Civic Intelligence

South Oxford Management LLC

Plan context: South Oxford Management LLC 401(K) Plan

EIN 81-4282539 • 21 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

491

2024 Assets

$19,308,295

2024 Contributions

$3,717,071

Historical Graphs

Total Assets Over Time

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

$19,308,295$9,654,148$0201720212024YearValue
$19,308,295Latest year 2024

Participants Over Time

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

5072540201720212024YearValue
491Latest 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
20242491$19,308,295$3,717,071$7,570iApproximate average salary by contribution assumption: employee only about $189,260 at 4% or $126,173 at 6%; with 50% employer match about $126,173 at 4% or $84,116 at 6%; with 100% employer match about $94,630 at 4% or $63,087 at 6%.
South Oxford Management LLC 401(K) Plan-433$19,308,295$3,717,071$8,584iApproximate average salary by contribution assumption: employee only about $214,611 at 4% or $143,074 at 6%; with 50% employer match about $143,074 at 4% or $95,383 at 6%; with 100% employer match about $107,306 at 4% or $71,537 at 6%.
South Oxford Management Benefit Plan-491---
20232438$15,617,537$3,601,614$8,223iApproximate average salary by contribution assumption: employee only about $205,572 at 4% or $137,048 at 6%; with 50% employer match about $137,048 at 4% or $91,365 at 6%; with 100% employer match about $102,786 at 4% or $68,524 at 6%.
South Oxford Management LLC 401(K) Plan-420$15,617,537$3,601,614$8,575iApproximate average salary by contribution assumption: employee only about $214,382 at 4% or $142,921 at 6%; with 50% employer match about $142,921 at 4% or $95,281 at 6%; with 100% employer match about $107,191 at 4% or $71,461 at 6%.
South Oxford Management Benefit Plan-438---
20222507$12,326,422$3,402,425$6,711iApproximate average salary by contribution assumption: employee only about $167,772 at 4% or $111,848 at 6%; with 50% employer match about $111,848 at 4% or $74,566 at 6%; with 100% employer match about $83,886 at 4% or $55,924 at 6%.
South Oxford Management LLC 401(K) Plan-419$12,326,422$3,402,425$8,120iApproximate average salary by contribution assumption: employee only about $203,009 at 4% or $135,339 at 6%; with 50% employer match about $135,339 at 4% or $90,226 at 6%; with 100% employer match about $101,504 at 4% or $67,670 at 6%.
South Oxford Management Benefit Plan-507---
20212422$12,853,330$4,206,338$9,968iApproximate average salary by contribution assumption: employee only about $249,191 at 4% or $166,127 at 6%; with 50% employer match about $166,127 at 4% or $110,751 at 6%; with 100% employer match about $124,595 at 4% or $83,064 at 6%.
South Oxford Management LLC 401(K) Plan-386$12,853,330$4,206,338$10,897iApproximate average salary by contribution assumption: employee only about $272,431 at 4% or $181,621 at 6%; with 50% employer match about $181,621 at 4% or $121,081 at 6%; with 100% employer match about $136,216 at 4% or $90,810 at 6%.
South Oxford Management Benefit Plan-422---
20202427$8,452,532$2,468,495$5,781iApproximate average salary by contribution assumption: employee only about $144,525 at 4% or $96,350 at 6%; with 50% employer match about $96,350 at 4% or $64,234 at 6%; with 100% employer match about $72,263 at 4% or $48,175 at 6%.
South Oxford Management LLC 401(K) Plan-421$8,452,532$2,468,495$5,863iApproximate average salary by contribution assumption: employee only about $146,585 at 4% or $97,723 at 6%; with 50% employer match about $97,723 at 4% or $65,149 at 6%; with 100% employer match about $73,293 at 4% or $48,862 at 6%.
South Oxford Management Benefit Plan-427---
20192396$5,722,322$2,116,080$5,344iApproximate average salary by contribution assumption: employee only about $133,591 at 4% or $89,061 at 6%; with 50% employer match about $89,061 at 4% or $59,374 at 6%; with 100% employer match about $66,795 at 4% or $44,530 at 6%.
South Oxford Management LLC 401(K) Plan-371$5,722,322$2,116,080$5,704iApproximate average salary by contribution assumption: employee only about $142,593 at 4% or $95,062 at 6%; with 50% employer match about $95,062 at 4% or $63,375 at 6%; with 100% employer match about $71,296 at 4% or $47,531 at 6%.
South Oxford Management Benefit Plan-396---
20182337$3,353,450$1,345,243$3,992iApproximate average salary by contribution assumption: employee only about $99,795 at 4% or $66,530 at 6%; with 50% employer match about $66,530 at 4% or $44,354 at 6%; with 100% employer match about $49,898 at 4% or $33,265 at 6%.
South Oxford Management LLC 401(K) Plan-334$3,353,450$1,345,243$4,028iApproximate average salary by contribution assumption: employee only about $100,692 at 4% or $67,128 at 6%; with 50% employer match about $67,128 at 4% or $44,752 at 6%; with 100% employer match about $50,346 at 4% or $33,564 at 6%.
South Oxford Management Benefit Plan-337---
20177412$2,664,442$2,710,694$6,579iApproximate average salary by contribution assumption: employee only about $164,484 at 4% or $109,656 at 6%; with 50% employer match about $109,656 at 4% or $73,104 at 6%; with 100% employer match about $82,242 at 4% or $54,828 at 6%.
South Oxford Management LLC 401(K) Plan-412$2,664,442$2,710,694$6,579iApproximate average salary by contribution assumption: employee only about $164,484 at 4% or $109,656 at 6%; with 50% employer match about $109,656 at 4% or $73,104 at 6%; with 100% employer match about $82,242 at 4% or $54,828 at 6%.
SOUTH OXFORD MANAGEMENT LLC MEDICAL BENEFIT PLAN-0---
SOUTH OXFORD MANAGEMENT LLC DENTAL BENEFIT PLAN-0---
SOUTH OXFORD MANAGEMENT LLC VISION BENEFIT PLAN-0---
SOUTH OXFORD MANAGEMENT LLC LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFIT PLAN-0---
SOUTH OXFORD MANAGEMENT LLC DISABILITY BENEFIT PLAN-0---
SOUTH OXFORD MANAGEMENT LLC EMPLOYEE ASSISTANCE PLAN-0---