James Fox Enterprises Ltd.
Plan context: James Fox Retirement Plan
EIN 86-0342977 • 9 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$1,515,561
2008 Contributions
$85,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| James Fox Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 3 | $1,515,561 | $0 | - |
| James Fox Retirement Plan | - | 3 | $1,515,561 | - | - |
| 2005 | 1 | 3 | $1,343,671 | $85,000 | $28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%. |
| James Fox Retirement Plan | - | 3 | $1,343,671 | $85,000 | $28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%. |
| 2004 | 1 | 1 | $1,167,060 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| James Fox Retirement Plan | - | 1 | $1,167,060 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2003 | 1 | 1 | $983,081 | $101,651 | $101,651iApproximate average salary by contribution assumption: employee only about $2,541,275 at 4% or $1,694,183 at 6%; with 50% employer match about $1,694,183 at 4% or $1,129,456 at 6%; with 100% employer match about $1,270,638 at 4% or $847,092 at 6%. |
| James Fox Retirement Plan | - | 1 | $983,081 | $101,651 | $101,651iApproximate average salary by contribution assumption: employee only about $2,541,275 at 4% or $1,694,183 at 6%; with 50% employer match about $1,694,183 at 4% or $1,129,456 at 6%; with 100% employer match about $1,270,638 at 4% or $847,092 at 6%. |
| 2002 | 1 | 1 | $717,807 | $100,890 | $100,890iApproximate average salary by contribution assumption: employee only about $2,522,250 at 4% or $1,681,500 at 6%; with 50% employer match about $1,681,500 at 4% or $1,121,000 at 6%; with 100% employer match about $1,261,125 at 4% or $840,750 at 6%. |
| James Fox Retirement Plan | - | 1 | $717,807 | $100,890 | $100,890iApproximate average salary by contribution assumption: employee only about $2,522,250 at 4% or $1,681,500 at 6%; with 50% employer match about $1,681,500 at 4% or $1,121,000 at 6%; with 100% employer match about $1,261,125 at 4% or $840,750 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| James Fox Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $635,887 | $114,186 | $57,093iApproximate average salary by contribution assumption: employee only about $1,427,325 at 4% or $951,550 at 6%; with 50% employer match about $951,550 at 4% or $634,367 at 6%; with 100% employer match about $713,663 at 4% or $475,775 at 6%. |
| James Fox Retirement Plan | - | 2 | $635,887 | $114,186 | $57,093iApproximate average salary by contribution assumption: employee only about $1,427,325 at 4% or $951,550 at 6%; with 50% employer match about $951,550 at 4% or $634,367 at 6%; with 100% employer match about $713,663 at 4% or $475,775 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Amended & Restated James Fox Enterprises Ltd. Profit Sharing Plan | - | 0 | - | - | - |