Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$2,128,124
2025 Contributions
$60,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $2,128,124 | $0 | - |
| James Nola Investment Trust | - | 0 | $2,128,124 | - | - |
| 2024 | 1 | 1 | $2,081,262 | $0 | - |
| James Nola Investment Trust | - | 1 | $2,081,262 | - | - |
| 2023 | 1 | 1 | $2,096,968 | $0 | - |
| James Nola Investment Trust | - | 1 | $2,096,968 | - | - |
| 2022 | 1 | 1 | $1,789,894 | $0 | - |
| James Nola Investment Trust | - | 1 | $1,789,894 | - | - |
| 2021 | 1 | 1 | $1,419,683 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| James Nola Investment Trust | - | 1 | $1,419,683 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2020 | 1 | 0 | $1,316,912 | $40,000 | - |
| James Nola Investment Trust | - | - | $1,316,912 | $40,000 | - |
| 2019 | 1 | 1 | $1,220,650 | $44,538 | $44,538iApproximate average salary by contribution assumption: employee only about $1,113,450 at 4% or $742,300 at 6%; with 50% employer match about $742,300 at 4% or $494,867 at 6%; with 100% employer match about $556,725 at 4% or $371,150 at 6%. |
| James Nola Investment Trust | - | 1 | $1,220,650 | $44,538 | $44,538iApproximate average salary by contribution assumption: employee only about $1,113,450 at 4% or $742,300 at 6%; with 50% employer match about $742,300 at 4% or $494,867 at 6%; with 100% employer match about $556,725 at 4% or $371,150 at 6%. |
| 2018 | 1 | 1 | $1,102,051 | $0 | - |
| James Nola Investment Trust | - | 1 | $1,102,051 | - | - |
| 2017 | 1 | 1 | $863,210 | $665,000 | $665,000iApproximate average salary by contribution assumption: employee only about $16,625,000 at 4% or $11,083,333 at 6%; with 50% employer match about $11,083,333 at 4% or $7,388,889 at 6%; with 100% employer match about $8,312,500 at 4% or $5,541,667 at 6%. |
| James Nola Investment Trust | - | 1 | $863,210 | $665,000 | $665,000iApproximate average salary by contribution assumption: employee only about $16,625,000 at 4% or $11,083,333 at 6%; with 50% employer match about $11,083,333 at 4% or $7,388,889 at 6%; with 100% employer match about $8,312,500 at 4% or $5,541,667 at 6%. |
| 2016 | 1 | 1 | $156,120 | $0 | - |
| James Nola Investment Trust | - | 1 | $156,120 | - | - |