Civic Intelligence

Charles S. James, D.D.S. Ltd.

Plan context: Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust

EIN 36-2693561 • 26 filings • 3 plans

Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$2,910,748

2025 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$2,954,696$1,477,348$0200020132025YearValue
$2,910,748Latest year 2025

Participants Over Time

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

320200020132025YearValue
1Latest year 2025

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
202511$2,910,748$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,910,748--
202411$2,826,006$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,826,006--
202311$2,570,662$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,570,662--
202211$2,329,766$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,329,766--
202111$2,954,696$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,954,696--
202011$2,589,837$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,589,837--
201911$2,285,420$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,285,420--
201811$1,943,105$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$1,943,105--
201711$2,207,753$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-1$2,207,753--
201612$2,206,499$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,206,499--
201512$2,120,685$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,120,685--
201412$2,250,556$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,250,556--
201312$2,303,250$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,303,250--
201212$1,949,435$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,949,435--
201112$1,814,783$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,814,783--
201012$1,916,644$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,916,644--
200912$1,797,091$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,797,091--
200812$1,917,334$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,917,334--
200712$2,201,626$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,201,626--
200612$2,205,929$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,205,929--
200512$2,088,067$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,088,067--
200412$2,097,198$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$2,097,198--
200312$1,970,003$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,970,003--
200212$1,602,792$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,602,792--
200112$1,958,428$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-2$1,958,428--
200013$2,335,409$0-
Amended Charles S. James, D.D.S. Ltd. Pension Plan and Trust-3$2,335,409--