Bewley & Associates, P.A.
Plan context: BEWLEY & ASSOCIATES, P.A. 401(K) PLAN
EIN 59-2051788 • Sarasota, FL • 9 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$212,847
2014 Contributions
$289
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2013 | 1 | 3 | $212,847 | $289 | $96iApproximate average salary by contribution assumption: employee only about $2,408 at 4% or $1,606 at 6%; with 50% employer match about $1,606 at 4% or $1,070 at 6%; with 100% employer match about $1,204 at 4% or $803 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 3 | $212,847 | $289 | $96iApproximate average salary by contribution assumption: employee only about $2,408 at 4% or $1,606 at 6%; with 50% employer match about $1,606 at 4% or $1,070 at 6%; with 100% employer match about $1,204 at 4% or $803 at 6%. |
| 2012 | 1 | 3 | $179,472 | $46,739 | $15,580iApproximate average salary by contribution assumption: employee only about $389,492 at 4% or $259,661 at 6%; with 50% employer match about $259,661 at 4% or $173,107 at 6%; with 100% employer match about $194,746 at 4% or $129,831 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 3 | $179,472 | $46,739 | $15,580iApproximate average salary by contribution assumption: employee only about $389,492 at 4% or $259,661 at 6%; with 50% employer match about $259,661 at 4% or $173,107 at 6%; with 100% employer match about $194,746 at 4% or $129,831 at 6%. |
| 2011 | 1 | 3 | $126,945 | $33,847 | $11,282iApproximate average salary by contribution assumption: employee only about $282,058 at 4% or $188,039 at 6%; with 50% employer match about $188,039 at 4% or $125,359 at 6%; with 100% employer match about $141,029 at 4% or $94,019 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 3 | $126,945 | $33,847 | $11,282iApproximate average salary by contribution assumption: employee only about $282,058 at 4% or $188,039 at 6%; with 50% employer match about $188,039 at 4% or $125,359 at 6%; with 100% employer match about $141,029 at 4% or $94,019 at 6%. |
| 2010 | 1 | 3 | $173,509 | $27,021 | $9,007iApproximate average salary by contribution assumption: employee only about $225,175 at 4% or $150,117 at 6%; with 50% employer match about $150,117 at 4% or $100,078 at 6%; with 100% employer match about $112,588 at 4% or $75,058 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 3 | $173,509 | $27,021 | $9,007iApproximate average salary by contribution assumption: employee only about $225,175 at 4% or $150,117 at 6%; with 50% employer match about $150,117 at 4% or $100,078 at 6%; with 100% employer match about $112,588 at 4% or $75,058 at 6%. |
| 2009 | 1 | 3 | $134,999 | $28,058 | $9,353iApproximate average salary by contribution assumption: employee only about $233,817 at 4% or $155,878 at 6%; with 50% employer match about $155,878 at 4% or $103,919 at 6%; with 100% employer match about $116,908 at 4% or $77,939 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401(K) PLAN | - | 3 | $134,999 | $28,058 | $9,353iApproximate average salary by contribution assumption: employee only about $233,817 at 4% or $155,878 at 6%; with 50% employer match about $155,878 at 4% or $103,919 at 6%; with 100% employer match about $116,908 at 4% or $77,939 at 6%. |
| 2008 | 1 | 3 | $103,856 | $30,184 | $10,061iApproximate average salary by contribution assumption: employee only about $251,533 at 4% or $167,689 at 6%; with 50% employer match about $167,689 at 4% or $111,793 at 6%; with 100% employer match about $125,767 at 4% or $83,844 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401K PLAN | - | 3 | $103,856 | $30,184 | $10,061iApproximate average salary by contribution assumption: employee only about $251,533 at 4% or $167,689 at 6%; with 50% employer match about $167,689 at 4% or $111,793 at 6%; with 100% employer match about $125,767 at 4% or $83,844 at 6%. |
| 2007 | 1 | 4 | $149,017 | $142,521 | $35,630iApproximate average salary by contribution assumption: employee only about $890,756 at 4% or $593,838 at 6%; with 50% employer match about $593,838 at 4% or $395,892 at 6%; with 100% employer match about $445,378 at 4% or $296,919 at 6%. |
| BEWLEY & ASSOCIATES, P.A. 401K PLAN | - | 4 | $149,017 | $142,521 | $35,630iApproximate average salary by contribution assumption: employee only about $890,756 at 4% or $593,838 at 6%; with 50% employer match about $593,838 at 4% or $395,892 at 6%; with 100% employer match about $445,378 at 4% or $296,919 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Bewley & Associates, P.A. 401K Profit Sharing Plan | - | 0 | - | - | - |