Civic Intelligence

Knox Grove Financial

Plan context: Knox Grove Financial 401(K) Profit Sharing Plan & Trust

EIN 47-3274367 • Pennington, NJ • 7 filings • 1 plans

2 Tree Farm Rd Ste B100Pennington, NJ 08534-1435
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$544,206

2025 Contributions

$57,315

Historical Graphs

Total Assets Over Time

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

$544,206$272,103$0201920222025YearValue
$544,206Latest year 2025

Participants Over Time

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

630201920222025YearValue
6Latest year 2025

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
202516$544,206$57,315$9,553iApproximate average salary by contribution assumption: employee only about $238,813 at 4% or $159,208 at 6%; with 50% employer match about $159,208 at 4% or $106,139 at 6%; with 100% employer match about $119,406 at 4% or $79,604 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-6$544,206$57,315$9,553iApproximate average salary by contribution assumption: employee only about $238,813 at 4% or $159,208 at 6%; with 50% employer match about $159,208 at 4% or $106,139 at 6%; with 100% employer match about $119,406 at 4% or $79,604 at 6%.
202416$405,906$42,932$7,155iApproximate average salary by contribution assumption: employee only about $178,883 at 4% or $119,256 at 6%; with 50% employer match about $119,256 at 4% or $79,504 at 6%; with 100% employer match about $89,442 at 4% or $59,628 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-6$405,906$42,932$7,155iApproximate average salary by contribution assumption: employee only about $178,883 at 4% or $119,256 at 6%; with 50% employer match about $119,256 at 4% or $79,504 at 6%; with 100% employer match about $89,442 at 4% or $59,628 at 6%.
202315$305,699$74,876$14,975iApproximate average salary by contribution assumption: employee only about $374,380 at 4% or $249,587 at 6%; with 50% employer match about $249,587 at 4% or $166,391 at 6%; with 100% employer match about $187,190 at 4% or $124,793 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-5$305,699$74,876$14,975iApproximate average salary by contribution assumption: employee only about $374,380 at 4% or $249,587 at 6%; with 50% employer match about $249,587 at 4% or $166,391 at 6%; with 100% employer match about $187,190 at 4% or $124,793 at 6%.
202215$181,626$59,122$11,824iApproximate average salary by contribution assumption: employee only about $295,610 at 4% or $197,073 at 6%; with 50% employer match about $197,073 at 4% or $131,382 at 6%; with 100% employer match about $147,805 at 4% or $98,537 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-5$181,626$59,122$11,824iApproximate average salary by contribution assumption: employee only about $295,610 at 4% or $197,073 at 6%; with 50% employer match about $197,073 at 4% or $131,382 at 6%; with 100% employer match about $147,805 at 4% or $98,537 at 6%.
202113$148,818$53,828$17,943iApproximate average salary by contribution assumption: employee only about $448,567 at 4% or $299,044 at 6%; with 50% employer match about $299,044 at 4% or $199,363 at 6%; with 100% employer match about $224,283 at 4% or $149,522 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-3$148,818$53,828$17,943iApproximate average salary by contribution assumption: employee only about $448,567 at 4% or $299,044 at 6%; with 50% employer match about $299,044 at 4% or $199,363 at 6%; with 100% employer match about $224,283 at 4% or $149,522 at 6%.
202013$74,284$51,872$17,291iApproximate average salary by contribution assumption: employee only about $432,267 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,133 at 4% or $144,089 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-3$74,284$51,872$17,291iApproximate average salary by contribution assumption: employee only about $432,267 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,133 at 4% or $144,089 at 6%.
201913$7,497$7,003$2,334iApproximate average salary by contribution assumption: employee only about $58,358 at 4% or $38,906 at 6%; with 50% employer match about $38,906 at 4% or $25,937 at 6%; with 100% employer match about $29,179 at 4% or $19,453 at 6%.
Knox Grove Financial 401(K) Profit Sharing Plan & Trust-3$7,497$7,003$2,334iApproximate average salary by contribution assumption: employee only about $58,358 at 4% or $38,906 at 6%; with 50% employer match about $38,906 at 4% or $25,937 at 6%; with 100% employer match about $29,179 at 4% or $19,453 at 6%.