Civic Intelligence

James, Mcelroy & Diehl, Pa

Plan context: James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan

EIN 56-0986309 • Charlotte, NC • 25 filings • 3 plans

525 North Tryon StreetSuite 700Charlotte, NC 28202
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$44,694,495

2024 Contributions

$1,625,205

Historical Graphs

Total Assets Over Time

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

$44,694,495$22,347,248$0199920152024YearValue
$44,694,495Latest year 2024

Participants Over Time

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

102510199920122024YearValue
102Latest year 2024

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
20241102$44,694,495$1,625,205$15,933iApproximate average salary by contribution assumption: employee only about $398,335 at 4% or $265,556 at 6%; with 50% employer match about $265,556 at 4% or $177,038 at 6%; with 100% employer match about $199,167 at 4% or $132,778 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-102$44,694,495$1,625,205$15,933iApproximate average salary by contribution assumption: employee only about $398,335 at 4% or $265,556 at 6%; with 50% employer match about $265,556 at 4% or $177,038 at 6%; with 100% employer match about $199,167 at 4% or $132,778 at 6%.
2023195$41,742,671$1,443,452$15,194iApproximate average salary by contribution assumption: employee only about $379,856 at 4% or $253,237 at 6%; with 50% employer match about $253,237 at 4% or $168,825 at 6%; with 100% employer match about $189,928 at 4% or $126,619 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-95$41,742,671$1,443,452$15,194iApproximate average salary by contribution assumption: employee only about $379,856 at 4% or $253,237 at 6%; with 50% employer match about $253,237 at 4% or $168,825 at 6%; with 100% employer match about $189,928 at 4% or $126,619 at 6%.
2022190$36,566,994$1,299,890$14,443iApproximate average salary by contribution assumption: employee only about $361,081 at 4% or $240,720 at 6%; with 50% employer match about $240,720 at 4% or $160,480 at 6%; with 100% employer match about $180,540 at 4% or $120,360 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-90$36,566,994$1,299,890$14,443iApproximate average salary by contribution assumption: employee only about $361,081 at 4% or $240,720 at 6%; with 50% employer match about $240,720 at 4% or $160,480 at 6%; with 100% employer match about $180,540 at 4% or $120,360 at 6%.
2021186$43,152,812$1,251,369$14,551iApproximate average salary by contribution assumption: employee only about $363,770 at 4% or $242,513 at 6%; with 50% employer match about $242,513 at 4% or $161,676 at 6%; with 100% employer match about $181,885 at 4% or $121,257 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-86$43,152,812$1,251,369$14,551iApproximate average salary by contribution assumption: employee only about $363,770 at 4% or $242,513 at 6%; with 50% employer match about $242,513 at 4% or $161,676 at 6%; with 100% employer match about $181,885 at 4% or $121,257 at 6%.
2020182$37,495,161$854,073$10,416iApproximate average salary by contribution assumption: employee only about $260,388 at 4% or $173,592 at 6%; with 50% employer match about $173,592 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-82$37,495,161$854,073$10,416iApproximate average salary by contribution assumption: employee only about $260,388 at 4% or $173,592 at 6%; with 50% employer match about $173,592 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%.
2019186$37,703,866$1,301,149$15,130iApproximate average salary by contribution assumption: employee only about $378,241 at 4% or $252,161 at 6%; with 50% employer match about $252,161 at 4% or $168,107 at 6%; with 100% employer match about $189,120 at 4% or $126,080 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-86$37,703,866$1,301,149$15,130iApproximate average salary by contribution assumption: employee only about $378,241 at 4% or $252,161 at 6%; with 50% employer match about $252,161 at 4% or $168,107 at 6%; with 100% employer match about $189,120 at 4% or $126,080 at 6%.
2018187$32,835,777$1,144,134$13,151iApproximate average salary by contribution assumption: employee only about $328,774 at 4% or $219,183 at 6%; with 50% employer match about $219,183 at 4% or $146,122 at 6%; with 100% employer match about $164,387 at 4% or $109,591 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-87$32,835,777$1,144,134$13,151iApproximate average salary by contribution assumption: employee only about $328,774 at 4% or $219,183 at 6%; with 50% employer match about $219,183 at 4% or $146,122 at 6%; with 100% employer match about $164,387 at 4% or $109,591 at 6%.
2017187$36,153,627$1,035,099$11,898iApproximate average salary by contribution assumption: employee only about $297,442 at 4% or $198,295 at 6%; with 50% employer match about $198,295 at 4% or $132,197 at 6%; with 100% employer match about $148,721 at 4% or $99,147 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-87$36,153,627$1,035,099$11,898iApproximate average salary by contribution assumption: employee only about $297,442 at 4% or $198,295 at 6%; with 50% employer match about $198,295 at 4% or $132,197 at 6%; with 100% employer match about $148,721 at 4% or $99,147 at 6%.
2016190$30,089,316$986,666$10,963iApproximate average salary by contribution assumption: employee only about $274,074 at 4% or $182,716 at 6%; with 50% employer match about $182,716 at 4% or $121,811 at 6%; with 100% employer match about $137,037 at 4% or $91,358 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-90$30,089,316$986,666$10,963iApproximate average salary by contribution assumption: employee only about $274,074 at 4% or $182,716 at 6%; with 50% employer match about $182,716 at 4% or $121,811 at 6%; with 100% employer match about $137,037 at 4% or $91,358 at 6%.
2015184$27,819,219$1,167,087$13,894iApproximate average salary by contribution assumption: employee only about $347,347 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,377 at 6%; with 100% employer match about $173,674 at 4% or $115,782 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-84$27,819,219$1,167,087$13,894iApproximate average salary by contribution assumption: employee only about $347,347 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,377 at 6%; with 100% employer match about $173,674 at 4% or $115,782 at 6%.
2014184$27,096,868$1,000,514$11,911iApproximate average salary by contribution assumption: employee only about $297,772 at 4% or $198,515 at 6%; with 50% employer match about $198,515 at 4% or $132,343 at 6%; with 100% employer match about $148,886 at 4% or $99,257 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-84$27,096,868$1,000,514$11,911iApproximate average salary by contribution assumption: employee only about $297,772 at 4% or $198,515 at 6%; with 50% employer match about $198,515 at 4% or $132,343 at 6%; with 100% employer match about $148,886 at 4% or $99,257 at 6%.
2013184$25,040,473$1,041,022$12,393iApproximate average salary by contribution assumption: employee only about $309,828 at 4% or $206,552 at 6%; with 50% employer match about $206,552 at 4% or $137,701 at 6%; with 100% employer match about $154,914 at 4% or $103,276 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-84$25,040,473$1,041,022$12,393iApproximate average salary by contribution assumption: employee only about $309,828 at 4% or $206,552 at 6%; with 50% employer match about $206,552 at 4% or $137,701 at 6%; with 100% employer match about $154,914 at 4% or $103,276 at 6%.
2012191$20,359,598$750,317$8,245iApproximate average salary by contribution assumption: employee only about $206,131 at 4% or $137,421 at 6%; with 50% employer match about $137,421 at 4% or $91,614 at 6%; with 100% employer match about $103,066 at 4% or $68,710 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-91$20,359,598$750,317$8,245iApproximate average salary by contribution assumption: employee only about $206,131 at 4% or $137,421 at 6%; with 50% employer match about $137,421 at 4% or $91,614 at 6%; with 100% employer match about $103,066 at 4% or $68,710 at 6%.
2011192$18,551,034$1,321,650$14,366iApproximate average salary by contribution assumption: employee only about $359,144 at 4% or $239,429 at 6%; with 50% employer match about $239,429 at 4% or $159,620 at 6%; with 100% employer match about $179,572 at 4% or $119,715 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-92$18,551,034$1,321,650$14,366iApproximate average salary by contribution assumption: employee only about $359,144 at 4% or $239,429 at 6%; with 50% employer match about $239,429 at 4% or $159,620 at 6%; with 100% employer match about $179,572 at 4% or $119,715 at 6%.
2010190$18,548,077$1,259,369$13,993iApproximate average salary by contribution assumption: employee only about $349,825 at 4% or $233,216 at 6%; with 50% employer match about $233,216 at 4% or $155,478 at 6%; with 100% employer match about $174,912 at 4% or $116,608 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-90$18,548,077$1,259,369$13,993iApproximate average salary by contribution assumption: employee only about $349,825 at 4% or $233,216 at 6%; with 50% employer match about $233,216 at 4% or $155,478 at 6%; with 100% employer match about $174,912 at 4% or $116,608 at 6%.
2009188$13,960,297$1,300,510$14,779iApproximate average salary by contribution assumption: employee only about $369,463 at 4% or $246,309 at 6%; with 50% employer match about $246,309 at 4% or $164,206 at 6%; with 100% employer match about $184,732 at 4% or $123,154 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-88$13,960,297$1,300,510$14,779iApproximate average salary by contribution assumption: employee only about $369,463 at 4% or $246,309 at 6%; with 50% employer match about $246,309 at 4% or $164,206 at 6%; with 100% employer match about $184,732 at 4% or $123,154 at 6%.
2008172$0$0-
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-72---
2007174$0$0-
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-74---
2006170$14,498,679$1,101,875$15,741iApproximate average salary by contribution assumption: employee only about $393,527 at 4% or $262,351 at 6%; with 50% employer match about $262,351 at 4% or $174,901 at 6%; with 100% employer match about $196,763 at 4% or $131,176 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-70$14,498,679$1,101,875$15,741iApproximate average salary by contribution assumption: employee only about $393,527 at 4% or $262,351 at 6%; with 50% employer match about $262,351 at 4% or $174,901 at 6%; with 100% employer match about $196,763 at 4% or $131,176 at 6%.
2005171$11,388,355$1,017,670$14,333iApproximate average salary by contribution assumption: employee only about $358,335 at 4% or $238,890 at 6%; with 50% employer match about $238,890 at 4% or $159,260 at 6%; with 100% employer match about $179,167 at 4% or $119,445 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-71$11,388,355$1,017,670$14,333iApproximate average salary by contribution assumption: employee only about $358,335 at 4% or $238,890 at 6%; with 50% employer match about $238,890 at 4% or $159,260 at 6%; with 100% employer match about $179,167 at 4% or $119,445 at 6%.
2004170$9,107,933$833,526$11,908iApproximate average salary by contribution assumption: employee only about $297,688 at 4% or $198,459 at 6%; with 50% employer match about $198,459 at 4% or $132,306 at 6%; with 100% employer match about $148,844 at 4% or $99,229 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-70$9,107,933$833,526$11,908iApproximate average salary by contribution assumption: employee only about $297,688 at 4% or $198,459 at 6%; with 50% employer match about $198,459 at 4% or $132,306 at 6%; with 100% employer match about $148,844 at 4% or $99,229 at 6%.
2003172$0$0-
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-72---
2002169$0$0-
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-69---
2000157$0$0-
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-57---
1999153$7,043,855$653,207$12,325iApproximate average salary by contribution assumption: employee only about $308,117 at 4% or $205,411 at 6%; with 50% employer match about $205,411 at 4% or $136,941 at 6%; with 100% employer match about $154,058 at 4% or $102,706 at 6%.
James, Mcelroy & Diehl, Pa Employees Retirement Savings Plan-53$7,043,855$653,207$12,325iApproximate average salary by contribution assumption: employee only about $308,117 at 4% or $205,411 at 6%; with 50% employer match about $205,411 at 4% or $136,941 at 6%; with 100% employer match about $154,058 at 4% or $102,706 at 6%.