Civic Intelligence

Peterson & Myers, P.A.

Plan context: Peterson & Myers Pa 401(K) Profit Sharing Plan

EIN 59-1832339 • Lakeland, FL • 25 filings • 3 plans

PO Box 24628Lakeland, FL 33802-4628
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$25,150,976

2024 Contributions

$956,457

Historical Graphs

Total Assets Over Time

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

$25,150,976$12,575,488$0199920122024YearValue
$25,150,976Latest year 2024

Participants Over Time

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

88440199920122024YearValue
88Latest 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
2024188$25,150,976$956,457$10,869iApproximate average salary by contribution assumption: employee only about $271,721 at 4% or $181,147 at 6%; with 50% employer match about $181,147 at 4% or $120,765 at 6%; with 100% employer match about $135,860 at 4% or $90,574 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-88$25,150,976$956,457$10,869iApproximate average salary by contribution assumption: employee only about $271,721 at 4% or $181,147 at 6%; with 50% employer match about $181,147 at 4% or $120,765 at 6%; with 100% employer match about $135,860 at 4% or $90,574 at 6%.
2023185$21,681,985$1,089,744$12,821iApproximate average salary by contribution assumption: employee only about $320,513 at 4% or $213,675 at 6%; with 50% employer match about $213,675 at 4% or $142,450 at 6%; with 100% employer match about $160,256 at 4% or $106,838 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-85$21,681,985$1,089,744$12,821iApproximate average salary by contribution assumption: employee only about $320,513 at 4% or $213,675 at 6%; with 50% employer match about $213,675 at 4% or $142,450 at 6%; with 100% employer match about $160,256 at 4% or $106,838 at 6%.
2022177$19,801,211$848,690$11,022iApproximate average salary by contribution assumption: employee only about $275,549 at 4% or $183,699 at 6%; with 50% employer match about $183,699 at 4% or $122,466 at 6%; with 100% employer match about $137,774 at 4% or $91,850 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-77$19,801,211$848,690$11,022iApproximate average salary by contribution assumption: employee only about $275,549 at 4% or $183,699 at 6%; with 50% employer match about $183,699 at 4% or $122,466 at 6%; with 100% employer match about $137,774 at 4% or $91,850 at 6%.
2021171$22,919,178$846,038$11,916iApproximate average salary by contribution assumption: employee only about $297,901 at 4% or $198,600 at 6%; with 50% employer match about $198,600 at 4% or $132,400 at 6%; with 100% employer match about $148,950 at 4% or $99,300 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-71$22,919,178$846,038$11,916iApproximate average salary by contribution assumption: employee only about $297,901 at 4% or $198,600 at 6%; with 50% employer match about $198,600 at 4% or $132,400 at 6%; with 100% employer match about $148,950 at 4% or $99,300 at 6%.
2020171$21,258,212$1,229,004$17,310iApproximate average salary by contribution assumption: employee only about $432,748 at 4% or $288,499 at 6%; with 50% employer match about $288,499 at 4% or $192,332 at 6%; with 100% employer match about $216,374 at 4% or $144,249 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-71$21,258,212$1,229,004$17,310iApproximate average salary by contribution assumption: employee only about $432,748 at 4% or $288,499 at 6%; with 50% employer match about $288,499 at 4% or $192,332 at 6%; with 100% employer match about $216,374 at 4% or $144,249 at 6%.
2019167$18,751,249$721,674$10,771iApproximate average salary by contribution assumption: employee only about $269,281 at 4% or $179,521 at 6%; with 50% employer match about $179,521 at 4% or $119,681 at 6%; with 100% employer match about $134,641 at 4% or $89,760 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-67$18,751,249$721,674$10,771iApproximate average salary by contribution assumption: employee only about $269,281 at 4% or $179,521 at 6%; with 50% employer match about $179,521 at 4% or $119,681 at 6%; with 100% employer match about $134,641 at 4% or $89,760 at 6%.
2018164$15,525,911$712,192$11,128iApproximate average salary by contribution assumption: employee only about $278,200 at 4% or $185,467 at 6%; with 50% employer match about $185,467 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-64$15,525,911$712,192$11,128iApproximate average salary by contribution assumption: employee only about $278,200 at 4% or $185,467 at 6%; with 50% employer match about $185,467 at 4% or $123,644 at 6%; with 100% employer match about $139,100 at 4% or $92,733 at 6%.
2017153$16,349,431$643,245$12,137iApproximate average salary by contribution assumption: employee only about $303,417 at 4% or $202,278 at 6%; with 50% employer match about $202,278 at 4% or $134,852 at 6%; with 100% employer match about $151,709 at 4% or $101,139 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-53$16,349,431$643,245$12,137iApproximate average salary by contribution assumption: employee only about $303,417 at 4% or $202,278 at 6%; with 50% employer match about $202,278 at 4% or $134,852 at 6%; with 100% employer match about $151,709 at 4% or $101,139 at 6%.
2016153$14,356,002$713,063$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,234 at 6%; with 50% employer match about $224,234 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-53$14,356,002$713,063$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,234 at 6%; with 50% employer match about $224,234 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
2015154$13,351,512$789,598$14,622iApproximate average salary by contribution assumption: employee only about $365,555 at 4% or $243,703 at 6%; with 50% employer match about $243,703 at 4% or $162,469 at 6%; with 100% employer match about $182,777 at 4% or $121,852 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-54$13,351,512$789,598$14,622iApproximate average salary by contribution assumption: employee only about $365,555 at 4% or $243,703 at 6%; with 50% employer match about $243,703 at 4% or $162,469 at 6%; with 100% employer match about $182,777 at 4% or $121,852 at 6%.
2014153$13,321,630$735,042$13,869iApproximate average salary by contribution assumption: employee only about $346,718 at 4% or $231,145 at 6%; with 50% employer match about $231,145 at 4% or $154,097 at 6%; with 100% employer match about $173,359 at 4% or $115,573 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-53$13,321,630$735,042$13,869iApproximate average salary by contribution assumption: employee only about $346,718 at 4% or $231,145 at 6%; with 50% employer match about $231,145 at 4% or $154,097 at 6%; with 100% employer match about $173,359 at 4% or $115,573 at 6%.
2013159$12,512,321$800,360$13,565iApproximate average salary by contribution assumption: employee only about $339,136 at 4% or $226,090 at 6%; with 50% employer match about $226,090 at 4% or $150,727 at 6%; with 100% employer match about $169,568 at 4% or $113,045 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-59$12,512,321$800,360$13,565iApproximate average salary by contribution assumption: employee only about $339,136 at 4% or $226,090 at 6%; with 50% employer match about $226,090 at 4% or $150,727 at 6%; with 100% employer match about $169,568 at 4% or $113,045 at 6%.
2012166$11,943,633$744,785$11,285iApproximate average salary by contribution assumption: employee only about $282,116 at 4% or $188,077 at 6%; with 50% employer match about $188,077 at 4% or $125,385 at 6%; with 100% employer match about $141,058 at 4% or $94,039 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-66$11,943,633$744,785$11,285iApproximate average salary by contribution assumption: employee only about $282,116 at 4% or $188,077 at 6%; with 50% employer match about $188,077 at 4% or $125,385 at 6%; with 100% employer match about $141,058 at 4% or $94,039 at 6%.
2011171$10,150,048$639,030$9,000iApproximate average salary by contribution assumption: employee only about $225,011 at 4% or $150,007 at 6%; with 50% employer match about $150,007 at 4% or $100,005 at 6%; with 100% employer match about $112,505 at 4% or $75,004 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-71$10,150,048$639,030$9,000iApproximate average salary by contribution assumption: employee only about $225,011 at 4% or $150,007 at 6%; with 50% employer match about $150,007 at 4% or $100,005 at 6%; with 100% employer match about $112,505 at 4% or $75,004 at 6%.
2010168$10,150,884$696,111$10,237iApproximate average salary by contribution assumption: employee only about $255,923 at 4% or $170,615 at 6%; with 50% employer match about $170,615 at 4% or $113,744 at 6%; with 100% employer match about $127,962 at 4% or $85,308 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-68$10,150,884$696,111$10,237iApproximate average salary by contribution assumption: employee only about $255,923 at 4% or $170,615 at 6%; with 50% employer match about $170,615 at 4% or $113,744 at 6%; with 100% employer match about $127,962 at 4% or $85,308 at 6%.
2009170$8,397,547$701,173$10,017iApproximate average salary by contribution assumption: employee only about $250,419 at 4% or $166,946 at 6%; with 50% employer match about $166,946 at 4% or $111,297 at 6%; with 100% employer match about $125,209 at 4% or $83,473 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-70$8,397,547$701,173$10,017iApproximate average salary by contribution assumption: employee only about $250,419 at 4% or $166,946 at 6%; with 50% employer match about $166,946 at 4% or $111,297 at 6%; with 100% employer match about $125,209 at 4% or $83,473 at 6%.
2008170$6,523,974$746,764$10,668iApproximate average salary by contribution assumption: employee only about $266,701 at 4% or $177,801 at 6%; with 50% employer match about $177,801 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,900 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-70$6,523,974$746,764$10,668iApproximate average salary by contribution assumption: employee only about $266,701 at 4% or $177,801 at 6%; with 50% employer match about $177,801 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,900 at 6%.
2007168$8,399,551$748,735$11,011iApproximate average salary by contribution assumption: employee only about $275,270 at 4% or $183,513 at 6%; with 50% employer match about $183,513 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-68$8,399,551$748,735$11,011iApproximate average salary by contribution assumption: employee only about $275,270 at 4% or $183,513 at 6%; with 50% employer match about $183,513 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
2006165$7,207,295$768,989$11,831iApproximate average salary by contribution assumption: employee only about $295,765 at 4% or $197,177 at 6%; with 50% employer match about $197,177 at 4% or $131,451 at 6%; with 100% employer match about $147,883 at 4% or $98,588 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-65$7,207,295$768,989$11,831iApproximate average salary by contribution assumption: employee only about $295,765 at 4% or $197,177 at 6%; with 50% employer match about $197,177 at 4% or $131,451 at 6%; with 100% employer match about $147,883 at 4% or $98,588 at 6%.
2005166$5,726,917$653,840$9,907iApproximate average salary by contribution assumption: employee only about $247,667 at 4% or $165,111 at 6%; with 50% employer match about $165,111 at 4% or $110,074 at 6%; with 100% employer match about $123,833 at 4% or $82,556 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-66$5,726,917$653,840$9,907iApproximate average salary by contribution assumption: employee only about $247,667 at 4% or $165,111 at 6%; with 50% employer match about $165,111 at 4% or $110,074 at 6%; with 100% employer match about $123,833 at 4% or $82,556 at 6%.
2004162$4,851,137$583,023$9,404iApproximate average salary by contribution assumption: employee only about $235,090 at 4% or $156,727 at 6%; with 50% employer match about $156,727 at 4% or $104,484 at 6%; with 100% employer match about $117,545 at 4% or $78,363 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-62$4,851,137$583,023$9,404iApproximate average salary by contribution assumption: employee only about $235,090 at 4% or $156,727 at 6%; with 50% employer match about $156,727 at 4% or $104,484 at 6%; with 100% employer match about $117,545 at 4% or $78,363 at 6%.
2003164$3,920,208$730,512$11,414iApproximate average salary by contribution assumption: employee only about $285,356 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,678 at 4% or $95,119 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-64$3,920,208$730,512$11,414iApproximate average salary by contribution assumption: employee only about $285,356 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,678 at 4% or $95,119 at 6%.
2001164$3,140,438$314,155$4,909iApproximate average salary by contribution assumption: employee only about $122,717 at 4% or $81,811 at 6%; with 50% employer match about $81,811 at 4% or $54,541 at 6%; with 100% employer match about $61,358 at 4% or $40,906 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-64$3,140,438$314,155$4,909iApproximate average salary by contribution assumption: employee only about $122,717 at 4% or $81,811 at 6%; with 50% employer match about $81,811 at 4% or $54,541 at 6%; with 100% employer match about $61,358 at 4% or $40,906 at 6%.
2000162$3,432,093$515,122$8,308iApproximate average salary by contribution assumption: employee only about $207,710 at 4% or $138,474 at 6%; with 50% employer match about $138,474 at 4% or $92,316 at 6%; with 100% employer match about $103,855 at 4% or $69,237 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-62$3,432,093$515,122$8,308iApproximate average salary by contribution assumption: employee only about $207,710 at 4% or $138,474 at 6%; with 50% employer match about $138,474 at 4% or $92,316 at 6%; with 100% employer match about $103,855 at 4% or $69,237 at 6%.
1999151$3,863,307$302,048$5,923iApproximate average salary by contribution assumption: employee only about $148,063 at 4% or $98,708 at 6%; with 50% employer match about $98,708 at 4% or $65,806 at 6%; with 100% employer match about $74,031 at 4% or $49,354 at 6%.
Peterson & Myers Pa 401(K) Profit Sharing Plan-51$3,863,307$302,048$5,923iApproximate average salary by contribution assumption: employee only about $148,063 at 4% or $98,708 at 6%; with 50% employer match about $98,708 at 4% or $65,806 at 6%; with 100% employer match about $74,031 at 4% or $49,354 at 6%.