Civic Intelligence

Banner Oak Capital Partners LP

Plan context: Banner Oak Capital Partners LP Retirement Plan

EIN 61-1793080 • 7 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$9,349,247

2025 Contributions

$531,975

Historical Graphs

Total Assets Over Time

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

$9,349,247$4,674,624$0201920222025YearValue
$9,349,247Latest year 2025

Participants Over Time

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

1580201920222025YearValue
11Latest 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
2025111$9,349,247$531,975$48,361iApproximate average salary by contribution assumption: employee only about $1,209,034 at 4% or $806,023 at 6%; with 50% employer match about $806,023 at 4% or $537,348 at 6%; with 100% employer match about $604,517 at 4% or $403,011 at 6%.
Banner Oak Capital Partners LP Retirement Plan-11$9,349,247$531,975$48,361iApproximate average salary by contribution assumption: employee only about $1,209,034 at 4% or $806,023 at 6%; with 50% employer match about $806,023 at 4% or $537,348 at 6%; with 100% employer match about $604,517 at 4% or $403,011 at 6%.
2024113$7,434,835$573,879$44,145iApproximate average salary by contribution assumption: employee only about $1,103,613 at 4% or $735,742 at 6%; with 50% employer match about $735,742 at 4% or $490,495 at 6%; with 100% employer match about $551,807 at 4% or $367,871 at 6%.
Banner Oak Capital Partners LP Retirement Plan-13$7,434,835$573,879$44,145iApproximate average salary by contribution assumption: employee only about $1,103,613 at 4% or $735,742 at 6%; with 50% employer match about $735,742 at 4% or $490,495 at 6%; with 100% employer match about $551,807 at 4% or $367,871 at 6%.
2023113$5,958,910$579,773$44,598iApproximate average salary by contribution assumption: employee only about $1,114,948 at 4% or $743,299 at 6%; with 50% employer match about $743,299 at 4% or $495,532 at 6%; with 100% employer match about $557,474 at 4% or $371,649 at 6%.
Banner Oak Capital Partners LP Retirement Plan-13$5,958,910$579,773$44,598iApproximate average salary by contribution assumption: employee only about $1,114,948 at 4% or $743,299 at 6%; with 50% employer match about $743,299 at 4% or $495,532 at 6%; with 100% employer match about $557,474 at 4% or $371,649 at 6%.
2022114$4,593,945$533,242$38,089iApproximate average salary by contribution assumption: employee only about $952,218 at 4% or $634,812 at 6%; with 50% employer match about $634,812 at 4% or $423,208 at 6%; with 100% employer match about $476,109 at 4% or $317,406 at 6%.
Banner Oak Capital Partners LP Retirement Plan-14$4,593,945$533,242$38,089iApproximate average salary by contribution assumption: employee only about $952,218 at 4% or $634,812 at 6%; with 50% employer match about $634,812 at 4% or $423,208 at 6%; with 100% employer match about $476,109 at 4% or $317,406 at 6%.
2021114$5,156,705$556,175$39,727iApproximate average salary by contribution assumption: employee only about $993,170 at 4% or $662,113 at 6%; with 50% employer match about $662,113 at 4% or $441,409 at 6%; with 100% employer match about $496,585 at 4% or $331,057 at 6%.
Banner Oak Capital Partners LP Retirement Plan-14$5,156,705$556,175$39,727iApproximate average salary by contribution assumption: employee only about $993,170 at 4% or $662,113 at 6%; with 50% employer match about $662,113 at 4% or $441,409 at 6%; with 100% employer match about $496,585 at 4% or $331,057 at 6%.
2020115$4,296,054$481,267$32,084iApproximate average salary by contribution assumption: employee only about $802,112 at 4% or $534,741 at 6%; with 50% employer match about $534,741 at 4% or $356,494 at 6%; with 100% employer match about $401,056 at 4% or $267,371 at 6%.
Banner Oak Capital Partners LP Retirement Plan-15$4,296,054$481,267$32,084iApproximate average salary by contribution assumption: employee only about $802,112 at 4% or $534,741 at 6%; with 50% employer match about $534,741 at 4% or $356,494 at 6%; with 100% employer match about $401,056 at 4% or $267,371 at 6%.
2019115$5,807,001$208,723$13,915iApproximate average salary by contribution assumption: employee only about $347,872 at 4% or $231,914 at 6%; with 50% employer match about $231,914 at 4% or $154,610 at 6%; with 100% employer match about $173,936 at 4% or $115,957 at 6%.
Banner Oak Capital Partners LP Retirement Plan-15$5,807,001$208,723$13,915iApproximate average salary by contribution assumption: employee only about $347,872 at 4% or $231,914 at 6%; with 50% employer match about $231,914 at 4% or $154,610 at 6%; with 100% employer match about $173,936 at 4% or $115,957 at 6%.