Oaks Financial Inc
Plan context: Oaks Financial Inc 401(K) Plan
EIN 46-4172877 • Agoura Hills, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$342,555
2023 Contributions
$36,507
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 3 | $342,555 | $36,507 | $12,169iApproximate average salary by contribution assumption: employee only about $304,225 at 4% or $202,817 at 6%; with 50% employer match about $202,817 at 4% or $135,211 at 6%; with 100% employer match about $152,113 at 4% or $101,408 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $342,555 | $36,507 | $12,169iApproximate average salary by contribution assumption: employee only about $304,225 at 4% or $202,817 at 6%; with 50% employer match about $202,817 at 4% or $135,211 at 6%; with 100% employer match about $152,113 at 4% or $101,408 at 6%. |
| 2022 | 1 | 3 | $262,101 | $29,210 | $9,737iApproximate average salary by contribution assumption: employee only about $243,417 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,185 at 6%; with 100% employer match about $121,708 at 4% or $81,139 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $262,101 | $29,210 | $9,737iApproximate average salary by contribution assumption: employee only about $243,417 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,185 at 6%; with 100% employer match about $121,708 at 4% or $81,139 at 6%. |
| 2021 | 1 | 3 | $278,170 | $29,779 | $9,926iApproximate average salary by contribution assumption: employee only about $248,158 at 4% or $165,439 at 6%; with 50% employer match about $165,439 at 4% or $110,293 at 6%; with 100% employer match about $124,079 at 4% or $82,719 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $278,170 | $29,779 | $9,926iApproximate average salary by contribution assumption: employee only about $248,158 at 4% or $165,439 at 6%; with 50% employer match about $165,439 at 4% or $110,293 at 6%; with 100% employer match about $124,079 at 4% or $82,719 at 6%. |
| 2020 | 1 | 3 | $224,526 | $29,699 | $9,900iApproximate average salary by contribution assumption: employee only about $247,492 at 4% or $164,994 at 6%; with 50% employer match about $164,994 at 4% or $109,996 at 6%; with 100% employer match about $123,746 at 4% or $82,497 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $224,526 | $29,699 | $9,900iApproximate average salary by contribution assumption: employee only about $247,492 at 4% or $164,994 at 6%; with 50% employer match about $164,994 at 4% or $109,996 at 6%; with 100% employer match about $123,746 at 4% or $82,497 at 6%. |
| 2019 | 1 | 3 | $174,240 | $29,554 | $9,851iApproximate average salary by contribution assumption: employee only about $246,283 at 4% or $164,189 at 6%; with 50% employer match about $164,189 at 4% or $109,459 at 6%; with 100% employer match about $123,142 at 4% or $82,094 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $174,240 | $29,554 | $9,851iApproximate average salary by contribution assumption: employee only about $246,283 at 4% or $164,189 at 6%; with 50% employer match about $164,189 at 4% or $109,459 at 6%; with 100% employer match about $123,142 at 4% or $82,094 at 6%. |
| 2018 | 1 | 3 | $120,266 | $28,309 | $9,436iApproximate average salary by contribution assumption: employee only about $235,908 at 4% or $157,272 at 6%; with 50% employer match about $157,272 at 4% or $104,848 at 6%; with 100% employer match about $117,954 at 4% or $78,636 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $120,266 | $28,309 | $9,436iApproximate average salary by contribution assumption: employee only about $235,908 at 4% or $157,272 at 6%; with 50% employer match about $157,272 at 4% or $104,848 at 6%; with 100% employer match about $117,954 at 4% or $78,636 at 6%. |
| 2017 | 1 | 3 | $100,373 | $26,398 | $8,799iApproximate average salary by contribution assumption: employee only about $219,983 at 4% or $146,656 at 6%; with 50% employer match about $146,656 at 4% or $97,770 at 6%; with 100% employer match about $109,992 at 4% or $73,328 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $100,373 | $26,398 | $8,799iApproximate average salary by contribution assumption: employee only about $219,983 at 4% or $146,656 at 6%; with 50% employer match about $146,656 at 4% or $97,770 at 6%; with 100% employer match about $109,992 at 4% or $73,328 at 6%. |
| 2016 | 1 | 3 | $63,066 | $20,234 | $6,745iApproximate average salary by contribution assumption: employee only about $168,617 at 4% or $112,411 at 6%; with 50% employer match about $112,411 at 4% or $74,941 at 6%; with 100% employer match about $84,308 at 4% or $56,206 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 3 | $63,066 | $20,234 | $6,745iApproximate average salary by contribution assumption: employee only about $168,617 at 4% or $112,411 at 6%; with 50% employer match about $112,411 at 4% or $74,941 at 6%; with 100% employer match about $84,308 at 4% or $56,206 at 6%. |
| 2015 | 1 | 2 | $38,428 | $9,294 | $4,647iApproximate average salary by contribution assumption: employee only about $116,175 at 4% or $77,450 at 6%; with 50% employer match about $77,450 at 4% or $51,633 at 6%; with 100% employer match about $58,088 at 4% or $38,725 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 2 | $38,428 | $9,294 | $4,647iApproximate average salary by contribution assumption: employee only about $116,175 at 4% or $77,450 at 6%; with 50% employer match about $77,450 at 4% or $51,633 at 6%; with 100% employer match about $58,088 at 4% or $38,725 at 6%. |
| 2014 | 1 | 2 | $44,828 | $42,681 | $21,341iApproximate average salary by contribution assumption: employee only about $533,513 at 4% or $355,675 at 6%; with 50% employer match about $355,675 at 4% or $237,117 at 6%; with 100% employer match about $266,756 at 4% or $177,838 at 6%. |
| Oaks Financial Inc 401(K) Plan | - | 2 | $44,828 | $42,681 | $21,341iApproximate average salary by contribution assumption: employee only about $533,513 at 4% or $355,675 at 6%; with 50% employer match about $355,675 at 4% or $237,117 at 6%; with 100% employer match about $266,756 at 4% or $177,838 at 6%. |