Civic Intelligence

Foxen Financial Inc.

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

EIN 36-3819537 • Hinsdale, IL • 22 filings • 2 plans

15 Spinning Wheel Rd.Suite 129Hinsdale, IL 60521
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$9,821,216

2024 Contributions

$86,490

Historical Graphs

Total Assets Over Time

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

$9,821,216$4,910,608$0201420192024YearValue
$9,821,216Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202423$9,821,216$86,490$28,830iApproximate average salary by contribution assumption: employee only about $720,750 at 4% or $480,500 at 6%; with 50% employer match about $480,500 at 4% or $320,333 at 6%; with 100% employer match about $360,375 at 4% or $240,250 at 6%.
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$5,408,166$86,490$28,830iApproximate average salary by contribution assumption: employee only about $720,750 at 4% or $480,500 at 6%; with 50% employer match about $480,500 at 4% or $320,333 at 6%; with 100% employer match about $360,375 at 4% or $240,250 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$4,413,050$0-
202323$7,931,929$89,914$29,971iApproximate average salary by contribution assumption: employee only about $749,283 at 4% or $499,522 at 6%; with 50% employer match about $499,522 at 4% or $333,015 at 6%; with 100% employer match about $374,642 at 4% or $249,761 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$4,322,464$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$3,609,465$89,914$29,971iApproximate average salary by contribution assumption: employee only about $749,283 at 4% or $499,522 at 6%; with 50% employer match about $499,522 at 4% or $333,015 at 6%; with 100% employer match about $374,642 at 4% or $249,761 at 6%.
202223$6,744,103$98,763$32,921iApproximate average salary by contribution assumption: employee only about $823,025 at 4% or $548,683 at 6%; with 50% employer match about $548,683 at 4% or $365,789 at 6%; with 100% employer match about $411,513 at 4% or $274,342 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$4,246,494$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$2,497,609$98,763$32,921iApproximate average salary by contribution assumption: employee only about $823,025 at 4% or $548,683 at 6%; with 50% employer match about $548,683 at 4% or $365,789 at 6%; with 100% employer match about $411,513 at 4% or $274,342 at 6%.
202123$7,694,941$93,333$31,111iApproximate average salary by contribution assumption: employee only about $777,775 at 4% or $518,517 at 6%; with 50% employer match about $518,517 at 4% or $345,678 at 6%; with 100% employer match about $388,888 at 4% or $259,258 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$4,232,388$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$3,462,553$93,333$31,111iApproximate average salary by contribution assumption: employee only about $777,775 at 4% or $518,517 at 6%; with 50% employer match about $518,517 at 4% or $345,678 at 6%; with 100% employer match about $388,888 at 4% or $259,258 at 6%.
202023$9,778,052$102,077$34,026iApproximate average salary by contribution assumption: employee only about $850,642 at 4% or $567,094 at 6%; with 50% employer match about $567,094 at 4% or $378,063 at 6%; with 100% employer match about $425,321 at 4% or $283,547 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$6,975,906$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$2,802,146$102,077$34,026iApproximate average salary by contribution assumption: employee only about $850,642 at 4% or $567,094 at 6%; with 50% employer match about $567,094 at 4% or $378,063 at 6%; with 100% employer match about $425,321 at 4% or $283,547 at 6%.
201923$7,190,002$69,538$23,179iApproximate average salary by contribution assumption: employee only about $579,483 at 4% or $386,322 at 6%; with 50% employer match about $386,322 at 4% or $257,548 at 6%; with 100% employer match about $289,742 at 4% or $193,161 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$5,073,463$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$2,116,539$69,538$23,179iApproximate average salary by contribution assumption: employee only about $579,483 at 4% or $386,322 at 6%; with 50% employer match about $386,322 at 4% or $257,548 at 6%; with 100% employer match about $289,742 at 4% or $193,161 at 6%.
201823$5,516,762$68,438$22,813iApproximate average salary by contribution assumption: employee only about $570,317 at 4% or $380,211 at 6%; with 50% employer match about $380,211 at 4% or $253,474 at 6%; with 100% employer match about $285,158 at 4% or $190,106 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-3$3,865,443$0-
Foxen Financial Inc. 401(K) Profit Sharing Plan-3$1,651,319$68,438$22,813iApproximate average salary by contribution assumption: employee only about $570,317 at 4% or $380,211 at 6%; with 50% employer match about $380,211 at 4% or $253,474 at 6%; with 100% employer match about $285,158 at 4% or $190,106 at 6%.
201722$5,446,016$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-2$3,751,219--
Foxen Financial Inc. 401(K) Profit Sharing Plan-2$1,694,797$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
201622$4,082,098$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-2$2,766,058--
Foxen Financial Inc. 401(K) Profit Sharing Plan-2$1,316,040$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201522$3,760,581$63,130$31,565iApproximate average salary by contribution assumption: employee only about $789,125 at 4% or $526,083 at 6%; with 50% employer match about $526,083 at 4% or $350,722 at 6%; with 100% employer match about $394,563 at 4% or $263,042 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-2$2,529,643--
Foxen Financial Inc. 401(K) Profit Sharing Plan-2$1,230,938$63,130$31,565iApproximate average salary by contribution assumption: employee only about $789,125 at 4% or $526,083 at 6%; with 50% employer match about $526,083 at 4% or $350,722 at 6%; with 100% employer match about $394,563 at 4% or $263,042 at 6%.
201422$3,292,170$27,200$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
Foxen Financial Inc. Defined Benefit Pension Plan-2$2,109,853--
Foxen Financial Inc. 401(K) Profit Sharing Plan-2$1,182,317$27,200$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.