12 Oaks Management Services Inc.
Plan context: 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust
EIN 75-2418094 • Dallas, TX • 29 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,382
2024 Assets
$3,082,919
2024 Contributions
$587,259
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1,382 | $3,082,919 | $587,259 | $425iApproximate average salary by contribution assumption: employee only about $10,623 at 4% or $7,082 at 6%; with 50% employer match about $7,082 at 4% or $4,721 at 6%; with 100% employer match about $5,312 at 4% or $3,541 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 1,382 | $3,082,919 | $587,259 | $425iApproximate average salary by contribution assumption: employee only about $10,623 at 4% or $7,082 at 6%; with 50% employer match about $7,082 at 4% or $4,721 at 6%; with 100% employer match about $5,312 at 4% or $3,541 at 6%. |
| 2023 | 2 | 1,259 | $5,105,424 | $1,229,808 | $977iApproximate average salary by contribution assumption: employee only about $24,420 at 4% or $16,280 at 6%; with 50% employer match about $16,280 at 4% or $10,853 at 6%; with 100% employer match about $12,210 at 4% or $8,140 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 1,259 | $2,552,712 | $614,904 | $488iApproximate average salary by contribution assumption: employee only about $12,210 at 4% or $8,140 at 6%; with 50% employer match about $8,140 at 4% or $5,427 at 6%; with 100% employer match about $6,105 at 4% or $4,070 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 1,259 | $2,552,712 | $614,904 | $488iApproximate average salary by contribution assumption: employee only about $12,210 at 4% or $8,140 at 6%; with 50% employer match about $8,140 at 4% or $5,427 at 6%; with 100% employer match about $6,105 at 4% or $4,070 at 6%. |
| 2022 | 1 | 630 | $2,011,665 | $445,526 | $707iApproximate average salary by contribution assumption: employee only about $17,680 at 4% or $11,786 at 6%; with 50% employer match about $11,786 at 4% or $7,858 at 6%; with 100% employer match about $8,840 at 4% or $5,893 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 630 | $2,011,665 | $445,526 | $707iApproximate average salary by contribution assumption: employee only about $17,680 at 4% or $11,786 at 6%; with 50% employer match about $11,786 at 4% or $7,858 at 6%; with 100% employer match about $8,840 at 4% or $5,893 at 6%. |
| 2021 | 1 | 235 | $1,953,829 | $165,671 | $705iApproximate average salary by contribution assumption: employee only about $17,625 at 4% or $11,750 at 6%; with 50% employer match about $11,750 at 4% or $7,833 at 6%; with 100% employer match about $8,812 at 4% or $5,875 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 235 | $1,953,829 | $165,671 | $705iApproximate average salary by contribution assumption: employee only about $17,625 at 4% or $11,750 at 6%; with 50% employer match about $11,750 at 4% or $7,833 at 6%; with 100% employer match about $8,812 at 4% or $5,875 at 6%. |
| 2020 | 1 | 259 | $1,661,482 | $145,191 | $561iApproximate average salary by contribution assumption: employee only about $14,015 at 4% or $9,343 at 6%; with 50% employer match about $9,343 at 4% or $6,229 at 6%; with 100% employer match about $7,007 at 4% or $4,672 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 259 | $1,661,482 | $145,191 | $561iApproximate average salary by contribution assumption: employee only about $14,015 at 4% or $9,343 at 6%; with 50% employer match about $9,343 at 4% or $6,229 at 6%; with 100% employer match about $7,007 at 4% or $4,672 at 6%. |
| 2019 | 2 | 329 | $1,493,344 | $372,272 | $1,132iApproximate average salary by contribution assumption: employee only about $28,288 at 4% or $18,859 at 6%; with 50% employer match about $18,859 at 4% or $12,573 at 6%; with 100% employer match about $14,144 at 4% or $9,429 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 329 | $1,493,344 | $372,272 | $1,132iApproximate average salary by contribution assumption: employee only about $28,288 at 4% or $18,859 at 6%; with 50% employer match about $18,859 at 4% or $12,573 at 6%; with 100% employer match about $14,144 at 4% or $9,429 at 6%. |
| 12 OAKS MANAGEMENT, INC. | - | 194 | - | - | - |
| 2018 | 2 | 282 | $1,117,957 | $142,971 | $507iApproximate average salary by contribution assumption: employee only about $12,675 at 4% or $8,450 at 6%; with 50% employer match about $8,450 at 4% or $5,633 at 6%; with 100% employer match about $6,337 at 4% or $4,225 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 282 | $1,117,957 | $142,971 | $507iApproximate average salary by contribution assumption: employee only about $12,675 at 4% or $8,450 at 6%; with 50% employer match about $8,450 at 4% or $5,633 at 6%; with 100% employer match about $6,337 at 4% or $4,225 at 6%. |
| 12 OAKS MANAGEMENT, INC. | - | 239 | - | - | - |
| 2017 | 2 | 238 | $1,737,030 | $178,682 | $751iApproximate average salary by contribution assumption: employee only about $18,769 at 4% or $12,513 at 6%; with 50% employer match about $12,513 at 4% or $8,342 at 6%; with 100% employer match about $9,385 at 4% or $6,256 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 211 | $1,737,030 | $178,682 | $847iApproximate average salary by contribution assumption: employee only about $21,171 at 4% or $14,114 at 6%; with 50% employer match about $14,114 at 4% or $9,409 at 6%; with 100% employer match about $10,585 at 4% or $7,057 at 6%. |
| 12 OAKS MANAGEMENT SERVICES INC. | - | 238 | - | - | - |
| 2016 | 1 | 251 | $1,748,765 | $188,432 | $751iApproximate average salary by contribution assumption: employee only about $18,768 at 4% or $12,512 at 6%; with 50% employer match about $12,512 at 4% or $8,341 at 6%; with 100% employer match about $9,384 at 4% or $6,256 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 251 | $1,748,765 | $188,432 | $751iApproximate average salary by contribution assumption: employee only about $18,768 at 4% or $12,512 at 6%; with 50% employer match about $12,512 at 4% or $8,341 at 6%; with 100% employer match about $9,384 at 4% or $6,256 at 6%. |
| 2015 | 1 | 237 | $1,547,303 | $153,685 | $648iApproximate average salary by contribution assumption: employee only about $16,211 at 4% or $10,808 at 6%; with 50% employer match about $10,808 at 4% or $7,205 at 6%; with 100% employer match about $8,106 at 4% or $5,404 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 237 | $1,547,303 | $153,685 | $648iApproximate average salary by contribution assumption: employee only about $16,211 at 4% or $10,808 at 6%; with 50% employer match about $10,808 at 4% or $7,205 at 6%; with 100% employer match about $8,106 at 4% or $5,404 at 6%. |
| 2014 | 1 | 268 | $1,708,649 | $218,531 | $815iApproximate average salary by contribution assumption: employee only about $20,385 at 4% or $13,590 at 6%; with 50% employer match about $13,590 at 4% or $9,060 at 6%; with 100% employer match about $10,193 at 4% or $6,795 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 268 | $1,708,649 | $218,531 | $815iApproximate average salary by contribution assumption: employee only about $20,385 at 4% or $13,590 at 6%; with 50% employer match about $13,590 at 4% or $9,060 at 6%; with 100% employer match about $10,193 at 4% or $6,795 at 6%. |
| 2013 | 1 | 257 | $1,720,411 | $221,929 | $864iApproximate average salary by contribution assumption: employee only about $21,588 at 4% or $14,392 at 6%; with 50% employer match about $14,392 at 4% or $9,595 at 6%; with 100% employer match about $10,794 at 4% or $7,196 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 257 | $1,720,411 | $221,929 | $864iApproximate average salary by contribution assumption: employee only about $21,588 at 4% or $14,392 at 6%; with 50% employer match about $14,392 at 4% or $9,595 at 6%; with 100% employer match about $10,794 at 4% or $7,196 at 6%. |
| 2012 | 1 | 242 | $1,386,011 | $253,956 | $1,049iApproximate average salary by contribution assumption: employee only about $26,235 at 4% or $17,490 at 6%; with 50% employer match about $17,490 at 4% or $11,660 at 6%; with 100% employer match about $13,118 at 4% or $8,745 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 242 | $1,386,011 | $253,956 | $1,049iApproximate average salary by contribution assumption: employee only about $26,235 at 4% or $17,490 at 6%; with 50% employer match about $17,490 at 4% or $11,660 at 6%; with 100% employer match about $13,118 at 4% or $8,745 at 6%. |
| 2011 | 1 | 308 | $1,095,789 | $242,789 | $788iApproximate average salary by contribution assumption: employee only about $19,707 at 4% or $13,138 at 6%; with 50% employer match about $13,138 at 4% or $8,759 at 6%; with 100% employer match about $9,853 at 4% or $6,569 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 308 | $1,095,789 | $242,789 | $788iApproximate average salary by contribution assumption: employee only about $19,707 at 4% or $13,138 at 6%; with 50% employer match about $13,138 at 4% or $8,759 at 6%; with 100% employer match about $9,853 at 4% or $6,569 at 6%. |
| 2010 | 1 | 196 | $985,185 | $181,731 | $927iApproximate average salary by contribution assumption: employee only about $23,180 at 4% or $15,453 at 6%; with 50% employer match about $15,453 at 4% or $10,302 at 6%; with 100% employer match about $11,590 at 4% or $7,727 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 196 | $985,185 | $181,731 | $927iApproximate average salary by contribution assumption: employee only about $23,180 at 4% or $15,453 at 6%; with 50% employer match about $15,453 at 4% or $10,302 at 6%; with 100% employer match about $11,590 at 4% or $7,727 at 6%. |
| 2009 | 1 | 253 | $750,531 | $198,455 | $784iApproximate average salary by contribution assumption: employee only about $19,610 at 4% or $13,073 at 6%; with 50% employer match about $13,073 at 4% or $8,716 at 6%; with 100% employer match about $9,805 at 4% or $6,537 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 253 | $750,531 | $198,455 | $784iApproximate average salary by contribution assumption: employee only about $19,610 at 4% or $13,073 at 6%; with 50% employer match about $13,073 at 4% or $8,716 at 6%; with 100% employer match about $9,805 at 4% or $6,537 at 6%. |
| 2008 | 1 | 216 | $469,410 | $175,593 | $813iApproximate average salary by contribution assumption: employee only about $20,323 at 4% or $13,549 at 6%; with 50% employer match about $13,549 at 4% or $9,033 at 6%; with 100% employer match about $10,162 at 4% or $6,774 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 216 | $469,410 | $175,593 | $813iApproximate average salary by contribution assumption: employee only about $20,323 at 4% or $13,549 at 6%; with 50% employer match about $13,549 at 4% or $9,033 at 6%; with 100% employer match about $10,162 at 4% or $6,774 at 6%. |
| 2007 | 1 | 124 | $432,457 | $97,843 | $789iApproximate average salary by contribution assumption: employee only about $19,726 at 4% or $13,151 at 6%; with 50% employer match about $13,151 at 4% or $8,767 at 6%; with 100% employer match about $9,863 at 4% or $6,575 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 124 | $432,457 | $97,843 | $789iApproximate average salary by contribution assumption: employee only about $19,726 at 4% or $13,151 at 6%; with 50% employer match about $13,151 at 4% or $8,767 at 6%; with 100% employer match about $9,863 at 4% or $6,575 at 6%. |
| 2006 | 1 | 105 | $313,046 | $60,998 | $581iApproximate average salary by contribution assumption: employee only about $14,523 at 4% or $9,682 at 6%; with 50% employer match about $9,682 at 4% or $6,455 at 6%; with 100% employer match about $7,262 at 4% or $4,841 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 105 | $313,046 | $60,998 | $581iApproximate average salary by contribution assumption: employee only about $14,523 at 4% or $9,682 at 6%; with 50% employer match about $9,682 at 4% or $6,455 at 6%; with 100% employer match about $7,262 at 4% or $4,841 at 6%. |
| 2005 | 1 | 82 | $224,975 | $47,004 | $573iApproximate average salary by contribution assumption: employee only about $14,330 at 4% or $9,554 at 6%; with 50% employer match about $9,554 at 4% or $6,369 at 6%; with 100% employer match about $7,165 at 4% or $4,777 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 82 | $224,975 | $47,004 | $573iApproximate average salary by contribution assumption: employee only about $14,330 at 4% or $9,554 at 6%; with 50% employer match about $9,554 at 4% or $6,369 at 6%; with 100% employer match about $7,165 at 4% or $4,777 at 6%. |
| 2004 | 1 | 58 | $188,462 | $34,243 | $590iApproximate average salary by contribution assumption: employee only about $14,760 at 4% or $9,840 at 6%; with 50% employer match about $9,840 at 4% or $6,560 at 6%; with 100% employer match about $7,380 at 4% or $4,920 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 58 | $188,462 | $34,243 | $590iApproximate average salary by contribution assumption: employee only about $14,760 at 4% or $9,840 at 6%; with 50% employer match about $9,840 at 4% or $6,560 at 6%; with 100% employer match about $7,380 at 4% or $4,920 at 6%. |
| 2003 | 1 | 49 | $176,241 | $41,685 | $851iApproximate average salary by contribution assumption: employee only about $21,268 at 4% or $14,179 at 6%; with 50% employer match about $14,179 at 4% or $9,452 at 6%; with 100% employer match about $10,634 at 4% or $7,089 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 49 | $176,241 | $41,685 | $851iApproximate average salary by contribution assumption: employee only about $21,268 at 4% or $14,179 at 6%; with 50% employer match about $14,179 at 4% or $9,452 at 6%; with 100% employer match about $10,634 at 4% or $7,089 at 6%. |
| 2002 | 1 | 31 | $143,534 | $38,563 | $1,244iApproximate average salary by contribution assumption: employee only about $31,099 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,366 at 6%. |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $143,534 | $38,563 | $1,244iApproximate average salary by contribution assumption: employee only about $31,099 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,366 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | - | - | - |
| 2000 | 1 | 23 | $0 | $0 | - |
| 12 Oaks Management Services Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | - | - | - |