Civic Intelligence

William James and Associates Ltd.

Plan context: William James and Associates Ltd., 401K Plan

EIN 36-3238044 • Wheaton, IL • 11 filings • 1 plans

209 East Liberty DriveWheaton, IL 60187-5413
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$203,552

2009 Contributions

$2,283

Historical Graphs

Total Assets Over Time

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

$803,217$401,609$0199920042008YearValue
$203,552Latest year 2008

Participants Over Time

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

1890199920042008YearValue
2Latest year 2008

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
200910$0$2,283-
William James and Associates Ltd., 401K Plan-0$0$2,283-
200812$203,552$12,971$6,486iApproximate average salary by contribution assumption: employee only about $162,138 at 4% or $108,092 at 6%; with 50% employer match about $108,092 at 4% or $72,061 at 6%; with 100% employer match about $81,069 at 4% or $54,046 at 6%.
William James and Associates Ltd., 401K Plan-2$203,552$12,971$6,486iApproximate average salary by contribution assumption: employee only about $162,138 at 4% or $108,092 at 6%; with 50% employer match about $108,092 at 4% or $72,061 at 6%; with 100% employer match about $81,069 at 4% or $54,046 at 6%.
200712$0$0-
William James and Associates Ltd., 401K Plan-2---
200613$600,774$40,034$13,345iApproximate average salary by contribution assumption: employee only about $333,617 at 4% or $222,411 at 6%; with 50% employer match about $222,411 at 4% or $148,274 at 6%; with 100% employer match about $166,808 at 4% or $111,206 at 6%.
William James and Associates Ltd., 401K Plan-3$600,774$40,034$13,345iApproximate average salary by contribution assumption: employee only about $333,617 at 4% or $222,411 at 6%; with 50% employer match about $222,411 at 4% or $148,274 at 6%; with 100% employer match about $166,808 at 4% or $111,206 at 6%.
200518$788,223$38,066$4,758iApproximate average salary by contribution assumption: employee only about $118,956 at 4% or $79,304 at 6%; with 50% employer match about $79,304 at 4% or $52,869 at 6%; with 100% employer match about $59,478 at 4% or $39,652 at 6%.
William James and Associates Ltd., 401K Plan-8$788,223$38,066$4,758iApproximate average salary by contribution assumption: employee only about $118,956 at 4% or $79,304 at 6%; with 50% employer match about $79,304 at 4% or $52,869 at 6%; with 100% employer match about $59,478 at 4% or $39,652 at 6%.
200417$803,217$36,468$5,210iApproximate average salary by contribution assumption: employee only about $130,243 at 4% or $86,829 at 6%; with 50% employer match about $86,829 at 4% or $57,886 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%.
William James and Associates Ltd., 401K Plan-7$803,217$36,468$5,210iApproximate average salary by contribution assumption: employee only about $130,243 at 4% or $86,829 at 6%; with 50% employer match about $86,829 at 4% or $57,886 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%.
200318$737,967$26,893$3,362iApproximate average salary by contribution assumption: employee only about $84,041 at 4% or $56,027 at 6%; with 50% employer match about $56,027 at 4% or $37,351 at 6%; with 100% employer match about $42,020 at 4% or $28,014 at 6%.
William James and Associates Ltd., 401K Plan-8$737,967$26,893$3,362iApproximate average salary by contribution assumption: employee only about $84,041 at 4% or $56,027 at 6%; with 50% employer match about $56,027 at 4% or $37,351 at 6%; with 100% employer match about $42,020 at 4% or $28,014 at 6%.
200218$511,039$30,640$3,830iApproximate average salary by contribution assumption: employee only about $95,750 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,556 at 6%; with 100% employer match about $47,875 at 4% or $31,917 at 6%.
William James and Associates Ltd., 401K Plan-8$511,039$30,640$3,830iApproximate average salary by contribution assumption: employee only about $95,750 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,556 at 6%; with 100% employer match about $47,875 at 4% or $31,917 at 6%.
2001118$0$0-
William James and Associates Ltd., 401K Plan-18---
2000114$689,417$68,993$4,928iApproximate average salary by contribution assumption: employee only about $123,202 at 4% or $82,135 at 6%; with 50% employer match about $82,135 at 4% or $54,756 at 6%; with 100% employer match about $61,601 at 4% or $41,067 at 6%.
William James and Associates Ltd., 401K Plan-14$689,417$68,993$4,928iApproximate average salary by contribution assumption: employee only about $123,202 at 4% or $82,135 at 6%; with 50% employer match about $82,135 at 4% or $54,756 at 6%; with 100% employer match about $61,601 at 4% or $41,067 at 6%.
1999113$728,161$111,954$8,612iApproximate average salary by contribution assumption: employee only about $215,296 at 4% or $143,531 at 6%; with 50% employer match about $143,531 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%.
William James and Associates Ltd., 401K Plan-13$728,161$111,954$8,612iApproximate average salary by contribution assumption: employee only about $215,296 at 4% or $143,531 at 6%; with 50% employer match about $143,531 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%.