Civic Intelligence

Cascade-Oaks Holding Company

Plan context: Cascade-Oaks Holding Company 401(K) Profit Sharing Plan

EIN 68-0404926 • Lodi, CA • 24 filings • 4 plans

P.O. Box 1000Lodi, CA 95241-1000
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$455,759

2024 Contributions

$122,999

Historical Graphs

Total Assets Over Time

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

$1,083,864$541,932$0200220142024YearValue
$455,759Latest year 2024

Participants Over Time

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

20100200120132024YearValue
15Latest 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
2024115$455,759$122,999$8,200iApproximate average salary by contribution assumption: employee only about $204,998 at 4% or $136,666 at 6%; with 50% employer match about $136,666 at 4% or $91,110 at 6%; with 100% employer match about $102,499 at 4% or $68,333 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-15$455,759$122,999$8,200iApproximate average salary by contribution assumption: employee only about $204,998 at 4% or $136,666 at 6%; with 50% employer match about $136,666 at 4% or $91,110 at 6%; with 100% employer match about $102,499 at 4% or $68,333 at 6%.
2023113$618,239$135,972$10,459iApproximate average salary by contribution assumption: employee only about $261,485 at 4% or $174,323 at 6%; with 50% employer match about $174,323 at 4% or $116,215 at 6%; with 100% employer match about $130,742 at 4% or $87,162 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-13$618,239$135,972$10,459iApproximate average salary by contribution assumption: employee only about $261,485 at 4% or $174,323 at 6%; with 50% employer match about $174,323 at 4% or $116,215 at 6%; with 100% employer match about $130,742 at 4% or $87,162 at 6%.
2022114$627,144$112,262$8,019iApproximate average salary by contribution assumption: employee only about $200,468 at 4% or $133,645 at 6%; with 50% employer match about $133,645 at 4% or $89,097 at 6%; with 100% employer match about $100,234 at 4% or $66,823 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-14$627,144$112,262$8,019iApproximate average salary by contribution assumption: employee only about $200,468 at 4% or $133,645 at 6%; with 50% employer match about $133,645 at 4% or $89,097 at 6%; with 100% employer match about $100,234 at 4% or $66,823 at 6%.
2021114$619,760$112,364$8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-14$619,760$112,364$8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%.
2020111$478,696$106,824$9,711iApproximate average salary by contribution assumption: employee only about $242,782 at 4% or $161,855 at 6%; with 50% employer match about $161,855 at 4% or $107,903 at 6%; with 100% employer match about $121,391 at 4% or $80,927 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-11$478,696$106,824$9,711iApproximate average salary by contribution assumption: employee only about $242,782 at 4% or $161,855 at 6%; with 50% employer match about $161,855 at 4% or $107,903 at 6%; with 100% employer match about $121,391 at 4% or $80,927 at 6%.
2019111$426,669$83,048$7,550iApproximate average salary by contribution assumption: employee only about $188,745 at 4% or $125,830 at 6%; with 50% employer match about $125,830 at 4% or $83,887 at 6%; with 100% employer match about $94,373 at 4% or $62,915 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-11$426,669$83,048$7,550iApproximate average salary by contribution assumption: employee only about $188,745 at 4% or $125,830 at 6%; with 50% employer match about $125,830 at 4% or $83,887 at 6%; with 100% employer match about $94,373 at 4% or $62,915 at 6%.
2018110$359,186$85,291$8,529iApproximate average salary by contribution assumption: employee only about $213,228 at 4% or $142,152 at 6%; with 50% employer match about $142,152 at 4% or $94,768 at 6%; with 100% employer match about $106,614 at 4% or $71,076 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-10$359,186$85,291$8,529iApproximate average salary by contribution assumption: employee only about $213,228 at 4% or $142,152 at 6%; with 50% employer match about $142,152 at 4% or $94,768 at 6%; with 100% employer match about $106,614 at 4% or $71,076 at 6%.
201719$579,513$74,056$8,228iApproximate average salary by contribution assumption: employee only about $205,711 at 4% or $137,141 at 6%; with 50% employer match about $137,141 at 4% or $91,427 at 6%; with 100% employer match about $102,856 at 4% or $68,570 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-9$579,513$74,056$8,228iApproximate average salary by contribution assumption: employee only about $205,711 at 4% or $137,141 at 6%; with 50% employer match about $137,141 at 4% or $91,427 at 6%; with 100% employer match about $102,856 at 4% or $68,570 at 6%.
201619$1,083,864$66,858$7,429iApproximate average salary by contribution assumption: employee only about $185,717 at 4% or $123,811 at 6%; with 50% employer match about $123,811 at 4% or $82,541 at 6%; with 100% employer match about $92,858 at 4% or $61,906 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-9$1,083,864$66,858$7,429iApproximate average salary by contribution assumption: employee only about $185,717 at 4% or $123,811 at 6%; with 50% employer match about $123,811 at 4% or $82,541 at 6%; with 100% employer match about $92,858 at 4% or $61,906 at 6%.
201518$999,446$55,891$6,986iApproximate average salary by contribution assumption: employee only about $174,659 at 4% or $116,440 at 6%; with 50% employer match about $116,440 at 4% or $77,626 at 6%; with 100% employer match about $87,330 at 4% or $58,220 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-8$999,446$55,891$6,986iApproximate average salary by contribution assumption: employee only about $174,659 at 4% or $116,440 at 6%; with 50% employer match about $116,440 at 4% or $77,626 at 6%; with 100% employer match about $87,330 at 4% or $58,220 at 6%.
201417$1,003,156$60,853$8,693iApproximate average salary by contribution assumption: employee only about $217,332 at 4% or $144,888 at 6%; with 50% employer match about $144,888 at 4% or $96,592 at 6%; with 100% employer match about $108,666 at 4% or $72,444 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-7$1,003,156$60,853$8,693iApproximate average salary by contribution assumption: employee only about $217,332 at 4% or $144,888 at 6%; with 50% employer match about $144,888 at 4% or $96,592 at 6%; with 100% employer match about $108,666 at 4% or $72,444 at 6%.
201318$908,042$55,092$6,887iApproximate average salary by contribution assumption: employee only about $172,163 at 4% or $114,775 at 6%; with 50% employer match about $114,775 at 4% or $76,517 at 6%; with 100% employer match about $86,081 at 4% or $57,388 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-8$908,042$55,092$6,887iApproximate average salary by contribution assumption: employee only about $172,163 at 4% or $114,775 at 6%; with 50% employer match about $114,775 at 4% or $76,517 at 6%; with 100% employer match about $86,081 at 4% or $57,388 at 6%.
201217$766,837$55,860$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-7$766,837$55,860$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
201117$685,455$49,963$7,138iApproximate average salary by contribution assumption: employee only about $178,439 at 4% or $118,960 at 6%; with 50% employer match about $118,960 at 4% or $79,306 at 6%; with 100% employer match about $89,220 at 4% or $59,480 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-7$685,455$49,963$7,138iApproximate average salary by contribution assumption: employee only about $178,439 at 4% or $118,960 at 6%; with 50% employer match about $118,960 at 4% or $79,306 at 6%; with 100% employer match about $89,220 at 4% or $59,480 at 6%.
201016$629,909$49,027$8,171iApproximate average salary by contribution assumption: employee only about $204,279 at 4% or $136,186 at 6%; with 50% employer match about $136,186 at 4% or $90,791 at 6%; with 100% employer match about $102,140 at 4% or $68,093 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-6$629,909$49,027$8,171iApproximate average salary by contribution assumption: employee only about $204,279 at 4% or $136,186 at 6%; with 50% employer match about $136,186 at 4% or $90,791 at 6%; with 100% employer match about $102,140 at 4% or $68,093 at 6%.
200916$593,092$50,530$8,422iApproximate average salary by contribution assumption: employee only about $210,542 at 4% or $140,361 at 6%; with 50% employer match about $140,361 at 4% or $93,574 at 6%; with 100% employer match about $105,271 at 4% or $70,181 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-6$593,092$50,530$8,422iApproximate average salary by contribution assumption: employee only about $210,542 at 4% or $140,361 at 6%; with 50% employer match about $140,361 at 4% or $93,574 at 6%; with 100% employer match about $105,271 at 4% or $70,181 at 6%.
2008120$421,447$76,394$3,820iApproximate average salary by contribution assumption: employee only about $95,493 at 4% or $63,662 at 6%; with 50% employer match about $63,662 at 4% or $42,441 at 6%; with 100% employer match about $47,746 at 4% or $31,831 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-20$421,447$76,394$3,820iApproximate average salary by contribution assumption: employee only about $95,493 at 4% or $63,662 at 6%; with 50% employer match about $63,662 at 4% or $42,441 at 6%; with 100% employer match about $47,746 at 4% or $31,831 at 6%.
2007120$0$0-
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-20---
2006117$496,963$82,937$4,879iApproximate average salary by contribution assumption: employee only about $121,966 at 4% or $81,311 at 6%; with 50% employer match about $81,311 at 4% or $54,207 at 6%; with 100% employer match about $60,983 at 4% or $40,655 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-17$496,963$82,937$4,879iApproximate average salary by contribution assumption: employee only about $121,966 at 4% or $81,311 at 6%; with 50% employer match about $81,311 at 4% or $54,207 at 6%; with 100% employer match about $60,983 at 4% or $40,655 at 6%.
2005114$425,922$80,922$5,780iApproximate average salary by contribution assumption: employee only about $144,504 at 4% or $96,336 at 6%; with 50% employer match about $96,336 at 4% or $64,224 at 6%; with 100% employer match about $72,252 at 4% or $48,168 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-14$425,922$80,922$5,780iApproximate average salary by contribution assumption: employee only about $144,504 at 4% or $96,336 at 6%; with 50% employer match about $96,336 at 4% or $64,224 at 6%; with 100% employer match about $72,252 at 4% or $48,168 at 6%.
2004113$317,696$78,538$6,041iApproximate average salary by contribution assumption: employee only about $151,035 at 4% or $100,690 at 6%; with 50% employer match about $100,690 at 4% or $67,126 at 6%; with 100% employer match about $75,517 at 4% or $50,345 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-13$317,696$78,538$6,041iApproximate average salary by contribution assumption: employee only about $151,035 at 4% or $100,690 at 6%; with 50% employer match about $100,690 at 4% or $67,126 at 6%; with 100% employer match about $75,517 at 4% or $50,345 at 6%.
2003115$215,662$75,448$5,030iApproximate average salary by contribution assumption: employee only about $125,747 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,916 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-15$215,662$75,448$5,030iApproximate average salary by contribution assumption: employee only about $125,747 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,916 at 6%.
2002115$109,939$64,640$4,309iApproximate average salary by contribution assumption: employee only about $107,733 at 4% or $71,822 at 6%; with 50% employer match about $71,822 at 4% or $47,881 at 6%; with 100% employer match about $53,867 at 4% or $35,911 at 6%.
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-15$109,939$64,640$4,309iApproximate average salary by contribution assumption: employee only about $107,733 at 4% or $71,822 at 6%; with 50% employer match about $71,822 at 4% or $47,881 at 6%; with 100% employer match about $53,867 at 4% or $35,911 at 6%.
2001112$0$0-
Cascade-Oaks Holding Company 401(K) Profit Sharing Plan-12---