James E. Arnold & Associates, Lpa
Plan context: JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST
EIN 26-1280773 • Columbus, OH • 18 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
22
2019 Assets
$3,177,133
2019 Contributions
$381,806
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 2 | 22 | $3,177,133 | $381,806 | $17,355iApproximate average salary by contribution assumption: employee only about $433,870 at 4% or $289,247 at 6%; with 50% employer match about $289,247 at 4% or $192,831 at 6%; with 100% employer match about $216,935 at 4% or $144,623 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 22 | $1,741,617 | $183,171 | $8,326iApproximate average salary by contribution assumption: employee only about $208,149 at 4% or $138,766 at 6%; with 50% employer match about $138,766 at 4% or $92,511 at 6%; with 100% employer match about $104,074 at 4% or $69,383 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 8 | $1,435,516 | $198,635 | $24,829iApproximate average salary by contribution assumption: employee only about $620,734 at 4% or $413,823 at 6%; with 50% employer match about $413,823 at 4% or $275,882 at 6%; with 100% employer match about $310,367 at 4% or $206,911 at 6%. |
| 2018 | 2 | 22 | $2,611,200 | $434,694 | $19,759iApproximate average salary by contribution assumption: employee only about $493,970 at 4% or $329,314 at 6%; with 50% employer match about $329,314 at 4% or $219,542 at 6%; with 100% employer match about $246,985 at 4% or $164,657 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 22 | $1,533,953 | $173,694 | $7,895iApproximate average salary by contribution assumption: employee only about $197,380 at 4% or $131,586 at 6%; with 50% employer match about $131,586 at 4% or $87,724 at 6%; with 100% employer match about $98,690 at 4% or $65,793 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 8 | $1,077,247 | $261,000 | $32,625iApproximate average salary by contribution assumption: employee only about $815,625 at 4% or $543,750 at 6%; with 50% employer match about $543,750 at 4% or $362,500 at 6%; with 100% employer match about $407,813 at 4% or $271,875 at 6%. |
| 2017 | 2 | 20 | $2,308,611 | $323,454 | $16,173iApproximate average salary by contribution assumption: employee only about $404,318 at 4% or $269,545 at 6%; with 50% employer match about $269,545 at 4% or $179,697 at 6%; with 100% employer match about $202,159 at 4% or $134,773 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 20 | $1,461,797 | $186,454 | $9,323iApproximate average salary by contribution assumption: employee only about $233,068 at 4% or $155,378 at 6%; with 50% employer match about $155,378 at 4% or $103,586 at 6%; with 100% employer match about $116,534 at 4% or $77,689 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 9 | $846,814 | $137,000 | $15,222iApproximate average salary by contribution assumption: employee only about $380,556 at 4% or $253,704 at 6%; with 50% employer match about $253,704 at 4% or $169,136 at 6%; with 100% employer match about $190,278 at 4% or $126,852 at 6%. |
| 2016 | 2 | 19 | $1,706,491 | $398,431 | $20,970iApproximate average salary by contribution assumption: employee only about $524,251 at 4% or $349,501 at 6%; with 50% employer match about $349,501 at 4% or $233,001 at 6%; with 100% employer match about $262,126 at 4% or $174,750 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 19 | $1,072,264 | $190,431 | $10,023iApproximate average salary by contribution assumption: employee only about $250,567 at 4% or $167,045 at 6%; with 50% employer match about $167,045 at 4% or $111,363 at 6%; with 100% employer match about $125,284 at 4% or $83,522 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 9 | $634,227 | $208,000 | $23,111iApproximate average salary by contribution assumption: employee only about $577,778 at 4% or $385,185 at 6%; with 50% employer match about $385,185 at 4% or $256,790 at 6%; with 100% employer match about $288,889 at 4% or $192,593 at 6%. |
| 2015 | 2 | 18 | $1,177,952 | $384,132 | $21,341iApproximate average salary by contribution assumption: employee only about $533,517 at 4% or $355,678 at 6%; with 50% employer match about $355,678 at 4% or $237,119 at 6%; with 100% employer match about $266,758 at 4% or $177,839 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 18 | $776,079 | $179,132 | $9,952iApproximate average salary by contribution assumption: employee only about $248,794 at 4% or $165,863 at 6%; with 50% employer match about $165,863 at 4% or $110,575 at 6%; with 100% employer match about $124,397 at 4% or $82,931 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 9 | $401,873 | $205,000 | $22,778iApproximate average salary by contribution assumption: employee only about $569,444 at 4% or $379,630 at 6%; with 50% employer match about $379,630 at 4% or $253,086 at 6%; with 100% employer match about $284,722 at 4% or $189,815 at 6%. |
| 2014 | 2 | 10 | $886,837 | $268,236 | $26,824iApproximate average salary by contribution assumption: employee only about $670,590 at 4% or $447,060 at 6%; with 50% employer match about $447,060 at 4% or $298,040 at 6%; with 100% employer match about $335,295 at 4% or $223,530 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 10 | $684,837 | $66,236 | $6,624iApproximate average salary by contribution assumption: employee only about $165,590 at 4% or $110,393 at 6%; with 50% employer match about $110,393 at 4% or $73,596 at 6%; with 100% employer match about $82,795 at 4% or $55,197 at 6%. |
| James E. Arnold & Associates, Lpa Cash Balance Plan | - | 10 | $202,000 | $202,000 | $20,200iApproximate average salary by contribution assumption: employee only about $505,000 at 4% or $336,667 at 6%; with 50% employer match about $336,667 at 4% or $224,444 at 6%; with 100% employer match about $252,500 at 4% or $168,333 at 6%. |
| 2013 | 1 | 13 | $1,190,592 | $65,593 | $5,046iApproximate average salary by contribution assumption: employee only about $126,140 at 4% or $84,094 at 6%; with 50% employer match about $84,094 at 4% or $56,062 at 6%; with 100% employer match about $63,070 at 4% or $42,047 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 13 | $1,190,592 | $65,593 | $5,046iApproximate average salary by contribution assumption: employee only about $126,140 at 4% or $84,094 at 6%; with 50% employer match about $84,094 at 4% or $56,062 at 6%; with 100% employer match about $63,070 at 4% or $42,047 at 6%. |
| 2012 | 1 | 13 | $899,849 | $63,750 | $4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 13 | $899,849 | $63,750 | $4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%. |
| 2011 | 1 | 11 | $846,358 | $63,351 | $5,759iApproximate average salary by contribution assumption: employee only about $143,980 at 4% or $95,986 at 6%; with 50% employer match about $95,986 at 4% or $63,991 at 6%; with 100% employer match about $71,990 at 4% or $47,993 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 11 | $846,358 | $63,351 | $5,759iApproximate average salary by contribution assumption: employee only about $143,980 at 4% or $95,986 at 6%; with 50% employer match about $95,986 at 4% or $63,991 at 6%; with 100% employer match about $71,990 at 4% or $47,993 at 6%. |
| 2010 | 1 | 11 | $828,976 | $139,115 | $12,647iApproximate average salary by contribution assumption: employee only about $316,170 at 4% or $210,780 at 6%; with 50% employer match about $210,780 at 4% or $140,520 at 6%; with 100% employer match about $158,085 at 4% or $105,390 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 11 | $828,976 | $139,115 | $12,647iApproximate average salary by contribution assumption: employee only about $316,170 at 4% or $210,780 at 6%; with 50% employer match about $210,780 at 4% or $140,520 at 6%; with 100% employer match about $158,085 at 4% or $105,390 at 6%. |
| 2009 | 1 | 9 | $743,091 | $85,062 | $9,451iApproximate average salary by contribution assumption: employee only about $236,283 at 4% or $157,522 at 6%; with 50% employer match about $157,522 at 4% or $105,015 at 6%; with 100% employer match about $118,142 at 4% or $78,761 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401(K) PLAN AND TRUST | - | 9 | $743,091 | $85,062 | $9,451iApproximate average salary by contribution assumption: employee only about $236,283 at 4% or $157,522 at 6%; with 50% employer match about $157,522 at 4% or $105,015 at 6%; with 100% employer match about $118,142 at 4% or $78,761 at 6%. |
| 2008 | 1 | 8 | $516,438 | $212,078 | $26,510iApproximate average salary by contribution assumption: employee only about $662,744 at 4% or $441,829 at 6%; with 50% employer match about $441,829 at 4% or $294,553 at 6%; with 100% employer match about $331,372 at 4% or $220,915 at 6%. |
| JAMES E. ARNOLD & ASSOCIATES, LPA 401K PLAN AND TRUST | - | 8 | $516,438 | $212,078 | $26,510iApproximate average salary by contribution assumption: employee only about $662,744 at 4% or $441,829 at 6%; with 50% employer match about $441,829 at 4% or $294,553 at 6%; with 100% employer match about $331,372 at 4% or $220,915 at 6%. |