319 at 6%; with 50% employer match about $418,319 at 4% or $278,879 at 6%; with 100% employer match about $313,739 at 4% or $209,160 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $2,301,045 | $175,694 | $25,099iApproximate average salary by contribution assumption: employee only about $627,479 at 4% or $418,319 at 6%; with 50% employer match about $418,319 at 4% or $278,879 at 6%; with 100% employer match about $313,739 at 4% or $209,160 at 6%. |
| 2024 | 1 | 6 | $1,767,208 | $121,784 | $20,297iApproximate average salary by contribution assumption: employee only about $507,433 at 4% or $338,289 at 6%; with 50% employer match about $338,289 at 4% or $225,526 at 6%; with 100% employer match about $253,717 at 4% or $169,144 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $1,767,208 | $121,784 | $20,297iApproximate average salary by contribution assumption: employee only about $507,433 at 4% or $338,289 at 6%; with 50% employer match about $338,289 at 4% or $225,526 at 6%; with 100% employer match about $253,717 at 4% or $169,144 at 6%. |
| 2023 | 1 | 8 | $1,315,046 | $111,632 | $13,954iApproximate average salary by contribution assumption: employee only about $348,850 at 4% or $232,567 at 6%; with 50% employer match about $232,567 at 4% or $155,044 at 6%; with 100% employer match about $174,425 at 4% or $116,283 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $1,315,046 | $111,632 | $13,954iApproximate average salary by contribution assumption: employee only about $348,850 at 4% or $232,567 at 6%; with 50% employer match about $232,567 at 4% or $155,044 at 6%; with 100% employer match about $174,425 at 4% or $116,283 at 6%. |
| 2022 | 1 | 7 | $899,918 | $69,238 | $9,891iApproximate average salary by contribution assumption: employee only about $247,279 at 4% or $164,852 at 6%; with 50% employer match about $164,852 at 4% or $109,902 at 6%; with 100% employer match about $123,639 at 4% or $82,426 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $899,918 | $69,238 | $9,891iApproximate average salary by contribution assumption: employee only about $247,279 at 4% or $164,852 at 6%; with 50% employer match about $164,852 at 4% or $109,902 at 6%; with 100% employer match about $123,639 at 4% or $82,426 at 6%. |
| 2021 | 1 | 5 | $1,178,284 | $35,703 | $7,141iApproximate average salary by contribution assumption: employee only about $178,515 at 4% or $119,010 at 6%; with 50% employer match about $119,010 at 4% or $79,340 at 6%; with 100% employer match about $89,258 at 4% or $59,505 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $1,178,284 | $35,703 | $7,141iApproximate average salary by contribution assumption: employee only about $178,515 at 4% or $119,010 at 6%; with 50% employer match about $119,010 at 4% or $79,340 at 6%; with 100% employer match about $89,258 at 4% or $59,505 at 6%. |
| 2020 | 1 | 5 | $956,015 | $42,874 | $8,575iApproximate average salary by contribution assumption: employee only about $214,370 at 4% or $142,913 at 6%; with 50% employer match about $142,913 at 4% or $95,276 at 6%; with 100% employer match about $107,185 at 4% or $71,457 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401K PLAN | - | 5 | $956,015 | $42,874 | $8,575iApproximate average salary by contribution assumption: employee only about $214,370 at 4% or $142,913 at 6%; with 50% employer match about $142,913 at 4% or $95,276 at 6%; with 100% employer match about $107,185 at 4% or $71,457 at 6%. |
| 2019 | 1 | 4 | $656,875 | $43,531 | $10,883iApproximate average salary by contribution assumption: employee only about $272,069 at 4% or $181,379 at 6%; with 50% employer match about $181,379 at 4% or $120,919 at 6%; with 100% employer match about $136,034 at 4% or $90,690 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401K PLAN | - | 4 | $656,875 | $43,531 | $10,883iApproximate average salary by contribution assumption: employee only about $272,069 at 4% or $181,379 at 6%; with 50% employer match about $181,379 at 4% or $120,919 at 6%; with 100% employer match about $136,034 at 4% or $90,690 at 6%. |
| 2018 | 1 | 4 | $475,931 | $45,305 | $11,326iApproximate average salary by contribution assumption: employee only about $283,156 at 4% or $188,771 at 6%; with 50% employer match about $188,771 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| ONE OAK WEALTH MANAGEMENT 401K PLAN | - | 4 | $475,931 | $45,305 | $11,326iApproximate average salary by contribution assumption: employee only about $283,156 at 4% or $188,771 at 6%; with 50% employer match about $188,771 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| 2017 | 1 | 3 | $446,863 | $43,517 | $14,506iApproximate average salary by contribution assumption: employee only about $362,642 at 4% or $241,761 at 6%; with 50% employer match about $241,761 at 4% or $161,174 at 6%; with 100% employer match about $181,321 at 4% or $120,881 at 6%. |
| ROSS B. SNYER & ASSOCIATES | - | 3 | $446,863 | $43,517 | $14,506iApproximate average salary by contribution assumption: employee only about $362,642 at 4% or $241,761 at 6%; with 50% employer match about $241,761 at 4% or $161,174 at 6%; with 100% employer match about $181,321 at 4% or $120,881 at 6%. |
| 2016 | 1 | 3 | $315,631 | $45,356 | $15,119iApproximate average salary by contribution assumption: employee only about $377,967 at 4% or $251,978 at 6%; with 50% employer match about $251,978 at 4% or $167,985 at 6%; with 100% employer match about $188,983 at 4% or $125,989 at 6%. |
| ROSS B. SNYER & ASSOCIATES | - | 3 | $315,631 | $45,356 | $15,119iApproximate average salary by contribution assumption: employee only about $377,967 at 4% or $251,978 at 6%; with 50% employer match about $251,978 at 4% or $167,985 at 6%; with 100% employer match about $188,983 at 4% or $125,989 at 6%. |
| 2015 | 1 | 2 | $245,917 | $249,317 | $124,659iApproximate average salary by contribution assumption: employee only about $3,116,463 at 4% or $2,077,642 at 6%; with 50% employer match about $2,077,642 at 4% or $1,385,094 at 6%; with 100% employer match about $1,558,231 at 4% or $1,038,821 at 6%. |
| ROSS B. SNYER & ASSOCIATES | - | 2 | $245,917 | $249,317 | $124,659iApproximate average salary by contribution assumption: employee only about $3,116,463 at 4% or $2,077,642 at 6%; with 50% employer match about $2,077,642 at 4% or $1,385,094 at 6%; with 100% employer match about $1,558,231 at 4% or $1,038,821 at 6%. |