Oak Branch Advisors LLC
Plan context: Oak Branch Advisors 401(K) Plan
EIN 82-3391798 • Danbury, CT • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$989,324
2025 Contributions
$146,234
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 | 15 | $989,324 | $146,234 | $9,749iApproximate average salary by contribution assumption: employee only about $243,723 at 4% or $162,482 at 6%; with 50% employer match about $162,482 at 4% or $108,321 at 6%; with 100% employer match about $121,862 at 4% or $81,241 at 6%. |
| Oak Branch Advisors 401(K) Plan | - | 15 | $989,324 | $146,234 | $9,749iApproximate average salary by contribution assumption: employee only about $243,723 at 4% or $162,482 at 6%; with 50% employer match about $162,482 at 4% or $108,321 at 6%; with 100% employer match about $121,862 at 4% or $81,241 at 6%. |
| 2024 | 1 | 13 | $1,279,285 | $66,325 | $5,102iApproximate average salary by contribution assumption: employee only about $127,548 at 4% or $85,032 at 6%; with 50% employer match about $85,032 at 4% or $56,688 at 6%; with 100% employer match about $63,774 at 4% or $42,516 at 6%. |
| Oak Branch Advisors 401(K) Plan | - | 13 | $1,279,285 | $66,325 | $5,102iApproximate average salary by contribution assumption: employee only about $127,548 at 4% or $85,032 at 6%; with 50% employer match about $85,032 at 4% or $56,688 at 6%; with 100% employer match about $63,774 at 4% or $42,516 at 6%. |
| 2023 | 1 | 14 | $1,076,220 | $63,475 | $4,534iApproximate average salary by contribution assumption: employee only about $113,348 at 4% or $75,565 at 6%; with 50% employer match about $75,565 at 4% or $50,377 at 6%; with 100% employer match about $56,674 at 4% or $37,783 at 6%. |
| Oak Branch Advisors 401(K) Plan | - | 14 | $1,076,220 | $63,475 | $4,534iApproximate average salary by contribution assumption: employee only about $113,348 at 4% or $75,565 at 6%; with 50% employer match about $75,565 at 4% or $50,377 at 6%; with 100% employer match about $56,674 at 4% or $37,783 at 6%. |
| 2019 | 1 | 19 | $850,148 | $140,831 | $7,412iApproximate average salary by contribution assumption: employee only about $185,304 at 4% or $123,536 at 6%; with 50% employer match about $123,536 at 4% or $82,357 at 6%; with 100% employer match about $92,652 at 4% or $61,768 at 6%. |
| Oak Branch Advisors 401(K) Plan | - | 19 | $850,148 | $140,831 | $7,412iApproximate average salary by contribution assumption: employee only about $185,304 at 4% or $123,536 at 6%; with 50% employer match about $123,536 at 4% or $82,357 at 6%; with 100% employer match about $92,652 at 4% or $61,768 at 6%. |