Battaglia, Ross, Dicus & Wein, P.A.
Plan context: Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust
EIN 59-2740008 • St Petersburg, FL • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$3,771,948
2024 Contributions
$315,193
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 36 | $3,771,948 | $315,193 | $8,755iApproximate average salary by contribution assumption: employee only about $218,884 at 4% or $145,923 at 6%; with 50% employer match about $145,923 at 4% or $97,282 at 6%; with 100% employer match about $109,442 at 4% or $72,961 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 36 | $3,771,948 | $315,193 | $8,755iApproximate average salary by contribution assumption: employee only about $218,884 at 4% or $145,923 at 6%; with 50% employer match about $145,923 at 4% or $97,282 at 6%; with 100% employer match about $109,442 at 4% or $72,961 at 6%. |
| 2023 | 1 | 38 | $3,391,714 | $348,628 | $9,174iApproximate average salary by contribution assumption: employee only about $229,361 at 4% or $152,907 at 6%; with 50% employer match about $152,907 at 4% or $101,938 at 6%; with 100% employer match about $114,680 at 4% or $76,454 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 38 | $3,391,714 | $348,628 | $9,174iApproximate average salary by contribution assumption: employee only about $229,361 at 4% or $152,907 at 6%; with 50% employer match about $152,907 at 4% or $101,938 at 6%; with 100% employer match about $114,680 at 4% or $76,454 at 6%. |
| 2022 | 1 | 30 | $2,685,767 | $275,110 | $9,170iApproximate average salary by contribution assumption: employee only about $229,258 at 4% or $152,839 at 6%; with 50% employer match about $152,839 at 4% or $101,893 at 6%; with 100% employer match about $114,629 at 4% or $76,419 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 30 | $2,685,767 | $275,110 | $9,170iApproximate average salary by contribution assumption: employee only about $229,258 at 4% or $152,839 at 6%; with 50% employer match about $152,839 at 4% or $101,893 at 6%; with 100% employer match about $114,629 at 4% or $76,419 at 6%. |
| 2021 | 1 | 24 | $3,044,835 | $252,228 | $10,510iApproximate average salary by contribution assumption: employee only about $262,738 at 4% or $175,158 at 6%; with 50% employer match about $175,158 at 4% or $116,772 at 6%; with 100% employer match about $131,369 at 4% or $87,579 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 24 | $3,044,835 | $252,228 | $10,510iApproximate average salary by contribution assumption: employee only about $262,738 at 4% or $175,158 at 6%; with 50% employer match about $175,158 at 4% or $116,772 at 6%; with 100% employer match about $131,369 at 4% or $87,579 at 6%. |
| 2020 | 1 | 23 | $2,657,807 | $210,307 | $9,144iApproximate average salary by contribution assumption: employee only about $228,595 at 4% or $152,396 at 6%; with 50% employer match about $152,396 at 4% or $101,598 at 6%; with 100% employer match about $114,297 at 4% or $76,198 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 23 | $2,657,807 | $210,307 | $9,144iApproximate average salary by contribution assumption: employee only about $228,595 at 4% or $152,396 at 6%; with 50% employer match about $152,396 at 4% or $101,598 at 6%; with 100% employer match about $114,297 at 4% or $76,198 at 6%. |
| 2019 | 1 | 21 | $2,169,012 | $167,007 | $7,953iApproximate average salary by contribution assumption: employee only about $198,818 at 4% or $132,545 at 6%; with 50% employer match about $132,545 at 4% or $88,363 at 6%; with 100% employer match about $99,409 at 4% or $66,273 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 21 | $2,169,012 | $167,007 | $7,953iApproximate average salary by contribution assumption: employee only about $198,818 at 4% or $132,545 at 6%; with 50% employer match about $132,545 at 4% or $88,363 at 6%; with 100% employer match about $99,409 at 4% or $66,273 at 6%. |
| 2018 | 1 | 22 | $1,713,537 | $158,735 | $7,215iApproximate average salary by contribution assumption: employee only about $180,381 at 4% or $120,254 at 6%; with 50% employer match about $120,254 at 4% or $80,169 at 6%; with 100% employer match about $90,190 at 4% or $60,127 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 22 | $1,713,537 | $158,735 | $7,215iApproximate average salary by contribution assumption: employee only about $180,381 at 4% or $120,254 at 6%; with 50% employer match about $120,254 at 4% or $80,169 at 6%; with 100% employer match about $90,190 at 4% or $60,127 at 6%. |
| 2017 | 1 | 23 | $1,675,605 | $192,173 | $8,355iApproximate average salary by contribution assumption: employee only about $208,884 at 4% or $139,256 at 6%; with 50% employer match about $139,256 at 4% or $92,837 at 6%; with 100% employer match about $104,442 at 4% or $69,628 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 23 | $1,675,605 | $192,173 | $8,355iApproximate average salary by contribution assumption: employee only about $208,884 at 4% or $139,256 at 6%; with 50% employer match about $139,256 at 4% or $92,837 at 6%; with 100% employer match about $104,442 at 4% or $69,628 at 6%. |
| 2016 | 1 | 23 | $1,352,847 | $115,005 | $5,000iApproximate average salary by contribution assumption: employee only about $125,005 at 4% or $83,337 at 6%; with 50% employer match about $83,337 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,668 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 23 | $1,352,847 | $115,005 | $5,000iApproximate average salary by contribution assumption: employee only about $125,005 at 4% or $83,337 at 6%; with 50% employer match about $83,337 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,668 at 6%. |
| 2015 | 1 | 40 | $1,723,956 | $91,419 | $2,285iApproximate average salary by contribution assumption: employee only about $57,137 at 4% or $38,091 at 6%; with 50% employer match about $38,091 at 4% or $25,394 at 6%; with 100% employer match about $28,568 at 4% or $19,046 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 40 | $1,723,956 | $91,419 | $2,285iApproximate average salary by contribution assumption: employee only about $57,137 at 4% or $38,091 at 6%; with 50% employer match about $38,091 at 4% or $25,394 at 6%; with 100% employer match about $28,568 at 4% or $19,046 at 6%. |
| 2014 | 1 | 69 | $2,425,780 | $74,760 | $1,083iApproximate average salary by contribution assumption: employee only about $27,087 at 4% or $18,058 at 6%; with 50% employer match about $18,058 at 4% or $12,039 at 6%; with 100% employer match about $13,543 at 4% or $9,029 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 69 | $2,425,780 | $74,760 | $1,083iApproximate average salary by contribution assumption: employee only about $27,087 at 4% or $18,058 at 6%; with 50% employer match about $18,058 at 4% or $12,039 at 6%; with 100% employer match about $13,543 at 4% or $9,029 at 6%. |
| 2013 | 1 | 75 | $2,086,638 | $123,628 | $1,648iApproximate average salary by contribution assumption: employee only about $41,209 at 4% or $27,473 at 6%; with 50% employer match about $27,473 at 4% or $18,315 at 6%; with 100% employer match about $20,605 at 4% or $13,736 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 75 | $2,086,638 | $123,628 | $1,648iApproximate average salary by contribution assumption: employee only about $41,209 at 4% or $27,473 at 6%; with 50% employer match about $27,473 at 4% or $18,315 at 6%; with 100% employer match about $20,605 at 4% or $13,736 at 6%. |
| 2012 | 1 | 76 | $1,897,177 | $102,268 | $1,346iApproximate average salary by contribution assumption: employee only about $33,641 at 4% or $22,427 at 6%; with 50% employer match about $22,427 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,214 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 76 | $1,897,177 | $102,268 | $1,346iApproximate average salary by contribution assumption: employee only about $33,641 at 4% or $22,427 at 6%; with 50% employer match about $22,427 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,214 at 6%. |
| 2011 | 1 | 69 | $1,773,813 | $109,921 | $1,593iApproximate average salary by contribution assumption: employee only about $39,826 at 4% or $26,551 at 6%; with 50% employer match about $26,551 at 4% or $17,701 at 6%; with 100% employer match about $19,913 at 4% or $13,275 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 69 | $1,773,813 | $109,921 | $1,593iApproximate average salary by contribution assumption: employee only about $39,826 at 4% or $26,551 at 6%; with 50% employer match about $26,551 at 4% or $17,701 at 6%; with 100% employer match about $19,913 at 4% or $13,275 at 6%. |
| 2010 | 1 | 68 | $1,983,550 | $154,713 | $2,275iApproximate average salary by contribution assumption: employee only about $56,880 at 4% or $37,920 at 6%; with 50% employer match about $37,920 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 68 | $1,983,550 | $154,713 | $2,275iApproximate average salary by contribution assumption: employee only about $56,880 at 4% or $37,920 at 6%; with 50% employer match about $37,920 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%. |
| 2009 | 1 | 67 | $1,713,536 | $120,634 | $1,801iApproximate average salary by contribution assumption: employee only about $45,013 at 4% or $30,008 at 6%; with 50% employer match about $30,008 at 4% or $20,006 at 6%; with 100% employer match about $22,506 at 4% or $15,004 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 67 | $1,713,536 | $120,634 | $1,801iApproximate average salary by contribution assumption: employee only about $45,013 at 4% or $30,008 at 6%; with 50% employer match about $30,008 at 4% or $20,006 at 6%; with 100% employer match about $22,506 at 4% or $15,004 at 6%. |
| 2007 | 1 | 31 | $1,804,679 | $126,545 | $4,082iApproximate average salary by contribution assumption: employee only about $102,052 at 4% or $68,035 at 6%; with 50% employer match about $68,035 at 4% or $45,357 at 6%; with 100% employer match about $51,026 at 4% or $34,017 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 31 | $1,804,679 | $126,545 | $4,082iApproximate average salary by contribution assumption: employee only about $102,052 at 4% or $68,035 at 6%; with 50% employer match about $68,035 at 4% or $45,357 at 6%; with 100% employer match about $51,026 at 4% or $34,017 at 6%. |
| 2006 | 1 | 31 | $0 | $0 | - |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 31 | - | - | - |
| 2005 | 1 | 31 | $1,382,116 | $130,976 | $4,225iApproximate average salary by contribution assumption: employee only about $105,626 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,945 at 6%; with 100% employer match about $52,813 at 4% or $35,209 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 31 | $1,382,116 | $130,976 | $4,225iApproximate average salary by contribution assumption: employee only about $105,626 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,945 at 6%; with 100% employer match about $52,813 at 4% or $35,209 at 6%. |
| 2004 | 1 | 33 | $1,430,410 | $134,317 | $4,070iApproximate average salary by contribution assumption: employee only about $101,755 at 4% or $67,837 at 6%; with 50% employer match about $67,837 at 4% or $45,225 at 6%; with 100% employer match about $50,878 at 4% or $33,918 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 33 | $1,430,410 | $134,317 | $4,070iApproximate average salary by contribution assumption: employee only about $101,755 at 4% or $67,837 at 6%; with 50% employer match about $67,837 at 4% or $45,225 at 6%; with 100% employer match about $50,878 at 4% or $33,918 at 6%. |
| 2003 | 1 | 35 | $1,212,506 | $101,730 | $2,907iApproximate average salary by contribution assumption: employee only about $72,664 at 4% or $48,443 at 6%; with 50% employer match about $48,443 at 4% or $32,295 at 6%; with 100% employer match about $36,332 at 4% or $24,221 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 35 | $1,212,506 | $101,730 | $2,907iApproximate average salary by contribution assumption: employee only about $72,664 at 4% or $48,443 at 6%; with 50% employer match about $48,443 at 4% or $32,295 at 6%; with 100% employer match about $36,332 at 4% or $24,221 at 6%. |
| 2002 | 1 | 35 | $1,009,597 | $107,728 | $3,078iApproximate average salary by contribution assumption: employee only about $76,949 at 4% or $51,299 at 6%; with 50% employer match about $51,299 at 4% or $34,199 at 6%; with 100% employer match about $38,474 at 4% or $25,650 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 35 | $1,009,597 | $107,728 | $3,078iApproximate average salary by contribution assumption: employee only about $76,949 at 4% or $51,299 at 6%; with 50% employer match about $51,299 at 4% or $34,199 at 6%; with 100% employer match about $38,474 at 4% or $25,650 at 6%. |
| 2001 | 1 | 34 | $1,091,773 | $98,661 | $2,902iApproximate average salary by contribution assumption: employee only about $72,545 at 4% or $48,363 at 6%; with 50% employer match about $48,363 at 4% or $32,242 at 6%; with 100% employer match about $36,272 at 4% or $24,182 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 34 | $1,091,773 | $98,661 | $2,902iApproximate average salary by contribution assumption: employee only about $72,545 at 4% or $48,363 at 6%; with 50% employer match about $48,363 at 4% or $32,242 at 6%; with 100% employer match about $36,272 at 4% or $24,182 at 6%. |
| 2000 | 1 | 33 | $0 | $0 | - |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 33 | - | - | - |
| 1999 | 1 | 27 | $1,298,492 | $104,973 | $3,888iApproximate average salary by contribution assumption: employee only about $97,197 at 4% or $64,798 at 6%; with 50% employer match about $64,798 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%. |
| Battaglia, Ross, Dicus & Wein, P.A. 401K Profit Sharing Trust | - | 27 | $1,298,492 | $104,973 | $3,888iApproximate average salary by contribution assumption: employee only about $97,197 at 4% or $64,798 at 6%; with 50% employer match about $64,798 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%. |