Civic Intelligence

James W. Samford, DMD LLC.

Plan context: James Samford, DMD LLC 401(K) Plan

EIN 20-5000608 • Birmingham, AL • 17 filings • 3 plans

254 Inverness Center DriveSuite 100Birmingham, AL 35242
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$195,225

2024 Contributions

$52,961

Historical Graphs

Total Assets Over Time

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

$1,376,012$688,006$0200720162023YearValue
$195,225Latest year 2023

Participants Over Time

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

1370200720162023YearValue
1Latest year 2023

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
202410$0$0-
James Samford, DMD LLC 401(K) Plan-0$0--
202311$195,225$0-
James Samford, DMD LLC 401(K) Plan-1$195,225--
2022112$1,050,707$52,961$4,413iApproximate average salary by contribution assumption: employee only about $110,335 at 4% or $73,557 at 6%; with 50% employer match about $73,557 at 4% or $49,038 at 6%; with 100% employer match about $55,168 at 4% or $36,778 at 6%.
James Samford, DMD LLC 401(K) Plan-12$1,050,707$52,961$4,413iApproximate average salary by contribution assumption: employee only about $110,335 at 4% or $73,557 at 6%; with 50% employer match about $73,557 at 4% or $49,038 at 6%; with 100% employer match about $55,168 at 4% or $36,778 at 6%.
2021113$1,376,012$108,673$8,359iApproximate average salary by contribution assumption: employee only about $208,987 at 4% or $139,324 at 6%; with 50% employer match about $139,324 at 4% or $92,883 at 6%; with 100% employer match about $104,493 at 4% or $69,662 at 6%.
James Samford, DMD LLC 401(K) Plan-13$1,376,012$108,673$8,359iApproximate average salary by contribution assumption: employee only about $208,987 at 4% or $139,324 at 6%; with 50% employer match about $139,324 at 4% or $92,883 at 6%; with 100% employer match about $104,493 at 4% or $69,662 at 6%.
202019$1,241,852$71,076$7,897iApproximate average salary by contribution assumption: employee only about $197,433 at 4% or $131,622 at 6%; with 50% employer match about $131,622 at 4% or $87,748 at 6%; with 100% employer match about $98,717 at 4% or $65,811 at 6%.
James Samford, DMD LLC 401(K) Plan-9$1,241,852$71,076$7,897iApproximate average salary by contribution assumption: employee only about $197,433 at 4% or $131,622 at 6%; with 50% employer match about $131,622 at 4% or $87,748 at 6%; with 100% employer match about $98,717 at 4% or $65,811 at 6%.
201918$1,031,406$35,977$4,497iApproximate average salary by contribution assumption: employee only about $112,428 at 4% or $74,952 at 6%; with 50% employer match about $74,952 at 4% or $49,968 at 6%; with 100% employer match about $56,214 at 4% or $37,476 at 6%.
James Samford, DMD LLC 401(K) Plan-8$1,031,406$35,977$4,497iApproximate average salary by contribution assumption: employee only about $112,428 at 4% or $74,952 at 6%; with 50% employer match about $74,952 at 4% or $49,968 at 6%; with 100% employer match about $56,214 at 4% or $37,476 at 6%.
201818$887,146$52,862$6,608iApproximate average salary by contribution assumption: employee only about $165,194 at 4% or $110,129 at 6%; with 50% employer match about $110,129 at 4% or $73,419 at 6%; with 100% employer match about $82,597 at 4% or $55,065 at 6%.
James Samford, DMD LLC 401(K) Plan-8$887,146$52,862$6,608iApproximate average salary by contribution assumption: employee only about $165,194 at 4% or $110,129 at 6%; with 50% employer match about $110,129 at 4% or $73,419 at 6%; with 100% employer match about $82,597 at 4% or $55,065 at 6%.
201719$878,575$61,882$6,876iApproximate average salary by contribution assumption: employee only about $171,894 at 4% or $114,596 at 6%; with 50% employer match about $114,596 at 4% or $76,398 at 6%; with 100% employer match about $85,947 at 4% or $57,298 at 6%.
James Samford, DMD LLC 401(K) Plan-9$878,575$61,882$6,876iApproximate average salary by contribution assumption: employee only about $171,894 at 4% or $114,596 at 6%; with 50% employer match about $114,596 at 4% or $76,398 at 6%; with 100% employer match about $85,947 at 4% or $57,298 at 6%.
201618$735,957$64,833$8,104iApproximate average salary by contribution assumption: employee only about $202,603 at 4% or $135,069 at 6%; with 50% employer match about $135,069 at 4% or $90,046 at 6%; with 100% employer match about $101,302 at 4% or $67,534 at 6%.
James Samford, DMD LLC 401(K) Plan-8$735,957$64,833$8,104iApproximate average salary by contribution assumption: employee only about $202,603 at 4% or $135,069 at 6%; with 50% employer match about $135,069 at 4% or $90,046 at 6%; with 100% employer match about $101,302 at 4% or $67,534 at 6%.
201519$678,845$57,132$6,348iApproximate average salary by contribution assumption: employee only about $158,700 at 4% or $105,800 at 6%; with 50% employer match about $105,800 at 4% or $70,533 at 6%; with 100% employer match about $79,350 at 4% or $52,900 at 6%.
James Samford, DMD LLC 401(K) Plan-9$678,845$57,132$6,348iApproximate average salary by contribution assumption: employee only about $158,700 at 4% or $105,800 at 6%; with 50% employer match about $105,800 at 4% or $70,533 at 6%; with 100% employer match about $79,350 at 4% or $52,900 at 6%.
201319$473,883$55,593$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
James Samford, DMD LLC 401(K) Plan-9$473,883$55,593$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
201219$396,121$48,013$5,335iApproximate average salary by contribution assumption: employee only about $133,369 at 4% or $88,913 at 6%; with 50% employer match about $88,913 at 4% or $59,275 at 6%; with 100% employer match about $66,685 at 4% or $44,456 at 6%.
James Samford, DMD LLC 401(K) Plan-9$396,121$48,013$5,335iApproximate average salary by contribution assumption: employee only about $133,369 at 4% or $88,913 at 6%; with 50% employer match about $88,913 at 4% or $59,275 at 6%; with 100% employer match about $66,685 at 4% or $44,456 at 6%.
201119$323,015$49,568$5,508iApproximate average salary by contribution assumption: employee only about $137,689 at 4% or $91,793 at 6%; with 50% employer match about $91,793 at 4% or $61,195 at 6%; with 100% employer match about $68,844 at 4% or $45,896 at 6%.
James Samford, DMD LLC 401(K) Plan-9$323,015$49,568$5,508iApproximate average salary by contribution assumption: employee only about $137,689 at 4% or $91,793 at 6%; with 50% employer match about $91,793 at 4% or $61,195 at 6%; with 100% employer match about $68,844 at 4% or $45,896 at 6%.
2010110$277,595$49,210$4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%.
James Samford, DMD LLC 401(K) Plan-10$277,595$49,210$4,921iApproximate average salary by contribution assumption: employee only about $123,025 at 4% or $82,017 at 6%; with 50% employer match about $82,017 at 4% or $54,678 at 6%; with 100% employer match about $61,513 at 4% or $41,008 at 6%.
200918$193,222$42,058$5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%.
James Samford, DMD LLC 401(K) Plan-8$193,222$42,058$5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%.
200816$110,926$73,310$12,218iApproximate average salary by contribution assumption: employee only about $305,458 at 4% or $203,639 at 6%; with 50% employer match about $203,639 at 4% or $135,759 at 6%; with 100% employer match about $152,729 at 4% or $101,819 at 6%.
James Samford, DMD LLC 401(K) Plan-6$110,926$73,310$12,218iApproximate average salary by contribution assumption: employee only about $305,458 at 4% or $203,639 at 6%; with 50% employer match about $203,639 at 4% or $135,759 at 6%; with 100% employer match about $152,729 at 4% or $101,819 at 6%.
200715$63,306$63,306$12,661iApproximate average salary by contribution assumption: employee only about $316,530 at 4% or $211,020 at 6%; with 50% employer match about $211,020 at 4% or $140,680 at 6%; with 100% employer match about $158,265 at 4% or $105,510 at 6%.
James Samford, DMD LLC 401(K) Plan-5$63,306$63,306$12,661iApproximate average salary by contribution assumption: employee only about $316,530 at 4% or $211,020 at 6%; with 50% employer match about $211,020 at 4% or $140,680 at 6%; with 100% employer match about $158,265 at 4% or $105,510 at 6%.