Saxon Interests Inc.
Plan context: Saxon Financial Group 401(K) Plan
EIN 76-0432121 • Houston, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,332,647
2024 Contributions
$106,269
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,332,647 | $106,269 | $17,712iApproximate average salary by contribution assumption: employee only about $442,788 at 4% or $295,192 at 6%; with 50% employer match about $295,192 at 4% or $196,794 at 6%; with 100% employer match about $221,394 at 4% or $147,596 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 6 | $2,332,647 | $106,269 | $17,712iApproximate average salary by contribution assumption: employee only about $442,788 at 4% or $295,192 at 6%; with 50% employer match about $295,192 at 4% or $196,794 at 6%; with 100% employer match about $221,394 at 4% or $147,596 at 6%. |
| 2023 | 1 | 7 | $2,001,865 | $133,069 | $19,010iApproximate average salary by contribution assumption: employee only about $475,246 at 4% or $316,831 at 6%; with 50% employer match about $316,831 at 4% or $211,221 at 6%; with 100% employer match about $237,623 at 4% or $158,415 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 7 | $2,001,865 | $133,069 | $19,010iApproximate average salary by contribution assumption: employee only about $475,246 at 4% or $316,831 at 6%; with 50% employer match about $316,831 at 4% or $211,221 at 6%; with 100% employer match about $237,623 at 4% or $158,415 at 6%. |
| 2022 | 1 | 7 | $1,655,969 | $34,260 | $4,894iApproximate average salary by contribution assumption: employee only about $122,357 at 4% or $81,571 at 6%; with 50% employer match about $81,571 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 7 | $1,655,969 | $34,260 | $4,894iApproximate average salary by contribution assumption: employee only about $122,357 at 4% or $81,571 at 6%; with 50% employer match about $81,571 at 4% or $54,381 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%. |
| 2021 | 1 | 7 | $1,658,682 | $190,731 | $27,247iApproximate average salary by contribution assumption: employee only about $681,182 at 4% or $454,121 at 6%; with 50% employer match about $454,121 at 4% or $302,748 at 6%; with 100% employer match about $340,591 at 4% or $227,061 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 7 | $1,658,682 | $190,731 | $27,247iApproximate average salary by contribution assumption: employee only about $681,182 at 4% or $454,121 at 6%; with 50% employer match about $454,121 at 4% or $302,748 at 6%; with 100% employer match about $340,591 at 4% or $227,061 at 6%. |
| 2020 | 1 | 8 | $1,294,117 | $581,304 | $72,663iApproximate average salary by contribution assumption: employee only about $1,816,575 at 4% or $1,211,050 at 6%; with 50% employer match about $1,211,050 at 4% or $807,367 at 6%; with 100% employer match about $908,288 at 4% or $605,525 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 8 | $1,294,117 | $581,304 | $72,663iApproximate average salary by contribution assumption: employee only about $1,816,575 at 4% or $1,211,050 at 6%; with 50% employer match about $1,211,050 at 4% or $807,367 at 6%; with 100% employer match about $908,288 at 4% or $605,525 at 6%. |
| 2019 | 1 | 5 | $530,808 | $133,567 | $26,713iApproximate average salary by contribution assumption: employee only about $667,835 at 4% or $445,223 at 6%; with 50% employer match about $445,223 at 4% or $296,816 at 6%; with 100% employer match about $333,918 at 4% or $222,612 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 5 | $530,808 | $133,567 | $26,713iApproximate average salary by contribution assumption: employee only about $667,835 at 4% or $445,223 at 6%; with 50% employer match about $445,223 at 4% or $296,816 at 6%; with 100% employer match about $333,918 at 4% or $222,612 at 6%. |
| 2018 | 1 | 5 | $331,576 | $128,321 | $25,664iApproximate average salary by contribution assumption: employee only about $641,605 at 4% or $427,737 at 6%; with 50% employer match about $427,737 at 4% or $285,158 at 6%; with 100% employer match about $320,803 at 4% or $213,868 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 5 | $331,576 | $128,321 | $25,664iApproximate average salary by contribution assumption: employee only about $641,605 at 4% or $427,737 at 6%; with 50% employer match about $427,737 at 4% or $285,158 at 6%; with 100% employer match about $320,803 at 4% or $213,868 at 6%. |
| 2017 | 1 | 5 | $222,425 | $66,948 | $13,390iApproximate average salary by contribution assumption: employee only about $334,740 at 4% or $223,160 at 6%; with 50% employer match about $223,160 at 4% or $148,773 at 6%; with 100% employer match about $167,370 at 4% or $111,580 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 5 | $222,425 | $66,948 | $13,390iApproximate average salary by contribution assumption: employee only about $334,740 at 4% or $223,160 at 6%; with 50% employer match about $223,160 at 4% or $148,773 at 6%; with 100% employer match about $167,370 at 4% or $111,580 at 6%. |
| 2016 | 1 | 4 | $126,256 | $62,754 | $15,689iApproximate average salary by contribution assumption: employee only about $392,213 at 4% or $261,475 at 6%; with 50% employer match about $261,475 at 4% or $174,317 at 6%; with 100% employer match about $196,106 at 4% or $130,738 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 4 | $126,256 | $62,754 | $15,689iApproximate average salary by contribution assumption: employee only about $392,213 at 4% or $261,475 at 6%; with 50% employer match about $261,475 at 4% or $174,317 at 6%; with 100% employer match about $196,106 at 4% or $130,738 at 6%. |
| 2015 | 1 | 3 | $55,601 | $56,511 | $18,837iApproximate average salary by contribution assumption: employee only about $470,925 at 4% or $313,950 at 6%; with 50% employer match about $313,950 at 4% or $209,300 at 6%; with 100% employer match about $235,463 at 4% or $156,975 at 6%. |
| Saxon Financial Group 401(K) Plan | - | 3 | $55,601 | $56,511 | $18,837iApproximate average salary by contribution assumption: employee only about $470,925 at 4% or $313,950 at 6%; with 50% employer match about $313,950 at 4% or $209,300 at 6%; with 100% employer match about $235,463 at 4% or $156,975 at 6%. |