Civic Intelligence

Oaktree Funding Corp

Plan context: Oaktree Funding Corp 401 K Profit Sharing Plan Trust

EIN 95-4267987 • Chandler, AZ • 21 filings • 5 plans

3133 W Frye Rd Ste 205Chandler, AZ 85226-5143
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$5,067,806

2024 Contributions

$1,323,174

Historical Graphs

Total Assets Over Time

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

$5,067,806$2,533,903$0200320142024YearValue
$5,067,806Latest year 2024

Participants Over Time

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

102510200320142024YearValue
102Latest 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
20241102$5,067,806$1,323,174$12,972iApproximate average salary by contribution assumption: employee only about $324,307 at 4% or $216,205 at 6%; with 50% employer match about $216,205 at 4% or $144,137 at 6%; with 100% employer match about $162,154 at 4% or $108,102 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-102$5,067,806$1,323,174$12,972iApproximate average salary by contribution assumption: employee only about $324,307 at 4% or $216,205 at 6%; with 50% employer match about $216,205 at 4% or $144,137 at 6%; with 100% employer match about $162,154 at 4% or $108,102 at 6%.
2023178$4,433,897$719,824$9,229iApproximate average salary by contribution assumption: employee only about $230,713 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,539 at 6%; with 100% employer match about $115,356 at 4% or $76,904 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-78$4,433,897$719,824$9,229iApproximate average salary by contribution assumption: employee only about $230,713 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,539 at 6%; with 100% employer match about $115,356 at 4% or $76,904 at 6%.
2022190$3,945,420$985,305$10,948iApproximate average salary by contribution assumption: employee only about $273,696 at 4% or $182,464 at 6%; with 50% employer match about $182,464 at 4% or $121,643 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-90$3,945,420$985,305$10,948iApproximate average salary by contribution assumption: employee only about $273,696 at 4% or $182,464 at 6%; with 50% employer match about $182,464 at 4% or $121,643 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
2021167$3,852,995$728,538$10,874iApproximate average salary by contribution assumption: employee only about $271,843 at 4% or $181,228 at 6%; with 50% employer match about $181,228 at 4% or $120,819 at 6%; with 100% employer match about $135,921 at 4% or $90,614 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-67$3,852,995$728,538$10,874iApproximate average salary by contribution assumption: employee only about $271,843 at 4% or $181,228 at 6%; with 50% employer match about $181,228 at 4% or $120,819 at 6%; with 100% employer match about $135,921 at 4% or $90,614 at 6%.
2020135$3,332,802$416,265$11,893iApproximate average salary by contribution assumption: employee only about $297,332 at 4% or $198,221 at 6%; with 50% employer match about $198,221 at 4% or $132,148 at 6%; with 100% employer match about $148,666 at 4% or $99,111 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-35$3,332,802$416,265$11,893iApproximate average salary by contribution assumption: employee only about $297,332 at 4% or $198,221 at 6%; with 50% employer match about $198,221 at 4% or $132,148 at 6%; with 100% employer match about $148,666 at 4% or $99,111 at 6%.
2019126$2,552,066$304,397$11,708iApproximate average salary by contribution assumption: employee only about $292,689 at 4% or $195,126 at 6%; with 50% employer match about $195,126 at 4% or $130,084 at 6%; with 100% employer match about $146,345 at 4% or $97,563 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-26$2,552,066$304,397$11,708iApproximate average salary by contribution assumption: employee only about $292,689 at 4% or $195,126 at 6%; with 50% employer match about $195,126 at 4% or $130,084 at 6%; with 100% employer match about $146,345 at 4% or $97,563 at 6%.
2018119$1,910,538$225,726$11,880iApproximate average salary by contribution assumption: employee only about $297,008 at 4% or $198,005 at 6%; with 50% employer match about $198,005 at 4% or $132,004 at 6%; with 100% employer match about $148,504 at 4% or $99,003 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-19$1,910,538$225,726$11,880iApproximate average salary by contribution assumption: employee only about $297,008 at 4% or $198,005 at 6%; with 50% employer match about $198,005 at 4% or $132,004 at 6%; with 100% employer match about $148,504 at 4% or $99,003 at 6%.
2017116$1,781,790$176,987$11,062iApproximate average salary by contribution assumption: employee only about $276,542 at 4% or $184,361 at 6%; with 50% employer match about $184,361 at 4% or $122,908 at 6%; with 100% employer match about $138,271 at 4% or $92,181 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-16$1,781,790$176,987$11,062iApproximate average salary by contribution assumption: employee only about $276,542 at 4% or $184,361 at 6%; with 50% employer match about $184,361 at 4% or $122,908 at 6%; with 100% employer match about $138,271 at 4% or $92,181 at 6%.
2016116$1,483,383$168,291$10,518iApproximate average salary by contribution assumption: employee only about $262,955 at 4% or $175,303 at 6%; with 50% employer match about $175,303 at 4% or $116,869 at 6%; with 100% employer match about $131,477 at 4% or $87,652 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-16$1,483,383$168,291$10,518iApproximate average salary by contribution assumption: employee only about $262,955 at 4% or $175,303 at 6%; with 50% employer match about $175,303 at 4% or $116,869 at 6%; with 100% employer match about $131,477 at 4% or $87,652 at 6%.
2015116$1,284,462$153,157$9,572iApproximate average salary by contribution assumption: employee only about $239,308 at 4% or $159,539 at 6%; with 50% employer match about $159,539 at 4% or $106,359 at 6%; with 100% employer match about $119,654 at 4% or $79,769 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-16$1,284,462$153,157$9,572iApproximate average salary by contribution assumption: employee only about $239,308 at 4% or $159,539 at 6%; with 50% employer match about $159,539 at 4% or $106,359 at 6%; with 100% employer match about $119,654 at 4% or $79,769 at 6%.
2014115$1,148,438$113,511$7,567iApproximate average salary by contribution assumption: employee only about $189,185 at 4% or $126,123 at 6%; with 50% employer match about $126,123 at 4% or $84,082 at 6%; with 100% employer match about $94,593 at 4% or $63,062 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-15$1,148,438$113,511$7,567iApproximate average salary by contribution assumption: employee only about $189,185 at 4% or $126,123 at 6%; with 50% employer match about $126,123 at 4% or $84,082 at 6%; with 100% employer match about $94,593 at 4% or $63,062 at 6%.
2013115$1,021,450$170,741$11,383iApproximate average salary by contribution assumption: employee only about $284,568 at 4% or $189,712 at 6%; with 50% employer match about $189,712 at 4% or $126,475 at 6%; with 100% employer match about $142,284 at 4% or $94,856 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-15$1,021,450$170,741$11,383iApproximate average salary by contribution assumption: employee only about $284,568 at 4% or $189,712 at 6%; with 50% employer match about $189,712 at 4% or $126,475 at 6%; with 100% employer match about $142,284 at 4% or $94,856 at 6%.
2012112$794,689$92,725$7,727iApproximate average salary by contribution assumption: employee only about $193,177 at 4% or $128,785 at 6%; with 50% employer match about $128,785 at 4% or $85,856 at 6%; with 100% employer match about $96,589 at 4% or $64,392 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-12$794,689$92,725$7,727iApproximate average salary by contribution assumption: employee only about $193,177 at 4% or $128,785 at 6%; with 50% employer match about $128,785 at 4% or $85,856 at 6%; with 100% employer match about $96,589 at 4% or $64,392 at 6%.
201117$682,668$56,181$8,026iApproximate average salary by contribution assumption: employee only about $200,646 at 4% or $133,764 at 6%; with 50% employer match about $133,764 at 4% or $89,176 at 6%; with 100% employer match about $100,323 at 4% or $66,882 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-7$682,668$56,181$8,026iApproximate average salary by contribution assumption: employee only about $200,646 at 4% or $133,764 at 6%; with 50% employer match about $133,764 at 4% or $89,176 at 6%; with 100% employer match about $100,323 at 4% or $66,882 at 6%.
201016$626,285$55,717$9,286iApproximate average salary by contribution assumption: employee only about $232,154 at 4% or $154,769 at 6%; with 50% employer match about $154,769 at 4% or $103,180 at 6%; with 100% employer match about $116,077 at 4% or $77,385 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-6$626,285$55,717$9,286iApproximate average salary by contribution assumption: employee only about $232,154 at 4% or $154,769 at 6%; with 50% employer match about $154,769 at 4% or $103,180 at 6%; with 100% employer match about $116,077 at 4% or $77,385 at 6%.
200916$565,741$65,119$10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-6$565,741$65,119$10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%.
200816$484,241$163,982$27,330iApproximate average salary by contribution assumption: employee only about $683,258 at 4% or $455,506 at 6%; with 50% employer match about $455,506 at 4% or $303,670 at 6%; with 100% employer match about $341,629 at 4% or $227,753 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-6$484,241$163,982$27,330iApproximate average salary by contribution assumption: employee only about $683,258 at 4% or $455,506 at 6%; with 50% employer match about $455,506 at 4% or $303,670 at 6%; with 100% employer match about $341,629 at 4% or $227,753 at 6%.
200716$468,222$78,479$13,080iApproximate average salary by contribution assumption: employee only about $326,996 at 4% or $217,997 at 6%; with 50% employer match about $217,997 at 4% or $145,331 at 6%; with 100% employer match about $163,498 at 4% or $108,999 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-6$468,222$78,479$13,080iApproximate average salary by contribution assumption: employee only about $326,996 at 4% or $217,997 at 6%; with 50% employer match about $217,997 at 4% or $145,331 at 6%; with 100% employer match about $163,498 at 4% or $108,999 at 6%.
200618$466,024$97,223$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-8$466,024$97,223$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
200518$333,581$93,057$11,632iApproximate average salary by contribution assumption: employee only about $290,803 at 4% or $193,869 at 6%; with 50% employer match about $193,869 at 4% or $129,246 at 6%; with 100% employer match about $145,402 at 4% or $96,934 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-8$333,581$93,057$11,632iApproximate average salary by contribution assumption: employee only about $290,803 at 4% or $193,869 at 6%; with 50% employer match about $193,869 at 4% or $129,246 at 6%; with 100% employer match about $145,402 at 4% or $96,934 at 6%.
200318$119,532$120,119$15,015iApproximate average salary by contribution assumption: employee only about $375,372 at 4% or $250,248 at 6%; with 50% employer match about $250,248 at 4% or $166,832 at 6%; with 100% employer match about $187,686 at 4% or $125,124 at 6%.
Oaktree Funding Corp 401 K Profit Sharing Plan Trust-8$119,532$120,119$15,015iApproximate average salary by contribution assumption: employee only about $375,372 at 4% or $250,248 at 6%; with 50% employer match about $250,248 at 4% or $166,832 at 6%; with 100% employer match about $187,686 at 4% or $125,124 at 6%.