Civic Intelligence

R.L. James Inc.

Plan context: R.L. James Inc. 401(K) Plan

EIN 65-0063087 • Fort Myers, FL • 25 filings • 5 plans

3949 Evans Avenue, Ste #109Fort Myers, FL 33901-9341
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$3,140,215

2024 Contributions

$323,098

Historical Graphs

Total Assets Over Time

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

$3,140,215$1,570,108$0200520152023YearValue
$3,140,215Latest year 2023

Participants Over Time

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

66330200520142023YearValue
66Latest year 2023

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
202410$0$0-
R.L. James Inc. 401(K) Plan-0$0--
2023166$3,140,215$323,098$4,895iApproximate average salary by contribution assumption: employee only about $122,386 at 4% or $81,590 at 6%; with 50% employer match about $81,590 at 4% or $54,394 at 6%; with 100% employer match about $61,193 at 4% or $40,795 at 6%.
R.L. James Inc. 401(K) Plan-66$3,140,215$323,098$4,895iApproximate average salary by contribution assumption: employee only about $122,386 at 4% or $81,590 at 6%; with 50% employer match about $81,590 at 4% or $54,394 at 6%; with 100% employer match about $61,193 at 4% or $40,795 at 6%.
2022162$2,412,535$298,022$4,807iApproximate average salary by contribution assumption: employee only about $120,170 at 4% or $80,113 at 6%; with 50% employer match about $80,113 at 4% or $53,409 at 6%; with 100% employer match about $60,085 at 4% or $40,057 at 6%.
R.L. James Inc. 401(K) Plan-62$2,412,535$298,022$4,807iApproximate average salary by contribution assumption: employee only about $120,170 at 4% or $80,113 at 6%; with 50% employer match about $80,113 at 4% or $53,409 at 6%; with 100% employer match about $60,085 at 4% or $40,057 at 6%.
2021162$2,750,197$263,030$4,242iApproximate average salary by contribution assumption: employee only about $106,060 at 4% or $70,707 at 6%; with 50% employer match about $70,707 at 4% or $47,138 at 6%; with 100% employer match about $53,030 at 4% or $35,353 at 6%.
R.L. James Inc. 401(K) Plan-62$2,750,197$263,030$4,242iApproximate average salary by contribution assumption: employee only about $106,060 at 4% or $70,707 at 6%; with 50% employer match about $70,707 at 4% or $47,138 at 6%; with 100% employer match about $53,030 at 4% or $35,353 at 6%.
2020157$2,227,884$254,704$4,468iApproximate average salary by contribution assumption: employee only about $111,712 at 4% or $74,475 at 6%; with 50% employer match about $74,475 at 4% or $49,650 at 6%; with 100% employer match about $55,856 at 4% or $37,237 at 6%.
R.L. James Inc. 401(K) Plan-57$2,227,884$254,704$4,468iApproximate average salary by contribution assumption: employee only about $111,712 at 4% or $74,475 at 6%; with 50% employer match about $74,475 at 4% or $49,650 at 6%; with 100% employer match about $55,856 at 4% or $37,237 at 6%.
2019166$1,886,825$235,628$3,570iApproximate average salary by contribution assumption: employee only about $89,253 at 4% or $59,502 at 6%; with 50% employer match about $59,502 at 4% or $39,668 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.
R.L. James Inc. 401(K) Plan-66$1,886,825$235,628$3,570iApproximate average salary by contribution assumption: employee only about $89,253 at 4% or $59,502 at 6%; with 50% employer match about $59,502 at 4% or $39,668 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.
2018165$1,448,561$225,543$3,470iApproximate average salary by contribution assumption: employee only about $86,747 at 4% or $57,832 at 6%; with 50% employer match about $57,832 at 4% or $38,554 at 6%; with 100% employer match about $43,374 at 4% or $28,916 at 6%.
R.L. James Inc. 401(K) Plan-65$1,448,561$225,543$3,470iApproximate average salary by contribution assumption: employee only about $86,747 at 4% or $57,832 at 6%; with 50% employer match about $57,832 at 4% or $38,554 at 6%; with 100% employer match about $43,374 at 4% or $28,916 at 6%.
2017159$1,393,438$161,932$2,745iApproximate average salary by contribution assumption: employee only about $68,615 at 4% or $45,744 at 6%; with 50% employer match about $45,744 at 4% or $30,496 at 6%; with 100% employer match about $34,308 at 4% or $22,872 at 6%.
R.L. James Inc. 401(K) Plan-59$1,393,438$161,932$2,745iApproximate average salary by contribution assumption: employee only about $68,615 at 4% or $45,744 at 6%; with 50% employer match about $45,744 at 4% or $30,496 at 6%; with 100% employer match about $34,308 at 4% or $22,872 at 6%.
2016159$1,172,541$141,872$2,405iApproximate average salary by contribution assumption: employee only about $60,115 at 4% or $40,077 at 6%; with 50% employer match about $40,077 at 4% or $26,718 at 6%; with 100% employer match about $30,058 at 4% or $20,038 at 6%.
R.L. James Inc. 401(K) Plan-59$1,172,541$141,872$2,405iApproximate average salary by contribution assumption: employee only about $60,115 at 4% or $40,077 at 6%; with 50% employer match about $40,077 at 4% or $26,718 at 6%; with 100% employer match about $30,058 at 4% or $20,038 at 6%.
2015155$1,033,486$119,096$2,165iApproximate average salary by contribution assumption: employee only about $54,135 at 4% or $36,090 at 6%; with 50% employer match about $36,090 at 4% or $24,060 at 6%; with 100% employer match about $27,067 at 4% or $18,045 at 6%.
R.L. James Inc. 401(K) Plan-55$1,033,486$119,096$2,165iApproximate average salary by contribution assumption: employee only about $54,135 at 4% or $36,090 at 6%; with 50% employer match about $36,090 at 4% or $24,060 at 6%; with 100% employer match about $27,067 at 4% or $18,045 at 6%.
2014155$1,008,658$97,205$1,767iApproximate average salary by contribution assumption: employee only about $44,184 at 4% or $29,456 at 6%; with 50% employer match about $29,456 at 4% or $19,637 at 6%; with 100% employer match about $22,092 at 4% or $14,728 at 6%.
R.L. James Inc. 401(K) Plan-55$1,008,658$97,205$1,767iApproximate average salary by contribution assumption: employee only about $44,184 at 4% or $29,456 at 6%; with 50% employer match about $29,456 at 4% or $19,637 at 6%; with 100% employer match about $22,092 at 4% or $14,728 at 6%.
2013147$899,613$65,550$1,395iApproximate average salary by contribution assumption: employee only about $34,867 at 4% or $23,245 at 6%; with 50% employer match about $23,245 at 4% or $15,496 at 6%; with 100% employer match about $17,434 at 4% or $11,622 at 6%.
R.L. James Inc. 401(K) Plan-47$899,613$65,550$1,395iApproximate average salary by contribution assumption: employee only about $34,867 at 4% or $23,245 at 6%; with 50% employer match about $23,245 at 4% or $15,496 at 6%; with 100% employer match about $17,434 at 4% or $11,622 at 6%.
2012148$772,063$61,748$1,286iApproximate average salary by contribution assumption: employee only about $32,160 at 4% or $21,440 at 6%; with 50% employer match about $21,440 at 4% or $14,294 at 6%; with 100% employer match about $16,080 at 4% or $10,720 at 6%.
R.L. James Inc. 401(K) Plan-48$772,063$61,748$1,286iApproximate average salary by contribution assumption: employee only about $32,160 at 4% or $21,440 at 6%; with 50% employer match about $21,440 at 4% or $14,294 at 6%; with 100% employer match about $16,080 at 4% or $10,720 at 6%.
2011153$649,616$58,082$1,096iApproximate average salary by contribution assumption: employee only about $27,397 at 4% or $18,265 at 6%; with 50% employer match about $18,265 at 4% or $12,177 at 6%; with 100% employer match about $13,699 at 4% or $9,132 at 6%.
R.L. James Inc. 401(K) Plan-53$649,616$58,082$1,096iApproximate average salary by contribution assumption: employee only about $27,397 at 4% or $18,265 at 6%; with 50% employer match about $18,265 at 4% or $12,177 at 6%; with 100% employer match about $13,699 at 4% or $9,132 at 6%.
2010165$812,006$210,777$3,243iApproximate average salary by contribution assumption: employee only about $81,068 at 4% or $54,045 at 6%; with 50% employer match about $54,045 at 4% or $36,030 at 6%; with 100% employer match about $40,534 at 4% or $27,023 at 6%.
R.L. James Inc. 401(K) Plan-65$812,006$210,777$3,243iApproximate average salary by contribution assumption: employee only about $81,068 at 4% or $54,045 at 6%; with 50% employer match about $54,045 at 4% or $36,030 at 6%; with 100% employer match about $40,534 at 4% or $27,023 at 6%.
2009265$576,992$104,869$1,613iApproximate average salary by contribution assumption: employee only about $40,334 at 4% or $26,889 at 6%; with 50% employer match about $26,889 at 4% or $17,926 at 6%; with 100% employer match about $20,167 at 4% or $13,445 at 6%.
R.L. James Inc. 401(K) Plan-65$576,992$104,869$1,613iApproximate average salary by contribution assumption: employee only about $40,334 at 4% or $26,889 at 6%; with 50% employer match about $26,889 at 4% or $17,926 at 6%; with 100% employer match about $20,167 at 4% or $13,445 at 6%.
R L JAMES, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-0$0$0-
2008266$515,661$181,241$2,746iApproximate average salary by contribution assumption: employee only about $68,652 at 4% or $45,768 at 6%; with 50% employer match about $45,768 at 4% or $30,512 at 6%; with 100% employer match about $34,326 at 4% or $22,884 at 6%.
R.L. James Inc. 401(K) Plan-66$393,571$181,241$2,746iApproximate average salary by contribution assumption: employee only about $68,652 at 4% or $45,768 at 6%; with 50% employer match about $45,768 at 4% or $30,512 at 6%; with 100% employer match about $34,326 at 4% or $22,884 at 6%.
R L JAMES, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$122,090--
2007264$0$0-
R.L. James Inc. 401(K) Plan-64---
R L JAMES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-29---
2006248$529,130$449,261$9,360iApproximate average salary by contribution assumption: employee only about $233,990 at 4% or $155,993 at 6%; with 50% employer match about $155,993 at 4% or $103,996 at 6%; with 100% employer match about $116,995 at 4% or $77,997 at 6%.
R L JAMES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-30$326,055$250,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
R.L. James Inc. 401(K) Plan-48$203,075$199,261$4,151iApproximate average salary by contribution assumption: employee only about $103,782 at 4% or $69,188 at 6%; with 50% employer match about $69,188 at 4% or $46,125 at 6%; with 100% employer match about $51,891 at 4% or $34,594 at 6%.
200516$4,683$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
R L JAMES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-6$4,683$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
200210$0$0-
R.L. James Inc. 401(K) Plan-0---