Civic Intelligence

Lee & Williams, P.A.

Plan context: Lee & Williams, P.A. Profit Sharing Plan

EIN 59-1231347 • St. Petersburg, FL • 23 filings • 7 plans

995 16th Street NorthSt. Petersburg, FL 33705
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$2,791,125

2017 Contributions

$199

Historical Graphs

Total Assets Over Time

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

$2,948,812$1,474,406$0199920092016YearValue
$2,791,125Latest year 2016

Participants Over Time

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

1470199920082017YearValue
5Latest year 2017

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
201715$0$0-
Lee & Williams, P.A. Profit Sharing Plan-5$0--
201615$2,791,125$199$40iApproximate average salary by contribution assumption: employee only about $995 at 4% or $663 at 6%; with 50% employer match about $663 at 4% or $442 at 6%; with 100% employer match about $497 at 4% or $332 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-5$2,791,125$199$40iApproximate average salary by contribution assumption: employee only about $995 at 4% or $663 at 6%; with 50% employer match about $663 at 4% or $442 at 6%; with 100% employer match about $497 at 4% or $332 at 6%.
201517$2,700,891$72,106$10,301iApproximate average salary by contribution assumption: employee only about $257,521 at 4% or $171,681 at 6%; with 50% employer match about $171,681 at 4% or $114,454 at 6%; with 100% employer match about $128,761 at 4% or $85,840 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-7$2,700,891$72,106$10,301iApproximate average salary by contribution assumption: employee only about $257,521 at 4% or $171,681 at 6%; with 50% employer match about $171,681 at 4% or $114,454 at 6%; with 100% employer match about $128,761 at 4% or $85,840 at 6%.
201417$2,667,466$72,598$10,371iApproximate average salary by contribution assumption: employee only about $259,279 at 4% or $172,852 at 6%; with 50% employer match about $172,852 at 4% or $115,235 at 6%; with 100% employer match about $129,639 at 4% or $86,426 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-7$2,667,466$72,598$10,371iApproximate average salary by contribution assumption: employee only about $259,279 at 4% or $172,852 at 6%; with 50% employer match about $172,852 at 4% or $115,235 at 6%; with 100% employer match about $129,639 at 4% or $86,426 at 6%.
201316$2,307,940$76,331$12,722iApproximate average salary by contribution assumption: employee only about $318,046 at 4% or $212,031 at 6%; with 50% employer match about $212,031 at 4% or $141,354 at 6%; with 100% employer match about $159,023 at 4% or $106,015 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-6$2,307,940$76,331$12,722iApproximate average salary by contribution assumption: employee only about $318,046 at 4% or $212,031 at 6%; with 50% employer match about $212,031 at 4% or $141,354 at 6%; with 100% employer match about $159,023 at 4% or $106,015 at 6%.
201215$1,820,262$67,837$13,567iApproximate average salary by contribution assumption: employee only about $339,185 at 4% or $226,123 at 6%; with 50% employer match about $226,123 at 4% or $150,749 at 6%; with 100% employer match about $169,593 at 4% or $113,062 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-5$1,820,262$67,837$13,567iApproximate average salary by contribution assumption: employee only about $339,185 at 4% or $226,123 at 6%; with 50% employer match about $226,123 at 4% or $150,749 at 6%; with 100% employer match about $169,593 at 4% or $113,062 at 6%.
201119$1,628,362$85,980$9,553iApproximate average salary by contribution assumption: employee only about $238,833 at 4% or $159,222 at 6%; with 50% employer match about $159,222 at 4% or $106,148 at 6%; with 100% employer match about $119,417 at 4% or $79,611 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-9$1,628,362$85,980$9,553iApproximate average salary by contribution assumption: employee only about $238,833 at 4% or $159,222 at 6%; with 50% employer match about $159,222 at 4% or $106,148 at 6%; with 100% employer match about $119,417 at 4% or $79,611 at 6%.
201019$1,619,349$87,491$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,020 at 6%; with 50% employer match about $162,020 at 4% or $108,014 at 6%; with 100% employer match about $121,515 at 4% or $81,010 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-9$1,619,349$87,491$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,020 at 6%; with 50% employer match about $162,020 at 4% or $108,014 at 6%; with 100% employer match about $121,515 at 4% or $81,010 at 6%.
200919$1,387,729$86,794$9,644iApproximate average salary by contribution assumption: employee only about $241,094 at 4% or $160,730 at 6%; with 50% employer match about $160,730 at 4% or $107,153 at 6%; with 100% employer match about $120,547 at 4% or $80,365 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-9$1,387,729$86,794$9,644iApproximate average salary by contribution assumption: employee only about $241,094 at 4% or $160,730 at 6%; with 50% employer match about $160,730 at 4% or $107,153 at 6%; with 100% employer match about $120,547 at 4% or $80,365 at 6%.
200818$1,514,876$67,303$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,215 at 6%; with 50% employer match about $140,215 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-8$1,514,876$67,303$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,215 at 6%; with 50% employer match about $140,215 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
200719$0$0-
Lee & Williams, P.A. Profit Sharing Plan-9---
200619$2,948,812$109,619$12,180iApproximate average salary by contribution assumption: employee only about $304,497 at 4% or $202,998 at 6%; with 50% employer match about $202,998 at 4% or $135,332 at 6%; with 100% employer match about $152,249 at 4% or $101,499 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-9$2,948,812$109,619$12,180iApproximate average salary by contribution assumption: employee only about $304,497 at 4% or $202,998 at 6%; with 50% employer match about $202,998 at 4% or $135,332 at 6%; with 100% employer match about $152,249 at 4% or $101,499 at 6%.
2005113$2,703,074$111,256$8,558iApproximate average salary by contribution assumption: employee only about $213,954 at 4% or $142,636 at 6%; with 50% employer match about $142,636 at 4% or $95,091 at 6%; with 100% employer match about $106,977 at 4% or $71,318 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-13$2,703,074$111,256$8,558iApproximate average salary by contribution assumption: employee only about $213,954 at 4% or $142,636 at 6%; with 50% employer match about $142,636 at 4% or $95,091 at 6%; with 100% employer match about $106,977 at 4% or $71,318 at 6%.
2004112$2,507,599$99,475$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,106 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-12$2,507,599$99,475$8,290iApproximate average salary by contribution assumption: employee only about $207,240 at 4% or $138,160 at 6%; with 50% employer match about $138,160 at 4% or $92,106 at 6%; with 100% employer match about $103,620 at 4% or $69,080 at 6%.
2003110$2,342,759$110,174$11,017iApproximate average salary by contribution assumption: employee only about $275,435 at 4% or $183,623 at 6%; with 50% employer match about $183,623 at 4% or $122,416 at 6%; with 100% employer match about $137,718 at 4% or $91,812 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-10$2,342,759$110,174$11,017iApproximate average salary by contribution assumption: employee only about $275,435 at 4% or $183,623 at 6%; with 50% employer match about $183,623 at 4% or $122,416 at 6%; with 100% employer match about $137,718 at 4% or $91,812 at 6%.
2002212$0$0-
Lee & Williams, P.A. Profit Sharing Plan-12---
Lee & Williams, P.A. Money Purchase Pension Plan-0---
2001211$0$0-
Lee & Williams, P.A. Profit Sharing Plan-11---
Lee & Williams, P.A. Money Purchase Pension Plan-11---
2000212$1,917,336$55,445$4,620iApproximate average salary by contribution assumption: employee only about $115,510 at 4% or $77,007 at 6%; with 50% employer match about $77,007 at 4% or $51,338 at 6%; with 100% employer match about $57,755 at 4% or $38,503 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-12$1,917,336$55,445$4,620iApproximate average salary by contribution assumption: employee only about $115,510 at 4% or $77,007 at 6%; with 50% employer match about $77,007 at 4% or $51,338 at 6%; with 100% employer match about $57,755 at 4% or $38,503 at 6%.
Lee & Williams, P.A. Money Purchase Pension Plan-12---
1999214$2,385,562$120,135$8,581iApproximate average salary by contribution assumption: employee only about $214,527 at 4% or $143,018 at 6%; with 50% employer match about $143,018 at 4% or $95,345 at 6%; with 100% employer match about $107,263 at 4% or $71,509 at 6%.
Lee & Williams, P.A. Profit Sharing Plan-14$1,967,306$62,779$4,484iApproximate average salary by contribution assumption: employee only about $112,105 at 4% or $74,737 at 6%; with 50% employer match about $74,737 at 4% or $49,825 at 6%; with 100% employer match about $56,053 at 4% or $37,368 at 6%.
Lee & Williams, P.A. Money Purchase Pension Plan-14$418,256$57,356$4,097iApproximate average salary by contribution assumption: employee only about $102,421 at 4% or $68,281 at 6%; with 50% employer match about $68,281 at 4% or $45,521 at 6%; with 100% employer match about $51,211 at 4% or $34,140 at 6%.