Robert M. James
Plan context: Robert M. James Profit Sharing Plan
EIN 13-3337835 • Traverse City, MI • 33 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$4,972,257
2025 Contributions
$2,195,645
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 | 2 | $4,972,257 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 2 | $4,972,257 | $0 | - |
| 2024 | 1 | 2 | $4,953,427 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 2 | $4,953,427 | $0 | - |
| 2023 | 1 | 2 | $4,610,340 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 2 | $4,610,340 | $0 | - |
| 2022 | 1 | 3 | $4,483,007 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 3 | $4,483,007 | $0 | - |
| 2021 | 1 | 3 | $6,199,467 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 3 | $6,199,467 | $0 | - |
| 2020 | 1 | 4 | $5,698,255 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 4 | $5,698,255 | $0 | - |
| 2019 | 1 | 5 | $4,676,253 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $4,676,253 | $0 | - |
| 2018 | 1 | 4 | $4,084,450 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 4 | $4,084,450 | $0 | - |
| 2017 | 1 | 4 | $4,341,524 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 4 | $4,341,524 | $0 | - |
| 2016 | 1 | 5 | $3,949,464 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $3,949,464 | $0 | - |
| 2015 | 1 | 5 | $4,091,891 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $4,091,891 | $0 | - |
| 2014 | 1 | 5 | $4,409,435 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $4,409,435 | $0 | - |
| 2013 | 1 | 6 | $4,046,323 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 6 | $4,046,323 | - | - |
| 2012 | 1 | 6 | $3,647,044 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 6 | $3,647,044 | $0 | - |
| 2011 | 1 | 5 | $2,901,694 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,901,694 | - | - |
| 2010 | 1 | 5 | $2,699,033 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,699,033 | $0 | - |
| 2009 | 1 | 5 | $2,477,202 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,477,202 | $0 | - |
| 2008 | 1 | 6 | $1,863,761 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 6 | $1,863,761 | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $2,667,502 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,667,502 | - | - |
| 2005 | 1 | 5 | $2,488,977 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,488,977 | - | - |
| 2004 | 1 | 5 | $2,323,595 | $0 | - |
| Robert M. James Profit Sharing Plan | - | 5 | $2,323,595 | - | - |
| 2003 | 3 | 5 | $2,195,645 | $2,195,645 | $439,129iApproximate average salary by contribution assumption: employee only about $10,978,225 at 4% or $7,318,817 at 6%; with 50% employer match about $7,318,817 at 4% or $4,879,211 at 6%; with 100% employer match about $5,489,113 at 4% or $3,659,408 at 6%. |
| Robert M. James Profit Sharing Plan | - | 5 | $2,195,645 | $2,195,645 | $439,129iApproximate average salary by contribution assumption: employee only about $10,978,225 at 4% or $7,318,817 at 6%; with 50% employer match about $7,318,817 at 4% or $4,879,211 at 6%; with 100% employer match about $5,489,113 at 4% or $3,659,408 at 6%. |
| Robert M. James Defined Benefit Plan | - | 0 | - | - | - |
| Robert M. James Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 5 | $2,095,694 | $0 | - |
| Robert M. James Defined Benefit Plan | - | 5 | $1,832,701 | - | - |
| Robert M. James Money Purchase Pension Plan | - | 5 | $262,993 | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| Robert M. James Money Purchase Pension Plan | - | 6 | - | - | - |
| Robert M. James Defined Benefit Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Robert M. James Defined Benefit Plan | - | 6 | - | - | - |
| Robert M. James Money Purchase Pension Plan | - | 6 | - | - | - |
| 1999 | 2 | 6 | $2,547,000 | $0 | - |
| Robert M. James Defined Benefit Plan | - | 6 | $2,230,884 | - | - |
| Robert M. James Money Purchase Pension Plan | - | 6 | $316,116 | - | - |