Civic Intelligence

Edward T. Lefever, P.A.

Plan context: Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust

EIN 59-3653217 • Ocala, FL • 24 filings • 4 plans

1111 NE 25th AvenueSuite 501Ocala, FL 34470
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,591,905

2024 Contributions

$70,878

Historical Graphs

Total Assets Over Time

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

$2,591,905$1,295,953$0200120132024YearValue
$2,591,905Latest year 2024

Participants Over Time

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

1370200120132024YearValue
8Latest 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
202418$2,591,905$70,878$8,860iApproximate average salary by contribution assumption: employee only about $221,494 at 4% or $147,663 at 6%; with 50% employer match about $147,663 at 4% or $98,442 at 6%; with 100% employer match about $110,747 at 4% or $73,831 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$2,591,905$70,878$8,860iApproximate average salary by contribution assumption: employee only about $221,494 at 4% or $147,663 at 6%; with 50% employer match about $147,663 at 4% or $98,442 at 6%; with 100% employer match about $110,747 at 4% or $73,831 at 6%.
202317$2,305,296$68,248$9,750iApproximate average salary by contribution assumption: employee only about $243,743 at 4% or $162,495 at 6%; with 50% employer match about $162,495 at 4% or $108,330 at 6%; with 100% employer match about $121,871 at 4% or $81,248 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-7$2,305,296$68,248$9,750iApproximate average salary by contribution assumption: employee only about $243,743 at 4% or $162,495 at 6%; with 50% employer match about $162,495 at 4% or $108,330 at 6%; with 100% employer match about $121,871 at 4% or $81,248 at 6%.
202217$1,908,886$73,672$10,525iApproximate average salary by contribution assumption: employee only about $263,114 at 4% or $175,410 at 6%; with 50% employer match about $175,410 at 4% or $116,940 at 6%; with 100% employer match about $131,557 at 4% or $87,705 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-7$1,908,886$73,672$10,525iApproximate average salary by contribution assumption: employee only about $263,114 at 4% or $175,410 at 6%; with 50% employer match about $175,410 at 4% or $116,940 at 6%; with 100% employer match about $131,557 at 4% or $87,705 at 6%.
202118$2,078,197$48,131$6,016iApproximate average salary by contribution assumption: employee only about $150,409 at 4% or $100,273 at 6%; with 50% employer match about $100,273 at 4% or $66,849 at 6%; with 100% employer match about $75,205 at 4% or $50,136 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$2,078,197$48,131$6,016iApproximate average salary by contribution assumption: employee only about $150,409 at 4% or $100,273 at 6%; with 50% employer match about $100,273 at 4% or $66,849 at 6%; with 100% employer match about $75,205 at 4% or $50,136 at 6%.
202018$2,142,863$48,425$6,053iApproximate average salary by contribution assumption: employee only about $151,328 at 4% or $100,885 at 6%; with 50% employer match about $100,885 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$2,142,863$48,425$6,053iApproximate average salary by contribution assumption: employee only about $151,328 at 4% or $100,885 at 6%; with 50% employer match about $100,885 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
201918$1,849,458$48,974$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,849,458$48,974$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.
201818$1,579,371$47,827$5,978iApproximate average salary by contribution assumption: employee only about $149,459 at 4% or $99,640 at 6%; with 50% employer match about $99,640 at 4% or $66,426 at 6%; with 100% employer match about $74,730 at 4% or $49,820 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,579,371$47,827$5,978iApproximate average salary by contribution assumption: employee only about $149,459 at 4% or $99,640 at 6%; with 50% employer match about $99,640 at 4% or $66,426 at 6%; with 100% employer match about $74,730 at 4% or $49,820 at 6%.
201718$1,601,166$45,636$5,705iApproximate average salary by contribution assumption: employee only about $142,613 at 4% or $95,075 at 6%; with 50% employer match about $95,075 at 4% or $63,383 at 6%; with 100% employer match about $71,306 at 4% or $47,538 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,601,166$45,636$5,705iApproximate average salary by contribution assumption: employee only about $142,613 at 4% or $95,075 at 6%; with 50% employer match about $95,075 at 4% or $63,383 at 6%; with 100% employer match about $71,306 at 4% or $47,538 at 6%.
201618$1,380,566$47,175$5,897iApproximate average salary by contribution assumption: employee only about $147,422 at 4% or $98,281 at 6%; with 50% employer match about $98,281 at 4% or $65,521 at 6%; with 100% employer match about $73,711 at 4% or $49,141 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,380,566$47,175$5,897iApproximate average salary by contribution assumption: employee only about $147,422 at 4% or $98,281 at 6%; with 50% employer match about $98,281 at 4% or $65,521 at 6%; with 100% employer match about $73,711 at 4% or $49,141 at 6%.
201517$1,249,625$46,582$6,655iApproximate average salary by contribution assumption: employee only about $166,364 at 4% or $110,910 at 6%; with 50% employer match about $110,910 at 4% or $73,940 at 6%; with 100% employer match about $83,182 at 4% or $55,455 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-7$1,249,625$46,582$6,655iApproximate average salary by contribution assumption: employee only about $166,364 at 4% or $110,910 at 6%; with 50% employer match about $110,910 at 4% or $73,940 at 6%; with 100% employer match about $83,182 at 4% or $55,455 at 6%.
201418$1,211,134$44,469$5,559iApproximate average salary by contribution assumption: employee only about $138,966 at 4% or $92,644 at 6%; with 50% employer match about $92,644 at 4% or $61,763 at 6%; with 100% employer match about $69,483 at 4% or $46,322 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,211,134$44,469$5,559iApproximate average salary by contribution assumption: employee only about $138,966 at 4% or $92,644 at 6%; with 50% employer match about $92,644 at 4% or $61,763 at 6%; with 100% employer match about $69,483 at 4% or $46,322 at 6%.
201318$1,089,547$43,638$5,455iApproximate average salary by contribution assumption: employee only about $136,369 at 4% or $90,913 at 6%; with 50% employer match about $90,913 at 4% or $60,608 at 6%; with 100% employer match about $68,184 at 4% or $45,456 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$1,089,547$43,638$5,455iApproximate average salary by contribution assumption: employee only about $136,369 at 4% or $90,913 at 6%; with 50% employer match about $90,913 at 4% or $60,608 at 6%; with 100% employer match about $68,184 at 4% or $45,456 at 6%.
201218$903,098$42,284$5,286iApproximate average salary by contribution assumption: employee only about $132,138 at 4% or $88,092 at 6%; with 50% employer match about $88,092 at 4% or $58,728 at 6%; with 100% employer match about $66,069 at 4% or $44,046 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$903,098$42,284$5,286iApproximate average salary by contribution assumption: employee only about $132,138 at 4% or $88,092 at 6%; with 50% employer match about $88,092 at 4% or $58,728 at 6%; with 100% employer match about $66,069 at 4% or $44,046 at 6%.
2011110$795,676$64,803$6,480iApproximate average salary by contribution assumption: employee only about $162,008 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,003 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-10$795,676$64,803$6,480iApproximate average salary by contribution assumption: employee only about $162,008 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,003 at 6%.
201019$782,104$44,556$4,951iApproximate average salary by contribution assumption: employee only about $123,767 at 4% or $82,511 at 6%; with 50% employer match about $82,511 at 4% or $55,007 at 6%; with 100% employer match about $61,883 at 4% or $41,256 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-9$782,104$44,556$4,951iApproximate average salary by contribution assumption: employee only about $123,767 at 4% or $82,511 at 6%; with 50% employer match about $82,511 at 4% or $55,007 at 6%; with 100% employer match about $61,883 at 4% or $41,256 at 6%.
200918$824,893$59,920$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$824,893$59,920$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
200818$592,815$90,126$11,266iApproximate average salary by contribution assumption: employee only about $281,644 at 4% or $187,763 at 6%; with 50% employer match about $187,763 at 4% or $125,175 at 6%; with 100% employer match about $140,822 at 4% or $93,881 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-8$592,815$90,126$11,266iApproximate average salary by contribution assumption: employee only about $281,644 at 4% or $187,763 at 6%; with 50% employer match about $187,763 at 4% or $125,175 at 6%; with 100% employer match about $140,822 at 4% or $93,881 at 6%.
200719$0$0-
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-9---
200619$663,090$82,467$9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,717 at 6%; with 50% employer match about $152,717 at 4% or $101,811 at 6%; with 100% employer match about $114,538 at 4% or $76,358 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-9$663,090$82,467$9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,717 at 6%; with 50% employer match about $152,717 at 4% or $101,811 at 6%; with 100% employer match about $114,538 at 4% or $76,358 at 6%.
2005111$566,604$93,127$8,466iApproximate average salary by contribution assumption: employee only about $211,652 at 4% or $141,102 at 6%; with 50% employer match about $141,102 at 4% or $94,068 at 6%; with 100% employer match about $105,826 at 4% or $70,551 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-11$566,604$93,127$8,466iApproximate average salary by contribution assumption: employee only about $211,652 at 4% or $141,102 at 6%; with 50% employer match about $141,102 at 4% or $94,068 at 6%; with 100% employer match about $105,826 at 4% or $70,551 at 6%.
2004113$438,811$94,054$7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,437 at 4% or $60,291 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-13$438,811$94,054$7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,437 at 4% or $60,291 at 6%.
2003112$318,761$87,460$7,288iApproximate average salary by contribution assumption: employee only about $182,208 at 4% or $121,472 at 6%; with 50% employer match about $121,472 at 4% or $80,981 at 6%; with 100% employer match about $91,104 at 4% or $60,736 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-12$318,761$87,460$7,288iApproximate average salary by contribution assumption: employee only about $182,208 at 4% or $121,472 at 6%; with 50% employer match about $121,472 at 4% or $80,981 at 6%; with 100% employer match about $91,104 at 4% or $60,736 at 6%.
2002112$183,284$79,053$6,588iApproximate average salary by contribution assumption: employee only about $164,694 at 4% or $109,796 at 6%; with 50% employer match about $109,796 at 4% or $73,197 at 6%; with 100% employer match about $82,347 at 4% or $54,898 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-12$183,284$79,053$6,588iApproximate average salary by contribution assumption: employee only about $164,694 at 4% or $109,796 at 6%; with 50% employer match about $109,796 at 4% or $73,197 at 6%; with 100% employer match about $82,347 at 4% or $54,898 at 6%.
2001113$122,142$125,375$9,644iApproximate average salary by contribution assumption: employee only about $241,106 at 4% or $160,737 at 6%; with 50% employer match about $160,737 at 4% or $107,158 at 6%; with 100% employer match about $120,553 at 4% or $80,369 at 6%.
Edward T. Lefever, P.A. 401(K) Profit Sharing Plan and Trust-13$122,142$125,375$9,644iApproximate average salary by contribution assumption: employee only about $241,106 at 4% or $160,737 at 6%; with 50% employer match about $160,737 at 4% or $107,158 at 6%; with 100% employer match about $120,553 at 4% or $80,369 at 6%.