Civic Intelligence

James Posey Associates Inc.

Plan context: James Posey Associates Inc. Profit Sharing Plan

EIN 52-0740153 • Baltimore, MD • 27 filings • 2 plans

11155 Red Run Boulevard, Suite 310Baltimore, MD 21117
Current Snapshot

Latest Year

2025

2025 Participants

67

2025 Assets

$33,107,100

2025 Contributions

$1,700,907

Historical Graphs

Total Assets Over Time

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

$33,107,100$16,553,550$0199920132025YearValue
$33,107,100Latest year 2025

Participants Over Time

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

69350199920122025YearValue
67Latest 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
2025167$33,107,100$1,700,907$25,387iApproximate average salary by contribution assumption: employee only about $634,667 at 4% or $423,111 at 6%; with 50% employer match about $423,111 at 4% or $282,074 at 6%; with 100% employer match about $317,333 at 4% or $211,556 at 6%.
James Posey Associates Inc. Profit Sharing Plan-67$33,107,100$1,700,907$25,387iApproximate average salary by contribution assumption: employee only about $634,667 at 4% or $423,111 at 6%; with 50% employer match about $423,111 at 4% or $282,074 at 6%; with 100% employer match about $317,333 at 4% or $211,556 at 6%.
2024164$27,996,847$1,518,723$23,730iApproximate average salary by contribution assumption: employee only about $593,251 at 4% or $395,501 at 6%; with 50% employer match about $395,501 at 4% or $263,667 at 6%; with 100% employer match about $296,626 at 4% or $197,750 at 6%.
James Posey Associates Inc. Profit Sharing Plan-64$27,996,847$1,518,723$23,730iApproximate average salary by contribution assumption: employee only about $593,251 at 4% or $395,501 at 6%; with 50% employer match about $395,501 at 4% or $263,667 at 6%; with 100% employer match about $296,626 at 4% or $197,750 at 6%.
2023161$24,619,892$1,371,487$22,483iApproximate average salary by contribution assumption: employee only about $562,085 at 4% or $374,723 at 6%; with 50% employer match about $374,723 at 4% or $249,815 at 6%; with 100% employer match about $281,042 at 4% or $187,362 at 6%.
James Posey Associates Inc. Profit Sharing Plan-61$24,619,892$1,371,487$22,483iApproximate average salary by contribution assumption: employee only about $562,085 at 4% or $374,723 at 6%; with 50% employer match about $374,723 at 4% or $249,815 at 6%; with 100% employer match about $281,042 at 4% or $187,362 at 6%.
2022157$20,108,668$1,289,811$22,628iApproximate average salary by contribution assumption: employee only about $565,707 at 4% or $377,138 at 6%; with 50% employer match about $377,138 at 4% or $251,425 at 6%; with 100% employer match about $282,853 at 4% or $188,569 at 6%.
James Posey Associates Inc. Profit Sharing Plan-57$20,108,668$1,289,811$22,628iApproximate average salary by contribution assumption: employee only about $565,707 at 4% or $377,138 at 6%; with 50% employer match about $377,138 at 4% or $251,425 at 6%; with 100% employer match about $282,853 at 4% or $188,569 at 6%.
2021165$28,089,496$1,281,245$19,711iApproximate average salary by contribution assumption: employee only about $492,787 at 4% or $328,524 at 6%; with 50% employer match about $328,524 at 4% or $219,016 at 6%; with 100% employer match about $246,393 at 4% or $164,262 at 6%.
James Posey Associates Inc. Profit Sharing Plan-65$28,089,496$1,281,245$19,711iApproximate average salary by contribution assumption: employee only about $492,787 at 4% or $328,524 at 6%; with 50% employer match about $328,524 at 4% or $219,016 at 6%; with 100% employer match about $246,393 at 4% or $164,262 at 6%.
2020164$23,278,712$1,319,022$20,610iApproximate average salary by contribution assumption: employee only about $515,243 at 4% or $343,495 at 6%; with 50% employer match about $343,495 at 4% or $228,997 at 6%; with 100% employer match about $257,621 at 4% or $171,748 at 6%.
James Posey Associates Inc. Profit Sharing Plan-64$23,278,712$1,319,022$20,610iApproximate average salary by contribution assumption: employee only about $515,243 at 4% or $343,495 at 6%; with 50% employer match about $343,495 at 4% or $228,997 at 6%; with 100% employer match about $257,621 at 4% or $171,748 at 6%.
2019159$20,751,543$1,082,736$18,351iApproximate average salary by contribution assumption: employee only about $458,786 at 4% or $305,858 at 6%; with 50% employer match about $305,858 at 4% or $203,905 at 6%; with 100% employer match about $229,393 at 4% or $152,929 at 6%.
James Posey Associates Inc. Profit Sharing Plan-59$20,751,543$1,082,736$18,351iApproximate average salary by contribution assumption: employee only about $458,786 at 4% or $305,858 at 6%; with 50% employer match about $305,858 at 4% or $203,905 at 6%; with 100% employer match about $229,393 at 4% or $152,929 at 6%.
2018168$16,237,912$981,093$14,428iApproximate average salary by contribution assumption: employee only about $360,696 at 4% or $240,464 at 6%; with 50% employer match about $240,464 at 4% or $160,309 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
James Posey Associates Inc. Profit Sharing Plan-68$16,237,912$981,093$14,428iApproximate average salary by contribution assumption: employee only about $360,696 at 4% or $240,464 at 6%; with 50% employer match about $240,464 at 4% or $160,309 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
2017169$16,903,395$1,036,349$15,020iApproximate average salary by contribution assumption: employee only about $375,489 at 4% or $250,326 at 6%; with 50% employer match about $250,326 at 4% or $166,884 at 6%; with 100% employer match about $187,744 at 4% or $125,163 at 6%.
James Posey Associates Inc. Profit Sharing Plan-69$16,903,395$1,036,349$15,020iApproximate average salary by contribution assumption: employee only about $375,489 at 4% or $250,326 at 6%; with 50% employer match about $250,326 at 4% or $166,884 at 6%; with 100% employer match about $187,744 at 4% or $125,163 at 6%.
2016165$13,405,021$1,017,671$15,656iApproximate average salary by contribution assumption: employee only about $391,412 at 4% or $260,941 at 6%; with 50% employer match about $260,941 at 4% or $173,961 at 6%; with 100% employer match about $195,706 at 4% or $130,471 at 6%.
James Posey Associates Inc. Profit Sharing Plan-65$13,405,021$1,017,671$15,656iApproximate average salary by contribution assumption: employee only about $391,412 at 4% or $260,941 at 6%; with 50% employer match about $260,941 at 4% or $173,961 at 6%; with 100% employer match about $195,706 at 4% or $130,471 at 6%.
2015166$11,561,746$1,187,512$17,993iApproximate average salary by contribution assumption: employee only about $449,815 at 4% or $299,877 at 6%; with 50% employer match about $299,877 at 4% or $199,918 at 6%; with 100% employer match about $224,908 at 4% or $149,938 at 6%.
James Posey Associates Inc. Profit Sharing Plan-66$11,561,746$1,187,512$17,993iApproximate average salary by contribution assumption: employee only about $449,815 at 4% or $299,877 at 6%; with 50% employer match about $299,877 at 4% or $199,918 at 6%; with 100% employer match about $224,908 at 4% or $149,938 at 6%.
2014160$11,957,961$751,485$12,525iApproximate average salary by contribution assumption: employee only about $313,119 at 4% or $208,746 at 6%; with 50% employer match about $208,746 at 4% or $139,164 at 6%; with 100% employer match about $156,559 at 4% or $104,373 at 6%.
James Posey Associates Inc. Profit Sharing Plan-60$11,957,961$751,485$12,525iApproximate average salary by contribution assumption: employee only about $313,119 at 4% or $208,746 at 6%; with 50% employer match about $208,746 at 4% or $139,164 at 6%; with 100% employer match about $156,559 at 4% or $104,373 at 6%.
2013162$13,083,213$639,521$10,315iApproximate average salary by contribution assumption: employee only about $257,871 at 4% or $171,914 at 6%; with 50% employer match about $171,914 at 4% or $114,609 at 6%; with 100% employer match about $128,936 at 4% or $85,957 at 6%.
James Posey Associates Inc. Profit Sharing Plan-62$13,083,213$639,521$10,315iApproximate average salary by contribution assumption: employee only about $257,871 at 4% or $171,914 at 6%; with 50% employer match about $171,914 at 4% or $114,609 at 6%; with 100% employer match about $128,936 at 4% or $85,957 at 6%.
2012160$12,022,917$749,035$12,484iApproximate average salary by contribution assumption: employee only about $312,098 at 4% or $208,065 at 6%; with 50% employer match about $208,065 at 4% or $138,710 at 6%; with 100% employer match about $156,049 at 4% or $104,033 at 6%.
James Posey Associates Inc. Profit Sharing Plan-60$12,022,917$749,035$12,484iApproximate average salary by contribution assumption: employee only about $312,098 at 4% or $208,065 at 6%; with 50% employer match about $208,065 at 4% or $138,710 at 6%; with 100% employer match about $156,049 at 4% or $104,033 at 6%.
2011154$11,653,916$896,510$16,602iApproximate average salary by contribution assumption: employee only about $415,051 at 4% or $276,701 at 6%; with 50% employer match about $276,701 at 4% or $184,467 at 6%; with 100% employer match about $207,525 at 4% or $138,350 at 6%.
James Posey Associates Inc. Profit Sharing Plan-54$11,653,916$896,510$16,602iApproximate average salary by contribution assumption: employee only about $415,051 at 4% or $276,701 at 6%; with 50% employer match about $276,701 at 4% or $184,467 at 6%; with 100% employer match about $207,525 at 4% or $138,350 at 6%.
2010156$11,207,967$790,924$14,124iApproximate average salary by contribution assumption: employee only about $353,091 at 4% or $235,394 at 6%; with 50% employer match about $235,394 at 4% or $156,929 at 6%; with 100% employer match about $176,546 at 4% or $117,697 at 6%.
James Posey Associates Inc. Profit Sharing Plan-56$11,207,967$790,924$14,124iApproximate average salary by contribution assumption: employee only about $353,091 at 4% or $235,394 at 6%; with 50% employer match about $235,394 at 4% or $156,929 at 6%; with 100% employer match about $176,546 at 4% or $117,697 at 6%.
2009151$9,817,873$645,241$12,652iApproximate average salary by contribution assumption: employee only about $316,295 at 4% or $210,863 at 6%; with 50% employer match about $210,863 at 4% or $140,575 at 6%; with 100% employer match about $158,147 at 4% or $105,432 at 6%.
James Posey Associates Inc. Profit Sharing Plan-51$9,817,873$645,241$12,652iApproximate average salary by contribution assumption: employee only about $316,295 at 4% or $210,863 at 6%; with 50% employer match about $210,863 at 4% or $140,575 at 6%; with 100% employer match about $158,147 at 4% or $105,432 at 6%.
2008148$8,423,824$849,758$17,703iApproximate average salary by contribution assumption: employee only about $442,582 at 4% or $295,055 at 6%; with 50% employer match about $295,055 at 4% or $196,703 at 6%; with 100% employer match about $221,291 at 4% or $147,527 at 6%.
James Posey Associates Inc. Profit Sharing Plan-48$8,423,824$849,758$17,703iApproximate average salary by contribution assumption: employee only about $442,582 at 4% or $295,055 at 6%; with 50% employer match about $295,055 at 4% or $196,703 at 6%; with 100% employer match about $221,291 at 4% or $147,527 at 6%.
2007147$13,098,627$726,000$15,447iApproximate average salary by contribution assumption: employee only about $386,170 at 4% or $257,447 at 6%; with 50% employer match about $257,447 at 4% or $171,631 at 6%; with 100% employer match about $193,085 at 4% or $128,723 at 6%.
James Posey Associates Inc. Profit Sharing Plan-47$13,098,627$726,000$15,447iApproximate average salary by contribution assumption: employee only about $386,170 at 4% or $257,447 at 6%; with 50% employer match about $257,447 at 4% or $171,631 at 6%; with 100% employer match about $193,085 at 4% or $128,723 at 6%.
2006145$12,030,039$625,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
James Posey Associates Inc. Profit Sharing Plan-45$12,030,039$625,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
2005148$11,753,886$498,000$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
James Posey Associates Inc. Profit Sharing Plan-48$11,753,886$498,000$10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%.
2004148$11,210,467$601,000$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,120 at 6%; with 100% employer match about $156,510 at 4% or $104,340 at 6%.
James Posey Associates Inc. Profit Sharing Plan-48$11,210,467$601,000$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,120 at 6%; with 100% employer match about $156,510 at 4% or $104,340 at 6%.
2003150$9,861,732$617,500$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
James Posey Associates Inc. Profit Sharing Plan-50$9,861,732$617,500$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
2002144$7,810,869$570,000$12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,909 at 6%; with 50% employer match about $215,909 at 4% or $143,939 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%.
James Posey Associates Inc. Profit Sharing Plan-44$7,810,869$570,000$12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,909 at 6%; with 50% employer match about $215,909 at 4% or $143,939 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%.
2001143$8,229,932$491,000$11,419iApproximate average salary by contribution assumption: employee only about $285,465 at 4% or $190,310 at 6%; with 50% employer match about $190,310 at 4% or $126,873 at 6%; with 100% employer match about $142,733 at 4% or $95,155 at 6%.
James Posey Associates Inc. Profit Sharing Plan-43$8,229,932$491,000$11,419iApproximate average salary by contribution assumption: employee only about $285,465 at 4% or $190,310 at 6%; with 50% employer match about $190,310 at 4% or $126,873 at 6%; with 100% employer match about $142,733 at 4% or $95,155 at 6%.
2000146$0$0-
James Posey Associates Inc. Profit Sharing Plan-46---
1999138$8,578,102$429,868$11,312iApproximate average salary by contribution assumption: employee only about $282,808 at 4% or $188,539 at 6%; with 50% employer match about $188,539 at 4% or $125,692 at 6%; with 100% employer match about $141,404 at 4% or $94,269 at 6%.
James Posey Associates Inc. Profit Sharing Plan-38$8,578,102$429,868$11,312iApproximate average salary by contribution assumption: employee only about $282,808 at 4% or $188,539 at 6%; with 50% employer match about $188,539 at 4% or $125,692 at 6%; with 100% employer match about $141,404 at 4% or $94,269 at 6%.