Current Snapshot
Latest Year
2024
2024 Participants
106
2024 Assets
$1,898,759
2024 Contributions
$505,740
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 106 | $0 | $0 | - |
| Dealer-Fx Health and Welfare Plan | - | 106 | - | - | - |
| 2023 | 2 | 111 | $0 | $505,740 | $4,556iApproximate average salary by contribution assumption: employee only about $113,905 at 4% or $75,937 at 6%; with 50% employer match about $75,937 at 4% or $50,625 at 6%; with 100% employer match about $56,953 at 4% or $37,968 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 111 | - | - | - |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 0 | - | $505,740 | - |
| 2022 | 2 | 118 | $1,898,759 | $503,401 | $4,266iApproximate average salary by contribution assumption: employee only about $106,653 at 4% or $71,102 at 6%; with 50% employer match about $71,102 at 4% or $47,401 at 6%; with 100% employer match about $53,326 at 4% or $35,551 at 6%. |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 118 | $1,898,759 | $503,401 | $4,266iApproximate average salary by contribution assumption: employee only about $106,653 at 4% or $71,102 at 6%; with 50% employer match about $71,102 at 4% or $47,401 at 6%; with 100% employer match about $53,326 at 4% or $35,551 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 117 | - | - | - |
| 2021 | 2 | 154 | $2,287,610 | $559,069 | $3,630iApproximate average salary by contribution assumption: employee only about $90,758 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,337 at 6%; with 100% employer match about $45,379 at 4% or $30,253 at 6%. |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 154 | $2,287,610 | $559,069 | $3,630iApproximate average salary by contribution assumption: employee only about $90,758 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,337 at 6%; with 100% employer match about $45,379 at 4% or $30,253 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 113 | - | - | - |
| 2020 | 2 | 99 | $1,713,765 | $431,919 | $4,363iApproximate average salary by contribution assumption: employee only about $109,070 at 4% or $72,714 at 6%; with 50% employer match about $72,714 at 4% or $48,476 at 6%; with 100% employer match about $54,535 at 4% or $36,357 at 6%. |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 99 | $1,713,765 | $431,919 | $4,363iApproximate average salary by contribution assumption: employee only about $109,070 at 4% or $72,714 at 6%; with 50% employer match about $72,714 at 4% or $48,476 at 6%; with 100% employer match about $54,535 at 4% or $36,357 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 87 | - | - | - |
| 2019 | 2 | 134 | $1,285,709 | $663,556 | $4,952iApproximate average salary by contribution assumption: employee only about $123,798 at 4% or $82,532 at 6%; with 50% employer match about $82,532 at 4% or $55,021 at 6%; with 100% employer match about $61,899 at 4% or $41,266 at 6%. |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 134 | $1,285,709 | $663,556 | $4,952iApproximate average salary by contribution assumption: employee only about $123,798 at 4% or $82,532 at 6%; with 50% employer match about $82,532 at 4% or $55,021 at 6%; with 100% employer match about $61,899 at 4% or $41,266 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 92 | - | - | - |
| 2018 | 2 | 152 | $632,559 | $702,873 | $4,624iApproximate average salary by contribution assumption: employee only about $115,604 at 4% or $77,069 at 6%; with 50% employer match about $77,069 at 4% or $51,380 at 6%; with 100% employer match about $57,802 at 4% or $38,535 at 6%. |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 119 | $632,559 | $702,873 | $5,906iApproximate average salary by contribution assumption: employee only about $147,662 at 4% or $98,442 at 6%; with 50% employer match about $98,442 at 4% or $65,628 at 6%; with 100% employer match about $73,831 at 4% or $49,221 at 6%. |
| Dealer-Fx Health and Welfare Plan | - | 152 | - | - | - |
| 2017 | 1 | 160 | $0 | $0 | - |
| DEALER-FX, INC. RETIREMENT SAVING PLAN | - | 160 | - | - | - |