Civic Intelligence

Oakstone Law Pl

Plan context: Oakstone Law Pl 401(K) P/S Plan

EIN 46-5033156 • Naples, FL • 10 filings • 1 plans

225 Banyan Blvd Ste 230Naples, FL 34102
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$214,752

2024 Contributions

$24,951

Historical Graphs

Total Assets Over Time

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

$214,752$107,376$0201520202024YearValue
$214,752Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202413$214,752$24,951$8,317iApproximate average salary by contribution assumption: employee only about $207,925 at 4% or $138,617 at 6%; with 50% employer match about $138,617 at 4% or $92,411 at 6%; with 100% employer match about $103,963 at 4% or $69,308 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$214,752$24,951$8,317iApproximate average salary by contribution assumption: employee only about $207,925 at 4% or $138,617 at 6%; with 50% employer match about $138,617 at 4% or $92,411 at 6%; with 100% employer match about $103,963 at 4% or $69,308 at 6%.
202313$159,600$17,800$5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$159,600$17,800$5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%.
202213$120,199$33,072$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$120,199$33,072$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
202113$104,966$40,635$13,545iApproximate average salary by contribution assumption: employee only about $338,625 at 4% or $225,750 at 6%; with 50% employer match about $225,750 at 4% or $150,500 at 6%; with 100% employer match about $169,313 at 4% or $112,875 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$104,966$40,635$13,545iApproximate average salary by contribution assumption: employee only about $338,625 at 4% or $225,750 at 6%; with 50% employer match about $225,750 at 4% or $150,500 at 6%; with 100% employer match about $169,313 at 4% or $112,875 at 6%.
202013$55,988$20,902$6,967iApproximate average salary by contribution assumption: employee only about $174,183 at 4% or $116,122 at 6%; with 50% employer match about $116,122 at 4% or $77,415 at 6%; with 100% employer match about $87,092 at 4% or $58,061 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$55,988$20,902$6,967iApproximate average salary by contribution assumption: employee only about $174,183 at 4% or $116,122 at 6%; with 50% employer match about $116,122 at 4% or $77,415 at 6%; with 100% employer match about $87,092 at 4% or $58,061 at 6%.
201911$31,108$0-
Oakstone Law Pl 401(K) P/S Plan-1$31,108$0-
201812$33,334$0-
Oakstone Law Pl 401(K) P/S Plan-2$33,334$0-
201713$115,869$6,219$2,073iApproximate average salary by contribution assumption: employee only about $51,825 at 4% or $34,550 at 6%; with 50% employer match about $34,550 at 4% or $23,033 at 6%; with 100% employer match about $25,913 at 4% or $17,275 at 6%.
Oakstone Law Pl 401(K) P/S Plan-3$115,869$6,219$2,073iApproximate average salary by contribution assumption: employee only about $51,825 at 4% or $34,550 at 6%; with 50% employer match about $34,550 at 4% or $23,033 at 6%; with 100% employer match about $25,913 at 4% or $17,275 at 6%.
201611$107,771$0-
Oakstone Law Pl 401(K) P/S Plan-1$107,771$0-
201511$182,030$185,694$185,694iApproximate average salary by contribution assumption: employee only about $4,642,350 at 4% or $3,094,900 at 6%; with 50% employer match about $3,094,900 at 4% or $2,063,267 at 6%; with 100% employer match about $2,321,175 at 4% or $1,547,450 at 6%.
Oakstone Law Pl 401(K) P/S Plan-1$182,030$185,694$185,694iApproximate average salary by contribution assumption: employee only about $4,642,350 at 4% or $3,094,900 at 6%; with 50% employer match about $3,094,900 at 4% or $2,063,267 at 6%; with 100% employer match about $2,321,175 at 4% or $1,547,450 at 6%.