James L. Adams
Plan context: Southern Multifamily LLC Cash Balance Plan
EIN 06-1830774 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,586,887
2024 Contributions
$200,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,586,887 | $0 | - |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $1,586,887 | - | - |
| 2023 | 1 | 2 | $1,507,490 | $0 | - |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $1,507,490 | - | - |
| 2022 | 1 | 2 | $1,379,108 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $1,379,108 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2021 | 1 | 2 | $1,346,924 | $355,116 | $177,558iApproximate average salary by contribution assumption: employee only about $4,438,950 at 4% or $2,959,300 at 6%; with 50% employer match about $2,959,300 at 4% or $1,972,867 at 6%; with 100% employer match about $2,219,475 at 4% or $1,479,650 at 6%. |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $1,346,924 | $355,116 | $177,558iApproximate average salary by contribution assumption: employee only about $4,438,950 at 4% or $2,959,300 at 6%; with 50% employer match about $2,959,300 at 4% or $1,972,867 at 6%; with 100% employer match about $2,219,475 at 4% or $1,479,650 at 6%. |
| 2020 | 1 | 2 | $940,315 | $301,282 | $150,641iApproximate average salary by contribution assumption: employee only about $3,766,025 at 4% or $2,510,683 at 6%; with 50% employer match about $2,510,683 at 4% or $1,673,789 at 6%; with 100% employer match about $1,883,013 at 4% or $1,255,342 at 6%. |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $940,315 | $301,282 | $150,641iApproximate average salary by contribution assumption: employee only about $3,766,025 at 4% or $2,510,683 at 6%; with 50% employer match about $2,510,683 at 4% or $1,673,789 at 6%; with 100% employer match about $1,883,013 at 4% or $1,255,342 at 6%. |
| 2019 | 1 | 2 | $568,713 | $275,957 | $137,979iApproximate average salary by contribution assumption: employee only about $3,449,463 at 4% or $2,299,642 at 6%; with 50% employer match about $2,299,642 at 4% or $1,533,094 at 6%; with 100% employer match about $1,724,731 at 4% or $1,149,821 at 6%. |
| Southern Multifamily LLC Cash Balance Plan | - | 2 | $568,713 | $275,957 | $137,979iApproximate average salary by contribution assumption: employee only about $3,449,463 at 4% or $2,299,642 at 6%; with 50% employer match about $2,299,642 at 4% or $1,533,094 at 6%; with 100% employer match about $1,724,731 at 4% or $1,149,821 at 6%. |