Oceanis Financial Advisors Inc.
Plan context: Oceanis Financial Advisors 401(K) Profit Sharing Plan
EIN 47-2023519 • Miami, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$772,111
2025 Contributions
$121,286
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $772,111 | $121,286 | $60,643iApproximate average salary by contribution assumption: employee only about $1,516,075 at 4% or $1,010,717 at 6%; with 50% employer match about $1,010,717 at 4% or $673,811 at 6%; with 100% employer match about $758,038 at 4% or $505,358 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $772,111 | $121,286 | $60,643iApproximate average salary by contribution assumption: employee only about $1,516,075 at 4% or $1,010,717 at 6%; with 50% employer match about $1,010,717 at 4% or $673,811 at 6%; with 100% employer match about $758,038 at 4% or $505,358 at 6%. |
| 2024 | 1 | 2 | $538,523 | $117,286 | $58,643iApproximate average salary by contribution assumption: employee only about $1,466,075 at 4% or $977,383 at 6%; with 50% employer match about $977,383 at 4% or $651,589 at 6%; with 100% employer match about $733,038 at 4% or $488,692 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $538,523 | $117,286 | $58,643iApproximate average salary by contribution assumption: employee only about $1,466,075 at 4% or $977,383 at 6%; with 50% employer match about $977,383 at 4% or $651,589 at 6%; with 100% employer match about $733,038 at 4% or $488,692 at 6%. |
| 2023 | 1 | 2 | $371,918 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $371,918 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| 2022 | 1 | 2 | $244,673 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $244,673 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| 2021 | 1 | 2 | $188,899 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $188,899 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| 2020 | 1 | 2 | $105,364 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |
| Oceanis Financial Advisors 401(K) Profit Sharing Plan | - | 2 | $105,364 | $105,571 | $52,786iApproximate average salary by contribution assumption: employee only about $1,319,638 at 4% or $879,758 at 6%; with 50% employer match about $879,758 at 4% or $586,506 at 6%; with 100% employer match about $659,819 at 4% or $439,879 at 6%. |