Civic Intelligence

Silver Oak Advisors

Plan context: Silver Oak Advisors 401(K) Profit Sharing Plan

EIN 61-1586202 • Canton, GA • 14 filings • 1 plans

800 Sterling Falls CircleCanton, GA 30114
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,326,699

2024 Contributions

$267,044

Historical Graphs

Total Assets Over Time

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

$3,326,699$1,663,350$0201120182024YearValue
$3,326,699Latest year 2024

Participants Over Time

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

1050201120182024YearValue
7Latest 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
202417$3,326,699$267,044$38,149iApproximate average salary by contribution assumption: employee only about $953,729 at 4% or $635,819 at 6%; with 50% employer match about $635,819 at 4% or $423,879 at 6%; with 100% employer match about $476,864 at 4% or $317,910 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-7$3,326,699$267,044$38,149iApproximate average salary by contribution assumption: employee only about $953,729 at 4% or $635,819 at 6%; with 50% employer match about $635,819 at 4% or $423,879 at 6%; with 100% employer match about $476,864 at 4% or $317,910 at 6%.
202318$2,762,476$263,450$32,931iApproximate average salary by contribution assumption: employee only about $823,281 at 4% or $548,854 at 6%; with 50% employer match about $548,854 at 4% or $365,903 at 6%; with 100% employer match about $411,641 at 4% or $274,427 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-8$2,762,476$263,450$32,931iApproximate average salary by contribution assumption: employee only about $823,281 at 4% or $548,854 at 6%; with 50% employer match about $548,854 at 4% or $365,903 at 6%; with 100% employer match about $411,641 at 4% or $274,427 at 6%.
202219$2,203,903$251,334$27,926iApproximate average salary by contribution assumption: employee only about $698,150 at 4% or $465,433 at 6%; with 50% employer match about $465,433 at 4% or $310,289 at 6%; with 100% employer match about $349,075 at 4% or $232,717 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-9$2,203,903$251,334$27,926iApproximate average salary by contribution assumption: employee only about $698,150 at 4% or $465,433 at 6%; with 50% employer match about $465,433 at 4% or $310,289 at 6%; with 100% employer match about $349,075 at 4% or $232,717 at 6%.
202119$2,365,797$240,571$26,730iApproximate average salary by contribution assumption: employee only about $668,253 at 4% or $445,502 at 6%; with 50% employer match about $445,502 at 4% or $297,001 at 6%; with 100% employer match about $334,126 at 4% or $222,751 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-9$2,365,797$240,571$26,730iApproximate average salary by contribution assumption: employee only about $668,253 at 4% or $445,502 at 6%; with 50% employer match about $445,502 at 4% or $297,001 at 6%; with 100% employer match about $334,126 at 4% or $222,751 at 6%.
2020110$1,904,718$227,881$22,788iApproximate average salary by contribution assumption: employee only about $569,703 at 4% or $379,802 at 6%; with 50% employer match about $379,802 at 4% or $253,201 at 6%; with 100% employer match about $284,851 at 4% or $189,901 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-10$1,904,718$227,881$22,788iApproximate average salary by contribution assumption: employee only about $569,703 at 4% or $379,802 at 6%; with 50% employer match about $379,802 at 4% or $253,201 at 6%; with 100% employer match about $284,851 at 4% or $189,901 at 6%.
2019110$1,492,962$256,927$25,693iApproximate average salary by contribution assumption: employee only about $642,318 at 4% or $428,212 at 6%; with 50% employer match about $428,212 at 4% or $285,474 at 6%; with 100% employer match about $321,159 at 4% or $214,106 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-10$1,492,962$256,927$25,693iApproximate average salary by contribution assumption: employee only about $642,318 at 4% or $428,212 at 6%; with 50% employer match about $428,212 at 4% or $285,474 at 6%; with 100% employer match about $321,159 at 4% or $214,106 at 6%.
201818$1,013,136$136,406$17,051iApproximate average salary by contribution assumption: employee only about $426,269 at 4% or $284,179 at 6%; with 50% employer match about $284,179 at 4% or $189,453 at 6%; with 100% employer match about $213,134 at 4% or $142,090 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-8$1,013,136$136,406$17,051iApproximate average salary by contribution assumption: employee only about $426,269 at 4% or $284,179 at 6%; with 50% employer match about $284,179 at 4% or $189,453 at 6%; with 100% employer match about $213,134 at 4% or $142,090 at 6%.
201714$965,876$82,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-4$965,876$82,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201615$784,924$0-
Silver Oak Advisors 401(K) Profit Sharing Plan-5$784,924--
201514$749,731$111,467$27,867iApproximate average salary by contribution assumption: employee only about $696,669 at 4% or $464,446 at 6%; with 50% employer match about $464,446 at 4% or $309,631 at 6%; with 100% employer match about $348,334 at 4% or $232,223 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-4$749,731$111,467$27,867iApproximate average salary by contribution assumption: employee only about $696,669 at 4% or $464,446 at 6%; with 50% employer match about $464,446 at 4% or $309,631 at 6%; with 100% employer match about $348,334 at 4% or $232,223 at 6%.
201413$684,907$131,564$43,855iApproximate average salary by contribution assumption: employee only about $1,096,367 at 4% or $730,911 at 6%; with 50% employer match about $730,911 at 4% or $487,274 at 6%; with 100% employer match about $548,183 at 4% or $365,456 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-3$684,907$131,564$43,855iApproximate average salary by contribution assumption: employee only about $1,096,367 at 4% or $730,911 at 6%; with 50% employer match about $730,911 at 4% or $487,274 at 6%; with 100% employer match about $548,183 at 4% or $365,456 at 6%.
201315$530,325$138,162$27,632iApproximate average salary by contribution assumption: employee only about $690,810 at 4% or $460,540 at 6%; with 50% employer match about $460,540 at 4% or $307,027 at 6%; with 100% employer match about $345,405 at 4% or $230,270 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-5$530,325$138,162$27,632iApproximate average salary by contribution assumption: employee only about $690,810 at 4% or $460,540 at 6%; with 50% employer match about $460,540 at 4% or $307,027 at 6%; with 100% employer match about $345,405 at 4% or $230,270 at 6%.
201213$335,955$114,800$38,267iApproximate average salary by contribution assumption: employee only about $956,667 at 4% or $637,778 at 6%; with 50% employer match about $637,778 at 4% or $425,185 at 6%; with 100% employer match about $478,333 at 4% or $318,889 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-3$335,955$114,800$38,267iApproximate average salary by contribution assumption: employee only about $956,667 at 4% or $637,778 at 6%; with 50% employer match about $637,778 at 4% or $425,185 at 6%; with 100% employer match about $478,333 at 4% or $318,889 at 6%.
201113$198,752$100,340$33,447iApproximate average salary by contribution assumption: employee only about $836,167 at 4% or $557,444 at 6%; with 50% employer match about $557,444 at 4% or $371,630 at 6%; with 100% employer match about $418,083 at 4% or $278,722 at 6%.
Silver Oak Advisors 401(K) Profit Sharing Plan-3$198,752$100,340$33,447iApproximate average salary by contribution assumption: employee only about $836,167 at 4% or $557,444 at 6%; with 50% employer match about $557,444 at 4% or $371,630 at 6%; with 100% employer match about $418,083 at 4% or $278,722 at 6%.
Silver Oak Advisors | EIN 61-1586202 | 2024 Form 5500 Company Profile