Civic Intelligence

Iron Oak Home Loans Inc

Plan context: Iron Oak Home Loans Employee Profit Sharing Plan 401(K)

EIN 68-0441197 • San Ramon, CA • 13 filings • 1 plans

9260 Alcosta Blvd Bldg C Ste 16San Ramon, CA 94583
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,055,124

2024 Contributions

$192,825

Historical Graphs

Total Assets Over Time

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

$2,055,124$1,027,562$0201220182024YearValue
$2,055,124Latest year 2024

Participants Over Time

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

740201220182024YearValue
7Latest 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
202417$2,055,124$192,825$27,546iApproximate average salary by contribution assumption: employee only about $688,661 at 4% or $459,107 at 6%; with 50% employer match about $459,107 at 4% or $306,071 at 6%; with 100% employer match about $344,330 at 4% or $229,554 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-7$2,055,124$192,825$27,546iApproximate average salary by contribution assumption: employee only about $688,661 at 4% or $459,107 at 6%; with 50% employer match about $459,107 at 4% or $306,071 at 6%; with 100% employer match about $344,330 at 4% or $229,554 at 6%.
202316$1,694,577$164,942$27,490iApproximate average salary by contribution assumption: employee only about $687,258 at 4% or $458,172 at 6%; with 50% employer match about $458,172 at 4% or $305,448 at 6%; with 100% employer match about $343,629 at 4% or $229,086 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-6$1,694,577$164,942$27,490iApproximate average salary by contribution assumption: employee only about $687,258 at 4% or $458,172 at 6%; with 50% employer match about $458,172 at 4% or $305,448 at 6%; with 100% employer match about $343,629 at 4% or $229,086 at 6%.
202216$1,675,443$146,460$24,410iApproximate average salary by contribution assumption: employee only about $610,250 at 4% or $406,833 at 6%; with 50% employer match about $406,833 at 4% or $271,222 at 6%; with 100% employer match about $305,125 at 4% or $203,417 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-6$1,675,443$146,460$24,410iApproximate average salary by contribution assumption: employee only about $610,250 at 4% or $406,833 at 6%; with 50% employer match about $406,833 at 4% or $271,222 at 6%; with 100% employer match about $305,125 at 4% or $203,417 at 6%.
202116$1,423,812$141,848$23,641iApproximate average salary by contribution assumption: employee only about $591,033 at 4% or $394,022 at 6%; with 50% employer match about $394,022 at 4% or $262,681 at 6%; with 100% employer match about $295,517 at 4% or $197,011 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-6$1,423,812$141,848$23,641iApproximate average salary by contribution assumption: employee only about $591,033 at 4% or $394,022 at 6%; with 50% employer match about $394,022 at 4% or $262,681 at 6%; with 100% employer match about $295,517 at 4% or $197,011 at 6%.
202017$1,796,132$185,048$26,435iApproximate average salary by contribution assumption: employee only about $660,886 at 4% or $440,590 at 6%; with 50% employer match about $440,590 at 4% or $293,727 at 6%; with 100% employer match about $330,443 at 4% or $220,295 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-7$1,796,132$185,048$26,435iApproximate average salary by contribution assumption: employee only about $660,886 at 4% or $440,590 at 6%; with 50% employer match about $440,590 at 4% or $293,727 at 6%; with 100% employer match about $330,443 at 4% or $220,295 at 6%.
201916$1,483,024$137,680$22,947iApproximate average salary by contribution assumption: employee only about $573,667 at 4% or $382,444 at 6%; with 50% employer match about $382,444 at 4% or $254,963 at 6%; with 100% employer match about $286,833 at 4% or $191,222 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-6$1,483,024$137,680$22,947iApproximate average salary by contribution assumption: employee only about $573,667 at 4% or $382,444 at 6%; with 50% employer match about $382,444 at 4% or $254,963 at 6%; with 100% employer match about $286,833 at 4% or $191,222 at 6%.
201814$1,245,970$117,500$29,375iApproximate average salary by contribution assumption: employee only about $734,375 at 4% or $489,583 at 6%; with 50% employer match about $489,583 at 4% or $326,389 at 6%; with 100% employer match about $367,188 at 4% or $244,792 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$1,245,970$117,500$29,375iApproximate average salary by contribution assumption: employee only about $734,375 at 4% or $489,583 at 6%; with 50% employer match about $489,583 at 4% or $326,389 at 6%; with 100% employer match about $367,188 at 4% or $244,792 at 6%.
201714$1,009,549$140,300$35,075iApproximate average salary by contribution assumption: employee only about $876,875 at 4% or $584,583 at 6%; with 50% employer match about $584,583 at 4% or $389,722 at 6%; with 100% employer match about $438,438 at 4% or $292,292 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$1,009,549$140,300$35,075iApproximate average salary by contribution assumption: employee only about $876,875 at 4% or $584,583 at 6%; with 50% employer match about $584,583 at 4% or $389,722 at 6%; with 100% employer match about $438,438 at 4% or $292,292 at 6%.
201614$798,638$101,762$25,441iApproximate average salary by contribution assumption: employee only about $636,013 at 4% or $424,008 at 6%; with 50% employer match about $424,008 at 4% or $282,672 at 6%; with 100% employer match about $318,006 at 4% or $212,004 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$798,638$101,762$25,441iApproximate average salary by contribution assumption: employee only about $636,013 at 4% or $424,008 at 6%; with 50% employer match about $424,008 at 4% or $282,672 at 6%; with 100% employer match about $318,006 at 4% or $212,004 at 6%.
201514$635,814$206,382$51,596iApproximate average salary by contribution assumption: employee only about $1,289,888 at 4% or $859,925 at 6%; with 50% employer match about $859,925 at 4% or $573,283 at 6%; with 100% employer match about $644,944 at 4% or $429,963 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$635,814$206,382$51,596iApproximate average salary by contribution assumption: employee only about $1,289,888 at 4% or $859,925 at 6%; with 50% employer match about $859,925 at 4% or $573,283 at 6%; with 100% employer match about $644,944 at 4% or $429,963 at 6%.
201414$395,870$173,146$43,287iApproximate average salary by contribution assumption: employee only about $1,082,163 at 4% or $721,442 at 6%; with 50% employer match about $721,442 at 4% or $480,961 at 6%; with 100% employer match about $541,081 at 4% or $360,721 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$395,870$173,146$43,287iApproximate average salary by contribution assumption: employee only about $1,082,163 at 4% or $721,442 at 6%; with 50% employer match about $721,442 at 4% or $480,961 at 6%; with 100% employer match about $541,081 at 4% or $360,721 at 6%.
201314$184,638$126,460$31,615iApproximate average salary by contribution assumption: employee only about $790,375 at 4% or $526,917 at 6%; with 50% employer match about $526,917 at 4% or $351,278 at 6%; with 100% employer match about $395,188 at 4% or $263,458 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-4$184,638$126,460$31,615iApproximate average salary by contribution assumption: employee only about $790,375 at 4% or $526,917 at 6%; with 50% employer match about $526,917 at 4% or $351,278 at 6%; with 100% employer match about $395,188 at 4% or $263,458 at 6%.
201213$39,987$40,037$13,346iApproximate average salary by contribution assumption: employee only about $333,642 at 4% or $222,428 at 6%; with 50% employer match about $222,428 at 4% or $148,285 at 6%; with 100% employer match about $166,821 at 4% or $111,214 at 6%.
Iron Oak Home Loans Employee Profit Sharing Plan 401(K)-3$39,987$40,037$13,346iApproximate average salary by contribution assumption: employee only about $333,642 at 4% or $222,428 at 6%; with 50% employer match about $222,428 at 4% or $148,285 at 6%; with 100% employer match about $166,821 at 4% or $111,214 at 6%.