Civic Intelligence

PAX FINANCIAL GROUP, LLC

Plan context: PAX FINANCIAL GROUP, LLC 401(K) PLAN

EIN 20-8206897 • San Antonio, TX • 8 filings • 1 plans

270 N. Loop 1604 E. Suite 200San Antonio, TX 78232
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$2,897,164

2025 Contributions

$427,388

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,897,164$1,448,582$0201820222025YearValue
$2,897,164Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140201820222025YearValue
23Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025123$2,897,164$427,388$18,582iApproximate average salary by contribution assumption: employee only about $464,552 at 4% or $309,701 at 6%; with 50% employer match about $309,701 at 4% or $206,468 at 6%; with 100% employer match about $232,276 at 4% or $154,851 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-23$2,897,164$427,388$18,582iApproximate average salary by contribution assumption: employee only about $464,552 at 4% or $309,701 at 6%; with 50% employer match about $309,701 at 4% or $206,468 at 6%; with 100% employer match about $232,276 at 4% or $154,851 at 6%.
2024127$2,448,464$380,993$14,111iApproximate average salary by contribution assumption: employee only about $352,771 at 4% or $235,181 at 6%; with 50% employer match about $235,181 at 4% or $156,787 at 6%; with 100% employer match about $176,386 at 4% or $117,590 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-27$2,448,464$380,993$14,111iApproximate average salary by contribution assumption: employee only about $352,771 at 4% or $235,181 at 6%; with 50% employer match about $235,181 at 4% or $156,787 at 6%; with 100% employer match about $176,386 at 4% or $117,590 at 6%.
2023126$1,736,669$325,189$12,507iApproximate average salary by contribution assumption: employee only about $312,682 at 4% or $208,454 at 6%; with 50% employer match about $208,454 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,227 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-26$1,736,669$325,189$12,507iApproximate average salary by contribution assumption: employee only about $312,682 at 4% or $208,454 at 6%; with 50% employer match about $208,454 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,227 at 6%.
2022127$1,196,946$271,528$10,057iApproximate average salary by contribution assumption: employee only about $251,415 at 4% or $167,610 at 6%; with 50% employer match about $167,610 at 4% or $111,740 at 6%; with 100% employer match about $125,707 at 4% or $83,805 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-27$1,196,946$271,528$10,057iApproximate average salary by contribution assumption: employee only about $251,415 at 4% or $167,610 at 6%; with 50% employer match about $167,610 at 4% or $111,740 at 6%; with 100% employer match about $125,707 at 4% or $83,805 at 6%.
2021125$1,151,369$246,541$9,862iApproximate average salary by contribution assumption: employee only about $246,541 at 4% or $164,361 at 6%; with 50% employer match about $164,361 at 4% or $109,574 at 6%; with 100% employer match about $123,270 at 4% or $82,180 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-25$1,151,369$246,541$9,862iApproximate average salary by contribution assumption: employee only about $246,541 at 4% or $164,361 at 6%; with 50% employer match about $164,361 at 4% or $109,574 at 6%; with 100% employer match about $123,270 at 4% or $82,180 at 6%.
2020123$741,918$226,198$9,835iApproximate average salary by contribution assumption: employee only about $245,867 at 4% or $163,912 at 6%; with 50% employer match about $163,912 at 4% or $109,274 at 6%; with 100% employer match about $122,934 at 4% or $81,956 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-23$741,918$226,198$9,835iApproximate average salary by contribution assumption: employee only about $245,867 at 4% or $163,912 at 6%; with 50% employer match about $163,912 at 4% or $109,274 at 6%; with 100% employer match about $122,934 at 4% or $81,956 at 6%.
2019122$472,163$214,599$9,755iApproximate average salary by contribution assumption: employee only about $243,863 at 4% or $162,575 at 6%; with 50% employer match about $162,575 at 4% or $108,383 at 6%; with 100% employer match about $121,931 at 4% or $81,288 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-22$472,163$214,599$9,755iApproximate average salary by contribution assumption: employee only about $243,863 at 4% or $162,575 at 6%; with 50% employer match about $162,575 at 4% or $108,383 at 6%; with 100% employer match about $121,931 at 4% or $81,288 at 6%.
2018120$184,630$195,421$9,771iApproximate average salary by contribution assumption: employee only about $244,276 at 4% or $162,851 at 6%; with 50% employer match about $162,851 at 4% or $108,567 at 6%; with 100% employer match about $122,138 at 4% or $81,425 at 6%.
PAX FINANCIAL GROUP, LLC 401(K) PLAN-20$184,630$195,421$9,771iApproximate average salary by contribution assumption: employee only about $244,276 at 4% or $162,851 at 6%; with 50% employer match about $162,851 at 4% or $108,567 at 6%; with 100% employer match about $122,138 at 4% or $81,425 at 6%.