Civic Intelligence

Oaks Independent Insurance Solutions Inc.

Plan context: Oaks Independent Insurance Solutions Inc. 401(K) Plan

EIN 83-2035376 • Paso Robles, CA • 7 filings • 1 plans

1818 Spring Street #BPaso Robles, CA 93446
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$580,473

2025 Contributions

$52,666

Historical Graphs

Total Assets Over Time

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

$580,473$290,237$0201920222025YearValue
$580,473Latest year 2025

Participants Over Time

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

320201920222025YearValue
2Latest 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
202512$580,473$52,666$26,333iApproximate average salary by contribution assumption: employee only about $658,325 at 4% or $438,883 at 6%; with 50% employer match about $438,883 at 4% or $292,589 at 6%; with 100% employer match about $329,163 at 4% or $219,442 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-2$580,473$52,666$26,333iApproximate average salary by contribution assumption: employee only about $658,325 at 4% or $438,883 at 6%; with 50% employer match about $438,883 at 4% or $292,589 at 6%; with 100% employer match about $329,163 at 4% or $219,442 at 6%.
202412$455,797$51,818$25,909iApproximate average salary by contribution assumption: employee only about $647,725 at 4% or $431,817 at 6%; with 50% employer match about $431,817 at 4% or $287,878 at 6%; with 100% employer match about $323,863 at 4% or $215,908 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-2$455,797$51,818$25,909iApproximate average salary by contribution assumption: employee only about $647,725 at 4% or $431,817 at 6%; with 50% employer match about $431,817 at 4% or $287,878 at 6%; with 100% employer match about $323,863 at 4% or $215,908 at 6%.
202312$362,480$56,123$28,062iApproximate average salary by contribution assumption: employee only about $701,538 at 4% or $467,692 at 6%; with 50% employer match about $467,692 at 4% or $311,794 at 6%; with 100% employer match about $350,769 at 4% or $233,846 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-2$362,480$56,123$28,062iApproximate average salary by contribution assumption: employee only about $701,538 at 4% or $467,692 at 6%; with 50% employer match about $467,692 at 4% or $311,794 at 6%; with 100% employer match about $350,769 at 4% or $233,846 at 6%.
202213$370,905$56,129$18,710iApproximate average salary by contribution assumption: employee only about $467,742 at 4% or $311,828 at 6%; with 50% employer match about $311,828 at 4% or $207,885 at 6%; with 100% employer match about $233,871 at 4% or $155,914 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-3$370,905$56,129$18,710iApproximate average salary by contribution assumption: employee only about $467,742 at 4% or $311,828 at 6%; with 50% employer match about $311,828 at 4% or $207,885 at 6%; with 100% employer match about $233,871 at 4% or $155,914 at 6%.
202113$383,503$53,902$17,967iApproximate average salary by contribution assumption: employee only about $449,183 at 4% or $299,456 at 6%; with 50% employer match about $299,456 at 4% or $199,637 at 6%; with 100% employer match about $224,592 at 4% or $149,728 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-3$383,503$53,902$17,967iApproximate average salary by contribution assumption: employee only about $449,183 at 4% or $299,456 at 6%; with 50% employer match about $299,456 at 4% or $199,637 at 6%; with 100% employer match about $224,592 at 4% or $149,728 at 6%.
202013$295,199$58,038$19,346iApproximate average salary by contribution assumption: employee only about $483,650 at 4% or $322,433 at 6%; with 50% employer match about $322,433 at 4% or $214,956 at 6%; with 100% employer match about $241,825 at 4% or $161,217 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-3$295,199$58,038$19,346iApproximate average salary by contribution assumption: employee only about $483,650 at 4% or $322,433 at 6%; with 50% employer match about $322,433 at 4% or $214,956 at 6%; with 100% employer match about $241,825 at 4% or $161,217 at 6%.
201913$211,581$51,428$17,143iApproximate average salary by contribution assumption: employee only about $428,567 at 4% or $285,711 at 6%; with 50% employer match about $285,711 at 4% or $190,474 at 6%; with 100% employer match about $214,283 at 4% or $142,856 at 6%.
Oaks Independent Insurance Solutions Inc. 401(K) Plan-3$211,581$51,428$17,143iApproximate average salary by contribution assumption: employee only about $428,567 at 4% or $285,711 at 6%; with 50% employer match about $285,711 at 4% or $190,474 at 6%; with 100% employer match about $214,283 at 4% or $142,856 at 6%.