Civic Intelligence

Thomas James Capital Incorporated

Plan context: Thomas James Capital Incorporated Defined Benefit Pension Plan

EIN 20-5130800 • Aliso Viejo, CA • 13 filings • 2 plans

26940 Aliso Viejo Parkway, Ste 100Aliso Viejo, CA 92656-2650
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$550,594

2017 Contributions

$115,128

Historical Graphs

Total Assets Over Time

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

$1,773,322$886,661$0200920132017YearValue
$550,594Latest year 2017

Participants Over Time

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

1370200920132017YearValue
4Latest year 2017

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
201714$550,594$0-
Thomas James Capital Incorporated Defined Benefit Pension Plan-4$550,594--
2016213$1,773,322$115,128$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-13$1,225,498$115,128$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
Thomas James Capital Incorporated Defined Benefit Pension Plan-4$547,824--
201529$1,573,268$326,842$36,316iApproximate average salary by contribution assumption: employee only about $907,894 at 4% or $605,263 at 6%; with 50% employer match about $605,263 at 4% or $403,509 at 6%; with 100% employer match about $453,947 at 4% or $302,631 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-9$1,048,472$226,842$25,205iApproximate average salary by contribution assumption: employee only about $630,117 at 4% or $420,078 at 6%; with 50% employer match about $420,078 at 4% or $280,052 at 6%; with 100% employer match about $315,058 at 4% or $210,039 at 6%.
Thomas James Capital Incorporated Defined Benefit Pension Plan-4$524,796$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201427$1,256,177$374,131$53,447iApproximate average salary by contribution assumption: employee only about $1,336,182 at 4% or $890,788 at 6%; with 50% employer match about $890,788 at 4% or $593,859 at 6%; with 100% employer match about $668,091 at 4% or $445,394 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-7$840,793$174,131$24,876iApproximate average salary by contribution assumption: employee only about $621,896 at 4% or $414,598 at 6%; with 50% employer match about $414,598 at 4% or $276,398 at 6%; with 100% employer match about $310,948 at 4% or $207,299 at 6%.
Thomas James Capital Incorporated Defined Benefit Pension Plan-4$415,384$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201326$821,938$384,508$64,085iApproximate average salary by contribution assumption: employee only about $1,602,117 at 4% or $1,068,078 at 6%; with 50% employer match about $1,068,078 at 4% or $712,052 at 6%; with 100% employer match about $801,058 at 4% or $534,039 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-6$621,938$184,508$30,751iApproximate average salary by contribution assumption: employee only about $768,783 at 4% or $512,522 at 6%; with 50% employer match about $512,522 at 4% or $341,681 at 6%; with 100% employer match about $384,392 at 4% or $256,261 at 6%.
Thomas James Capital Incorporated Defined Benefit Pension Plan-4$200,000$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201214$355,357$136,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-4$355,357$136,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201114$201,703$0-
Thomas James Capital Incorporated Incentive Savings Plan and Trust-4$201,703$0-
201014$211,445$114,500$28,625iApproximate average salary by contribution assumption: employee only about $715,625 at 4% or $477,083 at 6%; with 50% employer match about $477,083 at 4% or $318,056 at 6%; with 100% employer match about $357,813 at 4% or $238,542 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-4$211,445$114,500$28,625iApproximate average salary by contribution assumption: employee only about $715,625 at 4% or $477,083 at 6%; with 50% employer match about $477,083 at 4% or $318,056 at 6%; with 100% employer match about $357,813 at 4% or $238,542 at 6%.
200914$102,000$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Thomas James Capital Incorporated Incentive Savings Plan and Trust-4$102,000$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.