Civic Intelligence

Saxon Financial Services Inc.

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

EIN 46-5615391 • West Chester, OH • 13 filings • 2 plans

9636 Cincinnati Columbus RoadWest Chester, OH 45241-4160
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$713,453

2024 Contributions

$206,863

Historical Graphs

Total Assets Over Time

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

$2,601,179$1,300,590$0201520202024YearValue
$713,453Latest year 2024

Participants Over Time

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

22110201520202024YearValue
20Latest 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
2024120$713,453$206,863$10,343iApproximate average salary by contribution assumption: employee only about $258,579 at 4% or $172,386 at 6%; with 50% employer match about $172,386 at 4% or $114,924 at 6%; with 100% employer match about $129,289 at 4% or $86,193 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-20$713,453$206,863$10,343iApproximate average salary by contribution assumption: employee only about $258,579 at 4% or $172,386 at 6%; with 50% employer match about $172,386 at 4% or $114,924 at 6%; with 100% employer match about $129,289 at 4% or $86,193 at 6%.
2023121$2,601,179$240,062$11,432iApproximate average salary by contribution assumption: employee only about $285,788 at 4% or $190,525 at 6%; with 50% employer match about $190,525 at 4% or $127,017 at 6%; with 100% employer match about $142,894 at 4% or $95,263 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-21$2,601,179$240,062$11,432iApproximate average salary by contribution assumption: employee only about $285,788 at 4% or $190,525 at 6%; with 50% employer match about $190,525 at 4% or $127,017 at 6%; with 100% employer match about $142,894 at 4% or $95,263 at 6%.
2022122$2,073,741$215,005$9,773iApproximate average salary by contribution assumption: employee only about $244,324 at 4% or $162,883 at 6%; with 50% employer match about $162,883 at 4% or $108,588 at 6%; with 100% employer match about $122,162 at 4% or $81,441 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-22$2,073,741$215,005$9,773iApproximate average salary by contribution assumption: employee only about $244,324 at 4% or $162,883 at 6%; with 50% employer match about $162,883 at 4% or $108,588 at 6%; with 100% employer match about $122,162 at 4% or $81,441 at 6%.
2021122$2,241,982$231,026$10,501iApproximate average salary by contribution assumption: employee only about $262,530 at 4% or $175,020 at 6%; with 50% employer match about $175,020 at 4% or $116,680 at 6%; with 100% employer match about $131,265 at 4% or $87,510 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-22$2,241,982$231,026$10,501iApproximate average salary by contribution assumption: employee only about $262,530 at 4% or $175,020 at 6%; with 50% employer match about $175,020 at 4% or $116,680 at 6%; with 100% employer match about $131,265 at 4% or $87,510 at 6%.
2020219$1,716,148$345,682$18,194iApproximate average salary by contribution assumption: employee only about $454,845 at 4% or $303,230 at 6%; with 50% employer match about $303,230 at 4% or $202,153 at 6%; with 100% employer match about $227,422 at 4% or $151,615 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-19$1,716,148$193,554$10,187iApproximate average salary by contribution assumption: employee only about $254,676 at 4% or $169,784 at 6%; with 50% employer match about $169,784 at 4% or $113,189 at 6%; with 100% employer match about $127,338 at 4% or $84,892 at 6%.
SAXON SOCA BENEFIT PLAN-0$0$152,128-
2019217$1,613,177$277,397$16,317iApproximate average salary by contribution assumption: employee only about $407,937 at 4% or $271,958 at 6%; with 50% employer match about $271,958 at 4% or $181,305 at 6%; with 100% employer match about $203,968 at 4% or $135,979 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-17$1,597,008$163,279$9,605iApproximate average salary by contribution assumption: employee only about $240,116 at 4% or $160,077 at 6%; with 50% employer match about $160,077 at 4% or $106,718 at 6%; with 100% employer match about $120,058 at 4% or $80,039 at 6%.
SAXON SOCA BENEFIT PLAN-16$16,169$114,118$7,132iApproximate average salary by contribution assumption: employee only about $178,309 at 4% or $118,873 at 6%; with 50% employer match about $118,873 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,436 at 6%.
2018219$1,185,223$198,729$10,459iApproximate average salary by contribution assumption: employee only about $261,486 at 4% or $174,324 at 6%; with 50% employer match about $174,324 at 4% or $116,216 at 6%; with 100% employer match about $130,743 at 4% or $87,162 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-19$1,179,157$155,808$8,200iApproximate average salary by contribution assumption: employee only about $205,011 at 4% or $136,674 at 6%; with 50% employer match about $136,674 at 4% or $91,116 at 6%; with 100% employer match about $102,505 at 4% or $68,337 at 6%.
SAXON SOCA BENEFIT PLAN-14$6,066$42,921$3,066iApproximate average salary by contribution assumption: employee only about $76,645 at 4% or $51,096 at 6%; with 50% employer match about $51,096 at 4% or $34,064 at 6%; with 100% employer match about $38,322 at 4% or $25,548 at 6%.
2017116$1,165,810$357,109$22,319iApproximate average salary by contribution assumption: employee only about $557,983 at 4% or $371,989 at 6%; with 50% employer match about $371,989 at 4% or $247,992 at 6%; with 100% employer match about $278,991 at 4% or $185,994 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-16$1,165,810$357,109$22,319iApproximate average salary by contribution assumption: employee only about $557,983 at 4% or $371,989 at 6%; with 50% employer match about $371,989 at 4% or $247,992 at 6%; with 100% employer match about $278,991 at 4% or $185,994 at 6%.
2016111$705,282$126,541$11,504iApproximate average salary by contribution assumption: employee only about $287,593 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,864 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-11$705,282$126,541$11,504iApproximate average salary by contribution assumption: employee only about $287,593 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,864 at 6%.
2015113$574,508$127,412$9,801iApproximate average salary by contribution assumption: employee only about $245,023 at 4% or $163,349 at 6%; with 50% employer match about $163,349 at 4% or $108,899 at 6%; with 100% employer match about $122,512 at 4% or $81,674 at 6%.
Saxon Financial Services Inc. 401(K) Profit Sharing Plan-13$574,508$127,412$9,801iApproximate average salary by contribution assumption: employee only about $245,023 at 4% or $163,349 at 6%; with 50% employer match about $163,349 at 4% or $108,899 at 6%; with 100% employer match about $122,512 at 4% or $81,674 at 6%.