Estes, Ingram, Foels & Gibbs, P.A.
Plan context: 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A.
EIN 59-3407579 • Maitland, FL • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$9,973,281
2024 Contributions
$327,704
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 | 42 | $9,973,281 | $327,704 | $7,802iApproximate average salary by contribution assumption: employee only about $195,062 at 4% or $130,041 at 6%; with 50% employer match about $130,041 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 42 | $9,973,281 | $327,704 | $7,802iApproximate average salary by contribution assumption: employee only about $195,062 at 4% or $130,041 at 6%; with 50% employer match about $130,041 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%. |
| 2023 | 1 | 44 | $8,444,806 | $314,790 | $7,154iApproximate average salary by contribution assumption: employee only about $178,858 at 4% or $119,239 at 6%; with 50% employer match about $119,239 at 4% or $79,492 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 44 | $8,444,806 | $314,790 | $7,154iApproximate average salary by contribution assumption: employee only about $178,858 at 4% or $119,239 at 6%; with 50% employer match about $119,239 at 4% or $79,492 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%. |
| 2022 | 1 | 44 | $6,985,521 | $316,075 | $7,184iApproximate average salary by contribution assumption: employee only about $179,588 at 4% or $119,725 at 6%; with 50% employer match about $119,725 at 4% or $79,817 at 6%; with 100% employer match about $89,794 at 4% or $59,863 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 44 | $6,985,521 | $316,075 | $7,184iApproximate average salary by contribution assumption: employee only about $179,588 at 4% or $119,725 at 6%; with 50% employer match about $119,725 at 4% or $79,817 at 6%; with 100% employer match about $89,794 at 4% or $59,863 at 6%. |
| 2021 | 1 | 39 | $8,172,790 | $321,663 | $8,248iApproximate average salary by contribution assumption: employee only about $206,194 at 4% or $137,463 at 6%; with 50% employer match about $137,463 at 4% or $91,642 at 6%; with 100% employer match about $103,097 at 4% or $68,731 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 39 | $8,172,790 | $321,663 | $8,248iApproximate average salary by contribution assumption: employee only about $206,194 at 4% or $137,463 at 6%; with 50% employer match about $137,463 at 4% or $91,642 at 6%; with 100% employer match about $103,097 at 4% or $68,731 at 6%. |
| 2020 | 1 | 37 | $6,935,165 | $292,115 | $7,895iApproximate average salary by contribution assumption: employee only about $197,375 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,688 at 4% or $65,792 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 37 | $6,935,165 | $292,115 | $7,895iApproximate average salary by contribution assumption: employee only about $197,375 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,688 at 4% or $65,792 at 6%. |
| 2019 | 1 | 37 | $5,589,918 | $267,823 | $7,238iApproximate average salary by contribution assumption: employee only about $180,961 at 4% or $120,641 at 6%; with 50% employer match about $120,641 at 4% or $80,427 at 6%; with 100% employer match about $90,481 at 4% or $60,320 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 37 | $5,589,918 | $267,823 | $7,238iApproximate average salary by contribution assumption: employee only about $180,961 at 4% or $120,641 at 6%; with 50% employer match about $120,641 at 4% or $80,427 at 6%; with 100% employer match about $90,481 at 4% or $60,320 at 6%. |
| 2018 | 1 | 31 | $4,282,713 | $237,610 | $7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,810 at 4% or $63,874 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $4,282,713 | $237,610 | $7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,810 at 4% or $63,874 at 6%. |
| 2017 | 1 | 33 | $4,596,516 | $223,406 | $6,770iApproximate average salary by contribution assumption: employee only about $169,247 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,221 at 6%; with 100% employer match about $84,623 at 4% or $56,416 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 33 | $4,596,516 | $223,406 | $6,770iApproximate average salary by contribution assumption: employee only about $169,247 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,221 at 6%; with 100% employer match about $84,623 at 4% or $56,416 at 6%. |
| 2016 | 1 | 30 | $3,671,473 | $206,373 | $6,879iApproximate average salary by contribution assumption: employee only about $171,978 at 4% or $114,652 at 6%; with 50% employer match about $114,652 at 4% or $76,434 at 6%; with 100% employer match about $85,989 at 4% or $57,326 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 30 | $3,671,473 | $206,373 | $6,879iApproximate average salary by contribution assumption: employee only about $171,978 at 4% or $114,652 at 6%; with 50% employer match about $114,652 at 4% or $76,434 at 6%; with 100% employer match about $85,989 at 4% or $57,326 at 6%. |
| 2015 | 1 | 30 | $3,445,102 | $167,210 | $5,574iApproximate average salary by contribution assumption: employee only about $139,342 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,930 at 6%; with 100% employer match about $69,671 at 4% or $46,447 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 30 | $3,445,102 | $167,210 | $5,574iApproximate average salary by contribution assumption: employee only about $139,342 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,930 at 6%; with 100% employer match about $69,671 at 4% or $46,447 at 6%. |
| 2014 | 1 | 30 | $3,545,381 | $163,800 | $5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 30 | $3,545,381 | $163,800 | $5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%. |
| 2013 | 1 | 31 | $3,197,010 | $177,282 | $5,719iApproximate average salary by contribution assumption: employee only about $142,969 at 4% or $95,313 at 6%; with 50% employer match about $95,313 at 4% or $63,542 at 6%; with 100% employer match about $71,485 at 4% or $47,656 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $3,197,010 | $177,282 | $5,719iApproximate average salary by contribution assumption: employee only about $142,969 at 4% or $95,313 at 6%; with 50% employer match about $95,313 at 4% or $63,542 at 6%; with 100% employer match about $71,485 at 4% or $47,656 at 6%. |
| 2012 | 1 | 29 | $2,536,599 | $107,434 | $3,705iApproximate average salary by contribution assumption: employee only about $92,616 at 4% or $61,744 at 6%; with 50% employer match about $61,744 at 4% or $41,162 at 6%; with 100% employer match about $46,308 at 4% or $30,872 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 29 | $2,536,599 | $107,434 | $3,705iApproximate average salary by contribution assumption: employee only about $92,616 at 4% or $61,744 at 6%; with 50% employer match about $61,744 at 4% or $41,162 at 6%; with 100% employer match about $46,308 at 4% or $30,872 at 6%. |
| 2011 | 1 | 30 | $2,526,573 | $149,297 | $4,977iApproximate average salary by contribution assumption: employee only about $124,414 at 4% or $82,943 at 6%; with 50% employer match about $82,943 at 4% or $55,295 at 6%; with 100% employer match about $62,207 at 4% or $41,471 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 30 | $2,526,573 | $149,297 | $4,977iApproximate average salary by contribution assumption: employee only about $124,414 at 4% or $82,943 at 6%; with 50% employer match about $82,943 at 4% or $55,295 at 6%; with 100% employer match about $62,207 at 4% or $41,471 at 6%. |
| 2010 | 1 | 31 | $2,432,157 | $132,445 | $4,272iApproximate average salary by contribution assumption: employee only about $106,810 at 4% or $71,207 at 6%; with 50% employer match about $71,207 at 4% or $47,471 at 6%; with 100% employer match about $53,405 at 4% or $35,603 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $2,432,157 | $132,445 | $4,272iApproximate average salary by contribution assumption: employee only about $106,810 at 4% or $71,207 at 6%; with 50% employer match about $71,207 at 4% or $47,471 at 6%; with 100% employer match about $53,405 at 4% or $35,603 at 6%. |
| 2009 | 1 | 31 | $2,196,774 | $122,387 | $3,948iApproximate average salary by contribution assumption: employee only about $98,699 at 4% or $65,799 at 6%; with 50% employer match about $65,799 at 4% or $43,866 at 6%; with 100% employer match about $49,350 at 4% or $32,900 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $2,196,774 | $122,387 | $3,948iApproximate average salary by contribution assumption: employee only about $98,699 at 4% or $65,799 at 6%; with 50% employer match about $65,799 at 4% or $43,866 at 6%; with 100% employer match about $49,350 at 4% or $32,900 at 6%. |
| 2008 | 1 | 20 | $1,720,802 | $151,859 | $7,593iApproximate average salary by contribution assumption: employee only about $189,824 at 4% or $126,549 at 6%; with 50% employer match about $126,549 at 4% or $84,366 at 6%; with 100% employer match about $94,912 at 4% or $63,275 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 20 | $1,720,802 | $151,859 | $7,593iApproximate average salary by contribution assumption: employee only about $189,824 at 4% or $126,549 at 6%; with 50% employer match about $126,549 at 4% or $84,366 at 6%; with 100% employer match about $94,912 at 4% or $63,275 at 6%. |
| 2007 | 1 | 19 | $2,244,492 | $162,544 | $8,555iApproximate average salary by contribution assumption: employee only about $213,874 at 4% or $142,582 at 6%; with 50% employer match about $142,582 at 4% or $95,055 at 6%; with 100% employer match about $106,937 at 4% or $71,291 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 19 | $2,244,492 | $162,544 | $8,555iApproximate average salary by contribution assumption: employee only about $213,874 at 4% or $142,582 at 6%; with 50% employer match about $142,582 at 4% or $95,055 at 6%; with 100% employer match about $106,937 at 4% or $71,291 at 6%. |
| 2006 | 1 | 21 | $2,158,265 | $207,719 | $9,891iApproximate average salary by contribution assumption: employee only about $247,285 at 4% or $164,856 at 6%; with 50% employer match about $164,856 at 4% or $109,904 at 6%; with 100% employer match about $123,642 at 4% or $82,428 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 21 | $2,158,265 | $207,719 | $9,891iApproximate average salary by contribution assumption: employee only about $247,285 at 4% or $164,856 at 6%; with 50% employer match about $164,856 at 4% or $109,904 at 6%; with 100% employer match about $123,642 at 4% or $82,428 at 6%. |
| 2005 | 1 | 28 | $2,699,966 | $221,263 | $7,902iApproximate average salary by contribution assumption: employee only about $197,556 at 4% or $131,704 at 6%; with 50% employer match about $131,704 at 4% or $87,803 at 6%; with 100% employer match about $98,778 at 4% or $65,852 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 28 | $2,699,966 | $221,263 | $7,902iApproximate average salary by contribution assumption: employee only about $197,556 at 4% or $131,704 at 6%; with 50% employer match about $131,704 at 4% or $87,803 at 6%; with 100% employer match about $98,778 at 4% or $65,852 at 6%. |
| 2004 | 1 | 31 | $2,366,555 | $243,155 | $7,844iApproximate average salary by contribution assumption: employee only about $196,093 at 4% or $130,728 at 6%; with 50% employer match about $130,728 at 4% or $87,152 at 6%; with 100% employer match about $98,046 at 4% or $65,364 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $2,366,555 | $243,155 | $7,844iApproximate average salary by contribution assumption: employee only about $196,093 at 4% or $130,728 at 6%; with 50% employer match about $130,728 at 4% or $87,152 at 6%; with 100% employer match about $98,046 at 4% or $65,364 at 6%. |
| 2003 | 1 | 30 | $1,981,233 | $209,184 | $6,973iApproximate average salary by contribution assumption: employee only about $174,320 at 4% or $116,213 at 6%; with 50% employer match about $116,213 at 4% or $77,476 at 6%; with 100% employer match about $87,160 at 4% or $58,107 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 30 | $1,981,233 | $209,184 | $6,973iApproximate average salary by contribution assumption: employee only about $174,320 at 4% or $116,213 at 6%; with 50% employer match about $116,213 at 4% or $77,476 at 6%; with 100% employer match about $87,160 at 4% or $58,107 at 6%. |
| 2002 | 1 | 33 | $1,513,826 | $298,097 | $9,033iApproximate average salary by contribution assumption: employee only about $225,831 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,916 at 4% or $75,277 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 33 | $1,513,826 | $298,097 | $9,033iApproximate average salary by contribution assumption: employee only about $225,831 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,916 at 4% or $75,277 at 6%. |
| 2001 | 1 | 31 | $1,407,090 | $229,457 | $7,402iApproximate average salary by contribution assumption: employee only about $185,046 at 4% or $123,364 at 6%; with 50% employer match about $123,364 at 4% or $82,243 at 6%; with 100% employer match about $92,523 at 4% or $61,682 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 31 | $1,407,090 | $229,457 | $7,402iApproximate average salary by contribution assumption: employee only about $185,046 at 4% or $123,364 at 6%; with 50% employer match about $123,364 at 4% or $82,243 at 6%; with 100% employer match about $92,523 at 4% or $61,682 at 6%. |
| 2000 | 1 | 26 | $1,335,759 | $203,883 | $7,842iApproximate average salary by contribution assumption: employee only about $196,041 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,129 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 26 | $1,335,759 | $203,883 | $7,842iApproximate average salary by contribution assumption: employee only about $196,041 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,129 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%. |
| 1999 | 1 | 24 | $1,229,548 | $43,177 | $1,799iApproximate average salary by contribution assumption: employee only about $44,976 at 4% or $29,984 at 6%; with 50% employer match about $29,984 at 4% or $19,989 at 6%; with 100% employer match about $22,488 at 4% or $14,992 at 6%. |
| 401(K)/Profit Sharing Plan and Trust for Employees of Estes, Ingram, Foels & Gibbs, P.A. | - | 24 | $1,229,548 | $43,177 | $1,799iApproximate average salary by contribution assumption: employee only about $44,976 at 4% or $29,984 at 6%; with 50% employer match about $29,984 at 4% or $19,989 at 6%; with 100% employer match about $22,488 at 4% or $14,992 at 6%. |