Civic Intelligence

Addison James Incorporated

Plan context: Addison James Inc. 401(K) Plan

EIN 27-2380153 • Fresno, CA • 10 filings • 2 plans

4965 E Pontiac Way Ste 101Fresno, CA 93727-7449
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,283,718

2024 Contributions

$125,864

Historical Graphs

Total Assets Over Time

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

$1,283,718$641,859$0201520202024YearValue
$1,283,718Latest year 2024

Participants Over Time

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

630201520202024YearValue
6Latest 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
202416$1,283,718$125,864$20,977iApproximate average salary by contribution assumption: employee only about $524,433 at 4% or $349,622 at 6%; with 50% employer match about $349,622 at 4% or $233,081 at 6%; with 100% employer match about $262,217 at 4% or $174,811 at 6%.
Addison James Inc. 401(K) Plan-6$1,283,718$125,864$20,977iApproximate average salary by contribution assumption: employee only about $524,433 at 4% or $349,622 at 6%; with 50% employer match about $349,622 at 4% or $233,081 at 6%; with 100% employer match about $262,217 at 4% or $174,811 at 6%.
202316$985,878$115,072$19,179iApproximate average salary by contribution assumption: employee only about $479,467 at 4% or $319,644 at 6%; with 50% employer match about $319,644 at 4% or $213,096 at 6%; with 100% employer match about $239,733 at 4% or $159,822 at 6%.
Addison James Inc. 401(K) Plan-6$985,878$115,072$19,179iApproximate average salary by contribution assumption: employee only about $479,467 at 4% or $319,644 at 6%; with 50% employer match about $319,644 at 4% or $213,096 at 6%; with 100% employer match about $239,733 at 4% or $159,822 at 6%.
202216$716,199$70,198$11,700iApproximate average salary by contribution assumption: employee only about $292,492 at 4% or $194,994 at 6%; with 50% employer match about $194,994 at 4% or $129,996 at 6%; with 100% employer match about $146,246 at 4% or $97,497 at 6%.
Addison James Inc. 401(K) Plan-6$716,199$70,198$11,700iApproximate average salary by contribution assumption: employee only about $292,492 at 4% or $194,994 at 6%; with 50% employer match about $194,994 at 4% or $129,996 at 6%; with 100% employer match about $146,246 at 4% or $97,497 at 6%.
202116$811,403$62,435$10,406iApproximate average salary by contribution assumption: employee only about $260,146 at 4% or $173,431 at 6%; with 50% employer match about $173,431 at 4% or $115,620 at 6%; with 100% employer match about $130,073 at 4% or $86,715 at 6%.
Addison James Inc. 401(K) Plan-6$811,403$62,435$10,406iApproximate average salary by contribution assumption: employee only about $260,146 at 4% or $173,431 at 6%; with 50% employer match about $173,431 at 4% or $115,620 at 6%; with 100% employer match about $130,073 at 4% or $86,715 at 6%.
202016$640,032$84,081$14,014iApproximate average salary by contribution assumption: employee only about $350,338 at 4% or $233,558 at 6%; with 50% employer match about $233,558 at 4% or $155,706 at 6%; with 100% employer match about $175,169 at 4% or $116,779 at 6%.
Addison James Inc. 401(K) Plan-6$640,032$84,081$14,014iApproximate average salary by contribution assumption: employee only about $350,338 at 4% or $233,558 at 6%; with 50% employer match about $233,558 at 4% or $155,706 at 6%; with 100% employer match about $175,169 at 4% or $116,779 at 6%.
201916$472,609$75,418$12,570iApproximate average salary by contribution assumption: employee only about $314,242 at 4% or $209,494 at 6%; with 50% employer match about $209,494 at 4% or $139,663 at 6%; with 100% employer match about $157,121 at 4% or $104,747 at 6%.
Addison James Inc. 401(K) Plan-6$472,609$75,418$12,570iApproximate average salary by contribution assumption: employee only about $314,242 at 4% or $209,494 at 6%; with 50% employer match about $209,494 at 4% or $139,663 at 6%; with 100% employer match about $157,121 at 4% or $104,747 at 6%.
201816$321,953$75,153$12,526iApproximate average salary by contribution assumption: employee only about $313,138 at 4% or $208,758 at 6%; with 50% employer match about $208,758 at 4% or $139,172 at 6%; with 100% employer match about $156,569 at 4% or $104,379 at 6%.
Addison James Inc. 401(K) Plan-6$321,953$75,153$12,526iApproximate average salary by contribution assumption: employee only about $313,138 at 4% or $208,758 at 6%; with 50% employer match about $208,758 at 4% or $139,172 at 6%; with 100% employer match about $156,569 at 4% or $104,379 at 6%.
201714$268,356$58,733$14,683iApproximate average salary by contribution assumption: employee only about $367,081 at 4% or $244,721 at 6%; with 50% employer match about $244,721 at 4% or $163,147 at 6%; with 100% employer match about $183,541 at 4% or $122,360 at 6%.
Addison James Inc. 401(K) Plan-4$268,356$58,733$14,683iApproximate average salary by contribution assumption: employee only about $367,081 at 4% or $244,721 at 6%; with 50% employer match about $244,721 at 4% or $163,147 at 6%; with 100% employer match about $183,541 at 4% or $122,360 at 6%.
201614$173,446$58,998$14,750iApproximate average salary by contribution assumption: employee only about $368,738 at 4% or $245,825 at 6%; with 50% employer match about $245,825 at 4% or $163,883 at 6%; with 100% employer match about $184,369 at 4% or $122,913 at 6%.
Addison James Inc. 401(K) Plan-4$173,446$58,998$14,750iApproximate average salary by contribution assumption: employee only about $368,738 at 4% or $245,825 at 6%; with 50% employer match about $245,825 at 4% or $163,883 at 6%; with 100% employer match about $184,369 at 4% or $122,913 at 6%.
201513$98,946$99,059$33,020iApproximate average salary by contribution assumption: employee only about $825,492 at 4% or $550,328 at 6%; with 50% employer match about $550,328 at 4% or $366,885 at 6%; with 100% employer match about $412,746 at 4% or $275,164 at 6%.
Addison James Inc. 401(K) Plan-3$98,946$99,059$33,020iApproximate average salary by contribution assumption: employee only about $825,492 at 4% or $550,328 at 6%; with 50% employer match about $550,328 at 4% or $366,885 at 6%; with 100% employer match about $412,746 at 4% or $275,164 at 6%.