Civic Intelligence

James G. Vickaryous, P.A.

Plan context: VICKARYOUS LAW CASH BALANCE PLAN

EIN 59-3544384 • Lake Mary, FL • 17 filings • 3 plans

1515 International ParkwaySte 2031Lake Mary, FL 32746
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,436,979

2024 Contributions

$477,002

Historical Graphs

Total Assets Over Time

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

$2,436,979$1,218,490$0201320192024YearValue
$2,436,979Latest year 2024

Participants Over Time

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

950201320192024YearValue
6Latest 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
202426$2,436,979$477,002$79,500iApproximate average salary by contribution assumption: employee only about $1,987,508 at 4% or $1,325,006 at 6%; with 50% employer match about $1,325,006 at 4% or $883,337 at 6%; with 100% employer match about $993,754 at 4% or $662,503 at 6%.
VICKARYOUS LAW CASH BALANCE PLAN-6$1,489,286$377,766$62,961iApproximate average salary by contribution assumption: employee only about $1,574,025 at 4% or $1,049,350 at 6%; with 50% employer match about $1,049,350 at 4% or $699,567 at 6%; with 100% employer match about $787,013 at 4% or $524,675 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-6$947,693$99,236$16,539iApproximate average salary by contribution assumption: employee only about $413,483 at 4% or $275,656 at 6%; with 50% employer match about $275,656 at 4% or $183,770 at 6%; with 100% employer match about $206,742 at 4% or $137,828 at 6%.
202327$1,924,740$271,042$38,720iApproximate average salary by contribution assumption: employee only about $968,007 at 4% or $645,338 at 6%; with 50% employer match about $645,338 at 4% or $430,225 at 6%; with 100% employer match about $484,004 at 4% or $322,669 at 6%.
VICKARYOUS LAW CASH BALANCE PLAN-7$1,099,367$143,485$20,498iApproximate average salary by contribution assumption: employee only about $512,446 at 4% or $341,631 at 6%; with 50% employer match about $341,631 at 4% or $227,754 at 6%; with 100% employer match about $256,223 at 4% or $170,815 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-7$825,373$127,557$18,222iApproximate average salary by contribution assumption: employee only about $455,561 at 4% or $303,707 at 6%; with 50% employer match about $303,707 at 4% or $202,471 at 6%; with 100% employer match about $227,780 at 4% or $151,854 at 6%.
202228$1,644,655$633,084$79,136iApproximate average salary by contribution assumption: employee only about $1,978,388 at 4% or $1,318,925 at 6%; with 50% employer match about $1,318,925 at 4% or $879,283 at 6%; with 100% employer match about $989,194 at 4% or $659,463 at 6%.
VICKARYOUS LAW CASH BALANCE PLAN-6$937,941$567,975$94,663iApproximate average salary by contribution assumption: employee only about $2,366,563 at 4% or $1,577,708 at 6%; with 50% employer match about $1,577,708 at 4% or $1,051,806 at 6%; with 100% employer match about $1,183,281 at 4% or $788,854 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-8$706,714$65,109$8,139iApproximate average salary by contribution assumption: employee only about $203,466 at 4% or $135,644 at 6%; with 50% employer match about $135,644 at 4% or $90,429 at 6%; with 100% employer match about $101,733 at 4% or $67,822 at 6%.
202129$1,031,492$300,172$33,352iApproximate average salary by contribution assumption: employee only about $833,811 at 4% or $555,874 at 6%; with 50% employer match about $555,874 at 4% or $370,583 at 6%; with 100% employer match about $416,906 at 4% or $277,937 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-9$646,178$58,652$6,517iApproximate average salary by contribution assumption: employee only about $162,922 at 4% or $108,615 at 6%; with 50% employer match about $108,615 at 4% or $72,410 at 6%; with 100% employer match about $81,461 at 4% or $54,307 at 6%.
VICKARYOUS LAW CASH BALANCE PLAN-5$385,314$241,520$48,304iApproximate average salary by contribution assumption: employee only about $1,207,600 at 4% or $805,067 at 6%; with 50% employer match about $805,067 at 4% or $536,711 at 6%; with 100% employer match about $603,800 at 4% or $402,533 at 6%.
202028$719,394$187,471$23,434iApproximate average salary by contribution assumption: employee only about $585,847 at 4% or $390,565 at 6%; with 50% employer match about $390,565 at 4% or $260,376 at 6%; with 100% employer match about $292,923 at 4% or $195,282 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-8$577,765$45,842$5,730iApproximate average salary by contribution assumption: employee only about $143,256 at 4% or $95,504 at 6%; with 50% employer match about $95,504 at 4% or $63,669 at 6%; with 100% employer match about $71,628 at 4% or $47,752 at 6%.
VICKARYOUS LAW CASH BALANCE PLAN-6$141,629$141,629$23,605iApproximate average salary by contribution assumption: employee only about $590,121 at 4% or $393,414 at 6%; with 50% employer match about $393,414 at 4% or $262,276 at 6%; with 100% employer match about $295,060 at 4% or $196,707 at 6%.
201918$585,417$131,994$16,499iApproximate average salary by contribution assumption: employee only about $412,481 at 4% or $274,988 at 6%; with 50% employer match about $274,988 at 4% or $183,325 at 6%; with 100% employer match about $206,241 at 4% or $137,494 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-8$585,417$131,994$16,499iApproximate average salary by contribution assumption: employee only about $412,481 at 4% or $274,988 at 6%; with 50% employer match about $274,988 at 4% or $183,325 at 6%; with 100% employer match about $206,241 at 4% or $137,494 at 6%.
201817$462,391$96,376$13,768iApproximate average salary by contribution assumption: employee only about $344,200 at 4% or $229,467 at 6%; with 50% employer match about $229,467 at 4% or $152,978 at 6%; with 100% employer match about $172,100 at 4% or $114,733 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-7$462,391$96,376$13,768iApproximate average salary by contribution assumption: employee only about $344,200 at 4% or $229,467 at 6%; with 50% employer match about $229,467 at 4% or $152,978 at 6%; with 100% employer match about $172,100 at 4% or $114,733 at 6%.
201717$404,361$95,829$13,690iApproximate average salary by contribution assumption: employee only about $342,246 at 4% or $228,164 at 6%; with 50% employer match about $228,164 at 4% or $152,110 at 6%; with 100% employer match about $171,123 at 4% or $114,082 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-7$404,361$95,829$13,690iApproximate average salary by contribution assumption: employee only about $342,246 at 4% or $228,164 at 6%; with 50% employer match about $228,164 at 4% or $152,110 at 6%; with 100% employer match about $171,123 at 4% or $114,082 at 6%.
201615$263,001$96,912$19,382iApproximate average salary by contribution assumption: employee only about $484,560 at 4% or $323,040 at 6%; with 50% employer match about $323,040 at 4% or $215,360 at 6%; with 100% employer match about $242,280 at 4% or $161,520 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-5$263,001$96,912$19,382iApproximate average salary by contribution assumption: employee only about $484,560 at 4% or $323,040 at 6%; with 50% employer match about $323,040 at 4% or $215,360 at 6%; with 100% employer match about $242,280 at 4% or $161,520 at 6%.
201519$191,787$84,905$9,434iApproximate average salary by contribution assumption: employee only about $235,847 at 4% or $157,231 at 6%; with 50% employer match about $157,231 at 4% or $104,821 at 6%; with 100% employer match about $117,924 at 4% or $78,616 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-9$191,787$84,905$9,434iApproximate average salary by contribution assumption: employee only about $235,847 at 4% or $157,231 at 6%; with 50% employer match about $157,231 at 4% or $104,821 at 6%; with 100% employer match about $117,924 at 4% or $78,616 at 6%.
201418$113,154$88,235$11,029iApproximate average salary by contribution assumption: employee only about $275,734 at 4% or $183,823 at 6%; with 50% employer match about $183,823 at 4% or $122,549 at 6%; with 100% employer match about $137,867 at 4% or $91,911 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-8$113,154$88,235$11,029iApproximate average salary by contribution assumption: employee only about $275,734 at 4% or $183,823 at 6%; with 50% employer match about $183,823 at 4% or $122,549 at 6%; with 100% employer match about $137,867 at 4% or $91,911 at 6%.
201318$22,872$22,227$2,778iApproximate average salary by contribution assumption: employee only about $69,459 at 4% or $46,306 at 6%; with 50% employer match about $46,306 at 4% or $30,871 at 6%; with 100% employer match about $34,730 at 4% or $23,153 at 6%.
Vickaryous Law 401(K) Profit Sharing Plan-8$22,872$22,227$2,778iApproximate average salary by contribution assumption: employee only about $69,459 at 4% or $46,306 at 6%; with 50% employer match about $46,306 at 4% or $30,871 at 6%; with 100% employer match about $34,730 at 4% or $23,153 at 6%.