Civic Intelligence

Harllee & Bald, P.A.

Plan context: Harllee & Bald, P.A. 401(K) Savings Plan

EIN 65-1134996 • Bradenton, FL • 23 filings • 4 plans

202 Old Main StreetBradenton, FL 34205
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,537,641

2024 Contributions

$206,656

Historical Graphs

Total Assets Over Time

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

$5,537,641$2,768,821$0200220132024YearValue
$5,537,641Latest year 2024

Participants Over Time

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

1370200220132024YearValue
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$5,537,641$206,656$25,832iApproximate average salary by contribution assumption: employee only about $645,800 at 4% or $430,533 at 6%; with 50% employer match about $430,533 at 4% or $287,022 at 6%; with 100% employer match about $322,900 at 4% or $215,267 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-8$5,537,641$206,656$25,832iApproximate average salary by contribution assumption: employee only about $645,800 at 4% or $430,533 at 6%; with 50% employer match about $430,533 at 4% or $287,022 at 6%; with 100% employer match about $322,900 at 4% or $215,267 at 6%.
202319$4,590,322$169,063$18,785iApproximate average salary by contribution assumption: employee only about $469,619 at 4% or $313,080 at 6%; with 50% employer match about $313,080 at 4% or $208,720 at 6%; with 100% employer match about $234,810 at 4% or $156,540 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-9$4,590,322$169,063$18,785iApproximate average salary by contribution assumption: employee only about $469,619 at 4% or $313,080 at 6%; with 50% employer match about $313,080 at 4% or $208,720 at 6%; with 100% employer match about $234,810 at 4% or $156,540 at 6%.
2022110$3,775,487$156,229$15,623iApproximate average salary by contribution assumption: employee only about $390,573 at 4% or $260,382 at 6%; with 50% employer match about $260,382 at 4% or $173,588 at 6%; with 100% employer match about $195,286 at 4% or $130,191 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-10$3,775,487$156,229$15,623iApproximate average salary by contribution assumption: employee only about $390,573 at 4% or $260,382 at 6%; with 50% employer match about $260,382 at 4% or $173,588 at 6%; with 100% employer match about $195,286 at 4% or $130,191 at 6%.
202119$4,182,376$145,001$16,111iApproximate average salary by contribution assumption: employee only about $402,781 at 4% or $268,520 at 6%; with 50% employer match about $268,520 at 4% or $179,014 at 6%; with 100% employer match about $201,390 at 4% or $134,260 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-9$4,182,376$145,001$16,111iApproximate average salary by contribution assumption: employee only about $402,781 at 4% or $268,520 at 6%; with 50% employer match about $268,520 at 4% or $179,014 at 6%; with 100% employer match about $201,390 at 4% or $134,260 at 6%.
2020110$3,681,650$144,532$14,453iApproximate average salary by contribution assumption: employee only about $361,330 at 4% or $240,887 at 6%; with 50% employer match about $240,887 at 4% or $160,591 at 6%; with 100% employer match about $180,665 at 4% or $120,443 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-10$3,681,650$144,532$14,453iApproximate average salary by contribution assumption: employee only about $361,330 at 4% or $240,887 at 6%; with 50% employer match about $240,887 at 4% or $160,591 at 6%; with 100% employer match about $180,665 at 4% or $120,443 at 6%.
2019110$3,188,169$136,859$13,686iApproximate average salary by contribution assumption: employee only about $342,148 at 4% or $228,098 at 6%; with 50% employer match about $228,098 at 4% or $152,066 at 6%; with 100% employer match about $171,074 at 4% or $114,049 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-10$3,188,169$136,859$13,686iApproximate average salary by contribution assumption: employee only about $342,148 at 4% or $228,098 at 6%; with 50% employer match about $228,098 at 4% or $152,066 at 6%; with 100% employer match about $171,074 at 4% or $114,049 at 6%.
2018111$2,493,810$121,471$11,043iApproximate average salary by contribution assumption: employee only about $276,070 at 4% or $184,047 at 6%; with 50% employer match about $184,047 at 4% or $122,698 at 6%; with 100% employer match about $138,035 at 4% or $92,023 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$2,493,810$121,471$11,043iApproximate average salary by contribution assumption: employee only about $276,070 at 4% or $184,047 at 6%; with 50% employer match about $184,047 at 4% or $122,698 at 6%; with 100% employer match about $138,035 at 4% or $92,023 at 6%.
2017111$2,618,098$148,251$13,477iApproximate average salary by contribution assumption: employee only about $336,934 at 4% or $224,623 at 6%; with 50% employer match about $224,623 at 4% or $149,748 at 6%; with 100% employer match about $168,467 at 4% or $112,311 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$2,618,098$148,251$13,477iApproximate average salary by contribution assumption: employee only about $336,934 at 4% or $224,623 at 6%; with 50% employer match about $224,623 at 4% or $149,748 at 6%; with 100% employer match about $168,467 at 4% or $112,311 at 6%.
2016111$3,486,770$150,429$13,675iApproximate average salary by contribution assumption: employee only about $341,884 at 4% or $227,923 at 6%; with 50% employer match about $227,923 at 4% or $151,948 at 6%; with 100% employer match about $170,942 at 4% or $113,961 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$3,486,770$150,429$13,675iApproximate average salary by contribution assumption: employee only about $341,884 at 4% or $227,923 at 6%; with 50% employer match about $227,923 at 4% or $151,948 at 6%; with 100% employer match about $170,942 at 4% or $113,961 at 6%.
2015113$3,285,089$156,566$12,044iApproximate average salary by contribution assumption: employee only about $301,088 at 4% or $200,726 at 6%; with 50% employer match about $200,726 at 4% or $133,817 at 6%; with 100% employer match about $150,544 at 4% or $100,363 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-13$3,285,089$156,566$12,044iApproximate average salary by contribution assumption: employee only about $301,088 at 4% or $200,726 at 6%; with 50% employer match about $200,726 at 4% or $133,817 at 6%; with 100% employer match about $150,544 at 4% or $100,363 at 6%.
2014111$3,232,318$134,687$12,244iApproximate average salary by contribution assumption: employee only about $306,107 at 4% or $204,071 at 6%; with 50% employer match about $204,071 at 4% or $136,047 at 6%; with 100% employer match about $153,053 at 4% or $102,036 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$3,232,318$134,687$12,244iApproximate average salary by contribution assumption: employee only about $306,107 at 4% or $204,071 at 6%; with 50% employer match about $204,071 at 4% or $136,047 at 6%; with 100% employer match about $153,053 at 4% or $102,036 at 6%.
2013112$3,038,646$141,727$11,811iApproximate average salary by contribution assumption: employee only about $295,265 at 4% or $196,843 at 6%; with 50% employer match about $196,843 at 4% or $131,229 at 6%; with 100% employer match about $147,632 at 4% or $98,422 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-12$3,038,646$141,727$11,811iApproximate average salary by contribution assumption: employee only about $295,265 at 4% or $196,843 at 6%; with 50% employer match about $196,843 at 4% or $131,229 at 6%; with 100% employer match about $147,632 at 4% or $98,422 at 6%.
2012113$2,526,244$142,421$10,955iApproximate average salary by contribution assumption: employee only about $273,887 at 4% or $182,591 at 6%; with 50% employer match about $182,591 at 4% or $121,727 at 6%; with 100% employer match about $136,943 at 4% or $91,296 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-13$2,526,244$142,421$10,955iApproximate average salary by contribution assumption: employee only about $273,887 at 4% or $182,591 at 6%; with 50% employer match about $182,591 at 4% or $121,727 at 6%; with 100% employer match about $136,943 at 4% or $91,296 at 6%.
2011113$2,147,170$129,205$9,939iApproximate average salary by contribution assumption: employee only about $248,471 at 4% or $165,647 at 6%; with 50% employer match about $165,647 at 4% or $110,432 at 6%; with 100% employer match about $124,236 at 4% or $82,824 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-13$2,147,170$129,205$9,939iApproximate average salary by contribution assumption: employee only about $248,471 at 4% or $165,647 at 6%; with 50% employer match about $165,647 at 4% or $110,432 at 6%; with 100% employer match about $124,236 at 4% or $82,824 at 6%.
2010113$2,065,329$117,980$9,075iApproximate average salary by contribution assumption: employee only about $226,885 at 4% or $151,256 at 6%; with 50% employer match about $151,256 at 4% or $100,838 at 6%; with 100% employer match about $113,442 at 4% or $75,628 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-13$2,065,329$117,980$9,075iApproximate average salary by contribution assumption: employee only about $226,885 at 4% or $151,256 at 6%; with 50% employer match about $151,256 at 4% or $100,838 at 6%; with 100% employer match about $113,442 at 4% or $75,628 at 6%.
2009112$1,716,483$111,518$9,293iApproximate average salary by contribution assumption: employee only about $232,329 at 4% or $154,886 at 6%; with 50% employer match about $154,886 at 4% or $103,257 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-12$1,716,483$111,518$9,293iApproximate average salary by contribution assumption: employee only about $232,329 at 4% or $154,886 at 6%; with 50% employer match about $154,886 at 4% or $103,257 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
2008111$1,221,549$115,057$10,460iApproximate average salary by contribution assumption: employee only about $261,493 at 4% or $174,329 at 6%; with 50% employer match about $174,329 at 4% or $116,219 at 6%; with 100% employer match about $130,747 at 4% or $87,164 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$1,221,549$115,057$10,460iApproximate average salary by contribution assumption: employee only about $261,493 at 4% or $174,329 at 6%; with 50% employer match about $174,329 at 4% or $116,219 at 6%; with 100% employer match about $130,747 at 4% or $87,164 at 6%.
2007111$1,728,884$103,301$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-11$1,728,884$103,301$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.
2006110$1,465,904$84,575$8,458iApproximate average salary by contribution assumption: employee only about $211,438 at 4% or $140,958 at 6%; with 50% employer match about $140,958 at 4% or $93,972 at 6%; with 100% employer match about $105,719 at 4% or $70,479 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-10$1,465,904$84,575$8,458iApproximate average salary by contribution assumption: employee only about $211,438 at 4% or $140,958 at 6%; with 50% employer match about $140,958 at 4% or $93,972 at 6%; with 100% employer match about $105,719 at 4% or $70,479 at 6%.
200518$1,197,028$58,685$7,336iApproximate average salary by contribution assumption: employee only about $183,391 at 4% or $122,260 at 6%; with 50% employer match about $122,260 at 4% or $81,507 at 6%; with 100% employer match about $91,695 at 4% or $61,130 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-8$1,197,028$58,685$7,336iApproximate average salary by contribution assumption: employee only about $183,391 at 4% or $122,260 at 6%; with 50% employer match about $122,260 at 4% or $81,507 at 6%; with 100% employer match about $91,695 at 4% or $61,130 at 6%.
200415$1,032,503$48,924$9,785iApproximate average salary by contribution assumption: employee only about $244,620 at 4% or $163,080 at 6%; with 50% employer match about $163,080 at 4% or $108,720 at 6%; with 100% employer match about $122,310 at 4% or $81,540 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-5$1,032,503$48,924$9,785iApproximate average salary by contribution assumption: employee only about $244,620 at 4% or $163,080 at 6%; with 50% employer match about $163,080 at 4% or $108,720 at 6%; with 100% employer match about $122,310 at 4% or $81,540 at 6%.
200316$890,041$223,781$37,297iApproximate average salary by contribution assumption: employee only about $932,421 at 4% or $621,614 at 6%; with 50% employer match about $621,614 at 4% or $414,409 at 6%; with 100% employer match about $466,210 at 4% or $310,807 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-6$890,041$223,781$37,297iApproximate average salary by contribution assumption: employee only about $932,421 at 4% or $621,614 at 6%; with 50% employer match about $621,614 at 4% or $414,409 at 6%; with 100% employer match about $466,210 at 4% or $310,807 at 6%.
200217$496,572$510,958$72,994iApproximate average salary by contribution assumption: employee only about $1,824,850 at 4% or $1,216,567 at 6%; with 50% employer match about $1,216,567 at 4% or $811,044 at 6%; with 100% employer match about $912,425 at 4% or $608,283 at 6%.
Harllee & Bald, P.A. 401(K) Savings Plan-7$496,572$510,958$72,994iApproximate average salary by contribution assumption: employee only about $1,824,850 at 4% or $1,216,567 at 6%; with 50% employer match about $1,216,567 at 4% or $811,044 at 6%; with 100% employer match about $912,425 at 4% or $608,283 at 6%.