Civic Intelligence

James Enterprises LLC

Plan context: James Enterprises LLC Retirement Trust

EIN 27-4188155 • Arley, AL • 14 filings • 2 plans

1176 Arley Landing DriveArley, AL 35541
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$975,043

2024 Contributions

$31,918

Historical Graphs

Total Assets Over Time

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

$975,043$487,522$0201120182024YearValue
$975,043Latest year 2024

Participants Over Time

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

840201120182024YearValue
7Latest 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
202417$975,043$31,918$4,560iApproximate average salary by contribution assumption: employee only about $113,993 at 4% or $75,995 at 6%; with 50% employer match about $75,995 at 4% or $50,663 at 6%; with 100% employer match about $56,996 at 4% or $37,998 at 6%.
James Enterprises LLC Retirement Trust-7$975,043$31,918$4,560iApproximate average salary by contribution assumption: employee only about $113,993 at 4% or $75,995 at 6%; with 50% employer match about $75,995 at 4% or $50,663 at 6%; with 100% employer match about $56,996 at 4% or $37,998 at 6%.
202318$846,502$41,949$5,244iApproximate average salary by contribution assumption: employee only about $131,091 at 4% or $87,394 at 6%; with 50% employer match about $87,394 at 4% or $58,263 at 6%; with 100% employer match about $65,545 at 4% or $43,697 at 6%.
James Enterprises LLC Retirement Trust-8$846,502$41,949$5,244iApproximate average salary by contribution assumption: employee only about $131,091 at 4% or $87,394 at 6%; with 50% employer match about $87,394 at 4% or $58,263 at 6%; with 100% employer match about $65,545 at 4% or $43,697 at 6%.
202217$719,510$34,797$4,971iApproximate average salary by contribution assumption: employee only about $124,275 at 4% or $82,850 at 6%; with 50% employer match about $82,850 at 4% or $55,233 at 6%; with 100% employer match about $62,138 at 4% or $41,425 at 6%.
James Enterprises LLC Retirement Trust-7$719,510$34,797$4,971iApproximate average salary by contribution assumption: employee only about $124,275 at 4% or $82,850 at 6%; with 50% employer match about $82,850 at 4% or $55,233 at 6%; with 100% employer match about $62,138 at 4% or $41,425 at 6%.
202115$796,116$31,310$6,262iApproximate average salary by contribution assumption: employee only about $156,550 at 4% or $104,367 at 6%; with 50% employer match about $104,367 at 4% or $69,578 at 6%; with 100% employer match about $78,275 at 4% or $52,183 at 6%.
James Enterprises LLC Retirement Trust-5$796,116$31,310$6,262iApproximate average salary by contribution assumption: employee only about $156,550 at 4% or $104,367 at 6%; with 50% employer match about $104,367 at 4% or $69,578 at 6%; with 100% employer match about $78,275 at 4% or $52,183 at 6%.
202014$664,077$53,288$13,322iApproximate average salary by contribution assumption: employee only about $333,050 at 4% or $222,033 at 6%; with 50% employer match about $222,033 at 4% or $148,022 at 6%; with 100% employer match about $166,525 at 4% or $111,017 at 6%.
James Enterprises LLC Retirement Trust-4$664,077$53,288$13,322iApproximate average salary by contribution assumption: employee only about $333,050 at 4% or $222,033 at 6%; with 50% employer match about $222,033 at 4% or $148,022 at 6%; with 100% employer match about $166,525 at 4% or $111,017 at 6%.
201917$503,711$51,975$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
James Enterprises LLC Retirement Trust-7$503,711$51,975$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
201817$400,064$28,750$4,107iApproximate average salary by contribution assumption: employee only about $102,679 at 4% or $68,452 at 6%; with 50% employer match about $68,452 at 4% or $45,635 at 6%; with 100% employer match about $51,339 at 4% or $34,226 at 6%.
James Enterprises LLC Retirement Trust-7$400,064$28,750$4,107iApproximate average salary by contribution assumption: employee only about $102,679 at 4% or $68,452 at 6%; with 50% employer match about $68,452 at 4% or $45,635 at 6%; with 100% employer match about $51,339 at 4% or $34,226 at 6%.
201717$406,414$90,752$12,965iApproximate average salary by contribution assumption: employee only about $324,114 at 4% or $216,076 at 6%; with 50% employer match about $216,076 at 4% or $144,051 at 6%; with 100% employer match about $162,057 at 4% or $108,038 at 6%.
James Enterprises LLC Retirement Trust-7$406,414$90,752$12,965iApproximate average salary by contribution assumption: employee only about $324,114 at 4% or $216,076 at 6%; with 50% employer match about $216,076 at 4% or $144,051 at 6%; with 100% employer match about $162,057 at 4% or $108,038 at 6%.
201617$259,299$62,575$8,939iApproximate average salary by contribution assumption: employee only about $223,482 at 4% or $148,988 at 6%; with 50% employer match about $148,988 at 4% or $99,325 at 6%; with 100% employer match about $111,741 at 4% or $74,494 at 6%.
James Enterprises LLC Retirement Trust-7$259,299$62,575$8,939iApproximate average salary by contribution assumption: employee only about $223,482 at 4% or $148,988 at 6%; with 50% employer match about $148,988 at 4% or $99,325 at 6%; with 100% employer match about $111,741 at 4% or $74,494 at 6%.
201514$204,581$57,467$14,367iApproximate average salary by contribution assumption: employee only about $359,169 at 4% or $239,446 at 6%; with 50% employer match about $239,446 at 4% or $159,631 at 6%; with 100% employer match about $179,584 at 4% or $119,723 at 6%.
James Enterprises LLC Retirement Trust-4$204,581$57,467$14,367iApproximate average salary by contribution assumption: employee only about $359,169 at 4% or $239,446 at 6%; with 50% employer match about $239,446 at 4% or $159,631 at 6%; with 100% employer match about $179,584 at 4% or $119,723 at 6%.
201414$142,278$72,018$18,005iApproximate average salary by contribution assumption: employee only about $450,113 at 4% or $300,075 at 6%; with 50% employer match about $300,075 at 4% or $200,050 at 6%; with 100% employer match about $225,056 at 4% or $150,038 at 6%.
James Enterprises LLC Retirement Trust-4$142,278$72,018$18,005iApproximate average salary by contribution assumption: employee only about $450,113 at 4% or $300,075 at 6%; with 50% employer match about $300,075 at 4% or $200,050 at 6%; with 100% employer match about $225,056 at 4% or $150,038 at 6%.
201314$65,350$42,260$10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,063 at 4% or $88,042 at 6%.
James Enterprises LLC Retirement Trust-4$65,350$42,260$10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,063 at 4% or $88,042 at 6%.
201213$15,967$12,736$4,245iApproximate average salary by contribution assumption: employee only about $106,133 at 4% or $70,756 at 6%; with 50% employer match about $70,756 at 4% or $47,170 at 6%; with 100% employer match about $53,067 at 4% or $35,378 at 6%.
James Enterprises LLC Retirement Trust-3$15,967$12,736$4,245iApproximate average salary by contribution assumption: employee only about $106,133 at 4% or $70,756 at 6%; with 50% employer match about $70,756 at 4% or $47,170 at 6%; with 100% employer match about $53,067 at 4% or $35,378 at 6%.
201113$2,087$2,100$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
James Enterprises LLC Retirement Trust-3$2,087$2,100$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.