Civic Intelligence

James Sowell Company LP

Plan context: Sowell & Co. 401(K) Plan

EIN 75-2613714 • Dallas, TX • 24 filings • 2 plans

1601 Elm St. Suite 3500Dallas, TX 75201
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,960,619

2024 Contributions

$366,553

Historical Graphs

Total Assets Over Time

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

$6,135,336$3,067,668$0200020132024YearValue
$5,960,619Latest year 2024

Participants Over Time

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

30150200020132024YearValue
20Latest 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
2024120$5,960,619$366,553$18,328iApproximate average salary by contribution assumption: employee only about $458,191 at 4% or $305,461 at 6%; with 50% employer match about $305,461 at 4% or $203,641 at 6%; with 100% employer match about $229,096 at 4% or $152,730 at 6%.
Sowell & Co. 401(K) Plan-20$5,960,619$366,553$18,328iApproximate average salary by contribution assumption: employee only about $458,191 at 4% or $305,461 at 6%; with 50% employer match about $305,461 at 4% or $203,641 at 6%; with 100% employer match about $229,096 at 4% or $152,730 at 6%.
2023119$5,039,477$290,225$15,275iApproximate average salary by contribution assumption: employee only about $381,875 at 4% or $254,583 at 6%; with 50% employer match about $254,583 at 4% or $169,722 at 6%; with 100% employer match about $190,938 at 4% or $127,292 at 6%.
Sowell & Co. 401(K) Plan-19$5,039,477$290,225$15,275iApproximate average salary by contribution assumption: employee only about $381,875 at 4% or $254,583 at 6%; with 50% employer match about $254,583 at 4% or $169,722 at 6%; with 100% employer match about $190,938 at 4% or $127,292 at 6%.
2022122$4,501,831$357,182$16,236iApproximate average salary by contribution assumption: employee only about $405,889 at 4% or $270,592 at 6%; with 50% employer match about $270,592 at 4% or $180,395 at 6%; with 100% employer match about $202,944 at 4% or $135,296 at 6%.
Sowell & Co. 401(K) Plan-22$4,501,831$357,182$16,236iApproximate average salary by contribution assumption: employee only about $405,889 at 4% or $270,592 at 6%; with 50% employer match about $270,592 at 4% or $180,395 at 6%; with 100% employer match about $202,944 at 4% or $135,296 at 6%.
2021121$6,135,336$342,850$16,326iApproximate average salary by contribution assumption: employee only about $408,155 at 4% or $272,103 at 6%; with 50% employer match about $272,103 at 4% or $181,402 at 6%; with 100% employer match about $204,077 at 4% or $136,052 at 6%.
Sowell & Co. 401(K) Plan-21$6,135,336$342,850$16,326iApproximate average salary by contribution assumption: employee only about $408,155 at 4% or $272,103 at 6%; with 50% employer match about $272,103 at 4% or $181,402 at 6%; with 100% employer match about $204,077 at 4% or $136,052 at 6%.
2020124$5,289,786$424,897$17,704iApproximate average salary by contribution assumption: employee only about $442,601 at 4% or $295,067 at 6%; with 50% employer match about $295,067 at 4% or $196,712 at 6%; with 100% employer match about $221,301 at 4% or $147,534 at 6%.
Sowell & Co. 401(K) Plan-24$5,289,786$424,897$17,704iApproximate average salary by contribution assumption: employee only about $442,601 at 4% or $295,067 at 6%; with 50% employer match about $295,067 at 4% or $196,712 at 6%; with 100% employer match about $221,301 at 4% or $147,534 at 6%.
2019124$4,270,090$455,885$18,995iApproximate average salary by contribution assumption: employee only about $474,880 at 4% or $316,587 at 6%; with 50% employer match about $316,587 at 4% or $211,058 at 6%; with 100% employer match about $237,440 at 4% or $158,293 at 6%.
Sowell & Co. 401(K) Plan-24$4,270,090$455,885$18,995iApproximate average salary by contribution assumption: employee only about $474,880 at 4% or $316,587 at 6%; with 50% employer match about $316,587 at 4% or $211,058 at 6%; with 100% employer match about $237,440 at 4% or $158,293 at 6%.
2018125$3,982,786$506,499$20,260iApproximate average salary by contribution assumption: employee only about $506,499 at 4% or $337,666 at 6%; with 50% employer match about $337,666 at 4% or $225,111 at 6%; with 100% employer match about $253,249 at 4% or $168,833 at 6%.
Sowell & Co. 401(K) Plan-25$3,982,786$506,499$20,260iApproximate average salary by contribution assumption: employee only about $506,499 at 4% or $337,666 at 6%; with 50% employer match about $337,666 at 4% or $225,111 at 6%; with 100% employer match about $253,249 at 4% or $168,833 at 6%.
2017127$4,010,902$543,004$20,111iApproximate average salary by contribution assumption: employee only about $502,781 at 4% or $335,188 at 6%; with 50% employer match about $335,188 at 4% or $223,458 at 6%; with 100% employer match about $251,391 at 4% or $167,594 at 6%.
Sowell & Co. 401(K) Plan-27$4,010,902$543,004$20,111iApproximate average salary by contribution assumption: employee only about $502,781 at 4% or $335,188 at 6%; with 50% employer match about $335,188 at 4% or $223,458 at 6%; with 100% employer match about $251,391 at 4% or $167,594 at 6%.
2016130$3,364,611$421,521$14,051iApproximate average salary by contribution assumption: employee only about $351,268 at 4% or $234,178 at 6%; with 50% employer match about $234,178 at 4% or $156,119 at 6%; with 100% employer match about $175,634 at 4% or $117,089 at 6%.
Sowell & Co. 401(K) Plan-30$3,364,611$421,521$14,051iApproximate average salary by contribution assumption: employee only about $351,268 at 4% or $234,178 at 6%; with 50% employer match about $234,178 at 4% or $156,119 at 6%; with 100% employer match about $175,634 at 4% or $117,089 at 6%.
2015130$3,218,720$434,162$14,472iApproximate average salary by contribution assumption: employee only about $361,802 at 4% or $241,201 at 6%; with 50% employer match about $241,201 at 4% or $160,801 at 6%; with 100% employer match about $180,901 at 4% or $120,601 at 6%.
Sowell & Co. 401(K) Plan-30$3,218,720$434,162$14,472iApproximate average salary by contribution assumption: employee only about $361,802 at 4% or $241,201 at 6%; with 50% employer match about $241,201 at 4% or $160,801 at 6%; with 100% employer match about $180,901 at 4% or $120,601 at 6%.
2014126$2,971,479$519,056$19,964iApproximate average salary by contribution assumption: employee only about $499,092 at 4% or $332,728 at 6%; with 50% employer match about $332,728 at 4% or $221,819 at 6%; with 100% employer match about $249,546 at 4% or $166,364 at 6%.
Sowell & Co. 401(K) Plan-26$2,971,479$519,056$19,964iApproximate average salary by contribution assumption: employee only about $499,092 at 4% or $332,728 at 6%; with 50% employer match about $332,728 at 4% or $221,819 at 6%; with 100% employer match about $249,546 at 4% or $166,364 at 6%.
2013123$2,397,712$298,210$12,966iApproximate average salary by contribution assumption: employee only about $324,141 at 4% or $216,094 at 6%; with 50% employer match about $216,094 at 4% or $144,063 at 6%; with 100% employer match about $162,071 at 4% or $108,047 at 6%.
Sowell & Co. 401(K) Plan-23$2,397,712$298,210$12,966iApproximate average salary by contribution assumption: employee only about $324,141 at 4% or $216,094 at 6%; with 50% employer match about $216,094 at 4% or $144,063 at 6%; with 100% employer match about $162,071 at 4% or $108,047 at 6%.
2012121$1,886,818$440,686$20,985iApproximate average salary by contribution assumption: employee only about $524,626 at 4% or $349,751 at 6%; with 50% employer match about $349,751 at 4% or $233,167 at 6%; with 100% employer match about $262,313 at 4% or $174,875 at 6%.
Sowell & Co. 401(K) Plan-21$1,886,818$440,686$20,985iApproximate average salary by contribution assumption: employee only about $524,626 at 4% or $349,751 at 6%; with 50% employer match about $349,751 at 4% or $233,167 at 6%; with 100% employer match about $262,313 at 4% or $174,875 at 6%.
2011119$1,368,680$226,662$11,930iApproximate average salary by contribution assumption: employee only about $298,239 at 4% or $198,826 at 6%; with 50% employer match about $198,826 at 4% or $132,551 at 6%; with 100% employer match about $149,120 at 4% or $99,413 at 6%.
Sowell & Co. 401(K) Plan-19$1,368,680$226,662$11,930iApproximate average salary by contribution assumption: employee only about $298,239 at 4% or $198,826 at 6%; with 50% employer match about $198,826 at 4% or $132,551 at 6%; with 100% employer match about $149,120 at 4% or $99,413 at 6%.
2010120$1,247,502$240,532$12,027iApproximate average salary by contribution assumption: employee only about $300,665 at 4% or $200,443 at 6%; with 50% employer match about $200,443 at 4% or $133,629 at 6%; with 100% employer match about $150,333 at 4% or $100,222 at 6%.
Sowell & Co. 401(K) Plan-20$1,247,502$240,532$12,027iApproximate average salary by contribution assumption: employee only about $300,665 at 4% or $200,443 at 6%; with 50% employer match about $200,443 at 4% or $133,629 at 6%; with 100% employer match about $150,333 at 4% or $100,222 at 6%.
2009118$1,042,468$200,898$11,161iApproximate average salary by contribution assumption: employee only about $279,025 at 4% or $186,017 at 6%; with 50% employer match about $186,017 at 4% or $124,011 at 6%; with 100% employer match about $139,513 at 4% or $93,008 at 6%.
Sowell & Co. 401(K) Plan-18$1,042,468$200,898$11,161iApproximate average salary by contribution assumption: employee only about $279,025 at 4% or $186,017 at 6%; with 50% employer match about $186,017 at 4% or $124,011 at 6%; with 100% employer match about $139,513 at 4% or $93,008 at 6%.
2007115$1,407,717$134,876$8,992iApproximate average salary by contribution assumption: employee only about $224,793 at 4% or $149,862 at 6%; with 50% employer match about $149,862 at 4% or $99,908 at 6%; with 100% employer match about $112,397 at 4% or $74,931 at 6%.
Sowell & Co. 401(K) Plan-15$1,407,717$134,876$8,992iApproximate average salary by contribution assumption: employee only about $224,793 at 4% or $149,862 at 6%; with 50% employer match about $149,862 at 4% or $99,908 at 6%; with 100% employer match about $112,397 at 4% or $74,931 at 6%.
2006124$1,151,836$131,521$5,480iApproximate average salary by contribution assumption: employee only about $137,001 at 4% or $91,334 at 6%; with 50% employer match about $91,334 at 4% or $60,889 at 6%; with 100% employer match about $68,501 at 4% or $45,667 at 6%.
Sowell & Co. 401(K) Plan-24$1,151,836$131,521$5,480iApproximate average salary by contribution assumption: employee only about $137,001 at 4% or $91,334 at 6%; with 50% employer match about $91,334 at 4% or $60,889 at 6%; with 100% employer match about $68,501 at 4% or $45,667 at 6%.
2005116$913,848$140,032$8,752iApproximate average salary by contribution assumption: employee only about $218,800 at 4% or $145,867 at 6%; with 50% employer match about $145,867 at 4% or $97,244 at 6%; with 100% employer match about $109,400 at 4% or $72,933 at 6%.
Sowell & Co. 401(K) Plan-16$913,848$140,032$8,752iApproximate average salary by contribution assumption: employee only about $218,800 at 4% or $145,867 at 6%; with 50% employer match about $145,867 at 4% or $97,244 at 6%; with 100% employer match about $109,400 at 4% or $72,933 at 6%.
2004117$779,928$101,092$5,947iApproximate average salary by contribution assumption: employee only about $148,665 at 4% or $99,110 at 6%; with 50% employer match about $99,110 at 4% or $66,073 at 6%; with 100% employer match about $74,332 at 4% or $49,555 at 6%.
Sowell & Co. 401(K) Plan-17$779,928$101,092$5,947iApproximate average salary by contribution assumption: employee only about $148,665 at 4% or $99,110 at 6%; with 50% employer match about $99,110 at 4% or $66,073 at 6%; with 100% employer match about $74,332 at 4% or $49,555 at 6%.
2003115$595,134$95,057$6,337iApproximate average salary by contribution assumption: employee only about $158,428 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,214 at 4% or $52,809 at 6%.
Sowell & Co. 401(K) Plan-15$595,134$95,057$6,337iApproximate average salary by contribution assumption: employee only about $158,428 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,214 at 4% or $52,809 at 6%.
2002116$370,774$96,252$6,016iApproximate average salary by contribution assumption: employee only about $150,394 at 4% or $100,263 at 6%; with 50% employer match about $100,263 at 4% or $66,842 at 6%; with 100% employer match about $75,197 at 4% or $50,131 at 6%.
Sowell & Co. 401(K) Plan-16$370,774$96,252$6,016iApproximate average salary by contribution assumption: employee only about $150,394 at 4% or $100,263 at 6%; with 50% employer match about $100,263 at 4% or $66,842 at 6%; with 100% employer match about $75,197 at 4% or $50,131 at 6%.
2001114$384,848$102,319$7,309iApproximate average salary by contribution assumption: employee only about $182,713 at 4% or $121,808 at 6%; with 50% employer match about $121,808 at 4% or $81,206 at 6%; with 100% employer match about $91,356 at 4% or $60,904 at 6%.
Sowell & Co. 401(K) Plan-14$384,848$102,319$7,309iApproximate average salary by contribution assumption: employee only about $182,713 at 4% or $121,808 at 6%; with 50% employer match about $121,808 at 4% or $81,206 at 6%; with 100% employer match about $91,356 at 4% or $60,904 at 6%.
2000113$338,566$80,216$6,170iApproximate average salary by contribution assumption: employee only about $154,262 at 4% or $102,841 at 6%; with 50% employer match about $102,841 at 4% or $68,561 at 6%; with 100% employer match about $77,131 at 4% or $51,421 at 6%.
Sowell & Co. 401(K) Plan-13$338,566$80,216$6,170iApproximate average salary by contribution assumption: employee only about $154,262 at 4% or $102,841 at 6%; with 50% employer match about $102,841 at 4% or $68,561 at 6%; with 100% employer match about $77,131 at 4% or $51,421 at 6%.