Civic Intelligence

Jim Wilson & Associates LLC

Plan context: JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN

EIN 20-8083254 • Montgomery, AL • 37 filings • 4 plans

2660 Eastchase LaneSuite 100Montgomery, AL 36117
Current Snapshot

Latest Year

2025

2025 Participants

94

2025 Assets

$8,279,975

2025 Contributions

$434,682

Historical Graphs

Total Assets Over Time

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

$8,279,975$4,139,988$0200720162024YearValue
$8,279,975Latest year 2024

Participants Over Time

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

2731370200720162025YearValue
94Latest year 2025

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
2025194$0$0-
Jim Wilson & Associates LLC Welfare Plan-94---
20242100$8,279,975$434,682$4,347iApproximate average salary by contribution assumption: employee only about $108,670 at 4% or $72,447 at 6%; with 50% employer match about $72,447 at 4% or $48,298 at 6%; with 100% employer match about $54,335 at 4% or $36,224 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-66$8,279,975$434,682$6,586iApproximate average salary by contribution assumption: employee only about $164,652 at 4% or $109,768 at 6%; with 50% employer match about $109,768 at 4% or $73,179 at 6%; with 100% employer match about $82,326 at 4% or $54,884 at 6%.
Jim Wilson & Associates LLC Welfare Plan-100---
2023298$7,531,527$447,068$4,562iApproximate average salary by contribution assumption: employee only about $114,048 at 4% or $76,032 at 6%; with 50% employer match about $76,032 at 4% or $50,688 at 6%; with 100% employer match about $57,024 at 4% or $38,016 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-69$7,531,527$447,068$6,479iApproximate average salary by contribution assumption: employee only about $161,981 at 4% or $107,987 at 6%; with 50% employer match about $107,987 at 4% or $71,992 at 6%; with 100% employer match about $80,991 at 4% or $53,994 at 6%.
Jim Wilson & Associates LLC Welfare Plan-98---
2022299$6,427,437$418,893$4,231iApproximate average salary by contribution assumption: employee only about $105,781 at 4% or $70,521 at 6%; with 50% employer match about $70,521 at 4% or $47,014 at 6%; with 100% employer match about $52,891 at 4% or $35,260 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-65$6,427,437$418,893$6,445iApproximate average salary by contribution assumption: employee only about $161,113 at 4% or $107,408 at 6%; with 50% employer match about $107,408 at 4% or $71,606 at 6%; with 100% employer match about $80,556 at 4% or $53,704 at 6%.
Jim Wilson & Associates LLC Welfare Plan-99---
2021291$7,251,332$421,214$4,629iApproximate average salary by contribution assumption: employee only about $115,718 at 4% or $77,145 at 6%; with 50% employer match about $77,145 at 4% or $51,430 at 6%; with 100% employer match about $57,859 at 4% or $38,573 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-62$7,251,332$421,214$6,794iApproximate average salary by contribution assumption: employee only about $169,844 at 4% or $113,230 at 6%; with 50% employer match about $113,230 at 4% or $75,486 at 6%; with 100% employer match about $84,922 at 4% or $56,615 at 6%.
Jim Wilson & Associates LLC Welfare Plan-91---
20202104$7,161,054$403,316$3,878iApproximate average salary by contribution assumption: employee only about $96,951 at 4% or $64,634 at 6%; with 50% employer match about $64,634 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-59$7,161,054$403,316$6,836iApproximate average salary by contribution assumption: employee only about $170,897 at 4% or $113,931 at 6%; with 50% employer match about $113,931 at 4% or $75,954 at 6%; with 100% employer match about $85,448 at 4% or $56,966 at 6%.
Jim Wilson & Associates LLC Welfare Plan-104---
20192106$6,549,195$431,981$4,075iApproximate average salary by contribution assumption: employee only about $101,882 at 4% or $67,922 at 6%; with 50% employer match about $67,922 at 4% or $45,281 at 6%; with 100% employer match about $50,941 at 4% or $33,961 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-59$6,549,195$431,981$7,322iApproximate average salary by contribution assumption: employee only about $183,043 at 4% or $122,029 at 6%; with 50% employer match about $122,029 at 4% or $81,352 at 6%; with 100% employer match about $91,521 at 4% or $61,014 at 6%.
Jim Wilson & Associates LLC Welfare Plan-106---
20182104$5,700,435$457,460$4,399iApproximate average salary by contribution assumption: employee only about $109,966 at 4% or $73,311 at 6%; with 50% employer match about $73,311 at 4% or $48,874 at 6%; with 100% employer match about $54,983 at 4% or $36,655 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-62$5,700,435$457,460$7,378iApproximate average salary by contribution assumption: employee only about $184,460 at 4% or $122,973 at 6%; with 50% employer match about $122,973 at 4% or $81,982 at 6%; with 100% employer match about $92,230 at 4% or $61,487 at 6%.
Jim Wilson & Associates LLC Welfare Plan-104---
20172112$5,920,838$433,214$3,868iApproximate average salary by contribution assumption: employee only about $96,700 at 4% or $64,466 at 6%; with 50% employer match about $64,466 at 4% or $42,978 at 6%; with 100% employer match about $48,350 at 4% or $32,233 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-60$5,920,838$433,214$7,220iApproximate average salary by contribution assumption: employee only about $180,506 at 4% or $120,337 at 6%; with 50% employer match about $120,337 at 4% or $80,225 at 6%; with 100% employer match about $90,253 at 4% or $60,169 at 6%.
Jim Wilson & Associates LLC Welfare Plan-112---
20162115$5,041,724$385,034$3,348iApproximate average salary by contribution assumption: employee only about $83,703 at 4% or $55,802 at 6%; with 50% employer match about $55,802 at 4% or $37,201 at 6%; with 100% employer match about $41,852 at 4% or $27,901 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-61$5,041,724$385,034$6,312iApproximate average salary by contribution assumption: employee only about $157,801 at 4% or $105,201 at 6%; with 50% employer match about $105,201 at 4% or $70,134 at 6%; with 100% employer match about $78,900 at 4% or $52,600 at 6%.
Jim Wilson & Associates LLC Welfare Plan-115---
20152123$4,445,241$396,398$3,223iApproximate average salary by contribution assumption: employee only about $80,569 at 4% or $53,712 at 6%; with 50% employer match about $53,712 at 4% or $35,808 at 6%; with 100% employer match about $40,284 at 4% or $26,856 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-60$4,445,241$396,398$6,607iApproximate average salary by contribution assumption: employee only about $165,166 at 4% or $110,111 at 6%; with 50% employer match about $110,111 at 4% or $73,407 at 6%; with 100% employer match about $82,583 at 4% or $55,055 at 6%.
Jim Wilson & Associates LLC Welfare Plan-123---
20142118$6,161,774$397,996$3,373iApproximate average salary by contribution assumption: employee only about $84,321 at 4% or $56,214 at 6%; with 50% employer match about $56,214 at 4% or $37,476 at 6%; with 100% employer match about $42,161 at 4% or $28,107 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-60$6,161,774$397,996$6,633iApproximate average salary by contribution assumption: employee only about $165,832 at 4% or $110,554 at 6%; with 50% employer match about $110,554 at 4% or $73,703 at 6%; with 100% employer match about $82,916 at 4% or $55,277 at 6%.
Jim Wilson & Associates LLC Welfare Plan-118---
20132108$6,066,681$413,188$3,826iApproximate average salary by contribution assumption: employee only about $95,645 at 4% or $63,764 at 6%; with 50% employer match about $63,764 at 4% or $42,509 at 6%; with 100% employer match about $47,823 at 4% or $31,882 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-64$6,066,681$413,188$6,456iApproximate average salary by contribution assumption: employee only about $161,402 at 4% or $107,601 at 6%; with 50% employer match about $107,601 at 4% or $71,734 at 6%; with 100% employer match about $80,701 at 4% or $53,801 at 6%.
Jim Wilson & Associates LLC Welfare Plan-108---
20122108$4,916,864$397,137$3,677iApproximate average salary by contribution assumption: employee only about $91,930 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,643 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-62$4,916,864$397,137$6,405iApproximate average salary by contribution assumption: employee only about $160,136 at 4% or $106,757 at 6%; with 50% employer match about $106,757 at 4% or $71,172 at 6%; with 100% employer match about $80,068 at 4% or $53,379 at 6%.
Jim Wilson & Associates LLC Welfare Plan-108---
20112106$4,347,731$389,269$3,672iApproximate average salary by contribution assumption: employee only about $91,809 at 4% or $61,206 at 6%; with 50% employer match about $61,206 at 4% or $40,804 at 6%; with 100% employer match about $45,904 at 4% or $30,603 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401(K) PLAN-69$4,347,731$389,269$5,642iApproximate average salary by contribution assumption: employee only about $141,039 at 4% or $94,026 at 6%; with 50% employer match about $94,026 at 4% or $62,684 at 6%; with 100% employer match about $70,520 at 4% or $47,013 at 6%.
Jim Wilson & Associates LLC Welfare Plan-106---
20102108$4,981,690$305,872$2,832iApproximate average salary by contribution assumption: employee only about $70,804 at 4% or $47,202 at 6%; with 50% employer match about $47,202 at 4% or $31,468 at 6%; with 100% employer match about $35,402 at 4% or $23,601 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401K PLAN-57$4,981,690$305,872$5,366iApproximate average salary by contribution assumption: employee only about $134,154 at 4% or $89,436 at 6%; with 50% employer match about $89,436 at 4% or $59,624 at 6%; with 100% employer match about $67,077 at 4% or $44,718 at 6%.
Jim Wilson & Associates LLC Welfare Plan-108---
20092214$4,546,120$295,116$1,379iApproximate average salary by contribution assumption: employee only about $34,476 at 4% or $22,984 at 6%; with 50% employer match about $22,984 at 4% or $15,323 at 6%; with 100% employer match about $17,238 at 4% or $11,492 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401K PLAN-58$4,546,120$295,116$5,088iApproximate average salary by contribution assumption: employee only about $127,205 at 4% or $84,803 at 6%; with 50% employer match about $84,803 at 4% or $56,536 at 6%; with 100% employer match about $63,603 at 4% or $42,402 at 6%.
Jim Wilson & Associates LLC Welfare Plan-214---
20082252$5,794,018$714,172$2,834iApproximate average salary by contribution assumption: employee only about $70,850 at 4% or $47,234 at 6%; with 50% employer match about $47,234 at 4% or $31,489 at 6%; with 100% employer match about $35,425 at 4% or $23,617 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTIO N 401K PLAN-201$5,794,018$714,172$3,553iApproximate average salary by contribution assumption: employee only about $88,827 at 4% or $59,218 at 6%; with 50% employer match about $59,218 at 4% or $39,479 at 6%; with 100% employer match about $44,414 at 4% or $29,609 at 6%.
Jim Wilson & Associates LLC Welfare Plan-252---
20072273$7,298,613$728,322$2,668iApproximate average salary by contribution assumption: employee only about $66,696 at 4% or $44,464 at 6%; with 50% employer match about $44,464 at 4% or $29,643 at 6%; with 100% employer match about $33,348 at 4% or $22,232 at 6%.
JIM WILSON & ASSOCIATES, LLC SECTION 401K PLAN-197$7,298,613$728,322$3,697iApproximate average salary by contribution assumption: employee only about $92,427 at 4% or $61,618 at 6%; with 50% employer match about $61,618 at 4% or $41,079 at 6%; with 100% employer match about $46,213 at 4% or $30,809 at 6%.
Jim Wilson & Associates LLC Welfare Plan-273---