Civic Intelligence

Great Oaks Capital Management

Plan context: Great Oaks Capital Management

EIN 56-2384055 • New York, NY • 9 filings • 4 plans

660 Madison Avenue Suite 1405New York, NY 10065
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$68,733

2013 Contributions

$1,167

Historical Graphs

Total Assets Over Time

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

$68,733$34,367$0200520102013YearValue
$68,733Latest year 2013

Participants Over Time

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

530200520092012YearValue
3Latest year 2012

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
201310$68,733$0-
Great Oaks Capital Management-0$68,733$0-
201213$68,733$0-
Great Oaks Capital Management-3$68,733$0-
201113$66,332$0-
Great Oaks Capital Management-3$66,332$0-
201013$66,448$0-
Great Oaks Capital Management-3$66,448$0-
200913$64,137$1,167$389iApproximate average salary by contribution assumption: employee only about $9,725 at 4% or $6,483 at 6%; with 50% employer match about $6,483 at 4% or $4,322 at 6%; with 100% employer match about $4,863 at 4% or $3,242 at 6%.
Great Oaks Capital Management-3$64,137$1,167$389iApproximate average salary by contribution assumption: employee only about $9,725 at 4% or $6,483 at 6%; with 50% employer match about $6,483 at 4% or $4,322 at 6%; with 100% employer match about $4,863 at 4% or $3,242 at 6%.
200815$61,297$31,521$6,304iApproximate average salary by contribution assumption: employee only about $157,605 at 4% or $105,070 at 6%; with 50% employer match about $105,070 at 4% or $70,047 at 6%; with 100% employer match about $78,803 at 4% or $52,535 at 6%.
Great Oaks Capital Management-5$61,297$31,521$6,304iApproximate average salary by contribution assumption: employee only about $157,605 at 4% or $105,070 at 6%; with 50% employer match about $105,070 at 4% or $70,047 at 6%; with 100% employer match about $78,803 at 4% or $52,535 at 6%.
200715$0$0-
Great Oaks Capital Management-5---
200614$35,854$20,524$5,131iApproximate average salary by contribution assumption: employee only about $128,275 at 4% or $85,517 at 6%; with 50% employer match about $85,517 at 4% or $57,011 at 6%; with 100% employer match about $64,138 at 4% or $42,758 at 6%.
Great Oaks Capital Management-4$35,854$20,524$5,131iApproximate average salary by contribution assumption: employee only about $128,275 at 4% or $85,517 at 6%; with 50% employer match about $85,517 at 4% or $57,011 at 6%; with 100% employer match about $64,138 at 4% or $42,758 at 6%.
200512$13,846$13,254$6,627iApproximate average salary by contribution assumption: employee only about $165,675 at 4% or $110,450 at 6%; with 50% employer match about $110,450 at 4% or $73,633 at 6%; with 100% employer match about $82,838 at 4% or $55,225 at 6%.
Great Oaks Capital Management-2$13,846$13,254$6,627iApproximate average salary by contribution assumption: employee only about $165,675 at 4% or $110,450 at 6%; with 50% employer match about $110,450 at 4% or $73,633 at 6%; with 100% employer match about $82,838 at 4% or $55,225 at 6%.