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401k Sponsoring company profile

BLUE OAK CAPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:BLUE OAK CAPITAL, LLC
Employer identification number (EIN):943327702
NAIC Classification:523900

Additional information about BLUE OAK CAPITAL, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about BLUE OAK CAPITAL, LLC

The following addresses have been detected on the 401k submissions:

USA Location Address
3000 SAND HILL ROAD
BLDG 1, STE 205
MENLO PARK
CA
94025
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
2600 EL CAMINO REAL, SUITE 415
PALO ALTO
CA
94306
Date first seen: 2008-01-01
Date last seen: 2023-12-31

BLUE OAK CAPITAL, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002BLUE OAK CAPITAL, LLC CASH BALANCE PLAN2016-01-01 2014-01-01
001BLUE OAK CAPITAL, LLC. PROFIT SHARING AND 401(K) PLAN2016-01-01 2010-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-04-06Employer Contributions $ 53,778
2023-04-06Employee Contributions $ 53,778
2023-04-05Employer Contributions $ 179,801
2023-04-05Employee Contributions $ 179,801
2023-02-17Employer Contributions $ 50,000
2023-02-17Employee Contributions $ 50,000
2023-01-09Employer Contributions $ 49,500
2023-01-09Employee Contributions $ 49,500
2022-10-05Employer Contributions $ 124,500
2022-10-05Employee Contributions $ 124,500
2022-07-06Employer Contributions $ 99,500
2022-07-06Employee Contributions $ 99,500
2022-05-04Employer Contributions $ 35,600
2022-05-04Employee Contributions $ 35,600
2022-04-05Employer Contributions $ 99,500
2022-04-05Employee Contributions $ 99,500
2022-01-05Employer Contributions $ 50,000
2022-01-05Employee Contributions $ 50,000
2021-10-05Employer Contributions $ 99,500
2021-10-05Employee Contributions $ 99,500
2021-07-06Employer Contributions $ 149,500
2021-07-06Employee Contributions $ 149,500
2021-04-07Employer Contributions $ 149,500
2021-04-07Employee Contributions $ 149,500
2021-03-09Employer Contributions $ 13,400
2021-03-09Employee Contributions $ 13,400
2021-01-07Employer Contributions $ 500
2021-01-07Employee Contributions $ 500
2020-07-07Employer Contributions $ 50,000
2020-07-07Employee Contributions $ 50,000
2020-04-03Employer Contributions $ 50,000
2020-04-03Employee Contributions $ 50,000
2020-01-06Employer Contributions $ 50,000
2020-01-06Employee Contributions $ 50,000
2019-10-03Employer Contributions $ 58,000
2019-10-03Employee Contributions $ 58,000
2019-07-03Employer Contributions $ 56,000
2019-07-03Employee Contributions $ 56,000
2019-04-04Employer Contributions $ 56,000
2019-04-04Employee Contributions $ 56,000
2019-01-22Employer Contributions $ 45,000
2019-01-22Employee Contributions $ 45,000
2019-01-18Employer Contributions $ 90,000
2019-01-18Employee Contributions $ 90,000
2018-10-05Employer Contributions $ 117,348
2018-10-05Employee Contributions $ 117,348
2018-07-05Employer Contributions $ 117,351
2018-07-05Employee Contributions $ 117,351
2018-04-11Employer Contributions $ 109,114
2018-04-11Employee Contributions $ 109,114
2018-01-05Employer Contributions $ 109,114
2018-01-05Employee Contributions $ 109,114
2017-10-06Employer Contributions $ 109,114
2017-10-06Employee Contributions $ 109,114
2017-07-10Employer Contributions $ 109,114
2017-07-10Employee Contributions $ 109,114
2017-04-05Employer Contributions $ 109,114
2017-04-05Employee Contributions $ 109,114
2017-01-06Employer Contributions $ 109,114
2017-01-06Employee Contributions $ 109,114
2016-10-04Employer Contributions $ 110,485
2016-10-04Employee Contributions $ 110,485
2016-07-06Employer Contributions $ 110,485
2016-07-06Employee Contributions $ 110,485
2016-04-05Employer Contributions $ 110,485
2016-04-05Employee Contributions $ 110,485
2016-01-06Employer Contributions $ 105,000
2016-01-06Employee Contributions $ 105,000
2016-01-02Employer Contributions $ 73,755
2016-01-02Employee Contributions $ 73,755
2015-10-02Employer Contributions $ 105,000
2015-10-02Employee Contributions $ 105,000
2015-07-02Employer Contributions $ 105,000
2015-07-02Employee Contributions $ 105,000
2015-04-10Employer Contributions $ 105,000
2015-04-10Employee Contributions $ 105,000
2015-01-07Employer Contributions $ 105,000
2015-01-07Employee Contributions $ 105,000
2014-12-31Employer Contributions $ 58,200
2014-12-31Employee Contributions $ 58,200
2014-10-03Employer Contributions $ 140,000
2014-10-03Employee Contributions $ 140,000
2014-07-03Employer Contributions $ 140,000
2014-07-03Employee Contributions $ 140,000
2014-04-07Employer Contributions $ 140,000
2014-04-07Employee Contributions $ 140,000

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