Civic Intelligence

The Wilkes Firm, P.A. DBA Wilkes & Associates, P.A

Plan context: Wilkes & Associates, Pa 401(K) Plan

EIN 59-3340923 • Tampa, FL • 49 filings • 10 plans

3550 Buschwood Park DrSte 230Tampa, FL 33618
Current Snapshot

Latest Year

2024

2024 Participants

77

2024 Assets

$9,828,649

2024 Contributions

$451,122

Historical Graphs

Total Assets Over Time

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

$21,161,859$10,580,930$0199920122024YearValue
$9,828,649Latest year 2024

Participants Over Time

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

3851930199920122024YearValue
77Latest 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
2024177$9,828,649$451,122$5,859iApproximate average salary by contribution assumption: employee only about $146,468 at 4% or $97,645 at 6%; with 50% employer match about $97,645 at 4% or $65,097 at 6%; with 100% employer match about $73,234 at 4% or $48,823 at 6%.
Wilkes & Associates, Pa 401(K) Plan-77$9,828,649$451,122$5,859iApproximate average salary by contribution assumption: employee only about $146,468 at 4% or $97,645 at 6%; with 50% employer match about $97,645 at 4% or $65,097 at 6%; with 100% employer match about $73,234 at 4% or $48,823 at 6%.
2023150$12,708,579$524,492$10,490iApproximate average salary by contribution assumption: employee only about $262,246 at 4% or $174,831 at 6%; with 50% employer match about $174,831 at 4% or $116,554 at 6%; with 100% employer match about $131,123 at 4% or $87,415 at 6%.
Wilkes & Associates, Pa 401(K) Plan-50$12,708,579$524,492$10,490iApproximate average salary by contribution assumption: employee only about $262,246 at 4% or $174,831 at 6%; with 50% employer match about $174,831 at 4% or $116,554 at 6%; with 100% employer match about $131,123 at 4% or $87,415 at 6%.
2022285$15,330,370$751,695$8,843iApproximate average salary by contribution assumption: employee only about $221,087 at 4% or $147,391 at 6%; with 50% employer match about $147,391 at 4% or $98,261 at 6%; with 100% employer match about $110,543 at 4% or $73,696 at 6%.
Wilkes & Associates, Pa 401(K) Plan-51$15,330,370$751,695$14,739iApproximate average salary by contribution assumption: employee only about $368,478 at 4% or $245,652 at 6%; with 50% employer match about $245,652 at 4% or $163,768 at 6%; with 100% employer match about $184,239 at 4% or $122,826 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-85---
20212120$21,161,859$930,478$7,754iApproximate average salary by contribution assumption: employee only about $193,850 at 4% or $129,233 at 6%; with 50% employer match about $129,233 at 4% or $86,155 at 6%; with 100% employer match about $96,925 at 4% or $64,617 at 6%.
Wilkes & Associates, Pa 401(K) Plan-85$21,161,859$930,478$10,947iApproximate average salary by contribution assumption: employee only about $273,670 at 4% or $182,447 at 6%; with 50% employer match about $182,447 at 4% or $121,631 at 6%; with 100% employer match about $136,835 at 4% or $91,223 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-120---
20202137$19,084,276$1,071,874$7,824iApproximate average salary by contribution assumption: employee only about $195,597 at 4% or $130,398 at 6%; with 50% employer match about $130,398 at 4% or $86,932 at 6%; with 100% employer match about $97,799 at 4% or $65,199 at 6%.
Wilkes & Associates, Pa 401(K) Plan-117$19,084,276$1,071,874$9,161iApproximate average salary by contribution assumption: employee only about $229,033 at 4% or $152,689 at 6%; with 50% employer match about $152,689 at 4% or $101,792 at 6%; with 100% employer match about $114,516 at 4% or $76,344 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-137---
20192127$18,436,848$1,041,892$8,204iApproximate average salary by contribution assumption: employee only about $205,097 at 4% or $136,731 at 6%; with 50% employer match about $136,731 at 4% or $91,154 at 6%; with 100% employer match about $102,548 at 4% or $68,366 at 6%.
Wilkes & Associates, Pa 401(K) Plan-120$18,436,848$1,041,892$8,682iApproximate average salary by contribution assumption: employee only about $217,061 at 4% or $144,707 at 6%; with 50% employer match about $144,707 at 4% or $96,471 at 6%; with 100% employer match about $108,530 at 4% or $72,354 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-127---
20182210$18,009,020$1,551,349$7,387iApproximate average salary by contribution assumption: employee only about $184,684 at 4% or $123,123 at 6%; with 50% employer match about $123,123 at 4% or $82,082 at 6%; with 100% employer match about $92,342 at 4% or $61,561 at 6%.
Wilkes & Associates, Pa 401(K) Plan-191$18,009,020$1,551,349$8,122iApproximate average salary by contribution assumption: employee only about $203,056 at 4% or $135,371 at 6%; with 50% employer match about $135,371 at 4% or $90,247 at 6%; with 100% employer match about $101,528 at 4% or $67,685 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-210---
20172260$18,261,075$1,484,833$5,711iApproximate average salary by contribution assumption: employee only about $142,772 at 4% or $95,182 at 6%; with 50% employer match about $95,182 at 4% or $63,454 at 6%; with 100% employer match about $71,386 at 4% or $47,591 at 6%.
Wilkes & Associates, Pa 401(K) Plan-208$18,261,075$1,484,833$7,139iApproximate average salary by contribution assumption: employee only about $178,466 at 4% or $118,977 at 6%; with 50% employer match about $118,977 at 4% or $79,318 at 6%; with 100% employer match about $89,233 at 4% or $59,489 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-260---
20162235$15,431,507$1,298,459$5,525iApproximate average salary by contribution assumption: employee only about $138,134 at 4% or $92,089 at 6%; with 50% employer match about $92,089 at 4% or $61,393 at 6%; with 100% employer match about $69,067 at 4% or $46,045 at 6%.
Wilkes & Associates, Pa 401(K) Plan-203$15,431,507$1,298,459$6,396iApproximate average salary by contribution assumption: employee only about $159,909 at 4% or $106,606 at 6%; with 50% employer match about $106,606 at 4% or $71,071 at 6%; with 100% employer match about $79,954 at 4% or $53,303 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-235---
20152227$14,645,214$1,397,853$6,158iApproximate average salary by contribution assumption: employee only about $153,949 at 4% or $102,632 at 6%; with 50% employer match about $102,632 at 4% or $68,422 at 6%; with 100% employer match about $76,974 at 4% or $51,316 at 6%.
Wilkes & Associates, Pa 401(K) Plan-194$14,645,214$1,397,853$7,205iApproximate average salary by contribution assumption: employee only about $180,136 at 4% or $120,090 at 6%; with 50% employer match about $120,090 at 4% or $80,060 at 6%; with 100% employer match about $90,068 at 4% or $60,045 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-227---
20142279$14,251,770$1,309,323$4,693iApproximate average salary by contribution assumption: employee only about $117,323 at 4% or $78,215 at 6%; with 50% employer match about $78,215 at 4% or $52,143 at 6%; with 100% employer match about $58,661 at 4% or $39,108 at 6%.
Wilkes & Associates, Pa 401(K) Plan-189$14,251,770$1,309,323$6,928iApproximate average salary by contribution assumption: employee only about $173,191 at 4% or $115,461 at 6%; with 50% employer match about $115,461 at 4% or $76,974 at 6%; with 100% employer match about $86,595 at 4% or $57,730 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-279---
20132372$13,129,407$1,279,490$3,439iApproximate average salary by contribution assumption: employee only about $85,987 at 4% or $57,325 at 6%; with 50% employer match about $57,325 at 4% or $38,217 at 6%; with 100% employer match about $42,994 at 4% or $28,662 at 6%.
Wilkes & Associates, Pa 401(K) Plan-176$13,129,407$1,279,490$7,270iApproximate average salary by contribution assumption: employee only about $181,746 at 4% or $121,164 at 6%; with 50% employer match about $121,164 at 4% or $80,776 at 6%; with 100% employer match about $90,873 at 4% or $60,582 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-372---
20122385$11,174,152$1,565,182$4,065iApproximate average salary by contribution assumption: employee only about $101,635 at 4% or $67,757 at 6%; with 50% employer match about $67,757 at 4% or $45,171 at 6%; with 100% employer match about $50,818 at 4% or $33,878 at 6%.
Wilkes & Associates, Pa 401(K) Plan-201$11,174,152$1,565,182$7,787iApproximate average salary by contribution assumption: employee only about $194,674 at 4% or $129,783 at 6%; with 50% employer match about $129,783 at 4% or $86,522 at 6%; with 100% employer match about $97,337 at 4% or $64,891 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-385---
20112304$9,401,622$1,314,682$4,325iApproximate average salary by contribution assumption: employee only about $108,115 at 4% or $72,077 at 6%; with 50% employer match about $72,077 at 4% or $48,051 at 6%; with 100% employer match about $54,058 at 4% or $36,038 at 6%.
Wilkes & Associates, Pa 401(K) Plan-202$9,401,622$1,314,682$6,508iApproximate average salary by contribution assumption: employee only about $162,708 at 4% or $108,472 at 6%; with 50% employer match about $108,472 at 4% or $72,315 at 6%; with 100% employer match about $81,354 at 4% or $54,236 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-304---
20102215$9,342,135$1,220,898$5,679iApproximate average salary by contribution assumption: employee only about $141,965 at 4% or $94,643 at 6%; with 50% employer match about $94,643 at 4% or $63,096 at 6%; with 100% employer match about $70,982 at 4% or $47,322 at 6%.
Wilkes & Associates, Pa 401(K) Plan-179$9,342,135$1,220,898$6,821iApproximate average salary by contribution assumption: employee only about $170,516 at 4% or $113,678 at 6%; with 50% employer match about $113,678 at 4% or $75,785 at 6%; with 100% employer match about $85,258 at 4% or $56,839 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-215---
20092204$8,608,598$1,266,488$6,208iApproximate average salary by contribution assumption: employee only about $155,207 at 4% or $103,471 at 6%; with 50% employer match about $103,471 at 4% or $68,981 at 6%; with 100% employer match about $77,603 at 4% or $51,736 at 6%.
Wilkes & Associates, Pa 401(K) Plan-195$8,608,598$1,266,488$6,495iApproximate average salary by contribution assumption: employee only about $162,370 at 4% or $108,247 at 6%; with 50% employer match about $108,247 at 4% or $72,165 at 6%; with 100% employer match about $81,185 at 4% or $54,123 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-204---
20082218$6,250,896$1,379,323$6,327iApproximate average salary by contribution assumption: employee only about $158,179 at 4% or $105,453 at 6%; with 50% employer match about $105,453 at 4% or $70,302 at 6%; with 100% employer match about $79,090 at 4% or $52,726 at 6%.
Wilkes & Associates, Pa 401(K) Plan-197$6,250,896$1,379,323$7,002iApproximate average salary by contribution assumption: employee only about $175,041 at 4% or $116,694 at 6%; with 50% employer match about $116,694 at 4% or $77,796 at 6%; with 100% employer match about $87,520 at 4% or $58,347 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-218---
20072244$8,347,333$1,181,335$4,842iApproximate average salary by contribution assumption: employee only about $121,038 at 4% or $80,692 at 6%; with 50% employer match about $80,692 at 4% or $53,795 at 6%; with 100% employer match about $60,519 at 4% or $40,346 at 6%.
Wilkes & Associates, Pa 401(K) Plan-191$8,347,333$1,181,335$6,185iApproximate average salary by contribution assumption: employee only about $154,625 at 4% or $103,083 at 6%; with 50% employer match about $103,083 at 4% or $68,722 at 6%; with 100% employer match about $77,313 at 4% or $51,542 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-244---
20062249$7,407,136$1,050,626$4,219iApproximate average salary by contribution assumption: employee only about $105,485 at 4% or $70,323 at 6%; with 50% employer match about $70,323 at 4% or $46,882 at 6%; with 100% employer match about $52,742 at 4% or $35,162 at 6%.
Wilkes & Associates, Pa 401(K) Plan-167$7,407,136$1,050,626$6,291iApproximate average salary by contribution assumption: employee only about $157,279 at 4% or $104,853 at 6%; with 50% employer match about $104,853 at 4% or $69,902 at 6%; with 100% employer match about $78,640 at 4% or $52,426 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-249---
20052266$6,664,933$1,213,987$4,564iApproximate average salary by contribution assumption: employee only about $114,097 at 4% or $76,064 at 6%; with 50% employer match about $76,064 at 4% or $50,710 at 6%; with 100% employer match about $57,048 at 4% or $38,032 at 6%.
Wilkes & Associates, Pa 401(K) Plan-169$6,664,933$1,213,987$7,183iApproximate average salary by contribution assumption: employee only about $179,584 at 4% or $119,723 at 6%; with 50% employer match about $119,723 at 4% or $79,815 at 6%; with 100% employer match about $89,792 at 4% or $59,861 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-266---
20042297$5,608,636$1,200,567$4,042iApproximate average salary by contribution assumption: employee only about $101,058 at 4% or $67,372 at 6%; with 50% employer match about $67,372 at 4% or $44,915 at 6%; with 100% employer match about $50,529 at 4% or $33,686 at 6%.
Wilkes & Associates, Pa 401(K) Plan-207$5,608,636$1,200,567$5,800iApproximate average salary by contribution assumption: employee only about $144,996 at 4% or $96,664 at 6%; with 50% employer match about $96,664 at 4% or $64,443 at 6%; with 100% employer match about $72,498 at 4% or $48,332 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-297---
20032290$4,128,676$1,097,756$3,785iApproximate average salary by contribution assumption: employee only about $94,634 at 4% or $63,089 at 6%; with 50% employer match about $63,089 at 4% or $42,060 at 6%; with 100% employer match about $47,317 at 4% or $31,545 at 6%.
Wilkes & Associates, Pa 401(K) Plan-159$4,128,676$1,097,756$6,904iApproximate average salary by contribution assumption: employee only about $172,603 at 4% or $115,069 at 6%; with 50% employer match about $115,069 at 4% or $76,713 at 6%; with 100% employer match about $86,302 at 4% or $57,534 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-290---
20022247$2,437,267$896,901$3,631iApproximate average salary by contribution assumption: employee only about $90,779 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,346 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%.
Wilkes & Associates, Pa 401(K) Plan-146$2,437,267$896,901$6,143iApproximate average salary by contribution assumption: employee only about $153,579 at 4% or $102,386 at 6%; with 50% employer match about $102,386 at 4% or $68,257 at 6%; with 100% employer match about $76,789 at 4% or $51,193 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-247---
20012241$2,088,247$621,364$2,578iApproximate average salary by contribution assumption: employee only about $64,457 at 4% or $42,971 at 6%; with 50% employer match about $42,971 at 4% or $28,647 at 6%; with 100% employer match about $32,228 at 4% or $21,486 at 6%.
Wilkes & Associates, Pa 401(K) Plan-109$2,088,247$621,364$5,701iApproximate average salary by contribution assumption: employee only about $142,515 at 4% or $95,010 at 6%; with 50% employer match about $95,010 at 4% or $63,340 at 6%; with 100% employer match about $71,257 at 4% or $47,505 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-241---
20002174$1,519,706$413,106$2,374iApproximate average salary by contribution assumption: employee only about $59,354 at 4% or $39,570 at 6%; with 50% employer match about $39,570 at 4% or $26,380 at 6%; with 100% employer match about $29,677 at 4% or $19,785 at 6%.
Wilkes & Associates, Pa 401(K) Plan-81$1,519,706$413,106$5,100iApproximate average salary by contribution assumption: employee only about $127,502 at 4% or $85,001 at 6%; with 50% employer match about $85,001 at 4% or $56,667 at 6%; with 100% employer match about $63,751 at 4% or $42,501 at 6%.
Wilkes & Mchugh, Pa Employee Welfare Plan-174---
1999155$1,093,109$220,051$4,001iApproximate average salary by contribution assumption: employee only about $100,023 at 4% or $66,682 at 6%; with 50% employer match about $66,682 at 4% or $44,455 at 6%; with 100% employer match about $50,012 at 4% or $33,341 at 6%.
Wilkes & Associates, Pa 401(K) Plan-55$1,093,109$220,051$4,001iApproximate average salary by contribution assumption: employee only about $100,023 at 4% or $66,682 at 6%; with 50% employer match about $66,682 at 4% or $44,455 at 6%; with 100% employer match about $50,012 at 4% or $33,341 at 6%.