Civic Intelligence

Skeels and Fox Wealth Management LLC

Plan context: Skeels and Fox Wealth Management LLC Cash Balance Plan

EIN 82-2860678 • Oxnard, CA • 16 filings • 3 plans

300 E Esplanadedr. #1800Oxnard, CA 93036
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,464,019

2025 Contributions

$694,000

Historical Graphs

Total Assets Over Time

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

$8,225,168$4,112,584$0201720212025YearValue
$5,464,019Latest year 2025

Participants Over Time

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

740201720212025YearValue
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$5,464,019$694,000$115,667iApproximate average salary by contribution assumption: employee only about $2,891,667 at 4% or $1,927,778 at 6%; with 50% employer match about $1,927,778 at 4% or $1,285,185 at 6%; with 100% employer match about $1,445,833 at 4% or $963,889 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$5,464,019$694,000$115,667iApproximate average salary by contribution assumption: employee only about $2,891,667 at 4% or $1,927,778 at 6%; with 50% employer match about $1,927,778 at 4% or $1,285,185 at 6%; with 100% employer match about $1,445,833 at 4% or $963,889 at 6%.
202427$8,225,168$875,153$125,022iApproximate average salary by contribution assumption: employee only about $3,125,546 at 4% or $2,083,698 at 6%; with 50% employer match about $2,083,698 at 4% or $1,389,132 at 6%; with 100% employer match about $1,562,773 at 4% or $1,041,849 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$4,580,621$694,000$115,667iApproximate average salary by contribution assumption: employee only about $2,891,667 at 4% or $1,927,778 at 6%; with 50% employer match about $1,927,778 at 4% or $1,285,185 at 6%; with 100% employer match about $1,445,833 at 4% or $963,889 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-7$3,644,547$181,153$25,879iApproximate average salary by contribution assumption: employee only about $646,975 at 4% or $431,317 at 6%; with 50% employer match about $431,317 at 4% or $287,544 at 6%; with 100% employer match about $323,488 at 4% or $215,658 at 6%.
202326$6,376,705$867,964$144,661iApproximate average salary by contribution assumption: employee only about $3,616,517 at 4% or $2,411,011 at 6%; with 50% employer match about $2,411,011 at 4% or $1,607,341 at 6%; with 100% employer match about $1,808,258 at 4% or $1,205,506 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$3,435,855$694,000$115,667iApproximate average salary by contribution assumption: employee only about $2,891,667 at 4% or $1,927,778 at 6%; with 50% employer match about $1,927,778 at 4% or $1,285,185 at 6%; with 100% employer match about $1,445,833 at 4% or $963,889 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$2,940,850$173,964$28,994iApproximate average salary by contribution assumption: employee only about $724,850 at 4% or $483,233 at 6%; with 50% employer match about $483,233 at 4% or $322,156 at 6%; with 100% employer match about $362,425 at 4% or $241,617 at 6%.
202226$4,656,203$678,547$113,091iApproximate average salary by contribution assumption: employee only about $2,827,279 at 4% or $1,884,853 at 6%; with 50% employer match about $1,884,853 at 4% or $1,256,569 at 6%; with 100% employer match about $1,413,640 at 4% or $942,426 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$2,352,189$520,102$86,684iApproximate average salary by contribution assumption: employee only about $2,167,092 at 4% or $1,444,728 at 6%; with 50% employer match about $1,444,728 at 4% or $963,152 at 6%; with 100% employer match about $1,083,546 at 4% or $722,364 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$2,304,014$158,445$26,408iApproximate average salary by contribution assumption: employee only about $660,188 at 4% or $440,125 at 6%; with 50% employer match about $440,125 at 4% or $293,417 at 6%; with 100% employer match about $330,094 at 4% or $220,063 at 6%.
202126$4,775,196$576,463$96,077iApproximate average salary by contribution assumption: employee only about $2,401,929 at 4% or $1,601,286 at 6%; with 50% employer match about $1,601,286 at 4% or $1,067,524 at 6%; with 100% employer match about $1,200,965 at 4% or $800,643 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$2,585,407$156,361$26,060iApproximate average salary by contribution assumption: employee only about $651,504 at 4% or $434,336 at 6%; with 50% employer match about $434,336 at 4% or $289,557 at 6%; with 100% employer match about $325,752 at 4% or $217,168 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$2,189,789$420,102$70,017iApproximate average salary by contribution assumption: employee only about $1,750,425 at 4% or $1,166,950 at 6%; with 50% employer match about $1,166,950 at 4% or $777,967 at 6%; with 100% employer match about $875,213 at 4% or $583,475 at 6%.
202026$3,539,985$565,810$94,302iApproximate average salary by contribution assumption: employee only about $2,357,542 at 4% or $1,571,694 at 6%; with 50% employer match about $1,571,694 at 4% or $1,047,796 at 6%; with 100% employer match about $1,178,771 at 4% or $785,847 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$2,014,670$145,708$24,285iApproximate average salary by contribution assumption: employee only about $607,117 at 4% or $404,744 at 6%; with 50% employer match about $404,744 at 4% or $269,830 at 6%; with 100% employer match about $303,558 at 4% or $202,372 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$1,525,315$420,102$70,017iApproximate average salary by contribution assumption: employee only about $1,750,425 at 4% or $1,166,950 at 6%; with 50% employer match about $1,166,950 at 4% or $777,967 at 6%; with 100% employer match about $875,213 at 4% or $583,475 at 6%.
201926$2,497,247$899,766$149,961iApproximate average salary by contribution assumption: employee only about $3,749,025 at 4% or $2,499,350 at 6%; with 50% employer match about $2,499,350 at 4% or $1,666,233 at 6%; with 100% employer match about $1,874,513 at 4% or $1,249,675 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$1,562,507$478,414$79,736iApproximate average salary by contribution assumption: employee only about $1,993,392 at 4% or $1,328,928 at 6%; with 50% employer match about $1,328,928 at 4% or $885,952 at 6%; with 100% employer match about $996,696 at 4% or $664,464 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$934,740$421,352$70,225iApproximate average salary by contribution assumption: employee only about $1,755,633 at 4% or $1,170,422 at 6%; with 50% employer match about $1,170,422 at 4% or $780,281 at 6%; with 100% employer match about $877,817 at 4% or $585,211 at 6%.
201826$1,291,845$538,303$89,717iApproximate average salary by contribution assumption: employee only about $2,242,929 at 4% or $1,495,286 at 6%; with 50% employer match about $1,495,286 at 4% or $996,857 at 6%; with 100% employer match about $1,121,465 at 4% or $747,643 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-6$838,223$84,695$14,116iApproximate average salary by contribution assumption: employee only about $352,896 at 4% or $235,264 at 6%; with 50% employer match about $235,264 at 4% or $156,843 at 6%; with 100% employer match about $176,448 at 4% or $117,632 at 6%.
Skeels and Fox Wealth Management LLC Cash Balance Plan-6$453,622$453,608$75,601iApproximate average salary by contribution assumption: employee only about $1,890,033 at 4% or $1,260,022 at 6%; with 50% employer match about $1,260,022 at 4% or $840,015 at 6%; with 100% employer match about $945,017 at 4% or $630,011 at 6%.
201713$803,061$793,876$264,625iApproximate average salary by contribution assumption: employee only about $6,615,633 at 4% or $4,410,422 at 6%; with 50% employer match about $4,410,422 at 4% or $2,940,281 at 6%; with 100% employer match about $3,307,817 at 4% or $2,205,211 at 6%.
Skeels and Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust-3$803,061$793,876$264,625iApproximate average salary by contribution assumption: employee only about $6,615,633 at 4% or $4,410,422 at 6%; with 50% employer match about $4,410,422 at 4% or $2,940,281 at 6%; with 100% employer match about $3,307,817 at 4% or $2,205,211 at 6%.