Civic Intelligence
Filing

Devore Law Group, P.A., 401(K) Profit Sharing Plan

Devore Law Group Pa • EIN 65-0381086 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

13 → 10

-3 • -23.08%

Assets

Up

$148,482 → $270,307

$121,825 • 82.05%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$121,825

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$2,928,296$150,328$13,666iApproximate average salary by contribution assumption: employee only about $341,655 at 4% or $227,770 at 6%; with 50% employer match about $227,770 at 4% or $151,846 at 6%; with 100% employer match about $170,827 at 4% or $113,885 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-11$2,928,296$150,328$13,666iApproximate average salary by contribution assumption: employee only about $341,655 at 4% or $227,770 at 6%; with 50% employer match about $227,770 at 4% or $151,846 at 6%; with 100% employer match about $170,827 at 4% or $113,885 at 6%.
2023111$2,466,210$137,047$12,459iApproximate average salary by contribution assumption: employee only about $311,470 at 4% or $207,647 at 6%; with 50% employer match about $207,647 at 4% or $138,431 at 6%; with 100% employer match about $155,735 at 4% or $103,823 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-11$2,466,210$137,047$12,459iApproximate average salary by contribution assumption: employee only about $311,470 at 4% or $207,647 at 6%; with 50% employer match about $207,647 at 4% or $138,431 at 6%; with 100% employer match about $155,735 at 4% or $103,823 at 6%.
2022110$1,958,966$140,706$14,071iApproximate average salary by contribution assumption: employee only about $351,765 at 4% or $234,510 at 6%; with 50% employer match about $234,510 at 4% or $156,340 at 6%; with 100% employer match about $175,883 at 4% or $117,255 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-10$1,958,966$140,706$14,071iApproximate average salary by contribution assumption: employee only about $351,765 at 4% or $234,510 at 6%; with 50% employer match about $234,510 at 4% or $156,340 at 6%; with 100% employer match about $175,883 at 4% or $117,255 at 6%.
202118$2,229,686$69,356$8,670iApproximate average salary by contribution assumption: employee only about $216,738 at 4% or $144,492 at 6%; with 50% employer match about $144,492 at 4% or $96,328 at 6%; with 100% employer match about $108,369 at 4% or $72,246 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-8$2,229,686$69,356$8,670iApproximate average salary by contribution assumption: employee only about $216,738 at 4% or $144,492 at 6%; with 50% employer match about $144,492 at 4% or $96,328 at 6%; with 100% employer match about $108,369 at 4% or $72,246 at 6%.
202019$2,060,583$106,301$11,811iApproximate average salary by contribution assumption: employee only about $295,281 at 4% or $196,854 at 6%; with 50% employer match about $196,854 at 4% or $131,236 at 6%; with 100% employer match about $147,640 at 4% or $98,427 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-9$2,060,583$106,301$11,811iApproximate average salary by contribution assumption: employee only about $295,281 at 4% or $196,854 at 6%; with 50% employer match about $196,854 at 4% or $131,236 at 6%; with 100% employer match about $147,640 at 4% or $98,427 at 6%.
201919$1,647,505$102,231$11,359iApproximate average salary by contribution assumption: employee only about $283,975 at 4% or $189,317 at 6%; with 50% employer match about $189,317 at 4% or $126,211 at 6%; with 100% employer match about $141,988 at 4% or $94,658 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-9$1,647,505$102,231$11,359iApproximate average salary by contribution assumption: employee only about $283,975 at 4% or $189,317 at 6%; with 50% employer match about $189,317 at 4% or $126,211 at 6%; with 100% employer match about $141,988 at 4% or $94,658 at 6%.
201818$1,242,845$88,116$11,015iApproximate average salary by contribution assumption: employee only about $275,363 at 4% or $183,575 at 6%; with 50% employer match about $183,575 at 4% or $122,383 at 6%; with 100% employer match about $137,681 at 4% or $91,788 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-8$1,242,845$88,116$11,015iApproximate average salary by contribution assumption: employee only about $275,363 at 4% or $183,575 at 6%; with 50% employer match about $183,575 at 4% or $122,383 at 6%; with 100% employer match about $137,681 at 4% or $91,788 at 6%.
201718$1,361,660$81,879$10,235iApproximate average salary by contribution assumption: employee only about $255,872 at 4% or $170,581 at 6%; with 50% employer match about $170,581 at 4% or $113,721 at 6%; with 100% employer match about $127,936 at 4% or $85,291 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-8$1,361,660$81,879$10,235iApproximate average salary by contribution assumption: employee only about $255,872 at 4% or $170,581 at 6%; with 50% employer match about $170,581 at 4% or $113,721 at 6%; with 100% employer match about $127,936 at 4% or $85,291 at 6%.
201619$1,089,868$79,953$8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,061 at 6%; with 50% employer match about $148,061 at 4% or $98,707 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-9$1,089,868$79,953$8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,061 at 6%; with 50% employer match about $148,061 at 4% or $98,707 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%.
201518$925,858$75,276$9,410iApproximate average salary by contribution assumption: employee only about $235,238 at 4% or $156,825 at 6%; with 50% employer match about $156,825 at 4% or $104,550 at 6%; with 100% employer match about $117,619 at 4% or $78,413 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-8$925,858$75,276$9,410iApproximate average salary by contribution assumption: employee only about $235,238 at 4% or $156,825 at 6%; with 50% employer match about $156,825 at 4% or $104,550 at 6%; with 100% employer match about $117,619 at 4% or $78,413 at 6%.
201419$968,664$71,538$7,949iApproximate average salary by contribution assumption: employee only about $198,717 at 4% or $132,478 at 6%; with 50% employer match about $132,478 at 4% or $88,319 at 6%; with 100% employer match about $99,358 at 4% or $66,239 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-9$968,664$71,538$7,949iApproximate average salary by contribution assumption: employee only about $198,717 at 4% or $132,478 at 6%; with 50% employer match about $132,478 at 4% or $88,319 at 6%; with 100% employer match about $99,358 at 4% or $66,239 at 6%.
2013110$869,801$66,666$6,667iApproximate average salary by contribution assumption: employee only about $166,665 at 4% or $111,110 at 6%; with 50% employer match about $111,110 at 4% or $74,073 at 6%; with 100% employer match about $83,333 at 4% or $55,555 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-10$869,801$66,666$6,667iApproximate average salary by contribution assumption: employee only about $166,665 at 4% or $111,110 at 6%; with 50% employer match about $111,110 at 4% or $74,073 at 6%; with 100% employer match about $83,333 at 4% or $55,555 at 6%.
2012112$823,009$38,290$3,191iApproximate average salary by contribution assumption: employee only about $79,771 at 4% or $53,181 at 6%; with 50% employer match about $53,181 at 4% or $35,454 at 6%; with 100% employer match about $39,885 at 4% or $26,590 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-12$823,009$38,290$3,191iApproximate average salary by contribution assumption: employee only about $79,771 at 4% or $53,181 at 6%; with 50% employer match about $53,181 at 4% or $35,454 at 6%; with 100% employer match about $39,885 at 4% or $26,590 at 6%.
2011114$962,244$47,887$3,421iApproximate average salary by contribution assumption: employee only about $85,513 at 4% or $57,008 at 6%; with 50% employer match about $57,008 at 4% or $38,006 at 6%; with 100% employer match about $42,756 at 4% or $28,504 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-14$962,244$47,887$3,421iApproximate average salary by contribution assumption: employee only about $85,513 at 4% or $57,008 at 6%; with 50% employer match about $57,008 at 4% or $38,006 at 6%; with 100% employer match about $42,756 at 4% or $28,504 at 6%.
2010115$970,565$43,796$2,920iApproximate average salary by contribution assumption: employee only about $72,993 at 4% or $48,662 at 6%; with 50% employer match about $48,662 at 4% or $32,441 at 6%; with 100% employer match about $36,497 at 4% or $24,331 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-15$970,565$43,796$2,920iApproximate average salary by contribution assumption: employee only about $72,993 at 4% or $48,662 at 6%; with 50% employer match about $48,662 at 4% or $32,441 at 6%; with 100% employer match about $36,497 at 4% or $24,331 at 6%.
2009116$814,345$62,662$3,916iApproximate average salary by contribution assumption: employee only about $97,909 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,515 at 6%; with 100% employer match about $48,955 at 4% or $32,636 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-16$814,345$62,662$3,916iApproximate average salary by contribution assumption: employee only about $97,909 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,515 at 6%; with 100% employer match about $48,955 at 4% or $32,636 at 6%.
2008113$571,468$107,863$8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,714 at 4% or $69,143 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-13$571,468$107,863$8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,714 at 4% or $69,143 at 6%.
2007116$0$0-
Devore & Devore, P.A., 401K Profit Sharing Plan-16---
2006113$581,396$117,403$9,031iApproximate average salary by contribution assumption: employee only about $225,775 at 4% or $150,517 at 6%; with 50% employer match about $150,517 at 4% or $100,344 at 6%; with 100% employer match about $112,888 at 4% or $75,258 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-13$581,396$117,403$9,031iApproximate average salary by contribution assumption: employee only about $225,775 at 4% or $150,517 at 6%; with 50% employer match about $150,517 at 4% or $100,344 at 6%; with 100% employer match about $112,888 at 4% or $75,258 at 6%.
2005114$399,755$103,174$7,370iApproximate average salary by contribution assumption: employee only about $184,239 at 4% or $122,826 at 6%; with 50% employer match about $122,826 at 4% or $81,884 at 6%; with 100% employer match about $92,120 at 4% or $61,413 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-14$399,755$103,174$7,370iApproximate average salary by contribution assumption: employee only about $184,239 at 4% or $122,826 at 6%; with 50% employer match about $122,826 at 4% or $81,884 at 6%; with 100% employer match about $92,120 at 4% or $61,413 at 6%.
2004110$270,307$95,620$9,562iApproximate average salary by contribution assumption: employee only about $239,050 at 4% or $159,367 at 6%; with 50% employer match about $159,367 at 4% or $106,244 at 6%; with 100% employer match about $119,525 at 4% or $79,683 at 6%.
Devore & Devore, P.A., 401K Profit Sharing PlanCurrent10$270,307$95,620$9,562iApproximate average salary by contribution assumption: employee only about $239,050 at 4% or $159,367 at 6%; with 50% employer match about $159,367 at 4% or $106,244 at 6%; with 100% employer match about $119,525 at 4% or $79,683 at 6%.
2003113$148,482$87,042$6,696iApproximate average salary by contribution assumption: employee only about $167,388 at 4% or $111,592 at 6%; with 50% employer match about $111,592 at 4% or $74,395 at 6%; with 100% employer match about $83,694 at 4% or $55,796 at 6%.
Devore & Devore, P.A., 401K Profit Sharing Plan-13$148,482$87,042$6,696iApproximate average salary by contribution assumption: employee only about $167,388 at 4% or $111,592 at 6%; with 50% employer match about $111,592 at 4% or $74,395 at 6%; with 100% employer match about $83,694 at 4% or $55,796 at 6%.
2002112$0$0-
Devore & Devore, P.A., 401K Profit Sharing Plan-12---
Schedule Details

Schedule A

Row 1
Filing Id
84037299280315
Form Id
63678016
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375299280060002
Ins Broker 01 Name
CITIGROUP GLOBAL MARKETS, INC.
Ins Broker 01 Street Addr
333 WEST 34TH STREET, 9TH FLOOR
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
100010000
Ins Broker Comm Pd 01 Amount
$3
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037299280315
Form Id
63678016
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
4020375299280060002
Ins Broker 01 Name
EMPLOYEE BENEFIT CONSULTANTS
Ins Broker 01 Street Addr
7000 S.E. FEDERAL HWY., STE. 210
Ins Broker 01 City
STUART
Ins Broker 01 State
FL
Ins Broker 01 ZIP Code
349978682
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$1
Ins Broker Fees Pd 01 Text
TPA COMPENSATION
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
84037299280315
Form Id
63678016
Schedule A EIN
65-0381086
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
GAP-B3-UT40
Ins Prsn Covered End of year Count
12
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$3
Ins Broker Fees Total Amount
$1
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1
Pension Transfer From Amount
$18,852
Pension Other Amount
$0
Pension Total Additions Amount
$18,853
Pension Total Bal Addn Amount
$18,853
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$5
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$5
Pension End of year Bal Amount
$18,848
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$270,307$121,825 change

Balance Sheet

Beginning and end of plan year.

Total assets$148,482$270,307Increase +$121,825 (82.05%)
Total liabilities$0$0No change $0
Net assets$148,482$270,307Increase +$121,825 (82.05%)

Contributions

Employer contributions$29,529
Participant contributions$66,091
Other contributions$0

Income & Expenses

Total income$121,825
Total expenses$0
Net income$121,825
Source fields
Schedule I source fields
Filing Id
84037299280315
Schedule I EIN
65-0381086
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$148,482
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$148,482
Small plan total assets at end of year
$270,307
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$270,307
Small plan employer contributions
$29,529
Small plan participant contributions
$66,091
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$26,205
Small plan total income
$121,825
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$121,825
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0