Civic Intelligence

T. James Williams & Co., A.C.

Plan context: T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan

EIN 77-0517988 • Fresno, CA • 25 filings • 6 plans

7120 N Whitney Suite 101Fresno, CA 93720-0153
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,167,579

2025 Contributions

$64,000

Historical Graphs

Total Assets Over Time

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

$1,167,579$583,790$0200120132025YearValue
$1,167,579Latest year 2025

Participants Over Time

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

320200120132025YearValue
2Latest year 2025

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
202512$1,167,579$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$1,167,579$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
202412$915,133$53,604$26,802iApproximate average salary by contribution assumption: employee only about $670,050 at 4% or $446,700 at 6%; with 50% employer match about $446,700 at 4% or $297,800 at 6%; with 100% employer match about $335,025 at 4% or $223,350 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$915,133$53,604$26,802iApproximate average salary by contribution assumption: employee only about $670,050 at 4% or $446,700 at 6%; with 50% employer match about $446,700 at 4% or $297,800 at 6%; with 100% employer match about $335,025 at 4% or $223,350 at 6%.
202312$698,037$46,020$23,010iApproximate average salary by contribution assumption: employee only about $575,250 at 4% or $383,500 at 6%; with 50% employer match about $383,500 at 4% or $255,667 at 6%; with 100% employer match about $287,625 at 4% or $191,750 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$698,037$46,020$23,010iApproximate average salary by contribution assumption: employee only about $575,250 at 4% or $383,500 at 6%; with 50% employer match about $383,500 at 4% or $255,667 at 6%; with 100% employer match about $287,625 at 4% or $191,750 at 6%.
202212$507,946$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$507,946$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
202112$589,252$54,280$27,140iApproximate average salary by contribution assumption: employee only about $678,500 at 4% or $452,333 at 6%; with 50% employer match about $452,333 at 4% or $301,556 at 6%; with 100% employer match about $339,250 at 4% or $226,167 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$589,252$54,280$27,140iApproximate average salary by contribution assumption: employee only about $678,500 at 4% or $452,333 at 6%; with 50% employer match about $452,333 at 4% or $301,556 at 6%; with 100% employer match about $339,250 at 4% or $226,167 at 6%.
202012$475,167$44,278$22,139iApproximate average salary by contribution assumption: employee only about $553,475 at 4% or $368,983 at 6%; with 50% employer match about $368,983 at 4% or $245,989 at 6%; with 100% employer match about $276,738 at 4% or $184,492 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$475,167$44,278$22,139iApproximate average salary by contribution assumption: employee only about $553,475 at 4% or $368,983 at 6%; with 50% employer match about $368,983 at 4% or $245,989 at 6%; with 100% employer match about $276,738 at 4% or $184,492 at 6%.
201912$565,571$46,515$23,258iApproximate average salary by contribution assumption: employee only about $581,438 at 4% or $387,625 at 6%; with 50% employer match about $387,625 at 4% or $258,417 at 6%; with 100% employer match about $290,719 at 4% or $193,813 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$565,571$46,515$23,258iApproximate average salary by contribution assumption: employee only about $581,438 at 4% or $387,625 at 6%; with 50% employer match about $387,625 at 4% or $258,417 at 6%; with 100% employer match about $290,719 at 4% or $193,813 at 6%.
201812$412,292$17,976$8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$412,292$17,976$8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%.
201712$411,671$17,808$8,904iApproximate average salary by contribution assumption: employee only about $222,600 at 4% or $148,400 at 6%; with 50% employer match about $148,400 at 4% or $98,933 at 6%; with 100% employer match about $111,300 at 4% or $74,200 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$411,671$17,808$8,904iApproximate average salary by contribution assumption: employee only about $222,600 at 4% or $148,400 at 6%; with 50% employer match about $148,400 at 4% or $98,933 at 6%; with 100% employer match about $111,300 at 4% or $74,200 at 6%.
201612$323,088$19,785$9,893iApproximate average salary by contribution assumption: employee only about $247,313 at 4% or $164,875 at 6%; with 50% employer match about $164,875 at 4% or $109,917 at 6%; with 100% employer match about $123,656 at 4% or $82,438 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$323,088$19,785$9,893iApproximate average salary by contribution assumption: employee only about $247,313 at 4% or $164,875 at 6%; with 50% employer match about $164,875 at 4% or $109,917 at 6%; with 100% employer match about $123,656 at 4% or $82,438 at 6%.
201512$318,389$19,259$9,630iApproximate average salary by contribution assumption: employee only about $240,738 at 4% or $160,492 at 6%; with 50% employer match about $160,492 at 4% or $106,994 at 6%; with 100% employer match about $120,369 at 4% or $80,246 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$318,389$19,259$9,630iApproximate average salary by contribution assumption: employee only about $240,738 at 4% or $160,492 at 6%; with 50% employer match about $160,492 at 4% or $106,994 at 6%; with 100% employer match about $120,369 at 4% or $80,246 at 6%.
201412$310,672$17,840$8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$310,672$17,840$8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%.
201312$289,131$19,863$9,932iApproximate average salary by contribution assumption: employee only about $248,288 at 4% or $165,525 at 6%; with 50% employer match about $165,525 at 4% or $110,350 at 6%; with 100% employer match about $124,144 at 4% or $82,763 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$289,131$19,863$9,932iApproximate average salary by contribution assumption: employee only about $248,288 at 4% or $165,525 at 6%; with 50% employer match about $165,525 at 4% or $110,350 at 6%; with 100% employer match about $124,144 at 4% or $82,763 at 6%.
201212$219,831$19,051$9,526iApproximate average salary by contribution assumption: employee only about $238,138 at 4% or $158,758 at 6%; with 50% employer match about $158,758 at 4% or $105,839 at 6%; with 100% employer match about $119,069 at 4% or $79,379 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$219,831$19,051$9,526iApproximate average salary by contribution assumption: employee only about $238,138 at 4% or $158,758 at 6%; with 50% employer match about $158,758 at 4% or $105,839 at 6%; with 100% employer match about $119,069 at 4% or $79,379 at 6%.
201112$179,210$18,464$9,232iApproximate average salary by contribution assumption: employee only about $230,800 at 4% or $153,867 at 6%; with 50% employer match about $153,867 at 4% or $102,578 at 6%; with 100% employer match about $115,400 at 4% or $76,933 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$179,210$18,464$9,232iApproximate average salary by contribution assumption: employee only about $230,800 at 4% or $153,867 at 6%; with 50% employer match about $153,867 at 4% or $102,578 at 6%; with 100% employer match about $115,400 at 4% or $76,933 at 6%.
201011$177,332$14,952$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-1$177,332$14,952$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
200911$121,012$14,952$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-1$121,012$14,952$14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%.
200812$78,116$15,339$7,670iApproximate average salary by contribution assumption: employee only about $191,738 at 4% or $127,825 at 6%; with 50% employer match about $127,825 at 4% or $85,217 at 6%; with 100% employer match about $95,869 at 4% or $63,913 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$78,116$15,339$7,670iApproximate average salary by contribution assumption: employee only about $191,738 at 4% or $127,825 at 6%; with 50% employer match about $127,825 at 4% or $85,217 at 6%; with 100% employer match about $95,869 at 4% or $63,913 at 6%.
200711$107,340$15,113$15,113iApproximate average salary by contribution assumption: employee only about $377,825 at 4% or $251,883 at 6%; with 50% employer match about $251,883 at 4% or $167,922 at 6%; with 100% employer match about $188,913 at 4% or $125,942 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-1$107,340$15,113$15,113iApproximate average salary by contribution assumption: employee only about $377,825 at 4% or $251,883 at 6%; with 50% employer match about $251,883 at 4% or $167,922 at 6%; with 100% employer match about $188,913 at 4% or $125,942 at 6%.
200611$84,270$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-1$84,270$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200513$63,769$12,436$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,089 at 6%; with 50% employer match about $69,089 at 4% or $46,059 at 6%; with 100% employer match about $51,817 at 4% or $34,544 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-3$63,769$12,436$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,089 at 6%; with 50% employer match about $69,089 at 4% or $46,059 at 6%; with 100% employer match about $51,817 at 4% or $34,544 at 6%.
200412$51,549$15,277$7,639iApproximate average salary by contribution assumption: employee only about $190,963 at 4% or $127,308 at 6%; with 50% employer match about $127,308 at 4% or $84,872 at 6%; with 100% employer match about $95,481 at 4% or $63,654 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-2$51,549$15,277$7,639iApproximate average salary by contribution assumption: employee only about $190,963 at 4% or $127,308 at 6%; with 50% employer match about $127,308 at 4% or $84,872 at 6%; with 100% employer match about $95,481 at 4% or $63,654 at 6%.
200311$41,949$14,706$14,706iApproximate average salary by contribution assumption: employee only about $367,650 at 4% or $245,100 at 6%; with 50% employer match about $245,100 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-1$41,949$14,706$14,706iApproximate average salary by contribution assumption: employee only about $367,650 at 4% or $245,100 at 6%; with 50% employer match about $245,100 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
200213$20,379$11,186$3,729iApproximate average salary by contribution assumption: employee only about $93,217 at 4% or $62,144 at 6%; with 50% employer match about $62,144 at 4% or $41,430 at 6%; with 100% employer match about $46,608 at 4% or $31,072 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-3$20,379$11,186$3,729iApproximate average salary by contribution assumption: employee only about $93,217 at 4% or $62,144 at 6%; with 50% employer match about $62,144 at 4% or $41,430 at 6%; with 100% employer match about $46,608 at 4% or $31,072 at 6%.
200113$19,293$20,045$6,682iApproximate average salary by contribution assumption: employee only about $167,042 at 4% or $111,361 at 6%; with 50% employer match about $111,361 at 4% or $74,241 at 6%; with 100% employer match about $83,521 at 4% or $55,681 at 6%.
T. James Williams & Co. A.C. 401 (K) Profit Sharing Retirement Plan-3$19,293$20,045$6,682iApproximate average salary by contribution assumption: employee only about $167,042 at 4% or $111,361 at 6%; with 50% employer match about $111,361 at 4% or $74,241 at 6%; with 100% employer match about $83,521 at 4% or $55,681 at 6%.