Red Oak Capital Management LLC
Plan context: Red Oak Capital Management LLC 401(K) Plan
EIN 54-2063325 • Houston, TX • 13 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$1,093,114
2019 Contributions
$49,750
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 4 | $1,093,114 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 4 | $1,093,114 | - | - |
| 2017 | 1 | 4 | $1,184,428 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 4 | $1,184,428 | - | - |
| 2016 | 1 | 4 | $1,259,285 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 4 | $1,259,285 | - | - |
| 2015 | 1 | 5 | $1,171,047 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $1,171,047 | - | - |
| 2014 | 1 | 5 | $1,156,782 | $49,750 | $9,950iApproximate average salary by contribution assumption: employee only about $248,750 at 4% or $165,833 at 6%; with 50% employer match about $165,833 at 4% or $110,556 at 6%; with 100% employer match about $124,375 at 4% or $82,917 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $1,156,782 | $49,750 | $9,950iApproximate average salary by contribution assumption: employee only about $248,750 at 4% or $165,833 at 6%; with 50% employer match about $165,833 at 4% or $110,556 at 6%; with 100% employer match about $124,375 at 4% or $82,917 at 6%. |
| 2013 | 1 | 5 | $1,038,476 | $85,488 | $17,098iApproximate average salary by contribution assumption: employee only about $427,440 at 4% or $284,960 at 6%; with 50% employer match about $284,960 at 4% or $189,973 at 6%; with 100% employer match about $213,720 at 4% or $142,480 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $1,038,476 | $85,488 | $17,098iApproximate average salary by contribution assumption: employee only about $427,440 at 4% or $284,960 at 6%; with 50% employer match about $284,960 at 4% or $189,973 at 6%; with 100% employer match about $213,720 at 4% or $142,480 at 6%. |
| 2012 | 1 | 5 | $742,884 | $136,302 | $27,260iApproximate average salary by contribution assumption: employee only about $681,510 at 4% or $454,340 at 6%; with 50% employer match about $454,340 at 4% or $302,893 at 6%; with 100% employer match about $340,755 at 4% or $227,170 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $742,884 | $136,302 | $27,260iApproximate average salary by contribution assumption: employee only about $681,510 at 4% or $454,340 at 6%; with 50% employer match about $454,340 at 4% or $302,893 at 6%; with 100% employer match about $340,755 at 4% or $227,170 at 6%. |
| 2011 | 1 | 5 | $521,185 | $111,421 | $22,284iApproximate average salary by contribution assumption: employee only about $557,105 at 4% or $371,403 at 6%; with 50% employer match about $371,403 at 4% or $247,602 at 6%; with 100% employer match about $278,553 at 4% or $185,702 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $521,185 | $111,421 | $22,284iApproximate average salary by contribution assumption: employee only about $557,105 at 4% or $371,403 at 6%; with 50% employer match about $371,403 at 4% or $247,602 at 6%; with 100% employer match about $278,553 at 4% or $185,702 at 6%. |
| 2010 | 1 | 5 | $429,163 | $110,425 | $22,085iApproximate average salary by contribution assumption: employee only about $552,125 at 4% or $368,083 at 6%; with 50% employer match about $368,083 at 4% or $245,389 at 6%; with 100% employer match about $276,063 at 4% or $184,042 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | $429,163 | $110,425 | $22,085iApproximate average salary by contribution assumption: employee only about $552,125 at 4% or $368,083 at 6%; with 50% employer match about $368,083 at 4% or $245,389 at 6%; with 100% employer match about $276,063 at 4% or $184,042 at 6%. |
| 2009 | 1 | 7 | $419,820 | $116,332 | $16,619iApproximate average salary by contribution assumption: employee only about $415,471 at 4% or $276,981 at 6%; with 50% employer match about $276,981 at 4% or $184,654 at 6%; with 100% employer match about $207,736 at 4% or $138,490 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 7 | $419,820 | $116,332 | $16,619iApproximate average salary by contribution assumption: employee only about $415,471 at 4% or $276,981 at 6%; with 50% employer match about $276,981 at 4% or $184,654 at 6%; with 100% employer match about $207,736 at 4% or $138,490 at 6%. |
| 2008 | 1 | 7 | $197,832 | $202,416 | $28,917iApproximate average salary by contribution assumption: employee only about $722,914 at 4% or $481,943 at 6%; with 50% employer match about $481,943 at 4% or $321,295 at 6%; with 100% employer match about $361,457 at 4% or $240,971 at 6%. |
| Red Oak Capital Management LLC 401(K) Plan | - | 7 | $197,832 | $202,416 | $28,917iApproximate average salary by contribution assumption: employee only about $722,914 at 4% or $481,943 at 6%; with 50% employer match about $481,943 at 4% or $321,295 at 6%; with 100% employer match about $361,457 at 4% or $240,971 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Red Oak Capital Management LLC 401(K) Plan | - | 5 | - | - | - |