Civic Intelligence

Bell Oaks Company Inc.

Plan context: Bell Oaks Company 401(K) Plan

EIN 58-1084064 • Atlanta, GA • 26 filings • 7 plans

115 Perimeter Center Pl NE Ste 400Atlanta, GA 30346-1272
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,291,572

2025 Contributions

$116,598

Historical Graphs

Total Assets Over Time

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

$3,222,119$1,611,060$0199920132025YearValue
$2,291,572Latest year 2025

Participants Over Time

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

33170199920122025YearValue
13Latest year 2025

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
2025113$2,291,572$116,598$8,969iApproximate average salary by contribution assumption: employee only about $224,227 at 4% or $149,485 at 6%; with 50% employer match about $149,485 at 4% or $99,656 at 6%; with 100% employer match about $112,113 at 4% or $74,742 at 6%.
Bell Oaks Company 401(K) Plan-13$2,291,572$116,598$8,969iApproximate average salary by contribution assumption: employee only about $224,227 at 4% or $149,485 at 6%; with 50% employer match about $149,485 at 4% or $99,656 at 6%; with 100% employer match about $112,113 at 4% or $74,742 at 6%.
2024114$2,127,503$127,985$9,142iApproximate average salary by contribution assumption: employee only about $228,545 at 4% or $152,363 at 6%; with 50% employer match about $152,363 at 4% or $101,575 at 6%; with 100% employer match about $114,272 at 4% or $76,182 at 6%.
Bell Oaks Company 401(K) Plan-14$2,127,503$127,985$9,142iApproximate average salary by contribution assumption: employee only about $228,545 at 4% or $152,363 at 6%; with 50% employer match about $152,363 at 4% or $101,575 at 6%; with 100% employer match about $114,272 at 4% or $76,182 at 6%.
2023114$1,825,830$156,298$11,164iApproximate average salary by contribution assumption: employee only about $279,104 at 4% or $186,069 at 6%; with 50% employer match about $186,069 at 4% or $124,046 at 6%; with 100% employer match about $139,552 at 4% or $93,035 at 6%.
Bell Oaks Company 401(K) Plan-14$1,825,830$156,298$11,164iApproximate average salary by contribution assumption: employee only about $279,104 at 4% or $186,069 at 6%; with 50% employer match about $186,069 at 4% or $124,046 at 6%; with 100% employer match about $139,552 at 4% or $93,035 at 6%.
2022112$1,483,152$121,440$10,120iApproximate average salary by contribution assumption: employee only about $253,000 at 4% or $168,667 at 6%; with 50% employer match about $168,667 at 4% or $112,444 at 6%; with 100% employer match about $126,500 at 4% or $84,333 at 6%.
Bell Oaks Company 401(K) Plan-12$1,483,152$121,440$10,120iApproximate average salary by contribution assumption: employee only about $253,000 at 4% or $168,667 at 6%; with 50% employer match about $168,667 at 4% or $112,444 at 6%; with 100% employer match about $126,500 at 4% or $84,333 at 6%.
2021111$1,696,229$155,294$14,118iApproximate average salary by contribution assumption: employee only about $352,941 at 4% or $235,294 at 6%; with 50% employer match about $235,294 at 4% or $156,863 at 6%; with 100% employer match about $176,470 at 4% or $117,647 at 6%.
Bell Oaks Company 401(K) Plan-11$1,696,229$155,294$14,118iApproximate average salary by contribution assumption: employee only about $352,941 at 4% or $235,294 at 6%; with 50% employer match about $235,294 at 4% or $156,863 at 6%; with 100% employer match about $176,470 at 4% or $117,647 at 6%.
2020111$1,372,663$130,141$11,831iApproximate average salary by contribution assumption: employee only about $295,775 at 4% or $197,183 at 6%; with 50% employer match about $197,183 at 4% or $131,456 at 6%; with 100% employer match about $147,888 at 4% or $98,592 at 6%.
Bell Oaks Company 401(K) Plan-11$1,372,663$130,141$11,831iApproximate average salary by contribution assumption: employee only about $295,775 at 4% or $197,183 at 6%; with 50% employer match about $197,183 at 4% or $131,456 at 6%; with 100% employer match about $147,888 at 4% or $98,592 at 6%.
2019111$1,159,091$117,983$10,726iApproximate average salary by contribution assumption: employee only about $268,143 at 4% or $178,762 at 6%; with 50% employer match about $178,762 at 4% or $119,175 at 6%; with 100% employer match about $134,072 at 4% or $89,381 at 6%.
Bell Oaks Company 401(K) Plan-11$1,159,091$117,983$10,726iApproximate average salary by contribution assumption: employee only about $268,143 at 4% or $178,762 at 6%; with 50% employer match about $178,762 at 4% or $119,175 at 6%; with 100% employer match about $134,072 at 4% or $89,381 at 6%.
2018110$860,577$84,673$8,467iApproximate average salary by contribution assumption: employee only about $211,682 at 4% or $141,122 at 6%; with 50% employer match about $141,122 at 4% or $94,081 at 6%; with 100% employer match about $105,841 at 4% or $70,561 at 6%.
Bell Oaks Company 401(K) Plan-10$860,577$84,673$8,467iApproximate average salary by contribution assumption: employee only about $211,682 at 4% or $141,122 at 6%; with 50% employer match about $141,122 at 4% or $94,081 at 6%; with 100% employer match about $105,841 at 4% or $70,561 at 6%.
201717$831,501$67,774$9,682iApproximate average salary by contribution assumption: employee only about $242,050 at 4% or $161,367 at 6%; with 50% employer match about $161,367 at 4% or $107,578 at 6%; with 100% employer match about $121,025 at 4% or $80,683 at 6%.
Bell Oaks Company 401(K) Plan-7$831,501$67,774$9,682iApproximate average salary by contribution assumption: employee only about $242,050 at 4% or $161,367 at 6%; with 50% employer match about $161,367 at 4% or $107,578 at 6%; with 100% employer match about $121,025 at 4% or $80,683 at 6%.
201617$654,475$52,589$7,513iApproximate average salary by contribution assumption: employee only about $187,818 at 4% or $125,212 at 6%; with 50% employer match about $125,212 at 4% or $83,475 at 6%; with 100% employer match about $93,909 at 4% or $62,606 at 6%.
Bell Oaks Company 401(K) Plan-7$654,475$52,589$7,513iApproximate average salary by contribution assumption: employee only about $187,818 at 4% or $125,212 at 6%; with 50% employer match about $125,212 at 4% or $83,475 at 6%; with 100% employer match about $93,909 at 4% or $62,606 at 6%.
2014123$3,222,119$241,758$10,511iApproximate average salary by contribution assumption: employee only about $262,780 at 4% or $175,187 at 6%; with 50% employer match about $175,187 at 4% or $116,791 at 6%; with 100% employer match about $131,390 at 4% or $87,593 at 6%.
Bell Oaks Company Inc. 401K Plan-23$3,222,119$241,758$10,511iApproximate average salary by contribution assumption: employee only about $262,780 at 4% or $175,187 at 6%; with 50% employer match about $175,187 at 4% or $116,791 at 6%; with 100% employer match about $131,390 at 4% or $87,593 at 6%.
2013124$3,079,447$260,481$10,853iApproximate average salary by contribution assumption: employee only about $271,334 at 4% or $180,890 at 6%; with 50% employer match about $180,890 at 4% or $120,593 at 6%; with 100% employer match about $135,667 at 4% or $90,445 at 6%.
Bell Oaks Company Inc. 401K Plan-24$3,079,447$260,481$10,853iApproximate average salary by contribution assumption: employee only about $271,334 at 4% or $180,890 at 6%; with 50% employer match about $180,890 at 4% or $120,593 at 6%; with 100% employer match about $135,667 at 4% or $90,445 at 6%.
2012125$2,454,475$244,677$9,787iApproximate average salary by contribution assumption: employee only about $244,677 at 4% or $163,118 at 6%; with 50% employer match about $163,118 at 4% or $108,745 at 6%; with 100% employer match about $122,339 at 4% or $81,559 at 6%.
Bell Oaks Company Inc. 401K Plan-25$2,454,475$244,677$9,787iApproximate average salary by contribution assumption: employee only about $244,677 at 4% or $163,118 at 6%; with 50% employer match about $163,118 at 4% or $108,745 at 6%; with 100% employer match about $122,339 at 4% or $81,559 at 6%.
2011127$2,277,371$191,438$7,090iApproximate average salary by contribution assumption: employee only about $177,257 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%.
Bell Oaks Company Inc. 401K Plan-27$2,277,371$191,438$7,090iApproximate average salary by contribution assumption: employee only about $177,257 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%.
2010130$2,382,875$199,388$6,646iApproximate average salary by contribution assumption: employee only about $166,157 at 4% or $110,771 at 6%; with 50% employer match about $110,771 at 4% or $73,847 at 6%; with 100% employer match about $83,078 at 4% or $55,386 at 6%.
Bell Oaks Company Inc. 401K Plan-30$2,382,875$199,388$6,646iApproximate average salary by contribution assumption: employee only about $166,157 at 4% or $110,771 at 6%; with 50% employer match about $110,771 at 4% or $73,847 at 6%; with 100% employer match about $83,078 at 4% or $55,386 at 6%.
2009130$2,154,899$270,872$9,029iApproximate average salary by contribution assumption: employee only about $225,727 at 4% or $150,484 at 6%; with 50% employer match about $150,484 at 4% or $100,323 at 6%; with 100% employer match about $112,863 at 4% or $75,242 at 6%.
Bell Oaks Company Inc. 401K Plan-30$2,154,899$270,872$9,029iApproximate average salary by contribution assumption: employee only about $225,727 at 4% or $150,484 at 6%; with 50% employer match about $150,484 at 4% or $100,323 at 6%; with 100% employer match about $112,863 at 4% or $75,242 at 6%.
2008131$1,519,987$301,163$9,715iApproximate average salary by contribution assumption: employee only about $242,873 at 4% or $161,916 at 6%; with 50% employer match about $161,916 at 4% or $107,944 at 6%; with 100% employer match about $121,437 at 4% or $80,958 at 6%.
Bell Oaks Company Inc. 401K Plan-31$1,519,987$301,163$9,715iApproximate average salary by contribution assumption: employee only about $242,873 at 4% or $161,916 at 6%; with 50% employer match about $161,916 at 4% or $107,944 at 6%; with 100% employer match about $121,437 at 4% or $80,958 at 6%.
2007132$0$0-
Bell Oaks Company Inc. 401K Plan-32---
2006123$1,713,777$276,839$12,036iApproximate average salary by contribution assumption: employee only about $300,912 at 4% or $200,608 at 6%; with 50% employer match about $200,608 at 4% or $133,739 at 6%; with 100% employer match about $150,456 at 4% or $100,304 at 6%.
Bell Oaks Company Inc. 401K Plan-23$1,713,777$276,839$12,036iApproximate average salary by contribution assumption: employee only about $300,912 at 4% or $200,608 at 6%; with 50% employer match about $200,608 at 4% or $133,739 at 6%; with 100% employer match about $150,456 at 4% or $100,304 at 6%.
2005112$1,371,096$187,456$15,621iApproximate average salary by contribution assumption: employee only about $390,533 at 4% or $260,356 at 6%; with 50% employer match about $260,356 at 4% or $173,570 at 6%; with 100% employer match about $195,267 at 4% or $130,178 at 6%.
Bell Oaks Company Inc. 401K Plan-12$1,371,096$187,456$15,621iApproximate average salary by contribution assumption: employee only about $390,533 at 4% or $260,356 at 6%; with 50% employer match about $260,356 at 4% or $173,570 at 6%; with 100% employer match about $195,267 at 4% or $130,178 at 6%.
2004113$1,125,850$196,395$15,107iApproximate average salary by contribution assumption: employee only about $377,683 at 4% or $251,788 at 6%; with 50% employer match about $251,788 at 4% or $167,859 at 6%; with 100% employer match about $188,841 at 4% or $125,894 at 6%.
Bell Oaks Company Inc. 401K Plan-13$1,125,850$196,395$15,107iApproximate average salary by contribution assumption: employee only about $377,683 at 4% or $251,788 at 6%; with 50% employer match about $251,788 at 4% or $167,859 at 6%; with 100% employer match about $188,841 at 4% or $125,894 at 6%.
2003114$849,216$155,049$11,075iApproximate average salary by contribution assumption: employee only about $276,873 at 4% or $184,582 at 6%; with 50% employer match about $184,582 at 4% or $123,055 at 6%; with 100% employer match about $138,437 at 4% or $92,291 at 6%.
Bell Oaks Company Inc. 401K Plan-14$849,216$155,049$11,075iApproximate average salary by contribution assumption: employee only about $276,873 at 4% or $184,582 at 6%; with 50% employer match about $184,582 at 4% or $123,055 at 6%; with 100% employer match about $138,437 at 4% or $92,291 at 6%.
2002133$0$0-
Bell Oaks Company Inc. 401K Plan-33---
2001117$721,437$244,369$14,375iApproximate average salary by contribution assumption: employee only about $359,366 at 4% or $239,577 at 6%; with 50% employer match about $239,577 at 4% or $159,718 at 6%; with 100% employer match about $179,683 at 4% or $119,789 at 6%.
Bell Oaks Company Inc. 401K Plan-17$721,437$244,369$14,375iApproximate average salary by contribution assumption: employee only about $359,366 at 4% or $239,577 at 6%; with 50% employer match about $239,577 at 4% or $159,718 at 6%; with 100% employer match about $179,683 at 4% or $119,789 at 6%.
2000118$624,424$254,463$14,137iApproximate average salary by contribution assumption: employee only about $353,421 at 4% or $235,614 at 6%; with 50% employer match about $235,614 at 4% or $157,076 at 6%; with 100% employer match about $176,710 at 4% or $117,807 at 6%.
Bell Oaks Company Inc. 401K Plan-18$624,424$254,463$14,137iApproximate average salary by contribution assumption: employee only about $353,421 at 4% or $235,614 at 6%; with 50% employer match about $235,614 at 4% or $157,076 at 6%; with 100% employer match about $176,710 at 4% or $117,807 at 6%.
1999114$503,244$190,845$13,632iApproximate average salary by contribution assumption: employee only about $340,795 at 4% or $227,196 at 6%; with 50% employer match about $227,196 at 4% or $151,464 at 6%; with 100% employer match about $170,397 at 4% or $113,598 at 6%.
Bell Oaks Company Inc. 401K Plan-14$503,244$190,845$13,632iApproximate average salary by contribution assumption: employee only about $340,795 at 4% or $227,196 at 6%; with 50% employer match about $227,196 at 4% or $151,464 at 6%; with 100% employer match about $170,397 at 4% or $113,598 at 6%.