Austin, Ley, Roe, Patsko, Swain & Diaz, P.A.
Plan context: Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan
EIN 59-3071095 • Tampa, FL • 24 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$5,577,739
2024 Contributions
$244,517
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 | 12 | $5,577,739 | $244,517 | $20,376iApproximate average salary by contribution assumption: employee only about $509,410 at 4% or $339,607 at 6%; with 50% employer match about $339,607 at 4% or $226,405 at 6%; with 100% employer match about $254,705 at 4% or $169,803 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 12 | $5,577,739 | $244,517 | $20,376iApproximate average salary by contribution assumption: employee only about $509,410 at 4% or $339,607 at 6%; with 50% employer match about $339,607 at 4% or $226,405 at 6%; with 100% employer match about $254,705 at 4% or $169,803 at 6%. |
| 2023 | 1 | 15 | $4,527,475 | $307,544 | $20,503iApproximate average salary by contribution assumption: employee only about $512,573 at 4% or $341,716 at 6%; with 50% employer match about $341,716 at 4% or $227,810 at 6%; with 100% employer match about $256,287 at 4% or $170,858 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 15 | $4,527,475 | $307,544 | $20,503iApproximate average salary by contribution assumption: employee only about $512,573 at 4% or $341,716 at 6%; with 50% employer match about $341,716 at 4% or $227,810 at 6%; with 100% employer match about $256,287 at 4% or $170,858 at 6%. |
| 2022 | 1 | 15 | $3,635,829 | $190,498 | $12,700iApproximate average salary by contribution assumption: employee only about $317,497 at 4% or $211,664 at 6%; with 50% employer match about $211,664 at 4% or $141,110 at 6%; with 100% employer match about $158,748 at 4% or $105,832 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 15 | $3,635,829 | $190,498 | $12,700iApproximate average salary by contribution assumption: employee only about $317,497 at 4% or $211,664 at 6%; with 50% employer match about $211,664 at 4% or $141,110 at 6%; with 100% employer match about $158,748 at 4% or $105,832 at 6%. |
| 2021 | 1 | 14 | $4,177,777 | $158,036 | $11,288iApproximate average salary by contribution assumption: employee only about $282,207 at 4% or $188,138 at 6%; with 50% employer match about $188,138 at 4% or $125,425 at 6%; with 100% employer match about $141,104 at 4% or $94,069 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 14 | $4,177,777 | $158,036 | $11,288iApproximate average salary by contribution assumption: employee only about $282,207 at 4% or $188,138 at 6%; with 50% employer match about $188,138 at 4% or $125,425 at 6%; with 100% employer match about $141,104 at 4% or $94,069 at 6%. |
| 2020 | 1 | 14 | $3,744,320 | $190,272 | $13,591iApproximate average salary by contribution assumption: employee only about $339,771 at 4% or $226,514 at 6%; with 50% employer match about $226,514 at 4% or $151,010 at 6%; with 100% employer match about $169,886 at 4% or $113,257 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 14 | $3,744,320 | $190,272 | $13,591iApproximate average salary by contribution assumption: employee only about $339,771 at 4% or $226,514 at 6%; with 50% employer match about $226,514 at 4% or $151,010 at 6%; with 100% employer match about $169,886 at 4% or $113,257 at 6%. |
| 2019 | 1 | 13 | $2,834,538 | $541,217 | $41,632iApproximate average salary by contribution assumption: employee only about $1,040,802 at 4% or $693,868 at 6%; with 50% employer match about $693,868 at 4% or $462,579 at 6%; with 100% employer match about $520,401 at 4% or $346,934 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 13 | $2,834,538 | $541,217 | $41,632iApproximate average salary by contribution assumption: employee only about $1,040,802 at 4% or $693,868 at 6%; with 50% employer match about $693,868 at 4% or $462,579 at 6%; with 100% employer match about $520,401 at 4% or $346,934 at 6%. |
| 2018 | 1 | 19 | $2,166,965 | $101,683 | $5,352iApproximate average salary by contribution assumption: employee only about $133,793 at 4% or $89,196 at 6%; with 50% employer match about $89,196 at 4% or $59,464 at 6%; with 100% employer match about $66,897 at 4% or $44,598 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 19 | $2,166,965 | $101,683 | $5,352iApproximate average salary by contribution assumption: employee only about $133,793 at 4% or $89,196 at 6%; with 50% employer match about $89,196 at 4% or $59,464 at 6%; with 100% employer match about $66,897 at 4% or $44,598 at 6%. |
| 2017 | 1 | 17 | $2,411,591 | $111,610 | $6,565iApproximate average salary by contribution assumption: employee only about $164,132 at 4% or $109,422 at 6%; with 50% employer match about $109,422 at 4% or $72,948 at 6%; with 100% employer match about $82,066 at 4% or $54,711 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 17 | $2,411,591 | $111,610 | $6,565iApproximate average salary by contribution assumption: employee only about $164,132 at 4% or $109,422 at 6%; with 50% employer match about $109,422 at 4% or $72,948 at 6%; with 100% employer match about $82,066 at 4% or $54,711 at 6%. |
| 2016 | 1 | 16 | $2,138,860 | $122,901 | $7,681iApproximate average salary by contribution assumption: employee only about $192,033 at 4% or $128,022 at 6%; with 50% employer match about $128,022 at 4% or $85,348 at 6%; with 100% employer match about $96,016 at 4% or $64,011 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 16 | $2,138,860 | $122,901 | $7,681iApproximate average salary by contribution assumption: employee only about $192,033 at 4% or $128,022 at 6%; with 50% employer match about $128,022 at 4% or $85,348 at 6%; with 100% employer match about $96,016 at 4% or $64,011 at 6%. |
| 2015 | 1 | 17 | $2,025,524 | $134,705 | $7,924iApproximate average salary by contribution assumption: employee only about $198,096 at 4% or $132,064 at 6%; with 50% employer match about $132,064 at 4% or $88,042 at 6%; with 100% employer match about $99,048 at 4% or $66,032 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 17 | $2,025,524 | $134,705 | $7,924iApproximate average salary by contribution assumption: employee only about $198,096 at 4% or $132,064 at 6%; with 50% employer match about $132,064 at 4% or $88,042 at 6%; with 100% employer match about $99,048 at 4% or $66,032 at 6%. |
| 2014 | 1 | 17 | $1,970,146 | $129,194 | $7,600iApproximate average salary by contribution assumption: employee only about $189,991 at 4% or $126,661 at 6%; with 50% employer match about $126,661 at 4% or $84,441 at 6%; with 100% employer match about $94,996 at 4% or $63,330 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 17 | $1,970,146 | $129,194 | $7,600iApproximate average salary by contribution assumption: employee only about $189,991 at 4% or $126,661 at 6%; with 50% employer match about $126,661 at 4% or $84,441 at 6%; with 100% employer match about $94,996 at 4% or $63,330 at 6%. |
| 2013 | 1 | 16 | $2,128,887 | $120,461 | $7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,653 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 16 | $2,128,887 | $120,461 | $7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,653 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%. |
| 2012 | 1 | 15 | $2,177,558 | $125,234 | $8,349iApproximate average salary by contribution assumption: employee only about $208,723 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,574 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 15 | $2,177,558 | $125,234 | $8,349iApproximate average salary by contribution assumption: employee only about $208,723 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,574 at 6%. |
| 2011 | 1 | 17 | $2,633,465 | $147,956 | $8,703iApproximate average salary by contribution assumption: employee only about $217,582 at 4% or $145,055 at 6%; with 50% employer match about $145,055 at 4% or $96,703 at 6%; with 100% employer match about $108,791 at 4% or $72,527 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 17 | $2,633,465 | $147,956 | $8,703iApproximate average salary by contribution assumption: employee only about $217,582 at 4% or $145,055 at 6%; with 50% employer match about $145,055 at 4% or $96,703 at 6%; with 100% employer match about $108,791 at 4% or $72,527 at 6%. |
| 2010 | 1 | 23 | $2,427,786 | $170,967 | $7,433iApproximate average salary by contribution assumption: employee only about $185,834 at 4% or $123,889 at 6%; with 50% employer match about $123,889 at 4% or $82,593 at 6%; with 100% employer match about $92,917 at 4% or $61,945 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 23 | $2,427,786 | $170,967 | $7,433iApproximate average salary by contribution assumption: employee only about $185,834 at 4% or $123,889 at 6%; with 50% employer match about $123,889 at 4% or $82,593 at 6%; with 100% employer match about $92,917 at 4% or $61,945 at 6%. |
| 2009 | 1 | 19 | $2,201,307 | $181,780 | $9,567iApproximate average salary by contribution assumption: employee only about $239,184 at 4% or $159,456 at 6%; with 50% employer match about $159,456 at 4% or $106,304 at 6%; with 100% employer match about $119,592 at 4% or $79,728 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 19 | $2,201,307 | $181,780 | $9,567iApproximate average salary by contribution assumption: employee only about $239,184 at 4% or $159,456 at 6%; with 50% employer match about $159,456 at 4% or $106,304 at 6%; with 100% employer match about $119,592 at 4% or $79,728 at 6%. |
| 2008 | 1 | 21 | $1,789,490 | $154,698 | $7,367iApproximate average salary by contribution assumption: employee only about $184,164 at 4% or $122,776 at 6%; with 50% employer match about $122,776 at 4% or $81,851 at 6%; with 100% employer match about $92,082 at 4% or $61,388 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 21 | $1,789,490 | $154,698 | $7,367iApproximate average salary by contribution assumption: employee only about $184,164 at 4% or $122,776 at 6%; with 50% employer match about $122,776 at 4% or $81,851 at 6%; with 100% employer match about $92,082 at 4% or $61,388 at 6%. |
| 2007 | 1 | 17 | $2,030,135 | $154,607 | $9,095iApproximate average salary by contribution assumption: employee only about $227,363 at 4% or $151,575 at 6%; with 50% employer match about $151,575 at 4% or $101,050 at 6%; with 100% employer match about $113,682 at 4% or $75,788 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 17 | $2,030,135 | $154,607 | $9,095iApproximate average salary by contribution assumption: employee only about $227,363 at 4% or $151,575 at 6%; with 50% employer match about $151,575 at 4% or $101,050 at 6%; with 100% employer match about $113,682 at 4% or $75,788 at 6%. |
| 2006 | 1 | 15 | $1,805,768 | $161,520 | $10,768iApproximate average salary by contribution assumption: employee only about $269,200 at 4% or $179,467 at 6%; with 50% employer match about $179,467 at 4% or $119,644 at 6%; with 100% employer match about $134,600 at 4% or $89,733 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 15 | $1,805,768 | $161,520 | $10,768iApproximate average salary by contribution assumption: employee only about $269,200 at 4% or $179,467 at 6%; with 50% employer match about $179,467 at 4% or $119,644 at 6%; with 100% employer match about $134,600 at 4% or $89,733 at 6%. |
| 2005 | 1 | 16 | $1,489,307 | $130,369 | $8,148iApproximate average salary by contribution assumption: employee only about $203,702 at 4% or $135,801 at 6%; with 50% employer match about $135,801 at 4% or $90,534 at 6%; with 100% employer match about $101,851 at 4% or $67,901 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 16 | $1,489,307 | $130,369 | $8,148iApproximate average salary by contribution assumption: employee only about $203,702 at 4% or $135,801 at 6%; with 50% employer match about $135,801 at 4% or $90,534 at 6%; with 100% employer match about $101,851 at 4% or $67,901 at 6%. |
| 2003 | 1 | 16 | $1,065,175 | $91,979 | $5,749iApproximate average salary by contribution assumption: employee only about $143,717 at 4% or $95,811 at 6%; with 50% employer match about $95,811 at 4% or $63,874 at 6%; with 100% employer match about $71,859 at 4% or $47,906 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 16 | $1,065,175 | $91,979 | $5,749iApproximate average salary by contribution assumption: employee only about $143,717 at 4% or $95,811 at 6%; with 50% employer match about $95,811 at 4% or $63,874 at 6%; with 100% employer match about $71,859 at 4% or $47,906 at 6%. |
| 2001 | 1 | 25 | $916,029 | $115,098 | $4,604iApproximate average salary by contribution assumption: employee only about $115,098 at 4% or $76,732 at 6%; with 50% employer match about $76,732 at 4% or $51,155 at 6%; with 100% employer match about $57,549 at 4% or $38,366 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 25 | $916,029 | $115,098 | $4,604iApproximate average salary by contribution assumption: employee only about $115,098 at 4% or $76,732 at 6%; with 50% employer match about $76,732 at 4% or $51,155 at 6%; with 100% employer match about $57,549 at 4% or $38,366 at 6%. |
| 2000 | 1 | 25 | $1,004,634 | $76,586 | $3,063iApproximate average salary by contribution assumption: employee only about $76,586 at 4% or $51,057 at 6%; with 50% employer match about $51,057 at 4% or $34,038 at 6%; with 100% employer match about $38,293 at 4% or $25,529 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 25 | $1,004,634 | $76,586 | $3,063iApproximate average salary by contribution assumption: employee only about $76,586 at 4% or $51,057 at 6%; with 50% employer match about $51,057 at 4% or $34,038 at 6%; with 100% employer match about $38,293 at 4% or $25,529 at 6%. |
| 1999 | 1 | 28 | $1,198,408 | $118,600 | $4,236iApproximate average salary by contribution assumption: employee only about $105,893 at 4% or $70,595 at 6%; with 50% employer match about $70,595 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,298 at 6%. |
| Austin, Ley, Roe, Patsko, Swain & Diaz, P.A. 401K Plan | - | 28 | $1,198,408 | $118,600 | $4,236iApproximate average salary by contribution assumption: employee only about $105,893 at 4% or $70,595 at 6%; with 50% employer match about $70,595 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,298 at 6%. |