Vanoakes Financial Services Inc
Plan context: Vanoakes Financial Profit Sharing Plan
EIN 54-1807668 • Vienna, VA • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$11,150,758
2024 Contributions
$660,984
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $11,150,758 | $660,984 | $34,789iApproximate average salary by contribution assumption: employee only about $869,716 at 4% or $579,811 at 6%; with 50% employer match about $579,811 at 4% or $386,540 at 6%; with 100% employer match about $434,858 at 4% or $289,905 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 19 | $11,150,758 | $660,984 | $34,789iApproximate average salary by contribution assumption: employee only about $869,716 at 4% or $579,811 at 6%; with 50% employer match about $579,811 at 4% or $386,540 at 6%; with 100% employer match about $434,858 at 4% or $289,905 at 6%. |
| 2023 | 1 | 19 | $9,091,396 | $833,780 | $43,883iApproximate average salary by contribution assumption: employee only about $1,097,079 at 4% or $731,386 at 6%; with 50% employer match about $731,386 at 4% or $487,591 at 6%; with 100% employer match about $548,539 at 4% or $365,693 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 19 | $9,091,396 | $833,780 | $43,883iApproximate average salary by contribution assumption: employee only about $1,097,079 at 4% or $731,386 at 6%; with 50% employer match about $731,386 at 4% or $487,591 at 6%; with 100% employer match about $548,539 at 4% or $365,693 at 6%. |
| 2022 | 1 | 15 | $6,922,984 | $455,627 | $30,375iApproximate average salary by contribution assumption: employee only about $759,378 at 4% or $506,252 at 6%; with 50% employer match about $506,252 at 4% or $337,501 at 6%; with 100% employer match about $379,689 at 4% or $253,126 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 15 | $6,922,984 | $455,627 | $30,375iApproximate average salary by contribution assumption: employee only about $759,378 at 4% or $506,252 at 6%; with 50% employer match about $506,252 at 4% or $337,501 at 6%; with 100% employer match about $379,689 at 4% or $253,126 at 6%. |
| 2021 | 1 | 16 | $7,833,515 | $411,712 | $25,732iApproximate average salary by contribution assumption: employee only about $643,300 at 4% or $428,867 at 6%; with 50% employer match about $428,867 at 4% or $285,911 at 6%; with 100% employer match about $321,650 at 4% or $214,433 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 16 | $7,833,515 | $411,712 | $25,732iApproximate average salary by contribution assumption: employee only about $643,300 at 4% or $428,867 at 6%; with 50% employer match about $428,867 at 4% or $285,911 at 6%; with 100% employer match about $321,650 at 4% or $214,433 at 6%. |
| 2020 | 1 | 15 | $6,346,999 | $429,896 | $28,660iApproximate average salary by contribution assumption: employee only about $716,493 at 4% or $477,662 at 6%; with 50% employer match about $477,662 at 4% or $318,441 at 6%; with 100% employer match about $358,247 at 4% or $238,831 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 15 | $6,346,999 | $429,896 | $28,660iApproximate average salary by contribution assumption: employee only about $716,493 at 4% or $477,662 at 6%; with 50% employer match about $477,662 at 4% or $318,441 at 6%; with 100% employer match about $358,247 at 4% or $238,831 at 6%. |
| 2019 | 1 | 14 | $5,207,856 | $313,364 | $22,383iApproximate average salary by contribution assumption: employee only about $559,579 at 4% or $373,052 at 6%; with 50% employer match about $373,052 at 4% or $248,702 at 6%; with 100% employer match about $279,789 at 4% or $186,526 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 14 | $5,207,856 | $313,364 | $22,383iApproximate average salary by contribution assumption: employee only about $559,579 at 4% or $373,052 at 6%; with 50% employer match about $373,052 at 4% or $248,702 at 6%; with 100% employer match about $279,789 at 4% or $186,526 at 6%. |
| 2018 | 1 | 14 | $3,912,898 | $324,840 | $23,203iApproximate average salary by contribution assumption: employee only about $580,071 at 4% or $386,714 at 6%; with 50% employer match about $386,714 at 4% or $257,810 at 6%; with 100% employer match about $290,036 at 4% or $193,357 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 14 | $3,912,898 | $324,840 | $23,203iApproximate average salary by contribution assumption: employee only about $580,071 at 4% or $386,714 at 6%; with 50% employer match about $386,714 at 4% or $257,810 at 6%; with 100% employer match about $290,036 at 4% or $193,357 at 6%. |
| 2017 | 1 | 12 | $3,996,174 | $413,135 | $34,428iApproximate average salary by contribution assumption: employee only about $860,698 at 4% or $573,799 at 6%; with 50% employer match about $573,799 at 4% or $382,532 at 6%; with 100% employer match about $430,349 at 4% or $286,899 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 12 | $3,996,174 | $413,135 | $34,428iApproximate average salary by contribution assumption: employee only about $860,698 at 4% or $573,799 at 6%; with 50% employer match about $573,799 at 4% or $382,532 at 6%; with 100% employer match about $430,349 at 4% or $286,899 at 6%. |
| 2016 | 1 | 13 | $2,997,887 | $246,859 | $18,989iApproximate average salary by contribution assumption: employee only about $474,729 at 4% or $316,486 at 6%; with 50% employer match about $316,486 at 4% or $210,991 at 6%; with 100% employer match about $237,364 at 4% or $158,243 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 13 | $2,997,887 | $246,859 | $18,989iApproximate average salary by contribution assumption: employee only about $474,729 at 4% or $316,486 at 6%; with 50% employer match about $316,486 at 4% or $210,991 at 6%; with 100% employer match about $237,364 at 4% or $158,243 at 6%. |
| 2015 | 1 | 12 | $2,522,836 | $298,820 | $24,902iApproximate average salary by contribution assumption: employee only about $622,542 at 4% or $415,028 at 6%; with 50% employer match about $415,028 at 4% or $276,685 at 6%; with 100% employer match about $311,271 at 4% or $207,514 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 12 | $2,522,836 | $298,820 | $24,902iApproximate average salary by contribution assumption: employee only about $622,542 at 4% or $415,028 at 6%; with 50% employer match about $415,028 at 4% or $276,685 at 6%; with 100% employer match about $311,271 at 4% or $207,514 at 6%. |
| 2014 | 1 | 10 | $2,342,973 | $176,361 | $17,636iApproximate average salary by contribution assumption: employee only about $440,902 at 4% or $293,935 at 6%; with 50% employer match about $293,935 at 4% or $195,957 at 6%; with 100% employer match about $220,451 at 4% or $146,968 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 10 | $2,342,973 | $176,361 | $17,636iApproximate average salary by contribution assumption: employee only about $440,902 at 4% or $293,935 at 6%; with 50% employer match about $293,935 at 4% or $195,957 at 6%; with 100% employer match about $220,451 at 4% or $146,968 at 6%. |
| 2013 | 1 | 10 | $2,106,846 | $214,905 | $21,491iApproximate average salary by contribution assumption: employee only about $537,263 at 4% or $358,175 at 6%; with 50% employer match about $358,175 at 4% or $238,783 at 6%; with 100% employer match about $268,631 at 4% or $179,088 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 10 | $2,106,846 | $214,905 | $21,491iApproximate average salary by contribution assumption: employee only about $537,263 at 4% or $358,175 at 6%; with 50% employer match about $358,175 at 4% or $238,783 at 6%; with 100% employer match about $268,631 at 4% or $179,088 at 6%. |
| 2012 | 1 | 9 | $1,637,870 | $184,924 | $20,547iApproximate average salary by contribution assumption: employee only about $513,678 at 4% or $342,452 at 6%; with 50% employer match about $342,452 at 4% or $228,301 at 6%; with 100% employer match about $256,839 at 4% or $171,226 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 9 | $1,637,870 | $184,924 | $20,547iApproximate average salary by contribution assumption: employee only about $513,678 at 4% or $342,452 at 6%; with 50% employer match about $342,452 at 4% or $228,301 at 6%; with 100% employer match about $256,839 at 4% or $171,226 at 6%. |
| 2011 | 1 | 9 | $1,323,878 | $178,143 | $19,794iApproximate average salary by contribution assumption: employee only about $494,842 at 4% or $329,894 at 6%; with 50% employer match about $329,894 at 4% or $219,930 at 6%; with 100% employer match about $247,421 at 4% or $164,947 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 9 | $1,323,878 | $178,143 | $19,794iApproximate average salary by contribution assumption: employee only about $494,842 at 4% or $329,894 at 6%; with 50% employer match about $329,894 at 4% or $219,930 at 6%; with 100% employer match about $247,421 at 4% or $164,947 at 6%. |
| 2010 | 1 | 9 | $1,165,915 | $161,951 | $17,995iApproximate average salary by contribution assumption: employee only about $449,864 at 4% or $299,909 at 6%; with 50% employer match about $299,909 at 4% or $199,940 at 6%; with 100% employer match about $224,932 at 4% or $149,955 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 9 | $1,165,915 | $161,951 | $17,995iApproximate average salary by contribution assumption: employee only about $449,864 at 4% or $299,909 at 6%; with 50% employer match about $299,909 at 4% or $199,940 at 6%; with 100% employer match about $224,932 at 4% or $149,955 at 6%. |
| 2009 | 1 | 10 | $1,092,053 | $147,878 | $14,788iApproximate average salary by contribution assumption: employee only about $369,695 at 4% or $246,463 at 6%; with 50% employer match about $246,463 at 4% or $164,309 at 6%; with 100% employer match about $184,848 at 4% or $123,232 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 10 | $1,092,053 | $147,878 | $14,788iApproximate average salary by contribution assumption: employee only about $369,695 at 4% or $246,463 at 6%; with 50% employer match about $246,463 at 4% or $164,309 at 6%; with 100% employer match about $184,848 at 4% or $123,232 at 6%. |
| 2008 | 1 | 8 | $910,161 | $337,665 | $42,208iApproximate average salary by contribution assumption: employee only about $1,055,203 at 4% or $703,469 at 6%; with 50% employer match about $703,469 at 4% or $468,979 at 6%; with 100% employer match about $527,602 at 4% or $351,734 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 8 | $910,161 | $337,665 | $42,208iApproximate average salary by contribution assumption: employee only about $1,055,203 at 4% or $703,469 at 6%; with 50% employer match about $703,469 at 4% or $468,979 at 6%; with 100% employer match about $527,602 at 4% or $351,734 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Vanoakes Financial Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 5 | $877,131 | $97,925 | $19,585iApproximate average salary by contribution assumption: employee only about $489,625 at 4% or $326,417 at 6%; with 50% employer match about $326,417 at 4% or $217,611 at 6%; with 100% employer match about $244,813 at 4% or $163,208 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 5 | $877,131 | $97,925 | $19,585iApproximate average salary by contribution assumption: employee only about $489,625 at 4% or $326,417 at 6%; with 50% employer match about $326,417 at 4% or $217,611 at 6%; with 100% employer match about $244,813 at 4% or $163,208 at 6%. |
| 2005 | 1 | 5 | $677,678 | $125,429 | $25,086iApproximate average salary by contribution assumption: employee only about $627,145 at 4% or $418,097 at 6%; with 50% employer match about $418,097 at 4% or $278,731 at 6%; with 100% employer match about $313,573 at 4% or $209,048 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 5 | $677,678 | $125,429 | $25,086iApproximate average salary by contribution assumption: employee only about $627,145 at 4% or $418,097 at 6%; with 50% employer match about $418,097 at 4% or $278,731 at 6%; with 100% employer match about $313,573 at 4% or $209,048 at 6%. |
| 2004 | 1 | 5 | $502,413 | $91,913 | $18,383iApproximate average salary by contribution assumption: employee only about $459,565 at 4% or $306,377 at 6%; with 50% employer match about $306,377 at 4% or $204,251 at 6%; with 100% employer match about $229,782 at 4% or $153,188 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 5 | $502,413 | $91,913 | $18,383iApproximate average salary by contribution assumption: employee only about $459,565 at 4% or $306,377 at 6%; with 50% employer match about $306,377 at 4% or $204,251 at 6%; with 100% employer match about $229,782 at 4% or $153,188 at 6%. |
| 2003 | 1 | 4 | $364,601 | $67,743 | $16,936iApproximate average salary by contribution assumption: employee only about $423,394 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,131 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 4 | $364,601 | $67,743 | $16,936iApproximate average salary by contribution assumption: employee only about $423,394 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,131 at 6%. |
| 2002 | 1 | 3 | $260,569 | $64,261 | $21,420iApproximate average salary by contribution assumption: employee only about $535,508 at 4% or $357,006 at 6%; with 50% employer match about $357,006 at 4% or $238,004 at 6%; with 100% employer match about $267,754 at 4% or $178,503 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 3 | $260,569 | $64,261 | $21,420iApproximate average salary by contribution assumption: employee only about $535,508 at 4% or $357,006 at 6%; with 50% employer match about $357,006 at 4% or $238,004 at 6%; with 100% employer match about $267,754 at 4% or $178,503 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Vanoakes Financial Profit Sharing Plan | - | 3 | - | - | - |
| Vanoakes Financial Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $206,399 | $40,261 | $13,420iApproximate average salary by contribution assumption: employee only about $335,508 at 4% or $223,672 at 6%; with 50% employer match about $223,672 at 4% or $149,115 at 6%; with 100% employer match about $167,754 at 4% or $111,836 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 3 | $158,779 | $23,217 | $7,739iApproximate average salary by contribution assumption: employee only about $193,475 at 4% or $128,983 at 6%; with 50% employer match about $128,983 at 4% or $85,989 at 6%; with 100% employer match about $96,738 at 4% or $64,492 at 6%. |
| Vanoakes Financial Money Purchase Pension Plan | - | 3 | $47,620 | $17,044 | $5,681iApproximate average salary by contribution assumption: employee only about $142,033 at 4% or $94,689 at 6%; with 50% employer match about $94,689 at 4% or $63,126 at 6%; with 100% employer match about $71,017 at 4% or $47,344 at 6%. |
| 1999 | 2 | 3 | $97,320 | $36,240 | $12,080iApproximate average salary by contribution assumption: employee only about $302,000 at 4% or $201,333 at 6%; with 50% employer match about $201,333 at 4% or $134,222 at 6%; with 100% employer match about $151,000 at 4% or $100,667 at 6%. |
| Vanoakes Financial Profit Sharing Plan | - | 3 | $55,672 | $21,170 | $7,057iApproximate average salary by contribution assumption: employee only about $176,417 at 4% or $117,611 at 6%; with 50% employer match about $117,611 at 4% or $78,407 at 6%; with 100% employer match about $88,208 at 4% or $58,806 at 6%. |
| Vanoakes Financial Money Purchase Pension Plan | - | 3 | $41,648 | $15,070 | $5,023iApproximate average salary by contribution assumption: employee only about $125,583 at 4% or $83,722 at 6%; with 50% employer match about $83,722 at 4% or $55,815 at 6%; with 100% employer match about $62,792 at 4% or $41,861 at 6%. |