Civic Intelligence

Gen X Financial Inc.

Plan context: Gen X Financial Inc. 401(K) Profit Sharing Plan

EIN 27-1301599 • Peachtree Corners, GA • 11 filings • 1 plans

3930 East Jones Bridge Road,Peachtree Corners, GA 30092
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,549,464

2024 Contributions

$126,416

Historical Graphs

Total Assets Over Time

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

$1,549,464$774,732$0201420192024YearValue
$1,549,464Latest year 2024

Participants Over Time

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

740201420192024YearValue
6Latest 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
202416$1,549,464$126,416$21,069iApproximate average salary by contribution assumption: employee only about $526,733 at 4% or $351,156 at 6%; with 50% employer match about $351,156 at 4% or $234,104 at 6%; with 100% employer match about $263,367 at 4% or $175,578 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$1,549,464$126,416$21,069iApproximate average salary by contribution assumption: employee only about $526,733 at 4% or $351,156 at 6%; with 50% employer match about $351,156 at 4% or $234,104 at 6%; with 100% employer match about $263,367 at 4% or $175,578 at 6%.
202317$1,378,585$120,915$17,274iApproximate average salary by contribution assumption: employee only about $431,839 at 4% or $287,893 at 6%; with 50% employer match about $287,893 at 4% or $191,929 at 6%; with 100% employer match about $215,920 at 4% or $143,946 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-7$1,378,585$120,915$17,274iApproximate average salary by contribution assumption: employee only about $431,839 at 4% or $287,893 at 6%; with 50% employer match about $287,893 at 4% or $191,929 at 6%; with 100% employer match about $215,920 at 4% or $143,946 at 6%.
202217$1,143,342$108,740$15,534iApproximate average salary by contribution assumption: employee only about $388,357 at 4% or $258,905 at 6%; with 50% employer match about $258,905 at 4% or $172,603 at 6%; with 100% employer match about $194,179 at 4% or $129,452 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-7$1,143,342$108,740$15,534iApproximate average salary by contribution assumption: employee only about $388,357 at 4% or $258,905 at 6%; with 50% employer match about $258,905 at 4% or $172,603 at 6%; with 100% employer match about $194,179 at 4% or $129,452 at 6%.
202116$1,282,436$111,682$18,614iApproximate average salary by contribution assumption: employee only about $465,342 at 4% or $310,228 at 6%; with 50% employer match about $310,228 at 4% or $206,819 at 6%; with 100% employer match about $232,671 at 4% or $155,114 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$1,282,436$111,682$18,614iApproximate average salary by contribution assumption: employee only about $465,342 at 4% or $310,228 at 6%; with 50% employer match about $310,228 at 4% or $206,819 at 6%; with 100% employer match about $232,671 at 4% or $155,114 at 6%.
202016$1,043,540$109,211$18,202iApproximate average salary by contribution assumption: employee only about $455,046 at 4% or $303,364 at 6%; with 50% employer match about $303,364 at 4% or $202,243 at 6%; with 100% employer match about $227,523 at 4% or $151,682 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$1,043,540$109,211$18,202iApproximate average salary by contribution assumption: employee only about $455,046 at 4% or $303,364 at 6%; with 50% employer match about $303,364 at 4% or $202,243 at 6%; with 100% employer match about $227,523 at 4% or $151,682 at 6%.
201916$910,368$110,961$18,494iApproximate average salary by contribution assumption: employee only about $462,338 at 4% or $308,225 at 6%; with 50% employer match about $308,225 at 4% or $205,483 at 6%; with 100% employer match about $231,169 at 4% or $154,113 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$910,368$110,961$18,494iApproximate average salary by contribution assumption: employee only about $462,338 at 4% or $308,225 at 6%; with 50% employer match about $308,225 at 4% or $205,483 at 6%; with 100% employer match about $231,169 at 4% or $154,113 at 6%.
201816$650,103$108,235$18,039iApproximate average salary by contribution assumption: employee only about $450,979 at 4% or $300,653 at 6%; with 50% employer match about $300,653 at 4% or $200,435 at 6%; with 100% employer match about $225,490 at 4% or $150,326 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$650,103$108,235$18,039iApproximate average salary by contribution assumption: employee only about $450,979 at 4% or $300,653 at 6%; with 50% employer match about $300,653 at 4% or $200,435 at 6%; with 100% employer match about $225,490 at 4% or $150,326 at 6%.
201716$615,685$113,007$18,835iApproximate average salary by contribution assumption: employee only about $470,863 at 4% or $313,908 at 6%; with 50% employer match about $313,908 at 4% or $209,272 at 6%; with 100% employer match about $235,431 at 4% or $156,954 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-6$615,685$113,007$18,835iApproximate average salary by contribution assumption: employee only about $470,863 at 4% or $313,908 at 6%; with 50% employer match about $313,908 at 4% or $209,272 at 6%; with 100% employer match about $235,431 at 4% or $156,954 at 6%.
201615$411,581$107,271$21,454iApproximate average salary by contribution assumption: employee only about $536,355 at 4% or $357,570 at 6%; with 50% employer match about $357,570 at 4% or $238,380 at 6%; with 100% employer match about $268,178 at 4% or $178,785 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-5$411,581$107,271$21,454iApproximate average salary by contribution assumption: employee only about $536,355 at 4% or $357,570 at 6%; with 50% employer match about $357,570 at 4% or $238,380 at 6%; with 100% employer match about $268,178 at 4% or $178,785 at 6%.
201513$273,778$70,614$23,538iApproximate average salary by contribution assumption: employee only about $588,450 at 4% or $392,300 at 6%; with 50% employer match about $392,300 at 4% or $261,533 at 6%; with 100% employer match about $294,225 at 4% or $196,150 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-3$273,778$70,614$23,538iApproximate average salary by contribution assumption: employee only about $588,450 at 4% or $392,300 at 6%; with 50% employer match about $392,300 at 4% or $261,533 at 6%; with 100% employer match about $294,225 at 4% or $196,150 at 6%.
201413$208,950$197,093$65,698iApproximate average salary by contribution assumption: employee only about $1,642,442 at 4% or $1,094,961 at 6%; with 50% employer match about $1,094,961 at 4% or $729,974 at 6%; with 100% employer match about $821,221 at 4% or $547,481 at 6%.
Gen X Financial Inc. 401(K) Profit Sharing Plan-3$208,950$197,093$65,698iApproximate average salary by contribution assumption: employee only about $1,642,442 at 4% or $1,094,961 at 6%; with 50% employer match about $1,094,961 at 4% or $729,974 at 6%; with 100% employer match about $821,221 at 4% or $547,481 at 6%.