Civic Intelligence

James E. Albertelli, P.A.

Plan context: Albertelli Law 401(K) Plan

EIN 26-0659686 • Jacksonville, FL • 27 filings • 3 plans

208 N Laura St # 900Jacksonville, FL 32202
Current Snapshot

Latest Year

2024

2024 Participants

188

2024 Assets

$7,335,984

2024 Contributions

$1,223,305

Historical Graphs

Total Assets Over Time

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

$9,208,442$4,604,221$0200820162024YearValue
$7,335,984Latest year 2024

Participants Over Time

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

5642820200820162024YearValue
188Latest 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
20242188$7,335,984$1,223,305$6,507iApproximate average salary by contribution assumption: employee only about $162,674 at 4% or $108,449 at 6%; with 50% employer match about $108,449 at 4% or $72,299 at 6%; with 100% employer match about $81,337 at 4% or $54,225 at 6%.
Albertelli Law 401(K) Plan-188$7,335,984$1,223,305$6,507iApproximate average salary by contribution assumption: employee only about $162,674 at 4% or $108,449 at 6%; with 50% employer match about $108,449 at 4% or $72,299 at 6%; with 100% employer match about $81,337 at 4% or $54,225 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-156---
20231302$6,193,521$953,813$3,158iApproximate average salary by contribution assumption: employee only about $78,958 at 4% or $52,639 at 6%; with 50% employer match about $52,639 at 4% or $35,092 at 6%; with 100% employer match about $39,479 at 4% or $26,319 at 6%.
Albertelli Law 401(K) Plan-302$6,193,521$953,813$3,158iApproximate average salary by contribution assumption: employee only about $78,958 at 4% or $52,639 at 6%; with 50% employer match about $52,639 at 4% or $35,092 at 6%; with 100% employer match about $39,479 at 4% or $26,319 at 6%.
2022181$4,529,111$768,272$9,485iApproximate average salary by contribution assumption: employee only about $237,121 at 4% or $158,081 at 6%; with 50% employer match about $158,081 at 4% or $105,387 at 6%; with 100% employer match about $118,560 at 4% or $79,040 at 6%.
Albertelli Law 401(K) Plan-81$4,529,111$768,272$9,485iApproximate average salary by contribution assumption: employee only about $237,121 at 4% or $158,081 at 6%; with 50% employer match about $158,081 at 4% or $105,387 at 6%; with 100% employer match about $118,560 at 4% or $79,040 at 6%.
20211108$4,861,026$1,478,731$13,692iApproximate average salary by contribution assumption: employee only about $342,299 at 4% or $228,199 at 6%; with 50% employer match about $228,199 at 4% or $152,133 at 6%; with 100% employer match about $171,149 at 4% or $114,100 at 6%.
Albertelli Law 401(K) Plan-108$4,861,026$1,478,731$13,692iApproximate average salary by contribution assumption: employee only about $342,299 at 4% or $228,199 at 6%; with 50% employer match about $228,199 at 4% or $152,133 at 6%; with 100% employer match about $171,149 at 4% or $114,100 at 6%.
20202250$9,208,442$854,470$3,418iApproximate average salary by contribution assumption: employee only about $85,447 at 4% or $56,965 at 6%; with 50% employer match about $56,965 at 4% or $37,976 at 6%; with 100% employer match about $42,724 at 4% or $28,482 at 6%.
Albertelli Law 401(K) Plan-250$9,208,442$854,470$3,418iApproximate average salary by contribution assumption: employee only about $85,447 at 4% or $56,965 at 6%; with 50% employer match about $56,965 at 4% or $37,976 at 6%; with 100% employer match about $42,724 at 4% or $28,482 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-219---
20192293$8,899,556$1,301,646$4,442iApproximate average salary by contribution assumption: employee only about $111,062 at 4% or $74,041 at 6%; with 50% employer match about $74,041 at 4% or $49,361 at 6%; with 100% employer match about $55,531 at 4% or $37,021 at 6%.
Albertelli Law 401(K) Plan-293$8,899,556$1,301,646$4,442iApproximate average salary by contribution assumption: employee only about $111,062 at 4% or $74,041 at 6%; with 50% employer match about $74,041 at 4% or $49,361 at 6%; with 100% employer match about $55,531 at 4% or $37,021 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-200---
20182329$6,556,139$1,290,359$3,922iApproximate average salary by contribution assumption: employee only about $98,052 at 4% or $65,368 at 6%; with 50% employer match about $65,368 at 4% or $43,578 at 6%; with 100% employer match about $49,026 at 4% or $32,684 at 6%.
Albertelli Law 401(K) Plan-329$6,556,139$1,290,359$3,922iApproximate average salary by contribution assumption: employee only about $98,052 at 4% or $65,368 at 6%; with 50% employer match about $65,368 at 4% or $43,578 at 6%; with 100% employer match about $49,026 at 4% or $32,684 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-267---
20172380$6,351,843$1,344,279$3,538iApproximate average salary by contribution assumption: employee only about $88,439 at 4% or $58,960 at 6%; with 50% employer match about $58,960 at 4% or $39,306 at 6%; with 100% employer match about $44,220 at 4% or $29,480 at 6%.
Albertelli Law 401(K) Plan-321$6,351,843$1,344,279$4,188iApproximate average salary by contribution assumption: employee only about $104,695 at 4% or $69,796 at 6%; with 50% employer match about $69,796 at 4% or $46,531 at 6%; with 100% employer match about $52,347 at 4% or $34,898 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-380---
20162469$4,988,526$1,466,683$3,127iApproximate average salary by contribution assumption: employee only about $78,181 at 4% or $52,121 at 6%; with 50% employer match about $52,121 at 4% or $34,747 at 6%; with 100% employer match about $39,091 at 4% or $26,060 at 6%.
Albertelli Law 401(K) Plan-469$4,988,526$1,466,683$3,127iApproximate average salary by contribution assumption: employee only about $78,181 at 4% or $52,121 at 6%; with 50% employer match about $52,121 at 4% or $34,747 at 6%; with 100% employer match about $39,091 at 4% or $26,060 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-376---
20152536$3,620,238$1,168,662$2,180iApproximate average salary by contribution assumption: employee only about $54,508 at 4% or $36,339 at 6%; with 50% employer match about $36,339 at 4% or $24,226 at 6%; with 100% employer match about $27,254 at 4% or $18,169 at 6%.
Albertelli Law 401(K) Plan-536$3,620,238$1,168,662$2,180iApproximate average salary by contribution assumption: employee only about $54,508 at 4% or $36,339 at 6%; with 50% employer match about $36,339 at 4% or $24,226 at 6%; with 100% employer match about $27,254 at 4% or $18,169 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-343---
20142516$3,623,518$1,303,701$2,527iApproximate average salary by contribution assumption: employee only about $63,164 at 4% or $42,109 at 6%; with 50% employer match about $42,109 at 4% or $28,073 at 6%; with 100% employer match about $31,582 at 4% or $21,055 at 6%.
Albertelli Law 401(K) Plan-403$3,623,518$1,303,701$3,235iApproximate average salary by contribution assumption: employee only about $80,875 at 4% or $53,917 at 6%; with 50% employer match about $53,917 at 4% or $35,944 at 6%; with 100% employer match about $40,437 at 4% or $26,958 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-516---
20132564$2,718,724$1,035,824$1,837iApproximate average salary by contribution assumption: employee only about $45,914 at 4% or $30,609 at 6%; with 50% employer match about $30,609 at 4% or $20,406 at 6%; with 100% employer match about $22,957 at 4% or $15,305 at 6%.
Albertelli Law 401(K) Plan-564$2,718,724$1,035,824$1,837iApproximate average salary by contribution assumption: employee only about $45,914 at 4% or $30,609 at 6%; with 50% employer match about $30,609 at 4% or $20,406 at 6%; with 100% employer match about $22,957 at 4% or $15,305 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-499---
20122478$1,871,665$624,558$1,307iApproximate average salary by contribution assumption: employee only about $32,665 at 4% or $21,777 at 6%; with 50% employer match about $21,777 at 4% or $14,518 at 6%; with 100% employer match about $16,333 at 4% or $10,888 at 6%.
Albertelli Law 401(K) Plan-478$1,871,665$624,558$1,307iApproximate average salary by contribution assumption: employee only about $32,665 at 4% or $21,777 at 6%; with 50% employer match about $21,777 at 4% or $14,518 at 6%; with 100% employer match about $16,333 at 4% or $10,888 at 6%.
James E. Albertelli, P.A. Welfare Benefits Plan-239---
20111180$1,261,400$366,208$2,034iApproximate average salary by contribution assumption: employee only about $50,862 at 4% or $33,908 at 6%; with 50% employer match about $33,908 at 4% or $22,605 at 6%; with 100% employer match about $25,431 at 4% or $16,954 at 6%.
Albertelli Law 401(K) Plan-180$1,261,400$366,208$2,034iApproximate average salary by contribution assumption: employee only about $50,862 at 4% or $33,908 at 6%; with 50% employer match about $33,908 at 4% or $22,605 at 6%; with 100% employer match about $25,431 at 4% or $16,954 at 6%.
20101170$1,027,948$431,364$2,537iApproximate average salary by contribution assumption: employee only about $63,436 at 4% or $42,291 at 6%; with 50% employer match about $42,291 at 4% or $28,194 at 6%; with 100% employer match about $31,718 at 4% or $21,145 at 6%.
Albertelli Law 401(K) Plan-170$1,027,948$431,364$2,537iApproximate average salary by contribution assumption: employee only about $63,436 at 4% or $42,291 at 6%; with 50% employer match about $42,291 at 4% or $28,194 at 6%; with 100% employer match about $31,718 at 4% or $21,145 at 6%.
20091141$532,153$213,159$1,512iApproximate average salary by contribution assumption: employee only about $37,794 at 4% or $25,196 at 6%; with 50% employer match about $25,196 at 4% or $16,797 at 6%; with 100% employer match about $18,897 at 4% or $12,598 at 6%.
Albertelli Law 401(K) Plan-141$532,153$213,159$1,512iApproximate average salary by contribution assumption: employee only about $37,794 at 4% or $25,196 at 6%; with 50% employer match about $25,196 at 4% or $16,797 at 6%; with 100% employer match about $18,897 at 4% or $12,598 at 6%.
2008171$200,000$200,000$2,817iApproximate average salary by contribution assumption: employee only about $70,423 at 4% or $46,948 at 6%; with 50% employer match about $46,948 at 4% or $31,299 at 6%; with 100% employer match about $35,211 at 4% or $23,474 at 6%.
Albertelli Law 401(K) Plan-71$200,000$200,000$2,817iApproximate average salary by contribution assumption: employee only about $70,423 at 4% or $46,948 at 6%; with 50% employer match about $46,948 at 4% or $31,299 at 6%; with 100% employer match about $35,211 at 4% or $23,474 at 6%.