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.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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1818 SPRING ST STE B, PASO ROBLES, CA 93446
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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.
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Address Match:1818 Spring St Paso Robles, CA
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
Nb Resources (California), Inc.
Registered in California
|
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|
Pioneer Farming, LLC
Registered in California
|
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|
Windset 1817 Holdings, Inc.
Registered in California
|
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|
Windset Farms (California) Labor Management, Inc.
Registered in California
|
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|
Windset Farms (California) LLC
Registered in California
|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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