Civic Intelligence

TWO OAKS WEALTH, INC.

Plan context: TWO OAKS WEALTH, INC. 401(K) PLAN

EIN 81-3254692 • West Des Moines, IA • 10 filings • 2 plans

214 5th StreetWest Des Moines, IA 50266
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,704,998

2025 Contributions

$83,815

Historical Graphs

Total Assets Over Time

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

$1,704,998$852,499$0201620212025YearValue
$1,704,998Latest year 2025

Participants Over Time

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

420201620212025YearValue
4Latest year 2025

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
202514$1,704,998$83,815$20,954iApproximate average salary by contribution assumption: employee only about $523,844 at 4% or $349,229 at 6%; with 50% employer match about $349,229 at 4% or $232,819 at 6%; with 100% employer match about $261,922 at 4% or $174,615 at 6%.
TWO OAKS WEALTH, INC. 401(K) PLAN-4$1,704,998$83,815$20,954iApproximate average salary by contribution assumption: employee only about $523,844 at 4% or $349,229 at 6%; with 50% employer match about $349,229 at 4% or $232,819 at 6%; with 100% employer match about $261,922 at 4% or $174,615 at 6%.
202414$1,360,498$93,144$23,286iApproximate average salary by contribution assumption: employee only about $582,150 at 4% or $388,100 at 6%; with 50% employer match about $388,100 at 4% or $258,733 at 6%; with 100% employer match about $291,075 at 4% or $194,050 at 6%.
TWO OAKS WEALTH, INC. 401(K) PLAN-4$1,360,498$93,144$23,286iApproximate average salary by contribution assumption: employee only about $582,150 at 4% or $388,100 at 6%; with 50% employer match about $388,100 at 4% or $258,733 at 6%; with 100% employer match about $291,075 at 4% or $194,050 at 6%.
202314$1,081,614$85,758$21,440iApproximate average salary by contribution assumption: employee only about $535,988 at 4% or $357,325 at 6%; with 50% employer match about $357,325 at 4% or $238,217 at 6%; with 100% employer match about $267,994 at 4% or $178,663 at 6%.
TWO OAKS WEALTH, INC. 401(K) PLAN-4$1,081,614$85,758$21,440iApproximate average salary by contribution assumption: employee only about $535,988 at 4% or $357,325 at 6%; with 50% employer match about $357,325 at 4% or $238,217 at 6%; with 100% employer match about $267,994 at 4% or $178,663 at 6%.
202214$804,251$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
TWO OAKS WEALTH, INC. 401(K) PLAN-4$804,251$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
202114$934,976$79,849$19,962iApproximate average salary by contribution assumption: employee only about $499,056 at 4% or $332,704 at 6%; with 50% employer match about $332,704 at 4% or $221,803 at 6%; with 100% employer match about $249,528 at 4% or $166,352 at 6%.
TWO OAKS WEALTH, INC. 401(K) PLAN-4$934,976$79,849$19,962iApproximate average salary by contribution assumption: employee only about $499,056 at 4% or $332,704 at 6%; with 50% employer match about $332,704 at 4% or $221,803 at 6%; with 100% employer match about $249,528 at 4% or $166,352 at 6%.
202014$743,968$24,778$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
LEGACY CAPITAL PARTNERS, INC. 401(K) PLAN-4$743,968$24,778$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
201914$572,425$42,465$10,616iApproximate average salary by contribution assumption: employee only about $265,406 at 4% or $176,938 at 6%; with 50% employer match about $176,938 at 4% or $117,958 at 6%; with 100% employer match about $132,703 at 4% or $88,469 at 6%.
LEGACY CAPITAL PARTNERS, INC. 401(K) PLAN-4$572,425$42,465$10,616iApproximate average salary by contribution assumption: employee only about $265,406 at 4% or $176,938 at 6%; with 50% employer match about $176,938 at 4% or $117,958 at 6%; with 100% employer match about $132,703 at 4% or $88,469 at 6%.
201814$733,284$76,313$19,078iApproximate average salary by contribution assumption: employee only about $476,956 at 4% or $317,971 at 6%; with 50% employer match about $317,971 at 4% or $211,981 at 6%; with 100% employer match about $238,478 at 4% or $158,985 at 6%.
LEGACY CAPITAL PARTNERS, INC. 401(K) PLAN-4$733,284$76,313$19,078iApproximate average salary by contribution assumption: employee only about $476,956 at 4% or $317,971 at 6%; with 50% employer match about $317,971 at 4% or $211,981 at 6%; with 100% employer match about $238,478 at 4% or $158,985 at 6%.
201714$713,253$67,191$16,798iApproximate average salary by contribution assumption: employee only about $419,944 at 4% or $279,963 at 6%; with 50% employer match about $279,963 at 4% or $186,642 at 6%; with 100% employer match about $209,972 at 4% or $139,981 at 6%.
LEGACY CAPITAL PARTNERS, INC. 401(K) PLAN-4$713,253$67,191$16,798iApproximate average salary by contribution assumption: employee only about $419,944 at 4% or $279,963 at 6%; with 50% employer match about $279,963 at 4% or $186,642 at 6%; with 100% employer match about $209,972 at 4% or $139,981 at 6%.
201614$515,108$506,739$126,685iApproximate average salary by contribution assumption: employee only about $3,167,119 at 4% or $2,111,413 at 6%; with 50% employer match about $2,111,413 at 4% or $1,407,608 at 6%; with 100% employer match about $1,583,559 at 4% or $1,055,706 at 6%.
LEGACY CAPITAL PARTNERS, INC. 401(K) PLAN-4$515,108$506,739$126,685iApproximate average salary by contribution assumption: employee only about $3,167,119 at 4% or $2,111,413 at 6%; with 50% employer match about $2,111,413 at 4% or $1,407,608 at 6%; with 100% employer match about $1,583,559 at 4% or $1,055,706 at 6%.