Civic Intelligence

Anne Lord Tomas, D.O., P.A.

Plan context: Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust

EIN 41-2276536 • Fort Myers, FL • 14 filings • 2 plans

12650 World Plaza LaneFort Myers, FL 33907
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,510,609

2024 Contributions

$62,907

Historical Graphs

Total Assets Over Time

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

$1,510,609$755,305$0201120182024YearValue
$1,510,609Latest year 2024

Participants Over Time

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

1160201120182024YearValue
7Latest 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
202417$1,510,609$62,907$8,987iApproximate average salary by contribution assumption: employee only about $224,668 at 4% or $149,779 at 6%; with 50% employer match about $149,779 at 4% or $99,852 at 6%; with 100% employer match about $112,334 at 4% or $74,889 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-7$1,510,609$62,907$8,987iApproximate average salary by contribution assumption: employee only about $224,668 at 4% or $149,779 at 6%; with 50% employer match about $149,779 at 4% or $99,852 at 6%; with 100% employer match about $112,334 at 4% or $74,889 at 6%.
2023111$1,275,795$85,996$7,818iApproximate average salary by contribution assumption: employee only about $195,445 at 4% or $130,297 at 6%; with 50% employer match about $130,297 at 4% or $86,865 at 6%; with 100% employer match about $97,723 at 4% or $65,148 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-11$1,275,795$85,996$7,818iApproximate average salary by contribution assumption: employee only about $195,445 at 4% or $130,297 at 6%; with 50% employer match about $130,297 at 4% or $86,865 at 6%; with 100% employer match about $97,723 at 4% or $65,148 at 6%.
2022110$1,024,552$68,507$6,851iApproximate average salary by contribution assumption: employee only about $171,268 at 4% or $114,178 at 6%; with 50% employer match about $114,178 at 4% or $76,119 at 6%; with 100% employer match about $85,634 at 4% or $57,089 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-10$1,024,552$68,507$6,851iApproximate average salary by contribution assumption: employee only about $171,268 at 4% or $114,178 at 6%; with 50% employer match about $114,178 at 4% or $76,119 at 6%; with 100% employer match about $85,634 at 4% or $57,089 at 6%.
2021110$1,094,977$70,856$7,086iApproximate average salary by contribution assumption: employee only about $177,140 at 4% or $118,093 at 6%; with 50% employer match about $118,093 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,047 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-10$1,094,977$70,856$7,086iApproximate average salary by contribution assumption: employee only about $177,140 at 4% or $118,093 at 6%; with 50% employer match about $118,093 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,047 at 6%.
202017$891,441$74,917$10,702iApproximate average salary by contribution assumption: employee only about $267,561 at 4% or $178,374 at 6%; with 50% employer match about $178,374 at 4% or $118,916 at 6%; with 100% employer match about $133,780 at 4% or $89,187 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-7$891,441$74,917$10,702iApproximate average salary by contribution assumption: employee only about $267,561 at 4% or $178,374 at 6%; with 50% employer match about $178,374 at 4% or $118,916 at 6%; with 100% employer match about $133,780 at 4% or $89,187 at 6%.
201912$737,928$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-2$737,928$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201813$574,440$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-3$574,440$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
201713$524,539$55,200$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-3$524,539$55,200$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
201613$409,806$43,600$14,533iApproximate average salary by contribution assumption: employee only about $363,333 at 4% or $242,222 at 6%; with 50% employer match about $242,222 at 4% or $161,481 at 6%; with 100% employer match about $181,667 at 4% or $121,111 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-3$409,806$43,600$14,533iApproximate average salary by contribution assumption: employee only about $363,333 at 4% or $242,222 at 6%; with 50% employer match about $242,222 at 4% or $161,481 at 6%; with 100% employer match about $181,667 at 4% or $121,111 at 6%.
201513$340,403$48,600$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-3$340,403$48,600$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
201413$289,044$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-3$289,044$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
201312$231,361$55,400$27,700iApproximate average salary by contribution assumption: employee only about $692,500 at 4% or $461,667 at 6%; with 50% employer match about $461,667 at 4% or $307,778 at 6%; with 100% employer match about $346,250 at 4% or $230,833 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-2$231,361$55,400$27,700iApproximate average salary by contribution assumption: employee only about $692,500 at 4% or $461,667 at 6%; with 50% employer match about $461,667 at 4% or $307,778 at 6%; with 100% employer match about $346,250 at 4% or $230,833 at 6%.
201212$145,831$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-2$145,831$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201112$84,297$83,600$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
Anne Lord Tomas, D.O., P.A. 401(K) Profit Sharing Plan & Trust-2$84,297$83,600$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.