Civic Intelligence

White Oaks Wealth Advisors Inc.

Plan context: White Oaks Wealth Advisors Inc. Profit Sharing Plan

EIN 41-1825080 • Minneapolis, MN • 26 filings • 3 plans

5500 Wayzata Boulevard Suite 290Minneapolis, MN 55416
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,129,049

2024 Contributions

$268,894

Historical Graphs

Total Assets Over Time

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

$4,129,049$2,064,525$0199920142024YearValue
$4,129,049Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest year 2024

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
202416$4,129,049$268,894$44,816iApproximate average salary by contribution assumption: employee only about $1,120,392 at 4% or $746,928 at 6%; with 50% employer match about $746,928 at 4% or $497,952 at 6%; with 100% employer match about $560,196 at 4% or $373,464 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-6$4,129,049$268,894$44,816iApproximate average salary by contribution assumption: employee only about $1,120,392 at 4% or $746,928 at 6%; with 50% employer match about $746,928 at 4% or $497,952 at 6%; with 100% employer match about $560,196 at 4% or $373,464 at 6%.
202318$3,547,488$325,605$40,701iApproximate average salary by contribution assumption: employee only about $1,017,516 at 4% or $678,344 at 6%; with 50% employer match about $678,344 at 4% or $452,229 at 6%; with 100% employer match about $508,758 at 4% or $339,172 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-8$3,547,488$325,605$40,701iApproximate average salary by contribution assumption: employee only about $1,017,516 at 4% or $678,344 at 6%; with 50% employer match about $678,344 at 4% or $452,229 at 6%; with 100% employer match about $508,758 at 4% or $339,172 at 6%.
202219$2,889,189$312,766$34,752iApproximate average salary by contribution assumption: employee only about $868,794 at 4% or $579,196 at 6%; with 50% employer match about $579,196 at 4% or $386,131 at 6%; with 100% employer match about $434,397 at 4% or $289,598 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-9$2,889,189$312,766$34,752iApproximate average salary by contribution assumption: employee only about $868,794 at 4% or $579,196 at 6%; with 50% employer match about $579,196 at 4% or $386,131 at 6%; with 100% employer match about $434,397 at 4% or $289,598 at 6%.
202118$2,766,879$233,207$29,151iApproximate average salary by contribution assumption: employee only about $728,772 at 4% or $485,848 at 6%; with 50% employer match about $485,848 at 4% or $323,899 at 6%; with 100% employer match about $364,386 at 4% or $242,924 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-8$2,766,879$233,207$29,151iApproximate average salary by contribution assumption: employee only about $728,772 at 4% or $485,848 at 6%; with 50% employer match about $485,848 at 4% or $323,899 at 6%; with 100% employer match about $364,386 at 4% or $242,924 at 6%.
202018$2,210,490$232,936$29,117iApproximate average salary by contribution assumption: employee only about $727,925 at 4% or $485,283 at 6%; with 50% employer match about $485,283 at 4% or $323,522 at 6%; with 100% employer match about $363,963 at 4% or $242,642 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-8$2,210,490$232,936$29,117iApproximate average salary by contribution assumption: employee only about $727,925 at 4% or $485,283 at 6%; with 50% employer match about $485,283 at 4% or $323,522 at 6%; with 100% employer match about $363,963 at 4% or $242,642 at 6%.
201918$1,899,543$185,403$23,175iApproximate average salary by contribution assumption: employee only about $579,384 at 4% or $386,256 at 6%; with 50% employer match about $386,256 at 4% or $257,504 at 6%; with 100% employer match about $289,692 at 4% or $193,128 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-8$1,899,543$185,403$23,175iApproximate average salary by contribution assumption: employee only about $579,384 at 4% or $386,256 at 6%; with 50% employer match about $386,256 at 4% or $257,504 at 6%; with 100% employer match about $289,692 at 4% or $193,128 at 6%.
201819$2,909,746$157,936$17,548iApproximate average salary by contribution assumption: employee only about $438,711 at 4% or $292,474 at 6%; with 50% employer match about $292,474 at 4% or $194,983 at 6%; with 100% employer match about $219,356 at 4% or $146,237 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-9$2,909,746$157,936$17,548iApproximate average salary by contribution assumption: employee only about $438,711 at 4% or $292,474 at 6%; with 50% employer match about $292,474 at 4% or $194,983 at 6%; with 100% employer match about $219,356 at 4% or $146,237 at 6%.
201719$2,946,466$157,860$17,540iApproximate average salary by contribution assumption: employee only about $438,500 at 4% or $292,333 at 6%; with 50% employer match about $292,333 at 4% or $194,889 at 6%; with 100% employer match about $219,250 at 4% or $146,167 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-9$2,946,466$157,860$17,540iApproximate average salary by contribution assumption: employee only about $438,500 at 4% or $292,333 at 6%; with 50% employer match about $292,333 at 4% or $194,889 at 6%; with 100% employer match about $219,250 at 4% or $146,167 at 6%.
201618$2,533,909$160,223$20,028iApproximate average salary by contribution assumption: employee only about $500,697 at 4% or $333,798 at 6%; with 50% employer match about $333,798 at 4% or $222,532 at 6%; with 100% employer match about $250,348 at 4% or $166,899 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-8$2,533,909$160,223$20,028iApproximate average salary by contribution assumption: employee only about $500,697 at 4% or $333,798 at 6%; with 50% employer match about $333,798 at 4% or $222,532 at 6%; with 100% employer match about $250,348 at 4% or $166,899 at 6%.
201519$2,288,421$160,629$17,848iApproximate average salary by contribution assumption: employee only about $446,192 at 4% or $297,461 at 6%; with 50% employer match about $297,461 at 4% or $198,307 at 6%; with 100% employer match about $223,096 at 4% or $148,731 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-9$2,288,421$160,629$17,848iApproximate average salary by contribution assumption: employee only about $446,192 at 4% or $297,461 at 6%; with 50% employer match about $297,461 at 4% or $198,307 at 6%; with 100% employer match about $223,096 at 4% or $148,731 at 6%.
201417$2,131,405$158,290$22,613iApproximate average salary by contribution assumption: employee only about $565,321 at 4% or $376,881 at 6%; with 50% employer match about $376,881 at 4% or $251,254 at 6%; with 100% employer match about $282,661 at 4% or $188,440 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-7$2,131,405$158,290$22,613iApproximate average salary by contribution assumption: employee only about $565,321 at 4% or $376,881 at 6%; with 50% employer match about $376,881 at 4% or $251,254 at 6%; with 100% employer match about $282,661 at 4% or $188,440 at 6%.
201317$1,943,799$135,109$19,301iApproximate average salary by contribution assumption: employee only about $482,532 at 4% or $321,688 at 6%; with 50% employer match about $321,688 at 4% or $214,459 at 6%; with 100% employer match about $241,266 at 4% or $160,844 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-7$1,943,799$135,109$19,301iApproximate average salary by contribution assumption: employee only about $482,532 at 4% or $321,688 at 6%; with 50% employer match about $321,688 at 4% or $214,459 at 6%; with 100% employer match about $241,266 at 4% or $160,844 at 6%.
201217$1,577,289$140,912$20,130iApproximate average salary by contribution assumption: employee only about $503,257 at 4% or $335,505 at 6%; with 50% employer match about $335,505 at 4% or $223,670 at 6%; with 100% employer match about $251,629 at 4% or $167,752 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-7$1,577,289$140,912$20,130iApproximate average salary by contribution assumption: employee only about $503,257 at 4% or $335,505 at 6%; with 50% employer match about $335,505 at 4% or $223,670 at 6%; with 100% employer match about $251,629 at 4% or $167,752 at 6%.
201114$1,279,757$126,196$31,549iApproximate average salary by contribution assumption: employee only about $788,725 at 4% or $525,817 at 6%; with 50% employer match about $525,817 at 4% or $350,544 at 6%; with 100% employer match about $394,363 at 4% or $262,908 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-4$1,279,757$126,196$31,549iApproximate average salary by contribution assumption: employee only about $788,725 at 4% or $525,817 at 6%; with 50% employer match about $525,817 at 4% or $350,544 at 6%; with 100% employer match about $394,363 at 4% or $262,908 at 6%.
201015$1,414,489$133,435$26,687iApproximate average salary by contribution assumption: employee only about $667,175 at 4% or $444,783 at 6%; with 50% employer match about $444,783 at 4% or $296,522 at 6%; with 100% employer match about $333,588 at 4% or $222,392 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-5$1,414,489$133,435$26,687iApproximate average salary by contribution assumption: employee only about $667,175 at 4% or $444,783 at 6%; with 50% employer match about $444,783 at 4% or $296,522 at 6%; with 100% employer match about $333,588 at 4% or $222,392 at 6%.
200914$1,093,408$107,952$26,988iApproximate average salary by contribution assumption: employee only about $674,700 at 4% or $449,800 at 6%; with 50% employer match about $449,800 at 4% or $299,867 at 6%; with 100% employer match about $337,350 at 4% or $224,900 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-4$1,093,408$107,952$26,988iApproximate average salary by contribution assumption: employee only about $674,700 at 4% or $449,800 at 6%; with 50% employer match about $449,800 at 4% or $299,867 at 6%; with 100% employer match about $337,350 at 4% or $224,900 at 6%.
200813$740,654$122,526$40,842iApproximate average salary by contribution assumption: employee only about $1,021,050 at 4% or $680,700 at 6%; with 50% employer match about $680,700 at 4% or $453,800 at 6%; with 100% employer match about $510,525 at 4% or $340,350 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-3$740,654$122,526$40,842iApproximate average salary by contribution assumption: employee only about $1,021,050 at 4% or $680,700 at 6%; with 50% employer match about $680,700 at 4% or $453,800 at 6%; with 100% employer match about $510,525 at 4% or $340,350 at 6%.
200713$0$0-
White Oaks Wealth Advisors Inc. Profit Sharing Plan-3---
200614$857,147$112,139$28,035iApproximate average salary by contribution assumption: employee only about $700,869 at 4% or $467,246 at 6%; with 50% employer match about $467,246 at 4% or $311,497 at 6%; with 100% employer match about $350,434 at 4% or $233,623 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-4$857,147$112,139$28,035iApproximate average salary by contribution assumption: employee only about $700,869 at 4% or $467,246 at 6%; with 50% employer match about $467,246 at 4% or $311,497 at 6%; with 100% employer match about $350,434 at 4% or $233,623 at 6%.
200513$0$0-
White Oaks Wealth Advisors Inc. Profit Sharing Plan-3---
200413$458,087$74,402$24,801iApproximate average salary by contribution assumption: employee only about $620,017 at 4% or $413,344 at 6%; with 50% employer match about $413,344 at 4% or $275,563 at 6%; with 100% employer match about $310,008 at 4% or $206,672 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-3$458,087$74,402$24,801iApproximate average salary by contribution assumption: employee only about $620,017 at 4% or $413,344 at 6%; with 50% employer match about $413,344 at 4% or $275,563 at 6%; with 100% employer match about $310,008 at 4% or $206,672 at 6%.
200312$331,743$50,238$25,119iApproximate average salary by contribution assumption: employee only about $627,975 at 4% or $418,650 at 6%; with 50% employer match about $418,650 at 4% or $279,100 at 6%; with 100% employer match about $313,988 at 4% or $209,325 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-2$331,743$50,238$25,119iApproximate average salary by contribution assumption: employee only about $627,975 at 4% or $418,650 at 6%; with 50% employer match about $418,650 at 4% or $279,100 at 6%; with 100% employer match about $313,988 at 4% or $209,325 at 6%.
200210$0$0-
White Oaks Wealth Advisors Inc. Profit Sharing Plan-0---
200114$0$0-
White Oaks Wealth Advisors Inc. Profit Sharing Plan-4---
200015$311,103$75,215$15,043iApproximate average salary by contribution assumption: employee only about $376,075 at 4% or $250,717 at 6%; with 50% employer match about $250,717 at 4% or $167,144 at 6%; with 100% employer match about $188,038 at 4% or $125,358 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-5$311,103$75,215$15,043iApproximate average salary by contribution assumption: employee only about $376,075 at 4% or $250,717 at 6%; with 50% employer match about $250,717 at 4% or $167,144 at 6%; with 100% employer match about $188,038 at 4% or $125,358 at 6%.
199913$265,205$36,973$12,324iApproximate average salary by contribution assumption: employee only about $308,108 at 4% or $205,406 at 6%; with 50% employer match about $205,406 at 4% or $136,937 at 6%; with 100% employer match about $154,054 at 4% or $102,703 at 6%.
White Oaks Wealth Advisors Inc. Profit Sharing Plan-3$265,205$36,973$12,324iApproximate average salary by contribution assumption: employee only about $308,108 at 4% or $205,406 at 6%; with 50% employer match about $205,406 at 4% or $136,937 at 6%; with 100% employer match about $154,054 at 4% or $102,703 at 6%.