Civic Intelligence

Box Financial Advisors Inc.

Plan context: Box Financial Advisors Inc. 401(K) Profit Sharing Plan

EIN 61-1402818 • Minneapolis, MN • 19 filings • 3 plans

901 Marquette Ave #2800Minneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,612,126

2024 Contributions

$270,422

Historical Graphs

Total Assets Over Time

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

$2,612,126$1,306,063$0200720162024YearValue
$2,612,126Latest year 2024

Participants Over Time

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

19100200720162024YearValue
17Latest 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
2024117$2,612,126$270,422$15,907iApproximate average salary by contribution assumption: employee only about $397,679 at 4% or $265,120 at 6%; with 50% employer match about $265,120 at 4% or $176,746 at 6%; with 100% employer match about $198,840 at 4% or $132,560 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-17$2,612,126$270,422$15,907iApproximate average salary by contribution assumption: employee only about $397,679 at 4% or $265,120 at 6%; with 50% employer match about $265,120 at 4% or $176,746 at 6%; with 100% employer match about $198,840 at 4% or $132,560 at 6%.
2023119$2,277,699$471,462$24,814iApproximate average salary by contribution assumption: employee only about $620,345 at 4% or $413,563 at 6%; with 50% employer match about $413,563 at 4% or $275,709 at 6%; with 100% employer match about $310,172 at 4% or $206,782 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-19$2,277,699$471,462$24,814iApproximate average salary by contribution assumption: employee only about $620,345 at 4% or $413,563 at 6%; with 50% employer match about $413,563 at 4% or $275,709 at 6%; with 100% employer match about $310,172 at 4% or $206,782 at 6%.
2022117$1,494,266$195,234$11,484iApproximate average salary by contribution assumption: employee only about $287,109 at 4% or $191,406 at 6%; with 50% employer match about $191,406 at 4% or $127,604 at 6%; with 100% employer match about $143,554 at 4% or $95,703 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-17$1,494,266$195,234$11,484iApproximate average salary by contribution assumption: employee only about $287,109 at 4% or $191,406 at 6%; with 50% employer match about $191,406 at 4% or $127,604 at 6%; with 100% employer match about $143,554 at 4% or $95,703 at 6%.
2021111$1,886,557$176,510$16,046iApproximate average salary by contribution assumption: employee only about $401,159 at 4% or $267,439 at 6%; with 50% employer match about $267,439 at 4% or $178,293 at 6%; with 100% employer match about $200,580 at 4% or $133,720 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-11$1,886,557$176,510$16,046iApproximate average salary by contribution assumption: employee only about $401,159 at 4% or $267,439 at 6%; with 50% employer match about $267,439 at 4% or $178,293 at 6%; with 100% employer match about $200,580 at 4% or $133,720 at 6%.
2020111$1,517,814$149,813$13,619iApproximate average salary by contribution assumption: employee only about $340,484 at 4% or $226,989 at 6%; with 50% employer match about $226,989 at 4% or $151,326 at 6%; with 100% employer match about $170,242 at 4% or $113,495 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-11$1,517,814$149,813$13,619iApproximate average salary by contribution assumption: employee only about $340,484 at 4% or $226,989 at 6%; with 50% employer match about $226,989 at 4% or $151,326 at 6%; with 100% employer match about $170,242 at 4% or $113,495 at 6%.
2019110$912,302$89,743$8,974iApproximate average salary by contribution assumption: employee only about $224,357 at 4% or $149,572 at 6%; with 50% employer match about $149,572 at 4% or $99,714 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-10$912,302$89,743$8,974iApproximate average salary by contribution assumption: employee only about $224,357 at 4% or $149,572 at 6%; with 50% employer match about $149,572 at 4% or $99,714 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
201819$672,874$73,690$8,188iApproximate average salary by contribution assumption: employee only about $204,694 at 4% or $136,463 at 6%; with 50% employer match about $136,463 at 4% or $90,975 at 6%; with 100% employer match about $102,347 at 4% or $68,231 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-9$672,874$73,690$8,188iApproximate average salary by contribution assumption: employee only about $204,694 at 4% or $136,463 at 6%; with 50% employer match about $136,463 at 4% or $90,975 at 6%; with 100% employer match about $102,347 at 4% or $68,231 at 6%.
2017111$1,630,880$68,039$6,185iApproximate average salary by contribution assumption: employee only about $154,634 at 4% or $103,089 at 6%; with 50% employer match about $103,089 at 4% or $68,726 at 6%; with 100% employer match about $77,317 at 4% or $51,545 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-11$1,630,880$68,039$6,185iApproximate average salary by contribution assumption: employee only about $154,634 at 4% or $103,089 at 6%; with 50% employer match about $103,089 at 4% or $68,726 at 6%; with 100% employer match about $77,317 at 4% or $51,545 at 6%.
2016110$1,309,260$63,839$6,384iApproximate average salary by contribution assumption: employee only about $159,598 at 4% or $106,398 at 6%; with 50% employer match about $106,398 at 4% or $70,932 at 6%; with 100% employer match about $79,799 at 4% or $53,199 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-10$1,309,260$63,839$6,384iApproximate average salary by contribution assumption: employee only about $159,598 at 4% or $106,398 at 6%; with 50% employer match about $106,398 at 4% or $70,932 at 6%; with 100% employer match about $79,799 at 4% or $53,199 at 6%.
201519$1,149,652$92,071$10,230iApproximate average salary by contribution assumption: employee only about $255,753 at 4% or $170,502 at 6%; with 50% employer match about $170,502 at 4% or $113,668 at 6%; with 100% employer match about $127,876 at 4% or $85,251 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-9$1,149,652$92,071$10,230iApproximate average salary by contribution assumption: employee only about $255,753 at 4% or $170,502 at 6%; with 50% employer match about $170,502 at 4% or $113,668 at 6%; with 100% employer match about $127,876 at 4% or $85,251 at 6%.
201418$1,075,974$86,206$10,776iApproximate average salary by contribution assumption: employee only about $269,394 at 4% or $179,596 at 6%; with 50% employer match about $179,596 at 4% or $119,731 at 6%; with 100% employer match about $134,697 at 4% or $89,798 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-8$1,075,974$86,206$10,776iApproximate average salary by contribution assumption: employee only about $269,394 at 4% or $179,596 at 6%; with 50% employer match about $179,596 at 4% or $119,731 at 6%; with 100% employer match about $134,697 at 4% or $89,798 at 6%.
201318$945,225$120,006$15,001iApproximate average salary by contribution assumption: employee only about $375,019 at 4% or $250,013 at 6%; with 50% employer match about $250,013 at 4% or $166,675 at 6%; with 100% employer match about $187,509 at 4% or $125,006 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-8$945,225$120,006$15,001iApproximate average salary by contribution assumption: employee only about $375,019 at 4% or $250,013 at 6%; with 50% employer match about $250,013 at 4% or $166,675 at 6%; with 100% employer match about $187,509 at 4% or $125,006 at 6%.
201218$703,258$88,235$11,029iApproximate average salary by contribution assumption: employee only about $275,734 at 4% or $183,823 at 6%; with 50% employer match about $183,823 at 4% or $122,549 at 6%; with 100% employer match about $137,867 at 4% or $91,911 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-8$703,258$88,235$11,029iApproximate average salary by contribution assumption: employee only about $275,734 at 4% or $183,823 at 6%; with 50% employer match about $183,823 at 4% or $122,549 at 6%; with 100% employer match about $137,867 at 4% or $91,911 at 6%.
201118$547,094$79,509$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-8$547,094$79,509$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
201018$493,163$61,006$7,626iApproximate average salary by contribution assumption: employee only about $190,644 at 4% or $127,096 at 6%; with 50% employer match about $127,096 at 4% or $84,731 at 6%; with 100% employer match about $95,322 at 4% or $63,548 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-8$493,163$61,006$7,626iApproximate average salary by contribution assumption: employee only about $190,644 at 4% or $127,096 at 6%; with 50% employer match about $127,096 at 4% or $84,731 at 6%; with 100% employer match about $95,322 at 4% or $63,548 at 6%.
200916$385,992$113,652$18,942iApproximate average salary by contribution assumption: employee only about $473,550 at 4% or $315,700 at 6%; with 50% employer match about $315,700 at 4% or $210,467 at 6%; with 100% employer match about $236,775 at 4% or $157,850 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-6$385,992$113,652$18,942iApproximate average salary by contribution assumption: employee only about $473,550 at 4% or $315,700 at 6%; with 50% employer match about $315,700 at 4% or $210,467 at 6%; with 100% employer match about $236,775 at 4% or $157,850 at 6%.
200816$248,242$74,860$12,477iApproximate average salary by contribution assumption: employee only about $311,917 at 4% or $207,944 at 6%; with 50% employer match about $207,944 at 4% or $138,630 at 6%; with 100% employer match about $155,958 at 4% or $103,972 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-6$248,242$74,860$12,477iApproximate average salary by contribution assumption: employee only about $311,917 at 4% or $207,944 at 6%; with 50% employer match about $207,944 at 4% or $138,630 at 6%; with 100% employer match about $155,958 at 4% or $103,972 at 6%.
200726$697,630$616,274$102,712iApproximate average salary by contribution assumption: employee only about $2,567,808 at 4% or $1,711,872 at 6%; with 50% employer match about $1,711,872 at 4% or $1,141,248 at 6%; with 100% employer match about $1,283,904 at 4% or $855,936 at 6%.
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-0$348,815$308,137-
Box Financial Advisors Inc. 401(K) Profit Sharing Plan-6$348,815$308,137$51,356iApproximate average salary by contribution assumption: employee only about $1,283,904 at 4% or $855,936 at 6%; with 50% employer match about $855,936 at 4% or $570,624 at 6%; with 100% employer match about $641,952 at 4% or $427,968 at 6%.