Retirement plan

FOXEN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Name: FOXEN FINANCIAL, INC. - FOXEN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: FOXEN FINANCIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOXEN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN, FOXEN FINANCIAL, INC.

FOXEN FINANCIAL, INC.EIN 36-3819537Plan #001PY 2017

15 SPINNING WHEEL RD., SUITE 129 - HINSDALE, IL 60521630-321-1700foxenfinancial.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

1 filing

#003Retirement-$3.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+28.8% from 2016

Total participants

0.0% from 2016

Average account balance

$847,399

+28.8% from 2016

Annual return

25.38%

+20.09 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.8M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+47.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$847,399

$150,445+463.3%

$136,297+521.7%

$147,585+474.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

25.38%

1049.14%-1023.8pp

5156.16%-5130.8pp

578.57%-553.2pp

Employer contribution / active EE

$10,350

$5,256+96.9%

$4,696+120.4%

$4,876+112.2%

Participant deferral / active EE

$12,000

$6,631+81.0%

$6,247+92.1%

$5,439+120.6%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,885-100.0%

FOXEN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOXEN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion