Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,206,033
2025 Contributions
$10,000
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 | 4 | $1,206,033 | $0 | - |
| Sbv James Inc. Retirement Plan | - | 4 | $1,206,033 | - | - |
| 2024 | 1 | 4 | $1,108,481 | $0 | - |
| Sbv James Inc. Retirement Plan | - | 4 | $1,108,481 | - | - |
| 2023 | 1 | 4 | $1,052,042 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sbv James Inc. Retirement Plan | - | 4 | $1,052,042 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2022 | 1 | 3 | $1,013,853 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| Sbv James Inc. Retirement Plan | - | 3 | $1,013,853 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| 2021 | 1 | 2 | $683,134 | $15,330 | $7,665iApproximate average salary by contribution assumption: employee only about $191,625 at 4% or $127,750 at 6%; with 50% employer match about $127,750 at 4% or $85,167 at 6%; with 100% employer match about $95,813 at 4% or $63,875 at 6%. |
| Sbv James Inc. Retirement Plan | - | 2 | $683,134 | $15,330 | $7,665iApproximate average salary by contribution assumption: employee only about $191,625 at 4% or $127,750 at 6%; with 50% employer match about $127,750 at 4% or $85,167 at 6%; with 100% employer match about $95,813 at 4% or $63,875 at 6%. |
| 2020 | 1 | 2 | $231,318 | $350,080 | $175,040iApproximate average salary by contribution assumption: employee only about $4,376,000 at 4% or $2,917,333 at 6%; with 50% employer match about $2,917,333 at 4% or $1,944,889 at 6%; with 100% employer match about $2,188,000 at 4% or $1,458,667 at 6%. |
| Sbv James Inc. Retirement Plan | - | 2 | $231,318 | $350,080 | $175,040iApproximate average salary by contribution assumption: employee only about $4,376,000 at 4% or $2,917,333 at 6%; with 50% employer match about $2,917,333 at 4% or $1,944,889 at 6%; with 100% employer match about $2,188,000 at 4% or $1,458,667 at 6%. |
| 2019 | 1 | 2 | $149,985 | $150,015 | $75,008iApproximate average salary by contribution assumption: employee only about $1,875,188 at 4% or $1,250,125 at 6%; with 50% employer match about $1,250,125 at 4% or $833,417 at 6%; with 100% employer match about $937,594 at 4% or $625,063 at 6%. |
| Sbv James Inc. Retirement Plan | - | 2 | $149,985 | $150,015 | $75,008iApproximate average salary by contribution assumption: employee only about $1,875,188 at 4% or $1,250,125 at 6%; with 50% employer match about $1,250,125 at 4% or $833,417 at 6%; with 100% employer match about $937,594 at 4% or $625,063 at 6%. |