Lanier and Company, P.A.
Plan context: LANIER AND COMPANY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
EIN 59-2613406 • Lake Mary, FL • 24 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$451,720
2023 Contributions
$29,396
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $29,396 | - |
| LANIER AND COMPANY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | $29,396 | - |
| 2022 | 1 | 7 | $451,720 | $85,980 | $12,283iApproximate average salary by contribution assumption: employee only about $307,071 at 4% or $204,714 at 6%; with 50% employer match about $204,714 at 4% or $136,476 at 6%; with 100% employer match about $153,536 at 4% or $102,357 at 6%. |
| LANIER AND COMPANY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $451,720 | $85,980 | $12,283iApproximate average salary by contribution assumption: employee only about $307,071 at 4% or $204,714 at 6%; with 50% employer match about $204,714 at 4% or $136,476 at 6%; with 100% employer match about $153,536 at 4% or $102,357 at 6%. |
| 2021 | 1 | 5 | $444,231 | $72,117 | $14,423iApproximate average salary by contribution assumption: employee only about $360,585 at 4% or $240,390 at 6%; with 50% employer match about $240,390 at 4% or $160,260 at 6%; with 100% employer match about $180,293 at 4% or $120,195 at 6%. |
| LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $444,231 | $72,117 | $14,423iApproximate average salary by contribution assumption: employee only about $360,585 at 4% or $240,390 at 6%; with 50% employer match about $240,390 at 4% or $160,260 at 6%; with 100% employer match about $180,293 at 4% or $120,195 at 6%. |
| 2020 | 1 | 4 | $315,379 | $70,833 | $17,708iApproximate average salary by contribution assumption: employee only about $442,706 at 4% or $295,138 at 6%; with 50% employer match about $295,138 at 4% or $196,758 at 6%; with 100% employer match about $221,353 at 4% or $147,569 at 6%. |
| LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $315,379 | $70,833 | $17,708iApproximate average salary by contribution assumption: employee only about $442,706 at 4% or $295,138 at 6%; with 50% employer match about $295,138 at 4% or $196,758 at 6%; with 100% employer match about $221,353 at 4% or $147,569 at 6%. |
| 2019 | 1 | 4 | $205,826 | $68,932 | $17,233iApproximate average salary by contribution assumption: employee only about $430,825 at 4% or $287,217 at 6%; with 50% employer match about $287,217 at 4% or $191,478 at 6%; with 100% employer match about $215,413 at 4% or $143,608 at 6%. |
| LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $205,826 | $68,932 | $17,233iApproximate average salary by contribution assumption: employee only about $430,825 at 4% or $287,217 at 6%; with 50% employer match about $287,217 at 4% or $191,478 at 6%; with 100% employer match about $215,413 at 4% or $143,608 at 6%. |
| 2018 | 1 | 3 | $114,363 | $111,854 | $37,285iApproximate average salary by contribution assumption: employee only about $932,117 at 4% or $621,411 at 6%; with 50% employer match about $621,411 at 4% or $414,274 at 6%; with 100% employer match about $466,058 at 4% or $310,706 at 6%. |
| LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 3 | $114,363 | $111,854 | $37,285iApproximate average salary by contribution assumption: employee only about $932,117 at 4% or $621,411 at 6%; with 50% employer match about $621,411 at 4% or $414,274 at 6%; with 100% employer match about $466,058 at 4% or $310,706 at 6%. |
| 2017 | 1 | 2 | $8,704 | $8,535 | $4,268iApproximate average salary by contribution assumption: employee only about $106,688 at 4% or $71,125 at 6%; with 50% employer match about $71,125 at 4% or $47,417 at 6%; with 100% employer match about $53,344 at 4% or $35,563 at 6%. |
| LANIER AND COMPANY PA 401 K PROFIT SHARING PLAN TRUST | - | 2 | $8,704 | $8,535 | $4,268iApproximate average salary by contribution assumption: employee only about $106,688 at 4% or $71,125 at 6%; with 50% employer match about $71,125 at 4% or $47,417 at 6%; with 100% employer match about $53,344 at 4% or $35,563 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 0 | - | - | - |
| 2015 | 1 | 9 | $1,712,009 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | $1,712,009 | - | - |
| 2014 | 1 | 9 | $1,771,144 | $78,273 | $8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | $1,771,144 | $78,273 | $8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%. |
| 2013 | 1 | 9 | $1,657,816 | $80,707 | $8,967iApproximate average salary by contribution assumption: employee only about $224,186 at 4% or $149,457 at 6%; with 50% employer match about $149,457 at 4% or $99,638 at 6%; with 100% employer match about $112,093 at 4% or $74,729 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | $1,657,816 | $80,707 | $8,967iApproximate average salary by contribution assumption: employee only about $224,186 at 4% or $149,457 at 6%; with 50% employer match about $149,457 at 4% or $99,638 at 6%; with 100% employer match about $112,093 at 4% or $74,729 at 6%. |
| 2012 | 1 | 8 | $1,451,284 | $79,096 | $9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,856 at 6%; with 100% employer match about $123,588 at 4% or $82,392 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $1,451,284 | $79,096 | $9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,856 at 6%; with 100% employer match about $123,588 at 4% or $82,392 at 6%. |
| 2011 | 1 | 8 | $1,255,604 | $74,067 | $9,258iApproximate average salary by contribution assumption: employee only about $231,459 at 4% or $154,306 at 6%; with 50% employer match about $154,306 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,153 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $1,255,604 | $74,067 | $9,258iApproximate average salary by contribution assumption: employee only about $231,459 at 4% or $154,306 at 6%; with 50% employer match about $154,306 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,153 at 6%. |
| 2010 | 1 | 8 | $1,204,359 | $70,167 | $8,771iApproximate average salary by contribution assumption: employee only about $219,272 at 4% or $146,181 at 6%; with 50% employer match about $146,181 at 4% or $97,454 at 6%; with 100% employer match about $109,636 at 4% or $73,091 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $1,204,359 | $70,167 | $8,771iApproximate average salary by contribution assumption: employee only about $219,272 at 4% or $146,181 at 6%; with 50% employer match about $146,181 at 4% or $97,454 at 6%; with 100% employer match about $109,636 at 4% or $73,091 at 6%. |
| 2009 | 1 | 9 | $1,033,056 | $65,582 | $7,287iApproximate average salary by contribution assumption: employee only about $182,172 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,965 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | $1,033,056 | $65,582 | $7,287iApproximate average salary by contribution assumption: employee only about $182,172 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,965 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%. |
| 2008 | 1 | 11 | $745,747 | $78,302 | $7,118iApproximate average salary by contribution assumption: employee only about $177,959 at 4% or $118,639 at 6%; with 50% employer match about $118,639 at 4% or $79,093 at 6%; with 100% employer match about $88,980 at 4% or $59,320 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 11 | $745,747 | $78,302 | $7,118iApproximate average salary by contribution assumption: employee only about $177,959 at 4% or $118,639 at 6%; with 50% employer match about $118,639 at 4% or $79,093 at 6%; with 100% employer match about $88,980 at 4% or $59,320 at 6%. |
| 2007 | 1 | 9 | $1,028,773 | $111,438 | $12,382iApproximate average salary by contribution assumption: employee only about $309,550 at 4% or $206,367 at 6%; with 50% employer match about $206,367 at 4% or $137,578 at 6%; with 100% employer match about $154,775 at 4% or $103,183 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | $1,028,773 | $111,438 | $12,382iApproximate average salary by contribution assumption: employee only about $309,550 at 4% or $206,367 at 6%; with 50% employer match about $206,367 at 4% or $137,578 at 6%; with 100% employer match about $154,775 at 4% or $103,183 at 6%. |
| 2006 | 1 | 8 | $907,238 | $99,754 | $12,469iApproximate average salary by contribution assumption: employee only about $311,731 at 4% or $207,821 at 6%; with 50% employer match about $207,821 at 4% or $138,547 at 6%; with 100% employer match about $155,866 at 4% or $103,910 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $907,238 | $99,754 | $12,469iApproximate average salary by contribution assumption: employee only about $311,731 at 4% or $207,821 at 6%; with 50% employer match about $207,821 at 4% or $138,547 at 6%; with 100% employer match about $155,866 at 4% or $103,910 at 6%. |
| 2005 | 1 | 8 | $706,525 | $14,799 | $1,850iApproximate average salary by contribution assumption: employee only about $46,247 at 4% or $30,831 at 6%; with 50% employer match about $30,831 at 4% or $20,554 at 6%; with 100% employer match about $23,123 at 4% or $15,416 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $706,525 | $14,799 | $1,850iApproximate average salary by contribution assumption: employee only about $46,247 at 4% or $30,831 at 6%; with 50% employer match about $30,831 at 4% or $20,554 at 6%; with 100% employer match about $23,123 at 4% or $15,416 at 6%. |
| 2004 | 1 | 8 | $686,206 | $91,274 | $11,409iApproximate average salary by contribution assumption: employee only about $285,231 at 4% or $190,154 at 6%; with 50% employer match about $190,154 at 4% or $126,769 at 6%; with 100% employer match about $142,616 at 4% or $95,077 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | $686,206 | $91,274 | $11,409iApproximate average salary by contribution assumption: employee only about $285,231 at 4% or $190,154 at 6%; with 50% employer match about $190,154 at 4% or $126,769 at 6%; with 100% employer match about $142,616 at 4% or $95,077 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 9 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 7 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| 401(K)/Profit Sharing Plan and Trust for the Employees of Lanier and Company, P.A. | - | 7 | - | - | - |