THE SAINT JAMES SCHOOL
Plan context: Defined Contribution Plan for All Employees of St James School
EIN 63-0366280 • Montgomery, AL • 65 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
119
2024 Assets
$21,388,896
2024 Contributions
$357,045
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 | 119 | $0 | $0 | - |
| Saint James School Term Life Insurance Plan | - | 119 | - | - | - |
| 2023 | 3 | 155 | $21,388,896 | $357,045 | $2,304iApproximate average salary by contribution assumption: employee only about $57,588 at 4% or $38,392 at 6%; with 50% employer match about $38,392 at 4% or $25,595 at 6%; with 100% employer match about $28,794 at 4% or $19,196 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 0 | $12,464,705 | $90,072 | - |
| Saint James School Tda | - | 0 | $8,924,191 | $266,973 | - |
| Saint James School Term Life Insurance Plan | - | 155 | - | - | - |
| 2022 | 3 | 155 | $20,469,007 | $415,444 | $2,680iApproximate average salary by contribution assumption: employee only about $67,007 at 4% or $44,671 at 6%; with 50% employer match about $44,671 at 4% or $29,781 at 6%; with 100% employer match about $33,504 at 4% or $22,336 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 108 | $12,021,521 | $117,856 | $1,091iApproximate average salary by contribution assumption: employee only about $27,281 at 4% or $18,188 at 6%; with 50% employer match about $18,188 at 4% or $12,125 at 6%; with 100% employer match about $13,641 at 4% or $9,094 at 6%. |
| Saint James School Tda | - | 69 | $8,447,486 | $297,588 | $4,313iApproximate average salary by contribution assumption: employee only about $107,822 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,941 at 6%. |
| Saint James School Term Life Insurance Plan | - | 155 | - | - | - |
| 2021 | 3 | 128 | $23,608,187 | $563,558 | $4,403iApproximate average salary by contribution assumption: employee only about $110,070 at 4% or $73,380 at 6%; with 50% employer match about $73,380 at 4% or $48,920 at 6%; with 100% employer match about $55,035 at 4% or $36,690 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 101 | $13,969,889 | $107,054 | $1,060iApproximate average salary by contribution assumption: employee only about $26,499 at 4% or $17,666 at 6%; with 50% employer match about $17,666 at 4% or $11,777 at 6%; with 100% employer match about $13,249 at 4% or $8,833 at 6%. |
| Saint James School Tda | - | 70 | $9,638,298 | $456,504 | $6,521iApproximate average salary by contribution assumption: employee only about $163,037 at 4% or $108,691 at 6%; with 50% employer match about $108,691 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%. |
| Saint James School Term Life Insurance Plan | - | 128 | - | - | - |
| 2020 | 2 | 108 | $21,661,564 | $434,078 | $4,019iApproximate average salary by contribution assumption: employee only about $100,481 at 4% or $66,987 at 6%; with 50% employer match about $66,987 at 4% or $44,658 at 6%; with 100% employer match about $50,241 at 4% or $33,494 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 108 | $13,200,687 | $115,621 | $1,071iApproximate average salary by contribution assumption: employee only about $26,764 at 4% or $17,843 at 6%; with 50% employer match about $17,843 at 4% or $11,895 at 6%; with 100% employer match about $13,382 at 4% or $8,921 at 6%. |
| Saint James School Tda | - | 72 | $8,460,877 | $318,457 | $4,423iApproximate average salary by contribution assumption: employee only about $110,575 at 4% or $73,717 at 6%; with 50% employer match about $73,717 at 4% or $49,145 at 6%; with 100% employer match about $55,288 at 4% or $36,858 at 6%. |
| 2019 | 3 | 176 | $19,741,469 | $641,364 | $3,644iApproximate average salary by contribution assumption: employee only about $91,103 at 4% or $60,735 at 6%; with 50% employer match about $60,735 at 4% or $40,490 at 6%; with 100% employer match about $45,551 at 4% or $30,368 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 118 | $12,046,749 | $257,676 | $2,184iApproximate average salary by contribution assumption: employee only about $54,592 at 4% or $36,395 at 6%; with 50% employer match about $36,395 at 4% or $24,263 at 6%; with 100% employer match about $27,296 at 4% or $18,197 at 6%. |
| Saint James School Tda | - | 75 | $7,694,720 | $383,688 | $5,116iApproximate average salary by contribution assumption: employee only about $127,896 at 4% or $85,264 at 6%; with 50% employer match about $85,264 at 4% or $56,843 at 6%; with 100% employer match about $63,948 at 4% or $42,632 at 6%. |
| Saint James School Term Life Insurance Plan | - | 176 | - | - | - |
| 2018 | 3 | 167 | $17,492,513 | $712,445 | $4,266iApproximate average salary by contribution assumption: employee only about $106,653 at 4% or $71,102 at 6%; with 50% employer match about $71,102 at 4% or $47,402 at 6%; with 100% employer match about $53,327 at 4% or $35,551 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 120 | $10,785,613 | $362,715 | $3,023iApproximate average salary by contribution assumption: employee only about $75,566 at 4% or $50,377 at 6%; with 50% employer match about $50,377 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%. |
| Saint James School Tda | - | 76 | $6,706,900 | $349,730 | $4,602iApproximate average salary by contribution assumption: employee only about $115,043 at 4% or $76,695 at 6%; with 50% employer match about $76,695 at 4% or $51,130 at 6%; with 100% employer match about $57,521 at 4% or $38,348 at 6%. |
| Saint James School Term Life Insurance Plan | - | 167 | - | - | - |
| 2017 | 3 | 120 | $18,213,608 | $648,970 | $5,408iApproximate average salary by contribution assumption: employee only about $135,202 at 4% or $90,135 at 6%; with 50% employer match about $90,135 at 4% or $60,090 at 6%; with 100% employer match about $67,601 at 4% or $45,067 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 120 | $11,330,080 | $335,964 | $2,800iApproximate average salary by contribution assumption: employee only about $69,993 at 4% or $46,662 at 6%; with 50% employer match about $46,662 at 4% or $31,108 at 6%; with 100% employer match about $34,996 at 4% or $23,331 at 6%. |
| Saint James School Tda | - | 74 | $6,883,528 | $313,006 | $4,230iApproximate average salary by contribution assumption: employee only about $105,745 at 4% or $70,497 at 6%; with 50% employer match about $70,497 at 4% or $46,998 at 6%; with 100% employer match about $52,873 at 4% or $35,248 at 6%. |
| Saint James School Term Life Insurance Plan | - | 120 | - | - | - |
| 2016 | 3 | 118 | $17,304,568 | $640,617 | $5,429iApproximate average salary by contribution assumption: employee only about $135,724 at 4% or $90,483 at 6%; with 50% employer match about $90,483 at 4% or $60,322 at 6%; with 100% employer match about $67,862 at 4% or $45,241 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 116 | $10,833,248 | $324,096 | $2,794iApproximate average salary by contribution assumption: employee only about $69,848 at 4% or $46,566 at 6%; with 50% employer match about $46,566 at 4% or $31,044 at 6%; with 100% employer match about $34,924 at 4% or $23,283 at 6%. |
| Saint James School Tda | - | 76 | $6,471,320 | $316,521 | $4,165iApproximate average salary by contribution assumption: employee only about $104,119 at 4% or $69,413 at 6%; with 50% employer match about $69,413 at 4% or $46,275 at 6%; with 100% employer match about $52,059 at 4% or $34,706 at 6%. |
| Saint James School Term Life Insurance Plan | - | 118 | - | - | - |
| 2015 | 3 | 129 | $16,443,508 | $616,284 | $4,777iApproximate average salary by contribution assumption: employee only about $119,435 at 4% or $79,623 at 6%; with 50% employer match about $79,623 at 4% or $53,082 at 6%; with 100% employer match about $59,717 at 4% or $39,812 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 110 | $10,529,361 | $319,825 | $2,908iApproximate average salary by contribution assumption: employee only about $72,688 at 4% or $48,458 at 6%; with 50% employer match about $48,458 at 4% or $32,306 at 6%; with 100% employer match about $36,344 at 4% or $24,229 at 6%. |
| Saint James School Tda | - | 74 | $5,914,147 | $296,459 | $4,006iApproximate average salary by contribution assumption: employee only about $100,155 at 4% or $66,770 at 6%; with 50% employer match about $66,770 at 4% or $44,513 at 6%; with 100% employer match about $50,078 at 4% or $33,385 at 6%. |
| Saint James School Term Life Insurance Plan | - | 129 | - | - | - |
| 2014 | 3 | 116 | $16,716,957 | $684,534 | $5,901iApproximate average salary by contribution assumption: employee only about $147,529 at 4% or $98,353 at 6%; with 50% employer match about $98,353 at 4% or $65,568 at 6%; with 100% employer match about $73,764 at 4% or $49,176 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 116 | $10,600,577 | $326,423 | $2,814iApproximate average salary by contribution assumption: employee only about $70,350 at 4% or $46,900 at 6%; with 50% employer match about $46,900 at 4% or $31,267 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%. |
| Saint James School Tda | - | 75 | $6,116,380 | $358,111 | $4,775iApproximate average salary by contribution assumption: employee only about $119,370 at 4% or $79,580 at 6%; with 50% employer match about $79,580 at 4% or $53,053 at 6%; with 100% employer match about $59,685 at 4% or $39,790 at 6%. |
| Saint James School Term Life Insurance Plan | - | 116 | - | - | - |
| 2013 | 3 | 122 | $16,487,455 | $701,691 | $5,752iApproximate average salary by contribution assumption: employee only about $143,789 at 4% or $95,859 at 6%; with 50% employer match about $95,859 at 4% or $63,906 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 122 | $10,519,416 | $321,764 | $2,637iApproximate average salary by contribution assumption: employee only about $65,935 at 4% or $43,957 at 6%; with 50% employer match about $43,957 at 4% or $29,305 at 6%; with 100% employer match about $32,968 at 4% or $21,978 at 6%. |
| Saint James School Tda | - | 87 | $5,968,039 | $379,927 | $4,367iApproximate average salary by contribution assumption: employee only about $109,174 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,587 at 4% or $36,391 at 6%. |
| Saint James School Term Life Insurance Plan | - | 116 | - | - | - |
| 2012 | 3 | 125 | $14,302,850 | $678,906 | $5,431iApproximate average salary by contribution assumption: employee only about $135,781 at 4% or $90,521 at 6%; with 50% employer match about $90,521 at 4% or $60,347 at 6%; with 100% employer match about $67,891 at 4% or $45,260 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 118 | $9,315,671 | $308,249 | $2,612iApproximate average salary by contribution assumption: employee only about $65,307 at 4% or $43,538 at 6%; with 50% employer match about $43,538 at 4% or $29,025 at 6%; with 100% employer match about $32,653 at 4% or $21,769 at 6%. |
| Saint James School Tda | - | 91 | $4,987,179 | $370,657 | $4,073iApproximate average salary by contribution assumption: employee only about $101,829 at 4% or $67,886 at 6%; with 50% employer match about $67,886 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%. |
| Saint James School Term Life Insurance Plan | - | 125 | - | - | - |
| 2011 | 3 | 118 | $12,665,641 | $687,574 | $5,827iApproximate average salary by contribution assumption: employee only about $145,672 at 4% or $97,115 at 6%; with 50% employer match about $97,115 at 4% or $64,743 at 6%; with 100% employer match about $72,836 at 4% or $48,557 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 117 | $8,410,081 | $300,449 | $2,568iApproximate average salary by contribution assumption: employee only about $64,199 at 4% or $42,799 at 6%; with 50% employer match about $42,799 at 4% or $28,533 at 6%; with 100% employer match about $32,099 at 4% or $21,400 at 6%. |
| Saint James School Tda | - | 93 | $4,255,560 | $387,125 | $4,163iApproximate average salary by contribution assumption: employee only about $104,066 at 4% or $69,377 at 6%; with 50% employer match about $69,377 at 4% or $46,251 at 6%; with 100% employer match about $52,033 at 4% or $34,689 at 6%. |
| Saint James School Term Life Insurance Plan | - | 118 | - | - | - |
| 2010 | 3 | 222 | $12,227,948 | $691,744 | $3,116iApproximate average salary by contribution assumption: employee only about $77,899 at 4% or $51,933 at 6%; with 50% employer match about $51,933 at 4% or $34,622 at 6%; with 100% employer match about $38,950 at 4% or $25,966 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 222 | $8,296,394 | $292,069 | $1,316iApproximate average salary by contribution assumption: employee only about $32,891 at 4% or $21,927 at 6%; with 50% employer match about $21,927 at 4% or $14,618 at 6%; with 100% employer match about $16,445 at 4% or $10,964 at 6%. |
| Saint James School Tda | - | 162 | $3,931,554 | $399,675 | $2,467iApproximate average salary by contribution assumption: employee only about $61,678 at 4% or $41,119 at 6%; with 50% employer match about $41,119 at 4% or $27,413 at 6%; with 100% employer match about $30,839 at 4% or $20,559 at 6%. |
| Saint James School Term Life Insurance Plan | - | 120 | - | - | - |
| 2009 | 3 | 215 | $11,059,924 | $701,993 | $3,265iApproximate average salary by contribution assumption: employee only about $81,627 at 4% or $54,418 at 6%; with 50% employer match about $54,418 at 4% or $36,279 at 6%; with 100% employer match about $40,814 at 4% or $27,209 at 6%. |
| Defined Contribution Plan for All Employees of St James School | - | 215 | $7,704,460 | $293,725 | $1,366iApproximate average salary by contribution assumption: employee only about $34,154 at 4% or $22,769 at 6%; with 50% employer match about $22,769 at 4% or $15,180 at 6%; with 100% employer match about $17,077 at 4% or $11,385 at 6%. |
| Saint James School Tda | - | 161 | $3,355,464 | $408,268 | $2,536iApproximate average salary by contribution assumption: employee only about $63,396 at 4% or $42,264 at 6%; with 50% employer match about $42,264 at 4% or $28,176 at 6%; with 100% employer match about $31,698 at 4% or $21,132 at 6%. |
| Saint James School Term Life Insurance Plan | - | 113 | - | - | - |
| 2008 | 2 | 118 | $0 | $0 | - |
| Saint James School Term Life Insurance Plan | - | 118 | - | - | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| 2007 | 2 | 146 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 146 | - | - | - |
| 2006 | 2 | 120 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 120 | - | - | - |
| 2005 | 2 | 132 | $0 | $0 | - |
| Saint James School Term Life Insurance Plan | - | 132 | - | - | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| 2004 | 2 | 143 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 143 | - | - | - |
| 2003 | 2 | 146 | $0 | $0 | - |
| Saint James School Term Life Insurance Plan | - | 146 | - | - | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| 2002 | 2 | 151 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 151 | - | - | - |
| 2001 | 2 | 155 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 155 | - | - | - |
| 2000 | 2 | 151 | $0 | $0 | - |
| Saint James School Term Life Insurance Plan | - | 151 | - | - | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| 1999 | 2 | 147 | $0 | $0 | - |
| Defined Contribution Plan for All Employees of St James School | - | 0 | - | - | - |
| Saint James School Term Life Insurance Plan | - | 147 | - | - | - |