Civic Intelligence

Apple/Oaks Partners LLC

Plan context: 401K Plan of Apple/Oaks Partners LLC

EIN 95-4582516 • Playa Del Rey, CA • 26 filings • 7 plans

6973 Trolleyway South6973 Trolleyway SouthPlaya Del Rey, CA 90293
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,141,242

2024 Contributions

$5,869

Historical Graphs

Total Assets Over Time

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

$9,519,880$4,759,940$0199920132024YearValue
$1,141,242Latest year 2024

Participants Over Time

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

530199920122024YearValue
1Latest 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
202411$1,141,242$0-
401K Plan of Apple/Oaks Partners LLC-1$1,141,242--
202311$912,568$0-
401K Plan of Apple/Oaks Partners LLC-1$912,568--
202211$679,385$5,869$5,869iApproximate average salary by contribution assumption: employee only about $146,725 at 4% or $97,817 at 6%; with 50% employer match about $97,817 at 4% or $65,211 at 6%; with 100% employer match about $73,363 at 4% or $48,908 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$679,385$5,869$5,869iApproximate average salary by contribution assumption: employee only about $146,725 at 4% or $97,817 at 6%; with 50% employer match about $97,817 at 4% or $65,211 at 6%; with 100% employer match about $73,363 at 4% or $48,908 at 6%.
202111$881,010$20,889$20,889iApproximate average salary by contribution assumption: employee only about $522,225 at 4% or $348,150 at 6%; with 50% employer match about $348,150 at 4% or $232,100 at 6%; with 100% employer match about $261,113 at 4% or $174,075 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$881,010$20,889$20,889iApproximate average salary by contribution assumption: employee only about $522,225 at 4% or $348,150 at 6%; with 50% employer match about $348,150 at 4% or $232,100 at 6%; with 100% employer match about $261,113 at 4% or $174,075 at 6%.
202011$713,573$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$713,573$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201911$531,364$7,650$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$531,364$7,650$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
201811$432,528$7,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$432,528$7,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
201711$421,677$12,145$12,145iApproximate average salary by contribution assumption: employee only about $303,625 at 4% or $202,417 at 6%; with 50% employer match about $202,417 at 4% or $134,944 at 6%; with 100% employer match about $151,813 at 4% or $101,208 at 6%.
401K Plan of Apple/Oaks Partners LLC-1$421,677$12,145$12,145iApproximate average salary by contribution assumption: employee only about $303,625 at 4% or $202,417 at 6%; with 50% employer match about $202,417 at 4% or $134,944 at 6%; with 100% employer match about $151,813 at 4% or $101,208 at 6%.
201613$363,666$28,145$9,382iApproximate average salary by contribution assumption: employee only about $234,542 at 4% or $156,361 at 6%; with 50% employer match about $156,361 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%.
401K Plan of Apple/Oaks Partners LLC-3$363,666$28,145$9,382iApproximate average salary by contribution assumption: employee only about $234,542 at 4% or $156,361 at 6%; with 50% employer match about $156,361 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%.
201514$954,841$58,800$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$954,841$58,800$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
201414$3,291,274$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$3,291,274$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201314$3,708,270$20,706$5,177iApproximate average salary by contribution assumption: employee only about $129,413 at 4% or $86,275 at 6%; with 50% employer match about $86,275 at 4% or $57,517 at 6%; with 100% employer match about $64,706 at 4% or $43,138 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$3,708,270$20,706$5,177iApproximate average salary by contribution assumption: employee only about $129,413 at 4% or $86,275 at 6%; with 50% employer match about $86,275 at 4% or $57,517 at 6%; with 100% employer match about $64,706 at 4% or $43,138 at 6%.
201214$3,517,328$397,593$99,398iApproximate average salary by contribution assumption: employee only about $2,484,956 at 4% or $1,656,638 at 6%; with 50% employer match about $1,656,638 at 4% or $1,104,425 at 6%; with 100% employer match about $1,242,478 at 4% or $828,319 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$3,517,328$397,593$99,398iApproximate average salary by contribution assumption: employee only about $2,484,956 at 4% or $1,656,638 at 6%; with 50% employer match about $1,656,638 at 4% or $1,104,425 at 6%; with 100% employer match about $1,242,478 at 4% or $828,319 at 6%.
201114$2,773,746$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$2,773,746$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201014$2,893,025$22,990$5,748iApproximate average salary by contribution assumption: employee only about $143,688 at 4% or $95,792 at 6%; with 50% employer match about $95,792 at 4% or $63,861 at 6%; with 100% employer match about $71,844 at 4% or $47,896 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$2,893,025$22,990$5,748iApproximate average salary by contribution assumption: employee only about $143,688 at 4% or $95,792 at 6%; with 50% employer match about $95,792 at 4% or $63,861 at 6%; with 100% employer match about $71,844 at 4% or $47,896 at 6%.
200914$3,308,068$14,100$3,525iApproximate average salary by contribution assumption: employee only about $88,125 at 4% or $58,750 at 6%; with 50% employer match about $58,750 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$3,308,068$14,100$3,525iApproximate average salary by contribution assumption: employee only about $88,125 at 4% or $58,750 at 6%; with 50% employer match about $58,750 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
200814$0$0-
401K Plan of Apple/Oaks Partners LLC-4---
200714$0$0-
401K Plan of Apple/Oaks Partners LLC-4---
200614$7,414,629$27,300$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$7,414,629$27,300$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
200514$8,721,639$11,846$2,962iApproximate average salary by contribution assumption: employee only about $74,038 at 4% or $49,358 at 6%; with 50% employer match about $49,358 at 4% or $32,906 at 6%; with 100% employer match about $37,019 at 4% or $24,679 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$8,721,639$11,846$2,962iApproximate average salary by contribution assumption: employee only about $74,038 at 4% or $49,358 at 6%; with 50% employer match about $49,358 at 4% or $32,906 at 6%; with 100% employer match about $37,019 at 4% or $24,679 at 6%.
200414$9,336,289$14,664$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$9,336,289$14,664$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
200314$9,519,880$26,347$6,587iApproximate average salary by contribution assumption: employee only about $164,669 at 4% or $109,779 at 6%; with 50% employer match about $109,779 at 4% or $73,186 at 6%; with 100% employer match about $82,334 at 4% or $54,890 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$9,519,880$26,347$6,587iApproximate average salary by contribution assumption: employee only about $164,669 at 4% or $109,779 at 6%; with 50% employer match about $109,779 at 4% or $73,186 at 6%; with 100% employer match about $82,334 at 4% or $54,890 at 6%.
200214$8,686,420$664,938$166,235iApproximate average salary by contribution assumption: employee only about $4,155,863 at 4% or $2,770,575 at 6%; with 50% employer match about $2,770,575 at 4% or $1,847,050 at 6%; with 100% employer match about $2,077,931 at 4% or $1,385,288 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$8,686,420$664,938$166,235iApproximate average salary by contribution assumption: employee only about $4,155,863 at 4% or $2,770,575 at 6%; with 50% employer match about $2,770,575 at 4% or $1,847,050 at 6%; with 100% employer match about $2,077,931 at 4% or $1,385,288 at 6%.
200114$0$0-
401K Plan of Apple/Oaks Partners LLC-4---
200015$7,362,053$566,444$113,289iApproximate average salary by contribution assumption: employee only about $2,832,220 at 4% or $1,888,147 at 6%; with 50% employer match about $1,888,147 at 4% or $1,258,764 at 6%; with 100% employer match about $1,416,110 at 4% or $944,073 at 6%.
401K Plan of Apple/Oaks Partners LLC-5$7,362,053$566,444$113,289iApproximate average salary by contribution assumption: employee only about $2,832,220 at 4% or $1,888,147 at 6%; with 50% employer match about $1,888,147 at 4% or $1,258,764 at 6%; with 100% employer match about $1,416,110 at 4% or $944,073 at 6%.
199914$6,034,224$88,978$22,245iApproximate average salary by contribution assumption: employee only about $556,113 at 4% or $370,742 at 6%; with 50% employer match about $370,742 at 4% or $247,161 at 6%; with 100% employer match about $278,056 at 4% or $185,371 at 6%.
401K Plan of Apple/Oaks Partners LLC-4$6,034,224$88,978$22,245iApproximate average salary by contribution assumption: employee only about $556,113 at 4% or $370,742 at 6%; with 50% employer match about $370,742 at 4% or $247,161 at 6%; with 100% employer match about $278,056 at 4% or $185,371 at 6%.