Civic Intelligence

THE OAKS FUNERAL HOME, LTD.

Plan context: THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN

EIN 26-0343100 • Itasca, IL • 18 filings • 3 plans

1201 East Irving Park RoadItasca, IL 60143-2315
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,666,069

2025 Contributions

$122,536

Historical Graphs

Total Assets Over Time

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

$2,666,069$1,333,035$0200920172025YearValue
$2,666,069Latest year 2025

Participants Over Time

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

530200820172025YearValue
5Latest year 2025

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
202515$2,666,069$122,536$24,507iApproximate average salary by contribution assumption: employee only about $612,680 at 4% or $408,453 at 6%; with 50% employer match about $408,453 at 4% or $272,302 at 6%; with 100% employer match about $306,340 at 4% or $204,227 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-5$2,666,069$122,536$24,507iApproximate average salary by contribution assumption: employee only about $612,680 at 4% or $408,453 at 6%; with 50% employer match about $408,453 at 4% or $272,302 at 6%; with 100% employer match about $306,340 at 4% or $204,227 at 6%.
202415$2,226,828$157,400$31,480iApproximate average salary by contribution assumption: employee only about $787,000 at 4% or $524,667 at 6%; with 50% employer match about $524,667 at 4% or $349,778 at 6%; with 100% employer match about $393,500 at 4% or $262,333 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-5$2,226,828$157,400$31,480iApproximate average salary by contribution assumption: employee only about $787,000 at 4% or $524,667 at 6%; with 50% employer match about $524,667 at 4% or $349,778 at 6%; with 100% employer match about $393,500 at 4% or $262,333 at 6%.
202315$1,870,454$109,921$21,984iApproximate average salary by contribution assumption: employee only about $549,605 at 4% or $366,403 at 6%; with 50% employer match about $366,403 at 4% or $244,269 at 6%; with 100% employer match about $274,803 at 4% or $183,202 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-5$1,870,454$109,921$21,984iApproximate average salary by contribution assumption: employee only about $549,605 at 4% or $366,403 at 6%; with 50% employer match about $366,403 at 4% or $244,269 at 6%; with 100% employer match about $274,803 at 4% or $183,202 at 6%.
202214$1,522,491$112,754$28,189iApproximate average salary by contribution assumption: employee only about $704,713 at 4% or $469,808 at 6%; with 50% employer match about $469,808 at 4% or $313,206 at 6%; with 100% employer match about $352,356 at 4% or $234,904 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-4$1,522,491$112,754$28,189iApproximate average salary by contribution assumption: employee only about $704,713 at 4% or $469,808 at 6%; with 50% employer match about $469,808 at 4% or $313,206 at 6%; with 100% employer match about $352,356 at 4% or $234,904 at 6%.
202113$1,732,396$83,589$27,863iApproximate average salary by contribution assumption: employee only about $696,575 at 4% or $464,383 at 6%; with 50% employer match about $464,383 at 4% or $309,589 at 6%; with 100% employer match about $348,288 at 4% or $232,192 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-3$1,732,396$83,589$27,863iApproximate average salary by contribution assumption: employee only about $696,575 at 4% or $464,383 at 6%; with 50% employer match about $464,383 at 4% or $309,589 at 6%; with 100% employer match about $348,288 at 4% or $232,192 at 6%.
202013$1,455,522$87,294$29,098iApproximate average salary by contribution assumption: employee only about $727,450 at 4% or $484,967 at 6%; with 50% employer match about $484,967 at 4% or $323,311 at 6%; with 100% employer match about $363,725 at 4% or $242,483 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-3$1,455,522$87,294$29,098iApproximate average salary by contribution assumption: employee only about $727,450 at 4% or $484,967 at 6%; with 50% employer match about $484,967 at 4% or $323,311 at 6%; with 100% employer match about $363,725 at 4% or $242,483 at 6%.
201913$1,117,311$77,559$25,853iApproximate average salary by contribution assumption: employee only about $646,325 at 4% or $430,883 at 6%; with 50% employer match about $430,883 at 4% or $287,256 at 6%; with 100% employer match about $323,163 at 4% or $215,442 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-3$1,117,311$77,559$25,853iApproximate average salary by contribution assumption: employee only about $646,325 at 4% or $430,883 at 6%; with 50% employer match about $430,883 at 4% or $287,256 at 6%; with 100% employer match about $323,163 at 4% or $215,442 at 6%.
201812$1,000,257$79,095$39,548iApproximate average salary by contribution assumption: employee only about $988,688 at 4% or $659,125 at 6%; with 50% employer match about $659,125 at 4% or $439,417 at 6%; with 100% employer match about $494,344 at 4% or $329,563 at 6%.
THE OAKS FUNERAL HOMES, LTD., 401(K) PROFIT SHARING PLAN-2$1,000,257$79,095$39,548iApproximate average salary by contribution assumption: employee only about $988,688 at 4% or $659,125 at 6%; with 50% employer match about $659,125 at 4% or $439,417 at 6%; with 100% employer match about $494,344 at 4% or $329,563 at 6%.
201712$926,713$79,792$39,896iApproximate average salary by contribution assumption: employee only about $997,400 at 4% or $664,933 at 6%; with 50% employer match about $664,933 at 4% or $443,289 at 6%; with 100% employer match about $498,700 at 4% or $332,467 at 6%.
THE OAKS FH, LTD., 401(K) PSP-2$926,713$79,792$39,896iApproximate average salary by contribution assumption: employee only about $997,400 at 4% or $664,933 at 6%; with 50% employer match about $664,933 at 4% or $443,289 at 6%; with 100% employer match about $498,700 at 4% or $332,467 at 6%.
201613$854,892$62,949$20,983iApproximate average salary by contribution assumption: employee only about $524,575 at 4% or $349,717 at 6%; with 50% employer match about $349,717 at 4% or $233,144 at 6%; with 100% employer match about $262,288 at 4% or $174,858 at 6%.
THE OAKS FH, LTD., 401K PSP-3$854,892$62,949$20,983iApproximate average salary by contribution assumption: employee only about $524,575 at 4% or $349,717 at 6%; with 50% employer match about $349,717 at 4% or $233,144 at 6%; with 100% employer match about $262,288 at 4% or $174,858 at 6%.
201513$782,410$79,233$26,411iApproximate average salary by contribution assumption: employee only about $660,275 at 4% or $440,183 at 6%; with 50% employer match about $440,183 at 4% or $293,456 at 6%; with 100% employer match about $330,138 at 4% or $220,092 at 6%.
THE OAKS FH, LTD., 401K PSP-3$782,410$79,233$26,411iApproximate average salary by contribution assumption: employee only about $660,275 at 4% or $440,183 at 6%; with 50% employer match about $440,183 at 4% or $293,456 at 6%; with 100% employer match about $330,138 at 4% or $220,092 at 6%.
201413$703,835$76,139$25,380iApproximate average salary by contribution assumption: employee only about $634,492 at 4% or $422,994 at 6%; with 50% employer match about $422,994 at 4% or $281,996 at 6%; with 100% employer match about $317,246 at 4% or $211,497 at 6%.
THE OAKS FH, LTD., 401K PSP-3$703,835$76,139$25,380iApproximate average salary by contribution assumption: employee only about $634,492 at 4% or $422,994 at 6%; with 50% employer match about $422,994 at 4% or $281,996 at 6%; with 100% employer match about $317,246 at 4% or $211,497 at 6%.
201313$618,918$95,099$31,700iApproximate average salary by contribution assumption: employee only about $792,492 at 4% or $528,328 at 6%; with 50% employer match about $528,328 at 4% or $352,219 at 6%; with 100% employer match about $396,246 at 4% or $264,164 at 6%.
THE OAKS FH, LTD., 401K PSP-3$618,918$95,099$31,700iApproximate average salary by contribution assumption: employee only about $792,492 at 4% or $528,328 at 6%; with 50% employer match about $528,328 at 4% or $352,219 at 6%; with 100% employer match about $396,246 at 4% or $264,164 at 6%.
201213$507,365$84,455$28,152iApproximate average salary by contribution assumption: employee only about $703,792 at 4% or $469,194 at 6%; with 50% employer match about $469,194 at 4% or $312,796 at 6%; with 100% employer match about $351,896 at 4% or $234,597 at 6%.
THE OAKS FH, LTD., 401K PSP-3$507,365$84,455$28,152iApproximate average salary by contribution assumption: employee only about $703,792 at 4% or $469,194 at 6%; with 50% employer match about $469,194 at 4% or $312,796 at 6%; with 100% employer match about $351,896 at 4% or $234,597 at 6%.
201113$408,578$82,342$27,447iApproximate average salary by contribution assumption: employee only about $686,183 at 4% or $457,456 at 6%; with 50% employer match about $457,456 at 4% or $304,970 at 6%; with 100% employer match about $343,092 at 4% or $228,728 at 6%.
THE OAKS FH, LTD., 401K PSP-3$408,578$82,342$27,447iApproximate average salary by contribution assumption: employee only about $686,183 at 4% or $457,456 at 6%; with 50% employer match about $457,456 at 4% or $304,970 at 6%; with 100% employer match about $343,092 at 4% or $228,728 at 6%.
201013$326,236$79,731$26,577iApproximate average salary by contribution assumption: employee only about $664,425 at 4% or $442,950 at 6%; with 50% employer match about $442,950 at 4% or $295,300 at 6%; with 100% employer match about $332,213 at 4% or $221,475 at 6%.
THE OAKS FH, LTD., 401K PSP-3$326,236$79,731$26,577iApproximate average salary by contribution assumption: employee only about $664,425 at 4% or $442,950 at 6%; with 50% employer match about $442,950 at 4% or $295,300 at 6%; with 100% employer match about $332,213 at 4% or $221,475 at 6%.
200912$240,438$74,025$37,013iApproximate average salary by contribution assumption: employee only about $925,313 at 4% or $616,875 at 6%; with 50% employer match about $616,875 at 4% or $411,250 at 6%; with 100% employer match about $462,656 at 4% or $308,438 at 6%.
THE OAKS FH, LTD., 401K PSP-2$240,438$74,025$37,013iApproximate average salary by contribution assumption: employee only about $925,313 at 4% or $616,875 at 6%; with 50% employer match about $616,875 at 4% or $411,250 at 6%; with 100% employer match about $462,656 at 4% or $308,438 at 6%.
200812$0$0-
THE OAKS FH, LTD., 401K PSP-2---