Civic Intelligence

Batts, Morrison, Wales & Lee, P.A.

Plan context: Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan

EIN 20-4193611 • Orlando, FL • 18 filings • 3 plans

801 North Orange Ave Ste 800Orlando, FL 32801
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$4,655,488

2024 Contributions

$484,158

Historical Graphs

Total Assets Over Time

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

$4,655,488$2,327,744$0200720162024YearValue
$4,655,488Latest year 2024

Participants Over Time

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

33170200720162024YearValue
30Latest 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
2024130$4,655,488$484,158$16,139iApproximate average salary by contribution assumption: employee only about $403,465 at 4% or $268,977 at 6%; with 50% employer match about $268,977 at 4% or $179,318 at 6%; with 100% employer match about $201,733 at 4% or $134,488 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-30$4,655,488$484,158$16,139iApproximate average salary by contribution assumption: employee only about $403,465 at 4% or $268,977 at 6%; with 50% employer match about $268,977 at 4% or $179,318 at 6%; with 100% employer match about $201,733 at 4% or $134,488 at 6%.
2023130$3,755,212$386,262$12,875iApproximate average salary by contribution assumption: employee only about $321,885 at 4% or $214,590 at 6%; with 50% employer match about $214,590 at 4% or $143,060 at 6%; with 100% employer match about $160,943 at 4% or $107,295 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-30$3,755,212$386,262$12,875iApproximate average salary by contribution assumption: employee only about $321,885 at 4% or $214,590 at 6%; with 50% employer match about $214,590 at 4% or $143,060 at 6%; with 100% employer match about $160,943 at 4% or $107,295 at 6%.
2022133$2,921,986$434,661$13,172iApproximate average salary by contribution assumption: employee only about $329,289 at 4% or $219,526 at 6%; with 50% employer match about $219,526 at 4% or $146,351 at 6%; with 100% employer match about $164,644 at 4% or $109,763 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-33$2,921,986$434,661$13,172iApproximate average salary by contribution assumption: employee only about $329,289 at 4% or $219,526 at 6%; with 50% employer match about $219,526 at 4% or $146,351 at 6%; with 100% employer match about $164,644 at 4% or $109,763 at 6%.
2021126$2,934,683$279,256$10,741iApproximate average salary by contribution assumption: employee only about $268,515 at 4% or $179,010 at 6%; with 50% employer match about $179,010 at 4% or $119,340 at 6%; with 100% employer match about $134,258 at 4% or $89,505 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-26$2,934,683$279,256$10,741iApproximate average salary by contribution assumption: employee only about $268,515 at 4% or $179,010 at 6%; with 50% employer match about $179,010 at 4% or $119,340 at 6%; with 100% employer match about $134,258 at 4% or $89,505 at 6%.
2020125$2,327,270$209,937$8,397iApproximate average salary by contribution assumption: employee only about $209,937 at 4% or $139,958 at 6%; with 50% employer match about $139,958 at 4% or $93,305 at 6%; with 100% employer match about $104,968 at 4% or $69,979 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-25$2,327,270$209,937$8,397iApproximate average salary by contribution assumption: employee only about $209,937 at 4% or $139,958 at 6%; with 50% employer match about $139,958 at 4% or $93,305 at 6%; with 100% employer match about $104,968 at 4% or $69,979 at 6%.
2019124$1,827,301$177,783$7,408iApproximate average salary by contribution assumption: employee only about $185,191 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-24$1,827,301$177,783$7,408iApproximate average salary by contribution assumption: employee only about $185,191 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
2018121$1,319,310$163,454$7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,725 at 6%; with 50% employer match about $129,725 at 4% or $86,484 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-21$1,319,310$163,454$7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,725 at 6%; with 50% employer match about $129,725 at 4% or $86,484 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%.
2017119$1,244,233$133,968$7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-19$1,244,233$133,968$7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%.
2016120$913,260$52,123$2,606iApproximate average salary by contribution assumption: employee only about $65,154 at 4% or $43,436 at 6%; with 50% employer match about $43,436 at 4% or $28,957 at 6%; with 100% employer match about $32,577 at 4% or $21,718 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-20$913,260$52,123$2,606iApproximate average salary by contribution assumption: employee only about $65,154 at 4% or $43,436 at 6%; with 50% employer match about $43,436 at 4% or $28,957 at 6%; with 100% employer match about $32,577 at 4% or $21,718 at 6%.
2015119$911,782$72,276$3,804iApproximate average salary by contribution assumption: employee only about $95,100 at 4% or $63,400 at 6%; with 50% employer match about $63,400 at 4% or $42,267 at 6%; with 100% employer match about $47,550 at 4% or $31,700 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-19$911,782$72,276$3,804iApproximate average salary by contribution assumption: employee only about $95,100 at 4% or $63,400 at 6%; with 50% employer match about $63,400 at 4% or $42,267 at 6%; with 100% employer match about $47,550 at 4% or $31,700 at 6%.
2014116$844,660$64,375$4,023iApproximate average salary by contribution assumption: employee only about $100,586 at 4% or $67,057 at 6%; with 50% employer match about $67,057 at 4% or $44,705 at 6%; with 100% employer match about $50,293 at 4% or $33,529 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-16$844,660$64,375$4,023iApproximate average salary by contribution assumption: employee only about $100,586 at 4% or $67,057 at 6%; with 50% employer match about $67,057 at 4% or $44,705 at 6%; with 100% employer match about $50,293 at 4% or $33,529 at 6%.
2013116$766,147$88,760$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,458 at 6%; with 50% employer match about $92,458 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-16$766,147$88,760$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,458 at 6%; with 50% employer match about $92,458 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
2012115$558,236$91,145$6,076iApproximate average salary by contribution assumption: employee only about $151,908 at 4% or $101,272 at 6%; with 50% employer match about $101,272 at 4% or $67,515 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-15$558,236$91,145$6,076iApproximate average salary by contribution assumption: employee only about $151,908 at 4% or $101,272 at 6%; with 50% employer match about $101,272 at 4% or $67,515 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%.
2011113$455,970$85,596$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,738 at 6%; with 50% employer match about $109,738 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-13$455,970$85,596$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,738 at 6%; with 50% employer match about $109,738 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
2010112$379,750$96,480$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-12$379,750$96,480$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
2009114$305,676$83,951$5,997iApproximate average salary by contribution assumption: employee only about $149,913 at 4% or $99,942 at 6%; with 50% employer match about $99,942 at 4% or $66,628 at 6%; with 100% employer match about $74,956 at 4% or $49,971 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-14$305,676$83,951$5,997iApproximate average salary by contribution assumption: employee only about $149,913 at 4% or $99,942 at 6%; with 50% employer match about $99,942 at 4% or $66,628 at 6%; with 100% employer match about $74,956 at 4% or $49,971 at 6%.
2008113$300,237$75,874$5,836iApproximate average salary by contribution assumption: employee only about $145,912 at 4% or $97,274 at 6%; with 50% employer match about $97,274 at 4% or $64,850 at 6%; with 100% employer match about $72,956 at 4% or $48,637 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-13$300,237$75,874$5,836iApproximate average salary by contribution assumption: employee only about $145,912 at 4% or $97,274 at 6%; with 50% employer match about $97,274 at 4% or $64,850 at 6%; with 100% employer match about $72,956 at 4% or $48,637 at 6%.
2007113$371,223$382,562$29,428iApproximate average salary by contribution assumption: employee only about $735,696 at 4% or $490,464 at 6%; with 50% employer match about $490,464 at 4% or $326,976 at 6%; with 100% employer match about $367,848 at 4% or $245,232 at 6%.
Batts, Morrison, Wales & Lee, P.A. Employee Savings Plan-13$371,223$382,562$29,428iApproximate average salary by contribution assumption: employee only about $735,696 at 4% or $490,464 at 6%; with 50% employer match about $490,464 at 4% or $326,976 at 6%; with 100% employer match about $367,848 at 4% or $245,232 at 6%.