James Alexander & Associates L
Plan context: James Alexander & Associates L 401(K) Profit Sharing Plan & Trust
EIN 01-0712625 • East Syracuse, NY • 11 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$819,117
2025 Contributions
$52,663
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 | 5 | $819,117 | $52,663 | $10,533iApproximate average salary by contribution assumption: employee only about $263,315 at 4% or $175,543 at 6%; with 50% employer match about $175,543 at 4% or $117,029 at 6%; with 100% employer match about $131,658 at 4% or $87,772 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 5 | $819,117 | $52,663 | $10,533iApproximate average salary by contribution assumption: employee only about $263,315 at 4% or $175,543 at 6%; with 50% employer match about $175,543 at 4% or $117,029 at 6%; with 100% employer match about $131,658 at 4% or $87,772 at 6%. |
| 2024 | 1 | 4 | $705,543 | $30,309 | $7,577iApproximate average salary by contribution assumption: employee only about $189,431 at 4% or $126,288 at 6%; with 50% employer match about $126,288 at 4% or $84,192 at 6%; with 100% employer match about $94,716 at 4% or $63,144 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 4 | $705,543 | $30,309 | $7,577iApproximate average salary by contribution assumption: employee only about $189,431 at 4% or $126,288 at 6%; with 50% employer match about $126,288 at 4% or $84,192 at 6%; with 100% employer match about $94,716 at 4% or $63,144 at 6%. |
| 2023 | 1 | 5 | $1,823,851 | $59,510 | $11,902iApproximate average salary by contribution assumption: employee only about $297,550 at 4% or $198,367 at 6%; with 50% employer match about $198,367 at 4% or $132,244 at 6%; with 100% employer match about $148,775 at 4% or $99,183 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 5 | $1,823,851 | $59,510 | $11,902iApproximate average salary by contribution assumption: employee only about $297,550 at 4% or $198,367 at 6%; with 50% employer match about $198,367 at 4% or $132,244 at 6%; with 100% employer match about $148,775 at 4% or $99,183 at 6%. |
| 2022 | 1 | 5 | $1,743,549 | $31,882 | $6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 5 | $1,743,549 | $31,882 | $6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%. |
| 2021 | 1 | 7 | $1,933,334 | $33,961 | $4,852iApproximate average salary by contribution assumption: employee only about $121,289 at 4% or $80,860 at 6%; with 50% employer match about $80,860 at 4% or $53,906 at 6%; with 100% employer match about $60,645 at 4% or $40,430 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 7 | $1,933,334 | $33,961 | $4,852iApproximate average salary by contribution assumption: employee only about $121,289 at 4% or $80,860 at 6%; with 50% employer match about $80,860 at 4% or $53,906 at 6%; with 100% employer match about $60,645 at 4% or $40,430 at 6%. |
| 2020 | 1 | 12 | $2,233,254 | $92,580 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 12 | $2,233,254 | $92,580 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| 2019 | 1 | 12 | $2,358,942 | $120,411 | $10,034iApproximate average salary by contribution assumption: employee only about $250,856 at 4% or $167,238 at 6%; with 50% employer match about $167,238 at 4% or $111,492 at 6%; with 100% employer match about $125,428 at 4% or $83,619 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 12 | $2,358,942 | $120,411 | $10,034iApproximate average salary by contribution assumption: employee only about $250,856 at 4% or $167,238 at 6%; with 50% employer match about $167,238 at 4% or $111,492 at 6%; with 100% employer match about $125,428 at 4% or $83,619 at 6%. |
| 2018 | 1 | 16 | $2,211,750 | $128,721 | $8,045iApproximate average salary by contribution assumption: employee only about $201,127 at 4% or $134,084 at 6%; with 50% employer match about $134,084 at 4% or $89,390 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 16 | $2,211,750 | $128,721 | $8,045iApproximate average salary by contribution assumption: employee only about $201,127 at 4% or $134,084 at 6%; with 50% employer match about $134,084 at 4% or $89,390 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%. |
| 2017 | 1 | 22 | $2,074,832 | $180,730 | $8,215iApproximate average salary by contribution assumption: employee only about $205,375 at 4% or $136,917 at 6%; with 50% employer match about $136,917 at 4% or $91,278 at 6%; with 100% employer match about $102,688 at 4% or $68,458 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 22 | $2,074,832 | $180,730 | $8,215iApproximate average salary by contribution assumption: employee only about $205,375 at 4% or $136,917 at 6%; with 50% employer match about $136,917 at 4% or $91,278 at 6%; with 100% employer match about $102,688 at 4% or $68,458 at 6%. |
| 2016 | 1 | 23 | $2,370,319 | $153,225 | $6,662iApproximate average salary by contribution assumption: employee only about $166,549 at 4% or $111,033 at 6%; with 50% employer match about $111,033 at 4% or $74,022 at 6%; with 100% employer match about $83,274 at 4% or $55,516 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 23 | $2,370,319 | $153,225 | $6,662iApproximate average salary by contribution assumption: employee only about $166,549 at 4% or $111,033 at 6%; with 50% employer match about $111,033 at 4% or $74,022 at 6%; with 100% employer match about $83,274 at 4% or $55,516 at 6%. |
| 2015 | 1 | 26 | $2,404,960 | $56,011 | $2,154iApproximate average salary by contribution assumption: employee only about $53,857 at 4% or $35,904 at 6%; with 50% employer match about $35,904 at 4% or $23,936 at 6%; with 100% employer match about $26,928 at 4% or $17,952 at 6%. |
| James Alexander & Associates L 401(K) Profit Sharing Plan & Trust | - | 26 | $2,404,960 | $56,011 | $2,154iApproximate average salary by contribution assumption: employee only about $53,857 at 4% or $35,904 at 6%; with 50% employer match about $35,904 at 4% or $23,936 at 6%; with 100% employer match about $26,928 at 4% or $17,952 at 6%. |