Lavalle Brown & Ronan Pa
Plan context: Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust
EIN 65-0296861 • Boca Raton, FL • 19 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$330,205
2024 Contributions
$72,351
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $330,205 | $72,351 | $12,059iApproximate average salary by contribution assumption: employee only about $301,463 at 4% or $200,975 at 6%; with 50% employer match about $200,975 at 4% or $133,983 at 6%; with 100% employer match about $150,731 at 4% or $100,488 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 6 | $330,205 | $72,351 | $12,059iApproximate average salary by contribution assumption: employee only about $301,463 at 4% or $200,975 at 6%; with 50% employer match about $200,975 at 4% or $133,983 at 6%; with 100% employer match about $150,731 at 4% or $100,488 at 6%. |
| 2018 | 1 | 17 | $1,054,879 | $131,678 | $7,746iApproximate average salary by contribution assumption: employee only about $193,644 at 4% or $129,096 at 6%; with 50% employer match about $129,096 at 4% or $86,064 at 6%; with 100% employer match about $96,822 at 4% or $64,548 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 17 | $1,054,879 | $131,678 | $7,746iApproximate average salary by contribution assumption: employee only about $193,644 at 4% or $129,096 at 6%; with 50% employer match about $129,096 at 4% or $86,064 at 6%; with 100% employer match about $96,822 at 4% or $64,548 at 6%. |
| 2017 | 1 | 17 | $994,983 | $187,593 | $11,035iApproximate average salary by contribution assumption: employee only about $275,872 at 4% or $183,915 at 6%; with 50% employer match about $183,915 at 4% or $122,610 at 6%; with 100% employer match about $137,936 at 4% or $91,957 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 17 | $994,983 | $187,593 | $11,035iApproximate average salary by contribution assumption: employee only about $275,872 at 4% or $183,915 at 6%; with 50% employer match about $183,915 at 4% or $122,610 at 6%; with 100% employer match about $137,936 at 4% or $91,957 at 6%. |
| 2016 | 1 | 12 | $720,117 | $116,146 | $9,679iApproximate average salary by contribution assumption: employee only about $241,971 at 4% or $161,314 at 6%; with 50% employer match about $161,314 at 4% or $107,543 at 6%; with 100% employer match about $120,985 at 4% or $80,657 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 12 | $720,117 | $116,146 | $9,679iApproximate average salary by contribution assumption: employee only about $241,971 at 4% or $161,314 at 6%; with 50% employer match about $161,314 at 4% or $107,543 at 6%; with 100% employer match about $120,985 at 4% or $80,657 at 6%. |
| 2013 | 1 | 14 | $764,978 | $159,155 | $11,368iApproximate average salary by contribution assumption: employee only about $284,205 at 4% or $189,470 at 6%; with 50% employer match about $189,470 at 4% or $126,313 at 6%; with 100% employer match about $142,103 at 4% or $94,735 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 14 | $764,978 | $159,155 | $11,368iApproximate average salary by contribution assumption: employee only about $284,205 at 4% or $189,470 at 6%; with 50% employer match about $189,470 at 4% or $126,313 at 6%; with 100% employer match about $142,103 at 4% or $94,735 at 6%. |
| 2012 | 1 | 17 | $548,183 | $163,956 | $9,644iApproximate average salary by contribution assumption: employee only about $241,112 at 4% or $160,741 at 6%; with 50% employer match about $160,741 at 4% or $107,161 at 6%; with 100% employer match about $120,556 at 4% or $80,371 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 17 | $548,183 | $163,956 | $9,644iApproximate average salary by contribution assumption: employee only about $241,112 at 4% or $160,741 at 6%; with 50% employer match about $160,741 at 4% or $107,161 at 6%; with 100% employer match about $120,556 at 4% or $80,371 at 6%. |
| 2011 | 1 | 13 | $375,861 | $112,434 | $8,649iApproximate average salary by contribution assumption: employee only about $216,219 at 4% or $144,146 at 6%; with 50% employer match about $144,146 at 4% or $96,097 at 6%; with 100% employer match about $108,110 at 4% or $72,073 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 13 | $375,861 | $112,434 | $8,649iApproximate average salary by contribution assumption: employee only about $216,219 at 4% or $144,146 at 6%; with 50% employer match about $144,146 at 4% or $96,097 at 6%; with 100% employer match about $108,110 at 4% or $72,073 at 6%. |
| 2010 | 1 | 14 | $429,949 | $4,100 | $293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,661 at 4% or $2,440 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 14 | $429,949 | $4,100 | $293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,661 at 4% or $2,440 at 6%. |
| 2009 | 1 | 14 | $403,371 | $6,380 | $456iApproximate average salary by contribution assumption: employee only about $11,393 at 4% or $7,595 at 6%; with 50% employer match about $7,595 at 4% or $5,063 at 6%; with 100% employer match about $5,696 at 4% or $3,798 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 14 | $403,371 | $6,380 | $456iApproximate average salary by contribution assumption: employee only about $11,393 at 4% or $7,595 at 6%; with 50% employer match about $7,595 at 4% or $5,063 at 6%; with 100% employer match about $5,696 at 4% or $3,798 at 6%. |
| 2008 | 1 | 14 | $0 | $0 | - |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 13 | - | - | - |
| 2006 | 1 | 15 | $751,881 | $114,534 | $7,636iApproximate average salary by contribution assumption: employee only about $190,890 at 4% or $127,260 at 6%; with 50% employer match about $127,260 at 4% or $84,840 at 6%; with 100% employer match about $95,445 at 4% or $63,630 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 15 | $751,881 | $114,534 | $7,636iApproximate average salary by contribution assumption: employee only about $190,890 at 4% or $127,260 at 6%; with 50% employer match about $127,260 at 4% or $84,840 at 6%; with 100% employer match about $95,445 at 4% or $63,630 at 6%. |
| 2005 | 1 | 7 | $601,286 | $6,300 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $601,286 | $6,300 | $900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%. |
| 2004 | 1 | 7 | $433,189 | $115,043 | $16,435iApproximate average salary by contribution assumption: employee only about $410,868 at 4% or $273,912 at 6%; with 50% employer match about $273,912 at 4% or $182,608 at 6%; with 100% employer match about $205,434 at 4% or $136,956 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $433,189 | $115,043 | $16,435iApproximate average salary by contribution assumption: employee only about $410,868 at 4% or $273,912 at 6%; with 50% employer match about $273,912 at 4% or $182,608 at 6%; with 100% employer match about $205,434 at 4% or $136,956 at 6%. |
| 2003 | 1 | 8 | $270,960 | $126,574 | $15,822iApproximate average salary by contribution assumption: employee only about $395,544 at 4% or $263,696 at 6%; with 50% employer match about $263,696 at 4% or $175,797 at 6%; with 100% employer match about $197,772 at 4% or $131,848 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 8 | $270,960 | $126,574 | $15,822iApproximate average salary by contribution assumption: employee only about $395,544 at 4% or $263,696 at 6%; with 50% employer match about $263,696 at 4% or $175,797 at 6%; with 100% employer match about $197,772 at 4% or $131,848 at 6%. |
| 2002 | 2 | 8 | $100,524 | $5,950 | $744iApproximate average salary by contribution assumption: employee only about $18,594 at 4% or $12,396 at 6%; with 50% employer match about $12,396 at 4% or $8,264 at 6%; with 100% employer match about $9,297 at 4% or $6,198 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 8 | $100,524 | $5,950 | $744iApproximate average salary by contribution assumption: employee only about $18,594 at 4% or $12,396 at 6%; with 50% employer match about $12,396 at 4% or $8,264 at 6%; with 100% employer match about $9,297 at 4% or $6,198 at 6%. |
| Lavalle, Brown, Ronan & Soff, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 7 | $103,420 | $102,912 | $14,702iApproximate average salary by contribution assumption: employee only about $367,543 at 4% or $245,029 at 6%; with 50% employer match about $245,029 at 4% or $163,352 at 6%; with 100% employer match about $183,771 at 4% or $122,514 at 6%. |
| Lavalle Brown & Ronan Pa 401(K) Profit Sharing Plan & Trust | - | 0 | $86,532 | $86,098 | - |
| Lavalle, Brown, Ronan & Soff, P.A. Money Purchase Pension Plan | - | 7 | $16,888 | $16,814 | $2,402iApproximate average salary by contribution assumption: employee only about $60,050 at 4% or $40,033 at 6%; with 50% employer match about $40,033 at 4% or $26,689 at 6%; with 100% employer match about $30,025 at 4% or $20,017 at 6%. |