Civic Intelligence

James W. Norman

Plan context: James W. Norman 401(K) Plan

EIN 01-0951536 • Ocala, FL • 9 filings • 1 plans

5225 SE 39th LoopOcala, FL 34480-0638
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,256,196

2024 Contributions

$48,205

Historical Graphs

Total Assets Over Time

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

$1,256,196$628,098$0201620202024YearValue
$1,256,196Latest year 2024

Participants Over Time

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

110201620202024YearValue
1Latest 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
202411$1,256,196$48,205$48,205iApproximate average salary by contribution assumption: employee only about $1,205,125 at 4% or $803,417 at 6%; with 50% employer match about $803,417 at 4% or $535,611 at 6%; with 100% employer match about $602,563 at 4% or $401,708 at 6%.
James W. Norman 401(K) Plan-1$1,256,196$48,205$48,205iApproximate average salary by contribution assumption: employee only about $1,205,125 at 4% or $803,417 at 6%; with 50% employer match about $803,417 at 4% or $535,611 at 6%; with 100% employer match about $602,563 at 4% or $401,708 at 6%.
202311$1,183,681$67,605$67,605iApproximate average salary by contribution assumption: employee only about $1,690,125 at 4% or $1,126,750 at 6%; with 50% employer match about $1,126,750 at 4% or $751,167 at 6%; with 100% employer match about $845,063 at 4% or $563,375 at 6%.
James W. Norman 401(K) Plan-1$1,183,681$67,605$67,605iApproximate average salary by contribution assumption: employee only about $1,690,125 at 4% or $1,126,750 at 6%; with 50% employer match about $1,126,750 at 4% or $751,167 at 6%; with 100% employer match about $845,063 at 4% or $563,375 at 6%.
202211$1,127,250$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
James W. Norman 401(K) Plan-1$1,127,250$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
202111$1,117,838$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
James W. Norman 401(K) Plan-1$1,117,838$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202011$1,067,357$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
James W. Norman 401(K) Plan-1$1,067,357$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
201911$1,051,439$46,233$46,233iApproximate average salary by contribution assumption: employee only about $1,155,825 at 4% or $770,550 at 6%; with 50% employer match about $770,550 at 4% or $513,700 at 6%; with 100% employer match about $577,913 at 4% or $385,275 at 6%.
James W. Norman 401(K) Plan-1$1,051,439$46,233$46,233iApproximate average salary by contribution assumption: employee only about $1,155,825 at 4% or $770,550 at 6%; with 50% employer match about $770,550 at 4% or $513,700 at 6%; with 100% employer match about $577,913 at 4% or $385,275 at 6%.
201811$997,896$39,733$39,733iApproximate average salary by contribution assumption: employee only about $993,325 at 4% or $662,217 at 6%; with 50% employer match about $662,217 at 4% or $441,478 at 6%; with 100% employer match about $496,663 at 4% or $331,108 at 6%.
James W. Norman 401(K) Plan-1$997,896$39,733$39,733iApproximate average salary by contribution assumption: employee only about $993,325 at 4% or $662,217 at 6%; with 50% employer match about $662,217 at 4% or $441,478 at 6%; with 100% employer match about $496,663 at 4% or $331,108 at 6%.
201711$1,013,923$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 W. Norman 401(K) Plan-1$1,013,923$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%.
201611$926,892$51,750$51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%.
James W. Norman 401(K) Plan-1$926,892$51,750$51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%.
James W. Norman | EIN 01-0951536 | 2024 Form 5500 Company Profile