Civic Intelligence

Joseph James & Associates

Plan context: Joseph James & Associates Profit Sharing Plan

EIN 31-1293853 • Dublin, OH • 12 filings • 2 plans

5880 Sawmill Road, Suite 150Dublin, OH 43017
Current Snapshot

Latest Year

2010

2010 Participants

15

2010 Assets

$600,870

2010 Contributions

$27,403

Historical Graphs

Total Assets Over Time

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

$698,201$349,101$0199920052009YearValue
$600,870Latest year 2009

Participants Over Time

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

1580199920052009YearValue
15Latest year 2009

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
201010$0$27,403-
Joseph James & Associates Profit Sharing Plan-0$0$27,403-
2009115$600,870$81,139$5,409iApproximate average salary by contribution assumption: employee only about $135,232 at 4% or $90,154 at 6%; with 50% employer match about $90,154 at 4% or $60,103 at 6%; with 100% employer match about $67,616 at 4% or $45,077 at 6%.
Joseph James & Associates Profit Sharing Plan-15$600,870$81,139$5,409iApproximate average salary by contribution assumption: employee only about $135,232 at 4% or $90,154 at 6%; with 50% employer match about $90,154 at 4% or $60,103 at 6%; with 100% employer match about $67,616 at 4% or $45,077 at 6%.
2008111$513,793$107,685$9,790iApproximate average salary by contribution assumption: employee only about $244,739 at 4% or $163,159 at 6%; with 50% employer match about $163,159 at 4% or $108,773 at 6%; with 100% employer match about $122,369 at 4% or $81,580 at 6%.
Joseph James & Associates Profit Sharing Plan-11$513,793$107,685$9,790iApproximate average salary by contribution assumption: employee only about $244,739 at 4% or $163,159 at 6%; with 50% employer match about $163,159 at 4% or $108,773 at 6%; with 100% employer match about $122,369 at 4% or $81,580 at 6%.
200719$698,201$74,480$8,276iApproximate average salary by contribution assumption: employee only about $206,889 at 4% or $137,926 at 6%; with 50% employer match about $137,926 at 4% or $91,951 at 6%; with 100% employer match about $103,444 at 4% or $68,963 at 6%.
Joseph James & Associates Profit Sharing Plan-9$698,201$74,480$8,276iApproximate average salary by contribution assumption: employee only about $206,889 at 4% or $137,926 at 6%; with 50% employer match about $137,926 at 4% or $91,951 at 6%; with 100% employer match about $103,444 at 4% or $68,963 at 6%.
200618$596,345$77,936$9,742iApproximate average salary by contribution assumption: employee only about $243,550 at 4% or $162,367 at 6%; with 50% employer match about $162,367 at 4% or $108,244 at 6%; with 100% employer match about $121,775 at 4% or $81,183 at 6%.
Joseph James & Associates Profit Sharing Plan-8$596,345$77,936$9,742iApproximate average salary by contribution assumption: employee only about $243,550 at 4% or $162,367 at 6%; with 50% employer match about $162,367 at 4% or $108,244 at 6%; with 100% employer match about $121,775 at 4% or $81,183 at 6%.
2005111$569,556$82,914$7,538iApproximate average salary by contribution assumption: employee only about $188,441 at 4% or $125,627 at 6%; with 50% employer match about $125,627 at 4% or $83,752 at 6%; with 100% employer match about $94,220 at 4% or $62,814 at 6%.
Joseph James & Associates Profit Sharing Plan-11$569,556$82,914$7,538iApproximate average salary by contribution assumption: employee only about $188,441 at 4% or $125,627 at 6%; with 50% employer match about $125,627 at 4% or $83,752 at 6%; with 100% employer match about $94,220 at 4% or $62,814 at 6%.
2004111$514,614$131,641$11,967iApproximate average salary by contribution assumption: employee only about $299,184 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,971 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%.
Joseph James & Associates Profit Sharing Plan-11$514,614$131,641$11,967iApproximate average salary by contribution assumption: employee only about $299,184 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,971 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%.
200316$341,768$100,156$16,693iApproximate average salary by contribution assumption: employee only about $417,317 at 4% or $278,211 at 6%; with 50% employer match about $278,211 at 4% or $185,474 at 6%; with 100% employer match about $208,658 at 4% or $139,106 at 6%.
Joseph James & Associates Profit Sharing Plan-6$341,768$100,156$16,693iApproximate average salary by contribution assumption: employee only about $417,317 at 4% or $278,211 at 6%; with 50% employer match about $278,211 at 4% or $185,474 at 6%; with 100% employer match about $208,658 at 4% or $139,106 at 6%.
200216$197,813$83,408$13,901iApproximate average salary by contribution assumption: employee only about $347,533 at 4% or $231,689 at 6%; with 50% employer match about $231,689 at 4% or $154,459 at 6%; with 100% employer match about $173,767 at 4% or $115,844 at 6%.
Joseph James & Associates Profit Sharing Plan-6$197,813$83,408$13,901iApproximate average salary by contribution assumption: employee only about $347,533 at 4% or $231,689 at 6%; with 50% employer match about $231,689 at 4% or $154,459 at 6%; with 100% employer match about $173,767 at 4% or $115,844 at 6%.
200110$0$0-
Joseph James & Associates Profit Sharing Plan-0---
200013$0$0-
Joseph James & Associates Profit Sharing Plan-3---
199914$87,944$42,784$10,696iApproximate average salary by contribution assumption: employee only about $267,400 at 4% or $178,267 at 6%; with 50% employer match about $178,267 at 4% or $118,844 at 6%; with 100% employer match about $133,700 at 4% or $89,133 at 6%.
Joseph James & Associates Profit Sharing Plan-4$87,944$42,784$10,696iApproximate average salary by contribution assumption: employee only about $267,400 at 4% or $178,267 at 6%; with 50% employer match about $178,267 at 4% or $118,844 at 6%; with 100% employer match about $133,700 at 4% or $89,133 at 6%.