Civic Intelligence

Fox Financial Inc.

Plan context: Fox Financial 401(K) Profit Sharing Plan

EIN 46-1749673 • Wyomissing, PA • 12 filings • 2 plans

1105 Berkshire BlvdSuite 120Wyomissing, PA 19610
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,078,295

2024 Contributions

$153,013

Historical Graphs

Total Assets Over Time

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

$3,078,295$1,539,148$0201320192024YearValue
$3,078,295Latest year 2024

Participants Over Time

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

950201320192024YearValue
9Latest 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
202419$3,078,295$153,013$17,001iApproximate average salary by contribution assumption: employee only about $425,036 at 4% or $283,357 at 6%; with 50% employer match about $283,357 at 4% or $188,905 at 6%; with 100% employer match about $212,518 at 4% or $141,679 at 6%.
Fox Financial 401(K) Profit Sharing Plan-9$3,078,295$153,013$17,001iApproximate average salary by contribution assumption: employee only about $425,036 at 4% or $283,357 at 6%; with 50% employer match about $283,357 at 4% or $188,905 at 6%; with 100% employer match about $212,518 at 4% or $141,679 at 6%.
202318$2,390,373$139,973$17,497iApproximate average salary by contribution assumption: employee only about $437,416 at 4% or $291,610 at 6%; with 50% employer match about $291,610 at 4% or $194,407 at 6%; with 100% employer match about $218,708 at 4% or $145,805 at 6%.
Fox Financial 401(K) Profit Sharing Plan-8$2,390,373$139,973$17,497iApproximate average salary by contribution assumption: employee only about $437,416 at 4% or $291,610 at 6%; with 50% employer match about $291,610 at 4% or $194,407 at 6%; with 100% employer match about $218,708 at 4% or $145,805 at 6%.
202218$1,657,012$151,917$18,990iApproximate average salary by contribution assumption: employee only about $474,741 at 4% or $316,494 at 6%; with 50% employer match about $316,494 at 4% or $210,996 at 6%; with 100% employer match about $237,370 at 4% or $158,247 at 6%.
Fox Financial 401(K) Profit Sharing Plan-8$1,657,012$151,917$18,990iApproximate average salary by contribution assumption: employee only about $474,741 at 4% or $316,494 at 6%; with 50% employer match about $316,494 at 4% or $210,996 at 6%; with 100% employer match about $237,370 at 4% or $158,247 at 6%.
202117$2,292,175$212,460$30,351iApproximate average salary by contribution assumption: employee only about $758,786 at 4% or $505,857 at 6%; with 50% employer match about $505,857 at 4% or $337,238 at 6%; with 100% employer match about $379,393 at 4% or $252,929 at 6%.
Fox Financial 401(K) Profit Sharing Plan-7$2,292,175$212,460$30,351iApproximate average salary by contribution assumption: employee only about $758,786 at 4% or $505,857 at 6%; with 50% employer match about $505,857 at 4% or $337,238 at 6%; with 100% employer match about $379,393 at 4% or $252,929 at 6%.
202017$1,382,721$87,505$12,501iApproximate average salary by contribution assumption: employee only about $312,518 at 4% or $208,345 at 6%; with 50% employer match about $208,345 at 4% or $138,897 at 6%; with 100% employer match about $156,259 at 4% or $104,173 at 6%.
Fox Financial 401(K) Profit Sharing Plan-7$1,382,721$87,505$12,501iApproximate average salary by contribution assumption: employee only about $312,518 at 4% or $208,345 at 6%; with 50% employer match about $208,345 at 4% or $138,897 at 6%; with 100% employer match about $156,259 at 4% or $104,173 at 6%.
201914$1,021,019$86,742$21,686iApproximate average salary by contribution assumption: employee only about $542,138 at 4% or $361,425 at 6%; with 50% employer match about $361,425 at 4% or $240,950 at 6%; with 100% employer match about $271,069 at 4% or $180,713 at 6%.
Fox Financial 401(K) Profit Sharing Plan-4$1,021,019$86,742$21,686iApproximate average salary by contribution assumption: employee only about $542,138 at 4% or $361,425 at 6%; with 50% employer match about $361,425 at 4% or $240,950 at 6%; with 100% employer match about $271,069 at 4% or $180,713 at 6%.
201814$789,945$85,988$21,497iApproximate average salary by contribution assumption: employee only about $537,425 at 4% or $358,283 at 6%; with 50% employer match about $358,283 at 4% or $238,856 at 6%; with 100% employer match about $268,713 at 4% or $179,142 at 6%.
Fox Financial 401(K) Profit Sharing Plan-4$789,945$85,988$21,497iApproximate average salary by contribution assumption: employee only about $537,425 at 4% or $358,283 at 6%; with 50% employer match about $358,283 at 4% or $238,856 at 6%; with 100% employer match about $268,713 at 4% or $179,142 at 6%.
201714$732,609$167,658$41,915iApproximate average salary by contribution assumption: employee only about $1,047,863 at 4% or $698,575 at 6%; with 50% employer match about $698,575 at 4% or $465,717 at 6%; with 100% employer match about $523,931 at 4% or $349,288 at 6%.
Fox Financial 401(K) Profit Sharing Plan-4$732,609$167,658$41,915iApproximate average salary by contribution assumption: employee only about $1,047,863 at 4% or $698,575 at 6%; with 50% employer match about $698,575 at 4% or $465,717 at 6%; with 100% employer match about $523,931 at 4% or $349,288 at 6%.
201613$526,305$58,107$19,369iApproximate average salary by contribution assumption: employee only about $484,225 at 4% or $322,817 at 6%; with 50% employer match about $322,817 at 4% or $215,211 at 6%; with 100% employer match about $242,113 at 4% or $161,408 at 6%.
Fox Financial 401(K) Profit Sharing Plan-3$526,305$58,107$19,369iApproximate average salary by contribution assumption: employee only about $484,225 at 4% or $322,817 at 6%; with 50% employer match about $322,817 at 4% or $215,211 at 6%; with 100% employer match about $242,113 at 4% or $161,408 at 6%.
201513$401,926$62,695$20,898iApproximate average salary by contribution assumption: employee only about $522,458 at 4% or $348,306 at 6%; with 50% employer match about $348,306 at 4% or $232,204 at 6%; with 100% employer match about $261,229 at 4% or $174,153 at 6%.
Fox Financial 401(K) Profit Sharing Plan-3$401,926$62,695$20,898iApproximate average salary by contribution assumption: employee only about $522,458 at 4% or $348,306 at 6%; with 50% employer match about $348,306 at 4% or $232,204 at 6%; with 100% employer match about $261,229 at 4% or $174,153 at 6%.
201413$346,478$67,043$22,348iApproximate average salary by contribution assumption: employee only about $558,692 at 4% or $372,461 at 6%; with 50% employer match about $372,461 at 4% or $248,307 at 6%; with 100% employer match about $279,346 at 4% or $186,231 at 6%.
Fox Financial 401(K) Profit Sharing Plan-3$346,478$67,043$22,348iApproximate average salary by contribution assumption: employee only about $558,692 at 4% or $372,461 at 6%; with 50% employer match about $372,461 at 4% or $248,307 at 6%; with 100% employer match about $279,346 at 4% or $186,231 at 6%.
201312$264,493$227,103$113,552iApproximate average salary by contribution assumption: employee only about $2,838,788 at 4% or $1,892,525 at 6%; with 50% employer match about $1,892,525 at 4% or $1,261,683 at 6%; with 100% employer match about $1,419,394 at 4% or $946,263 at 6%.
Fox Financial 401(K) Profit Sharing Plan-2$264,493$227,103$113,552iApproximate average salary by contribution assumption: employee only about $2,838,788 at 4% or $1,892,525 at 6%; with 50% employer match about $1,892,525 at 4% or $1,261,683 at 6%; with 100% employer match about $1,419,394 at 4% or $946,263 at 6%.