Civic Intelligence

Lorenzo & Lorenzo, P.A.

Plan context: Lorenzo & Lorenzo, P.A. 401(K) Savings Plan

EIN 11-3753671 • Tampa, FL • 19 filings • 2 plans

4701 N. Armenia Ave.Tampa, FL 33603-2705
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,386,166

2024 Contributions

$176,017

Historical Graphs

Total Assets Over Time

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

$2,386,166$1,193,083$0200520152024YearValue
$2,386,166Latest year 2024

Participants Over Time

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

23120200520152024YearValue
23Latest year 2024

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
2024123$2,386,166$176,017$7,653iApproximate average salary by contribution assumption: employee only about $191,323 at 4% or $127,549 at 6%; with 50% employer match about $127,549 at 4% or $85,032 at 6%; with 100% employer match about $95,661 at 4% or $63,774 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-23$2,386,166$176,017$7,653iApproximate average salary by contribution assumption: employee only about $191,323 at 4% or $127,549 at 6%; with 50% employer match about $127,549 at 4% or $85,032 at 6%; with 100% employer match about $95,661 at 4% or $63,774 at 6%.
2023120$2,050,015$184,757$9,238iApproximate average salary by contribution assumption: employee only about $230,946 at 4% or $153,964 at 6%; with 50% employer match about $153,964 at 4% or $102,643 at 6%; with 100% employer match about $115,473 at 4% or $76,982 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-20$2,050,015$184,757$9,238iApproximate average salary by contribution assumption: employee only about $230,946 at 4% or $153,964 at 6%; with 50% employer match about $153,964 at 4% or $102,643 at 6%; with 100% employer match about $115,473 at 4% or $76,982 at 6%.
2022120$1,789,956$164,169$8,208iApproximate average salary by contribution assumption: employee only about $205,211 at 4% or $136,808 at 6%; with 50% employer match about $136,808 at 4% or $91,205 at 6%; with 100% employer match about $102,606 at 4% or $68,404 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-20$1,789,956$164,169$8,208iApproximate average salary by contribution assumption: employee only about $205,211 at 4% or $136,808 at 6%; with 50% employer match about $136,808 at 4% or $91,205 at 6%; with 100% employer match about $102,606 at 4% or $68,404 at 6%.
2021118$2,027,124$167,412$9,301iApproximate average salary by contribution assumption: employee only about $232,517 at 4% or $155,011 at 6%; with 50% employer match about $155,011 at 4% or $103,341 at 6%; with 100% employer match about $116,258 at 4% or $77,506 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-18$2,027,124$167,412$9,301iApproximate average salary by contribution assumption: employee only about $232,517 at 4% or $155,011 at 6%; with 50% employer match about $155,011 at 4% or $103,341 at 6%; with 100% employer match about $116,258 at 4% or $77,506 at 6%.
2020119$1,881,319$227,560$11,977iApproximate average salary by contribution assumption: employee only about $299,421 at 4% or $199,614 at 6%; with 50% employer match about $199,614 at 4% or $133,076 at 6%; with 100% employer match about $149,711 at 4% or $99,807 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-19$1,881,319$227,560$11,977iApproximate average salary by contribution assumption: employee only about $299,421 at 4% or $199,614 at 6%; with 50% employer match about $199,614 at 4% or $133,076 at 6%; with 100% employer match about $149,711 at 4% or $99,807 at 6%.
2019116$1,486,489$170,318$10,645iApproximate average salary by contribution assumption: employee only about $266,122 at 4% or $177,415 at 6%; with 50% employer match about $177,415 at 4% or $118,276 at 6%; with 100% employer match about $133,061 at 4% or $88,707 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-16$1,486,489$170,318$10,645iApproximate average salary by contribution assumption: employee only about $266,122 at 4% or $177,415 at 6%; with 50% employer match about $177,415 at 4% or $118,276 at 6%; with 100% employer match about $133,061 at 4% or $88,707 at 6%.
2018111$1,076,583$151,113$13,738iApproximate average salary by contribution assumption: employee only about $343,439 at 4% or $228,959 at 6%; with 50% employer match about $228,959 at 4% or $152,639 at 6%; with 100% employer match about $171,719 at 4% or $114,480 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-11$1,076,583$151,113$13,738iApproximate average salary by contribution assumption: employee only about $343,439 at 4% or $228,959 at 6%; with 50% employer match about $228,959 at 4% or $152,639 at 6%; with 100% employer match about $171,719 at 4% or $114,480 at 6%.
201718$1,361,199$123,182$15,398iApproximate average salary by contribution assumption: employee only about $384,944 at 4% or $256,629 at 6%; with 50% employer match about $256,629 at 4% or $171,086 at 6%; with 100% employer match about $192,472 at 4% or $128,315 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-8$1,361,199$123,182$15,398iApproximate average salary by contribution assumption: employee only about $384,944 at 4% or $256,629 at 6%; with 50% employer match about $256,629 at 4% or $171,086 at 6%; with 100% employer match about $192,472 at 4% or $128,315 at 6%.
2016110$1,081,702$126,815$12,682iApproximate average salary by contribution assumption: employee only about $317,038 at 4% or $211,358 at 6%; with 50% employer match about $211,358 at 4% or $140,906 at 6%; with 100% employer match about $158,519 at 4% or $105,679 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-10$1,081,702$126,815$12,682iApproximate average salary by contribution assumption: employee only about $317,038 at 4% or $211,358 at 6%; with 50% employer match about $211,358 at 4% or $140,906 at 6%; with 100% employer match about $158,519 at 4% or $105,679 at 6%.
2015111$881,990$119,198$10,836iApproximate average salary by contribution assumption: employee only about $270,905 at 4% or $180,603 at 6%; with 50% employer match about $180,603 at 4% or $120,402 at 6%; with 100% employer match about $135,452 at 4% or $90,302 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-11$881,990$119,198$10,836iApproximate average salary by contribution assumption: employee only about $270,905 at 4% or $180,603 at 6%; with 50% employer match about $180,603 at 4% or $120,402 at 6%; with 100% employer match about $135,452 at 4% or $90,302 at 6%.
201417$773,724$90,219$12,888iApproximate average salary by contribution assumption: employee only about $322,211 at 4% or $214,807 at 6%; with 50% employer match about $214,807 at 4% or $143,205 at 6%; with 100% employer match about $161,105 at 4% or $107,404 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-7$773,724$90,219$12,888iApproximate average salary by contribution assumption: employee only about $322,211 at 4% or $214,807 at 6%; with 50% employer match about $214,807 at 4% or $143,205 at 6%; with 100% employer match about $161,105 at 4% or $107,404 at 6%.
201317$661,326$36,601$5,229iApproximate average salary by contribution assumption: employee only about $130,718 at 4% or $87,145 at 6%; with 50% employer match about $87,145 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,573 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-7$661,326$36,601$5,229iApproximate average salary by contribution assumption: employee only about $130,718 at 4% or $87,145 at 6%; with 50% employer match about $87,145 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,573 at 6%.
201217$521,403$27,644$3,949iApproximate average salary by contribution assumption: employee only about $98,729 at 4% or $65,819 at 6%; with 50% employer match about $65,819 at 4% or $43,879 at 6%; with 100% employer match about $49,364 at 4% or $32,910 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-7$521,403$27,644$3,949iApproximate average salary by contribution assumption: employee only about $98,729 at 4% or $65,819 at 6%; with 50% employer match about $65,819 at 4% or $43,879 at 6%; with 100% employer match about $49,364 at 4% or $32,910 at 6%.
201117$440,991$24,230$3,461iApproximate average salary by contribution assumption: employee only about $86,536 at 4% or $57,690 at 6%; with 50% employer match about $57,690 at 4% or $38,460 at 6%; with 100% employer match about $43,268 at 4% or $28,845 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-7$440,991$24,230$3,461iApproximate average salary by contribution assumption: employee only about $86,536 at 4% or $57,690 at 6%; with 50% employer match about $57,690 at 4% or $38,460 at 6%; with 100% employer match about $43,268 at 4% or $28,845 at 6%.
201019$442,846$34,185$3,798iApproximate average salary by contribution assumption: employee only about $94,958 at 4% or $63,306 at 6%; with 50% employer match about $63,306 at 4% or $42,204 at 6%; with 100% employer match about $47,479 at 4% or $31,653 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-9$442,846$34,185$3,798iApproximate average salary by contribution assumption: employee only about $94,958 at 4% or $63,306 at 6%; with 50% employer match about $63,306 at 4% or $42,204 at 6%; with 100% employer match about $47,479 at 4% or $31,653 at 6%.
200919$368,257$39,577$4,397iApproximate average salary by contribution assumption: employee only about $109,936 at 4% or $73,291 at 6%; with 50% employer match about $73,291 at 4% or $48,860 at 6%; with 100% employer match about $54,968 at 4% or $36,645 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-9$368,257$39,577$4,397iApproximate average salary by contribution assumption: employee only about $109,936 at 4% or $73,291 at 6%; with 50% employer match about $73,291 at 4% or $48,860 at 6%; with 100% employer match about $54,968 at 4% or $36,645 at 6%.
200818$259,389$31,015$3,877iApproximate average salary by contribution assumption: employee only about $96,922 at 4% or $64,615 at 6%; with 50% employer match about $64,615 at 4% or $43,076 at 6%; with 100% employer match about $48,461 at 4% or $32,307 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-8$259,389$31,015$3,877iApproximate average salary by contribution assumption: employee only about $96,922 at 4% or $64,615 at 6%; with 50% employer match about $64,615 at 4% or $43,076 at 6%; with 100% employer match about $48,461 at 4% or $32,307 at 6%.
200716$324,286$52,044$8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-6$324,286$52,044$8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%.
200515$166,580$52,062$10,412iApproximate average salary by contribution assumption: employee only about $260,310 at 4% or $173,540 at 6%; with 50% employer match about $173,540 at 4% or $115,693 at 6%; with 100% employer match about $130,155 at 4% or $86,770 at 6%.
Lorenzo & Lorenzo, P.A. 401(K) Savings Plan-5$166,580$52,062$10,412iApproximate average salary by contribution assumption: employee only about $260,310 at 4% or $173,540 at 6%; with 50% employer match about $173,540 at 4% or $115,693 at 6%; with 100% employer match about $130,155 at 4% or $86,770 at 6%.