Civic Intelligence

Wilmer, Cates, Fohrell & Kelly, P.A

Plan context: Wilmer & Lee, P.A. 401(K) Profit Sharing Plan

EIN 63-0786567 • 22 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$11,841,733

2024 Contributions

$445,018

Historical Graphs

Total Assets Over Time

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

$16,318,338$8,159,169$0200420152024YearValue
$11,841,733Latest year 2024

Participants Over Time

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

70350199920142024YearValue
42Latest 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
2024142$11,841,733$445,018$10,596iApproximate average salary by contribution assumption: employee only about $264,892 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,730 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-42$11,841,733$445,018$10,596iApproximate average salary by contribution assumption: employee only about $264,892 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,730 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
2023157$14,160,211$654,518$11,483iApproximate average salary by contribution assumption: employee only about $287,069 at 4% or $191,380 at 6%; with 50% employer match about $191,380 at 4% or $127,586 at 6%; with 100% employer match about $143,535 at 4% or $95,690 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-57$14,160,211$654,518$11,483iApproximate average salary by contribution assumption: employee only about $287,069 at 4% or $191,380 at 6%; with 50% employer match about $191,380 at 4% or $127,586 at 6%; with 100% employer match about $143,535 at 4% or $95,690 at 6%.
2022159$13,571,671$743,906$12,609iApproximate average salary by contribution assumption: employee only about $315,214 at 4% or $210,143 at 6%; with 50% employer match about $210,143 at 4% or $140,095 at 6%; with 100% employer match about $157,607 at 4% or $105,071 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-59$13,571,671$743,906$12,609iApproximate average salary by contribution assumption: employee only about $315,214 at 4% or $210,143 at 6%; with 50% employer match about $210,143 at 4% or $140,095 at 6%; with 100% employer match about $157,607 at 4% or $105,071 at 6%.
2021164$16,318,338$1,140,573$17,821iApproximate average salary by contribution assumption: employee only about $445,536 at 4% or $297,024 at 6%; with 50% employer match about $297,024 at 4% or $198,016 at 6%; with 100% employer match about $222,768 at 4% or $148,512 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-64$16,318,338$1,140,573$17,821iApproximate average salary by contribution assumption: employee only about $445,536 at 4% or $297,024 at 6%; with 50% employer match about $297,024 at 4% or $198,016 at 6%; with 100% employer match about $222,768 at 4% or $148,512 at 6%.
2020168$13,889,902$764,209$11,238iApproximate average salary by contribution assumption: employee only about $280,959 at 4% or $187,306 at 6%; with 50% employer match about $187,306 at 4% or $124,871 at 6%; with 100% employer match about $140,480 at 4% or $93,653 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-68$13,889,902$764,209$11,238iApproximate average salary by contribution assumption: employee only about $280,959 at 4% or $187,306 at 6%; with 50% employer match about $187,306 at 4% or $124,871 at 6%; with 100% employer match about $140,480 at 4% or $93,653 at 6%.
2019169$12,800,084$789,619$11,444iApproximate average salary by contribution assumption: employee only about $286,094 at 4% or $190,729 at 6%; with 50% employer match about $190,729 at 4% or $127,153 at 6%; with 100% employer match about $143,047 at 4% or $95,365 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-69$12,800,084$789,619$11,444iApproximate average salary by contribution assumption: employee only about $286,094 at 4% or $190,729 at 6%; with 50% employer match about $190,729 at 4% or $127,153 at 6%; with 100% employer match about $143,047 at 4% or $95,365 at 6%.
2018162$10,285,623$1,794,744$28,947iApproximate average salary by contribution assumption: employee only about $723,687 at 4% or $482,458 at 6%; with 50% employer match about $482,458 at 4% or $321,639 at 6%; with 100% employer match about $361,844 at 4% or $241,229 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-62$10,285,623$1,794,744$28,947iApproximate average salary by contribution assumption: employee only about $723,687 at 4% or $482,458 at 6%; with 50% employer match about $482,458 at 4% or $321,639 at 6%; with 100% employer match about $361,844 at 4% or $241,229 at 6%.
2017162$9,773,103$1,741,177$28,084iApproximate average salary by contribution assumption: employee only about $702,088 at 4% or $468,058 at 6%; with 50% employer match about $468,058 at 4% or $312,039 at 6%; with 100% employer match about $351,044 at 4% or $234,029 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-62$9,773,103$1,741,177$28,084iApproximate average salary by contribution assumption: employee only about $702,088 at 4% or $468,058 at 6%; with 50% employer match about $468,058 at 4% or $312,039 at 6%; with 100% employer match about $351,044 at 4% or $234,029 at 6%.
2016161$8,184,241$570,180$9,347iApproximate average salary by contribution assumption: employee only about $233,680 at 4% or $155,787 at 6%; with 50% employer match about $155,787 at 4% or $103,858 at 6%; with 100% employer match about $116,840 at 4% or $77,893 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-61$8,184,241$570,180$9,347iApproximate average salary by contribution assumption: employee only about $233,680 at 4% or $155,787 at 6%; with 50% employer match about $155,787 at 4% or $103,858 at 6%; with 100% employer match about $116,840 at 4% or $77,893 at 6%.
2015165$7,627,206$582,756$8,965iApproximate average salary by contribution assumption: employee only about $224,137 at 4% or $149,425 at 6%; with 50% employer match about $149,425 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-65$7,627,206$582,756$8,965iApproximate average salary by contribution assumption: employee only about $224,137 at 4% or $149,425 at 6%; with 50% employer match about $149,425 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.
2014161$7,254,237$563,788$9,242iApproximate average salary by contribution assumption: employee only about $231,061 at 4% or $154,040 at 6%; with 50% employer match about $154,040 at 4% or $102,694 at 6%; with 100% employer match about $115,530 at 4% or $77,020 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-61$7,254,237$563,788$9,242iApproximate average salary by contribution assumption: employee only about $231,061 at 4% or $154,040 at 6%; with 50% employer match about $154,040 at 4% or $102,694 at 6%; with 100% employer match about $115,530 at 4% or $77,020 at 6%.
2013168$6,486,619$640,947$9,426iApproximate average salary by contribution assumption: employee only about $235,642 at 4% or $157,095 at 6%; with 50% employer match about $157,095 at 4% or $104,730 at 6%; with 100% employer match about $117,821 at 4% or $78,547 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-68$6,486,619$640,947$9,426iApproximate average salary by contribution assumption: employee only about $235,642 at 4% or $157,095 at 6%; with 50% employer match about $157,095 at 4% or $104,730 at 6%; with 100% employer match about $117,821 at 4% or $78,547 at 6%.
2012168$5,532,157$566,250$8,327iApproximate average salary by contribution assumption: employee only about $208,180 at 4% or $138,787 at 6%; with 50% employer match about $138,787 at 4% or $92,525 at 6%; with 100% employer match about $104,090 at 4% or $69,393 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-68$5,532,157$566,250$8,327iApproximate average salary by contribution assumption: employee only about $208,180 at 4% or $138,787 at 6%; with 50% employer match about $138,787 at 4% or $92,525 at 6%; with 100% employer match about $104,090 at 4% or $69,393 at 6%.
2011169$4,595,438$496,588$7,197iApproximate average salary by contribution assumption: employee only about $179,923 at 4% or $119,949 at 6%; with 50% employer match about $119,949 at 4% or $79,966 at 6%; with 100% employer match about $89,962 at 4% or $59,974 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-69$4,595,438$496,588$7,197iApproximate average salary by contribution assumption: employee only about $179,923 at 4% or $119,949 at 6%; with 50% employer match about $119,949 at 4% or $79,966 at 6%; with 100% employer match about $89,962 at 4% or $59,974 at 6%.
2010170$4,308,248$517,999$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-70$4,308,248$517,999$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
2009162$3,314,798$604,889$9,756iApproximate average salary by contribution assumption: employee only about $243,907 at 4% or $162,605 at 6%; with 50% employer match about $162,605 at 4% or $108,403 at 6%; with 100% employer match about $121,953 at 4% or $81,302 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-62$3,314,798$604,889$9,756iApproximate average salary by contribution assumption: employee only about $243,907 at 4% or $162,605 at 6%; with 50% employer match about $162,605 at 4% or $108,403 at 6%; with 100% employer match about $121,953 at 4% or $81,302 at 6%.
2008157$0$557,112$9,774iApproximate average salary by contribution assumption: employee only about $244,347 at 4% or $162,898 at 6%; with 50% employer match about $162,898 at 4% or $108,599 at 6%; with 100% employer match about $122,174 at 4% or $81,449 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-57-$557,112$9,774iApproximate average salary by contribution assumption: employee only about $244,347 at 4% or $162,898 at 6%; with 50% employer match about $162,898 at 4% or $108,599 at 6%; with 100% employer match about $122,174 at 4% or $81,449 at 6%.
2007156$0$0-
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-56---
2006153$1,328,876$456,311$8,610iApproximate average salary by contribution assumption: employee only about $215,241 at 4% or $143,494 at 6%; with 50% employer match about $143,494 at 4% or $95,663 at 6%; with 100% employer match about $107,621 at 4% or $71,747 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-53$1,328,876$456,311$8,610iApproximate average salary by contribution assumption: employee only about $215,241 at 4% or $143,494 at 6%; with 50% employer match about $143,494 at 4% or $95,663 at 6%; with 100% employer match about $107,621 at 4% or $71,747 at 6%.
2005150$764,075$399,807$7,996iApproximate average salary by contribution assumption: employee only about $199,904 at 4% or $133,269 at 6%; with 50% employer match about $133,269 at 4% or $88,846 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-50$764,075$399,807$7,996iApproximate average salary by contribution assumption: employee only about $199,904 at 4% or $133,269 at 6%; with 50% employer match about $133,269 at 4% or $88,846 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
2004146$331,345$312,225$6,788iApproximate average salary by contribution assumption: employee only about $169,688 at 4% or $113,125 at 6%; with 50% employer match about $113,125 at 4% or $75,417 at 6%; with 100% employer match about $84,844 at 4% or $56,563 at 6%.
Wilmer & Lee, P.A. 401(K) Profit Sharing Plan-46$331,345$312,225$6,788iApproximate average salary by contribution assumption: employee only about $169,688 at 4% or $113,125 at 6%; with 50% employer match about $113,125 at 4% or $75,417 at 6%; with 100% employer match about $84,844 at 4% or $56,563 at 6%.
1999112$0$0-
Wilmer & Shepard Flexible Benefit Plan-12---