Civic Intelligence

Vanness & Vanness, P.A.

Plan context: Vanness & Vanness, P.A. Cash Balance Plan

EIN 59-3084577 • Crystal River, FL • 18 filings • 2 plans

1205 N. Meeting Tree Blvd.Crystal River, FL 34429
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$6,514,360

2024 Contributions

$662,964

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,514,360$3,257,180$0201620202024YearValue
$6,514,360Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201620202024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202426$6,514,360$662,964$110,494iApproximate average salary by contribution assumption: employee only about $2,762,350 at 4% or $1,841,567 at 6%; with 50% employer match about $1,841,567 at 4% or $1,227,711 at 6%; with 100% employer match about $1,381,175 at 4% or $920,783 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-5$4,809,091$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-6$1,705,269$162,964$27,161iApproximate average salary by contribution assumption: employee only about $679,017 at 4% or $452,678 at 6%; with 50% employer match about $452,678 at 4% or $301,785 at 6%; with 100% employer match about $339,508 at 4% or $226,339 at 6%.
202327$5,036,439$774,995$110,714iApproximate average salary by contribution assumption: employee only about $2,767,839 at 4% or $1,845,226 at 6%; with 50% employer match about $1,845,226 at 4% or $1,230,151 at 6%; with 100% employer match about $1,383,920 at 4% or $922,613 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-5$3,756,987$600,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-7$1,279,452$174,995$24,999iApproximate average salary by contribution assumption: employee only about $624,982 at 4% or $416,655 at 6%; with 50% employer match about $416,655 at 4% or $277,770 at 6%; with 100% employer match about $312,491 at 4% or $208,327 at 6%.
202229$3,721,011$405,046$45,005iApproximate average salary by contribution assumption: employee only about $1,125,128 at 4% or $750,085 at 6%; with 50% employer match about $750,085 at 4% or $500,057 at 6%; with 100% employer match about $562,564 at 4% or $375,043 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-6$2,685,184$280,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-9$1,035,827$125,046$13,894iApproximate average salary by contribution assumption: employee only about $347,350 at 4% or $231,567 at 6%; with 50% employer match about $231,567 at 4% or $154,378 at 6%; with 100% employer match about $173,675 at 4% or $115,783 at 6%.
202129$3,993,478$438,996$48,777iApproximate average salary by contribution assumption: employee only about $1,219,433 at 4% or $812,956 at 6%; with 50% employer match about $812,956 at 4% or $541,970 at 6%; with 100% employer match about $609,717 at 4% or $406,478 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-7$2,841,085$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-9$1,152,393$158,996$17,666iApproximate average salary by contribution assumption: employee only about $441,656 at 4% or $294,437 at 6%; with 50% employer match about $294,437 at 4% or $196,291 at 6%; with 100% employer match about $220,828 at 4% or $147,219 at 6%.
2020210$3,094,753$131,699$13,170iApproximate average salary by contribution assumption: employee only about $329,248 at 4% or $219,498 at 6%; with 50% employer match about $219,498 at 4% or $146,332 at 6%; with 100% employer match about $164,624 at 4% or $109,749 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-8$2,229,292--
VANNESS & VANNESS, P.A. 401(K) PLAN-10$865,461$131,699$13,170iApproximate average salary by contribution assumption: employee only about $329,248 at 4% or $219,498 at 6%; with 50% employer match about $219,498 at 4% or $146,332 at 6%; with 100% employer match about $164,624 at 4% or $109,749 at 6%.
2019211$2,848,791$520,085$47,280iApproximate average salary by contribution assumption: employee only about $1,182,011 at 4% or $788,008 at 6%; with 50% employer match about $788,008 at 4% or $525,338 at 6%; with 100% employer match about $591,006 at 4% or $394,004 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-8$2,252,420$411,765$51,471iApproximate average salary by contribution assumption: employee only about $1,286,766 at 4% or $857,844 at 6%; with 50% employer match about $857,844 at 4% or $571,896 at 6%; with 100% employer match about $643,383 at 4% or $428,922 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-11$596,371$108,320$9,847iApproximate average salary by contribution assumption: employee only about $246,182 at 4% or $164,121 at 6%; with 50% employer match about $164,121 at 4% or $109,414 at 6%; with 100% employer match about $123,091 at 4% or $82,061 at 6%.
2018211$1,929,413$1,068,577$97,143iApproximate average salary by contribution assumption: employee only about $2,428,584 at 4% or $1,619,056 at 6%; with 50% employer match about $1,619,056 at 4% or $1,079,371 at 6%; with 100% employer match about $1,214,292 at 4% or $809,528 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-9$1,540,634$931,719$103,524iApproximate average salary by contribution assumption: employee only about $2,588,108 at 4% or $1,725,406 at 6%; with 50% employer match about $1,725,406 at 4% or $1,150,270 at 6%; with 100% employer match about $1,294,054 at 4% or $862,703 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-11$388,779$136,858$12,442iApproximate average salary by contribution assumption: employee only about $311,041 at 4% or $207,361 at 6%; with 50% employer match about $207,361 at 4% or $138,240 at 6%; with 100% employer match about $155,520 at 4% or $103,680 at 6%.
201728$1,013,449$488,341$61,043iApproximate average salary by contribution assumption: employee only about $1,526,066 at 4% or $1,017,377 at 6%; with 50% employer match about $1,017,377 at 4% or $678,251 at 6%; with 100% employer match about $763,033 at 4% or $508,689 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-8$739,959$360,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-8$273,490$128,341$16,043iApproximate average salary by contribution assumption: employee only about $401,066 at 4% or $267,377 at 6%; with 50% employer match about $267,377 at 4% or $178,251 at 6%; with 100% employer match about $200,533 at 4% or $133,689 at 6%.
201627$477,865$474,612$67,802iApproximate average salary by contribution assumption: employee only about $1,695,043 at 4% or $1,130,029 at 6%; with 50% employer match about $1,130,029 at 4% or $753,352 at 6%; with 100% employer match about $847,521 at 4% or $565,014 at 6%.
Vanness & Vanness, P.A. Cash Balance Plan-7$359,813$359,813$51,402iApproximate average salary by contribution assumption: employee only about $1,285,046 at 4% or $856,698 at 6%; with 50% employer match about $856,698 at 4% or $571,132 at 6%; with 100% employer match about $642,523 at 4% or $428,349 at 6%.
VANNESS & VANNESS, P.A. 401(K) PLAN-7$118,052$114,799$16,400iApproximate average salary by contribution assumption: employee only about $409,996 at 4% or $273,331 at 6%; with 50% employer match about $273,331 at 4% or $182,221 at 6%; with 100% employer match about $204,998 at 4% or $136,665 at 6%.