Civic Intelligence

Wixon Financial Services Corp.

Plan context: Wixon Advisors 401(K) Plan

EIN 41-1684251 • Maple Grove, MN • 14 filings • 3 plans

6439 Sycamore Court NMaple Grove, MN 55369
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$887,608

2023 Contributions

$53,526

Historical Graphs

Total Assets Over Time

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

$984,332$492,166$0200420172022YearValue
$887,608Latest year 2022

Participants Over Time

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

320200420172022YearValue
3Latest year 2022

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
202310$0$53,526-
Wixon Advisors 401(K) Plan-0$0$53,526-
202213$887,608$69,893$23,298iApproximate average salary by contribution assumption: employee only about $582,442 at 4% or $388,294 at 6%; with 50% employer match about $388,294 at 4% or $258,863 at 6%; with 100% employer match about $291,221 at 4% or $194,147 at 6%.
Wixon Advisors 401(K) Plan-3$887,608$69,893$23,298iApproximate average salary by contribution assumption: employee only about $582,442 at 4% or $388,294 at 6%; with 50% employer match about $388,294 at 4% or $258,863 at 6%; with 100% employer match about $291,221 at 4% or $194,147 at 6%.
202113$984,332$64,387$21,462iApproximate average salary by contribution assumption: employee only about $536,558 at 4% or $357,706 at 6%; with 50% employer match about $357,706 at 4% or $238,470 at 6%; with 100% employer match about $268,279 at 4% or $178,853 at 6%.
Wixon Advisors 401(K) Plan-3$984,332$64,387$21,462iApproximate average salary by contribution assumption: employee only about $536,558 at 4% or $357,706 at 6%; with 50% employer match about $357,706 at 4% or $238,470 at 6%; with 100% employer match about $268,279 at 4% or $178,853 at 6%.
202013$869,661$64,835$21,612iApproximate average salary by contribution assumption: employee only about $540,292 at 4% or $360,194 at 6%; with 50% employer match about $360,194 at 4% or $240,130 at 6%; with 100% employer match about $270,146 at 4% or $180,097 at 6%.
Wixon Advisors 401(K) Plan-3$869,661$64,835$21,612iApproximate average salary by contribution assumption: employee only about $540,292 at 4% or $360,194 at 6%; with 50% employer match about $360,194 at 4% or $240,130 at 6%; with 100% employer match about $270,146 at 4% or $180,097 at 6%.
201913$746,079$56,780$18,927iApproximate average salary by contribution assumption: employee only about $473,167 at 4% or $315,444 at 6%; with 50% employer match about $315,444 at 4% or $210,296 at 6%; with 100% employer match about $236,583 at 4% or $157,722 at 6%.
Wixon Advisors 401(K) Plan-3$746,079$56,780$18,927iApproximate average salary by contribution assumption: employee only about $473,167 at 4% or $315,444 at 6%; with 50% employer match about $315,444 at 4% or $210,296 at 6%; with 100% employer match about $236,583 at 4% or $157,722 at 6%.
201813$559,912$174,170$58,057iApproximate average salary by contribution assumption: employee only about $1,451,417 at 4% or $967,611 at 6%; with 50% employer match about $967,611 at 4% or $645,074 at 6%; with 100% employer match about $725,708 at 4% or $483,806 at 6%.
Wixon Advisors 401(K) Plan-3$559,912$174,170$58,057iApproximate average salary by contribution assumption: employee only about $1,451,417 at 4% or $967,611 at 6%; with 50% employer match about $967,611 at 4% or $645,074 at 6%; with 100% employer match about $725,708 at 4% or $483,806 at 6%.
201713$444,207$52,157$17,386iApproximate average salary by contribution assumption: employee only about $434,642 at 4% or $289,761 at 6%; with 50% employer match about $289,761 at 4% or $193,174 at 6%; with 100% employer match about $217,321 at 4% or $144,881 at 6%.
Wixon Advisors 401(K) Plan-3$444,207$52,157$17,386iApproximate average salary by contribution assumption: employee only about $434,642 at 4% or $289,761 at 6%; with 50% employer match about $289,761 at 4% or $193,174 at 6%; with 100% employer match about $217,321 at 4% or $144,881 at 6%.
201613$337,861$333,708$111,236iApproximate average salary by contribution assumption: employee only about $2,780,900 at 4% or $1,853,933 at 6%; with 50% employer match about $1,853,933 at 4% or $1,235,956 at 6%; with 100% employer match about $1,390,450 at 4% or $926,967 at 6%.
Wixon Advisors 401(K) Plan-3$337,861$333,708$111,236iApproximate average salary by contribution assumption: employee only about $2,780,900 at 4% or $1,853,933 at 6%; with 50% employer match about $1,853,933 at 4% or $1,235,956 at 6%; with 100% employer match about $1,390,450 at 4% or $926,967 at 6%.
200910$0$5,281-
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-0$0$5,281-
200813$293,432$39,080$13,027iApproximate average salary by contribution assumption: employee only about $325,667 at 4% or $217,111 at 6%; with 50% employer match about $217,111 at 4% or $144,741 at 6%; with 100% employer match about $162,833 at 4% or $108,556 at 6%.
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-3$293,432$39,080$13,027iApproximate average salary by contribution assumption: employee only about $325,667 at 4% or $217,111 at 6%; with 50% employer match about $217,111 at 4% or $144,741 at 6%; with 100% employer match about $162,833 at 4% or $108,556 at 6%.
200713$363,341$76,970$25,657iApproximate average salary by contribution assumption: employee only about $641,417 at 4% or $427,611 at 6%; with 50% employer match about $427,611 at 4% or $285,074 at 6%; with 100% employer match about $320,708 at 4% or $213,806 at 6%.
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-3$363,341$76,970$25,657iApproximate average salary by contribution assumption: employee only about $641,417 at 4% or $427,611 at 6%; with 50% employer match about $427,611 at 4% or $285,074 at 6%; with 100% employer match about $320,708 at 4% or $213,806 at 6%.
200612$268,960$44,848$22,424iApproximate average salary by contribution assumption: employee only about $560,600 at 4% or $373,733 at 6%; with 50% employer match about $373,733 at 4% or $249,156 at 6%; with 100% employer match about $280,300 at 4% or $186,867 at 6%.
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-2$268,960$44,848$22,424iApproximate average salary by contribution assumption: employee only about $560,600 at 4% or $373,733 at 6%; with 50% employer match about $373,733 at 4% or $249,156 at 6%; with 100% employer match about $280,300 at 4% or $186,867 at 6%.
200512$193,620$27,773$13,887iApproximate average salary by contribution assumption: employee only about $347,163 at 4% or $231,442 at 6%; with 50% employer match about $231,442 at 4% or $154,294 at 6%; with 100% employer match about $173,581 at 4% or $115,721 at 6%.
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-2$193,620$27,773$13,887iApproximate average salary by contribution assumption: employee only about $347,163 at 4% or $231,442 at 6%; with 50% employer match about $231,442 at 4% or $154,294 at 6%; with 100% employer match about $173,581 at 4% or $115,721 at 6%.
200413$182,607$179,722$59,907iApproximate average salary by contribution assumption: employee only about $1,497,683 at 4% or $998,456 at 6%; with 50% employer match about $998,456 at 4% or $665,637 at 6%; with 100% employer match about $748,842 at 4% or $499,228 at 6%.
Wixon Financial Services Corp. 401(K) Profit Sharing Plan-3$182,607$179,722$59,907iApproximate average salary by contribution assumption: employee only about $1,497,683 at 4% or $998,456 at 6%; with 50% employer match about $998,456 at 4% or $665,637 at 6%; with 100% employer match about $748,842 at 4% or $499,228 at 6%.