James Mead & Company
Plan context: JAMES MEAD & COMPANY RETIREMENT TRUST
EIN 06-1231047 • Southlake, TX • 24 filings • 7 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$80,804
2013 Contributions
$50,197
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 0 | $0 | $0 | - |
| 2012 | 1 | 3 | $80,804 | $0 | - |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 3 | $80,804 | $0 | - |
| 2011 | 1 | 3 | $80,798 | $50,197 | $16,732iApproximate average salary by contribution assumption: employee only about $418,308 at 4% or $278,872 at 6%; with 50% employer match about $278,872 at 4% or $185,915 at 6%; with 100% employer match about $209,154 at 4% or $139,436 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 3 | $80,798 | $50,197 | $16,732iApproximate average salary by contribution assumption: employee only about $418,308 at 4% or $278,872 at 6%; with 50% employer match about $278,872 at 4% or $185,915 at 6%; with 100% employer match about $209,154 at 4% or $139,436 at 6%. |
| 2010 | 2 | 4 | $177,440 | $31,202 | $7,801iApproximate average salary by contribution assumption: employee only about $195,013 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | $177,440 | $31,202 | $7,801iApproximate average salary by contribution assumption: employee only about $195,013 at 4% or $130,008 at 6%; with 50% employer match about $130,008 at 4% or $86,672 at 6%; with 100% employer match about $97,506 at 4% or $65,004 at 6%. |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 0 | $0 | $0 | - |
| 2009 | 2 | 5 | $608,501 | $86,808 | $17,362iApproximate average salary by contribution assumption: employee only about $434,040 at 4% or $289,360 at 6%; with 50% employer match about $289,360 at 4% or $192,907 at 6%; with 100% employer match about $217,020 at 4% or $144,680 at 6%. |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 5 | $456,114 | $0 | - |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 5 | $152,387 | $86,808 | $17,362iApproximate average salary by contribution assumption: employee only about $434,040 at 4% or $289,360 at 6%; with 50% employer match about $289,360 at 4% or $192,907 at 6%; with 100% employer match about $217,020 at 4% or $144,680 at 6%. |
| 2008 | 2 | 4 | $0 | $0 | - |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 4 | - | - | - |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 3 | - | - | - |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 4 | - | - | - |
| 2006 | 2 | 4 | $1,660,460 | $195,325 | $48,831iApproximate average salary by contribution assumption: employee only about $1,220,781 at 4% or $813,854 at 6%; with 50% employer match about $813,854 at 4% or $542,569 at 6%; with 100% employer match about $610,391 at 4% or $406,927 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | $1,499,309 | $120,777 | $30,194iApproximate average salary by contribution assumption: employee only about $754,856 at 4% or $503,238 at 6%; with 50% employer match about $503,238 at 4% or $335,492 at 6%; with 100% employer match about $377,428 at 4% or $251,619 at 6%. |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 3 | $161,151 | $74,548 | $24,849iApproximate average salary by contribution assumption: employee only about $621,233 at 4% or $414,156 at 6%; with 50% employer match about $414,156 at 4% or $276,104 at 6%; with 100% employer match about $310,617 at 4% or $207,078 at 6%. |
| 2005 | 2 | 4 | $1,345,949 | $183,415 | $45,854iApproximate average salary by contribution assumption: employee only about $1,146,344 at 4% or $764,229 at 6%; with 50% employer match about $764,229 at 4% or $509,486 at 6%; with 100% employer match about $573,172 at 4% or $382,115 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | $1,260,569 | $98,035 | $24,509iApproximate average salary by contribution assumption: employee only about $612,719 at 4% or $408,479 at 6%; with 50% employer match about $408,479 at 4% or $272,319 at 6%; with 100% employer match about $306,359 at 4% or $204,240 at 6%. |
| JAMES MEAD & COMPANY CASH BALANCE PENSION TRUST | - | 3 | $85,380 | $85,380 | $28,460iApproximate average salary by contribution assumption: employee only about $711,500 at 4% or $474,333 at 6%; with 50% employer match about $474,333 at 4% or $316,222 at 6%; with 100% employer match about $355,750 at 4% or $237,167 at 6%. |
| 2004 | 1 | 4 | $1,140,903 | $82,665 | $20,666iApproximate average salary by contribution assumption: employee only about $516,656 at 4% or $344,438 at 6%; with 50% employer match about $344,438 at 4% or $229,625 at 6%; with 100% employer match about $258,328 at 4% or $172,219 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | $1,140,903 | $82,665 | $20,666iApproximate average salary by contribution assumption: employee only about $516,656 at 4% or $344,438 at 6%; with 50% employer match about $344,438 at 4% or $229,625 at 6%; with 100% employer match about $258,328 at 4% or $172,219 at 6%. |
| 2003 | 1 | 4 | $1,019,688 | $114,301 | $28,575iApproximate average salary by contribution assumption: employee only about $714,381 at 4% or $476,254 at 6%; with 50% employer match about $476,254 at 4% or $317,503 at 6%; with 100% employer match about $357,191 at 4% or $238,127 at 6%. |
| JAMES MEAD & COMPANY RETIREMENT TRUST | - | 4 | $1,019,688 | $114,301 | $28,575iApproximate average salary by contribution assumption: employee only about $714,381 at 4% or $476,254 at 6%; with 50% employer match about $476,254 at 4% or $317,503 at 6%; with 100% employer match about $357,191 at 4% or $238,127 at 6%. |
| 2002 | 2 | 4 | $763,509 | $106,998 | $26,750iApproximate average salary by contribution assumption: employee only about $668,738 at 4% or $445,825 at 6%; with 50% employer match about $445,825 at 4% or $297,217 at 6%; with 100% employer match about $334,369 at 4% or $222,913 at 6%. |
| PROFIT SHARING PLAN UNDER THE JAMES MEAD & COMPANY PENSION TRUST | - | 4 | $763,509 | $106,998 | $26,750iApproximate average salary by contribution assumption: employee only about $668,738 at 4% or $445,825 at 6%; with 50% employer match about $445,825 at 4% or $297,217 at 6%; with 100% employer match about $334,369 at 4% or $222,913 at 6%. |
| MONEY PURCHASE PLAN UNDER THE JAMES MEAD & COMPANY PENSION TRUST | - | 0 | - | - | - |
| 2001 | 2 | 4 | $619,668 | $28,969 | $7,242iApproximate average salary by contribution assumption: employee only about $181,056 at 4% or $120,704 at 6%; with 50% employer match about $120,704 at 4% or $80,469 at 6%; with 100% employer match about $90,528 at 4% or $60,352 at 6%. |
| MONEY PURCHASE PLAN UNDER THE JAMES MEAD & COMPANY PENSION TRUST | - | 4 | $619,668 | $28,969 | $7,242iApproximate average salary by contribution assumption: employee only about $181,056 at 4% or $120,704 at 6%; with 50% employer match about $120,704 at 4% or $80,469 at 6%; with 100% employer match about $90,528 at 4% or $60,352 at 6%. |
| PROFIT SHARING PLAN UNDER THE JAMES MEAD & COMPANY PENSION TRUST | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| JAMES MEAD & CO. PENSION TRUST MONEY PURCHASE | - | 4 | - | - | - |
| JAMES MEAD & CO. PENSION TRUST PROFIT SHARING | - | 4 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| James Mead & Company Defined Benefit Plan | - | 0 | - | - | - |