Civic Intelligence

Lisa a. Whims-Squires, D.O., P.A.

Plan context: Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan

EIN 01-0695384 • Belleair Bluffs, FL • 16 filings • 1 plans

2840 West Bay Drive, #273Belleair Bluffs, FL 33770
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,606,628

2025 Contributions

$35,695

Historical Graphs

Total Assets Over Time

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

$2,606,628$1,303,314$0201020182025YearValue
$2,606,628Latest year 2025

Participants Over Time

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

630201020182025YearValue
5Latest 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
202515$2,606,628$35,695$7,139iApproximate average salary by contribution assumption: employee only about $178,475 at 4% or $118,983 at 6%; with 50% employer match about $118,983 at 4% or $79,322 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$2,606,628$35,695$7,139iApproximate average salary by contribution assumption: employee only about $178,475 at 4% or $118,983 at 6%; with 50% employer match about $118,983 at 4% or $79,322 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%.
202415$2,362,330$35,099$7,020iApproximate average salary by contribution assumption: employee only about $175,495 at 4% or $116,997 at 6%; with 50% employer match about $116,997 at 4% or $77,998 at 6%; with 100% employer match about $87,748 at 4% or $58,498 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$2,362,330$35,099$7,020iApproximate average salary by contribution assumption: employee only about $175,495 at 4% or $116,997 at 6%; with 50% employer match about $116,997 at 4% or $77,998 at 6%; with 100% employer match about $87,748 at 4% or $58,498 at 6%.
202315$1,723,932$33,690$6,738iApproximate average salary by contribution assumption: employee only about $168,450 at 4% or $112,300 at 6%; with 50% employer match about $112,300 at 4% or $74,867 at 6%; with 100% employer match about $84,225 at 4% or $56,150 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$1,723,932$33,690$6,738iApproximate average salary by contribution assumption: employee only about $168,450 at 4% or $112,300 at 6%; with 50% employer match about $112,300 at 4% or $74,867 at 6%; with 100% employer match about $84,225 at 4% or $56,150 at 6%.
202214$1,338,330$30,665$7,666iApproximate average salary by contribution assumption: employee only about $191,656 at 4% or $127,771 at 6%; with 50% employer match about $127,771 at 4% or $85,181 at 6%; with 100% employer match about $95,828 at 4% or $63,885 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$1,338,330$30,665$7,666iApproximate average salary by contribution assumption: employee only about $191,656 at 4% or $127,771 at 6%; with 50% employer match about $127,771 at 4% or $85,181 at 6%; with 100% employer match about $95,828 at 4% or $63,885 at 6%.
202114$1,621,831$30,183$7,546iApproximate average salary by contribution assumption: employee only about $188,644 at 4% or $125,763 at 6%; with 50% employer match about $125,763 at 4% or $83,842 at 6%; with 100% employer match about $94,322 at 4% or $62,881 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$1,621,831$30,183$7,546iApproximate average salary by contribution assumption: employee only about $188,644 at 4% or $125,763 at 6%; with 50% employer match about $125,763 at 4% or $83,842 at 6%; with 100% employer match about $94,322 at 4% or $62,881 at 6%.
202014$1,268,812$29,280$7,320iApproximate average salary by contribution assumption: employee only about $183,000 at 4% or $122,000 at 6%; with 50% employer match about $122,000 at 4% or $81,333 at 6%; with 100% employer match about $91,500 at 4% or $61,000 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$1,268,812$29,280$7,320iApproximate average salary by contribution assumption: employee only about $183,000 at 4% or $122,000 at 6%; with 50% employer match about $122,000 at 4% or $81,333 at 6%; with 100% employer match about $91,500 at 4% or $61,000 at 6%.
201914$988,297$29,012$7,253iApproximate average salary by contribution assumption: employee only about $181,325 at 4% or $120,883 at 6%; with 50% employer match about $120,883 at 4% or $80,589 at 6%; with 100% employer match about $90,663 at 4% or $60,442 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$988,297$29,012$7,253iApproximate average salary by contribution assumption: employee only about $181,325 at 4% or $120,883 at 6%; with 50% employer match about $120,883 at 4% or $80,589 at 6%; with 100% employer match about $90,663 at 4% or $60,442 at 6%.
201816$728,445$29,002$4,834iApproximate average salary by contribution assumption: employee only about $120,842 at 4% or $80,561 at 6%; with 50% employer match about $80,561 at 4% or $53,707 at 6%; with 100% employer match about $60,421 at 4% or $40,281 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-6$728,445$29,002$4,834iApproximate average salary by contribution assumption: employee only about $120,842 at 4% or $80,561 at 6%; with 50% employer match about $80,561 at 4% or $53,707 at 6%; with 100% employer match about $60,421 at 4% or $40,281 at 6%.
201715$793,541$25,543$5,109iApproximate average salary by contribution assumption: employee only about $127,715 at 4% or $85,143 at 6%; with 50% employer match about $85,143 at 4% or $56,762 at 6%; with 100% employer match about $63,858 at 4% or $42,572 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$793,541$25,543$5,109iApproximate average salary by contribution assumption: employee only about $127,715 at 4% or $85,143 at 6%; with 50% employer match about $85,143 at 4% or $56,762 at 6%; with 100% employer match about $63,858 at 4% or $42,572 at 6%.
201616$634,826$27,271$4,545iApproximate average salary by contribution assumption: employee only about $113,629 at 4% or $75,753 at 6%; with 50% employer match about $75,753 at 4% or $50,502 at 6%; with 100% employer match about $56,815 at 4% or $37,876 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-6$634,826$27,271$4,545iApproximate average salary by contribution assumption: employee only about $113,629 at 4% or $75,753 at 6%; with 50% employer match about $75,753 at 4% or $50,502 at 6%; with 100% employer match about $56,815 at 4% or $37,876 at 6%.
201515$564,798$24,711$4,942iApproximate average salary by contribution assumption: employee only about $123,555 at 4% or $82,370 at 6%; with 50% employer match about $82,370 at 4% or $54,913 at 6%; with 100% employer match about $61,778 at 4% or $41,185 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$564,798$24,711$4,942iApproximate average salary by contribution assumption: employee only about $123,555 at 4% or $82,370 at 6%; with 50% employer match about $82,370 at 4% or $54,913 at 6%; with 100% employer match about $61,778 at 4% or $41,185 at 6%.
201414$543,034$26,893$6,723iApproximate average salary by contribution assumption: employee only about $168,081 at 4% or $112,054 at 6%; with 50% employer match about $112,054 at 4% or $74,703 at 6%; with 100% employer match about $84,041 at 4% or $56,027 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$543,034$26,893$6,723iApproximate average salary by contribution assumption: employee only about $168,081 at 4% or $112,054 at 6%; with 50% employer match about $112,054 at 4% or $74,703 at 6%; with 100% employer match about $84,041 at 4% or $56,027 at 6%.
201315$478,194$71,563$14,313iApproximate average salary by contribution assumption: employee only about $357,815 at 4% or $238,543 at 6%; with 50% employer match about $238,543 at 4% or $159,029 at 6%; with 100% employer match about $178,908 at 4% or $119,272 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$478,194$71,563$14,313iApproximate average salary by contribution assumption: employee only about $357,815 at 4% or $238,543 at 6%; with 50% employer match about $238,543 at 4% or $159,029 at 6%; with 100% employer match about $178,908 at 4% or $119,272 at 6%.
201215$333,455$288,411$57,682iApproximate average salary by contribution assumption: employee only about $1,442,055 at 4% or $961,370 at 6%; with 50% employer match about $961,370 at 4% or $640,913 at 6%; with 100% employer match about $721,028 at 4% or $480,685 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-5$333,455$288,411$57,682iApproximate average salary by contribution assumption: employee only about $1,442,055 at 4% or $961,370 at 6%; with 50% employer match about $961,370 at 4% or $640,913 at 6%; with 100% employer match about $721,028 at 4% or $480,685 at 6%.
201114$36,142$10,406$2,602iApproximate average salary by contribution assumption: employee only about $65,038 at 4% or $43,358 at 6%; with 50% employer match about $43,358 at 4% or $28,906 at 6%; with 100% employer match about $32,519 at 4% or $21,679 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-4$36,142$10,406$2,602iApproximate average salary by contribution assumption: employee only about $65,038 at 4% or $43,358 at 6%; with 50% employer match about $43,358 at 4% or $28,906 at 6%; with 100% employer match about $32,519 at 4% or $21,679 at 6%.
201013$26,747$24,899$8,300iApproximate average salary by contribution assumption: employee only about $207,492 at 4% or $138,328 at 6%; with 50% employer match about $138,328 at 4% or $92,219 at 6%; with 100% employer match about $103,746 at 4% or $69,164 at 6%.
Lisa a. Whims-Squires, D.O., P.A. 401(K) Profit Sharing Plan-3$26,747$24,899$8,300iApproximate average salary by contribution assumption: employee only about $207,492 at 4% or $138,328 at 6%; with 50% employer match about $138,328 at 4% or $92,219 at 6%; with 100% employer match about $103,746 at 4% or $69,164 at 6%.