Civic Intelligence

Black Oak Investments Co.

Plan context: Black Oak Investments Co. 401(K) Profit Sharing Plan

EIN 94-3408332 • Santa Rosa, CA • 14 filings • 3 plans

510 Mark West Springs RoadSanta Rosa, CA 95404
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,279,096

2023 Contributions

$54,100

Historical Graphs

Total Assets Over Time

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

$1,279,096$639,548$0201020172023YearValue
$1,279,096Latest 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
2Latest 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
202312$1,279,096$54,100$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$1,279,096$54,100$27,050iApproximate average salary by contribution assumption: employee only about $676,250 at 4% or $450,833 at 6%; with 50% employer match about $450,833 at 4% or $300,556 at 6%; with 100% employer match about $338,125 at 4% or $225,417 at 6%.
202213$1,069,617$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-3$1,069,617$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202112$959,912$50,200$25,100iApproximate average salary by contribution assumption: employee only about $627,500 at 4% or $418,333 at 6%; with 50% employer match about $418,333 at 4% or $278,889 at 6%; with 100% employer match about $313,750 at 4% or $209,167 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$959,912$50,200$25,100iApproximate average salary by contribution assumption: employee only about $627,500 at 4% or $418,333 at 6%; with 50% employer match about $418,333 at 4% or $278,889 at 6%; with 100% employer match about $313,750 at 4% or $209,167 at 6%.
202012$1,081,637$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$1,081,637$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
201912$907,689$37,200$18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$907,689$37,200$18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%.
201812$836,452$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$836,452$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201712$769,651$35,300$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$769,651$35,300$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
201612$682,124$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$682,124$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
201512$602,565$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$602,565$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
201412$511,804$34,400$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-2$511,804$34,400$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
201311$473,905$33,200$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-1$473,905$33,200$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
201211$425,998$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-1$425,998$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201111$390,238$25,300$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-1$390,238$25,300$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
201011$351,215$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Black Oak Investments Co. 401(K) Profit Sharing Plan-1$351,215$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.