Civic Intelligence

Hanna, Lemar & Morris, CPA'S, P.A.

Plan context: Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan

EIN 59-3468220 • Tampa, FL • 31 filings • 7 plans

6508 East Fowler AvenueTampa, FL 33617
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,483,050

2024 Contributions

$111,095

Historical Graphs

Total Assets Over Time

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

$2,483,050$1,241,525$0199920142024YearValue
$2,483,050Latest year 2024

Participants Over Time

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

1790199920122024YearValue
13Latest 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
2024113$2,483,050$111,095$8,546iApproximate average salary by contribution assumption: employee only about $213,644 at 4% or $142,429 at 6%; with 50% employer match about $142,429 at 4% or $94,953 at 6%; with 100% employer match about $106,822 at 4% or $71,215 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-13$2,483,050$111,095$8,546iApproximate average salary by contribution assumption: employee only about $213,644 at 4% or $142,429 at 6%; with 50% employer match about $142,429 at 4% or $94,953 at 6%; with 100% employer match about $106,822 at 4% or $71,215 at 6%.
2023112$2,263,755$105,571$8,798iApproximate average salary by contribution assumption: employee only about $219,940 at 4% or $146,626 at 6%; with 50% employer match about $146,626 at 4% or $97,751 at 6%; with 100% employer match about $109,970 at 4% or $73,313 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$2,263,755$105,571$8,798iApproximate average salary by contribution assumption: employee only about $219,940 at 4% or $146,626 at 6%; with 50% employer match about $146,626 at 4% or $97,751 at 6%; with 100% employer match about $109,970 at 4% or $73,313 at 6%.
2022112$2,013,096$97,526$8,127iApproximate average salary by contribution assumption: employee only about $203,179 at 4% or $135,453 at 6%; with 50% employer match about $135,453 at 4% or $90,302 at 6%; with 100% employer match about $101,590 at 4% or $67,726 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$2,013,096$97,526$8,127iApproximate average salary by contribution assumption: employee only about $203,179 at 4% or $135,453 at 6%; with 50% employer match about $135,453 at 4% or $90,302 at 6%; with 100% employer match about $101,590 at 4% or $67,726 at 6%.
2021110$2,196,182$92,594$9,259iApproximate average salary by contribution assumption: employee only about $231,485 at 4% or $154,323 at 6%; with 50% employer match about $154,323 at 4% or $102,882 at 6%; with 100% employer match about $115,743 at 4% or $77,162 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-10$2,196,182$92,594$9,259iApproximate average salary by contribution assumption: employee only about $231,485 at 4% or $154,323 at 6%; with 50% employer match about $154,323 at 4% or $102,882 at 6%; with 100% employer match about $115,743 at 4% or $77,162 at 6%.
2020112$2,363,659$92,370$7,698iApproximate average salary by contribution assumption: employee only about $192,438 at 4% or $128,292 at 6%; with 50% employer match about $128,292 at 4% or $85,528 at 6%; with 100% employer match about $96,219 at 4% or $64,146 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$2,363,659$92,370$7,698iApproximate average salary by contribution assumption: employee only about $192,438 at 4% or $128,292 at 6%; with 50% employer match about $128,292 at 4% or $85,528 at 6%; with 100% employer match about $96,219 at 4% or $64,146 at 6%.
2019112$2,171,605$82,883$6,907iApproximate average salary by contribution assumption: employee only about $172,673 at 4% or $115,115 at 6%; with 50% employer match about $115,115 at 4% or $76,744 at 6%; with 100% employer match about $86,336 at 4% or $57,558 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$2,171,605$82,883$6,907iApproximate average salary by contribution assumption: employee only about $172,673 at 4% or $115,115 at 6%; with 50% employer match about $115,115 at 4% or $76,744 at 6%; with 100% employer match about $86,336 at 4% or $57,558 at 6%.
2018111$1,817,423$88,658$8,060iApproximate average salary by contribution assumption: employee only about $201,495 at 4% or $134,330 at 6%; with 50% employer match about $134,330 at 4% or $89,554 at 6%; with 100% employer match about $100,748 at 4% or $67,165 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-11$1,817,423$88,658$8,060iApproximate average salary by contribution assumption: employee only about $201,495 at 4% or $134,330 at 6%; with 50% employer match about $134,330 at 4% or $89,554 at 6%; with 100% employer match about $100,748 at 4% or $67,165 at 6%.
2017111$1,865,047$102,344$9,304iApproximate average salary by contribution assumption: employee only about $232,600 at 4% or $155,067 at 6%; with 50% employer match about $155,067 at 4% or $103,378 at 6%; with 100% employer match about $116,300 at 4% or $77,533 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-11$1,865,047$102,344$9,304iApproximate average salary by contribution assumption: employee only about $232,600 at 4% or $155,067 at 6%; with 50% employer match about $155,067 at 4% or $103,378 at 6%; with 100% employer match about $116,300 at 4% or $77,533 at 6%.
2016112$1,539,520$101,322$8,444iApproximate average salary by contribution assumption: employee only about $211,088 at 4% or $140,725 at 6%; with 50% employer match about $140,725 at 4% or $93,817 at 6%; with 100% employer match about $105,544 at 4% or $70,363 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$1,539,520$101,322$8,444iApproximate average salary by contribution assumption: employee only about $211,088 at 4% or $140,725 at 6%; with 50% employer match about $140,725 at 4% or $93,817 at 6%; with 100% employer match about $105,544 at 4% or $70,363 at 6%.
2015112$1,368,217$92,046$7,671iApproximate average salary by contribution assumption: employee only about $191,763 at 4% or $127,842 at 6%; with 50% employer match about $127,842 at 4% or $85,228 at 6%; with 100% employer match about $95,881 at 4% or $63,921 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$1,368,217$92,046$7,671iApproximate average salary by contribution assumption: employee only about $191,763 at 4% or $127,842 at 6%; with 50% employer match about $127,842 at 4% or $85,228 at 6%; with 100% employer match about $95,881 at 4% or $63,921 at 6%.
2014113$1,340,346$35,176$2,706iApproximate average salary by contribution assumption: employee only about $67,646 at 4% or $45,097 at 6%; with 50% employer match about $45,097 at 4% or $30,065 at 6%; with 100% employer match about $33,823 at 4% or $22,549 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-13$1,340,346$35,176$2,706iApproximate average salary by contribution assumption: employee only about $67,646 at 4% or $45,097 at 6%; with 50% employer match about $45,097 at 4% or $30,065 at 6%; with 100% employer match about $33,823 at 4% or $22,549 at 6%.
2013114$1,270,619$36,014$2,572iApproximate average salary by contribution assumption: employee only about $64,311 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-14$1,270,619$36,014$2,572iApproximate average salary by contribution assumption: employee only about $64,311 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%.
2012115$1,075,043$38,968$2,598iApproximate average salary by contribution assumption: employee only about $64,947 at 4% or $43,298 at 6%; with 50% employer match about $43,298 at 4% or $28,865 at 6%; with 100% employer match about $32,473 at 4% or $21,649 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-15$1,075,043$38,968$2,598iApproximate average salary by contribution assumption: employee only about $64,947 at 4% or $43,298 at 6%; with 50% employer match about $43,298 at 4% or $28,865 at 6%; with 100% employer match about $32,473 at 4% or $21,649 at 6%.
2011114$945,219$25,846$1,846iApproximate average salary by contribution assumption: employee only about $46,154 at 4% or $30,769 at 6%; with 50% employer match about $30,769 at 4% or $20,513 at 6%; with 100% employer match about $23,077 at 4% or $15,385 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-14$945,219$25,846$1,846iApproximate average salary by contribution assumption: employee only about $46,154 at 4% or $30,769 at 6%; with 50% employer match about $30,769 at 4% or $20,513 at 6%; with 100% employer match about $23,077 at 4% or $15,385 at 6%.
2010115$933,395$26,342$1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,269 at 6%; with 50% employer match about $29,269 at 4% or $19,513 at 6%; with 100% employer match about $21,952 at 4% or $14,634 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-15$933,395$26,342$1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,269 at 6%; with 50% employer match about $29,269 at 4% or $19,513 at 6%; with 100% employer match about $21,952 at 4% or $14,634 at 6%.
2009117$826,927$66,377$3,905iApproximate average salary by contribution assumption: employee only about $97,613 at 4% or $65,075 at 6%; with 50% employer match about $65,075 at 4% or $43,384 at 6%; with 100% employer match about $48,807 at 4% or $32,538 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-17$826,927$66,377$3,905iApproximate average salary by contribution assumption: employee only about $97,613 at 4% or $65,075 at 6%; with 50% employer match about $65,075 at 4% or $43,384 at 6%; with 100% employer match about $48,807 at 4% or $32,538 at 6%.
2008113$0$0-
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-13---
2007114$0$0-
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-14---
2006116$599,287$85,982$5,374iApproximate average salary by contribution assumption: employee only about $134,347 at 4% or $89,565 at 6%; with 50% employer match about $89,565 at 4% or $59,710 at 6%; with 100% employer match about $67,173 at 4% or $44,782 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-16$599,287$85,982$5,374iApproximate average salary by contribution assumption: employee only about $134,347 at 4% or $89,565 at 6%; with 50% employer match about $89,565 at 4% or $59,710 at 6%; with 100% employer match about $67,173 at 4% or $44,782 at 6%.
2005113$471,337$80,373$6,183iApproximate average salary by contribution assumption: employee only about $154,563 at 4% or $103,042 at 6%; with 50% employer match about $103,042 at 4% or $68,695 at 6%; with 100% employer match about $77,282 at 4% or $51,521 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-13$471,337$80,373$6,183iApproximate average salary by contribution assumption: employee only about $154,563 at 4% or $103,042 at 6%; with 50% employer match about $103,042 at 4% or $68,695 at 6%; with 100% employer match about $77,282 at 4% or $51,521 at 6%.
2004112$388,078$61,183$5,099iApproximate average salary by contribution assumption: employee only about $127,465 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$388,078$61,183$5,099iApproximate average salary by contribution assumption: employee only about $127,465 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
2003212$287,739$51,691$4,308iApproximate average salary by contribution assumption: employee only about $107,690 at 4% or $71,793 at 6%; with 50% employer match about $71,793 at 4% or $47,862 at 6%; with 100% employer match about $53,845 at 4% or $35,897 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-12$287,739$51,691$4,308iApproximate average salary by contribution assumption: employee only about $107,690 at 4% or $71,793 at 6%; with 50% employer match about $71,793 at 4% or $47,862 at 6%; with 100% employer match about $53,845 at 4% or $35,897 at 6%.
Hanna, Lemar & Morris, Cpas, Pa Profit Sharing Plan-0---
2002210$187,052$59,539$5,954iApproximate average salary by contribution assumption: employee only about $148,848 at 4% or $99,232 at 6%; with 50% employer match about $99,232 at 4% or $66,154 at 6%; with 100% employer match about $74,424 at 4% or $49,616 at 6%.
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-10$185,267$59,539$5,954iApproximate average salary by contribution assumption: employee only about $148,848 at 4% or $99,232 at 6%; with 50% employer match about $99,232 at 4% or $66,154 at 6%; with 100% employer match about $74,424 at 4% or $49,616 at 6%.
Hanna, Lemar & Morris, Cpas, Pa Profit Sharing Plan-4$1,785--
2001210$0$0-
Hanna, Lemar & Morris, Cpas, Pa Profit Sharing Plan-4---
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-10---
200028$0$0-
Hanna, Lemar & Morris, Cpas, Pa Profit Sharing Plan-4---
Hanna, Lemar & Morris, CPA'S, P. a. 401(K) Plan-8---
199927$176,342$145,302$20,757iApproximate average salary by contribution assumption: employee only about $518,936 at 4% or $345,957 at 6%; with 50% employer match about $345,957 at 4% or $230,638 at 6%; with 100% employer match about $259,468 at 4% or $172,979 at 6%.
Hanna, Lemar & Morris, Cpas, Pa 401K Plan-7$171,287$145,302$20,757iApproximate average salary by contribution assumption: employee only about $518,936 at 4% or $345,957 at 6%; with 50% employer match about $345,957 at 4% or $230,638 at 6%; with 100% employer match about $259,468 at 4% or $172,979 at 6%.
Hanna, Lemar & Morris, Cpas, Pa Profit Sharing Plan-4$5,055--