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  1. Companies/
  2. Bank of the James Financial Group, Inc.

Filings through Oct 24, 2026.

Bank of the James Financial Group, Inc.

EIN 20-0500300-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$20.8M assets
Health & Benefits
0
Participants
193
828 MAIN STREET - LYNCHBURG, VA 24504434-455-7597
Plans on this EIN
1 filing
#001401(k)-$20.8M - 193 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BANK OF THE JAMES FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$20.8M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BANK OF THE JAMES FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$20.8M1932025
  • BANK OF THE JAMES FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST$20.8M
    #001 · 401(k) · 2025193
Retirement plans
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