James Financial Group
Plan context: James Financial Group Profit Sharing Plan
EIN 71-1008999 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$534,096
2024 Contributions
$315,890
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 | 2 | $534,096 | $0 | - |
| James Financial Group Profit Sharing Plan | - | 2 | $534,096 | - | - |
| 2023 | 1 | 2 | $523,459 | $0 | - |
| James Financial Group Profit Sharing Plan | - | 2 | $523,459 | - | - |
| 2022 | 1 | 2 | $397,105 | $0 | - |
| James Financial Group Profit Sharing Plan | - | 2 | $397,105 | - | - |
| 2021 | 1 | 2 | $432,452 | $0 | - |
| James Financial Group Profit Sharing Plan | - | 2 | $432,452 | - | - |
| 2020 | 1 | 2 | $406,908 | $315,890 | $157,945iApproximate average salary by contribution assumption: employee only about $3,948,625 at 4% or $2,632,417 at 6%; with 50% employer match about $2,632,417 at 4% or $1,754,944 at 6%; with 100% employer match about $1,974,313 at 4% or $1,316,208 at 6%. |
| James Financial Group Profit Sharing Plan | - | 2 | $406,908 | $315,890 | $157,945iApproximate average salary by contribution assumption: employee only about $3,948,625 at 4% or $2,632,417 at 6%; with 50% employer match about $2,632,417 at 4% or $1,754,944 at 6%; with 100% employer match about $1,974,313 at 4% or $1,316,208 at 6%. |