401k Plan data: BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST plan

BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLACK OAK CAPITAL MANAGEMENT I has sponsored the creation of one or more 401k plans.

Company Name: BLACK OAK CAPITAL MANAGEMENT I

Employer identification number (EIN): 814129874

NAIC Classification: 533110
NAIC Description: Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 COLIN THOMPSON 2024-10-17
001 2021-01-01 EDWARD ROJAS 2022-07-14
001 2020-01-01 HEIDI MAYALL 2021-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	COLIN THOMPSON	2024-10-17
001	2021-01-01	EDWARD ROJAS	2022-07-14
001	2020-01-01	HEIDI MAYALL	2021-05-10

Plan Statistics for BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024: BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-17 5
Total number of particpants at end of year 2024-10-17 0
Number of Participants With Account Balances 2024-10-17 0

Measure	Date	Value
2024: BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-17	5
Total number of particpants at end of year	2024-10-17	0
Number of Participants With Account Balances	2024-10-17	0

Financial Data on BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2024 : BLACK OAK CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-17	104992
Total expenses incurred by plan in this plan year	2024-10-17	113327
Net assets as of the end of the plan year	2024-10-17	0
Total assets as of the beginning of the plan year	2024-10-17	0
Participant contributions to plan in this plan year	2024-10-17	500
Other expenses paid from plan in this plan year	2024-10-17	549
Other income to plan in this plan year	2024-10-17	7460
Plan net income in this plan year	2024-10-17	-104992
Net assets as of the end of the plan year	2024-10-17	0
Net assets as of the beginning of the plan year	2024-10-17	0
Employer contributions to plan in this plan year	2024-10-17	375
Fees paid to broker by Benefit Provider	2024-10-17	124

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Company Name:	BLACK OAK CAPITAL MANAGEMENT I
Employer identification number (EIN):	814129874
NAIC Classification:	533110
NAIC Description:	Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)