Civic Intelligence

Fundx Investment Group LLC

Plan context: Fundx Investment Group 401(K) Plan

EIN 94-3271777 • San Francisco, CA • 32 filings • 5 plans

235 Montgomery St. Ste. 1049San Francisco, CA 94104-3008
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$72,508

2024 Contributions

$43,937

Historical Graphs

Total Assets Over Time

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

$11,004,424$5,502,212$0199920132024YearValue
$72,508Latest year 2024

Participants Over Time

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

21110199920122024YearValue
9Latest year 2024

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
202419$72,508$0-
Fundx Investment Group 401(K) Plan-9$72,508$0-
202319$68,331$0-
Fundx Investment Group 401(K) Plan-9$68,331--
2022212$3,460,282$43,937$3,661iApproximate average salary by contribution assumption: employee only about $91,535 at 4% or $61,024 at 6%; with 50% employer match about $61,024 at 4% or $40,682 at 6%; with 100% employer match about $45,768 at 4% or $30,512 at 6%.
Fundx Investment Group 401(K) Plan-12$3,460,282$43,937$3,661iApproximate average salary by contribution assumption: employee only about $91,535 at 4% or $61,024 at 6%; with 50% employer match about $61,024 at 4% or $40,682 at 6%; with 100% employer match about $45,768 at 4% or $30,512 at 6%.
FUNDX INVESTMENT GROUP CASH BALANCE PLAN-0$0--
2021217$11,004,424$348,038$20,473iApproximate average salary by contribution assumption: employee only about $511,821 at 4% or $341,214 at 6%; with 50% employer match about $341,214 at 4% or $227,476 at 6%; with 100% employer match about $255,910 at 4% or $170,607 at 6%.
Fundx Investment Group 401(K) Plan-17$10,996,217$322,221$18,954iApproximate average salary by contribution assumption: employee only about $473,854 at 4% or $315,903 at 6%; with 50% employer match about $315,903 at 4% or $210,602 at 6%; with 100% employer match about $236,927 at 4% or $157,951 at 6%.
FUNDX INVESTMENT GROUP CASH BALANCE PLAN-2$8,207$25,817$12,909iApproximate average salary by contribution assumption: employee only about $322,713 at 4% or $215,142 at 6%; with 50% employer match about $215,142 at 4% or $143,428 at 6%; with 100% employer match about $161,356 at 4% or $107,571 at 6%.
2020219$10,942,164$672,408$35,390iApproximate average salary by contribution assumption: employee only about $884,747 at 4% or $589,832 at 6%; with 50% employer match about $589,832 at 4% or $393,221 at 6%; with 100% employer match about $442,374 at 4% or $294,916 at 6%.
Fundx Investment Group 401(K) Plan-19$9,973,043$326,398$17,179iApproximate average salary by contribution assumption: employee only about $429,471 at 4% or $286,314 at 6%; with 50% employer match about $286,314 at 4% or $190,876 at 6%; with 100% employer match about $214,736 at 4% or $143,157 at 6%.
FUNDX INVESTMENT GROUP CASH BALANCE PLAN-17$969,121$346,010$20,354iApproximate average salary by contribution assumption: employee only about $508,838 at 4% or $339,225 at 6%; with 50% employer match about $339,225 at 4% or $226,150 at 6%; with 100% employer match about $254,419 at 4% or $169,613 at 6%.
2019219$8,701,302$637,586$33,557iApproximate average salary by contribution assumption: employee only about $838,929 at 4% or $559,286 at 6%; with 50% employer match about $559,286 at 4% or $372,857 at 6%; with 100% employer match about $419,464 at 4% or $279,643 at 6%.
Fundx Investment Group 401(K) Plan-19$8,052,433$290,354$15,282iApproximate average salary by contribution assumption: employee only about $382,045 at 4% or $254,696 at 6%; with 50% employer match about $254,696 at 4% or $169,798 at 6%; with 100% employer match about $191,022 at 4% or $127,348 at 6%.
FUNDX INVESTMENT GROUP CASH BALANCE PLAN-16$648,869$347,232$21,702iApproximate average salary by contribution assumption: employee only about $542,550 at 4% or $361,700 at 6%; with 50% employer match about $361,700 at 4% or $241,133 at 6%; with 100% employer match about $271,275 at 4% or $180,850 at 6%.
2018221$7,320,324$778,593$37,076iApproximate average salary by contribution assumption: employee only about $926,896 at 4% or $617,931 at 6%; with 50% employer match about $617,931 at 4% or $411,954 at 6%; with 100% employer match about $463,448 at 4% or $308,965 at 6%.
Fundx Investment Group 401(K) Plan-21$6,969,352$427,621$20,363iApproximate average salary by contribution assumption: employee only about $509,073 at 4% or $339,382 at 6%; with 50% employer match about $339,382 at 4% or $226,254 at 6%; with 100% employer match about $254,536 at 4% or $169,691 at 6%.
FUNDX INVESTMENT GROUP CASH BALANCE PLAN-16$350,972$350,972$21,936iApproximate average salary by contribution assumption: employee only about $548,394 at 4% or $365,596 at 6%; with 50% employer match about $365,596 at 4% or $243,731 at 6%; with 100% employer match about $274,197 at 4% or $182,798 at 6%.
2017121$7,152,760$385,056$18,336iApproximate average salary by contribution assumption: employee only about $458,400 at 4% or $305,600 at 6%; with 50% employer match about $305,600 at 4% or $203,733 at 6%; with 100% employer match about $229,200 at 4% or $152,800 at 6%.
Fundx Investment Group 401(K) Plan-21$7,152,760$385,056$18,336iApproximate average salary by contribution assumption: employee only about $458,400 at 4% or $305,600 at 6%; with 50% employer match about $305,600 at 4% or $203,733 at 6%; with 100% employer match about $229,200 at 4% or $152,800 at 6%.
2016119$5,989,166$262,393$13,810iApproximate average salary by contribution assumption: employee only about $345,254 at 4% or $230,169 at 6%; with 50% employer match about $230,169 at 4% or $153,446 at 6%; with 100% employer match about $172,627 at 4% or $115,085 at 6%.
Fundx Investment Group 401(K) Plan-19$5,989,166$262,393$13,810iApproximate average salary by contribution assumption: employee only about $345,254 at 4% or $230,169 at 6%; with 50% employer match about $230,169 at 4% or $153,446 at 6%; with 100% employer match about $172,627 at 4% or $115,085 at 6%.
2015118$5,521,675$283,127$15,729iApproximate average salary by contribution assumption: employee only about $393,232 at 4% or $262,155 at 6%; with 50% employer match about $262,155 at 4% or $174,770 at 6%; with 100% employer match about $196,616 at 4% or $131,077 at 6%.
Fundx Investment Group 401(K) Plan-18$5,521,675$283,127$15,729iApproximate average salary by contribution assumption: employee only about $393,232 at 4% or $262,155 at 6%; with 50% employer match about $262,155 at 4% or $174,770 at 6%; with 100% employer match about $196,616 at 4% or $131,077 at 6%.
2014120$5,850,119$269,805$13,490iApproximate average salary by contribution assumption: employee only about $337,256 at 4% or $224,838 at 6%; with 50% employer match about $224,838 at 4% or $149,892 at 6%; with 100% employer match about $168,628 at 4% or $112,419 at 6%.
Fundx Investment Group 401(K) Plan-20$5,850,119$269,805$13,490iApproximate average salary by contribution assumption: employee only about $337,256 at 4% or $224,838 at 6%; with 50% employer match about $224,838 at 4% or $149,892 at 6%; with 100% employer match about $168,628 at 4% or $112,419 at 6%.
2013120$5,420,688$245,648$12,282iApproximate average salary by contribution assumption: employee only about $307,060 at 4% or $204,707 at 6%; with 50% employer match about $204,707 at 4% or $136,471 at 6%; with 100% employer match about $153,530 at 4% or $102,353 at 6%.
Fundx Investment Group 401(K) Plan-20$5,420,688$245,648$12,282iApproximate average salary by contribution assumption: employee only about $307,060 at 4% or $204,707 at 6%; with 50% employer match about $204,707 at 4% or $136,471 at 6%; with 100% employer match about $153,530 at 4% or $102,353 at 6%.
2012121$4,403,487$294,824$14,039iApproximate average salary by contribution assumption: employee only about $350,981 at 4% or $233,987 at 6%; with 50% employer match about $233,987 at 4% or $155,992 at 6%; with 100% employer match about $175,490 at 4% or $116,994 at 6%.
Fundx Investment Group 401(K) Plan-21$4,403,487$294,824$14,039iApproximate average salary by contribution assumption: employee only about $350,981 at 4% or $233,987 at 6%; with 50% employer match about $233,987 at 4% or $155,992 at 6%; with 100% employer match about $175,490 at 4% or $116,994 at 6%.
2011119$3,864,131$309,590$16,294iApproximate average salary by contribution assumption: employee only about $407,355 at 4% or $271,570 at 6%; with 50% employer match about $271,570 at 4% or $181,047 at 6%; with 100% employer match about $203,678 at 4% or $135,785 at 6%.
Fundx Investment Group 401(K) Plan-19$3,864,131$309,590$16,294iApproximate average salary by contribution assumption: employee only about $407,355 at 4% or $271,570 at 6%; with 50% employer match about $271,570 at 4% or $181,047 at 6%; with 100% employer match about $203,678 at 4% or $135,785 at 6%.
2010120$3,909,588$317,541$15,877iApproximate average salary by contribution assumption: employee only about $396,926 at 4% or $264,618 at 6%; with 50% employer match about $264,618 at 4% or $176,412 at 6%; with 100% employer match about $198,463 at 4% or $132,309 at 6%.
Fundx Investment Group 401(K) Plan-20$3,909,588$317,541$15,877iApproximate average salary by contribution assumption: employee only about $396,926 at 4% or $264,618 at 6%; with 50% employer match about $264,618 at 4% or $176,412 at 6%; with 100% employer match about $198,463 at 4% or $132,309 at 6%.
2009121$3,320,829$327,237$15,583iApproximate average salary by contribution assumption: employee only about $389,568 at 4% or $259,712 at 6%; with 50% employer match about $259,712 at 4% or $173,141 at 6%; with 100% employer match about $194,784 at 4% or $129,856 at 6%.
Fundx Investment Group 401(K) Plan-21$3,320,829$327,237$15,583iApproximate average salary by contribution assumption: employee only about $389,568 at 4% or $259,712 at 6%; with 50% employer match about $259,712 at 4% or $173,141 at 6%; with 100% employer match about $194,784 at 4% or $129,856 at 6%.
2007118$3,787,818$315,624$17,535iApproximate average salary by contribution assumption: employee only about $438,367 at 4% or $292,244 at 6%; with 50% employer match about $292,244 at 4% or $194,830 at 6%; with 100% employer match about $219,183 at 4% or $146,122 at 6%.
Fundx Investment Group 401(K) Plan-18$3,787,818$315,624$17,535iApproximate average salary by contribution assumption: employee only about $438,367 at 4% or $292,244 at 6%; with 50% employer match about $292,244 at 4% or $194,830 at 6%; with 100% employer match about $219,183 at 4% or $146,122 at 6%.
2006119$3,104,975$275,322$14,491iApproximate average salary by contribution assumption: employee only about $362,266 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,007 at 6%; with 100% employer match about $181,133 at 4% or $120,755 at 6%.
Fundx Investment Group 401(K) Plan-19$3,104,975$275,322$14,491iApproximate average salary by contribution assumption: employee only about $362,266 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,007 at 6%; with 100% employer match about $181,133 at 4% or $120,755 at 6%.
2005216$2,467,251$307,990$19,249iApproximate average salary by contribution assumption: employee only about $481,234 at 4% or $320,823 at 6%; with 50% employer match about $320,823 at 4% or $213,882 at 6%; with 100% employer match about $240,617 at 4% or $160,411 at 6%.
Fundx Investment Group 401(K) Plan-16$2,467,251$212,458$13,279iApproximate average salary by contribution assumption: employee only about $331,966 at 4% or $221,310 at 6%; with 50% employer match about $221,310 at 4% or $147,540 at 6%; with 100% employer match about $165,983 at 4% or $110,655 at 6%.
FLEXIBLE SPENDING ARRANGEMENT-7-$95,532$13,647iApproximate average salary by contribution assumption: employee only about $341,186 at 4% or $227,457 at 6%; with 50% employer match about $227,457 at 4% or $151,638 at 6%; with 100% employer match about $170,593 at 4% or $113,729 at 6%.
2004218$1,983,214$194,462$10,803iApproximate average salary by contribution assumption: employee only about $270,086 at 4% or $180,057 at 6%; with 50% employer match about $180,057 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,029 at 6%.
Fundx Investment Group 401(K) Plan-18$1,983,214$188,335$10,463iApproximate average salary by contribution assumption: employee only about $261,576 at 4% or $174,384 at 6%; with 50% employer match about $174,384 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
FLEXIBLE SPENDING ARRANGEMENT-6-$6,127$1,021iApproximate average salary by contribution assumption: employee only about $25,529 at 4% or $17,019 at 6%; with 50% employer match about $17,019 at 4% or $11,346 at 6%; with 100% employer match about $12,765 at 4% or $8,510 at 6%.
2003116$1,633,972$151,058$9,441iApproximate average salary by contribution assumption: employee only about $236,028 at 4% or $157,352 at 6%; with 50% employer match about $157,352 at 4% or $104,901 at 6%; with 100% employer match about $118,014 at 4% or $78,676 at 6%.
Fundx Investment Group 401(K) Plan-16$1,633,972$151,058$9,441iApproximate average salary by contribution assumption: employee only about $236,028 at 4% or $157,352 at 6%; with 50% employer match about $157,352 at 4% or $104,901 at 6%; with 100% employer match about $118,014 at 4% or $78,676 at 6%.
2002114$1,075,179$135,038$9,646iApproximate average salary by contribution assumption: employee only about $241,139 at 4% or $160,760 at 6%; with 50% employer match about $160,760 at 4% or $107,173 at 6%; with 100% employer match about $120,570 at 4% or $80,380 at 6%.
Fundx Investment Group 401(K) Plan-14$1,075,179$135,038$9,646iApproximate average salary by contribution assumption: employee only about $241,139 at 4% or $160,760 at 6%; with 50% employer match about $160,760 at 4% or $107,173 at 6%; with 100% employer match about $120,570 at 4% or $80,380 at 6%.
2001110$0$0-
Fundx Investment Group 401(K) Plan-10---
2000111$2,675,657$90,759$8,251iApproximate average salary by contribution assumption: employee only about $206,270 at 4% or $137,514 at 6%; with 50% employer match about $137,514 at 4% or $91,676 at 6%; with 100% employer match about $103,135 at 4% or $68,757 at 6%.
Fundx Investment Group 401(K) Plan-11$2,675,657$90,759$8,251iApproximate average salary by contribution assumption: employee only about $206,270 at 4% or $137,514 at 6%; with 50% employer match about $137,514 at 4% or $91,676 at 6%; with 100% employer match about $103,135 at 4% or $68,757 at 6%.
1999112$3,264,564$86,242$7,187iApproximate average salary by contribution assumption: employee only about $179,671 at 4% or $119,781 at 6%; with 50% employer match about $119,781 at 4% or $79,854 at 6%; with 100% employer match about $89,835 at 4% or $59,890 at 6%.
Fundx Investment Group 401(K) Plan-12$3,264,564$86,242$7,187iApproximate average salary by contribution assumption: employee only about $179,671 at 4% or $119,781 at 6%; with 50% employer match about $119,781 at 4% or $79,854 at 6%; with 100% employer match about $89,835 at 4% or $59,890 at 6%.