White Oak Wealth Management LLC
Plan context: White Oak Wealth Management 401(K) Plan
EIN 81-2671967 • Columbia, MD • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,633,281
2025 Contributions
$57,221
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $1,633,281 | $57,221 | $19,074iApproximate average salary by contribution assumption: employee only about $476,842 at 4% or $317,894 at 6%; with 50% employer match about $317,894 at 4% or $211,930 at 6%; with 100% employer match about $238,421 at 4% or $158,947 at 6%. |
| White Oak Wealth Management 401(K) Plan | - | 3 | $1,633,281 | $57,221 | $19,074iApproximate average salary by contribution assumption: employee only about $476,842 at 4% or $317,894 at 6%; with 50% employer match about $317,894 at 4% or $211,930 at 6%; with 100% employer match about $238,421 at 4% or $158,947 at 6%. |
| 2024 | 1 | 2 | $1,465,948 | $49,133 | $24,567iApproximate average salary by contribution assumption: employee only about $614,163 at 4% or $409,442 at 6%; with 50% employer match about $409,442 at 4% or $272,961 at 6%; with 100% employer match about $307,081 at 4% or $204,721 at 6%. |
| White Oak Wealth Management 401(K) Plan | - | 2 | $1,465,948 | $49,133 | $24,567iApproximate average salary by contribution assumption: employee only about $614,163 at 4% or $409,442 at 6%; with 50% employer match about $409,442 at 4% or $272,961 at 6%; with 100% employer match about $307,081 at 4% or $204,721 at 6%. |
| 2023 | 1 | 2 | $1,182,898 | $43,800 | $21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%. |
| White Oak Wealth Management 401(K) Plan | - | 2 | $1,182,898 | $43,800 | $21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%. |
| 2022 | 1 | 2 | $861,555 | $1,078,947 | $539,474iApproximate average salary by contribution assumption: employee only about $13,486,838 at 4% or $8,991,225 at 6%; with 50% employer match about $8,991,225 at 4% or $5,994,150 at 6%; with 100% employer match about $6,743,419 at 4% or $4,495,613 at 6%. |
| White Oak Wealth Management 401(K) Plan | - | 2 | $861,555 | $1,078,947 | $539,474iApproximate average salary by contribution assumption: employee only about $13,486,838 at 4% or $8,991,225 at 6%; with 50% employer match about $8,991,225 at 4% or $5,994,150 at 6%; with 100% employer match about $6,743,419 at 4% or $4,495,613 at 6%. |
| 2021 | 1 | 2 | $5,608 | $5,971 | $2,986iApproximate average salary by contribution assumption: employee only about $74,638 at 4% or $49,758 at 6%; with 50% employer match about $49,758 at 4% or $33,172 at 6%; with 100% employer match about $37,319 at 4% or $24,879 at 6%. |
| White Oak Wealth Management 401(K) Plan | - | 2 | $5,608 | $5,971 | $2,986iApproximate average salary by contribution assumption: employee only about $74,638 at 4% or $49,758 at 6%; with 50% employer match about $49,758 at 4% or $33,172 at 6%; with 100% employer match about $37,319 at 4% or $24,879 at 6%. |