James H. Monroe, Pa
Plan context: James H. Monroe, Pa 401(K) P/S Plan
EIN 59-3185610 • Orlando, FL • 18 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$558,182
2018 Contributions
$25,682
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 3 | $558,182 | $25,682 | $8,561iApproximate average salary by contribution assumption: employee only about $214,017 at 4% or $142,678 at 6%; with 50% employer match about $142,678 at 4% or $95,119 at 6%; with 100% employer match about $107,008 at 4% or $71,339 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 3 | $558,182 | $25,682 | $8,561iApproximate average salary by contribution assumption: employee only about $214,017 at 4% or $142,678 at 6%; with 50% employer match about $142,678 at 4% or $95,119 at 6%; with 100% employer match about $107,008 at 4% or $71,339 at 6%. |
| 2016 | 1 | 3 | $447,449 | $19,740 | $6,580iApproximate average salary by contribution assumption: employee only about $164,500 at 4% or $109,667 at 6%; with 50% employer match about $109,667 at 4% or $73,111 at 6%; with 100% employer match about $82,250 at 4% or $54,833 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 3 | $447,449 | $19,740 | $6,580iApproximate average salary by contribution assumption: employee only about $164,500 at 4% or $109,667 at 6%; with 50% employer match about $109,667 at 4% or $73,111 at 6%; with 100% employer match about $82,250 at 4% or $54,833 at 6%. |
| 2015 | 1 | 4 | $411,774 | $25,143 | $6,286iApproximate average salary by contribution assumption: employee only about $157,144 at 4% or $104,763 at 6%; with 50% employer match about $104,763 at 4% or $69,842 at 6%; with 100% employer match about $78,572 at 4% or $52,381 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 4 | $411,774 | $25,143 | $6,286iApproximate average salary by contribution assumption: employee only about $157,144 at 4% or $104,763 at 6%; with 50% employer match about $104,763 at 4% or $69,842 at 6%; with 100% employer match about $78,572 at 4% or $52,381 at 6%. |
| 2014 | 1 | 5 | $403,233 | $38,452 | $7,690iApproximate average salary by contribution assumption: employee only about $192,260 at 4% or $128,173 at 6%; with 50% employer match about $128,173 at 4% or $85,449 at 6%; with 100% employer match about $96,130 at 4% or $64,087 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 5 | $403,233 | $38,452 | $7,690iApproximate average salary by contribution assumption: employee only about $192,260 at 4% or $128,173 at 6%; with 50% employer match about $128,173 at 4% or $85,449 at 6%; with 100% employer match about $96,130 at 4% or $64,087 at 6%. |
| 2013 | 1 | 5 | $343,550 | $44,683 | $8,937iApproximate average salary by contribution assumption: employee only about $223,415 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,296 at 6%; with 100% employer match about $111,708 at 4% or $74,472 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 5 | $343,550 | $44,683 | $8,937iApproximate average salary by contribution assumption: employee only about $223,415 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,296 at 6%; with 100% employer match about $111,708 at 4% or $74,472 at 6%. |
| 2012 | 1 | 5 | $231,056 | $43,946 | $8,789iApproximate average salary by contribution assumption: employee only about $219,730 at 4% or $146,487 at 6%; with 50% employer match about $146,487 at 4% or $97,658 at 6%; with 100% employer match about $109,865 at 4% or $73,243 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 5 | $231,056 | $43,946 | $8,789iApproximate average salary by contribution assumption: employee only about $219,730 at 4% or $146,487 at 6%; with 50% employer match about $146,487 at 4% or $97,658 at 6%; with 100% employer match about $109,865 at 4% or $73,243 at 6%. |
| 2011 | 1 | 5 | $163,356 | $46,971 | $9,394iApproximate average salary by contribution assumption: employee only about $234,855 at 4% or $156,570 at 6%; with 50% employer match about $156,570 at 4% or $104,380 at 6%; with 100% employer match about $117,428 at 4% or $78,285 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 5 | $163,356 | $46,971 | $9,394iApproximate average salary by contribution assumption: employee only about $234,855 at 4% or $156,570 at 6%; with 50% employer match about $156,570 at 4% or $104,380 at 6%; with 100% employer match about $117,428 at 4% or $78,285 at 6%. |
| 2010 | 1 | 5 | $124,019 | $28,508 | $5,702iApproximate average salary by contribution assumption: employee only about $142,540 at 4% or $95,027 at 6%; with 50% employer match about $95,027 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 5 | $124,019 | $28,508 | $5,702iApproximate average salary by contribution assumption: employee only about $142,540 at 4% or $95,027 at 6%; with 50% employer match about $95,027 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%. |
| 2009 | 1 | 1 | $83,069 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 1 | $83,069 | $0 | - |
| 2008 | 1 | 3 | $63,592 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 3 | $63,592 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 1 | - | - | - |
| 2006 | 1 | 2 | $70,967 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 2 | $70,967 | - | - |
| 2005 | 1 | 0 | $68,995 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 0 | $68,995 | - | - |
| 2004 | 1 | 2 | $58,913 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 2 | $58,913 | - | - |
| 2003 | 1 | 2 | $42,839 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 2 | $42,839 | - | - |
| 2002 | 1 | 2 | $42,839 | $0 | - |
| James H. Monroe, Pa 401(K) P/S Plan | - | 2 | $42,839 | - | - |
| 2000 | 1 | 2 | $15,000 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| James H. Monroe, Pa 401(K) P/S Plan | - | 2 | $15,000 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |