Rock Oak Capital Partners
Plan context: Rock Oak Services Group LLC 401(K) Profit Sharing Plan
EIN 82-4991820 • 14 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
348
2024 Assets
$4,415,543
2024 Contributions
$755,537
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 348 | $4,415,543 | $755,537 | $2,171iApproximate average salary by contribution assumption: employee only about $54,277 at 4% or $36,185 at 6%; with 50% employer match about $36,185 at 4% or $24,123 at 6%; with 100% employer match about $27,139 at 4% or $18,092 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 329 | $4,415,543 | $755,537 | $2,296iApproximate average salary by contribution assumption: employee only about $57,412 at 4% or $38,274 at 6%; with 50% employer match about $38,274 at 4% or $25,516 at 6%; with 100% employer match about $28,706 at 4% or $19,137 at 6%. |
| Rock Oak Capital Partners Employee Benefits Plan | - | 348 | - | - | - |
| 2023 | 2 | 236 | $3,680,368 | $786,258 | $3,332iApproximate average salary by contribution assumption: employee only about $83,290 at 4% or $55,527 at 6%; with 50% employer match about $55,527 at 4% or $37,018 at 6%; with 100% employer match about $41,645 at 4% or $27,763 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 236 | $3,680,368 | $786,258 | $3,332iApproximate average salary by contribution assumption: employee only about $83,290 at 4% or $55,527 at 6%; with 50% employer match about $55,527 at 4% or $37,018 at 6%; with 100% employer match about $41,645 at 4% or $27,763 at 6%. |
| Rock Oak Capital Partners Employee Benefits Plan | - | 226 | - | - | - |
| 2022 | 2 | 265 | $2,682,846 | $683,276 | $2,578iApproximate average salary by contribution assumption: employee only about $64,460 at 4% or $42,973 at 6%; with 50% employer match about $42,973 at 4% or $28,649 at 6%; with 100% employer match about $32,230 at 4% or $21,487 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 265 | $2,682,846 | $683,276 | $2,578iApproximate average salary by contribution assumption: employee only about $64,460 at 4% or $42,973 at 6%; with 50% employer match about $42,973 at 4% or $28,649 at 6%; with 100% employer match about $32,230 at 4% or $21,487 at 6%. |
| Rock Oak Capital Partners Employee Benefits Plan | - | 221 | - | - | - |
| 2021 | 2 | 282 | $3,056,813 | $723,380 | $2,565iApproximate average salary by contribution assumption: employee only about $64,129 at 4% or $42,753 at 6%; with 50% employer match about $42,753 at 4% or $28,502 at 6%; with 100% employer match about $32,065 at 4% or $21,376 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 282 | $3,056,813 | $723,380 | $2,565iApproximate average salary by contribution assumption: employee only about $64,129 at 4% or $42,753 at 6%; with 50% employer match about $42,753 at 4% or $28,502 at 6%; with 100% employer match about $32,065 at 4% or $21,376 at 6%. |
| Rock Oak Capital Partners Employee Benefits Plan | - | 222 | - | - | - |
| 2020 | 2 | 262 | $2,597,976 | $955,636 | $3,647iApproximate average salary by contribution assumption: employee only about $91,187 at 4% or $60,791 at 6%; with 50% employer match about $60,791 at 4% or $40,527 at 6%; with 100% employer match about $45,593 at 4% or $30,396 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 262 | $2,597,976 | $955,636 | $3,647iApproximate average salary by contribution assumption: employee only about $91,187 at 4% or $60,791 at 6%; with 50% employer match about $60,791 at 4% or $40,527 at 6%; with 100% employer match about $45,593 at 4% or $30,396 at 6%. |
| Rock Oak Capital Partners Employee Benefits Plan | - | 232 | - | - | - |
| 2019 | 4 | 224 | $1,647,017 | $1,593,958 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,949 at 4% or $59,299 at 6%. |
| Rock Oak Services Group LLC 401(K) Profit Sharing Plan | - | 224 | $1,647,017 | $1,593,958 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,949 at 4% or $59,299 at 6%. |
| ROCK OAK SERVICES GROUP LTD | - | 210 | - | - | - |
| ROCK OAK SERVICES GROUP DENTAL | - | 117 | - | - | - |
| Rock Oak Capital Partners Employee Benefits Plan | - | 210 | - | - | - |