Jim Parham & Associates Inc.
Plan context: Jim Parham & Associates Inc. Profit Sharing Plan
EIN 59-2984817 • Lakeland, FL • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$583,945
2024 Contributions
$24,943
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 2 | $583,945 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | $583,945 | $0 | - |
| 2022 | 1 | 2 | $598,894 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | $598,894 | $0 | - |
| 2021 | 1 | 2 | $630,978 | $24,943 | $12,472iApproximate average salary by contribution assumption: employee only about $311,788 at 4% or $207,858 at 6%; with 50% employer match about $207,858 at 4% or $138,572 at 6%; with 100% employer match about $155,894 at 4% or $103,929 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | $630,978 | $24,943 | $12,472iApproximate average salary by contribution assumption: employee only about $311,788 at 4% or $207,858 at 6%; with 50% employer match about $207,858 at 4% or $138,572 at 6%; with 100% employer match about $155,894 at 4% or $103,929 at 6%. |
| 2020 | 1 | 4 | $617,482 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $617,482 | - | - |
| 2019 | 1 | 4 | $599,698 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $599,698 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2018 | 1 | 4 | $599,052 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $599,052 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2017 | 1 | 4 | $577,791 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $577,791 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2016 | 1 | 4 | $536,522 | $60,340 | $15,085iApproximate average salary by contribution assumption: employee only about $377,125 at 4% or $251,417 at 6%; with 50% employer match about $251,417 at 4% or $167,611 at 6%; with 100% employer match about $188,563 at 4% or $125,708 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $536,522 | $60,340 | $15,085iApproximate average salary by contribution assumption: employee only about $377,125 at 4% or $251,417 at 6%; with 50% employer match about $251,417 at 4% or $167,611 at 6%; with 100% employer match about $188,563 at 4% or $125,708 at 6%. |
| 2015 | 1 | 4 | $495,035 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $495,035 | - | - |
| 2014 | 1 | 4 | $516,315 | $58,060 | $14,515iApproximate average salary by contribution assumption: employee only about $362,875 at 4% or $241,917 at 6%; with 50% employer match about $241,917 at 4% or $161,278 at 6%; with 100% employer match about $181,438 at 4% or $120,958 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $516,315 | $58,060 | $14,515iApproximate average salary by contribution assumption: employee only about $362,875 at 4% or $241,917 at 6%; with 50% employer match about $241,917 at 4% or $161,278 at 6%; with 100% employer match about $181,438 at 4% or $120,958 at 6%. |
| 2013 | 1 | 4 | $555,266 | $51,960 | $12,990iApproximate average salary by contribution assumption: employee only about $324,750 at 4% or $216,500 at 6%; with 50% employer match about $216,500 at 4% or $144,333 at 6%; with 100% employer match about $162,375 at 4% or $108,250 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $555,266 | $51,960 | $12,990iApproximate average salary by contribution assumption: employee only about $324,750 at 4% or $216,500 at 6%; with 50% employer match about $216,500 at 4% or $144,333 at 6%; with 100% employer match about $162,375 at 4% or $108,250 at 6%. |
| 2012 | 1 | 4 | $510,318 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $510,318 | - | - |
| 2011 | 1 | 4 | $509,935 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $509,935 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2010 | 1 | 4 | $510,946 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $510,946 | - | - |
| 2009 | 1 | 4 | $516,780 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $516,780 | - | - |
| 2008 | 1 | 4 | $515,816 | $48,705 | $12,176iApproximate average salary by contribution assumption: employee only about $304,406 at 4% or $202,938 at 6%; with 50% employer match about $202,938 at 4% or $135,292 at 6%; with 100% employer match about $152,203 at 4% or $101,469 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $515,816 | $48,705 | $12,176iApproximate average salary by contribution assumption: employee only about $304,406 at 4% or $202,938 at 6%; with 50% employer match about $202,938 at 4% or $135,292 at 6%; with 100% employer match about $152,203 at 4% or $101,469 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $492,094 | $47,655 | $23,828iApproximate average salary by contribution assumption: employee only about $595,688 at 4% or $397,125 at 6%; with 50% employer match about $397,125 at 4% or $264,750 at 6%; with 100% employer match about $297,844 at 4% or $198,563 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | $492,094 | $47,655 | $23,828iApproximate average salary by contribution assumption: employee only about $595,688 at 4% or $397,125 at 6%; with 50% employer match about $397,125 at 4% or $264,750 at 6%; with 100% employer match about $297,844 at 4% or $198,563 at 6%. |
| 2005 | 1 | 2 | $428,501 | $45,030 | $22,515iApproximate average salary by contribution assumption: employee only about $562,875 at 4% or $375,250 at 6%; with 50% employer match about $375,250 at 4% or $250,167 at 6%; with 100% employer match about $281,438 at 4% or $187,625 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 2 | $428,501 | $45,030 | $22,515iApproximate average salary by contribution assumption: employee only about $562,875 at 4% or $375,250 at 6%; with 50% employer match about $375,250 at 4% or $250,167 at 6%; with 100% employer match about $281,438 at 4% or $187,625 at 6%. |
| 2004 | 1 | 4 | $380,251 | $44,345 | $11,086iApproximate average salary by contribution assumption: employee only about $277,156 at 4% or $184,771 at 6%; with 50% employer match about $184,771 at 4% or $123,181 at 6%; with 100% employer match about $138,578 at 4% or $92,385 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $380,251 | $44,345 | $11,086iApproximate average salary by contribution assumption: employee only about $277,156 at 4% or $184,771 at 6%; with 50% employer match about $184,771 at 4% or $123,181 at 6%; with 100% employer match about $138,578 at 4% or $92,385 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $236,184 | $32,265 | $8,066iApproximate average salary by contribution assumption: employee only about $201,656 at 4% or $134,438 at 6%; with 50% employer match about $134,438 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,219 at 6%. |
| Jim Parham & Associates Inc. Profit Sharing Plan | - | 4 | $236,184 | $32,265 | $8,066iApproximate average salary by contribution assumption: employee only about $201,656 at 4% or $134,438 at 6%; with 50% employer match about $134,438 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,219 at 6%. |