WRIGHT & CASEY, P.A.
Plan context: WRIGHT & CASEY, P.A. 401(K)
EIN 26-3995764 • New Smyrna Beach, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$2,288,563
2025 Contributions
$180,735
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 | 14 | $2,288,563 | $180,735 | $12,910iApproximate average salary by contribution assumption: employee only about $322,741 at 4% or $215,161 at 6%; with 50% employer match about $215,161 at 4% or $143,440 at 6%; with 100% employer match about $161,371 at 4% or $107,580 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 14 | $2,288,563 | $180,735 | $12,910iApproximate average salary by contribution assumption: employee only about $322,741 at 4% or $215,161 at 6%; with 50% employer match about $215,161 at 4% or $143,440 at 6%; with 100% employer match about $161,371 at 4% or $107,580 at 6%. |
| 2024 | 1 | 14 | $1,696,588 | $176,386 | $12,599iApproximate average salary by contribution assumption: employee only about $314,975 at 4% or $209,983 at 6%; with 50% employer match about $209,983 at 4% or $139,989 at 6%; with 100% employer match about $157,488 at 4% or $104,992 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 14 | $1,696,588 | $176,386 | $12,599iApproximate average salary by contribution assumption: employee only about $314,975 at 4% or $209,983 at 6%; with 50% employer match about $209,983 at 4% or $139,989 at 6%; with 100% employer match about $157,488 at 4% or $104,992 at 6%. |
| 2023 | 1 | 15 | $1,316,074 | $195,757 | $13,050iApproximate average salary by contribution assumption: employee only about $326,262 at 4% or $217,508 at 6%; with 50% employer match about $217,508 at 4% or $145,005 at 6%; with 100% employer match about $163,131 at 4% or $108,754 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 15 | $1,316,074 | $195,757 | $13,050iApproximate average salary by contribution assumption: employee only about $326,262 at 4% or $217,508 at 6%; with 50% employer match about $217,508 at 4% or $145,005 at 6%; with 100% employer match about $163,131 at 4% or $108,754 at 6%. |
| 2022 | 1 | 14 | $860,996 | $191,038 | $13,646iApproximate average salary by contribution assumption: employee only about $341,139 at 4% or $227,426 at 6%; with 50% employer match about $227,426 at 4% or $151,617 at 6%; with 100% employer match about $170,570 at 4% or $113,713 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 14 | $860,996 | $191,038 | $13,646iApproximate average salary by contribution assumption: employee only about $341,139 at 4% or $227,426 at 6%; with 50% employer match about $227,426 at 4% or $151,617 at 6%; with 100% employer match about $170,570 at 4% or $113,713 at 6%. |
| 2021 | 1 | 14 | $911,506 | $150,436 | $10,745iApproximate average salary by contribution assumption: employee only about $268,636 at 4% or $179,090 at 6%; with 50% employer match about $179,090 at 4% or $119,394 at 6%; with 100% employer match about $134,318 at 4% or $89,545 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 14 | $911,506 | $150,436 | $10,745iApproximate average salary by contribution assumption: employee only about $268,636 at 4% or $179,090 at 6%; with 50% employer match about $179,090 at 4% or $119,394 at 6%; with 100% employer match about $134,318 at 4% or $89,545 at 6%. |
| 2020 | 1 | 11 | $644,434 | $205,678 | $18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 11 | $644,434 | $205,678 | $18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%. |
| 2019 | 1 | 12 | $317,220 | $292,145 | $24,345iApproximate average salary by contribution assumption: employee only about $608,635 at 4% or $405,757 at 6%; with 50% employer match about $405,757 at 4% or $270,505 at 6%; with 100% employer match about $304,318 at 4% or $202,878 at 6%. |
| WRIGHT & CASEY, P.A. 401(K) | - | 12 | $317,220 | $292,145 | $24,345iApproximate average salary by contribution assumption: employee only about $608,635 at 4% or $405,757 at 6%; with 50% employer match about $405,757 at 4% or $270,505 at 6%; with 100% employer match about $304,318 at 4% or $202,878 at 6%. |