Civic Intelligence

Jms Southeast Inc

Plan context: Jms Southeast Inc 401(K) Profit Sharing Plan and Trust

EIN 57-0708545 • Statesville, NC • 27 filings • 5 plans

105 Temperature LaneStatesville, NC 28677
Current Snapshot

Latest Year

2025

2025 Participants

87

2025 Assets

$16,131,949

2025 Contributions

$1,258,715

Historical Graphs

Total Assets Over Time

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

$16,131,949$8,065,975$0199920132025YearValue
$16,131,949Latest year 2025

Participants Over Time

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

87440199920122025YearValue
87Latest 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
2025187$16,131,949$1,258,715$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,755 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-87$16,131,949$1,258,715$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,755 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
2024179$13,023,388$1,023,901$12,961iApproximate average salary by contribution assumption: employee only about $324,019 at 4% or $216,013 at 6%; with 50% employer match about $216,013 at 4% or $144,009 at 6%; with 100% employer match about $162,010 at 4% or $108,006 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-79$13,023,388$1,023,901$12,961iApproximate average salary by contribution assumption: employee only about $324,019 at 4% or $216,013 at 6%; with 50% employer match about $216,013 at 4% or $144,009 at 6%; with 100% employer match about $162,010 at 4% or $108,006 at 6%.
2023169$11,002,878$868,468$12,586iApproximate average salary by contribution assumption: employee only about $314,662 at 4% or $209,775 at 6%; with 50% employer match about $209,775 at 4% or $139,850 at 6%; with 100% employer match about $157,331 at 4% or $104,887 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-69$11,002,878$868,468$12,586iApproximate average salary by contribution assumption: employee only about $314,662 at 4% or $209,775 at 6%; with 50% employer match about $209,775 at 4% or $139,850 at 6%; with 100% employer match about $157,331 at 4% or $104,887 at 6%.
2022163$10,330,236$764,319$12,132iApproximate average salary by contribution assumption: employee only about $303,301 at 4% or $202,201 at 6%; with 50% employer match about $202,201 at 4% or $134,801 at 6%; with 100% employer match about $151,651 at 4% or $101,100 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-63$10,330,236$764,319$12,132iApproximate average salary by contribution assumption: employee only about $303,301 at 4% or $202,201 at 6%; with 50% employer match about $202,201 at 4% or $134,801 at 6%; with 100% employer match about $151,651 at 4% or $101,100 at 6%.
2021166$12,739,592$635,843$9,634iApproximate average salary by contribution assumption: employee only about $240,850 at 4% or $160,566 at 6%; with 50% employer match about $160,566 at 4% or $107,044 at 6%; with 100% employer match about $120,425 at 4% or $80,283 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-66$12,739,592$635,843$9,634iApproximate average salary by contribution assumption: employee only about $240,850 at 4% or $160,566 at 6%; with 50% employer match about $160,566 at 4% or $107,044 at 6%; with 100% employer match about $120,425 at 4% or $80,283 at 6%.
2020177$11,969,659$694,328$9,017iApproximate average salary by contribution assumption: employee only about $225,431 at 4% or $150,287 at 6%; with 50% employer match about $150,287 at 4% or $100,192 at 6%; with 100% employer match about $112,716 at 4% or $75,144 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-77$11,969,659$694,328$9,017iApproximate average salary by contribution assumption: employee only about $225,431 at 4% or $150,287 at 6%; with 50% employer match about $150,287 at 4% or $100,192 at 6%; with 100% employer match about $112,716 at 4% or $75,144 at 6%.
2019176$10,384,260$604,077$7,948iApproximate average salary by contribution assumption: employee only about $198,710 at 4% or $132,473 at 6%; with 50% employer match about $132,473 at 4% or $88,315 at 6%; with 100% employer match about $99,355 at 4% or $66,237 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-76$10,384,260$604,077$7,948iApproximate average salary by contribution assumption: employee only about $198,710 at 4% or $132,473 at 6%; with 50% employer match about $132,473 at 4% or $88,315 at 6%; with 100% employer match about $99,355 at 4% or $66,237 at 6%.
2018171$8,347,141$289,953$4,084iApproximate average salary by contribution assumption: employee only about $102,096 at 4% or $68,064 at 6%; with 50% employer match about $68,064 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-71$8,347,141$289,953$4,084iApproximate average salary by contribution assumption: employee only about $102,096 at 4% or $68,064 at 6%; with 50% employer match about $68,064 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%.
2017162$8,860,555$516,416$8,329iApproximate average salary by contribution assumption: employee only about $208,232 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,116 at 4% or $69,411 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-62$8,860,555$516,416$8,329iApproximate average salary by contribution assumption: employee only about $208,232 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,116 at 4% or $69,411 at 6%.
2016162$7,494,955$507,933$8,192iApproximate average salary by contribution assumption: employee only about $204,812 at 4% or $136,541 at 6%; with 50% employer match about $136,541 at 4% or $91,027 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-62$7,494,955$507,933$8,192iApproximate average salary by contribution assumption: employee only about $204,812 at 4% or $136,541 at 6%; with 50% employer match about $136,541 at 4% or $91,027 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
2015157$6,570,855$499,222$8,758iApproximate average salary by contribution assumption: employee only about $218,957 at 4% or $145,971 at 6%; with 50% employer match about $145,971 at 4% or $97,314 at 6%; with 100% employer match about $109,479 at 4% or $72,986 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-57$6,570,855$499,222$8,758iApproximate average salary by contribution assumption: employee only about $218,957 at 4% or $145,971 at 6%; with 50% employer match about $145,971 at 4% or $97,314 at 6%; with 100% employer match about $109,479 at 4% or $72,986 at 6%.
2014156$6,152,768$493,207$8,807iApproximate average salary by contribution assumption: employee only about $220,182 at 4% or $146,788 at 6%; with 50% employer match about $146,788 at 4% or $97,859 at 6%; with 100% employer match about $110,091 at 4% or $73,394 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-56$6,152,768$493,207$8,807iApproximate average salary by contribution assumption: employee only about $220,182 at 4% or $146,788 at 6%; with 50% employer match about $146,788 at 4% or $97,859 at 6%; with 100% employer match about $110,091 at 4% or $73,394 at 6%.
2013154$5,573,689$441,088$8,168iApproximate average salary by contribution assumption: employee only about $204,207 at 4% or $136,138 at 6%; with 50% employer match about $136,138 at 4% or $90,759 at 6%; with 100% employer match about $102,104 at 4% or $68,069 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-54$5,573,689$441,088$8,168iApproximate average salary by contribution assumption: employee only about $204,207 at 4% or $136,138 at 6%; with 50% employer match about $136,138 at 4% or $90,759 at 6%; with 100% employer match about $102,104 at 4% or $68,069 at 6%.
2012148$4,941,925$368,672$7,681iApproximate average salary by contribution assumption: employee only about $192,017 at 4% or $128,011 at 6%; with 50% employer match about $128,011 at 4% or $85,341 at 6%; with 100% employer match about $96,008 at 4% or $64,006 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-48$4,941,925$368,672$7,681iApproximate average salary by contribution assumption: employee only about $192,017 at 4% or $128,011 at 6%; with 50% employer match about $128,011 at 4% or $85,341 at 6%; with 100% employer match about $96,008 at 4% or $64,006 at 6%.
2011145$4,540,226$358,804$7,973iApproximate average salary by contribution assumption: employee only about $199,336 at 4% or $132,890 at 6%; with 50% employer match about $132,890 at 4% or $88,594 at 6%; with 100% employer match about $99,668 at 4% or $66,445 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-45$4,540,226$358,804$7,973iApproximate average salary by contribution assumption: employee only about $199,336 at 4% or $132,890 at 6%; with 50% employer match about $132,890 at 4% or $88,594 at 6%; with 100% employer match about $99,668 at 4% or $66,445 at 6%.
2010145$4,125,453$374,243$8,317iApproximate average salary by contribution assumption: employee only about $207,913 at 4% or $138,609 at 6%; with 50% employer match about $138,609 at 4% or $92,406 at 6%; with 100% employer match about $103,956 at 4% or $69,304 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-45$4,125,453$374,243$8,317iApproximate average salary by contribution assumption: employee only about $207,913 at 4% or $138,609 at 6%; with 50% employer match about $138,609 at 4% or $92,406 at 6%; with 100% employer match about $103,956 at 4% or $69,304 at 6%.
2009150$4,558,018$363,677$7,274iApproximate average salary by contribution assumption: employee only about $181,839 at 4% or $121,226 at 6%; with 50% employer match about $121,226 at 4% or $80,817 at 6%; with 100% employer match about $90,919 at 4% or $60,613 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-50$4,558,018$363,677$7,274iApproximate average salary by contribution assumption: employee only about $181,839 at 4% or $121,226 at 6%; with 50% employer match about $121,226 at 4% or $80,817 at 6%; with 100% employer match about $90,919 at 4% or $60,613 at 6%.
2008146$3,603,046$517,874$11,258iApproximate average salary by contribution assumption: employee only about $281,453 at 4% or $187,636 at 6%; with 50% employer match about $187,636 at 4% or $125,090 at 6%; with 100% employer match about $140,727 at 4% or $93,818 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-46$3,603,046$517,874$11,258iApproximate average salary by contribution assumption: employee only about $281,453 at 4% or $187,636 at 6%; with 50% employer match about $187,636 at 4% or $125,090 at 6%; with 100% employer match about $140,727 at 4% or $93,818 at 6%.
2007146$3,894,506$0-
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-46$3,894,506--
2006143$3,855,552$313,645$7,294iApproximate average salary by contribution assumption: employee only about $182,352 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,045 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-43$3,855,552$313,645$7,294iApproximate average salary by contribution assumption: employee only about $182,352 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,045 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
2005142$3,168,412$290,981$6,928iApproximate average salary by contribution assumption: employee only about $173,203 at 4% or $115,469 at 6%; with 50% employer match about $115,469 at 4% or $76,979 at 6%; with 100% employer match about $86,601 at 4% or $57,734 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-42$3,168,412$290,981$6,928iApproximate average salary by contribution assumption: employee only about $173,203 at 4% or $115,469 at 6%; with 50% employer match about $115,469 at 4% or $76,979 at 6%; with 100% employer match about $86,601 at 4% or $57,734 at 6%.
2004141$2,726,019$238,241$5,811iApproximate average salary by contribution assumption: employee only about $145,269 at 4% or $96,846 at 6%; with 50% employer match about $96,846 at 4% or $64,564 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-41$2,726,019$238,241$5,811iApproximate average salary by contribution assumption: employee only about $145,269 at 4% or $96,846 at 6%; with 50% employer match about $96,846 at 4% or $64,564 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
2003143$2,338,080$226,083$5,258iApproximate average salary by contribution assumption: employee only about $131,444 at 4% or $87,629 at 6%; with 50% employer match about $87,629 at 4% or $58,419 at 6%; with 100% employer match about $65,722 at 4% or $43,815 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-43$2,338,080$226,083$5,258iApproximate average salary by contribution assumption: employee only about $131,444 at 4% or $87,629 at 6%; with 50% employer match about $87,629 at 4% or $58,419 at 6%; with 100% employer match about $65,722 at 4% or $43,815 at 6%.
2002145$1,805,166$215,599$4,791iApproximate average salary by contribution assumption: employee only about $119,777 at 4% or $79,851 at 6%; with 50% employer match about $79,851 at 4% or $53,234 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-45$1,805,166$215,599$4,791iApproximate average salary by contribution assumption: employee only about $119,777 at 4% or $79,851 at 6%; with 50% employer match about $79,851 at 4% or $53,234 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
2001147$0$0-
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-47---
2000143$2,204,404$215,215$5,005iApproximate average salary by contribution assumption: employee only about $125,125 at 4% or $83,417 at 6%; with 50% employer match about $83,417 at 4% or $55,611 at 6%; with 100% employer match about $62,563 at 4% or $41,708 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-43$2,204,404$215,215$5,005iApproximate average salary by contribution assumption: employee only about $125,125 at 4% or $83,417 at 6%; with 50% employer match about $83,417 at 4% or $55,611 at 6%; with 100% employer match about $62,563 at 4% or $41,708 at 6%.
1999141$2,203,524$199,678$4,870iApproximate average salary by contribution assumption: employee only about $121,755 at 4% or $81,170 at 6%; with 50% employer match about $81,170 at 4% or $54,113 at 6%; with 100% employer match about $60,877 at 4% or $40,585 at 6%.
Jms Southeast Inc 401(K) Profit Sharing Plan and Trust-41$2,203,524$199,678$4,870iApproximate average salary by contribution assumption: employee only about $121,755 at 4% or $81,170 at 6%; with 50% employer match about $81,170 at 4% or $54,113 at 6%; with 100% employer match about $60,877 at 4% or $40,585 at 6%.