Civic Intelligence

Sx Investment Group Inc.

Plan context: Sx Investment Group Inc. 401(K) Profit Sharing Plan

EIN 26-3168534 • Stoughton, MA • 28 filings • 4 plans

1551 Central St.Stoughton, MA 02072
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$5,935,609

2024 Contributions

$373,862

Historical Graphs

Total Assets Over Time

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

$5,935,609$2,967,805$0201120182024YearValue
$5,935,609Latest year 2024

Participants Over Time

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

57290201120182024YearValue
56Latest year 2024

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
2024256$5,935,609$373,862$6,676iApproximate average salary by contribution assumption: employee only about $166,903 at 4% or $111,268 at 6%; with 50% employer match about $111,268 at 4% or $74,179 at 6%; with 100% employer match about $83,451 at 4% or $55,634 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-56$3,014,625$373,862$6,676iApproximate average salary by contribution assumption: employee only about $166,903 at 4% or $111,268 at 6%; with 50% employer match about $111,268 at 4% or $74,179 at 6%; with 100% employer match about $83,451 at 4% or $55,634 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-18$2,920,984$0-
2023257$5,140,121$249,715$4,381iApproximate average salary by contribution assumption: employee only about $109,524 at 4% or $73,016 at 6%; with 50% employer match about $73,016 at 4% or $48,677 at 6%; with 100% employer match about $54,762 at 4% or $36,508 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-19$2,584,443$0-
Sx Investment Group Inc. 401(K) Profit Sharing Plan-57$2,555,678$249,715$4,381iApproximate average salary by contribution assumption: employee only about $109,524 at 4% or $73,016 at 6%; with 50% employer match about $73,016 at 4% or $48,677 at 6%; with 100% employer match about $54,762 at 4% or $36,508 at 6%.
2022255$4,379,437$237,198$4,313iApproximate average salary by contribution assumption: employee only about $107,817 at 4% or $71,878 at 6%; with 50% employer match about $71,878 at 4% or $47,919 at 6%; with 100% employer match about $53,909 at 4% or $35,939 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-20$2,284,266$0-
Sx Investment Group Inc. 401(K) Profit Sharing Plan-55$2,095,171$237,198$4,313iApproximate average salary by contribution assumption: employee only about $107,817 at 4% or $71,878 at 6%; with 50% employer match about $71,878 at 4% or $47,919 at 6%; with 100% employer match about $53,909 at 4% or $35,939 at 6%.
2021251$4,811,390$246,667$4,837iApproximate average salary by contribution assumption: employee only about $120,915 at 4% or $80,610 at 6%; with 50% employer match about $80,610 at 4% or $53,740 at 6%; with 100% employer match about $60,458 at 4% or $40,305 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-20$2,521,759$0-
Sx Investment Group Inc. 401(K) Profit Sharing Plan-51$2,289,631$246,667$4,837iApproximate average salary by contribution assumption: employee only about $120,915 at 4% or $80,610 at 6%; with 50% employer match about $80,610 at 4% or $53,740 at 6%; with 100% employer match about $60,458 at 4% or $40,305 at 6%.
2020239$4,114,983$324,160$8,312iApproximate average salary by contribution assumption: employee only about $207,795 at 4% or $138,530 at 6%; with 50% employer match about $138,530 at 4% or $92,353 at 6%; with 100% employer match about $103,897 at 4% or $69,265 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-20$2,219,985$0-
Sx Investment Group Inc. 401(K) Profit Sharing Plan-39$1,894,998$324,160$8,312iApproximate average salary by contribution assumption: employee only about $207,795 at 4% or $138,530 at 6%; with 50% employer match about $138,530 at 4% or $92,353 at 6%; with 100% employer match about $103,897 at 4% or $69,265 at 6%.
2019229$3,600,754$239,787$8,269iApproximate average salary by contribution assumption: employee only about $206,713 at 4% or $137,809 at 6%; with 50% employer match about $137,809 at 4% or $91,872 at 6%; with 100% employer match about $103,356 at 4% or $68,904 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-20$2,217,639$0-
Sx Investment Group Inc. 401(K) Profit Sharing Plan-29$1,383,115$239,787$8,269iApproximate average salary by contribution assumption: employee only about $206,713 at 4% or $137,809 at 6%; with 50% employer match about $137,809 at 4% or $91,872 at 6%; with 100% employer match about $103,356 at 4% or $68,904 at 6%.
2018221$2,950,690$1,207,613$57,505iApproximate average salary by contribution assumption: employee only about $1,437,635 at 4% or $958,423 at 6%; with 50% employer match about $958,423 at 4% or $638,949 at 6%; with 100% employer match about $718,817 at 4% or $479,212 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-21$1,922,419--
Sx Investment Group Inc. 401(K) Profit Sharing Plan-19$1,028,271$1,207,613$63,559iApproximate average salary by contribution assumption: employee only about $1,588,964 at 4% or $1,059,310 at 6%; with 50% employer match about $1,059,310 at 4% or $706,206 at 6%; with 100% employer match about $794,482 at 4% or $529,655 at 6%.
2017216$2,879,270$250,795$15,675iApproximate average salary by contribution assumption: employee only about $391,867 at 4% or $261,245 at 6%; with 50% employer match about $261,245 at 4% or $174,163 at 6%; with 100% employer match about $195,934 at 4% or $130,622 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-16$2,029,358$150,895$9,431iApproximate average salary by contribution assumption: employee only about $235,773 at 4% or $157,182 at 6%; with 50% employer match about $157,182 at 4% or $104,788 at 6%; with 100% employer match about $117,887 at 4% or $78,591 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-15$849,912$99,900$6,660iApproximate average salary by contribution assumption: employee only about $166,500 at 4% or $111,000 at 6%; with 50% employer match about $111,000 at 4% or $74,000 at 6%; with 100% employer match about $83,250 at 4% or $55,500 at 6%.
2016214$2,368,899$422,593$30,185iApproximate average salary by contribution assumption: employee only about $754,630 at 4% or $503,087 at 6%; with 50% employer match about $503,087 at 4% or $335,391 at 6%; with 100% employer match about $377,315 at 4% or $251,543 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-14$1,722,818$350,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-13$646,081$72,593$5,584iApproximate average salary by contribution assumption: employee only about $139,602 at 4% or $93,068 at 6%; with 50% employer match about $93,068 at 4% or $62,045 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%.
2015214$1,789,888$606,243$43,303iApproximate average salary by contribution assumption: employee only about $1,082,577 at 4% or $721,718 at 6%; with 50% employer match about $721,718 at 4% or $481,145 at 6%; with 100% employer match about $541,288 at 4% or $360,859 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-13$1,237,793$400,000$30,769iApproximate average salary by contribution assumption: employee only about $769,231 at 4% or $512,821 at 6%; with 50% employer match about $512,821 at 4% or $341,880 at 6%; with 100% employer match about $384,615 at 4% or $256,410 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-14$552,095$206,243$14,732iApproximate average salary by contribution assumption: employee only about $368,291 at 4% or $245,527 at 6%; with 50% employer match about $245,527 at 4% or $163,685 at 6%; with 100% employer match about $184,146 at 4% or $122,764 at 6%.
2014215$1,318,758$510,731$34,049iApproximate average salary by contribution assumption: employee only about $851,218 at 4% or $567,479 at 6%; with 50% employer match about $567,479 at 4% or $378,319 at 6%; with 100% employer match about $425,609 at 4% or $283,739 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-11$954,230$380,859$34,624iApproximate average salary by contribution assumption: employee only about $865,589 at 4% or $577,059 at 6%; with 50% employer match about $577,059 at 4% or $384,706 at 6%; with 100% employer match about $432,794 at 4% or $288,530 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-15$364,528$129,872$8,658iApproximate average salary by contribution assumption: employee only about $216,453 at 4% or $144,302 at 6%; with 50% employer match about $144,302 at 4% or $96,201 at 6%; with 100% employer match about $108,227 at 4% or $72,151 at 6%.
2013216$763,041$217,352$13,585iApproximate average salary by contribution assumption: employee only about $339,613 at 4% or $226,408 at 6%; with 50% employer match about $226,408 at 4% or $150,939 at 6%; with 100% employer match about $169,806 at 4% or $113,204 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-11$536,489$119,724$10,884iApproximate average salary by contribution assumption: employee only about $272,100 at 4% or $181,400 at 6%; with 50% employer match about $181,400 at 4% or $120,933 at 6%; with 100% employer match about $136,050 at 4% or $90,700 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-16$226,552$97,628$6,102iApproximate average salary by contribution assumption: employee only about $152,544 at 4% or $101,696 at 6%; with 50% employer match about $101,696 at 4% or $67,797 at 6%; with 100% employer match about $76,272 at 4% or $50,848 at 6%.
2012216$485,765$266,555$16,660iApproximate average salary by contribution assumption: employee only about $416,492 at 4% or $277,661 at 6%; with 50% employer match about $277,661 at 4% or $185,108 at 6%; with 100% employer match about $208,246 at 4% or $138,831 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-16$376,773$184,380$11,524iApproximate average salary by contribution assumption: employee only about $288,094 at 4% or $192,063 at 6%; with 50% employer match about $192,063 at 4% or $128,042 at 6%; with 100% employer match about $144,047 at 4% or $96,031 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-10$108,992$82,175$8,218iApproximate average salary by contribution assumption: employee only about $205,438 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,306 at 6%; with 100% employer match about $102,719 at 4% or $68,479 at 6%.
2011210$203,868$202,011$20,201iApproximate average salary by contribution assumption: employee only about $505,027 at 4% or $336,685 at 6%; with 50% employer match about $336,685 at 4% or $224,457 at 6%; with 100% employer match about $252,514 at 4% or $168,343 at 6%.
SX INVESTMENT GROUP, INC. CASH BALANCE PLAN-10$181,295$179,711$17,971iApproximate average salary by contribution assumption: employee only about $449,277 at 4% or $299,518 at 6%; with 50% employer match about $299,518 at 4% or $199,679 at 6%; with 100% employer match about $224,639 at 4% or $149,759 at 6%.
Sx Investment Group Inc. 401(K) Profit Sharing Plan-3$22,573$22,300$7,433iApproximate average salary by contribution assumption: employee only about $185,833 at 4% or $123,889 at 6%; with 50% employer match about $123,889 at 4% or $82,593 at 6%; with 100% employer match about $92,917 at 4% or $61,944 at 6%.