Civic Intelligence

OCEANSIDE CAPITAL ADVISORS

Plan context: OCEANSIDE CAPITAL ADVISORS 401(K) PLAN

EIN 81-4267868 • Denver, CO • 8 filings • 1 plans

1601 19th StreetSuite 1150Denver, CO 80202
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$850,540

2025 Contributions

$87,164

Historical Graphs

Total Assets Over Time

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

$850,540$425,270$0201820222025YearValue
$850,540Latest year 2025

Participants Over Time

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

740201820222025YearValue
7Latest 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
202517$850,540$87,164$12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-7$850,540$87,164$12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%.
202416$648,211$101,355$16,893iApproximate average salary by contribution assumption: employee only about $422,313 at 4% or $281,542 at 6%; with 50% employer match about $281,542 at 4% or $187,694 at 6%; with 100% employer match about $211,156 at 4% or $140,771 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-6$648,211$101,355$16,893iApproximate average salary by contribution assumption: employee only about $422,313 at 4% or $281,542 at 6%; with 50% employer match about $281,542 at 4% or $187,694 at 6%; with 100% employer match about $211,156 at 4% or $140,771 at 6%.
202317$498,005$128,001$18,286iApproximate average salary by contribution assumption: employee only about $457,146 at 4% or $304,764 at 6%; with 50% employer match about $304,764 at 4% or $203,176 at 6%; with 100% employer match about $228,573 at 4% or $152,382 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-7$498,005$128,001$18,286iApproximate average salary by contribution assumption: employee only about $457,146 at 4% or $304,764 at 6%; with 50% employer match about $304,764 at 4% or $203,176 at 6%; with 100% employer match about $228,573 at 4% or $152,382 at 6%.
202217$310,210$100,589$14,370iApproximate average salary by contribution assumption: employee only about $359,246 at 4% or $239,498 at 6%; with 50% employer match about $239,498 at 4% or $159,665 at 6%; with 100% employer match about $179,623 at 4% or $119,749 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-7$310,210$100,589$14,370iApproximate average salary by contribution assumption: employee only about $359,246 at 4% or $239,498 at 6%; with 50% employer match about $239,498 at 4% or $159,665 at 6%; with 100% employer match about $179,623 at 4% or $119,749 at 6%.
202117$265,911$67,394$9,628iApproximate average salary by contribution assumption: employee only about $240,693 at 4% or $160,462 at 6%; with 50% employer match about $160,462 at 4% or $106,975 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-7$265,911$67,394$9,628iApproximate average salary by contribution assumption: employee only about $240,693 at 4% or $160,462 at 6%; with 50% employer match about $160,462 at 4% or $106,975 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
202014$173,723$51,883$12,971iApproximate average salary by contribution assumption: employee only about $324,269 at 4% or $216,179 at 6%; with 50% employer match about $216,179 at 4% or $144,119 at 6%; with 100% employer match about $162,134 at 4% or $108,090 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-4$173,723$51,883$12,971iApproximate average salary by contribution assumption: employee only about $324,269 at 4% or $216,179 at 6%; with 50% employer match about $216,179 at 4% or $144,119 at 6%; with 100% employer match about $162,134 at 4% or $108,090 at 6%.
201914$97,431$49,283$12,321iApproximate average salary by contribution assumption: employee only about $308,019 at 4% or $205,346 at 6%; with 50% employer match about $205,346 at 4% or $136,897 at 6%; with 100% employer match about $154,009 at 4% or $102,673 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-4$97,431$49,283$12,321iApproximate average salary by contribution assumption: employee only about $308,019 at 4% or $205,346 at 6%; with 50% employer match about $205,346 at 4% or $136,897 at 6%; with 100% employer match about $154,009 at 4% or $102,673 at 6%.
201814$35,403$37,422$9,356iApproximate average salary by contribution assumption: employee only about $233,888 at 4% or $155,925 at 6%; with 50% employer match about $155,925 at 4% or $103,950 at 6%; with 100% employer match about $116,944 at 4% or $77,963 at 6%.
OCEANSIDE CAPITAL ADVISORS 401(K) PLAN-4$35,403$37,422$9,356iApproximate average salary by contribution assumption: employee only about $233,888 at 4% or $155,925 at 6%; with 50% employer match about $155,925 at 4% or $103,950 at 6%; with 100% employer match about $116,944 at 4% or $77,963 at 6%.