H. James and Sons Inc.
Plan context: H. James and Sons 401(K) Profit Sharing Plan
EIN 39-1029696 • Fennimore, WI • 25 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$3,783,812
2025 Contributions
$296,526
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,783,812 | $296,526 | $24,711iApproximate average salary by contribution assumption: employee only about $617,763 at 4% or $411,842 at 6%; with 50% employer match about $411,842 at 4% or $274,561 at 6%; with 100% employer match about $308,881 at 4% or $205,921 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 12 | $3,783,812 | $296,526 | $24,711iApproximate average salary by contribution assumption: employee only about $617,763 at 4% or $411,842 at 6%; with 50% employer match about $411,842 at 4% or $274,561 at 6%; with 100% employer match about $308,881 at 4% or $205,921 at 6%. |
| 2024 | 1 | 10 | $4,072,083 | $240,248 | $24,025iApproximate average salary by contribution assumption: employee only about $600,620 at 4% or $400,413 at 6%; with 50% employer match about $400,413 at 4% or $266,942 at 6%; with 100% employer match about $300,310 at 4% or $200,207 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 10 | $4,072,083 | $240,248 | $24,025iApproximate average salary by contribution assumption: employee only about $600,620 at 4% or $400,413 at 6%; with 50% employer match about $400,413 at 4% or $266,942 at 6%; with 100% employer match about $300,310 at 4% or $200,207 at 6%. |
| 2023 | 1 | 5 | $3,422,424 | $98,520 | $19,704iApproximate average salary by contribution assumption: employee only about $492,600 at 4% or $328,400 at 6%; with 50% employer match about $328,400 at 4% or $218,933 at 6%; with 100% employer match about $246,300 at 4% or $164,200 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 5 | $3,422,424 | $98,520 | $19,704iApproximate average salary by contribution assumption: employee only about $492,600 at 4% or $328,400 at 6%; with 50% employer match about $328,400 at 4% or $218,933 at 6%; with 100% employer match about $246,300 at 4% or $164,200 at 6%. |
| 2022 | 1 | 6 | $2,956,559 | $208,666 | $34,778iApproximate average salary by contribution assumption: employee only about $869,442 at 4% or $579,628 at 6%; with 50% employer match about $579,628 at 4% or $386,419 at 6%; with 100% employer match about $434,721 at 4% or $289,814 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 6 | $2,956,559 | $208,666 | $34,778iApproximate average salary by contribution assumption: employee only about $869,442 at 4% or $579,628 at 6%; with 50% employer match about $579,628 at 4% or $386,419 at 6%; with 100% employer match about $434,721 at 4% or $289,814 at 6%. |
| 2021 | 1 | 6 | $3,356,608 | $182,222 | $30,370iApproximate average salary by contribution assumption: employee only about $759,258 at 4% or $506,172 at 6%; with 50% employer match about $506,172 at 4% or $337,448 at 6%; with 100% employer match about $379,629 at 4% or $253,086 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 6 | $3,356,608 | $182,222 | $30,370iApproximate average salary by contribution assumption: employee only about $759,258 at 4% or $506,172 at 6%; with 50% employer match about $506,172 at 4% or $337,448 at 6%; with 100% employer match about $379,629 at 4% or $253,086 at 6%. |
| 2020 | 1 | 6 | $2,786,454 | $180,097 | $30,016iApproximate average salary by contribution assumption: employee only about $750,404 at 4% or $500,269 at 6%; with 50% employer match about $500,269 at 4% or $333,513 at 6%; with 100% employer match about $375,202 at 4% or $250,135 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 6 | $2,786,454 | $180,097 | $30,016iApproximate average salary by contribution assumption: employee only about $750,404 at 4% or $500,269 at 6%; with 50% employer match about $500,269 at 4% or $333,513 at 6%; with 100% employer match about $375,202 at 4% or $250,135 at 6%. |
| 2019 | 1 | 5 | $2,269,857 | $150,247 | $30,049iApproximate average salary by contribution assumption: employee only about $751,235 at 4% or $500,823 at 6%; with 50% employer match about $500,823 at 4% or $333,882 at 6%; with 100% employer match about $375,618 at 4% or $250,412 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 5 | $2,269,857 | $150,247 | $30,049iApproximate average salary by contribution assumption: employee only about $751,235 at 4% or $500,823 at 6%; with 50% employer match about $500,823 at 4% or $333,882 at 6%; with 100% employer match about $375,618 at 4% or $250,412 at 6%. |
| 2018 | 1 | 5 | $1,734,307 | $138,514 | $27,703iApproximate average salary by contribution assumption: employee only about $692,570 at 4% or $461,713 at 6%; with 50% employer match about $461,713 at 4% or $307,809 at 6%; with 100% employer match about $346,285 at 4% or $230,857 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 5 | $1,734,307 | $138,514 | $27,703iApproximate average salary by contribution assumption: employee only about $692,570 at 4% or $461,713 at 6%; with 50% employer match about $461,713 at 4% or $307,809 at 6%; with 100% employer match about $346,285 at 4% or $230,857 at 6%. |
| 2017 | 1 | 4 | $1,702,138 | $100,112 | $25,028iApproximate average salary by contribution assumption: employee only about $625,700 at 4% or $417,133 at 6%; with 50% employer match about $417,133 at 4% or $278,089 at 6%; with 100% employer match about $312,850 at 4% or $208,567 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $1,702,138 | $100,112 | $25,028iApproximate average salary by contribution assumption: employee only about $625,700 at 4% or $417,133 at 6%; with 50% employer match about $417,133 at 4% or $278,089 at 6%; with 100% employer match about $312,850 at 4% or $208,567 at 6%. |
| 2016 | 1 | 4 | $1,392,131 | $116,922 | $29,231iApproximate average salary by contribution assumption: employee only about $730,763 at 4% or $487,175 at 6%; with 50% employer match about $487,175 at 4% or $324,783 at 6%; with 100% employer match about $365,381 at 4% or $243,588 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $1,392,131 | $116,922 | $29,231iApproximate average salary by contribution assumption: employee only about $730,763 at 4% or $487,175 at 6%; with 50% employer match about $487,175 at 4% or $324,783 at 6%; with 100% employer match about $365,381 at 4% or $243,588 at 6%. |
| 2015 | 1 | 4 | $1,308,722 | $108,583 | $27,146iApproximate average salary by contribution assumption: employee only about $678,644 at 4% or $452,429 at 6%; with 50% employer match about $452,429 at 4% or $301,619 at 6%; with 100% employer match about $339,322 at 4% or $226,215 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $1,308,722 | $108,583 | $27,146iApproximate average salary by contribution assumption: employee only about $678,644 at 4% or $452,429 at 6%; with 50% employer match about $452,429 at 4% or $301,619 at 6%; with 100% employer match about $339,322 at 4% or $226,215 at 6%. |
| 2014 | 1 | 4 | $1,284,270 | $119,474 | $29,869iApproximate average salary by contribution assumption: employee only about $746,713 at 4% or $497,808 at 6%; with 50% employer match about $497,808 at 4% or $331,872 at 6%; with 100% employer match about $373,356 at 4% or $248,904 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $1,284,270 | $119,474 | $29,869iApproximate average salary by contribution assumption: employee only about $746,713 at 4% or $497,808 at 6%; with 50% employer match about $497,808 at 4% or $331,872 at 6%; with 100% employer match about $373,356 at 4% or $248,904 at 6%. |
| 2013 | 1 | 4 | $1,141,372 | $105,693 | $26,423iApproximate average salary by contribution assumption: employee only about $660,581 at 4% or $440,388 at 6%; with 50% employer match about $440,388 at 4% or $293,592 at 6%; with 100% employer match about $330,291 at 4% or $220,194 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $1,141,372 | $105,693 | $26,423iApproximate average salary by contribution assumption: employee only about $660,581 at 4% or $440,388 at 6%; with 50% employer match about $440,388 at 4% or $293,592 at 6%; with 100% employer match about $330,291 at 4% or $220,194 at 6%. |
| 2012 | 1 | 5 | $845,579 | $96,359 | $19,272iApproximate average salary by contribution assumption: employee only about $481,795 at 4% or $321,197 at 6%; with 50% employer match about $321,197 at 4% or $214,131 at 6%; with 100% employer match about $240,898 at 4% or $160,598 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 5 | $845,579 | $96,359 | $19,272iApproximate average salary by contribution assumption: employee only about $481,795 at 4% or $321,197 at 6%; with 50% employer match about $321,197 at 4% or $214,131 at 6%; with 100% employer match about $240,898 at 4% or $160,598 at 6%. |
| 2011 | 1 | 4 | $719,919 | $63,258 | $15,815iApproximate average salary by contribution assumption: employee only about $395,363 at 4% or $263,575 at 6%; with 50% employer match about $263,575 at 4% or $175,717 at 6%; with 100% employer match about $197,681 at 4% or $131,788 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $719,919 | $63,258 | $15,815iApproximate average salary by contribution assumption: employee only about $395,363 at 4% or $263,575 at 6%; with 50% employer match about $263,575 at 4% or $175,717 at 6%; with 100% employer match about $197,681 at 4% or $131,788 at 6%. |
| 2010 | 1 | 3 | $679,035 | $71,651 | $23,884iApproximate average salary by contribution assumption: employee only about $597,092 at 4% or $398,061 at 6%; with 50% employer match about $398,061 at 4% or $265,374 at 6%; with 100% employer match about $298,546 at 4% or $199,031 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 3 | $679,035 | $71,651 | $23,884iApproximate average salary by contribution assumption: employee only about $597,092 at 4% or $398,061 at 6%; with 50% employer match about $398,061 at 4% or $265,374 at 6%; with 100% employer match about $298,546 at 4% or $199,031 at 6%. |
| 2009 | 1 | 4 | $543,609 | $102,059 | $25,515iApproximate average salary by contribution assumption: employee only about $637,869 at 4% or $425,246 at 6%; with 50% employer match about $425,246 at 4% or $283,497 at 6%; with 100% employer match about $318,934 at 4% or $212,623 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $543,609 | $102,059 | $25,515iApproximate average salary by contribution assumption: employee only about $637,869 at 4% or $425,246 at 6%; with 50% employer match about $425,246 at 4% or $283,497 at 6%; with 100% employer match about $318,934 at 4% or $212,623 at 6%. |
| 2008 | 1 | 4 | $343,173 | $96,520 | $24,130iApproximate average salary by contribution assumption: employee only about $603,250 at 4% or $402,167 at 6%; with 50% employer match about $402,167 at 4% or $268,111 at 6%; with 100% employer match about $301,625 at 4% or $201,083 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $343,173 | $96,520 | $24,130iApproximate average salary by contribution assumption: employee only about $603,250 at 4% or $402,167 at 6%; with 50% employer match about $402,167 at 4% or $268,111 at 6%; with 100% employer match about $301,625 at 4% or $201,083 at 6%. |
| 2007 | 1 | 4 | $349,348 | $86,628 | $21,657iApproximate average salary by contribution assumption: employee only about $541,425 at 4% or $360,950 at 6%; with 50% employer match about $360,950 at 4% or $240,633 at 6%; with 100% employer match about $270,713 at 4% or $180,475 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $349,348 | $86,628 | $21,657iApproximate average salary by contribution assumption: employee only about $541,425 at 4% or $360,950 at 6%; with 50% employer match about $360,950 at 4% or $240,633 at 6%; with 100% employer match about $270,713 at 4% or $180,475 at 6%. |
| 2006 | 1 | 4 | $252,790 | $93,357 | $23,339iApproximate average salary by contribution assumption: employee only about $583,481 at 4% or $388,988 at 6%; with 50% employer match about $388,988 at 4% or $259,325 at 6%; with 100% employer match about $291,741 at 4% or $194,494 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 4 | $252,790 | $93,357 | $23,339iApproximate average salary by contribution assumption: employee only about $583,481 at 4% or $388,988 at 6%; with 50% employer match about $388,988 at 4% or $259,325 at 6%; with 100% employer match about $291,741 at 4% or $194,494 at 6%. |
| 2004 | 1 | 3 | $74,735 | $55,540 | $18,513iApproximate average salary by contribution assumption: employee only about $462,833 at 4% or $308,556 at 6%; with 50% employer match about $308,556 at 4% or $205,704 at 6%; with 100% employer match about $231,417 at 4% or $154,278 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 3 | $74,735 | $55,540 | $18,513iApproximate average salary by contribution assumption: employee only about $462,833 at 4% or $308,556 at 6%; with 50% employer match about $308,556 at 4% or $205,704 at 6%; with 100% employer match about $231,417 at 4% or $154,278 at 6%. |
| 2003 | 1 | 3 | $19,032 | $19,031 | $6,344iApproximate average salary by contribution assumption: employee only about $158,592 at 4% or $105,728 at 6%; with 50% employer match about $105,728 at 4% or $70,485 at 6%; with 100% employer match about $79,296 at 4% or $52,864 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 3 | $19,032 | $19,031 | $6,344iApproximate average salary by contribution assumption: employee only about $158,592 at 4% or $105,728 at 6%; with 50% employer match about $105,728 at 4% or $70,485 at 6%; with 100% employer match about $79,296 at 4% or $52,864 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| H. James and Sons 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| H. James and Sons 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $1,918,735 | $121,111 | $40,370iApproximate average salary by contribution assumption: employee only about $1,009,258 at 4% or $672,839 at 6%; with 50% employer match about $672,839 at 4% or $448,559 at 6%; with 100% employer match about $504,629 at 4% or $336,419 at 6%. |
| H. James and Sons 401(K) Profit Sharing Plan | - | 3 | $1,918,735 | $121,111 | $40,370iApproximate average salary by contribution assumption: employee only about $1,009,258 at 4% or $672,839 at 6%; with 50% employer match about $672,839 at 4% or $448,559 at 6%; with 100% employer match about $504,629 at 4% or $336,419 at 6%. |