Civic Intelligence

Blue Oak Capital LLC

Plan context: Blue Oak Capital LLC Cash Balance Plan

EIN 94-3327702 • Menlo Park, CA • 26 filings • 2 plans

3000 Sand Hill RoadBldg 1, Ste 205Menlo Park, CA 94025
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$9,187,672

2024 Contributions

$1,936,331

Historical Graphs

Total Assets Over Time

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

$9,187,672$4,593,836$0201020172023YearValue
$9,187,672Latest year 2023

Participants Over Time

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

320201020172023YearValue
3Latest 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
202420$0$1,936,331-
Blue Oak Capital LLC Cash Balance Plan-0$0$1,849,581-
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-0$0$86,750-
202323$9,187,672$595,100$198,367iApproximate average salary by contribution assumption: employee only about $4,959,167 at 4% or $3,306,111 at 6%; with 50% employer match about $3,306,111 at 4% or $2,204,074 at 6%; with 100% employer match about $2,479,583 at 4% or $1,653,056 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$5,315,606$473,000$157,667iApproximate average salary by contribution assumption: employee only about $3,941,667 at 4% or $2,627,778 at 6%; with 50% employer match about $2,627,778 at 4% or $1,751,852 at 6%; with 100% employer match about $1,970,833 at 4% or $1,313,889 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$3,872,066$122,100$40,700iApproximate average salary by contribution assumption: employee only about $1,017,500 at 4% or $678,333 at 6%; with 50% employer match about $678,333 at 4% or $452,222 at 6%; with 100% employer match about $508,750 at 4% or $339,167 at 6%.
202223$8,101,744$867,179$289,060iApproximate average salary by contribution assumption: employee only about $7,226,492 at 4% or $4,817,661 at 6%; with 50% employer match about $4,817,661 at 4% or $3,211,774 at 6%; with 100% employer match about $3,613,246 at 4% or $2,408,831 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$4,581,088$756,079$252,026iApproximate average salary by contribution assumption: employee only about $6,300,658 at 4% or $4,200,439 at 6%; with 50% employer match about $4,200,439 at 4% or $2,800,293 at 6%; with 100% employer match about $3,150,329 at 4% or $2,100,219 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$3,520,656$111,100$37,033iApproximate average salary by contribution assumption: employee only about $925,833 at 4% or $617,222 at 6%; with 50% employer match about $617,222 at 4% or $411,481 at 6%; with 100% employer match about $462,917 at 4% or $308,611 at 6%.
202123$8,712,993$604,300$201,433iApproximate average salary by contribution assumption: employee only about $5,035,833 at 4% or $3,357,222 at 6%; with 50% employer match about $3,357,222 at 4% or $2,238,148 at 6%; with 100% employer match about $2,517,917 at 4% or $1,678,611 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$4,709,832$498,000$166,000iApproximate average salary by contribution assumption: employee only about $4,150,000 at 4% or $2,766,667 at 6%; with 50% employer match about $2,766,667 at 4% or $1,844,444 at 6%; with 100% employer match about $2,075,000 at 4% or $1,383,333 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$4,003,161$106,300$35,433iApproximate average salary by contribution assumption: employee only about $885,833 at 4% or $590,556 at 6%; with 50% employer match about $590,556 at 4% or $393,704 at 6%; with 100% employer match about $442,917 at 4% or $295,278 at 6%.
202023$7,216,151$553,200$184,400iApproximate average salary by contribution assumption: employee only about $4,610,000 at 4% or $3,073,333 at 6%; with 50% employer match about $3,073,333 at 4% or $2,048,889 at 6%; with 100% employer match about $2,305,000 at 4% or $1,536,667 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$3,994,629$448,000$149,333iApproximate average salary by contribution assumption: employee only about $3,733,333 at 4% or $2,488,889 at 6%; with 50% employer match about $2,488,889 at 4% or $1,659,259 at 6%; with 100% employer match about $1,866,667 at 4% or $1,244,444 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$3,221,522$105,200$35,067iApproximate average salary by contribution assumption: employee only about $876,667 at 4% or $584,444 at 6%; with 50% employer match about $584,444 at 4% or $389,630 at 6%; with 100% employer match about $438,333 at 4% or $292,222 at 6%.
201923$6,525,285$557,650$185,883iApproximate average salary by contribution assumption: employee only about $4,647,083 at 4% or $3,098,056 at 6%; with 50% employer match about $3,098,056 at 4% or $2,065,370 at 6%; with 100% employer match about $2,323,542 at 4% or $1,549,028 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$3,287,777$455,000$151,667iApproximate average salary by contribution assumption: employee only about $3,791,667 at 4% or $2,527,778 at 6%; with 50% employer match about $2,527,778 at 4% or $1,685,185 at 6%; with 100% employer match about $1,895,833 at 4% or $1,263,889 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$3,237,508$102,650$34,217iApproximate average salary by contribution assumption: employee only about $855,417 at 4% or $570,278 at 6%; with 50% employer match about $570,278 at 4% or $380,185 at 6%; with 100% employer match about $427,708 at 4% or $285,139 at 6%.
201823$5,133,687$569,927$189,976iApproximate average salary by contribution assumption: employee only about $4,749,392 at 4% or $3,166,261 at 6%; with 50% employer match about $3,166,261 at 4% or $2,110,841 at 6%; with 100% employer match about $2,374,696 at 4% or $1,583,131 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$2,703,828$117,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$2,429,859$452,927$150,976iApproximate average salary by contribution assumption: employee only about $3,774,392 at 4% or $2,516,261 at 6%; with 50% employer match about $2,516,261 at 4% or $1,677,507 at 6%; with 100% employer match about $1,887,196 at 4% or $1,258,131 at 6%.
201723$4,977,368$551,056$183,685iApproximate average salary by contribution assumption: employee only about $4,592,133 at 4% or $3,061,422 at 6%; with 50% employer match about $3,061,422 at 4% or $2,040,948 at 6%; with 100% employer match about $2,296,067 at 4% or $1,530,711 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$2,876,556$114,600$38,200iApproximate average salary by contribution assumption: employee only about $955,000 at 4% or $636,667 at 6%; with 50% employer match about $636,667 at 4% or $424,444 at 6%; with 100% employer match about $477,500 at 4% or $318,333 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$2,100,812$436,456$145,485iApproximate average salary by contribution assumption: employee only about $3,637,133 at 4% or $2,424,756 at 6%; with 50% employer match about $2,424,756 at 4% or $1,616,504 at 6%; with 100% employer match about $1,818,567 at 4% or $1,212,378 at 6%.
201623$3,746,294$544,155$181,385iApproximate average salary by contribution assumption: employee only about $4,534,625 at 4% or $3,023,083 at 6%; with 50% employer match about $3,023,083 at 4% or $2,015,389 at 6%; with 100% employer match about $2,267,313 at 4% or $1,511,542 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$2,306,473$107,700$35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$1,439,821$436,455$145,485iApproximate average salary by contribution assumption: employee only about $3,637,125 at 4% or $2,424,750 at 6%; with 50% employer match about $2,424,750 at 4% or $1,616,500 at 6%; with 100% employer match about $1,818,563 at 4% or $1,212,375 at 6%.
201523$2,888,533$601,455$200,485iApproximate average salary by contribution assumption: employee only about $5,012,125 at 4% or $3,341,417 at 6%; with 50% employer match about $3,341,417 at 4% or $2,227,611 at 6%; with 100% employer match about $2,506,063 at 4% or $1,670,708 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$1,921,212$107,700$35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$967,321$493,755$164,585iApproximate average salary by contribution assumption: employee only about $4,114,625 at 4% or $2,743,083 at 6%; with 50% employer match about $2,743,083 at 4% or $1,828,722 at 6%; with 100% employer match about $2,057,313 at 4% or $1,371,542 at 6%.
201423$2,298,885$581,500$193,833iApproximate average salary by contribution assumption: employee only about $4,845,833 at 4% or $3,230,556 at 6%; with 50% employer match about $3,230,556 at 4% or $2,153,704 at 6%; with 100% employer match about $2,422,917 at 4% or $1,615,278 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$1,811,386$103,300$34,433iApproximate average salary by contribution assumption: employee only about $860,833 at 4% or $573,889 at 6%; with 50% employer match about $573,889 at 4% or $382,593 at 6%; with 100% employer match about $430,417 at 4% or $286,944 at 6%.
Blue Oak Capital LLC Cash Balance Plan-3$487,499$478,200$159,400iApproximate average salary by contribution assumption: employee only about $3,985,000 at 4% or $2,656,667 at 6%; with 50% employer match about $2,656,667 at 4% or $1,771,111 at 6%; with 100% employer match about $1,992,500 at 4% or $1,328,333 at 6%.
201313$1,600,194$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$1,600,194$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201213$1,209,266$131,500$43,833iApproximate average salary by contribution assumption: employee only about $1,095,833 at 4% or $730,556 at 6%; with 50% employer match about $730,556 at 4% or $487,037 at 6%; with 100% employer match about $547,917 at 4% or $365,278 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$1,209,266$131,500$43,833iApproximate average salary by contribution assumption: employee only about $1,095,833 at 4% or $730,556 at 6%; with 50% employer match about $730,556 at 4% or $487,037 at 6%; with 100% employer match about $547,917 at 4% or $365,278 at 6%.
201113$832,393$711,092$237,031iApproximate average salary by contribution assumption: employee only about $5,925,767 at 4% or $3,950,511 at 6%; with 50% employer match about $3,950,511 at 4% or $2,633,674 at 6%; with 100% employer match about $2,962,883 at 4% or $1,975,256 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$832,393$711,092$237,031iApproximate average salary by contribution assumption: employee only about $5,925,767 at 4% or $3,950,511 at 6%; with 50% employer match about $3,950,511 at 4% or $2,633,674 at 6%; with 100% employer match about $2,962,883 at 4% or $1,975,256 at 6%.
201013$120,838$120,838$40,279iApproximate average salary by contribution assumption: employee only about $1,006,983 at 4% or $671,322 at 6%; with 50% employer match about $671,322 at 4% or $447,548 at 6%; with 100% employer match about $503,492 at 4% or $335,661 at 6%.
Blue Oak Capital LLC. Profit Sharing and 401(K) Plan-3$120,838$120,838$40,279iApproximate average salary by contribution assumption: employee only about $1,006,983 at 4% or $671,322 at 6%; with 50% employer match about $671,322 at 4% or $447,548 at 6%; with 100% employer match about $503,492 at 4% or $335,661 at 6%.