Civic Intelligence

Oracle Financial Group LLC

Plan context: Oracle Financial Group LLC 401(K) Profit Sharing Plan

EIN 90-0612877 • Depew, NY • 12 filings • 3 plans

3332 Walden AveSuite 112Depew, NY 14043
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$317,164

2024 Contributions

$24,762

Historical Graphs

Total Assets Over Time

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

$317,164$158,582$0201320182023YearValue
$317,164Latest year 2023

Participants Over Time

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

1580201320182023YearValue
5Latest year 2023

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
202410$0$0-
Oracle Financial Group LLC 401(K) Profit Sharing Plan-0$0$0-
202315$317,164$24,762$4,952iApproximate average salary by contribution assumption: employee only about $123,810 at 4% or $82,540 at 6%; with 50% employer match about $82,540 at 4% or $55,027 at 6%; with 100% employer match about $61,905 at 4% or $41,270 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-5$317,164$24,762$4,952iApproximate average salary by contribution assumption: employee only about $123,810 at 4% or $82,540 at 6%; with 50% employer match about $82,540 at 4% or $55,027 at 6%; with 100% employer match about $61,905 at 4% or $41,270 at 6%.
202216$265,653$29,642$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-6$265,653$29,642$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
2021110$305,301$35,420$3,542iApproximate average salary by contribution assumption: employee only about $88,550 at 4% or $59,033 at 6%; with 50% employer match about $59,033 at 4% or $39,356 at 6%; with 100% employer match about $44,275 at 4% or $29,517 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-10$305,301$35,420$3,542iApproximate average salary by contribution assumption: employee only about $88,550 at 4% or $59,033 at 6%; with 50% employer match about $59,033 at 4% or $39,356 at 6%; with 100% employer match about $44,275 at 4% or $29,517 at 6%.
202019$232,563$19,939$2,215iApproximate average salary by contribution assumption: employee only about $55,386 at 4% or $36,924 at 6%; with 50% employer match about $36,924 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-9$232,563$19,939$2,215iApproximate average salary by contribution assumption: employee only about $55,386 at 4% or $36,924 at 6%; with 50% employer match about $36,924 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%.
2019111$201,209$34,938$3,176iApproximate average salary by contribution assumption: employee only about $79,405 at 4% or $52,936 at 6%; with 50% employer match about $52,936 at 4% or $35,291 at 6%; with 100% employer match about $39,702 at 4% or $26,468 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-11$201,209$34,938$3,176iApproximate average salary by contribution assumption: employee only about $79,405 at 4% or $52,936 at 6%; with 50% employer match about $52,936 at 4% or $35,291 at 6%; with 100% employer match about $39,702 at 4% or $26,468 at 6%.
2018115$138,862$35,573$2,372iApproximate average salary by contribution assumption: employee only about $59,288 at 4% or $39,526 at 6%; with 50% employer match about $39,526 at 4% or $26,350 at 6%; with 100% employer match about $29,644 at 4% or $19,763 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-15$138,862$35,573$2,372iApproximate average salary by contribution assumption: employee only about $59,288 at 4% or $39,526 at 6%; with 50% employer match about $39,526 at 4% or $26,350 at 6%; with 100% employer match about $29,644 at 4% or $19,763 at 6%.
2017111$136,753$31,472$2,861iApproximate average salary by contribution assumption: employee only about $71,527 at 4% or $47,685 at 6%; with 50% employer match about $47,685 at 4% or $31,790 at 6%; with 100% employer match about $35,764 at 4% or $23,842 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-11$136,753$31,472$2,861iApproximate average salary by contribution assumption: employee only about $71,527 at 4% or $47,685 at 6%; with 50% employer match about $47,685 at 4% or $31,790 at 6%; with 100% employer match about $35,764 at 4% or $23,842 at 6%.
201618$89,654$25,351$3,169iApproximate average salary by contribution assumption: employee only about $79,222 at 4% or $52,815 at 6%; with 50% employer match about $52,815 at 4% or $35,210 at 6%; with 100% employer match about $39,611 at 4% or $26,407 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-8$89,654$25,351$3,169iApproximate average salary by contribution assumption: employee only about $79,222 at 4% or $52,815 at 6%; with 50% employer match about $52,815 at 4% or $35,210 at 6%; with 100% employer match about $39,611 at 4% or $26,407 at 6%.
201517$57,740$28,892$4,127iApproximate average salary by contribution assumption: employee only about $103,186 at 4% or $68,790 at 6%; with 50% employer match about $68,790 at 4% or $45,860 at 6%; with 100% employer match about $51,593 at 4% or $34,395 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-7$57,740$28,892$4,127iApproximate average salary by contribution assumption: employee only about $103,186 at 4% or $68,790 at 6%; with 50% employer match about $68,790 at 4% or $45,860 at 6%; with 100% employer match about $51,593 at 4% or $34,395 at 6%.
201414$34,288$21,971$5,493iApproximate average salary by contribution assumption: employee only about $137,319 at 4% or $91,546 at 6%; with 50% employer match about $91,546 at 4% or $61,031 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-4$34,288$21,971$5,493iApproximate average salary by contribution assumption: employee only about $137,319 at 4% or $91,546 at 6%; with 50% employer match about $91,546 at 4% or $61,031 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%.
201314$12,241$13,929$3,482iApproximate average salary by contribution assumption: employee only about $87,056 at 4% or $58,038 at 6%; with 50% employer match about $58,038 at 4% or $38,692 at 6%; with 100% employer match about $43,528 at 4% or $29,019 at 6%.
Oracle Financial Group LLC 401(K) Profit Sharing Plan-4$12,241$13,929$3,482iApproximate average salary by contribution assumption: employee only about $87,056 at 4% or $58,038 at 6%; with 50% employer match about $58,038 at 4% or $38,692 at 6%; with 100% employer match about $43,528 at 4% or $29,019 at 6%.