Civic Intelligence

Brian James Financial Services Inc.

Plan context: Brian James Financial Services Inc. 401(K) Plan

EIN 47-1157111 • Northborough, MA • 7 filings • 1 plans

9 Monroe Street, Unit 1Northborough, MA 01532
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$960,442

2025 Contributions

$148,340

Historical Graphs

Total Assets Over Time

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

$960,442$480,221$0201920222025YearValue
$960,442Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest 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
202514$960,442$148,340$37,085iApproximate average salary by contribution assumption: employee only about $927,125 at 4% or $618,083 at 6%; with 50% employer match about $618,083 at 4% or $412,056 at 6%; with 100% employer match about $463,563 at 4% or $309,042 at 6%.
Brian James Financial Services Inc. 401(K) Plan-4$960,442$148,340$37,085iApproximate average salary by contribution assumption: employee only about $927,125 at 4% or $618,083 at 6%; with 50% employer match about $618,083 at 4% or $412,056 at 6%; with 100% employer match about $463,563 at 4% or $309,042 at 6%.
202414$674,776$136,814$34,204iApproximate average salary by contribution assumption: employee only about $855,088 at 4% or $570,058 at 6%; with 50% employer match about $570,058 at 4% or $380,039 at 6%; with 100% employer match about $427,544 at 4% or $285,029 at 6%.
Brian James Financial Services Inc. 401(K) Plan-4$674,776$136,814$34,204iApproximate average salary by contribution assumption: employee only about $855,088 at 4% or $570,058 at 6%; with 50% employer match about $570,058 at 4% or $380,039 at 6%; with 100% employer match about $427,544 at 4% or $285,029 at 6%.
202314$452,106$111,198$27,800iApproximate average salary by contribution assumption: employee only about $694,988 at 4% or $463,325 at 6%; with 50% employer match about $463,325 at 4% or $308,883 at 6%; with 100% employer match about $347,494 at 4% or $231,663 at 6%.
Brian James Financial Services Inc. 401(K) Plan-4$452,106$111,198$27,800iApproximate average salary by contribution assumption: employee only about $694,988 at 4% or $463,325 at 6%; with 50% employer match about $463,325 at 4% or $308,883 at 6%; with 100% employer match about $347,494 at 4% or $231,663 at 6%.
202213$278,282$48,697$16,232iApproximate average salary by contribution assumption: employee only about $405,808 at 4% or $270,539 at 6%; with 50% employer match about $270,539 at 4% or $180,359 at 6%; with 100% employer match about $202,904 at 4% or $135,269 at 6%.
Brian James Financial Services Inc. 401(K) Plan-3$278,282$48,697$16,232iApproximate average salary by contribution assumption: employee only about $405,808 at 4% or $270,539 at 6%; with 50% employer match about $270,539 at 4% or $180,359 at 6%; with 100% employer match about $202,904 at 4% or $135,269 at 6%.
202113$277,895$80,783$26,928iApproximate average salary by contribution assumption: employee only about $673,192 at 4% or $448,794 at 6%; with 50% employer match about $448,794 at 4% or $299,196 at 6%; with 100% employer match about $336,596 at 4% or $224,397 at 6%.
Brian James Financial Services Inc. 401(K) Plan-3$277,895$80,783$26,928iApproximate average salary by contribution assumption: employee only about $673,192 at 4% or $448,794 at 6%; with 50% employer match about $448,794 at 4% or $299,196 at 6%; with 100% employer match about $336,596 at 4% or $224,397 at 6%.
202013$179,577$77,982$25,994iApproximate average salary by contribution assumption: employee only about $649,850 at 4% or $433,233 at 6%; with 50% employer match about $433,233 at 4% or $288,822 at 6%; with 100% employer match about $324,925 at 4% or $216,617 at 6%.
Brian James Financial Services Inc. 401(K) Plan-3$179,577$77,982$25,994iApproximate average salary by contribution assumption: employee only about $649,850 at 4% or $433,233 at 6%; with 50% employer match about $433,233 at 4% or $288,822 at 6%; with 100% employer match about $324,925 at 4% or $216,617 at 6%.
201913$76,031$71,715$23,905iApproximate average salary by contribution assumption: employee only about $597,625 at 4% or $398,417 at 6%; with 50% employer match about $398,417 at 4% or $265,611 at 6%; with 100% employer match about $298,813 at 4% or $199,208 at 6%.
Brian James Financial Services Inc. 401(K) Plan-3$76,031$71,715$23,905iApproximate average salary by contribution assumption: employee only about $597,625 at 4% or $398,417 at 6%; with 50% employer match about $398,417 at 4% or $265,611 at 6%; with 100% employer match about $298,813 at 4% or $199,208 at 6%.