Milton, Leach & Dandrea, P.A.
Plan context: Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust
EIN 59-2982949 • Jacksonville, FL • 29 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$12,015,727
2024 Contributions
$280,947
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 | 27 | $12,015,727 | $280,947 | $10,405iApproximate average salary by contribution assumption: employee only about $260,136 at 4% or $173,424 at 6%; with 50% employer match about $173,424 at 4% or $115,616 at 6%; with 100% employer match about $130,068 at 4% or $86,712 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 27 | $12,015,727 | $280,947 | $10,405iApproximate average salary by contribution assumption: employee only about $260,136 at 4% or $173,424 at 6%; with 50% employer match about $173,424 at 4% or $115,616 at 6%; with 100% employer match about $130,068 at 4% or $86,712 at 6%. |
| 2023 | 1 | 26 | $10,032,087 | $245,288 | $9,434iApproximate average salary by contribution assumption: employee only about $235,854 at 4% or $157,236 at 6%; with 50% employer match about $157,236 at 4% or $104,824 at 6%; with 100% employer match about $117,927 at 4% or $78,618 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 26 | $10,032,087 | $245,288 | $9,434iApproximate average salary by contribution assumption: employee only about $235,854 at 4% or $157,236 at 6%; with 50% employer match about $157,236 at 4% or $104,824 at 6%; with 100% employer match about $117,927 at 4% or $78,618 at 6%. |
| 2022 | 1 | 24 | $8,892,589 | $255,583 | $10,649iApproximate average salary by contribution assumption: employee only about $266,232 at 4% or $177,488 at 6%; with 50% employer match about $177,488 at 4% or $118,325 at 6%; with 100% employer match about $133,116 at 4% or $88,744 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 24 | $8,892,589 | $255,583 | $10,649iApproximate average salary by contribution assumption: employee only about $266,232 at 4% or $177,488 at 6%; with 50% employer match about $177,488 at 4% or $118,325 at 6%; with 100% employer match about $133,116 at 4% or $88,744 at 6%. |
| 2021 | 1 | 24 | $10,328,182 | $190,869 | $7,953iApproximate average salary by contribution assumption: employee only about $198,822 at 4% or $132,548 at 6%; with 50% employer match about $132,548 at 4% or $88,365 at 6%; with 100% employer match about $99,411 at 4% or $66,274 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 24 | $10,328,182 | $190,869 | $7,953iApproximate average salary by contribution assumption: employee only about $198,822 at 4% or $132,548 at 6%; with 50% employer match about $132,548 at 4% or $88,365 at 6%; with 100% employer match about $99,411 at 4% or $66,274 at 6%. |
| 2020 | 1 | 29 | $8,744,118 | $192,401 | $6,635iApproximate average salary by contribution assumption: employee only about $165,863 at 4% or $110,575 at 6%; with 50% employer match about $110,575 at 4% or $73,717 at 6%; with 100% employer match about $82,931 at 4% or $55,288 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 29 | $8,744,118 | $192,401 | $6,635iApproximate average salary by contribution assumption: employee only about $165,863 at 4% or $110,575 at 6%; with 50% employer match about $110,575 at 4% or $73,717 at 6%; with 100% employer match about $82,931 at 4% or $55,288 at 6%. |
| 2019 | 1 | 12 | $7,320,742 | $168,435 | $14,036iApproximate average salary by contribution assumption: employee only about $350,906 at 4% or $233,938 at 6%; with 50% employer match about $233,938 at 4% or $155,958 at 6%; with 100% employer match about $175,453 at 4% or $116,969 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 12 | $7,320,742 | $168,435 | $14,036iApproximate average salary by contribution assumption: employee only about $350,906 at 4% or $233,938 at 6%; with 50% employer match about $233,938 at 4% or $155,958 at 6%; with 100% employer match about $175,453 at 4% or $116,969 at 6%. |
| 2018 | 1 | 26 | $5,898,871 | $120,211 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 26 | $5,898,871 | $120,211 | $4,624iApproximate average salary by contribution assumption: employee only about $115,588 at 4% or $77,058 at 6%; with 50% employer match about $77,058 at 4% or $51,372 at 6%; with 100% employer match about $57,794 at 4% or $38,529 at 6%. |
| 2017 | 1 | 27 | $6,150,953 | $128,750 | $4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,984 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 27 | $6,150,953 | $128,750 | $4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,984 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%. |
| 2016 | 1 | 28 | $5,218,533 | $255,647 | $9,130iApproximate average salary by contribution assumption: employee only about $228,256 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,085 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 28 | $5,218,533 | $255,647 | $9,130iApproximate average salary by contribution assumption: employee only about $228,256 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,085 at 6%. |
| 2015 | 1 | 29 | $4,628,129 | $279,603 | $9,641iApproximate average salary by contribution assumption: employee only about $241,037 at 4% or $160,691 at 6%; with 50% employer match about $160,691 at 4% or $107,128 at 6%; with 100% employer match about $120,519 at 4% or $80,346 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 29 | $4,628,129 | $279,603 | $9,641iApproximate average salary by contribution assumption: employee only about $241,037 at 4% or $160,691 at 6%; with 50% employer match about $160,691 at 4% or $107,128 at 6%; with 100% employer match about $120,519 at 4% or $80,346 at 6%. |
| 2014 | 1 | 28 | $4,340,098 | $274,346 | $9,798iApproximate average salary by contribution assumption: employee only about $244,952 at 4% or $163,301 at 6%; with 50% employer match about $163,301 at 4% or $108,867 at 6%; with 100% employer match about $122,476 at 4% or $81,651 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 28 | $4,340,098 | $274,346 | $9,798iApproximate average salary by contribution assumption: employee only about $244,952 at 4% or $163,301 at 6%; with 50% employer match about $163,301 at 4% or $108,867 at 6%; with 100% employer match about $122,476 at 4% or $81,651 at 6%. |
| 2013 | 1 | 29 | $4,049,863 | $289,898 | $9,996iApproximate average salary by contribution assumption: employee only about $249,912 at 4% or $166,608 at 6%; with 50% employer match about $166,608 at 4% or $111,072 at 6%; with 100% employer match about $124,956 at 4% or $83,304 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 29 | $4,049,863 | $289,898 | $9,996iApproximate average salary by contribution assumption: employee only about $249,912 at 4% or $166,608 at 6%; with 50% employer match about $166,608 at 4% or $111,072 at 6%; with 100% employer match about $124,956 at 4% or $83,304 at 6%. |
| 2012 | 1 | 30 | $3,094,302 | $261,422 | $8,714iApproximate average salary by contribution assumption: employee only about $217,852 at 4% or $145,234 at 6%; with 50% employer match about $145,234 at 4% or $96,823 at 6%; with 100% employer match about $108,926 at 4% or $72,617 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 30 | $3,094,302 | $261,422 | $8,714iApproximate average salary by contribution assumption: employee only about $217,852 at 4% or $145,234 at 6%; with 50% employer match about $145,234 at 4% or $96,823 at 6%; with 100% employer match about $108,926 at 4% or $72,617 at 6%. |
| 2011 | 1 | 29 | $3,702,394 | $252,888 | $8,720iApproximate average salary by contribution assumption: employee only about $218,007 at 4% or $145,338 at 6%; with 50% employer match about $145,338 at 4% or $96,892 at 6%; with 100% employer match about $109,003 at 4% or $72,669 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 29 | $3,702,394 | $252,888 | $8,720iApproximate average salary by contribution assumption: employee only about $218,007 at 4% or $145,338 at 6%; with 50% employer match about $145,338 at 4% or $96,892 at 6%; with 100% employer match about $109,003 at 4% or $72,669 at 6%. |
| 2010 | 1 | 31 | $3,656,015 | $243,995 | $7,871iApproximate average salary by contribution assumption: employee only about $196,770 at 4% or $131,180 at 6%; with 50% employer match about $131,180 at 4% or $87,453 at 6%; with 100% employer match about $98,385 at 4% or $65,590 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 31 | $3,656,015 | $243,995 | $7,871iApproximate average salary by contribution assumption: employee only about $196,770 at 4% or $131,180 at 6%; with 50% employer match about $131,180 at 4% or $87,453 at 6%; with 100% employer match about $98,385 at 4% or $65,590 at 6%. |
| 2009 | 1 | 31 | $3,077,522 | $321,089 | $10,358iApproximate average salary by contribution assumption: employee only about $258,943 at 4% or $172,628 at 6%; with 50% employer match about $172,628 at 4% or $115,086 at 6%; with 100% employer match about $129,471 at 4% or $86,314 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 31 | $3,077,522 | $321,089 | $10,358iApproximate average salary by contribution assumption: employee only about $258,943 at 4% or $172,628 at 6%; with 50% employer match about $172,628 at 4% or $115,086 at 6%; with 100% employer match about $129,471 at 4% or $86,314 at 6%. |
| 2008 | 1 | 16 | $0 | $0 | - |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 16 | - | - | - |
| 2007 | 1 | 17 | $0 | $0 | - |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 17 | - | - | - |
| 2006 | 1 | 19 | $2,986,421 | $273,315 | $14,385iApproximate average salary by contribution assumption: employee only about $359,625 at 4% or $239,750 at 6%; with 50% employer match about $239,750 at 4% or $159,833 at 6%; with 100% employer match about $179,813 at 4% or $119,875 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 19 | $2,986,421 | $273,315 | $14,385iApproximate average salary by contribution assumption: employee only about $359,625 at 4% or $239,750 at 6%; with 50% employer match about $239,750 at 4% or $159,833 at 6%; with 100% employer match about $179,813 at 4% or $119,875 at 6%. |
| 2005 | 1 | 18 | $2,260,601 | $289,484 | $16,082iApproximate average salary by contribution assumption: employee only about $402,061 at 4% or $268,041 at 6%; with 50% employer match about $268,041 at 4% or $178,694 at 6%; with 100% employer match about $201,031 at 4% or $134,020 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 18 | $2,260,601 | $289,484 | $16,082iApproximate average salary by contribution assumption: employee only about $402,061 at 4% or $268,041 at 6%; with 50% employer match about $268,041 at 4% or $178,694 at 6%; with 100% employer match about $201,031 at 4% or $134,020 at 6%. |
| 2003 | 2 | 22 | $1,557,434 | $202,427 | $9,201iApproximate average salary by contribution assumption: employee only about $230,031 at 4% or $153,354 at 6%; with 50% employer match about $153,354 at 4% or $102,236 at 6%; with 100% employer match about $115,015 at 4% or $76,677 at 6%. |
| Milton, Leach & Dandrea P/S Plan & Tr | - | 22 | $1,332,306 | $128,563 | $5,844iApproximate average salary by contribution assumption: employee only about $146,094 at 4% or $97,396 at 6%; with 50% employer match about $97,396 at 4% or $64,931 at 6%; with 100% employer match about $73,047 at 4% or $48,698 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 21 | $225,128 | $73,864 | $3,517iApproximate average salary by contribution assumption: employee only about $87,933 at 4% or $58,622 at 6%; with 50% employer match about $58,622 at 4% or $39,081 at 6%; with 100% employer match about $43,967 at 4% or $29,311 at 6%. |
| 2002 | 2 | 22 | $1,014,980 | $112,628 | $5,119iApproximate average salary by contribution assumption: employee only about $127,986 at 4% or $85,324 at 6%; with 50% employer match about $85,324 at 4% or $56,883 at 6%; with 100% employer match about $63,993 at 4% or $42,662 at 6%. |
| Milton, Leach & Dandrea P/S Plan & Tr | - | 18 | $1,014,980 | $112,628 | $6,257iApproximate average salary by contribution assumption: employee only about $156,428 at 4% or $104,285 at 6%; with 50% employer match about $104,285 at 4% or $69,523 at 6%; with 100% employer match about $78,214 at 4% or $52,143 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 22 | - | - | - |
| 2001 | 2 | 19 | $1,096,021 | $87,729 | $4,617iApproximate average salary by contribution assumption: employee only about $115,433 at 4% or $76,955 at 6%; with 50% employer match about $76,955 at 4% or $51,304 at 6%; with 100% employer match about $57,716 at 4% or $38,478 at 6%. |
| Milton, Leach & Dandrea P/S Plan & Tr | - | 19 | $1,096,021 | $87,729 | $4,617iApproximate average salary by contribution assumption: employee only about $115,433 at 4% or $76,955 at 6%; with 50% employer match about $76,955 at 4% or $51,304 at 6%; with 100% employer match about $57,716 at 4% or $38,478 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 15 | - | - | - |
| 2000 | 2 | 17 | $1,415,122 | $133,195 | $7,835iApproximate average salary by contribution assumption: employee only about $195,875 at 4% or $130,583 at 6%; with 50% employer match about $130,583 at 4% or $87,056 at 6%; with 100% employer match about $97,938 at 4% or $65,292 at 6%. |
| Milton, Leach & Dandrea P/S Plan & Tr | - | 17 | $1,339,207 | $84,128 | $4,949iApproximate average salary by contribution assumption: employee only about $123,718 at 4% or $82,478 at 6%; with 50% employer match about $82,478 at 4% or $54,986 at 6%; with 100% employer match about $61,859 at 4% or $41,239 at 6%. |
| Milton, Leach, Whitman, D'Andrea & Eslinger, P.A. 401K Plan and Trust | - | 13 | $75,915 | $49,067 | $3,774iApproximate average salary by contribution assumption: employee only about $94,360 at 4% or $62,906 at 6%; with 50% employer match about $62,906 at 4% or $41,938 at 6%; with 100% employer match about $47,180 at 4% or $31,453 at 6%. |
| 1999 | 1 | 15 | $1,561,349 | $72,690 | $4,846iApproximate average salary by contribution assumption: employee only about $121,150 at 4% or $80,767 at 6%; with 50% employer match about $80,767 at 4% or $53,844 at 6%; with 100% employer match about $60,575 at 4% or $40,383 at 6%. |
| Milton, Leach & Dandrea P/S Plan & Tr | - | 15 | $1,561,349 | $72,690 | $4,846iApproximate average salary by contribution assumption: employee only about $121,150 at 4% or $80,767 at 6%; with 50% employer match about $80,767 at 4% or $53,844 at 6%; with 100% employer match about $60,575 at 4% or $40,383 at 6%. |