Civic Intelligence

Collier Insurance

Plan context: James D. Collier & Company Profit Sharing Plan & Trust

EIN 62-0632599 • Memphis, TN • 26 filings • 4 plans

606 S. Mendenhall Road, Suite 200Memphis, TN 38117-4243
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$12,484,136

2024 Contributions

$805,108

Historical Graphs

Total Assets Over Time

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

$12,484,136$6,242,068$0199920122024YearValue
$12,484,136Latest year 2024

Participants Over Time

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

57290199920122024YearValue
53Latest 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
2024153$12,484,136$805,108$15,191iApproximate average salary by contribution assumption: employee only about $379,768 at 4% or $253,179 at 6%; with 50% employer match about $253,179 at 4% or $168,786 at 6%; with 100% employer match about $189,884 at 4% or $126,589 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-53$12,484,136$805,108$15,191iApproximate average salary by contribution assumption: employee only about $379,768 at 4% or $253,179 at 6%; with 50% employer match about $253,179 at 4% or $168,786 at 6%; with 100% employer match about $189,884 at 4% or $126,589 at 6%.
2023150$10,652,029$728,814$14,576iApproximate average salary by contribution assumption: employee only about $364,407 at 4% or $242,938 at 6%; with 50% employer match about $242,938 at 4% or $161,959 at 6%; with 100% employer match about $182,204 at 4% or $121,469 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-50$10,652,029$728,814$14,576iApproximate average salary by contribution assumption: employee only about $364,407 at 4% or $242,938 at 6%; with 50% employer match about $242,938 at 4% or $161,959 at 6%; with 100% employer match about $182,204 at 4% or $121,469 at 6%.
2022157$8,822,929$646,951$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-57$8,822,929$646,951$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
2021151$9,845,040$553,273$10,848iApproximate average salary by contribution assumption: employee only about $271,212 at 4% or $180,808 at 6%; with 50% employer match about $180,808 at 4% or $120,539 at 6%; with 100% employer match about $135,606 at 4% or $90,404 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-51$9,845,040$553,273$10,848iApproximate average salary by contribution assumption: employee only about $271,212 at 4% or $180,808 at 6%; with 50% employer match about $180,808 at 4% or $120,539 at 6%; with 100% employer match about $135,606 at 4% or $90,404 at 6%.
2020151$8,555,782$547,171$10,729iApproximate average salary by contribution assumption: employee only about $268,221 at 4% or $178,814 at 6%; with 50% employer match about $178,814 at 4% or $119,209 at 6%; with 100% employer match about $134,111 at 4% or $89,407 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-51$8,555,782$547,171$10,729iApproximate average salary by contribution assumption: employee only about $268,221 at 4% or $178,814 at 6%; with 50% employer match about $178,814 at 4% or $119,209 at 6%; with 100% employer match about $134,111 at 4% or $89,407 at 6%.
2019147$7,245,608$435,859$9,274iApproximate average salary by contribution assumption: employee only about $231,840 at 4% or $154,560 at 6%; with 50% employer match about $154,560 at 4% or $103,040 at 6%; with 100% employer match about $115,920 at 4% or $77,280 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-47$7,245,608$435,859$9,274iApproximate average salary by contribution assumption: employee only about $231,840 at 4% or $154,560 at 6%; with 50% employer match about $154,560 at 4% or $103,040 at 6%; with 100% employer match about $115,920 at 4% or $77,280 at 6%.
2018144$6,342,619$407,994$9,273iApproximate average salary by contribution assumption: employee only about $231,815 at 4% or $154,543 at 6%; with 50% employer match about $154,543 at 4% or $103,029 at 6%; with 100% employer match about $115,907 at 4% or $77,272 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-44$6,342,619$407,994$9,273iApproximate average salary by contribution assumption: employee only about $231,815 at 4% or $154,543 at 6%; with 50% employer match about $154,543 at 4% or $103,029 at 6%; with 100% employer match about $115,907 at 4% or $77,272 at 6%.
2017143$6,480,483$405,124$9,421iApproximate average salary by contribution assumption: employee only about $235,537 at 4% or $157,025 at 6%; with 50% employer match about $157,025 at 4% or $104,683 at 6%; with 100% employer match about $117,769 at 4% or $78,512 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-43$6,480,483$405,124$9,421iApproximate average salary by contribution assumption: employee only about $235,537 at 4% or $157,025 at 6%; with 50% employer match about $157,025 at 4% or $104,683 at 6%; with 100% employer match about $117,769 at 4% or $78,512 at 6%.
2016141$5,307,727$377,952$9,218iApproximate average salary by contribution assumption: employee only about $230,459 at 4% or $153,639 at 6%; with 50% employer match about $153,639 at 4% or $102,426 at 6%; with 100% employer match about $115,229 at 4% or $76,820 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-41$5,307,727$377,952$9,218iApproximate average salary by contribution assumption: employee only about $230,459 at 4% or $153,639 at 6%; with 50% employer match about $153,639 at 4% or $102,426 at 6%; with 100% employer match about $115,229 at 4% or $76,820 at 6%.
2015140$4,773,376$372,583$9,315iApproximate average salary by contribution assumption: employee only about $232,864 at 4% or $155,243 at 6%; with 50% employer match about $155,243 at 4% or $103,495 at 6%; with 100% employer match about $116,432 at 4% or $77,621 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-40$4,773,376$372,583$9,315iApproximate average salary by contribution assumption: employee only about $232,864 at 4% or $155,243 at 6%; with 50% employer match about $155,243 at 4% or $103,495 at 6%; with 100% employer match about $116,432 at 4% or $77,621 at 6%.
2014137$4,692,936$338,777$9,156iApproximate average salary by contribution assumption: employee only about $228,903 at 4% or $152,602 at 6%; with 50% employer match about $152,602 at 4% or $101,735 at 6%; with 100% employer match about $114,452 at 4% or $76,301 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-37$4,692,936$338,777$9,156iApproximate average salary by contribution assumption: employee only about $228,903 at 4% or $152,602 at 6%; with 50% employer match about $152,602 at 4% or $101,735 at 6%; with 100% employer match about $114,452 at 4% or $76,301 at 6%.
2013134$4,416,850$298,867$8,790iApproximate average salary by contribution assumption: employee only about $219,755 at 4% or $146,503 at 6%; with 50% employer match about $146,503 at 4% or $97,669 at 6%; with 100% employer match about $109,878 at 4% or $73,252 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-34$4,416,850$298,867$8,790iApproximate average salary by contribution assumption: employee only about $219,755 at 4% or $146,503 at 6%; with 50% employer match about $146,503 at 4% or $97,669 at 6%; with 100% employer match about $109,878 at 4% or $73,252 at 6%.
2012136$3,625,905$300,044$8,335iApproximate average salary by contribution assumption: employee only about $208,364 at 4% or $138,909 at 6%; with 50% employer match about $138,909 at 4% or $92,606 at 6%; with 100% employer match about $104,182 at 4% or $69,455 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-36$3,625,905$300,044$8,335iApproximate average salary by contribution assumption: employee only about $208,364 at 4% or $138,909 at 6%; with 50% employer match about $138,909 at 4% or $92,606 at 6%; with 100% employer match about $104,182 at 4% or $69,455 at 6%.
2011133$2,989,809$283,985$8,606iApproximate average salary by contribution assumption: employee only about $215,140 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,713 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-33$2,989,809$283,985$8,606iApproximate average salary by contribution assumption: employee only about $215,140 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,713 at 6%.
2010136$3,073,197$304,893$8,469iApproximate average salary by contribution assumption: employee only about $211,731 at 4% or $141,154 at 6%; with 50% employer match about $141,154 at 4% or $94,103 at 6%; with 100% employer match about $105,866 at 4% or $70,577 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-36$3,073,197$304,893$8,469iApproximate average salary by contribution assumption: employee only about $211,731 at 4% or $141,154 at 6%; with 50% employer match about $141,154 at 4% or $94,103 at 6%; with 100% employer match about $105,866 at 4% or $70,577 at 6%.
2009134$2,504,602$297,992$8,764iApproximate average salary by contribution assumption: employee only about $219,112 at 4% or $146,075 at 6%; with 50% employer match about $146,075 at 4% or $97,383 at 6%; with 100% employer match about $109,556 at 4% or $73,037 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-34$2,504,602$297,992$8,764iApproximate average salary by contribution assumption: employee only about $219,112 at 4% or $146,075 at 6%; with 50% employer match about $146,075 at 4% or $97,383 at 6%; with 100% employer match about $109,556 at 4% or $73,037 at 6%.
2008127$1,771,848$291,300$10,789iApproximate average salary by contribution assumption: employee only about $269,722 at 4% or $179,815 at 6%; with 50% employer match about $179,815 at 4% or $119,877 at 6%; with 100% employer match about $134,861 at 4% or $89,907 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-27$1,771,848$291,300$10,789iApproximate average salary by contribution assumption: employee only about $269,722 at 4% or $179,815 at 6%; with 50% employer match about $179,815 at 4% or $119,877 at 6%; with 100% employer match about $134,861 at 4% or $89,907 at 6%.
2007130$2,398,386$232,426$7,748iApproximate average salary by contribution assumption: employee only about $193,688 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-30$2,398,386$232,426$7,748iApproximate average salary by contribution assumption: employee only about $193,688 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
2006126$2,058,950$209,797$8,069iApproximate average salary by contribution assumption: employee only about $201,728 at 4% or $134,485 at 6%; with 50% employer match about $134,485 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,243 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-26$2,058,950$209,797$8,069iApproximate average salary by contribution assumption: employee only about $201,728 at 4% or $134,485 at 6%; with 50% employer match about $134,485 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,243 at 6%.
2005126$1,690,446$175,445$6,748iApproximate average salary by contribution assumption: employee only about $168,697 at 4% or $112,465 at 6%; with 50% employer match about $112,465 at 4% or $74,976 at 6%; with 100% employer match about $84,349 at 4% or $56,232 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-26$1,690,446$175,445$6,748iApproximate average salary by contribution assumption: employee only about $168,697 at 4% or $112,465 at 6%; with 50% employer match about $112,465 at 4% or $74,976 at 6%; with 100% employer match about $84,349 at 4% or $56,232 at 6%.
2004122$1,443,195$155,774$7,081iApproximate average salary by contribution assumption: employee only about $177,016 at 4% or $118,011 at 6%; with 50% employer match about $118,011 at 4% or $78,674 at 6%; with 100% employer match about $88,508 at 4% or $59,005 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-22$1,443,195$155,774$7,081iApproximate average salary by contribution assumption: employee only about $177,016 at 4% or $118,011 at 6%; with 50% employer match about $118,011 at 4% or $78,674 at 6%; with 100% employer match about $88,508 at 4% or $59,005 at 6%.
2003122$1,175,490$147,452$6,702iApproximate average salary by contribution assumption: employee only about $167,559 at 4% or $111,706 at 6%; with 50% employer match about $111,706 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-22$1,175,490$147,452$6,702iApproximate average salary by contribution assumption: employee only about $167,559 at 4% or $111,706 at 6%; with 50% employer match about $111,706 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%.
2002122$810,116$160,517$7,296iApproximate average salary by contribution assumption: employee only about $182,406 at 4% or $121,604 at 6%; with 50% employer match about $121,604 at 4% or $81,069 at 6%; with 100% employer match about $91,203 at 4% or $60,802 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-22$810,116$160,517$7,296iApproximate average salary by contribution assumption: employee only about $182,406 at 4% or $121,604 at 6%; with 50% employer match about $121,604 at 4% or $81,069 at 6%; with 100% employer match about $91,203 at 4% or $60,802 at 6%.
2001119$0$0-
James D. Collier & Company Profit Sharing Plan & Trust-19---
2000117$792,383$113,355$6,668iApproximate average salary by contribution assumption: employee only about $166,699 at 4% or $111,132 at 6%; with 50% employer match about $111,132 at 4% or $74,088 at 6%; with 100% employer match about $83,349 at 4% or $55,566 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-17$792,383$113,355$6,668iApproximate average salary by contribution assumption: employee only about $166,699 at 4% or $111,132 at 6%; with 50% employer match about $111,132 at 4% or $74,088 at 6%; with 100% employer match about $83,349 at 4% or $55,566 at 6%.
1999119$735,324$129,108$6,795iApproximate average salary by contribution assumption: employee only about $169,879 at 4% or $113,253 at 6%; with 50% employer match about $113,253 at 4% or $75,502 at 6%; with 100% employer match about $84,939 at 4% or $56,626 at 6%.
James D. Collier & Company Profit Sharing Plan & Trust-19$735,324$129,108$6,795iApproximate average salary by contribution assumption: employee only about $169,879 at 4% or $113,253 at 6%; with 50% employer match about $113,253 at 4% or $75,502 at 6%; with 100% employer match about $84,939 at 4% or $56,626 at 6%.