Oak Grove Institute Foundation, Inc. at 24275 Jefferson Ave, Murrieta, Ca 92562 lists Tamara L Wilson and Fe K Santiago of Murrieta, CA as associates.
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Tamara L Wilson
Individual Agent
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24275 JEFFERSON AVE, MURRIETA, CA 92562
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Tamara L Wilson
CEO
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24275 JEFFERSON AVE, MURRIETA, CA 92562
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Fe K Santiago
Chief Financial Officer
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24275 JEFFERSON AVE, MURRIETA, CA 92562
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Karen Locklin
Secretary
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24275 JEFFERSON AVE, MURRIETA, CA 92562
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Barry M Soper
Chairperson of Board
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24275 JEFFERSON AVE, MURRIETA, CA 92562
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24275 JEFFERSON AVE, MURRIETA, CA 92562
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameOAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Plan #002 Participants BOY/EOY344 / 368 Assets BOY/EOY$4,516,872 / $3,373,892 | 2022 | OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN - Plan #002 | 344 / 368 | $4,516,872 / $3,373,892 |
| 2022 | Plan NameOAK GROVE BENEFIT PLAN Plan #502 Participants BOY/EOY253 / 0 Assets BOY/EOY$0 / $0 | 2022 | OAK GROVE BENEFIT PLAN - Plan #502 | 253 / 0 | $0 / $0 |
| 2021 | Plan NameOAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Plan #002 Participants BOY/EOY339 / 332 Assets BOY/EOY$3,786,223 / $4,516,872 | 2021 | OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN - Plan #002 | 339 / 332 | $3,786,223 / $4,516,872 |
| 2021 | Plan NameOAK GROVE BENEFIT PLAN Plan #502 Participants BOY/EOY257 / 0 Assets BOY/EOY$0 / $0 | 2021 | OAK GROVE BENEFIT PLAN - Plan #502 | 257 / 0 | $0 / $0 |
| 2020 | Plan NameOAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN Plan #002 Participants BOY/EOY380 / 341 Assets BOY/EOY$3,073,585 / $3,786,223 | 2020 | OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN - Plan #002 | 380 / 341 | $3,073,585 / $3,786,223 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps417 Contributions$16,162,603 Revenue$25,962,494 Expenses$21,521,834 Assets EOY$34,422,553 Liabilities$4,429,510 | 2022 | 417 | $16,162,603 | $25,962,494 | $21,521,834 | $34,422,553 | $4,429,510 |
| 2021 | # of Emps460 Contributions$14,154,245 Revenue$23,083,215 Expenses$19,874,906 Assets EOY$29,102,821 Liabilities$3,123,857 | 2021 | 460 | $14,154,245 | $23,083,215 | $19,874,906 | $29,102,821 | $3,123,857 |
| 2020 | # of Emps414 Contributions$7,915,743 Revenue$17,043,074 Expenses$18,496,138 Assets EOY$28,525,147 Liabilities$6,088,366 | 2020 | 414 | $7,915,743 | $17,043,074 | $18,496,138 | $28,525,147 | $6,088,366 |
| 2019 | # of Emps472 Contributions$11,079,166 Revenue$19,989,171 Expenses$18,957,161 Assets EOY$27,247,092 Liabilities$3,476,154 | 2019 | 472 | $11,079,166 | $19,989,171 | $18,957,161 | $27,247,092 | $3,476,154 |
| 2018 | # of Emps470 Contributions$12,539,069 Revenue$20,947,454 Expenses$19,595,712 Assets EOY$26,355,974 Liabilities$3,975,086 | 2018 | 470 | $12,539,069 | $20,947,454 | $19,595,712 | $26,355,974 | $3,975,086 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$2,645,219 Forgiven$2,680,431 LenderJPMorgan Chase Bank, National Association Jobs342 | 05/01/2020 | $2,645,219 | $2,680,431 | JPMorgan Chase Bank, National Association | 342 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service