Civic Intelligence

James W. Foxe, M.D. and William J.M. Roach, M.D.

Plan context: Foxe & Roach 401(K) Plan

EIN 77-0526097 • Visalia, CA • 19 filings • 2 plans

4046 S. Demaree St.Visalia, CA 93277-9476
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$2,891,143

2018 Contributions

$34,580

Historical Graphs

Total Assets Over Time

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

$3,106,060$1,553,030$0200020092018YearValue
$2,891,143Latest year 2018

Participants Over Time

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

950200020092018YearValue
8Latest year 2018

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
201818$2,891,143$34,580$4,323iApproximate average salary by contribution assumption: employee only about $108,063 at 4% or $72,042 at 6%; with 50% employer match about $72,042 at 4% or $48,028 at 6%; with 100% employer match about $54,031 at 4% or $36,021 at 6%.
Foxe & Roach 401(K) Plan-8$2,891,143$34,580$4,323iApproximate average salary by contribution assumption: employee only about $108,063 at 4% or $72,042 at 6%; with 50% employer match about $72,042 at 4% or $48,028 at 6%; with 100% employer match about $54,031 at 4% or $36,021 at 6%.
201717$3,106,060$53,889$7,698iApproximate average salary by contribution assumption: employee only about $192,461 at 4% or $128,307 at 6%; with 50% employer match about $128,307 at 4% or $85,538 at 6%; with 100% employer match about $96,230 at 4% or $64,154 at 6%.
Foxe & Roach 401(K) Plan-7$3,106,060$53,889$7,698iApproximate average salary by contribution assumption: employee only about $192,461 at 4% or $128,307 at 6%; with 50% employer match about $128,307 at 4% or $85,538 at 6%; with 100% employer match about $96,230 at 4% or $64,154 at 6%.
201617$2,712,906$134,419$19,203iApproximate average salary by contribution assumption: employee only about $480,068 at 4% or $320,045 at 6%; with 50% employer match about $320,045 at 4% or $213,363 at 6%; with 100% employer match about $240,034 at 4% or $160,023 at 6%.
Foxe & Roach 401(K) Plan-7$2,712,906$134,419$19,203iApproximate average salary by contribution assumption: employee only about $480,068 at 4% or $320,045 at 6%; with 50% employer match about $320,045 at 4% or $213,363 at 6%; with 100% employer match about $240,034 at 4% or $160,023 at 6%.
201517$2,490,583$133,224$19,032iApproximate average salary by contribution assumption: employee only about $475,800 at 4% or $317,200 at 6%; with 50% employer match about $317,200 at 4% or $211,467 at 6%; with 100% employer match about $237,900 at 4% or $158,600 at 6%.
Foxe & Roach 401(K) Plan-7$2,490,583$133,224$19,032iApproximate average salary by contribution assumption: employee only about $475,800 at 4% or $317,200 at 6%; with 50% employer match about $317,200 at 4% or $211,467 at 6%; with 100% employer match about $237,900 at 4% or $158,600 at 6%.
201417$2,497,805$128,486$18,355iApproximate average salary by contribution assumption: employee only about $458,879 at 4% or $305,919 at 6%; with 50% employer match about $305,919 at 4% or $203,946 at 6%; with 100% employer match about $229,439 at 4% or $152,960 at 6%.
Foxe & Roach 401(K) Plan-7$2,497,805$128,486$18,355iApproximate average salary by contribution assumption: employee only about $458,879 at 4% or $305,919 at 6%; with 50% employer match about $305,919 at 4% or $203,946 at 6%; with 100% employer match about $229,439 at 4% or $152,960 at 6%.
201317$2,246,720$124,808$17,830iApproximate average salary by contribution assumption: employee only about $445,743 at 4% or $297,162 at 6%; with 50% employer match about $297,162 at 4% or $198,108 at 6%; with 100% employer match about $222,871 at 4% or $148,581 at 6%.
Foxe & Roach 401(K) Plan-7$2,246,720$124,808$17,830iApproximate average salary by contribution assumption: employee only about $445,743 at 4% or $297,162 at 6%; with 50% employer match about $297,162 at 4% or $198,108 at 6%; with 100% employer match about $222,871 at 4% or $148,581 at 6%.
201217$2,309,869$92,210$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%.
Foxe & Roach 401(K) Plan-7$2,309,869$92,210$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%.
201117$2,055,592$118,418$16,917iApproximate average salary by contribution assumption: employee only about $422,921 at 4% or $281,948 at 6%; with 50% employer match about $281,948 at 4% or $187,965 at 6%; with 100% employer match about $211,461 at 4% or $140,974 at 6%.
Foxe & Roach 401(K) Plan-7$2,055,592$118,418$16,917iApproximate average salary by contribution assumption: employee only about $422,921 at 4% or $281,948 at 6%; with 50% employer match about $281,948 at 4% or $187,965 at 6%; with 100% employer match about $211,461 at 4% or $140,974 at 6%.
201017$1,977,320$123,088$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
Foxe & Roach 401(K) Plan-7$1,977,320$123,088$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
200916$1,817,958$121,316$20,219iApproximate average salary by contribution assumption: employee only about $505,483 at 4% or $336,989 at 6%; with 50% employer match about $336,989 at 4% or $224,659 at 6%; with 100% employer match about $252,742 at 4% or $168,494 at 6%.
Foxe & Roach 401(K) Plan-6$1,817,958$121,316$20,219iApproximate average salary by contribution assumption: employee only about $505,483 at 4% or $336,989 at 6%; with 50% employer match about $336,989 at 4% or $224,659 at 6%; with 100% employer match about $252,742 at 4% or $168,494 at 6%.
200816$1,368,043$115,404$19,234iApproximate average salary by contribution assumption: employee only about $480,850 at 4% or $320,567 at 6%; with 50% employer match about $320,567 at 4% or $213,711 at 6%; with 100% employer match about $240,425 at 4% or $160,283 at 6%.
Foxe & Roach 401(K) Plan-6$1,368,043$115,404$19,234iApproximate average salary by contribution assumption: employee only about $480,850 at 4% or $320,567 at 6%; with 50% employer match about $320,567 at 4% or $213,711 at 6%; with 100% employer match about $240,425 at 4% or $160,283 at 6%.
200716$1,762,799$107,279$17,880iApproximate average salary by contribution assumption: employee only about $446,996 at 4% or $297,997 at 6%; with 50% employer match about $297,997 at 4% or $198,665 at 6%; with 100% employer match about $223,498 at 4% or $148,999 at 6%.
Foxe & Roach 401(K) Plan-6$1,762,799$107,279$17,880iApproximate average salary by contribution assumption: employee only about $446,996 at 4% or $297,997 at 6%; with 50% employer match about $297,997 at 4% or $198,665 at 6%; with 100% employer match about $223,498 at 4% or $148,999 at 6%.
200616$1,500,437$105,421$17,570iApproximate average salary by contribution assumption: employee only about $439,254 at 4% or $292,836 at 6%; with 50% employer match about $292,836 at 4% or $195,224 at 6%; with 100% employer match about $219,627 at 4% or $146,418 at 6%.
Foxe & Roach 401(K) Plan-6$1,500,437$105,421$17,570iApproximate average salary by contribution assumption: employee only about $439,254 at 4% or $292,836 at 6%; with 50% employer match about $292,836 at 4% or $195,224 at 6%; with 100% employer match about $219,627 at 4% or $146,418 at 6%.
200517$1,202,158$100,887$14,412iApproximate average salary by contribution assumption: employee only about $360,311 at 4% or $240,207 at 6%; with 50% employer match about $240,207 at 4% or $160,138 at 6%; with 100% employer match about $180,155 at 4% or $120,104 at 6%.
Foxe & Roach 401(K) Plan-7$1,202,158$100,887$14,412iApproximate average salary by contribution assumption: employee only about $360,311 at 4% or $240,207 at 6%; with 50% employer match about $240,207 at 4% or $160,138 at 6%; with 100% employer match about $180,155 at 4% or $120,104 at 6%.
200417$1,017,893$96,910$13,844iApproximate average salary by contribution assumption: employee only about $346,107 at 4% or $230,738 at 6%; with 50% employer match about $230,738 at 4% or $153,825 at 6%; with 100% employer match about $173,054 at 4% or $115,369 at 6%.
Foxe & Roach 401(K) Plan-7$1,017,893$96,910$13,844iApproximate average salary by contribution assumption: employee only about $346,107 at 4% or $230,738 at 6%; with 50% employer match about $230,738 at 4% or $153,825 at 6%; with 100% employer match about $173,054 at 4% or $115,369 at 6%.
200319$843,175$61,356$6,817iApproximate average salary by contribution assumption: employee only about $170,433 at 4% or $113,622 at 6%; with 50% employer match about $113,622 at 4% or $75,748 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
Foxe & Roach 401(K) Plan-9$843,175$61,356$6,817iApproximate average salary by contribution assumption: employee only about $170,433 at 4% or $113,622 at 6%; with 50% employer match about $113,622 at 4% or $75,748 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
200219$654,473$63,376$7,042iApproximate average salary by contribution assumption: employee only about $176,044 at 4% or $117,363 at 6%; with 50% employer match about $117,363 at 4% or $78,242 at 6%; with 100% employer match about $88,022 at 4% or $58,681 at 6%.
Foxe & Roach 401(K) Plan-9$654,473$63,376$7,042iApproximate average salary by contribution assumption: employee only about $176,044 at 4% or $117,363 at 6%; with 50% employer match about $117,363 at 4% or $78,242 at 6%; with 100% employer match about $88,022 at 4% or $58,681 at 6%.
200118$648,121$628,147$78,518iApproximate average salary by contribution assumption: employee only about $1,962,959 at 4% or $1,308,640 at 6%; with 50% employer match about $1,308,640 at 4% or $872,426 at 6%; with 100% employer match about $981,480 at 4% or $654,320 at 6%.
Foxe & Roach 401(K) Plan-8$648,121$628,147$78,518iApproximate average salary by contribution assumption: employee only about $1,962,959 at 4% or $1,308,640 at 6%; with 50% employer match about $1,308,640 at 4% or $872,426 at 6%; with 100% employer match about $981,480 at 4% or $654,320 at 6%.
200019$37,235$37,296$4,144iApproximate average salary by contribution assumption: employee only about $103,600 at 4% or $69,067 at 6%; with 50% employer match about $69,067 at 4% or $46,044 at 6%; with 100% employer match about $51,800 at 4% or $34,533 at 6%.
Foxe & Roach 401(K) Plan-9$37,235$37,296$4,144iApproximate average salary by contribution assumption: employee only about $103,600 at 4% or $69,067 at 6%; with 50% employer match about $69,067 at 4% or $46,044 at 6%; with 100% employer match about $51,800 at 4% or $34,533 at 6%.