FLEMING & FLEMING, PLLC
Plan context: FLEMING & FLEMING 401(K) PLAN
EIN 20-1353683 • North Palm Beach, FL • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,108,424
2025 Contributions
$98,510
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 | $1,108,424 | $98,510 | $24,628iApproximate average salary by contribution assumption: employee only about $615,688 at 4% or $410,458 at 6%; with 50% employer match about $410,458 at 4% or $273,639 at 6%; with 100% employer match about $307,844 at 4% or $205,229 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 4 | $1,108,424 | $98,510 | $24,628iApproximate average salary by contribution assumption: employee only about $615,688 at 4% or $410,458 at 6%; with 50% employer match about $410,458 at 4% or $273,639 at 6%; with 100% employer match about $307,844 at 4% or $205,229 at 6%. |
| 2024 | 1 | 5 | $1,132,215 | $131,160 | $26,232iApproximate average salary by contribution assumption: employee only about $655,800 at 4% or $437,200 at 6%; with 50% employer match about $437,200 at 4% or $291,467 at 6%; with 100% employer match about $327,900 at 4% or $218,600 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $1,132,215 | $131,160 | $26,232iApproximate average salary by contribution assumption: employee only about $655,800 at 4% or $437,200 at 6%; with 50% employer match about $437,200 at 4% or $291,467 at 6%; with 100% employer match about $327,900 at 4% or $218,600 at 6%. |
| 2023 | 1 | 5 | $861,678 | $114,334 | $22,867iApproximate average salary by contribution assumption: employee only about $571,670 at 4% or $381,113 at 6%; with 50% employer match about $381,113 at 4% or $254,076 at 6%; with 100% employer match about $285,835 at 4% or $190,557 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $861,678 | $114,334 | $22,867iApproximate average salary by contribution assumption: employee only about $571,670 at 4% or $381,113 at 6%; with 50% employer match about $381,113 at 4% or $254,076 at 6%; with 100% employer match about $285,835 at 4% or $190,557 at 6%. |
| 2022 | 1 | 5 | $624,753 | $119,702 | $23,940iApproximate average salary by contribution assumption: employee only about $598,510 at 4% or $399,007 at 6%; with 50% employer match about $399,007 at 4% or $266,004 at 6%; with 100% employer match about $299,255 at 4% or $199,503 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $624,753 | $119,702 | $23,940iApproximate average salary by contribution assumption: employee only about $598,510 at 4% or $399,007 at 6%; with 50% employer match about $399,007 at 4% or $266,004 at 6%; with 100% employer match about $299,255 at 4% or $199,503 at 6%. |
| 2021 | 1 | 5 | $630,764 | $122,023 | $24,405iApproximate average salary by contribution assumption: employee only about $610,115 at 4% or $406,743 at 6%; with 50% employer match about $406,743 at 4% or $271,162 at 6%; with 100% employer match about $305,058 at 4% or $203,372 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $630,764 | $122,023 | $24,405iApproximate average salary by contribution assumption: employee only about $610,115 at 4% or $406,743 at 6%; with 50% employer match about $406,743 at 4% or $271,162 at 6%; with 100% employer match about $305,058 at 4% or $203,372 at 6%. |
| 2020 | 1 | 5 | $421,358 | $114,168 | $22,834iApproximate average salary by contribution assumption: employee only about $570,840 at 4% or $380,560 at 6%; with 50% employer match about $380,560 at 4% or $253,707 at 6%; with 100% employer match about $285,420 at 4% or $190,280 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $421,358 | $114,168 | $22,834iApproximate average salary by contribution assumption: employee only about $570,840 at 4% or $380,560 at 6%; with 50% employer match about $380,560 at 4% or $253,707 at 6%; with 100% employer match about $285,420 at 4% or $190,280 at 6%. |
| 2019 | 1 | 5 | $243,092 | $111,857 | $22,371iApproximate average salary by contribution assumption: employee only about $559,285 at 4% or $372,857 at 6%; with 50% employer match about $372,857 at 4% or $248,571 at 6%; with 100% employer match about $279,643 at 4% or $186,428 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $243,092 | $111,857 | $22,371iApproximate average salary by contribution assumption: employee only about $559,285 at 4% or $372,857 at 6%; with 50% employer match about $372,857 at 4% or $248,571 at 6%; with 100% employer match about $279,643 at 4% or $186,428 at 6%. |
| 2018 | 1 | 5 | $106,035 | $106,586 | $21,317iApproximate average salary by contribution assumption: employee only about $532,930 at 4% or $355,287 at 6%; with 50% employer match about $355,287 at 4% or $236,858 at 6%; with 100% employer match about $266,465 at 4% or $177,643 at 6%. |
| FLEMING & FLEMING 401(K) PLAN | - | 5 | $106,035 | $106,586 | $21,317iApproximate average salary by contribution assumption: employee only about $532,930 at 4% or $355,287 at 6%; with 50% employer match about $355,287 at 4% or $236,858 at 6%; with 100% employer match about $266,465 at 4% or $177,643 at 6%. |