Mcgoodwin James & Co
Plan context: Mcgoodwin James & Co 401(K) P/S Plan
EIN 33-0540280 • Encinitas, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$83,036
2024 Contributions
$11,277
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $83,036 | $11,277 | $2,255iApproximate average salary by contribution assumption: employee only about $56,385 at 4% or $37,590 at 6%; with 50% employer match about $37,590 at 4% or $25,060 at 6%; with 100% employer match about $28,193 at 4% or $18,795 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 5 | $83,036 | $11,277 | $2,255iApproximate average salary by contribution assumption: employee only about $56,385 at 4% or $37,590 at 6%; with 50% employer match about $37,590 at 4% or $25,060 at 6%; with 100% employer match about $28,193 at 4% or $18,795 at 6%. |
| 2023 | 1 | 4 | $66,021 | $525 | $131iApproximate average salary by contribution assumption: employee only about $3,281 at 4% or $2,188 at 6%; with 50% employer match about $2,188 at 4% or $1,458 at 6%; with 100% employer match about $1,641 at 4% or $1,094 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 4 | $66,021 | $525 | $131iApproximate average salary by contribution assumption: employee only about $3,281 at 4% or $2,188 at 6%; with 50% employer match about $2,188 at 4% or $1,458 at 6%; with 100% employer match about $1,641 at 4% or $1,094 at 6%. |
| 2021 | 1 | 4 | $59,259 | $12,600 | $3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 4 | $59,259 | $12,600 | $3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%. |
| 2020 | 1 | 3 | $42,101 | $20,739 | $6,913iApproximate average salary by contribution assumption: employee only about $172,825 at 4% or $115,217 at 6%; with 50% employer match about $115,217 at 4% or $76,811 at 6%; with 100% employer match about $86,413 at 4% or $57,608 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 3 | $42,101 | $20,739 | $6,913iApproximate average salary by contribution assumption: employee only about $172,825 at 4% or $115,217 at 6%; with 50% employer match about $115,217 at 4% or $76,811 at 6%; with 100% employer match about $86,413 at 4% or $57,608 at 6%. |
| 2019 | 1 | 3 | $17,163 | $5,440 | $1,813iApproximate average salary by contribution assumption: employee only about $45,333 at 4% or $30,222 at 6%; with 50% employer match about $30,222 at 4% or $20,148 at 6%; with 100% employer match about $22,667 at 4% or $15,111 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 3 | $17,163 | $5,440 | $1,813iApproximate average salary by contribution assumption: employee only about $45,333 at 4% or $30,222 at 6%; with 50% employer match about $30,222 at 4% or $20,148 at 6%; with 100% employer match about $22,667 at 4% or $15,111 at 6%. |
| 2018 | 1 | 3 | $35,085 | $0 | - |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 3 | $35,085 | $0 | - |
| 2017 | 1 | 3 | $38,341 | $1,450 | $483iApproximate average salary by contribution assumption: employee only about $12,083 at 4% or $8,056 at 6%; with 50% employer match about $8,056 at 4% or $5,370 at 6%; with 100% employer match about $6,042 at 4% or $4,028 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 3 | $38,341 | $1,450 | $483iApproximate average salary by contribution assumption: employee only about $12,083 at 4% or $8,056 at 6%; with 50% employer match about $8,056 at 4% or $5,370 at 6%; with 100% employer match about $6,042 at 4% or $4,028 at 6%. |
| 2016 | 1 | 3 | $35,002 | $18,290 | $6,097iApproximate average salary by contribution assumption: employee only about $152,417 at 4% or $101,611 at 6%; with 50% employer match about $101,611 at 4% or $67,741 at 6%; with 100% employer match about $76,208 at 4% or $50,806 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 3 | $35,002 | $18,290 | $6,097iApproximate average salary by contribution assumption: employee only about $152,417 at 4% or $101,611 at 6%; with 50% employer match about $101,611 at 4% or $67,741 at 6%; with 100% employer match about $76,208 at 4% or $50,806 at 6%. |
| 2015 | 1 | 4 | $14,811 | $15,187 | $3,797iApproximate average salary by contribution assumption: employee only about $94,919 at 4% or $63,279 at 6%; with 50% employer match about $63,279 at 4% or $42,186 at 6%; with 100% employer match about $47,459 at 4% or $31,640 at 6%. |
| Mcgoodwin James & Co 401(K) P/S Plan | - | 4 | $14,811 | $15,187 | $3,797iApproximate average salary by contribution assumption: employee only about $94,919 at 4% or $63,279 at 6%; with 50% employer match about $63,279 at 4% or $42,186 at 6%; with 100% employer match about $47,459 at 4% or $31,640 at 6%. |