Two Oaks Wealth, Inc.
Iowa
Iowa
Registered In
07/25/2016
Incorp. Date
Company Summary
Two Oaks Wealth, Inc. in Iowa lists Julie Ryan of West Des Moines, IA.
Overview
Registered In
Iowa
Incorporation Date
Company Type
Domestic Profit
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Julie Ryan
Registered Agent
|
214 5TH ST, WEST DES MOINES, IA 50265
|
Showing current associates only (1 of 3 total associates). Create a free account to see the full associate history
Financials
Financial Information for Two Oaks Wealth, Inc.
Form 5500
TWO OAKS WEALTH, INC.
214 5th Street, West Des Moines, Ia 50266 (515) 257-8800 EIN:81-3254692 Plan Admin:Michael Compiano| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTWO OAKS WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$804,251 / $1,081,614 | 2023 | TWO OAKS WEALTH, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $804,251 / $1,081,614 |
| 2022 | Plan NameTWO OAKS WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$934,976 / $804,251 | 2022 | TWO OAKS WEALTH, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $934,976 / $804,251 |
| 2021 | Plan NameTWO OAKS WEALTH, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$743,968 / $934,976 | 2021 | TWO OAKS WEALTH, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $743,968 / $934,976 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/City Match:Julie Ryan - West Des Moines, IA
|
Comport LLC
Registered in Iowa
|
West Des Moines, IA | View Report |
Sources
The following government agencies have contributed data:
• Iowa Secretary of State • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States