Civic Intelligence

TRI-OAK FINANCIAL, LLC

Plan context: TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

EIN 92-2940873 • Dublin, OH • 4 filings • 2 plans

5747 Perimeter Drive, Suite 240Dublin, OH 43017
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,443,919

2025 Contributions

$307,316

Historical Graphs

Total Assets Over Time

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

$1,443,919$721,960$0202320242025YearValue
$1,443,919Latest year 2025

Participants Over Time

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

1050202320242025YearValue
10Latest year 2025

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
2025110$1,443,919$307,316$30,732iApproximate average salary by contribution assumption: employee only about $768,290 at 4% or $512,193 at 6%; with 50% employer match about $512,193 at 4% or $341,462 at 6%; with 100% employer match about $384,145 at 4% or $256,097 at 6%.
TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN-10$1,443,919$307,316$30,732iApproximate average salary by contribution assumption: employee only about $768,290 at 4% or $512,193 at 6%; with 50% employer match about $512,193 at 4% or $341,462 at 6%; with 100% employer match about $384,145 at 4% or $256,097 at 6%.
202429$1,160,812$321,633$35,737iApproximate average salary by contribution assumption: employee only about $893,425 at 4% or $595,617 at 6%; with 50% employer match about $595,617 at 4% or $397,078 at 6%; with 100% employer match about $446,713 at 4% or $297,808 at 6%.
TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN-9$1,160,171$258,382$28,709iApproximate average salary by contribution assumption: employee only about $717,728 at 4% or $478,485 at 6%; with 50% employer match about $478,485 at 4% or $318,990 at 6%; with 100% employer match about $358,864 at 4% or $239,243 at 6%.
TRI-OAK SOCA BENEFIT PLAN-8$641$63,251$7,906iApproximate average salary by contribution assumption: employee only about $197,659 at 4% or $131,773 at 6%; with 50% employer match about $131,773 at 4% or $87,849 at 6%; with 100% employer match about $98,830 at 4% or $65,886 at 6%.
202317$736,864$1,178,595$168,371iApproximate average salary by contribution assumption: employee only about $4,209,268 at 4% or $2,806,179 at 6%; with 50% employer match about $2,806,179 at 4% or $1,870,786 at 6%; with 100% employer match about $2,104,634 at 4% or $1,403,089 at 6%.
TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN-7$736,864$1,178,595$168,371iApproximate average salary by contribution assumption: employee only about $4,209,268 at 4% or $2,806,179 at 6%; with 50% employer match about $2,806,179 at 4% or $1,870,786 at 6%; with 100% employer match about $2,104,634 at 4% or $1,403,089 at 6%.