Civic Intelligence

James a Oldham Pa

Plan context: James a. Oldham, Pa 401(K) Plan

EIN 56-1977737 • Smithfield, NC • 33 filings • 8 plans

3574 US 301 SouthSmithfield, NC 27577
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,692,214

2025 Contributions

$112,694

Historical Graphs

Total Assets Over Time

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

$4,013,205$2,006,603$0199920132025YearValue
$2,692,214Latest year 2025

Participants Over Time

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

1050199920122025YearValue
10Latest 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
2025110$2,692,214$112,694$11,269iApproximate average salary by contribution assumption: employee only about $281,735 at 4% or $187,823 at 6%; with 50% employer match about $187,823 at 4% or $125,216 at 6%; with 100% employer match about $140,868 at 4% or $93,912 at 6%.
James a. Oldham, Pa 401(K) Plan-10$2,692,214$112,694$11,269iApproximate average salary by contribution assumption: employee only about $281,735 at 4% or $187,823 at 6%; with 50% employer match about $187,823 at 4% or $125,216 at 6%; with 100% employer match about $140,868 at 4% or $93,912 at 6%.
202418$3,441,483$81,502$10,188iApproximate average salary by contribution assumption: employee only about $254,694 at 4% or $169,796 at 6%; with 50% employer match about $169,796 at 4% or $113,197 at 6%; with 100% employer match about $127,347 at 4% or $84,898 at 6%.
James a. Oldham, Pa 401(K) Plan-8$3,441,483$81,502$10,188iApproximate average salary by contribution assumption: employee only about $254,694 at 4% or $169,796 at 6%; with 50% employer match about $169,796 at 4% or $113,197 at 6%; with 100% employer match about $127,347 at 4% or $84,898 at 6%.
202317$4,013,205$90,179$12,883iApproximate average salary by contribution assumption: employee only about $322,068 at 4% or $214,712 at 6%; with 50% employer match about $214,712 at 4% or $143,141 at 6%; with 100% employer match about $161,034 at 4% or $107,356 at 6%.
James a. Oldham, Pa 401(K) Plan-7$4,013,205$90,179$12,883iApproximate average salary by contribution assumption: employee only about $322,068 at 4% or $214,712 at 6%; with 50% employer match about $214,712 at 4% or $143,141 at 6%; with 100% employer match about $161,034 at 4% or $107,356 at 6%.
202216$3,384,151$105,614$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
James a. Oldham, Pa 401(K) Plan-6$3,384,151$105,614$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
202116$3,870,844$105,260$17,543iApproximate average salary by contribution assumption: employee only about $438,583 at 4% or $292,389 at 6%; with 50% employer match about $292,389 at 4% or $194,926 at 6%; with 100% employer match about $219,292 at 4% or $146,194 at 6%.
James a. Oldham, Pa 401(K) Plan-6$3,870,844$105,260$17,543iApproximate average salary by contribution assumption: employee only about $438,583 at 4% or $292,389 at 6%; with 50% employer match about $292,389 at 4% or $194,926 at 6%; with 100% employer match about $219,292 at 4% or $146,194 at 6%.
202017$3,341,082$99,664$14,238iApproximate average salary by contribution assumption: employee only about $355,943 at 4% or $237,295 at 6%; with 50% employer match about $237,295 at 4% or $158,197 at 6%; with 100% employer match about $177,971 at 4% or $118,648 at 6%.
James a. Oldham, Pa 401(K) Plan-7$3,341,082$99,664$14,238iApproximate average salary by contribution assumption: employee only about $355,943 at 4% or $237,295 at 6%; with 50% employer match about $237,295 at 4% or $158,197 at 6%; with 100% employer match about $177,971 at 4% or $118,648 at 6%.
201918$3,233,453$108,081$13,510iApproximate average salary by contribution assumption: employee only about $337,753 at 4% or $225,169 at 6%; with 50% employer match about $225,169 at 4% or $150,113 at 6%; with 100% employer match about $168,877 at 4% or $112,584 at 6%.
James a. Oldham, Pa 401(K) Plan-8$3,233,453$108,081$13,510iApproximate average salary by contribution assumption: employee only about $337,753 at 4% or $225,169 at 6%; with 50% employer match about $225,169 at 4% or $150,113 at 6%; with 100% employer match about $168,877 at 4% or $112,584 at 6%.
201818$2,675,442$105,534$13,192iApproximate average salary by contribution assumption: employee only about $329,794 at 4% or $219,863 at 6%; with 50% employer match about $219,863 at 4% or $146,575 at 6%; with 100% employer match about $164,897 at 4% or $109,931 at 6%.
James a. Oldham, Pa 401(K) Plan-8$2,675,442$105,534$13,192iApproximate average salary by contribution assumption: employee only about $329,794 at 4% or $219,863 at 6%; with 50% employer match about $219,863 at 4% or $146,575 at 6%; with 100% employer match about $164,897 at 4% or $109,931 at 6%.
201719$2,727,302$107,007$11,890iApproximate average salary by contribution assumption: employee only about $297,242 at 4% or $198,161 at 6%; with 50% employer match about $198,161 at 4% or $132,107 at 6%; with 100% employer match about $148,621 at 4% or $99,081 at 6%.
James a. Oldham, Pa 401(K) Plan-9$2,727,302$107,007$11,890iApproximate average salary by contribution assumption: employee only about $297,242 at 4% or $198,161 at 6%; with 50% employer match about $198,161 at 4% or $132,107 at 6%; with 100% employer match about $148,621 at 4% or $99,081 at 6%.
201618$2,265,975$80,952$10,119iApproximate average salary by contribution assumption: employee only about $252,975 at 4% or $168,650 at 6%; with 50% employer match about $168,650 at 4% or $112,433 at 6%; with 100% employer match about $126,488 at 4% or $84,325 at 6%.
James a. Oldham, Pa 401(K) Plan-8$2,265,975$80,952$10,119iApproximate average salary by contribution assumption: employee only about $252,975 at 4% or $168,650 at 6%; with 50% employer match about $168,650 at 4% or $112,433 at 6%; with 100% employer match about $126,488 at 4% or $84,325 at 6%.
201518$2,022,180$82,636$10,330iApproximate average salary by contribution assumption: employee only about $258,238 at 4% or $172,158 at 6%; with 50% employer match about $172,158 at 4% or $114,772 at 6%; with 100% employer match about $129,119 at 4% or $86,079 at 6%.
James a. Oldham, Pa 401(K) Plan-8$2,022,180$82,636$10,330iApproximate average salary by contribution assumption: employee only about $258,238 at 4% or $172,158 at 6%; with 50% employer match about $172,158 at 4% or $114,772 at 6%; with 100% employer match about $129,119 at 4% or $86,079 at 6%.
201419$2,108,773$79,095$8,788iApproximate average salary by contribution assumption: employee only about $219,708 at 4% or $146,472 at 6%; with 50% employer match about $146,472 at 4% or $97,648 at 6%; with 100% employer match about $109,854 at 4% or $73,236 at 6%.
James a. Oldham, Pa 401(K) Plan-9$2,108,773$79,095$8,788iApproximate average salary by contribution assumption: employee only about $219,708 at 4% or $146,472 at 6%; with 50% employer match about $146,472 at 4% or $97,648 at 6%; with 100% employer match about $109,854 at 4% or $73,236 at 6%.
201317$1,912,749$82,937$11,848iApproximate average salary by contribution assumption: employee only about $296,204 at 4% or $197,469 at 6%; with 50% employer match about $197,469 at 4% or $131,646 at 6%; with 100% employer match about $148,102 at 4% or $98,735 at 6%.
James a. Oldham, Pa 401(K) Plan-7$1,912,749$82,937$11,848iApproximate average salary by contribution assumption: employee only about $296,204 at 4% or $197,469 at 6%; with 50% employer match about $197,469 at 4% or $131,646 at 6%; with 100% employer match about $148,102 at 4% or $98,735 at 6%.
201216$1,578,357$478,532$79,755iApproximate average salary by contribution assumption: employee only about $1,993,883 at 4% or $1,329,256 at 6%; with 50% employer match about $1,329,256 at 4% or $886,170 at 6%; with 100% employer match about $996,942 at 4% or $664,628 at 6%.
James a. Oldham, Pa 401(K) Plan-6$1,578,357$478,532$79,755iApproximate average salary by contribution assumption: employee only about $1,993,883 at 4% or $1,329,256 at 6%; with 50% employer match about $1,329,256 at 4% or $886,170 at 6%; with 100% employer match about $996,942 at 4% or $664,628 at 6%.
201119$953,029$83,155$9,239iApproximate average salary by contribution assumption: employee only about $230,986 at 4% or $153,991 at 6%; with 50% employer match about $153,991 at 4% or $102,660 at 6%; with 100% employer match about $115,493 at 4% or $76,995 at 6%.
James a. Oldham, Pa 401(K) Plan-9$953,029$83,155$9,239iApproximate average salary by contribution assumption: employee only about $230,986 at 4% or $153,991 at 6%; with 50% employer match about $153,991 at 4% or $102,660 at 6%; with 100% employer match about $115,493 at 4% or $76,995 at 6%.
201019$891,464$79,576$8,842iApproximate average salary by contribution assumption: employee only about $221,044 at 4% or $147,363 at 6%; with 50% employer match about $147,363 at 4% or $98,242 at 6%; with 100% employer match about $110,522 at 4% or $73,681 at 6%.
James a. Oldham, Pa 401(K) Plan-9$891,464$79,576$8,842iApproximate average salary by contribution assumption: employee only about $221,044 at 4% or $147,363 at 6%; with 50% employer match about $147,363 at 4% or $98,242 at 6%; with 100% employer match about $110,522 at 4% or $73,681 at 6%.
200919$724,277$84,435$9,382iApproximate average salary by contribution assumption: employee only about $234,542 at 4% or $156,361 at 6%; with 50% employer match about $156,361 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%.
James a. Oldham, Pa 401(K) Plan-9$724,277$84,435$9,382iApproximate average salary by contribution assumption: employee only about $234,542 at 4% or $156,361 at 6%; with 50% employer match about $156,361 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%.
200818$538,602$85,570$10,696iApproximate average salary by contribution assumption: employee only about $267,406 at 4% or $178,271 at 6%; with 50% employer match about $178,271 at 4% or $118,847 at 6%; with 100% employer match about $133,703 at 4% or $89,135 at 6%.
James a. Oldham, Pa 401(K) Plan-8$538,602$85,570$10,696iApproximate average salary by contribution assumption: employee only about $267,406 at 4% or $178,271 at 6%; with 50% employer match about $178,271 at 4% or $118,847 at 6%; with 100% employer match about $133,703 at 4% or $89,135 at 6%.
200717$634,239$81,428$11,633iApproximate average salary by contribution assumption: employee only about $290,814 at 4% or $193,876 at 6%; with 50% employer match about $193,876 at 4% or $129,251 at 6%; with 100% employer match about $145,407 at 4% or $96,938 at 6%.
James a. Oldham, Pa 401(K) Plan-7$634,239$81,428$11,633iApproximate average salary by contribution assumption: employee only about $290,814 at 4% or $193,876 at 6%; with 50% employer match about $193,876 at 4% or $129,251 at 6%; with 100% employer match about $145,407 at 4% or $96,938 at 6%.
200618$552,864$88,920$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
James a. Oldham, Pa 401(K) Plan-8$552,864$88,920$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
200519$413,213$97,123$10,791iApproximate average salary by contribution assumption: employee only about $269,786 at 4% or $179,857 at 6%; with 50% employer match about $179,857 at 4% or $119,905 at 6%; with 100% employer match about $134,893 at 4% or $89,929 at 6%.
James a. Oldham, Pa 401(K) Plan-9$413,213$97,123$10,791iApproximate average salary by contribution assumption: employee only about $269,786 at 4% or $179,857 at 6%; with 50% employer match about $179,857 at 4% or $119,905 at 6%; with 100% employer match about $134,893 at 4% or $89,929 at 6%.
200418$298,136$107,539$13,442iApproximate average salary by contribution assumption: employee only about $336,059 at 4% or $224,040 at 6%; with 50% employer match about $224,040 at 4% or $149,360 at 6%; with 100% employer match about $168,030 at 4% or $112,020 at 6%.
James a. Oldham, Pa 401(K) Plan-8$298,136$107,539$13,442iApproximate average salary by contribution assumption: employee only about $336,059 at 4% or $224,040 at 6%; with 50% employer match about $224,040 at 4% or $149,360 at 6%; with 100% employer match about $168,030 at 4% or $112,020 at 6%.
200318$163,611$80,172$10,022iApproximate average salary by contribution assumption: employee only about $250,538 at 4% or $167,025 at 6%; with 50% employer match about $167,025 at 4% or $111,350 at 6%; with 100% employer match about $125,269 at 4% or $83,513 at 6%.
James a. Oldham, Pa 401(K) Plan-8$163,611$80,172$10,022iApproximate average salary by contribution assumption: employee only about $250,538 at 4% or $167,025 at 6%; with 50% employer match about $167,025 at 4% or $111,350 at 6%; with 100% employer match about $125,269 at 4% or $83,513 at 6%.
200238$73,575$73,440$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
James a. Oldham, Pa 401(K) Plan-8$73,575$73,440$9,180iApproximate average salary by contribution assumption: employee only about $229,500 at 4% or $153,000 at 6%; with 50% employer match about $153,000 at 4% or $102,000 at 6%; with 100% employer match about $114,750 at 4% or $76,500 at 6%.
James a. Oldham Pa Employees Profit Sharing Plan-0---
James a Oldham Pa Employees Money Purchase Pension Plan-0---
200137$0$0-
James a. Oldham, Pa 401(K) Plan-7---
James a Oldham Pa Employees Money Purchase Pension Plan-6---
James a. Oldham Pa Employees Profit Sharing Plan-6---
200025$294,361$30,586$6,117iApproximate average salary by contribution assumption: employee only about $152,930 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,977 at 6%.
James a Oldham Pa Employees Money Purchase Pension Plan-5$167,950$30,586$6,117iApproximate average salary by contribution assumption: employee only about $152,930 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,977 at 6%.
James a. Oldham Pa Employees Profit Sharing Plan-5$126,411--
199924$349,432$44,650$11,163iApproximate average salary by contribution assumption: employee only about $279,063 at 4% or $186,042 at 6%; with 50% employer match about $186,042 at 4% or $124,028 at 6%; with 100% employer match about $139,531 at 4% or $93,021 at 6%.
James a. Oldham Pa Employees Profit Sharing Plan-4$177,195$18,692$4,673iApproximate average salary by contribution assumption: employee only about $116,825 at 4% or $77,883 at 6%; with 50% employer match about $77,883 at 4% or $51,922 at 6%; with 100% employer match about $58,413 at 4% or $38,942 at 6%.
James a Oldham Pa Employees Money Purchase Pension Plan-4$172,237$25,958$6,490iApproximate average salary by contribution assumption: employee only about $162,238 at 4% or $108,158 at 6%; with 50% employer match about $108,158 at 4% or $72,106 at 6%; with 100% employer match about $81,119 at 4% or $54,079 at 6%.