Civic Intelligence

Alexander James & Co

Plan context: Alexander James 401K Plan

EIN 11-3535778 • Miami, FL • 17 filings • 1 plans

801 Brickell Key Blvd #2201Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,366,522

2024 Contributions

$24,228

Historical Graphs

Total Assets Over Time

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

$3,723,854$1,861,927$0200720162024YearValue
$1,366,522Latest year 2024

Participants Over Time

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

840200720162024YearValue
3Latest 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
202413$1,366,522$24,228$8,076iApproximate average salary by contribution assumption: employee only about $201,900 at 4% or $134,600 at 6%; with 50% employer match about $134,600 at 4% or $89,733 at 6%; with 100% employer match about $100,950 at 4% or $67,300 at 6%.
Alexander James 401K Plan-3$1,366,522$24,228$8,076iApproximate average salary by contribution assumption: employee only about $201,900 at 4% or $134,600 at 6%; with 50% employer match about $134,600 at 4% or $89,733 at 6%; with 100% employer match about $100,950 at 4% or $67,300 at 6%.
202314$1,213,025$17,627$4,407iApproximate average salary by contribution assumption: employee only about $110,169 at 4% or $73,446 at 6%; with 50% employer match about $73,446 at 4% or $48,964 at 6%; with 100% employer match about $55,084 at 4% or $36,723 at 6%.
Alexander James 401K Plan-4$1,213,025$17,627$4,407iApproximate average salary by contribution assumption: employee only about $110,169 at 4% or $73,446 at 6%; with 50% employer match about $73,446 at 4% or $48,964 at 6%; with 100% employer match about $55,084 at 4% or $36,723 at 6%.
202214$1,355,393$35,419$8,855iApproximate average salary by contribution assumption: employee only about $221,369 at 4% or $147,579 at 6%; with 50% employer match about $147,579 at 4% or $98,386 at 6%; with 100% employer match about $110,684 at 4% or $73,790 at 6%.
Alexander James 401K Plan-4$1,355,393$35,419$8,855iApproximate average salary by contribution assumption: employee only about $221,369 at 4% or $147,579 at 6%; with 50% employer match about $147,579 at 4% or $98,386 at 6%; with 100% employer match about $110,684 at 4% or $73,790 at 6%.
202114$1,635,612$30,867$7,717iApproximate average salary by contribution assumption: employee only about $192,919 at 4% or $128,613 at 6%; with 50% employer match about $128,613 at 4% or $85,742 at 6%; with 100% employer match about $96,459 at 4% or $64,306 at 6%.
Alexander James 401K Plan-4$1,635,612$30,867$7,717iApproximate average salary by contribution assumption: employee only about $192,919 at 4% or $128,613 at 6%; with 50% employer match about $128,613 at 4% or $85,742 at 6%; with 100% employer match about $96,459 at 4% or $64,306 at 6%.
202016$3,243,874$76,342$12,724iApproximate average salary by contribution assumption: employee only about $318,092 at 4% or $212,061 at 6%; with 50% employer match about $212,061 at 4% or $141,374 at 6%; with 100% employer match about $159,046 at 4% or $106,031 at 6%.
Alexander James 401K Plan-6$3,243,874$76,342$12,724iApproximate average salary by contribution assumption: employee only about $318,092 at 4% or $212,061 at 6%; with 50% employer match about $212,061 at 4% or $141,374 at 6%; with 100% employer match about $159,046 at 4% or $106,031 at 6%.
201918$3,723,854$216,241$27,030iApproximate average salary by contribution assumption: employee only about $675,753 at 4% or $450,502 at 6%; with 50% employer match about $450,502 at 4% or $300,335 at 6%; with 100% employer match about $337,877 at 4% or $225,251 at 6%.
Alexander James 401K Plan-8$3,723,854$216,241$27,030iApproximate average salary by contribution assumption: employee only about $675,753 at 4% or $450,502 at 6%; with 50% employer match about $450,502 at 4% or $300,335 at 6%; with 100% employer match about $337,877 at 4% or $225,251 at 6%.
201818$2,830,024$231,032$28,879iApproximate average salary by contribution assumption: employee only about $721,975 at 4% or $481,317 at 6%; with 50% employer match about $481,317 at 4% or $320,878 at 6%; with 100% employer match about $360,988 at 4% or $240,658 at 6%.
Alexander James 401K Plan-8$2,830,024$231,032$28,879iApproximate average salary by contribution assumption: employee only about $721,975 at 4% or $481,317 at 6%; with 50% employer match about $481,317 at 4% or $320,878 at 6%; with 100% employer match about $360,988 at 4% or $240,658 at 6%.
201718$2,802,631$226,155$28,269iApproximate average salary by contribution assumption: employee only about $706,734 at 4% or $471,156 at 6%; with 50% employer match about $471,156 at 4% or $314,104 at 6%; with 100% employer match about $353,367 at 4% or $235,578 at 6%.
Alexander James 401K Plan-8$2,802,631$226,155$28,269iApproximate average salary by contribution assumption: employee only about $706,734 at 4% or $471,156 at 6%; with 50% employer match about $471,156 at 4% or $314,104 at 6%; with 100% employer match about $353,367 at 4% or $235,578 at 6%.
201618$2,238,476$214,320$26,790iApproximate average salary by contribution assumption: employee only about $669,750 at 4% or $446,500 at 6%; with 50% employer match about $446,500 at 4% or $297,667 at 6%; with 100% employer match about $334,875 at 4% or $223,250 at 6%.
Alexander James 401K Plan-8$2,238,476$214,320$26,790iApproximate average salary by contribution assumption: employee only about $669,750 at 4% or $446,500 at 6%; with 50% employer match about $446,500 at 4% or $297,667 at 6%; with 100% employer match about $334,875 at 4% or $223,250 at 6%.
201518$1,937,227$219,045$27,381iApproximate average salary by contribution assumption: employee only about $684,516 at 4% or $456,344 at 6%; with 50% employer match about $456,344 at 4% or $304,229 at 6%; with 100% employer match about $342,258 at 4% or $228,172 at 6%.
Alexander James 401K Plan-8$1,937,227$219,045$27,381iApproximate average salary by contribution assumption: employee only about $684,516 at 4% or $456,344 at 6%; with 50% employer match about $456,344 at 4% or $304,229 at 6%; with 100% employer match about $342,258 at 4% or $228,172 at 6%.
201418$1,715,957$192,976$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
Alexander James 401K Plan-8$1,715,957$192,976$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
201318$1,462,876$177,028$22,129iApproximate average salary by contribution assumption: employee only about $553,213 at 4% or $368,808 at 6%; with 50% employer match about $368,808 at 4% or $245,872 at 6%; with 100% employer match about $276,606 at 4% or $184,404 at 6%.
Alexander James 401K Plan-8$1,462,876$177,028$22,129iApproximate average salary by contribution assumption: employee only about $553,213 at 4% or $368,808 at 6%; with 50% employer match about $368,808 at 4% or $245,872 at 6%; with 100% employer match about $276,606 at 4% or $184,404 at 6%.
201218$1,069,770$182,345$22,793iApproximate average salary by contribution assumption: employee only about $569,828 at 4% or $379,885 at 6%; with 50% employer match about $379,885 at 4% or $253,257 at 6%; with 100% employer match about $284,914 at 4% or $189,943 at 6%.
Alexander James 401K Plan-8$1,069,770$182,345$22,793iApproximate average salary by contribution assumption: employee only about $569,828 at 4% or $379,885 at 6%; with 50% employer match about $379,885 at 4% or $253,257 at 6%; with 100% employer match about $284,914 at 4% or $189,943 at 6%.
201118$809,508$177,334$22,167iApproximate average salary by contribution assumption: employee only about $554,169 at 4% or $369,446 at 6%; with 50% employer match about $369,446 at 4% or $246,297 at 6%; with 100% employer match about $277,084 at 4% or $184,723 at 6%.
Alexander James 401K Plan-8$809,508$177,334$22,167iApproximate average salary by contribution assumption: employee only about $554,169 at 4% or $369,446 at 6%; with 50% employer match about $369,446 at 4% or $246,297 at 6%; with 100% employer match about $277,084 at 4% or $184,723 at 6%.
201018$657,312$189,529$23,691iApproximate average salary by contribution assumption: employee only about $592,278 at 4% or $394,852 at 6%; with 50% employer match about $394,852 at 4% or $263,235 at 6%; with 100% employer match about $296,139 at 4% or $197,426 at 6%.
Alexander James 401K Plan-8$657,312$189,529$23,691iApproximate average salary by contribution assumption: employee only about $592,278 at 4% or $394,852 at 6%; with 50% employer match about $394,852 at 4% or $263,235 at 6%; with 100% employer match about $296,139 at 4% or $197,426 at 6%.
200817$160,253$94,290$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
Alexander James 401K Plan-7$160,253$94,290$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
200717$106,512$107,000$15,286iApproximate average salary by contribution assumption: employee only about $382,143 at 4% or $254,762 at 6%; with 50% employer match about $254,762 at 4% or $169,841 at 6%; with 100% employer match about $191,071 at 4% or $127,381 at 6%.
Alexander James 401K Plan-7$106,512$107,000$15,286iApproximate average salary by contribution assumption: employee only about $382,143 at 4% or $254,762 at 6%; with 50% employer match about $254,762 at 4% or $169,841 at 6%; with 100% employer match about $191,071 at 4% or $127,381 at 6%.