Civic Intelligence

Sierra Oak Insurance Inc.

Plan context: Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan

EIN 68-0444097 • Sacramento, CA • 11 filings • 1 plans

9700 Business Park Drive, Suite 104Sacramento, CA 95827-1717
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,460,063

2024 Contributions

$268,035

Historical Graphs

Total Assets Over Time

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

$6,680,525$3,340,263$0201420192024YearValue
$4,460,063Latest year 2024

Participants Over Time

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

48240201420192024YearValue
20Latest 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
2024120$4,460,063$268,035$13,402iApproximate average salary by contribution assumption: employee only about $335,044 at 4% or $223,363 at 6%; with 50% employer match about $223,363 at 4% or $148,908 at 6%; with 100% employer match about $167,522 at 4% or $111,681 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-20$4,460,063$268,035$13,402iApproximate average salary by contribution assumption: employee only about $335,044 at 4% or $223,363 at 6%; with 50% employer match about $223,363 at 4% or $148,908 at 6%; with 100% employer match about $167,522 at 4% or $111,681 at 6%.
2023121$3,898,682$239,468$11,403iApproximate average salary by contribution assumption: employee only about $285,081 at 4% or $190,054 at 6%; with 50% employer match about $190,054 at 4% or $126,703 at 6%; with 100% employer match about $142,540 at 4% or $95,027 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-21$3,898,682$239,468$11,403iApproximate average salary by contribution assumption: employee only about $285,081 at 4% or $190,054 at 6%; with 50% employer match about $190,054 at 4% or $126,703 at 6%; with 100% employer match about $142,540 at 4% or $95,027 at 6%.
2022121$3,278,768$206,971$9,856iApproximate average salary by contribution assumption: employee only about $246,394 at 4% or $164,263 at 6%; with 50% employer match about $164,263 at 4% or $109,508 at 6%; with 100% employer match about $123,197 at 4% or $82,131 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-21$3,278,768$206,971$9,856iApproximate average salary by contribution assumption: employee only about $246,394 at 4% or $164,263 at 6%; with 50% employer match about $164,263 at 4% or $109,508 at 6%; with 100% employer match about $123,197 at 4% or $82,131 at 6%.
2021120$3,505,621$196,585$9,829iApproximate average salary by contribution assumption: employee only about $245,731 at 4% or $163,821 at 6%; with 50% employer match about $163,821 at 4% or $109,214 at 6%; with 100% employer match about $122,866 at 4% or $81,910 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-20$3,505,621$196,585$9,829iApproximate average salary by contribution assumption: employee only about $245,731 at 4% or $163,821 at 6%; with 50% employer match about $163,821 at 4% or $109,214 at 6%; with 100% employer match about $122,866 at 4% or $81,910 at 6%.
2020148$6,680,525$156,443$3,259iApproximate average salary by contribution assumption: employee only about $81,481 at 4% or $54,320 at 6%; with 50% employer match about $54,320 at 4% or $36,214 at 6%; with 100% employer match about $40,740 at 4% or $27,160 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-48$6,680,525$156,443$3,259iApproximate average salary by contribution assumption: employee only about $81,481 at 4% or $54,320 at 6%; with 50% employer match about $54,320 at 4% or $36,214 at 6%; with 100% employer match about $40,740 at 4% or $27,160 at 6%.
2019123$2,671,548$200,050$8,698iApproximate average salary by contribution assumption: employee only about $217,446 at 4% or $144,964 at 6%; with 50% employer match about $144,964 at 4% or $96,643 at 6%; with 100% employer match about $108,723 at 4% or $72,482 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-23$2,671,548$200,050$8,698iApproximate average salary by contribution assumption: employee only about $217,446 at 4% or $144,964 at 6%; with 50% employer match about $144,964 at 4% or $96,643 at 6%; with 100% employer match about $108,723 at 4% or $72,482 at 6%.
2018121$2,178,375$186,206$8,867iApproximate average salary by contribution assumption: employee only about $221,674 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,837 at 4% or $73,891 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-21$2,178,375$186,206$8,867iApproximate average salary by contribution assumption: employee only about $221,674 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,837 at 4% or $73,891 at 6%.
2017118$2,090,900$174,748$9,708iApproximate average salary by contribution assumption: employee only about $242,706 at 4% or $161,804 at 6%; with 50% employer match about $161,804 at 4% or $107,869 at 6%; with 100% employer match about $121,353 at 4% or $80,902 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-18$2,090,900$174,748$9,708iApproximate average salary by contribution assumption: employee only about $242,706 at 4% or $161,804 at 6%; with 50% employer match about $161,804 at 4% or $107,869 at 6%; with 100% employer match about $121,353 at 4% or $80,902 at 6%.
2016116$1,674,310$153,150$9,572iApproximate average salary by contribution assumption: employee only about $239,297 at 4% or $159,531 at 6%; with 50% employer match about $159,531 at 4% or $106,354 at 6%; with 100% employer match about $119,648 at 4% or $79,766 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-16$1,674,310$153,150$9,572iApproximate average salary by contribution assumption: employee only about $239,297 at 4% or $159,531 at 6%; with 50% employer match about $159,531 at 4% or $106,354 at 6%; with 100% employer match about $119,648 at 4% or $79,766 at 6%.
2015121$1,445,003$156,738$7,464iApproximate average salary by contribution assumption: employee only about $186,593 at 4% or $124,395 at 6%; with 50% employer match about $124,395 at 4% or $82,930 at 6%; with 100% employer match about $93,296 at 4% or $62,198 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-21$1,445,003$156,738$7,464iApproximate average salary by contribution assumption: employee only about $186,593 at 4% or $124,395 at 6%; with 50% employer match about $124,395 at 4% or $82,930 at 6%; with 100% employer match about $93,296 at 4% or $62,198 at 6%.
2014120$1,256,370$103,582$5,179iApproximate average salary by contribution assumption: employee only about $129,478 at 4% or $86,318 at 6%; with 50% employer match about $86,318 at 4% or $57,546 at 6%; with 100% employer match about $64,739 at 4% or $43,159 at 6%.
Sierra Oak Insurance Inc. 401(K) Profit Sharing Plan-20$1,256,370$103,582$5,179iApproximate average salary by contribution assumption: employee only about $129,478 at 4% or $86,318 at 6%; with 50% employer match about $86,318 at 4% or $57,546 at 6%; with 100% employer match about $64,739 at 4% or $43,159 at 6%.