Silver Oak Securities Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Silver Oak Securities Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $24,211 and reported indirect compensation totals $98,675.
Reported compensation summary
- Reported direct compensation
- $24,211
- Reported indirect compensation
- $98,675
- Total reported compensation
- $122,886
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Valley Christian Schools | AZ | 1 | $67,311 |
| Catic Fincncial, Inc. | CT | 1 | $31,364 |
| Charter Foods Inc. | TN | 1 | $24,211 |
State footprint
Plans reporting Silver Oak Securities Inc are sponsored in AZ (1), CT (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Valley Christian Schools | Valley Christian Schools 401(K) Profit Sharing Plan | 2023 | $0 | $55,280 |
| Catic Fincncial, Inc. | Catic Financial, Inc. 401(K) Plan | 2023 | $0 | $31,364 |
| Charter Foods Inc. | Charter Foods Inc. 401(K) Plan | 2023 | $24,211 | not reported in the loaded dataset |
| Valley Christian Schools | Valley Christian Schools 401(K) Profit Sharing Plan | 2023 | $0 | $12,031 |
Related Form 5500 pages
- Valley Christian Schools 401(K) Profit Sharing Plan (plan 002)
- Valley Christian Schools — all reported plans
- Catic Financial, Inc. 401(K) Plan (plan 002)
- Catic Fincncial, Inc. — all reported plans
- Charter Foods Inc. 401(K) Plan (plan 001)
- Charter Foods Inc. — all reported plans
- Valley Christian Schools 401(K) Profit Sharing Plan (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources