Civic Intelligence

James W Fox IV MD & Associates Ltd

Plan context: James W Fox IV MD & Associates Ltd Profit Sharing Plan

EIN 23-2093397 • Wynnewood, PA • 34 filings • 7 plans

450 Moreno RoadetWynnewood, PA 19096
Current Snapshot

Latest Year

2021

2021 Participants

13

2021 Assets

$2,752,506

2021 Contributions

$136,927

Historical Graphs

Total Assets Over Time

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

$8,136,529$4,068,265$0199920112020YearValue
$2,752,506Latest year 2020

Participants Over Time

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

1370199920102020YearValue
13Latest year 2020

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
202110$0$0-
James W Fox IV MD & Associates Ltd Profit Sharing Plan-0$0$0-
2020113$2,752,506$136,927$10,533iApproximate average salary by contribution assumption: employee only about $263,321 at 4% or $175,547 at 6%; with 50% employer match about $175,547 at 4% or $117,032 at 6%; with 100% employer match about $131,661 at 4% or $87,774 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-13$2,752,506$136,927$10,533iApproximate average salary by contribution assumption: employee only about $263,321 at 4% or $175,547 at 6%; with 50% employer match about $175,547 at 4% or $117,032 at 6%; with 100% employer match about $131,661 at 4% or $87,774 at 6%.
2019113$2,687,819$120,718$9,286iApproximate average salary by contribution assumption: employee only about $232,150 at 4% or $154,767 at 6%; with 50% employer match about $154,767 at 4% or $103,178 at 6%; with 100% employer match about $116,075 at 4% or $77,383 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-13$2,687,819$120,718$9,286iApproximate average salary by contribution assumption: employee only about $232,150 at 4% or $154,767 at 6%; with 50% employer match about $154,767 at 4% or $103,178 at 6%; with 100% employer match about $116,075 at 4% or $77,383 at 6%.
2018112$2,232,859$109,115$9,093iApproximate average salary by contribution assumption: employee only about $227,323 at 4% or $151,549 at 6%; with 50% employer match about $151,549 at 4% or $101,032 at 6%; with 100% employer match about $113,661 at 4% or $75,774 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-12$2,232,859$109,115$9,093iApproximate average salary by contribution assumption: employee only about $227,323 at 4% or $151,549 at 6%; with 50% employer match about $151,549 at 4% or $101,032 at 6%; with 100% employer match about $113,661 at 4% or $75,774 at 6%.
2017112$2,489,529$81,217$6,768iApproximate average salary by contribution assumption: employee only about $169,202 at 4% or $112,801 at 6%; with 50% employer match about $112,801 at 4% or $75,201 at 6%; with 100% employer match about $84,601 at 4% or $56,401 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-12$2,489,529$81,217$6,768iApproximate average salary by contribution assumption: employee only about $169,202 at 4% or $112,801 at 6%; with 50% employer match about $112,801 at 4% or $75,201 at 6%; with 100% employer match about $84,601 at 4% or $56,401 at 6%.
2016110$2,200,573$110,638$11,064iApproximate average salary by contribution assumption: employee only about $276,595 at 4% or $184,397 at 6%; with 50% employer match about $184,397 at 4% or $122,931 at 6%; with 100% employer match about $138,298 at 4% or $92,198 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-10$2,200,573$110,638$11,064iApproximate average salary by contribution assumption: employee only about $276,595 at 4% or $184,397 at 6%; with 50% employer match about $184,397 at 4% or $122,931 at 6%; with 100% employer match about $138,298 at 4% or $92,198 at 6%.
2015112$2,032,716$128,884$10,740iApproximate average salary by contribution assumption: employee only about $268,508 at 4% or $179,006 at 6%; with 50% employer match about $179,006 at 4% or $119,337 at 6%; with 100% employer match about $134,254 at 4% or $89,503 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-12$2,032,716$128,884$10,740iApproximate average salary by contribution assumption: employee only about $268,508 at 4% or $179,006 at 6%; with 50% employer match about $179,006 at 4% or $119,337 at 6%; with 100% employer match about $134,254 at 4% or $89,503 at 6%.
2014111$8,136,529$141,327$12,848iApproximate average salary by contribution assumption: employee only about $321,198 at 4% or $214,132 at 6%; with 50% employer match about $214,132 at 4% or $142,755 at 6%; with 100% employer match about $160,599 at 4% or $107,066 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-11$8,136,529$141,327$12,848iApproximate average salary by contribution assumption: employee only about $321,198 at 4% or $214,132 at 6%; with 50% employer match about $214,132 at 4% or $142,755 at 6%; with 100% employer match about $160,599 at 4% or $107,066 at 6%.
201319$7,703,586$196,597$21,844iApproximate average salary by contribution assumption: employee only about $546,103 at 4% or $364,069 at 6%; with 50% employer match about $364,069 at 4% or $242,712 at 6%; with 100% employer match about $273,051 at 4% or $182,034 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$7,703,586$196,597$21,844iApproximate average salary by contribution assumption: employee only about $546,103 at 4% or $364,069 at 6%; with 50% employer match about $364,069 at 4% or $242,712 at 6%; with 100% employer match about $273,051 at 4% or $182,034 at 6%.
201219$6,017,542$165,332$18,370iApproximate average salary by contribution assumption: employee only about $459,256 at 4% or $306,170 at 6%; with 50% employer match about $306,170 at 4% or $204,114 at 6%; with 100% employer match about $229,628 at 4% or $153,085 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$6,017,542$165,332$18,370iApproximate average salary by contribution assumption: employee only about $459,256 at 4% or $306,170 at 6%; with 50% employer match about $306,170 at 4% or $204,114 at 6%; with 100% employer match about $229,628 at 4% or $153,085 at 6%.
201119$6,221,205$117,493$13,055iApproximate average salary by contribution assumption: employee only about $326,369 at 4% or $217,580 at 6%; with 50% employer match about $217,580 at 4% or $145,053 at 6%; with 100% employer match about $163,185 at 4% or $108,790 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$6,221,205$117,493$13,055iApproximate average salary by contribution assumption: employee only about $326,369 at 4% or $217,580 at 6%; with 50% employer match about $217,580 at 4% or $145,053 at 6%; with 100% employer match about $163,185 at 4% or $108,790 at 6%.
201019$7,503,528$150,949$16,772iApproximate average salary by contribution assumption: employee only about $419,303 at 4% or $279,535 at 6%; with 50% employer match about $279,535 at 4% or $186,357 at 6%; with 100% employer match about $209,651 at 4% or $139,768 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$7,503,528$150,949$16,772iApproximate average salary by contribution assumption: employee only about $419,303 at 4% or $279,535 at 6%; with 50% employer match about $279,535 at 4% or $186,357 at 6%; with 100% employer match about $209,651 at 4% or $139,768 at 6%.
200929$6,543,107$279,373$31,041iApproximate average salary by contribution assumption: employee only about $776,036 at 4% or $517,357 at 6%; with 50% employer match about $517,357 at 4% or $344,905 at 6%; with 100% employer match about $388,018 at 4% or $258,679 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$6,543,107$109,869$12,208iApproximate average salary by contribution assumption: employee only about $305,192 at 4% or $203,461 at 6%; with 50% employer match about $203,461 at 4% or $135,641 at 6%; with 100% employer match about $152,596 at 4% or $101,731 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-9$0$169,504$18,834iApproximate average salary by contribution assumption: employee only about $470,844 at 4% or $313,896 at 6%; with 50% employer match about $313,896 at 4% or $209,264 at 6%; with 100% employer match about $235,422 at 4% or $156,948 at 6%.
2008211$0$0-
James W Fox IV MD & Associates Ltd Pension Plan-11---
James W Fox IV MD & Associates Ltd Profit Sharing Plan-11---
2007210$0$0-
James W Fox IV MD & Associates Ltd Pension Plan-10---
James W Fox IV MD & Associates Ltd Profit Sharing Plan-10---
2006211$6,463,419$192,730$17,521iApproximate average salary by contribution assumption: employee only about $438,023 at 4% or $292,015 at 6%; with 50% employer match about $292,015 at 4% or $194,677 at 6%; with 100% employer match about $219,011 at 4% or $146,008 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-11$3,526,469$82,880$7,535iApproximate average salary by contribution assumption: employee only about $188,364 at 4% or $125,576 at 6%; with 50% employer match about $125,576 at 4% or $83,717 at 6%; with 100% employer match about $94,182 at 4% or $62,788 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-11$2,936,950$109,850$9,986iApproximate average salary by contribution assumption: employee only about $249,659 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,960 at 6%; with 100% employer match about $124,830 at 4% or $83,220 at 6%.
200529$5,797,360$163,648$18,183iApproximate average salary by contribution assumption: employee only about $454,578 at 4% or $303,052 at 6%; with 50% employer match about $303,052 at 4% or $202,035 at 6%; with 100% employer match about $227,289 at 4% or $151,526 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-9$3,183,906$71,812$7,979iApproximate average salary by contribution assumption: employee only about $199,478 at 4% or $132,985 at 6%; with 50% employer match about $132,985 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$2,613,454$91,836$10,204iApproximate average salary by contribution assumption: employee only about $255,100 at 4% or $170,067 at 6%; with 50% employer match about $170,067 at 4% or $113,378 at 6%; with 100% employer match about $127,550 at 4% or $85,033 at 6%.
200428$4,989,309$154,069$19,259iApproximate average salary by contribution assumption: employee only about $481,466 at 4% or $320,977 at 6%; with 50% employer match about $320,977 at 4% or $213,985 at 6%; with 100% employer match about $240,733 at 4% or $160,489 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-8$2,755,570$68,061$8,508iApproximate average salary by contribution assumption: employee only about $212,691 at 4% or $141,794 at 6%; with 50% employer match about $141,794 at 4% or $94,529 at 6%; with 100% employer match about $106,345 at 4% or $70,897 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-8$2,233,739$86,008$10,751iApproximate average salary by contribution assumption: employee only about $268,775 at 4% or $179,183 at 6%; with 50% employer match about $179,183 at 4% or $119,456 at 6%; with 100% employer match about $134,388 at 4% or $89,592 at 6%.
200328$4,459,962$150,104$18,763iApproximate average salary by contribution assumption: employee only about $469,075 at 4% or $312,717 at 6%; with 50% employer match about $312,717 at 4% or $208,478 at 6%; with 100% employer match about $234,538 at 4% or $156,358 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-8$2,478,535$66,088$8,261iApproximate average salary by contribution assumption: employee only about $206,525 at 4% or $137,683 at 6%; with 50% employer match about $137,683 at 4% or $91,789 at 6%; with 100% employer match about $103,263 at 4% or $68,842 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-8$1,981,427$84,016$10,502iApproximate average salary by contribution assumption: employee only about $262,550 at 4% or $175,033 at 6%; with 50% employer match about $175,033 at 4% or $116,689 at 6%; with 100% employer match about $131,275 at 4% or $87,517 at 6%.
200228$3,125,269$145,247$18,156iApproximate average salary by contribution assumption: employee only about $453,897 at 4% or $302,598 at 6%; with 50% employer match about $302,598 at 4% or $201,732 at 6%; with 100% employer match about $226,948 at 4% or $151,299 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-8$1,739,580$64,744$8,093iApproximate average salary by contribution assumption: employee only about $202,325 at 4% or $134,883 at 6%; with 50% employer match about $134,883 at 4% or $89,922 at 6%; with 100% employer match about $101,163 at 4% or $67,442 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-8$1,385,689$80,503$10,063iApproximate average salary by contribution assumption: employee only about $251,572 at 4% or $167,715 at 6%; with 50% employer match about $167,715 at 4% or $111,810 at 6%; with 100% employer match about $125,786 at 4% or $83,857 at 6%.
200128$3,989,973$133,350$16,669iApproximate average salary by contribution assumption: employee only about $416,719 at 4% or $277,813 at 6%; with 50% employer match about $277,813 at 4% or $185,208 at 6%; with 100% employer match about $208,359 at 4% or $138,906 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-8$2,246,283$55,595$6,949iApproximate average salary by contribution assumption: employee only about $173,734 at 4% or $115,823 at 6%; with 50% employer match about $115,823 at 4% or $77,215 at 6%; with 100% employer match about $86,867 at 4% or $57,911 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-8$1,743,690$77,755$9,719iApproximate average salary by contribution assumption: employee only about $242,984 at 4% or $161,990 at 6%; with 50% employer match about $161,990 at 4% or $107,993 at 6%; with 100% employer match about $121,492 at 4% or $80,995 at 6%.
200028$3,792,926$131,385$16,423iApproximate average salary by contribution assumption: employee only about $410,578 at 4% or $273,719 at 6%; with 50% employer match about $273,719 at 4% or $182,479 at 6%; with 100% employer match about $205,289 at 4% or $136,859 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-8$2,147,926$55,718$6,965iApproximate average salary by contribution assumption: employee only about $174,119 at 4% or $116,079 at 6%; with 50% employer match about $116,079 at 4% or $77,386 at 6%; with 100% employer match about $87,059 at 4% or $58,040 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-8$1,645,000$75,667$9,458iApproximate average salary by contribution assumption: employee only about $236,459 at 4% or $157,640 at 6%; with 50% employer match about $157,640 at 4% or $105,093 at 6%; with 100% employer match about $118,230 at 4% or $78,820 at 6%.
199929$4,176,729$115,431$12,826iApproximate average salary by contribution assumption: employee only about $320,642 at 4% or $213,761 at 6%; with 50% employer match about $213,761 at 4% or $142,507 at 6%; with 100% employer match about $160,321 at 4% or $106,881 at 6%.
James W Fox IV MD & Associates Ltd Pension Plan-9$2,385,546$53,492$5,944iApproximate average salary by contribution assumption: employee only about $148,589 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,040 at 6%; with 100% employer match about $74,294 at 4% or $49,530 at 6%.
James W Fox IV MD & Associates Ltd Profit Sharing Plan-9$1,791,183$61,939$6,882iApproximate average salary by contribution assumption: employee only about $172,053 at 4% or $114,702 at 6%; with 50% employer match about $114,702 at 4% or $76,468 at 6%; with 100% employer match about $86,026 at 4% or $57,351 at 6%.