Civic Intelligence

Josepher & Batteese, P.A.

Plan context: Josepher & Batteese, P.A. 401K Plan

EIN 59-3502197 • Tampa, FL • 23 filings • 1 plans

500 N. Westshore Blvd Suite 630Tampa, FL 33609
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$635,002

2022 Contributions

$41,703

Historical Graphs

Total Assets Over Time

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

$761,792$380,896$0199920122022YearValue
$635,002Latest year 2022

Participants Over Time

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

1470199920112022YearValue
11Latest year 2022

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
2022111$635,002$41,703$3,791iApproximate average salary by contribution assumption: employee only about $94,780 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,390 at 4% or $31,593 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$635,002$41,703$3,791iApproximate average salary by contribution assumption: employee only about $94,780 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,390 at 4% or $31,593 at 6%.
202119$761,792$32,956$3,662iApproximate average salary by contribution assumption: employee only about $91,544 at 4% or $61,030 at 6%; with 50% employer match about $61,030 at 4% or $40,686 at 6%; with 100% employer match about $45,772 at 4% or $30,515 at 6%.
Josepher & Batteese, P.A. 401K Plan-9$761,792$32,956$3,662iApproximate average salary by contribution assumption: employee only about $91,544 at 4% or $61,030 at 6%; with 50% employer match about $61,030 at 4% or $40,686 at 6%; with 100% employer match about $45,772 at 4% or $30,515 at 6%.
202019$733,214$65,780$7,309iApproximate average salary by contribution assumption: employee only about $182,722 at 4% or $121,815 at 6%; with 50% employer match about $121,815 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.
Josepher & Batteese, P.A. 401K Plan-9$733,214$65,780$7,309iApproximate average salary by contribution assumption: employee only about $182,722 at 4% or $121,815 at 6%; with 50% employer match about $121,815 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.
2019112$639,614$80,458$6,705iApproximate average salary by contribution assumption: employee only about $167,621 at 4% or $111,747 at 6%; with 50% employer match about $111,747 at 4% or $74,498 at 6%; with 100% employer match about $83,810 at 4% or $55,874 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$639,614$80,458$6,705iApproximate average salary by contribution assumption: employee only about $167,621 at 4% or $111,747 at 6%; with 50% employer match about $111,747 at 4% or $74,498 at 6%; with 100% employer match about $83,810 at 4% or $55,874 at 6%.
2018112$453,287$63,776$5,315iApproximate average salary by contribution assumption: employee only about $132,867 at 4% or $88,578 at 6%; with 50% employer match about $88,578 at 4% or $59,052 at 6%; with 100% employer match about $66,433 at 4% or $44,289 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$453,287$63,776$5,315iApproximate average salary by contribution assumption: employee only about $132,867 at 4% or $88,578 at 6%; with 50% employer match about $88,578 at 4% or $59,052 at 6%; with 100% employer match about $66,433 at 4% or $44,289 at 6%.
2017112$443,442$37,368$3,114iApproximate average salary by contribution assumption: employee only about $77,850 at 4% or $51,900 at 6%; with 50% employer match about $51,900 at 4% or $34,600 at 6%; with 100% employer match about $38,925 at 4% or $25,950 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$443,442$37,368$3,114iApproximate average salary by contribution assumption: employee only about $77,850 at 4% or $51,900 at 6%; with 50% employer match about $51,900 at 4% or $34,600 at 6%; with 100% employer match about $38,925 at 4% or $25,950 at 6%.
2016112$362,789$36,500$3,042iApproximate average salary by contribution assumption: employee only about $76,042 at 4% or $50,694 at 6%; with 50% employer match about $50,694 at 4% or $33,796 at 6%; with 100% employer match about $38,021 at 4% or $25,347 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$362,789$36,500$3,042iApproximate average salary by contribution assumption: employee only about $76,042 at 4% or $50,694 at 6%; with 50% employer match about $50,694 at 4% or $33,796 at 6%; with 100% employer match about $38,021 at 4% or $25,347 at 6%.
2015111$301,877$36,284$3,299iApproximate average salary by contribution assumption: employee only about $82,464 at 4% or $54,976 at 6%; with 50% employer match about $54,976 at 4% or $36,651 at 6%; with 100% employer match about $41,232 at 4% or $27,488 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$301,877$36,284$3,299iApproximate average salary by contribution assumption: employee only about $82,464 at 4% or $54,976 at 6%; with 50% employer match about $54,976 at 4% or $36,651 at 6%; with 100% employer match about $41,232 at 4% or $27,488 at 6%.
2014112$339,458$63,820$5,318iApproximate average salary by contribution assumption: employee only about $132,958 at 4% or $88,639 at 6%; with 50% employer match about $88,639 at 4% or $59,093 at 6%; with 100% employer match about $66,479 at 4% or $44,319 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$339,458$63,820$5,318iApproximate average salary by contribution assumption: employee only about $132,958 at 4% or $88,639 at 6%; with 50% employer match about $88,639 at 4% or $59,093 at 6%; with 100% employer match about $66,479 at 4% or $44,319 at 6%.
2013112$299,988$57,427$4,786iApproximate average salary by contribution assumption: employee only about $119,640 at 4% or $79,760 at 6%; with 50% employer match about $79,760 at 4% or $53,173 at 6%; with 100% employer match about $59,820 at 4% or $39,880 at 6%.
Josepher & Batteese, P.A. 401K Plan-12$299,988$57,427$4,786iApproximate average salary by contribution assumption: employee only about $119,640 at 4% or $79,760 at 6%; with 50% employer match about $79,760 at 4% or $53,173 at 6%; with 100% employer match about $59,820 at 4% or $39,880 at 6%.
2012111$218,414$47,483$4,317iApproximate average salary by contribution assumption: employee only about $107,916 at 4% or $71,944 at 6%; with 50% employer match about $71,944 at 4% or $47,963 at 6%; with 100% employer match about $53,958 at 4% or $35,972 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$218,414$47,483$4,317iApproximate average salary by contribution assumption: employee only about $107,916 at 4% or $71,944 at 6%; with 50% employer match about $71,944 at 4% or $47,963 at 6%; with 100% employer match about $53,958 at 4% or $35,972 at 6%.
2011111$206,199$30,349$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$206,199$30,349$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
2010111$205,864$26,697$2,427iApproximate average salary by contribution assumption: employee only about $60,675 at 4% or $40,450 at 6%; with 50% employer match about $40,450 at 4% or $26,967 at 6%; with 100% employer match about $30,338 at 4% or $20,225 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$205,864$26,697$2,427iApproximate average salary by contribution assumption: employee only about $60,675 at 4% or $40,450 at 6%; with 50% employer match about $40,450 at 4% or $26,967 at 6%; with 100% employer match about $30,338 at 4% or $20,225 at 6%.
2009110$179,986$37,071$3,707iApproximate average salary by contribution assumption: employee only about $92,678 at 4% or $61,785 at 6%; with 50% employer match about $61,785 at 4% or $41,190 at 6%; with 100% employer match about $46,339 at 4% or $30,893 at 6%.
Josepher & Batteese, P.A. 401K Plan-10$179,986$37,071$3,707iApproximate average salary by contribution assumption: employee only about $92,678 at 4% or $61,785 at 6%; with 50% employer match about $61,785 at 4% or $41,190 at 6%; with 100% employer match about $46,339 at 4% or $30,893 at 6%.
2008111$154,410$19,758$1,796iApproximate average salary by contribution assumption: employee only about $44,905 at 4% or $29,936 at 6%; with 50% employer match about $29,936 at 4% or $19,958 at 6%; with 100% employer match about $22,452 at 4% or $14,968 at 6%.
Josepher & Batteese, P.A. 401K Plan-11$154,410$19,758$1,796iApproximate average salary by contribution assumption: employee only about $44,905 at 4% or $29,936 at 6%; with 50% employer match about $29,936 at 4% or $19,958 at 6%; with 100% employer match about $22,452 at 4% or $14,968 at 6%.
2007112$0$0-
Josepher & Batteese, P.A. 401K Plan-12---
2006114$189,758$17,982$1,284iApproximate average salary by contribution assumption: employee only about $32,111 at 4% or $21,407 at 6%; with 50% employer match about $21,407 at 4% or $14,271 at 6%; with 100% employer match about $16,055 at 4% or $10,704 at 6%.
Josepher & Batteese, P.A. 401K Plan-14$189,758$17,982$1,284iApproximate average salary by contribution assumption: employee only about $32,111 at 4% or $21,407 at 6%; with 50% employer match about $21,407 at 4% or $14,271 at 6%; with 100% employer match about $16,055 at 4% or $10,704 at 6%.
200419$137,667$19,583$2,176iApproximate average salary by contribution assumption: employee only about $54,397 at 4% or $36,265 at 6%; with 50% employer match about $36,265 at 4% or $24,177 at 6%; with 100% employer match about $27,199 at 4% or $18,132 at 6%.
Josepher & Batteese, P.A. 401K Plan-9$137,667$19,583$2,176iApproximate average salary by contribution assumption: employee only about $54,397 at 4% or $36,265 at 6%; with 50% employer match about $36,265 at 4% or $24,177 at 6%; with 100% employer match about $27,199 at 4% or $18,132 at 6%.
200315$112,778$6,916$1,383iApproximate average salary by contribution assumption: employee only about $34,580 at 4% or $23,053 at 6%; with 50% employer match about $23,053 at 4% or $15,369 at 6%; with 100% employer match about $17,290 at 4% or $11,527 at 6%.
Josepher & Batteese, P.A. 401K Plan-5$112,778$6,916$1,383iApproximate average salary by contribution assumption: employee only about $34,580 at 4% or $23,053 at 6%; with 50% employer match about $23,053 at 4% or $15,369 at 6%; with 100% employer match about $17,290 at 4% or $11,527 at 6%.
200215$89,696$4,617$923iApproximate average salary by contribution assumption: employee only about $23,085 at 4% or $15,390 at 6%; with 50% employer match about $15,390 at 4% or $10,260 at 6%; with 100% employer match about $11,543 at 4% or $7,695 at 6%.
Josepher & Batteese, P.A. 401K Plan-5$89,696$4,617$923iApproximate average salary by contribution assumption: employee only about $23,085 at 4% or $15,390 at 6%; with 50% employer match about $15,390 at 4% or $10,260 at 6%; with 100% employer match about $11,543 at 4% or $7,695 at 6%.
200114$106,268$6,607$1,652iApproximate average salary by contribution assumption: employee only about $41,294 at 4% or $27,529 at 6%; with 50% employer match about $27,529 at 4% or $18,353 at 6%; with 100% employer match about $20,647 at 4% or $13,765 at 6%.
Josepher & Batteese, P.A. 401K Plan-4$106,268$6,607$1,652iApproximate average salary by contribution assumption: employee only about $41,294 at 4% or $27,529 at 6%; with 50% employer match about $27,529 at 4% or $18,353 at 6%; with 100% employer match about $20,647 at 4% or $13,765 at 6%.
200017$0$0-
Josepher & Batteese, P.A. 401K Plan-7---
199916$193,824$24,598$4,100iApproximate average salary by contribution assumption: employee only about $102,492 at 4% or $68,328 at 6%; with 50% employer match about $68,328 at 4% or $45,552 at 6%; with 100% employer match about $51,246 at 4% or $34,164 at 6%.
Josepher & Batteese, P.A. 401K Plan-6$193,824$24,598$4,100iApproximate average salary by contribution assumption: employee only about $102,492 at 4% or $68,328 at 6%; with 50% employer match about $68,328 at 4% or $45,552 at 6%; with 100% employer match about $51,246 at 4% or $34,164 at 6%.