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.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Julie Ryan
Registered Agent
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214 5TH ST, WEST DES MOINES, IA 50265
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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.
Person/City Match:Julie Ryan - West Des Moines, IA
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Comport LLC
Registered in Iowa
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West Des Moines, IA | View Report |
The following government agencies have contributed data:
Iowa Secretary of State U.S. Department of Labor
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