Oaks Independent Insurance Solutions, Inc.
California
Registered In
08/30/2018
Incorp. Date
Company Summary
Oaks Independent Insurance Solutions, Inc. at 1818 Spring ST STE B, Paso Robles, Ca 93446 lists Simon Lobo and Elizabeth Lobo of Paso Robles, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jean Anne St. Martin
Individual Agent
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1948 SPRING ST, PASO ROBLES, CA 93446
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Simon Lobo
CEO
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
(View Past Addresses)
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Simon Lobo
Chief Financial Officer
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
(View Past Addresses)
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Elizabeth Lobo
Director
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
(View Past Addresses)
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Simon Lobo
Secretary
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
(View Past Addresses)
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
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Financial Information for Oaks Independent Insurance Solutions, Inc.
Form 5500
OAKS INDEPENDENT INSURANCE SOLUTIONS, INC.
1818 Spring Street #b, Paso Robles, Ca 93446 (805) 238-6059 EIN:83-2035376 Plan Admin:Kelly Durante| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$370,905 / $362,480 | 2023 | OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN - Plan #001 | 3 / 2 | $370,905 / $362,480 |
| 2022 | Plan NameOAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$383,503 / $370,905 | 2022 | OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $383,503 / $370,905 |
| 2021 | Plan NameOAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$295,200 / $383,503 | 2021 | OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $295,200 / $383,503 |
| 2020 | Plan NameOAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$211,581 / $295,199 | 2020 | OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $211,581 / $295,199 |
| 2019 | Plan NameOAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$17,716 / $211,581 | 2019 | OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN - Plan #001 | 2 / 3 | $17,716 / $211,581 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1818 Spring St Paso Robles, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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