Civic Intelligence

Broad James Shell

Plan context: BROAD AND JAMES INC SOCA BENEFIT PLAN

EIN 31-0962132 • Columbus, OH • 10 filings • 2 plans

4301 E 5th AveColumbus, OH 43219
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$38,506

2024 Contributions

$34,834

Historical Graphs

Total Assets Over Time

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

$154,445$77,223$0199920202023YearValue
$38,506Latest year 2023

Participants Over Time

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

29150199920202023YearValue
29Latest year 2023

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
202410$0$34,834-
BROAD AND JAMES INC SOCA BENEFIT PLAN-0$0$34,834-
2023129$38,506$250,089$8,624iApproximate average salary by contribution assumption: employee only about $215,594 at 4% or $143,729 at 6%; with 50% employer match about $143,729 at 4% or $95,820 at 6%; with 100% employer match about $107,797 at 4% or $71,865 at 6%.
BROAD AND JAMES INC SOCA BENEFIT PLAN-29$38,506$250,089$8,624iApproximate average salary by contribution assumption: employee only about $215,594 at 4% or $143,729 at 6%; with 50% employer match about $143,729 at 4% or $95,820 at 6%; with 100% employer match about $107,797 at 4% or $71,865 at 6%.
2022125$36,682$226,264$9,051iApproximate average salary by contribution assumption: employee only about $226,264 at 4% or $150,843 at 6%; with 50% employer match about $150,843 at 4% or $100,562 at 6%; with 100% employer match about $113,132 at 4% or $75,421 at 6%.
BROAD AND JAMES INC SOCA BENEFIT PLAN-25$36,682$226,264$9,051iApproximate average salary by contribution assumption: employee only about $226,264 at 4% or $150,843 at 6%; with 50% employer match about $150,843 at 4% or $100,562 at 6%; with 100% employer match about $113,132 at 4% or $75,421 at 6%.
2021126$24,427$204,873$7,880iApproximate average salary by contribution assumption: employee only about $196,993 at 4% or $131,329 at 6%; with 50% employer match about $131,329 at 4% or $87,553 at 6%; with 100% employer match about $98,497 at 4% or $65,664 at 6%.
BROAD AND JAMES INC SOCA BENEFIT PLAN-26$24,427$204,873$7,880iApproximate average salary by contribution assumption: employee only about $196,993 at 4% or $131,329 at 6%; with 50% employer match about $131,329 at 4% or $87,553 at 6%; with 100% employer match about $98,497 at 4% or $65,664 at 6%.
2020120$16,375$165,548$8,277iApproximate average salary by contribution assumption: employee only about $206,935 at 4% or $137,957 at 6%; with 50% employer match about $137,957 at 4% or $91,971 at 6%; with 100% employer match about $103,468 at 4% or $68,978 at 6%.
BROAD AND JAMES INC SOCA BENEFIT PLAN-20$16,375$165,548$8,277iApproximate average salary by contribution assumption: employee only about $206,935 at 4% or $137,957 at 6%; with 50% employer match about $137,957 at 4% or $91,971 at 6%; with 100% employer match about $103,468 at 4% or $68,978 at 6%.
201918$6,887$51,924$6,491iApproximate average salary by contribution assumption: employee only about $162,263 at 4% or $108,175 at 6%; with 50% employer match about $108,175 at 4% or $72,117 at 6%; with 100% employer match about $81,131 at 4% or $54,088 at 6%.
BROAD AND JAMES INC SOCA BENEFIT PLAN-8$6,887$51,924$6,491iApproximate average salary by contribution assumption: employee only about $162,263 at 4% or $108,175 at 6%; with 50% employer match about $108,175 at 4% or $72,117 at 6%; with 100% employer match about $81,131 at 4% or $54,088 at 6%.
200310$0$0-
Broad James Inc. 401K Savings Plan-0---
2002125$114,657$20,356$814iApproximate average salary by contribution assumption: employee only about $20,356 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,047 at 6%; with 100% employer match about $10,178 at 4% or $6,785 at 6%.
Broad James Inc. 401K Savings Plan-25$114,657$20,356$814iApproximate average salary by contribution assumption: employee only about $20,356 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,047 at 6%; with 100% employer match about $10,178 at 4% or $6,785 at 6%.
2000121$154,445$22,278$1,061iApproximate average salary by contribution assumption: employee only about $26,521 at 4% or $17,681 at 6%; with 50% employer match about $17,681 at 4% or $11,787 at 6%; with 100% employer match about $13,261 at 4% or $8,840 at 6%.
Broad James Inc. 401K Savings Plan-21$154,445$22,278$1,061iApproximate average salary by contribution assumption: employee only about $26,521 at 4% or $17,681 at 6%; with 50% employer match about $17,681 at 4% or $11,787 at 6%; with 100% employer match about $13,261 at 4% or $8,840 at 6%.
1999117$138,081$21,146$1,244iApproximate average salary by contribution assumption: employee only about $31,097 at 4% or $20,731 at 6%; with 50% employer match about $20,731 at 4% or $13,821 at 6%; with 100% employer match about $15,549 at 4% or $10,366 at 6%.
Broad James Inc. 401K Savings Plan-17$138,081$21,146$1,244iApproximate average salary by contribution assumption: employee only about $31,097 at 4% or $20,731 at 6%; with 50% employer match about $20,731 at 4% or $13,821 at 6%; with 100% employer match about $15,549 at 4% or $10,366 at 6%.