Civic Intelligence

James M Scotchie

Plan context: James M Scotchie 401(K) Profit Sharing Plan & Trust

EIN 20-2610720 • 7 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$849,937

2024 Contributions

$131,279

Historical Graphs

Total Assets Over Time

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

$849,937$424,969$0201820212024YearValue
$849,937Latest year 2024

Participants Over Time

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

1050201820212024YearValue
10Latest 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
2024110$849,937$131,279$13,128iApproximate average salary by contribution assumption: employee only about $328,198 at 4% or $218,798 at 6%; with 50% employer match about $218,798 at 4% or $145,866 at 6%; with 100% employer match about $164,099 at 4% or $109,399 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-10$849,937$131,279$13,128iApproximate average salary by contribution assumption: employee only about $328,198 at 4% or $218,798 at 6%; with 50% employer match about $218,798 at 4% or $145,866 at 6%; with 100% employer match about $164,099 at 4% or $109,399 at 6%.
2023110$622,640$121,686$12,169iApproximate average salary by contribution assumption: employee only about $304,215 at 4% or $202,810 at 6%; with 50% employer match about $202,810 at 4% or $135,207 at 6%; with 100% employer match about $152,108 at 4% or $101,405 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-10$622,640$121,686$12,169iApproximate average salary by contribution assumption: employee only about $304,215 at 4% or $202,810 at 6%; with 50% employer match about $202,810 at 4% or $135,207 at 6%; with 100% employer match about $152,108 at 4% or $101,405 at 6%.
202218$386,652$140,356$17,545iApproximate average salary by contribution assumption: employee only about $438,613 at 4% or $292,408 at 6%; with 50% employer match about $292,408 at 4% or $194,939 at 6%; with 100% employer match about $219,306 at 4% or $146,204 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-8$386,652$140,356$17,545iApproximate average salary by contribution assumption: employee only about $438,613 at 4% or $292,408 at 6%; with 50% employer match about $292,408 at 4% or $194,939 at 6%; with 100% employer match about $219,306 at 4% or $146,204 at 6%.
202117$357,244$96,528$13,790iApproximate average salary by contribution assumption: employee only about $344,743 at 4% or $229,829 at 6%; with 50% employer match about $229,829 at 4% or $153,219 at 6%; with 100% employer match about $172,371 at 4% or $114,914 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-7$357,244$96,528$13,790iApproximate average salary by contribution assumption: employee only about $344,743 at 4% or $229,829 at 6%; with 50% employer match about $229,829 at 4% or $153,219 at 6%; with 100% employer match about $172,371 at 4% or $114,914 at 6%.
202017$268,060$91,947$13,135iApproximate average salary by contribution assumption: employee only about $328,382 at 4% or $218,921 at 6%; with 50% employer match about $218,921 at 4% or $145,948 at 6%; with 100% employer match about $164,191 at 4% or $109,461 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-7$268,060$91,947$13,135iApproximate average salary by contribution assumption: employee only about $328,382 at 4% or $218,921 at 6%; with 50% employer match about $218,921 at 4% or $145,948 at 6%; with 100% employer match about $164,191 at 4% or $109,461 at 6%.
201916$126,132$69,988$11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-6$126,132$69,988$11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%.
201815$41,943$48,297$9,659iApproximate average salary by contribution assumption: employee only about $241,485 at 4% or $160,990 at 6%; with 50% employer match about $160,990 at 4% or $107,327 at 6%; with 100% employer match about $120,743 at 4% or $80,495 at 6%.
James M Scotchie 401(K) Profit Sharing Plan & Trust-5$41,943$48,297$9,659iApproximate average salary by contribution assumption: employee only about $241,485 at 4% or $160,990 at 6%; with 50% employer match about $160,990 at 4% or $107,327 at 6%; with 100% employer match about $120,743 at 4% or $80,495 at 6%.