Schifino & Lee
Plan context: SCHIFINO LEE, INC. 401K PLAN
EIN 59-3198552 • Tampa, FL • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$3,819,441
2024 Contributions
$77,045
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 | 20 | $3,819,441 | $77,045 | $3,852iApproximate average salary by contribution assumption: employee only about $96,306 at 4% or $64,204 at 6%; with 50% employer match about $64,204 at 4% or $42,803 at 6%; with 100% employer match about $48,153 at 4% or $32,102 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 20 | $3,819,441 | $77,045 | $3,852iApproximate average salary by contribution assumption: employee only about $96,306 at 4% or $64,204 at 6%; with 50% employer match about $64,204 at 4% or $42,803 at 6%; with 100% employer match about $48,153 at 4% or $32,102 at 6%. |
| 2023 | 1 | 21 | $3,506,211 | $82,405 | $3,924iApproximate average salary by contribution assumption: employee only about $98,101 at 4% or $65,401 at 6%; with 50% employer match about $65,401 at 4% or $43,601 at 6%; with 100% employer match about $49,051 at 4% or $32,700 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 21 | $3,506,211 | $82,405 | $3,924iApproximate average salary by contribution assumption: employee only about $98,101 at 4% or $65,401 at 6%; with 50% employer match about $65,401 at 4% or $43,601 at 6%; with 100% employer match about $49,051 at 4% or $32,700 at 6%. |
| 2022 | 1 | 21 | $3,115,816 | $82,622 | $3,934iApproximate average salary by contribution assumption: employee only about $98,360 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,787 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 21 | $3,115,816 | $82,622 | $3,934iApproximate average salary by contribution assumption: employee only about $98,360 at 4% or $65,573 at 6%; with 50% employer match about $65,573 at 4% or $43,715 at 6%; with 100% employer match about $49,180 at 4% or $32,787 at 6%. |
| 2021 | 1 | 26 | $3,496,979 | $102,926 | $3,959iApproximate average salary by contribution assumption: employee only about $98,967 at 4% or $65,978 at 6%; with 50% employer match about $65,978 at 4% or $43,985 at 6%; with 100% employer match about $49,484 at 4% or $32,989 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 26 | $3,496,979 | $102,926 | $3,959iApproximate average salary by contribution assumption: employee only about $98,967 at 4% or $65,978 at 6%; with 50% employer match about $65,978 at 4% or $43,985 at 6%; with 100% employer match about $49,484 at 4% or $32,989 at 6%. |
| 2020 | 1 | 25 | $3,120,586 | $86,333 | $3,453iApproximate average salary by contribution assumption: employee only about $86,333 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,167 at 4% or $28,778 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 25 | $3,120,586 | $86,333 | $3,453iApproximate average salary by contribution assumption: employee only about $86,333 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,167 at 4% or $28,778 at 6%. |
| 2019 | 1 | 29 | $2,784,339 | $118,692 | $4,093iApproximate average salary by contribution assumption: employee only about $102,321 at 4% or $68,214 at 6%; with 50% employer match about $68,214 at 4% or $45,476 at 6%; with 100% employer match about $51,160 at 4% or $34,107 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 29 | $2,784,339 | $118,692 | $4,093iApproximate average salary by contribution assumption: employee only about $102,321 at 4% or $68,214 at 6%; with 50% employer match about $68,214 at 4% or $45,476 at 6%; with 100% employer match about $51,160 at 4% or $34,107 at 6%. |
| 2018 | 1 | 28 | $2,326,449 | $121,169 | $4,327iApproximate average salary by contribution assumption: employee only about $108,187 at 4% or $72,124 at 6%; with 50% employer match about $72,124 at 4% or $48,083 at 6%; with 100% employer match about $54,093 at 4% or $36,062 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 28 | $2,326,449 | $121,169 | $4,327iApproximate average salary by contribution assumption: employee only about $108,187 at 4% or $72,124 at 6%; with 50% employer match about $72,124 at 4% or $48,083 at 6%; with 100% employer match about $54,093 at 4% or $36,062 at 6%. |
| 2017 | 1 | 26 | $2,343,518 | $127,412 | $4,900iApproximate average salary by contribution assumption: employee only about $122,512 at 4% or $81,674 at 6%; with 50% employer match about $81,674 at 4% or $54,450 at 6%; with 100% employer match about $61,256 at 4% or $40,837 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 26 | $2,343,518 | $127,412 | $4,900iApproximate average salary by contribution assumption: employee only about $122,512 at 4% or $81,674 at 6%; with 50% employer match about $81,674 at 4% or $54,450 at 6%; with 100% employer match about $61,256 at 4% or $40,837 at 6%. |
| 2016 | 1 | 25 | $1,977,157 | $147,521 | $5,901iApproximate average salary by contribution assumption: employee only about $147,521 at 4% or $98,347 at 6%; with 50% employer match about $98,347 at 4% or $65,565 at 6%; with 100% employer match about $73,761 at 4% or $49,174 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 25 | $1,977,157 | $147,521 | $5,901iApproximate average salary by contribution assumption: employee only about $147,521 at 4% or $98,347 at 6%; with 50% employer match about $98,347 at 4% or $65,565 at 6%; with 100% employer match about $73,761 at 4% or $49,174 at 6%. |
| 2015 | 1 | 23 | $1,885,697 | $134,717 | $5,857iApproximate average salary by contribution assumption: employee only about $146,432 at 4% or $97,621 at 6%; with 50% employer match about $97,621 at 4% or $65,081 at 6%; with 100% employer match about $73,216 at 4% or $48,811 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 23 | $1,885,697 | $134,717 | $5,857iApproximate average salary by contribution assumption: employee only about $146,432 at 4% or $97,621 at 6%; with 50% employer match about $97,621 at 4% or $65,081 at 6%; with 100% employer match about $73,216 at 4% or $48,811 at 6%. |
| 2014 | 1 | 20 | $1,761,519 | $122,920 | $6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 20 | $1,761,519 | $122,920 | $6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%. |
| 2013 | 1 | 19 | $1,563,480 | $117,361 | $6,177iApproximate average salary by contribution assumption: employee only about $154,422 at 4% or $102,948 at 6%; with 50% employer match about $102,948 at 4% or $68,632 at 6%; with 100% employer match about $77,211 at 4% or $51,474 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 19 | $1,563,480 | $117,361 | $6,177iApproximate average salary by contribution assumption: employee only about $154,422 at 4% or $102,948 at 6%; with 50% employer match about $102,948 at 4% or $68,632 at 6%; with 100% employer match about $77,211 at 4% or $51,474 at 6%. |
| 2012 | 1 | 19 | $1,417,034 | $91,431 | $4,812iApproximate average salary by contribution assumption: employee only about $120,304 at 4% or $80,203 at 6%; with 50% employer match about $80,203 at 4% or $53,468 at 6%; with 100% employer match about $60,152 at 4% or $40,101 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 19 | $1,417,034 | $91,431 | $4,812iApproximate average salary by contribution assumption: employee only about $120,304 at 4% or $80,203 at 6%; with 50% employer match about $80,203 at 4% or $53,468 at 6%; with 100% employer match about $60,152 at 4% or $40,101 at 6%. |
| 2011 | 1 | 16 | $1,357,618 | $71,680 | $4,480iApproximate average salary by contribution assumption: employee only about $112,000 at 4% or $74,667 at 6%; with 50% employer match about $74,667 at 4% or $49,778 at 6%; with 100% employer match about $56,000 at 4% or $37,333 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 16 | $1,357,618 | $71,680 | $4,480iApproximate average salary by contribution assumption: employee only about $112,000 at 4% or $74,667 at 6%; with 50% employer match about $74,667 at 4% or $49,778 at 6%; with 100% employer match about $56,000 at 4% or $37,333 at 6%. |
| 2010 | 1 | 19 | $1,432,622 | $60,364 | $3,177iApproximate average salary by contribution assumption: employee only about $79,426 at 4% or $52,951 at 6%; with 50% employer match about $52,951 at 4% or $35,301 at 6%; with 100% employer match about $39,713 at 4% or $26,475 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 19 | $1,432,622 | $60,364 | $3,177iApproximate average salary by contribution assumption: employee only about $79,426 at 4% or $52,951 at 6%; with 50% employer match about $52,951 at 4% or $35,301 at 6%; with 100% employer match about $39,713 at 4% or $26,475 at 6%. |
| 2009 | 1 | 23 | $1,332,398 | $125,610 | $5,461iApproximate average salary by contribution assumption: employee only about $136,533 at 4% or $91,022 at 6%; with 50% employer match about $91,022 at 4% or $60,681 at 6%; with 100% employer match about $68,266 at 4% or $45,511 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 23 | $1,332,398 | $125,610 | $5,461iApproximate average salary by contribution assumption: employee only about $136,533 at 4% or $91,022 at 6%; with 50% employer match about $91,022 at 4% or $60,681 at 6%; with 100% employer match about $68,266 at 4% or $45,511 at 6%. |
| 2008 | 1 | 16 | $1,021,908 | $198,459 | $12,404iApproximate average salary by contribution assumption: employee only about $310,092 at 4% or $206,728 at 6%; with 50% employer match about $206,728 at 4% or $137,819 at 6%; with 100% employer match about $155,046 at 4% or $103,364 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 16 | $1,021,908 | $198,459 | $12,404iApproximate average salary by contribution assumption: employee only about $310,092 at 4% or $206,728 at 6%; with 50% employer match about $206,728 at 4% or $137,819 at 6%; with 100% employer match about $155,046 at 4% or $103,364 at 6%. |
| 2007 | 1 | 19 | $1,263,849 | $229,909 | $12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,675 at 6%; with 50% employer match about $201,675 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 19 | $1,263,849 | $229,909 | $12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,675 at 6%; with 50% employer match about $201,675 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%. |
| 2006 | 1 | 14 | $1,073,376 | $120,454 | $8,604iApproximate average salary by contribution assumption: employee only about $215,096 at 4% or $143,398 at 6%; with 50% employer match about $143,398 at 4% or $95,598 at 6%; with 100% employer match about $107,548 at 4% or $71,699 at 6%. |
| SCHIFINO LEE, INC. 401K PLAN | - | 14 | $1,073,376 | $120,454 | $8,604iApproximate average salary by contribution assumption: employee only about $215,096 at 4% or $143,398 at 6%; with 50% employer match about $143,398 at 4% or $95,598 at 6%; with 100% employer match about $107,548 at 4% or $71,699 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| MBA RETIREMENT SAVINGS PLAN | - | 7 | - | - | - |
| 1999 | 1 | 3 | $48,417 | $48,417 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |
| Schifino & Lee 401K Plan | - | 3 | $48,417 | $48,417 | $16,139iApproximate average salary by contribution assumption: employee only about $403,475 at 4% or $268,983 at 6%; with 50% employer match about $268,983 at 4% or $179,322 at 6%; with 100% employer match about $201,738 at 4% or $134,492 at 6%. |