Saxe Pinkston Financial Group
Plan context: SAXE PINKSTON RETIREMENT SAVINGS PLAN
EIN 92-1085278 • Evansville, IN • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$4,173,367
2025 Contributions
$202,132
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $4,173,367 | $202,132 | $28,876iApproximate average salary by contribution assumption: employee only about $721,900 at 4% or $481,267 at 6%; with 50% employer match about $481,267 at 4% or $320,844 at 6%; with 100% employer match about $360,950 at 4% or $240,633 at 6%. |
| SAXE PINKSTON RETIREMENT SAVINGS PLAN | - | 7 | $4,173,367 | $202,132 | $28,876iApproximate average salary by contribution assumption: employee only about $721,900 at 4% or $481,267 at 6%; with 50% employer match about $481,267 at 4% or $320,844 at 6%; with 100% employer match about $360,950 at 4% or $240,633 at 6%. |
| 2024 | 2 | 7 | $3,554,197 | $352,546 | $50,364iApproximate average salary by contribution assumption: employee only about $1,259,093 at 4% or $839,395 at 6%; with 50% employer match about $839,395 at 4% or $559,597 at 6%; with 100% employer match about $629,546 at 4% or $419,698 at 6%. |
| SAXE PINKSTON RETIREMENT SAVINGS PLAN | - | 7 | $3,444,327 | $242,676 | $34,668iApproximate average salary by contribution assumption: employee only about $866,700 at 4% or $577,800 at 6%; with 50% employer match about $577,800 at 4% or $385,200 at 6%; with 100% employer match about $433,350 at 4% or $288,900 at 6%. |
| Saxe Pinkston Cash Balance Plan | - | 7 | $109,870 | $109,870 | $15,696iApproximate average salary by contribution assumption: employee only about $392,393 at 4% or $261,595 at 6%; with 50% employer match about $261,595 at 4% or $174,397 at 6%; with 100% employer match about $196,196 at 4% or $130,798 at 6%. |
| 2023 | 1 | 7 | $2,743,841 | $2,423,425 | $346,204iApproximate average salary by contribution assumption: employee only about $8,655,089 at 4% or $5,770,060 at 6%; with 50% employer match about $5,770,060 at 4% or $3,846,706 at 6%; with 100% employer match about $4,327,545 at 4% or $2,885,030 at 6%. |
| SAXE PINKSTON RETIREMENT SAVINGS PLAN | - | 7 | $2,743,841 | $2,423,425 | $346,204iApproximate average salary by contribution assumption: employee only about $8,655,089 at 4% or $5,770,060 at 6%; with 50% employer match about $5,770,060 at 4% or $3,846,706 at 6%; with 100% employer match about $4,327,545 at 4% or $2,885,030 at 6%. |