Civic Intelligence

Oakbridge Insurance Services LLC

Plan context: Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan

EIN 65-1255686 • Chicago, IL • 8 filings • 2 plans

200 E Randolph, 20th FloorChicago, IL 60601
Current Snapshot

Latest Year

2012

2012 Participants

31

2012 Assets

$3,773,379

2012 Contributions

$260,121

Historical Graphs

Total Assets Over Time

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

$3,980,210$1,990,105$0200520082011YearValue
$3,773,379Latest year 2011

Participants Over Time

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

31160200520082011YearValue
31Latest year 2011

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
201210$0$0-
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-0$0$0-
2011131$3,773,379$0-
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-31$3,773,379$0-
2010131$3,975,385$260,121$8,391iApproximate average salary by contribution assumption: employee only about $209,775 at 4% or $139,850 at 6%; with 50% employer match about $139,850 at 4% or $93,233 at 6%; with 100% employer match about $104,888 at 4% or $69,925 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-31$3,975,385$260,121$8,391iApproximate average salary by contribution assumption: employee only about $209,775 at 4% or $139,850 at 6%; with 50% employer match about $139,850 at 4% or $93,233 at 6%; with 100% employer match about $104,888 at 4% or $69,925 at 6%.
2009131$3,519,334$236,944$7,643iApproximate average salary by contribution assumption: employee only about $191,084 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,695 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-31$3,519,334$236,944$7,643iApproximate average salary by contribution assumption: employee only about $191,084 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,695 at 6%.
2008120$2,575,878$257,227$12,861iApproximate average salary by contribution assumption: employee only about $321,534 at 4% or $214,356 at 6%; with 50% employer match about $214,356 at 4% or $142,904 at 6%; with 100% employer match about $160,767 at 4% or $107,178 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-20$2,575,878$257,227$12,861iApproximate average salary by contribution assumption: employee only about $321,534 at 4% or $214,356 at 6%; with 50% employer match about $214,356 at 4% or $142,904 at 6%; with 100% employer match about $160,767 at 4% or $107,178 at 6%.
2007121$3,609,593$314,272$14,965iApproximate average salary by contribution assumption: employee only about $374,133 at 4% or $249,422 at 6%; with 50% employer match about $249,422 at 4% or $166,281 at 6%; with 100% employer match about $187,067 at 4% or $124,711 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-21$3,609,593$314,272$14,965iApproximate average salary by contribution assumption: employee only about $374,133 at 4% or $249,422 at 6%; with 50% employer match about $249,422 at 4% or $166,281 at 6%; with 100% employer match about $187,067 at 4% or $124,711 at 6%.
2006119$3,190,024$240,333$12,649iApproximate average salary by contribution assumption: employee only about $316,228 at 4% or $210,818 at 6%; with 50% employer match about $210,818 at 4% or $140,546 at 6%; with 100% employer match about $158,114 at 4% or $105,409 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-19$3,190,024$240,333$12,649iApproximate average salary by contribution assumption: employee only about $316,228 at 4% or $210,818 at 6%; with 50% employer match about $210,818 at 4% or $140,546 at 6%; with 100% employer match about $158,114 at 4% or $105,409 at 6%.
2005117$3,980,210$634,903$37,347iApproximate average salary by contribution assumption: employee only about $933,681 at 4% or $622,454 at 6%; with 50% employer match about $622,454 at 4% or $414,969 at 6%; with 100% employer match about $466,840 at 4% or $311,227 at 6%.
Oakbridge Insurance Services LLC 401(K) Profit Sharing Plan-17$3,980,210$634,903$37,347iApproximate average salary by contribution assumption: employee only about $933,681 at 4% or $622,454 at 6%; with 50% employer match about $622,454 at 4% or $414,969 at 6%; with 100% employer match about $466,840 at 4% or $311,227 at 6%.