Civic Intelligence

Fox Financial Services LLC

Plan context: Fox Financial Services LLC 401(K) Plan

EIN 45-3998017 • Skokie, IL • 9 filings • 3 plans

5215 Old Orchard Rd.Suite 1200Skokie, IL 60077
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,024,532

2020 Contributions

$68,547

Historical Graphs

Total Assets Over Time

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

$1,024,532$512,266$0201220162020YearValue
$1,024,532Latest year 2020

Participants Over Time

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

420201220162020YearValue
4Latest year 2020

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
202014$1,024,532$68,547$17,137iApproximate average salary by contribution assumption: employee only about $428,419 at 4% or $285,613 at 6%; with 50% employer match about $285,613 at 4% or $190,408 at 6%; with 100% employer match about $214,209 at 4% or $142,806 at 6%.
Fox Financial Services LLC 401(K) Plan-4$1,024,532$68,547$17,137iApproximate average salary by contribution assumption: employee only about $428,419 at 4% or $285,613 at 6%; with 50% employer match about $285,613 at 4% or $190,408 at 6%; with 100% employer match about $214,209 at 4% or $142,806 at 6%.
201914$855,524$202,629$50,657iApproximate average salary by contribution assumption: employee only about $1,266,431 at 4% or $844,288 at 6%; with 50% employer match about $844,288 at 4% or $562,858 at 6%; with 100% employer match about $633,216 at 4% or $422,144 at 6%.
Fox Financial Services LLC 401(K) Plan-4$855,524$202,629$50,657iApproximate average salary by contribution assumption: employee only about $1,266,431 at 4% or $844,288 at 6%; with 50% employer match about $844,288 at 4% or $562,858 at 6%; with 100% employer match about $633,216 at 4% or $422,144 at 6%.
201812$492,192$62,866$31,433iApproximate average salary by contribution assumption: employee only about $785,825 at 4% or $523,883 at 6%; with 50% employer match about $523,883 at 4% or $349,256 at 6%; with 100% employer match about $392,913 at 4% or $261,942 at 6%.
Fox Financial Services LLC 401(K) Plan-2$492,192$62,866$31,433iApproximate average salary by contribution assumption: employee only about $785,825 at 4% or $523,883 at 6%; with 50% employer match about $523,883 at 4% or $349,256 at 6%; with 100% employer match about $392,913 at 4% or $261,942 at 6%.
201713$640,814$67,496$22,499iApproximate average salary by contribution assumption: employee only about $562,467 at 4% or $374,978 at 6%; with 50% employer match about $374,978 at 4% or $249,985 at 6%; with 100% employer match about $281,233 at 4% or $187,489 at 6%.
Fox Financial Services LLC 401(K) Plan-3$640,814$67,496$22,499iApproximate average salary by contribution assumption: employee only about $562,467 at 4% or $374,978 at 6%; with 50% employer match about $374,978 at 4% or $249,985 at 6%; with 100% employer match about $281,233 at 4% or $187,489 at 6%.
201613$568,737$41,683$13,894iApproximate average salary by contribution assumption: employee only about $347,358 at 4% or $231,572 at 6%; with 50% employer match about $231,572 at 4% or $154,381 at 6%; with 100% employer match about $173,679 at 4% or $115,786 at 6%.
Fox Financial Services LLC 401(K) Plan-3$568,737$41,683$13,894iApproximate average salary by contribution assumption: employee only about $347,358 at 4% or $231,572 at 6%; with 50% employer match about $231,572 at 4% or $154,381 at 6%; with 100% employer match about $173,679 at 4% or $115,786 at 6%.
201513$475,468$44,132$14,711iApproximate average salary by contribution assumption: employee only about $367,767 at 4% or $245,178 at 6%; with 50% employer match about $245,178 at 4% or $163,452 at 6%; with 100% employer match about $183,883 at 4% or $122,589 at 6%.
Fox Financial Services LLC 401(K) Plan-3$475,468$44,132$14,711iApproximate average salary by contribution assumption: employee only about $367,767 at 4% or $245,178 at 6%; with 50% employer match about $245,178 at 4% or $163,452 at 6%; with 100% employer match about $183,883 at 4% or $122,589 at 6%.
201413$517,108$385,585$128,528iApproximate average salary by contribution assumption: employee only about $3,213,208 at 4% or $2,142,139 at 6%; with 50% employer match about $2,142,139 at 4% or $1,428,093 at 6%; with 100% employer match about $1,606,604 at 4% or $1,071,069 at 6%.
Fox Financial Services LLC 401(K) Plan-3$517,108$385,585$128,528iApproximate average salary by contribution assumption: employee only about $3,213,208 at 4% or $2,142,139 at 6%; with 50% employer match about $2,142,139 at 4% or $1,428,093 at 6%; with 100% employer match about $1,606,604 at 4% or $1,071,069 at 6%.
201313$94,540$22,346$7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
Fox Financial Services LLC 401(K) Plan-3$94,540$22,346$7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
201213$146,984$138,256$46,085iApproximate average salary by contribution assumption: employee only about $1,152,133 at 4% or $768,089 at 6%; with 50% employer match about $768,089 at 4% or $512,059 at 6%; with 100% employer match about $576,067 at 4% or $384,044 at 6%.
Fox Financial Services LLC 401(K) Plan-3$146,984$138,256$46,085iApproximate average salary by contribution assumption: employee only about $1,152,133 at 4% or $768,089 at 6%; with 50% employer match about $768,089 at 4% or $512,059 at 6%; with 100% employer match about $576,067 at 4% or $384,044 at 6%.
Fox Financial Services LLC | EIN 45-3998017 | 2020 Form 5500 Company Profile