Civic Intelligence

Mark James & Associates Inc.

Plan context: Mark James & Associates Inc 401K Profit Sharing Plan & Trust

EIN 32-0031504 • Oswego, IL • 5 filings • 2 plans

P. O. Box 429Oswego, IL 60543
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$59,104

2011 Contributions

$2,326

Historical Graphs

Total Assets Over Time

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

$166,376$83,188$0200720092010YearValue
$59,104Latest year 2010

Participants Over Time

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

530200720092010YearValue
4Latest year 2010

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
201110$0$2,326-
Mark James & Associates Inc 401K Profit Sharing Plan & Trust-0$0$2,326-
201014$59,104$8,339$2,085iApproximate average salary by contribution assumption: employee only about $52,119 at 4% or $34,746 at 6%; with 50% employer match about $34,746 at 4% or $23,164 at 6%; with 100% employer match about $26,059 at 4% or $17,373 at 6%.
Mark James & Associates Inc 401K Profit Sharing Plan & Trust-4$59,104$8,339$2,085iApproximate average salary by contribution assumption: employee only about $52,119 at 4% or $34,746 at 6%; with 50% employer match about $34,746 at 4% or $23,164 at 6%; with 100% employer match about $26,059 at 4% or $17,373 at 6%.
200915$166,376$55,046$11,009iApproximate average salary by contribution assumption: employee only about $275,230 at 4% or $183,487 at 6%; with 50% employer match about $183,487 at 4% or $122,324 at 6%; with 100% employer match about $137,615 at 4% or $91,743 at 6%.
Mark James & Associates Inc 401K Profit Sharing Plan & Trust-5$166,376$55,046$11,009iApproximate average salary by contribution assumption: employee only about $275,230 at 4% or $183,487 at 6%; with 50% employer match about $183,487 at 4% or $122,324 at 6%; with 100% employer match about $137,615 at 4% or $91,743 at 6%.
200815$84,184$44,914$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
Mark James & Associates Inc 401K Profit Sharing Plan & Trust-5$84,184$44,914$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
200713$91,627$46,671$15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%.
Mark James & Associates Inc 401K Profit Sharing Plan & Trust-3$91,627$46,671$15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%.