Civic Intelligence

Southern Oak Management LLC

Plan context: Southern Oak Management LLC 401(K) Plan

EIN 56-2480776 • Ponte Vedra Beach, FL • 20 filings • 4 plans

816 A1a North, Suite 302Ponte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$8,693,220

2024 Contributions

$741,240

Historical Graphs

Total Assets Over Time

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

$8,693,220$4,346,610$0200520152024YearValue
$8,693,220Latest year 2024

Participants Over Time

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

37190200520152024YearValue
37Latest 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
2024137$8,693,220$741,240$20,034iApproximate average salary by contribution assumption: employee only about $500,838 at 4% or $333,892 at 6%; with 50% employer match about $333,892 at 4% or $222,595 at 6%; with 100% employer match about $250,419 at 4% or $166,946 at 6%.
Southern Oak Management LLC 401(K) Plan-37$8,693,220$741,240$20,034iApproximate average salary by contribution assumption: employee only about $500,838 at 4% or $333,892 at 6%; with 50% employer match about $333,892 at 4% or $222,595 at 6%; with 100% employer match about $250,419 at 4% or $166,946 at 6%.
2023134$7,055,218$1,407,385$41,394iApproximate average salary by contribution assumption: employee only about $1,034,842 at 4% or $689,895 at 6%; with 50% employer match about $689,895 at 4% or $459,930 at 6%; with 100% employer match about $517,421 at 4% or $344,947 at 6%.
Southern Oak Management LLC 401(K) Plan-34$7,055,218$1,407,385$41,394iApproximate average salary by contribution assumption: employee only about $1,034,842 at 4% or $689,895 at 6%; with 50% employer match about $689,895 at 4% or $459,930 at 6%; with 100% employer match about $517,421 at 4% or $344,947 at 6%.
2022131$5,309,567$1,465,102$47,261iApproximate average salary by contribution assumption: employee only about $1,181,534 at 4% or $787,689 at 6%; with 50% employer match about $787,689 at 4% or $525,126 at 6%; with 100% employer match about $590,767 at 4% or $393,845 at 6%.
Southern Oak Management LLC 401(K) Plan-31$5,309,567$1,465,102$47,261iApproximate average salary by contribution assumption: employee only about $1,181,534 at 4% or $787,689 at 6%; with 50% employer match about $787,689 at 4% or $525,126 at 6%; with 100% employer match about $590,767 at 4% or $393,845 at 6%.
2021125$4,685,874$463,918$18,557iApproximate average salary by contribution assumption: employee only about $463,918 at 4% or $309,279 at 6%; with 50% employer match about $309,279 at 4% or $206,186 at 6%; with 100% employer match about $231,959 at 4% or $154,639 at 6%.
Southern Oak Management LLC 401(K) Plan-25$4,685,874$463,918$18,557iApproximate average salary by contribution assumption: employee only about $463,918 at 4% or $309,279 at 6%; with 50% employer match about $309,279 at 4% or $206,186 at 6%; with 100% employer match about $231,959 at 4% or $154,639 at 6%.
2020122$3,710,348$403,244$18,329iApproximate average salary by contribution assumption: employee only about $458,232 at 4% or $305,488 at 6%; with 50% employer match about $305,488 at 4% or $203,659 at 6%; with 100% employer match about $229,116 at 4% or $152,744 at 6%.
Southern Oak Management LLC 401(K) Plan-22$3,710,348$403,244$18,329iApproximate average salary by contribution assumption: employee only about $458,232 at 4% or $305,488 at 6%; with 50% employer match about $305,488 at 4% or $203,659 at 6%; with 100% employer match about $229,116 at 4% or $152,744 at 6%.
2019121$3,117,472$301,579$14,361iApproximate average salary by contribution assumption: employee only about $359,023 at 4% or $239,348 at 6%; with 50% employer match about $239,348 at 4% or $159,566 at 6%; with 100% employer match about $179,511 at 4% or $119,674 at 6%.
Southern Oak Management LLC 401(K) Plan-21$3,117,472$301,579$14,361iApproximate average salary by contribution assumption: employee only about $359,023 at 4% or $239,348 at 6%; with 50% employer match about $239,348 at 4% or $159,566 at 6%; with 100% employer match about $179,511 at 4% or $119,674 at 6%.
2018117$2,524,945$331,408$19,495iApproximate average salary by contribution assumption: employee only about $487,365 at 4% or $324,910 at 6%; with 50% employer match about $324,910 at 4% or $216,607 at 6%; with 100% employer match about $243,682 at 4% or $162,455 at 6%.
Southern Oak Management LLC 401(K) Plan-17$2,524,945$331,408$19,495iApproximate average salary by contribution assumption: employee only about $487,365 at 4% or $324,910 at 6%; with 50% employer match about $324,910 at 4% or $216,607 at 6%; with 100% employer match about $243,682 at 4% or $162,455 at 6%.
2017118$2,378,421$272,195$15,122iApproximate average salary by contribution assumption: employee only about $378,049 at 4% or $252,032 at 6%; with 50% employer match about $252,032 at 4% or $168,022 at 6%; with 100% employer match about $189,024 at 4% or $126,016 at 6%.
Southern Oak Management LLC 401(K) Plan-18$2,378,421$272,195$15,122iApproximate average salary by contribution assumption: employee only about $378,049 at 4% or $252,032 at 6%; with 50% employer match about $252,032 at 4% or $168,022 at 6%; with 100% employer match about $189,024 at 4% or $126,016 at 6%.
2016117$1,796,287$417,868$24,580iApproximate average salary by contribution assumption: employee only about $614,512 at 4% or $409,675 at 6%; with 50% employer match about $409,675 at 4% or $273,116 at 6%; with 100% employer match about $307,256 at 4% or $204,837 at 6%.
Southern Oak Management LLC 401(K) Plan-17$1,796,287$417,868$24,580iApproximate average salary by contribution assumption: employee only about $614,512 at 4% or $409,675 at 6%; with 50% employer match about $409,675 at 4% or $273,116 at 6%; with 100% employer match about $307,256 at 4% or $204,837 at 6%.
2015116$1,244,873$254,255$15,891iApproximate average salary by contribution assumption: employee only about $397,273 at 4% or $264,849 at 6%; with 50% employer match about $264,849 at 4% or $176,566 at 6%; with 100% employer match about $198,637 at 4% or $132,424 at 6%.
Southern Oak Management LLC 401(K) Plan-16$1,244,873$254,255$15,891iApproximate average salary by contribution assumption: employee only about $397,273 at 4% or $264,849 at 6%; with 50% employer match about $264,849 at 4% or $176,566 at 6%; with 100% employer match about $198,637 at 4% or $132,424 at 6%.
2014115$1,027,203$192,933$12,862iApproximate average salary by contribution assumption: employee only about $321,555 at 4% or $214,370 at 6%; with 50% employer match about $214,370 at 4% or $142,913 at 6%; with 100% employer match about $160,778 at 4% or $107,185 at 6%.
Southern Oak Management LLC 401(K) Plan-15$1,027,203$192,933$12,862iApproximate average salary by contribution assumption: employee only about $321,555 at 4% or $214,370 at 6%; with 50% employer match about $214,370 at 4% or $142,913 at 6%; with 100% employer match about $160,778 at 4% or $107,185 at 6%.
2013112$822,308$121,754$10,146iApproximate average salary by contribution assumption: employee only about $253,654 at 4% or $169,103 at 6%; with 50% employer match about $169,103 at 4% or $112,735 at 6%; with 100% employer match about $126,827 at 4% or $84,551 at 6%.
Southern Oak Management LLC 401(K) Plan-12$822,308$121,754$10,146iApproximate average salary by contribution assumption: employee only about $253,654 at 4% or $169,103 at 6%; with 50% employer match about $169,103 at 4% or $112,735 at 6%; with 100% employer match about $126,827 at 4% or $84,551 at 6%.
2012112$589,354$98,637$8,220iApproximate average salary by contribution assumption: employee only about $205,494 at 4% or $136,996 at 6%; with 50% employer match about $136,996 at 4% or $91,331 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
Southern Oak Management LLC 401(K) Plan-12$589,354$98,637$8,220iApproximate average salary by contribution assumption: employee only about $205,494 at 4% or $136,996 at 6%; with 50% employer match about $136,996 at 4% or $91,331 at 6%; with 100% employer match about $102,747 at 4% or $68,498 at 6%.
2011112$431,761$90,632$7,553iApproximate average salary by contribution assumption: employee only about $188,817 at 4% or $125,878 at 6%; with 50% employer match about $125,878 at 4% or $83,919 at 6%; with 100% employer match about $94,408 at 4% or $62,939 at 6%.
Southern Oak Management LLC 401(K) Plan-12$431,761$90,632$7,553iApproximate average salary by contribution assumption: employee only about $188,817 at 4% or $125,878 at 6%; with 50% employer match about $125,878 at 4% or $83,919 at 6%; with 100% employer match about $94,408 at 4% or $62,939 at 6%.
201018$524,869$103,646$12,956iApproximate average salary by contribution assumption: employee only about $323,894 at 4% or $215,929 at 6%; with 50% employer match about $215,929 at 4% or $143,953 at 6%; with 100% employer match about $161,947 at 4% or $107,965 at 6%.
Southern Oak Management LLC 401(K) Plan-8$524,869$103,646$12,956iApproximate average salary by contribution assumption: employee only about $323,894 at 4% or $215,929 at 6%; with 50% employer match about $215,929 at 4% or $143,953 at 6%; with 100% employer match about $161,947 at 4% or $107,965 at 6%.
200918$345,009$78,961$9,870iApproximate average salary by contribution assumption: employee only about $246,753 at 4% or $164,502 at 6%; with 50% employer match about $164,502 at 4% or $109,668 at 6%; with 100% employer match about $123,377 at 4% or $82,251 at 6%.
Southern Oak Management LLC 401(K) Plan-8$345,009$78,961$9,870iApproximate average salary by contribution assumption: employee only about $246,753 at 4% or $164,502 at 6%; with 50% employer match about $164,502 at 4% or $109,668 at 6%; with 100% employer match about $123,377 at 4% or $82,251 at 6%.
200819$188,164$80,293$8,921iApproximate average salary by contribution assumption: employee only about $223,036 at 4% or $148,691 at 6%; with 50% employer match about $148,691 at 4% or $99,127 at 6%; with 100% employer match about $111,518 at 4% or $74,345 at 6%.
Southern Oak Management LLC 401(K) Plan-9$188,164$80,293$8,921iApproximate average salary by contribution assumption: employee only about $223,036 at 4% or $148,691 at 6%; with 50% employer match about $148,691 at 4% or $99,127 at 6%; with 100% employer match about $111,518 at 4% or $74,345 at 6%.
200711$205,458$73,201$73,201iApproximate average salary by contribution assumption: employee only about $1,830,025 at 4% or $1,220,017 at 6%; with 50% employer match about $1,220,017 at 4% or $813,344 at 6%; with 100% employer match about $915,013 at 4% or $610,008 at 6%.
Southern Oak Management LLC 401(K) Plan-1$205,458$73,201$73,201iApproximate average salary by contribution assumption: employee only about $1,830,025 at 4% or $1,220,017 at 6%; with 50% employer match about $1,220,017 at 4% or $813,344 at 6%; with 100% employer match about $915,013 at 4% or $610,008 at 6%.
200616$132,073$77,626$12,938iApproximate average salary by contribution assumption: employee only about $323,442 at 4% or $215,628 at 6%; with 50% employer match about $215,628 at 4% or $143,752 at 6%; with 100% employer match about $161,721 at 4% or $107,814 at 6%.
Southern Oak Management LLC 401(K) Plan-6$132,073$77,626$12,938iApproximate average salary by contribution assumption: employee only about $323,442 at 4% or $215,628 at 6%; with 50% employer match about $215,628 at 4% or $143,752 at 6%; with 100% employer match about $161,721 at 4% or $107,814 at 6%.
200515$44,057$42,493$8,499iApproximate average salary by contribution assumption: employee only about $212,465 at 4% or $141,643 at 6%; with 50% employer match about $141,643 at 4% or $94,429 at 6%; with 100% employer match about $106,233 at 4% or $70,822 at 6%.
Southern Oak Management LLC 401(K) Plan-5$44,057$42,493$8,499iApproximate average salary by contribution assumption: employee only about $212,465 at 4% or $141,643 at 6%; with 50% employer match about $141,643 at 4% or $94,429 at 6%; with 100% employer match about $106,233 at 4% or $70,822 at 6%.