Civic Intelligence

Florida Tax Advisors LLC

Plan context: Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 41-2074568 • Spring Hill, FL • 20 filings • 4 plans

258 Mariner BlvdSpring Hill, FL 34609-5691
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,379,025

2024 Contributions

$195,266

Historical Graphs

Total Assets Over Time

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

$2,379,025$1,189,513$0200420152024YearValue
$2,379,025Latest year 2024

Participants Over Time

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

1260200420152024YearValue
4Latest 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
202414$2,379,025$195,266$48,817iApproximate average salary by contribution assumption: employee only about $1,220,413 at 4% or $813,608 at 6%; with 50% employer match about $813,608 at 4% or $542,406 at 6%; with 100% employer match about $610,206 at 4% or $406,804 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-4$2,379,025$195,266$48,817iApproximate average salary by contribution assumption: employee only about $1,220,413 at 4% or $813,608 at 6%; with 50% employer match about $813,608 at 4% or $542,406 at 6%; with 100% employer match about $610,206 at 4% or $406,804 at 6%.
202315$1,972,869$182,851$36,570iApproximate average salary by contribution assumption: employee only about $914,255 at 4% or $609,503 at 6%; with 50% employer match about $609,503 at 4% or $406,336 at 6%; with 100% employer match about $457,127 at 4% or $304,752 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-5$1,972,869$182,851$36,570iApproximate average salary by contribution assumption: employee only about $914,255 at 4% or $609,503 at 6%; with 50% employer match about $609,503 at 4% or $406,336 at 6%; with 100% employer match about $457,127 at 4% or $304,752 at 6%.
202217$1,552,309$159,948$22,850iApproximate average salary by contribution assumption: employee only about $571,243 at 4% or $380,829 at 6%; with 50% employer match about $380,829 at 4% or $253,886 at 6%; with 100% employer match about $285,621 at 4% or $190,414 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-7$1,552,309$159,948$22,850iApproximate average salary by contribution assumption: employee only about $571,243 at 4% or $380,829 at 6%; with 50% employer match about $380,829 at 4% or $253,886 at 6%; with 100% employer match about $285,621 at 4% or $190,414 at 6%.
202118$1,643,997$178,282$22,285iApproximate average salary by contribution assumption: employee only about $557,131 at 4% or $371,421 at 6%; with 50% employer match about $371,421 at 4% or $247,614 at 6%; with 100% employer match about $278,566 at 4% or $185,710 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-8$1,643,997$178,282$22,285iApproximate average salary by contribution assumption: employee only about $557,131 at 4% or $371,421 at 6%; with 50% employer match about $371,421 at 4% or $247,614 at 6%; with 100% employer match about $278,566 at 4% or $185,710 at 6%.
2020112$1,398,038$124,391$10,366iApproximate average salary by contribution assumption: employee only about $259,148 at 4% or $172,765 at 6%; with 50% employer match about $172,765 at 4% or $115,177 at 6%; with 100% employer match about $129,574 at 4% or $86,383 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-12$1,398,038$124,391$10,366iApproximate average salary by contribution assumption: employee only about $259,148 at 4% or $172,765 at 6%; with 50% employer match about $172,765 at 4% or $115,177 at 6%; with 100% employer match about $129,574 at 4% or $86,383 at 6%.
2019112$1,310,113$104,955$8,746iApproximate average salary by contribution assumption: employee only about $218,656 at 4% or $145,771 at 6%; with 50% employer match about $145,771 at 4% or $97,181 at 6%; with 100% employer match about $109,328 at 4% or $72,885 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-12$1,310,113$104,955$8,746iApproximate average salary by contribution assumption: employee only about $218,656 at 4% or $145,771 at 6%; with 50% employer match about $145,771 at 4% or $97,181 at 6%; with 100% employer match about $109,328 at 4% or $72,885 at 6%.
2018112$983,263$86,368$7,197iApproximate average salary by contribution assumption: employee only about $179,933 at 4% or $119,956 at 6%; with 50% employer match about $119,956 at 4% or $79,970 at 6%; with 100% employer match about $89,967 at 4% or $59,978 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-12$983,263$86,368$7,197iApproximate average salary by contribution assumption: employee only about $179,933 at 4% or $119,956 at 6%; with 50% employer match about $119,956 at 4% or $79,970 at 6%; with 100% employer match about $89,967 at 4% or $59,978 at 6%.
2017110$964,609$90,651$9,065iApproximate average salary by contribution assumption: employee only about $226,628 at 4% or $151,085 at 6%; with 50% employer match about $151,085 at 4% or $100,723 at 6%; with 100% employer match about $113,314 at 4% or $75,543 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-10$964,609$90,651$9,065iApproximate average salary by contribution assumption: employee only about $226,628 at 4% or $151,085 at 6%; with 50% employer match about $151,085 at 4% or $100,723 at 6%; with 100% employer match about $113,314 at 4% or $75,543 at 6%.
201619$793,207$89,928$9,992iApproximate average salary by contribution assumption: employee only about $249,800 at 4% or $166,533 at 6%; with 50% employer match about $166,533 at 4% or $111,022 at 6%; with 100% employer match about $124,900 at 4% or $83,267 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-9$793,207$89,928$9,992iApproximate average salary by contribution assumption: employee only about $249,800 at 4% or $166,533 at 6%; with 50% employer match about $166,533 at 4% or $111,022 at 6%; with 100% employer match about $124,900 at 4% or $83,267 at 6%.
201517$636,065$41,660$5,951iApproximate average salary by contribution assumption: employee only about $148,786 at 4% or $99,190 at 6%; with 50% employer match about $99,190 at 4% or $66,127 at 6%; with 100% employer match about $74,393 at 4% or $49,595 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-7$636,065$41,660$5,951iApproximate average salary by contribution assumption: employee only about $148,786 at 4% or $99,190 at 6%; with 50% employer match about $99,190 at 4% or $66,127 at 6%; with 100% employer match about $74,393 at 4% or $49,595 at 6%.
201415$601,901$64,982$12,996iApproximate average salary by contribution assumption: employee only about $324,910 at 4% or $216,607 at 6%; with 50% employer match about $216,607 at 4% or $144,404 at 6%; with 100% employer match about $162,455 at 4% or $108,303 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-5$601,901$64,982$12,996iApproximate average salary by contribution assumption: employee only about $324,910 at 4% or $216,607 at 6%; with 50% employer match about $216,607 at 4% or $144,404 at 6%; with 100% employer match about $162,455 at 4% or $108,303 at 6%.
201314$498,760$47,893$11,973iApproximate average salary by contribution assumption: employee only about $299,331 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,666 at 4% or $99,777 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-4$498,760$47,893$11,973iApproximate average salary by contribution assumption: employee only about $299,331 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,666 at 4% or $99,777 at 6%.
201210$436,015$58,651-
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-0$436,015$58,651-
201117$385,149$59,742$8,535iApproximate average salary by contribution assumption: employee only about $213,364 at 4% or $142,243 at 6%; with 50% employer match about $142,243 at 4% or $94,829 at 6%; with 100% employer match about $106,682 at 4% or $71,121 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-7$385,149$59,742$8,535iApproximate average salary by contribution assumption: employee only about $213,364 at 4% or $142,243 at 6%; with 50% employer match about $142,243 at 4% or $94,829 at 6%; with 100% employer match about $106,682 at 4% or $71,121 at 6%.
201016$372,166$59,319$9,887iApproximate average salary by contribution assumption: employee only about $247,163 at 4% or $164,775 at 6%; with 50% employer match about $164,775 at 4% or $109,850 at 6%; with 100% employer match about $123,581 at 4% or $82,388 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-6$372,166$59,319$9,887iApproximate average salary by contribution assumption: employee only about $247,163 at 4% or $164,775 at 6%; with 50% employer match about $164,775 at 4% or $109,850 at 6%; with 100% employer match about $123,581 at 4% or $82,388 at 6%.
200915$311,634$55,698$11,140iApproximate average salary by contribution assumption: employee only about $278,490 at 4% or $185,660 at 6%; with 50% employer match about $185,660 at 4% or $123,773 at 6%; with 100% employer match about $139,245 at 4% or $92,830 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-5$311,634$55,698$11,140iApproximate average salary by contribution assumption: employee only about $278,490 at 4% or $185,660 at 6%; with 50% employer match about $185,660 at 4% or $123,773 at 6%; with 100% employer match about $139,245 at 4% or $92,830 at 6%.
200815$188,676$60,151$12,030iApproximate average salary by contribution assumption: employee only about $300,755 at 4% or $200,503 at 6%; with 50% employer match about $200,503 at 4% or $133,669 at 6%; with 100% employer match about $150,378 at 4% or $100,252 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-5$188,676$60,151$12,030iApproximate average salary by contribution assumption: employee only about $300,755 at 4% or $200,503 at 6%; with 50% employer match about $200,503 at 4% or $133,669 at 6%; with 100% employer match about $150,378 at 4% or $100,252 at 6%.
200714$228,683$54,933$13,733iApproximate average salary by contribution assumption: employee only about $343,331 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-4$228,683$54,933$13,733iApproximate average salary by contribution assumption: employee only about $343,331 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%.
200613$151,444$50,066$16,689iApproximate average salary by contribution assumption: employee only about $417,217 at 4% or $278,144 at 6%; with 50% employer match about $278,144 at 4% or $185,430 at 6%; with 100% employer match about $208,608 at 4% or $139,072 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-3$151,444$50,066$16,689iApproximate average salary by contribution assumption: employee only about $417,217 at 4% or $278,144 at 6%; with 50% employer match about $278,144 at 4% or $185,430 at 6%; with 100% employer match about $208,608 at 4% or $139,072 at 6%.
200413$27,118$23,735$7,912iApproximate average salary by contribution assumption: employee only about $197,792 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,896 at 4% or $65,931 at 6%.
Florida Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-3$27,118$23,735$7,912iApproximate average salary by contribution assumption: employee only about $197,792 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,896 at 4% or $65,931 at 6%.