Civic Intelligence

Sierra Oaks Capital Inc.

Plan context: Sierra Oaks Capital Inc. 401(K) Plan

EIN 92-3344863 • 2 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$344,124

2024 Contributions

$36,023

Historical Graphs

Total Assets Over Time

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

$537,852$268,926$020232024YearValue
$344,124Latest year 2024

Participants Over Time

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

189020232024YearValue
18Latest year 2024

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
2024118$344,124$36,023$2,001iApproximate average salary by contribution assumption: employee only about $50,032 at 4% or $33,355 at 6%; with 50% employer match about $33,355 at 4% or $22,236 at 6%; with 100% employer match about $25,016 at 4% or $16,677 at 6%.
Sierra Oaks Capital Inc. 401(K) Plan-18$344,124$36,023$2,001iApproximate average salary by contribution assumption: employee only about $50,032 at 4% or $33,355 at 6%; with 50% employer match about $33,355 at 4% or $22,236 at 6%; with 100% employer match about $25,016 at 4% or $16,677 at 6%.
202311$537,852$673,484$673,484iApproximate average salary by contribution assumption: employee only about $16,837,100 at 4% or $11,224,733 at 6%; with 50% employer match about $11,224,733 at 4% or $7,483,156 at 6%; with 100% employer match about $8,418,550 at 4% or $5,612,367 at 6%.
Sierra Oaks Capital Inc. 401(K) Plan-1$537,852$673,484$673,484iApproximate average salary by contribution assumption: employee only about $16,837,100 at 4% or $11,224,733 at 6%; with 50% employer match about $11,224,733 at 4% or $7,483,156 at 6%; with 100% employer match about $8,418,550 at 4% or $5,612,367 at 6%.