DAVID JAMES FINANCIAL GROUP, LLC
Plan context: DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN
EIN 82-1563794 • Monroe, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,200,014
2025 Contributions
$578,075
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 | 3 | $1,200,014 | $578,075 | $192,692iApproximate average salary by contribution assumption: employee only about $4,817,292 at 4% or $3,211,528 at 6%; with 50% employer match about $3,211,528 at 4% or $2,141,019 at 6%; with 100% employer match about $2,408,646 at 4% or $1,605,764 at 6%. |
| DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN | - | 3 | $1,200,014 | $578,075 | $192,692iApproximate average salary by contribution assumption: employee only about $4,817,292 at 4% or $3,211,528 at 6%; with 50% employer match about $3,211,528 at 4% or $2,141,019 at 6%; with 100% employer match about $2,408,646 at 4% or $1,605,764 at 6%. |
| 2024 | 1 | 2 | $518,403 | $59,489 | $29,745iApproximate average salary by contribution assumption: employee only about $743,613 at 4% or $495,742 at 6%; with 50% employer match about $495,742 at 4% or $330,494 at 6%; with 100% employer match about $371,806 at 4% or $247,871 at 6%. |
| DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN | - | 2 | $518,403 | $59,489 | $29,745iApproximate average salary by contribution assumption: employee only about $743,613 at 4% or $495,742 at 6%; with 50% employer match about $495,742 at 4% or $330,494 at 6%; with 100% employer match about $371,806 at 4% or $247,871 at 6%. |
| 2023 | 1 | 2 | $389,082 | $358,165 | $179,083iApproximate average salary by contribution assumption: employee only about $4,477,063 at 4% or $2,984,708 at 6%; with 50% employer match about $2,984,708 at 4% or $1,989,806 at 6%; with 100% employer match about $2,238,531 at 4% or $1,492,354 at 6%. |
| DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN | - | 2 | $389,082 | $358,165 | $179,083iApproximate average salary by contribution assumption: employee only about $4,477,063 at 4% or $2,984,708 at 6%; with 50% employer match about $2,984,708 at 4% or $1,989,806 at 6%; with 100% employer match about $2,238,531 at 4% or $1,492,354 at 6%. |