Civic Intelligence

James Capital Alliance

Plan context: James Capital Alliance Profit Sharing Plan & Trust

EIN 31-1343904 • Beavercreek, OH • 22 filings • 2 plans

1349 Fairground RoadBeavercreek, OH 45385
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$2,674,540

2021 Contributions

$131,479

Historical Graphs

Total Assets Over Time

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

$2,795,107$1,397,554$0200020112020YearValue
$2,674,540Latest year 2020

Participants Over Time

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

950200020102020YearValue
7Latest year 2020

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
202110$0$0-
James Capital Alliance Profit Sharing Plan & Trust-0$0--
202017$2,674,540$131,479$18,783iApproximate average salary by contribution assumption: employee only about $469,568 at 4% or $313,045 at 6%; with 50% employer match about $313,045 at 4% or $208,697 at 6%; with 100% employer match about $234,784 at 4% or $156,523 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-7$2,674,540$131,479$18,783iApproximate average salary by contribution assumption: employee only about $469,568 at 4% or $313,045 at 6%; with 50% employer match about $313,045 at 4% or $208,697 at 6%; with 100% employer match about $234,784 at 4% or $156,523 at 6%.
201918$2,591,849$155,819$19,477iApproximate average salary by contribution assumption: employee only about $486,934 at 4% or $324,623 at 6%; with 50% employer match about $324,623 at 4% or $216,415 at 6%; with 100% employer match about $243,467 at 4% or $162,311 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$2,591,849$155,819$19,477iApproximate average salary by contribution assumption: employee only about $486,934 at 4% or $324,623 at 6%; with 50% employer match about $324,623 at 4% or $216,415 at 6%; with 100% employer match about $243,467 at 4% or $162,311 at 6%.
201818$2,115,140$174,076$21,760iApproximate average salary by contribution assumption: employee only about $543,988 at 4% or $362,658 at 6%; with 50% employer match about $362,658 at 4% or $241,772 at 6%; with 100% employer match about $271,994 at 4% or $181,329 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$2,115,140$174,076$21,760iApproximate average salary by contribution assumption: employee only about $543,988 at 4% or $362,658 at 6%; with 50% employer match about $362,658 at 4% or $241,772 at 6%; with 100% employer match about $271,994 at 4% or $181,329 at 6%.
201719$2,795,107$216,667$24,074iApproximate average salary by contribution assumption: employee only about $601,853 at 4% or $401,235 at 6%; with 50% employer match about $401,235 at 4% or $267,490 at 6%; with 100% employer match about $300,926 at 4% or $200,618 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-9$2,795,107$216,667$24,074iApproximate average salary by contribution assumption: employee only about $601,853 at 4% or $401,235 at 6%; with 50% employer match about $401,235 at 4% or $267,490 at 6%; with 100% employer match about $300,926 at 4% or $200,618 at 6%.
201619$2,396,638$196,029$21,781iApproximate average salary by contribution assumption: employee only about $544,525 at 4% or $363,017 at 6%; with 50% employer match about $363,017 at 4% or $242,011 at 6%; with 100% employer match about $272,263 at 4% or $181,508 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-9$2,396,638$196,029$21,781iApproximate average salary by contribution assumption: employee only about $544,525 at 4% or $363,017 at 6%; with 50% employer match about $363,017 at 4% or $242,011 at 6%; with 100% employer match about $272,263 at 4% or $181,508 at 6%.
201518$2,051,979$194,265$24,283iApproximate average salary by contribution assumption: employee only about $607,078 at 4% or $404,719 at 6%; with 50% employer match about $404,719 at 4% or $269,813 at 6%; with 100% employer match about $303,539 at 4% or $202,359 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$2,051,979$194,265$24,283iApproximate average salary by contribution assumption: employee only about $607,078 at 4% or $404,719 at 6%; with 50% employer match about $404,719 at 4% or $269,813 at 6%; with 100% employer match about $303,539 at 4% or $202,359 at 6%.
201418$1,881,707$179,276$22,410iApproximate average salary by contribution assumption: employee only about $560,238 at 4% or $373,492 at 6%; with 50% employer match about $373,492 at 4% or $248,994 at 6%; with 100% employer match about $280,119 at 4% or $186,746 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$1,881,707$179,276$22,410iApproximate average salary by contribution assumption: employee only about $560,238 at 4% or $373,492 at 6%; with 50% employer match about $373,492 at 4% or $248,994 at 6%; with 100% employer match about $280,119 at 4% or $186,746 at 6%.
201319$1,603,652$177,959$19,773iApproximate average salary by contribution assumption: employee only about $494,331 at 4% or $329,554 at 6%; with 50% employer match about $329,554 at 4% or $219,702 at 6%; with 100% employer match about $247,165 at 4% or $164,777 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-9$1,603,652$177,959$19,773iApproximate average salary by contribution assumption: employee only about $494,331 at 4% or $329,554 at 6%; with 50% employer match about $329,554 at 4% or $219,702 at 6%; with 100% employer match about $247,165 at 4% or $164,777 at 6%.
201218$1,158,556$166,771$20,846iApproximate average salary by contribution assumption: employee only about $521,159 at 4% or $347,440 at 6%; with 50% employer match about $347,440 at 4% or $231,626 at 6%; with 100% employer match about $260,580 at 4% or $173,720 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$1,158,556$166,771$20,846iApproximate average salary by contribution assumption: employee only about $521,159 at 4% or $347,440 at 6%; with 50% employer match about $347,440 at 4% or $231,626 at 6%; with 100% employer match about $260,580 at 4% or $173,720 at 6%.
201118$942,860$153,154$19,144iApproximate average salary by contribution assumption: employee only about $478,606 at 4% or $319,071 at 6%; with 50% employer match about $319,071 at 4% or $212,714 at 6%; with 100% employer match about $239,303 at 4% or $159,535 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$942,860$153,154$19,144iApproximate average salary by contribution assumption: employee only about $478,606 at 4% or $319,071 at 6%; with 50% employer match about $319,071 at 4% or $212,714 at 6%; with 100% employer match about $239,303 at 4% or $159,535 at 6%.
201018$760,181$151,629$18,954iApproximate average salary by contribution assumption: employee only about $473,841 at 4% or $315,894 at 6%; with 50% employer match about $315,894 at 4% or $210,596 at 6%; with 100% employer match about $236,920 at 4% or $157,947 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$760,181$151,629$18,954iApproximate average salary by contribution assumption: employee only about $473,841 at 4% or $315,894 at 6%; with 50% employer match about $315,894 at 4% or $210,596 at 6%; with 100% employer match about $236,920 at 4% or $157,947 at 6%.
200918$528,587$139,101$17,388iApproximate average salary by contribution assumption: employee only about $434,691 at 4% or $289,794 at 6%; with 50% employer match about $289,794 at 4% or $193,196 at 6%; with 100% employer match about $217,345 at 4% or $144,897 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$528,587$139,101$17,388iApproximate average salary by contribution assumption: employee only about $434,691 at 4% or $289,794 at 6%; with 50% employer match about $289,794 at 4% or $193,196 at 6%; with 100% employer match about $217,345 at 4% or $144,897 at 6%.
200818$354,310$129,716$16,215iApproximate average salary by contribution assumption: employee only about $405,363 at 4% or $270,242 at 6%; with 50% employer match about $270,242 at 4% or $180,161 at 6%; with 100% employer match about $202,681 at 4% or $135,121 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$354,310$129,716$16,215iApproximate average salary by contribution assumption: employee only about $405,363 at 4% or $270,242 at 6%; with 50% employer match about $270,242 at 4% or $180,161 at 6%; with 100% employer match about $202,681 at 4% or $135,121 at 6%.
200718$264,915$79,874$9,984iApproximate average salary by contribution assumption: employee only about $249,606 at 4% or $166,404 at 6%; with 50% employer match about $166,404 at 4% or $110,936 at 6%; with 100% employer match about $124,803 at 4% or $83,202 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-8$264,915$79,874$9,984iApproximate average salary by contribution assumption: employee only about $249,606 at 4% or $166,404 at 6%; with 50% employer match about $166,404 at 4% or $110,936 at 6%; with 100% employer match about $124,803 at 4% or $83,202 at 6%.
200615$198,996$88,684$17,737iApproximate average salary by contribution assumption: employee only about $443,420 at 4% or $295,613 at 6%; with 50% employer match about $295,613 at 4% or $197,076 at 6%; with 100% employer match about $221,710 at 4% or $147,807 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-5$198,996$88,684$17,737iApproximate average salary by contribution assumption: employee only about $443,420 at 4% or $295,613 at 6%; with 50% employer match about $295,613 at 4% or $197,076 at 6%; with 100% employer match about $221,710 at 4% or $147,807 at 6%.
200516$102,860$20,444$3,407iApproximate average salary by contribution assumption: employee only about $85,183 at 4% or $56,789 at 6%; with 50% employer match about $56,789 at 4% or $37,859 at 6%; with 100% employer match about $42,592 at 4% or $28,394 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-6$102,860$20,444$3,407iApproximate average salary by contribution assumption: employee only about $85,183 at 4% or $56,789 at 6%; with 50% employer match about $56,789 at 4% or $37,859 at 6%; with 100% employer match about $42,592 at 4% or $28,394 at 6%.
200416$75,807$11,243$1,874iApproximate average salary by contribution assumption: employee only about $46,846 at 4% or $31,231 at 6%; with 50% employer match about $31,231 at 4% or $20,820 at 6%; with 100% employer match about $23,423 at 4% or $15,615 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-6$75,807$11,243$1,874iApproximate average salary by contribution assumption: employee only about $46,846 at 4% or $31,231 at 6%; with 50% employer match about $31,231 at 4% or $20,820 at 6%; with 100% employer match about $23,423 at 4% or $15,615 at 6%.
200315$55,373$3,468$694iApproximate average salary by contribution assumption: employee only about $17,340 at 4% or $11,560 at 6%; with 50% employer match about $11,560 at 4% or $7,707 at 6%; with 100% employer match about $8,670 at 4% or $5,780 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-5$55,373$3,468$694iApproximate average salary by contribution assumption: employee only about $17,340 at 4% or $11,560 at 6%; with 50% employer match about $11,560 at 4% or $7,707 at 6%; with 100% employer match about $8,670 at 4% or $5,780 at 6%.
200215$40,338$3,507$701iApproximate average salary by contribution assumption: employee only about $17,535 at 4% or $11,690 at 6%; with 50% employer match about $11,690 at 4% or $7,793 at 6%; with 100% employer match about $8,768 at 4% or $5,845 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-5$40,338$3,507$701iApproximate average salary by contribution assumption: employee only about $17,535 at 4% or $11,690 at 6%; with 50% employer match about $11,690 at 4% or $7,793 at 6%; with 100% employer match about $8,768 at 4% or $5,845 at 6%.
200115$0$0-
James Capital Alliance Profit Sharing Plan & Trust-5---
200016$45,806$3,526$588iApproximate average salary by contribution assumption: employee only about $14,692 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,530 at 6%; with 100% employer match about $7,346 at 4% or $4,897 at 6%.
James Capital Alliance Profit Sharing Plan & Trust-6$45,806$3,526$588iApproximate average salary by contribution assumption: employee only about $14,692 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,530 at 6%; with 100% employer match about $7,346 at 4% or $4,897 at 6%.