Spring Oaks Capital
Plan context: Spring Oaks Capital 401(K) Plan
EIN 84-2869830 • Chesapeake, VA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
290
2024 Assets
$4,092,019
2024 Contributions
$2,076,607
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 | 1 | 290 | $4,092,019 | $2,076,607 | $7,161iApproximate average salary by contribution assumption: employee only about $179,018 at 4% or $119,345 at 6%; with 50% employer match about $119,345 at 4% or $79,563 at 6%; with 100% employer match about $89,509 at 4% or $59,673 at 6%. |
| Spring Oaks Capital 401(K) Plan | - | 290 | $4,092,019 | $2,076,607 | $7,161iApproximate average salary by contribution assumption: employee only about $179,018 at 4% or $119,345 at 6%; with 50% employer match about $119,345 at 4% or $79,563 at 6%; with 100% employer match about $89,509 at 4% or $59,673 at 6%. |
| 2023 | 1 | 229 | $2,592,207 | $1,751,731 | $7,649iApproximate average salary by contribution assumption: employee only about $191,237 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,619 at 4% or $63,746 at 6%. |
| Spring Oaks Capital 401(K) Plan | - | 229 | $2,592,207 | $1,751,731 | $7,649iApproximate average salary by contribution assumption: employee only about $191,237 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,619 at 4% or $63,746 at 6%. |
| 2022 | 1 | 219 | $1,110,825 | $1,246,648 | $5,692iApproximate average salary by contribution assumption: employee only about $142,311 at 4% or $94,874 at 6%; with 50% employer match about $94,874 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,437 at 6%. |
| Spring Oaks Capital 401(K) Plan | - | 219 | $1,110,825 | $1,246,648 | $5,692iApproximate average salary by contribution assumption: employee only about $142,311 at 4% or $94,874 at 6%; with 50% employer match about $94,874 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,437 at 6%. |
| 2021 | 1 | 67 | $186,423 | $183,371 | $2,737iApproximate average salary by contribution assumption: employee only about $68,422 at 4% or $45,615 at 6%; with 50% employer match about $45,615 at 4% or $30,410 at 6%; with 100% employer match about $34,211 at 4% or $22,807 at 6%. |
| Spring Oaks Capital 401(K) Plan | - | 67 | $186,423 | $183,371 | $2,737iApproximate average salary by contribution assumption: employee only about $68,422 at 4% or $45,615 at 6%; with 50% employer match about $45,615 at 4% or $30,410 at 6%; with 100% employer match about $34,211 at 4% or $22,807 at 6%. |