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| Plan Name | OAKBROOK MANAGEMENT LLC SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | OAKBROOK MANAGEMENT LLC |
| Employer identification number (EIN): | 262970615 |
| NAIC Classification: | 531110 |
| NAIC Description: | Lessors of Residential Buildings and Dwellings |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-09-01 | MATT APPENZELLER | 2024-03-29 | ||
| 501 | 2021-09-01 | MATT APPENZELLER | 2023-03-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: OAKBROOK MANAGEMENT LLC SOCA BENEFIT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-27 | 7 |
| Total number of particpants at end of year | 2025-03-27 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2025 : OAKBROOK MANAGEMENT LLC SOCA BENEFIT PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-03-27 | 4242 |
| Total liabilities as of the beginning of the plan year | 2025-03-27 | 2148 |
| Total expenses incurred by plan in this plan year | 2025-03-27 | 96142 |
| Net assets as of the end of the plan year | 2025-03-27 | 6127 |
| Total assets as of the beginning of the plan year | 2025-03-27 | 2998 |
| Value of plan covered by a fidelity bond | 2025-03-27 | 1000000 |
| Participant contributions to plan in this plan year | 2025-03-27 | 33705 |
| Other expenses paid from plan in this plan year | 2025-03-27 | 0 |
| Other contributions to plan in this plan year | 2025-03-27 | 0 |
| Other income to plan in this plan year | 2025-03-27 | 877 |
| Plan net income in this plan year | 2025-03-27 | 1035 |
| Net assets as of the end of the plan year | 2025-03-27 | 1885 |
| Net assets as of the beginning of the plan year | 2025-03-27 | 850 |
| Employer contributions to plan in this plan year | 2025-03-27 | 62595 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-27 | 5780 |
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