Civic Intelligence

Julia Helena Cosma, M.D., P.A.

Plan context: Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust

EIN 04-3632138 • Clearwater, FL • 15 filings • 2 plans

1305 South Fort Harrison AvenueSuite FClearwater, FL 33756-3301
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$1,139,242

2020 Contributions

$50,082

Historical Graphs

Total Assets Over Time

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

$1,139,242$569,621$0200420132019YearValue
$1,139,242Latest year 2019

Participants Over Time

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

420200420132019YearValue
1Latest year 2019

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
202010$0$0-
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-0$0--
201911$1,139,242$0-
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-1$1,139,242--
201813$884,396$0-
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$884,396--
201713$914,037$0-
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$914,037--
201614$792,259$50,082$12,521iApproximate average salary by contribution assumption: employee only about $313,013 at 4% or $208,675 at 6%; with 50% employer match about $208,675 at 4% or $139,117 at 6%; with 100% employer match about $156,506 at 4% or $104,338 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$792,259$50,082$12,521iApproximate average salary by contribution assumption: employee only about $313,013 at 4% or $208,675 at 6%; with 50% employer match about $208,675 at 4% or $139,117 at 6%; with 100% employer match about $156,506 at 4% or $104,338 at 6%.
201514$662,853$57,673$14,418iApproximate average salary by contribution assumption: employee only about $360,456 at 4% or $240,304 at 6%; with 50% employer match about $240,304 at 4% or $160,203 at 6%; with 100% employer match about $180,228 at 4% or $120,152 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$662,853$57,673$14,418iApproximate average salary by contribution assumption: employee only about $360,456 at 4% or $240,304 at 6%; with 50% employer match about $240,304 at 4% or $160,203 at 6%; with 100% employer match about $180,228 at 4% or $120,152 at 6%.
201414$628,554$47,872$11,968iApproximate average salary by contribution assumption: employee only about $299,200 at 4% or $199,467 at 6%; with 50% employer match about $199,467 at 4% or $132,978 at 6%; with 100% employer match about $149,600 at 4% or $99,733 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$628,554$47,872$11,968iApproximate average salary by contribution assumption: employee only about $299,200 at 4% or $199,467 at 6%; with 50% employer match about $199,467 at 4% or $132,978 at 6%; with 100% employer match about $149,600 at 4% or $99,733 at 6%.
201314$547,201$57,179$14,295iApproximate average salary by contribution assumption: employee only about $357,369 at 4% or $238,246 at 6%; with 50% employer match about $238,246 at 4% or $158,831 at 6%; with 100% employer match about $178,684 at 4% or $119,123 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$547,201$57,179$14,295iApproximate average salary by contribution assumption: employee only about $357,369 at 4% or $238,246 at 6%; with 50% employer match about $238,246 at 4% or $158,831 at 6%; with 100% employer match about $178,684 at 4% or $119,123 at 6%.
201213$418,262$55,811$18,604iApproximate average salary by contribution assumption: employee only about $465,092 at 4% or $310,061 at 6%; with 50% employer match about $310,061 at 4% or $206,707 at 6%; with 100% employer match about $232,546 at 4% or $155,031 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$418,262$55,811$18,604iApproximate average salary by contribution assumption: employee only about $465,092 at 4% or $310,061 at 6%; with 50% employer match about $310,061 at 4% or $206,707 at 6%; with 100% employer match about $232,546 at 4% or $155,031 at 6%.
201114$336,902$40,862$10,216iApproximate average salary by contribution assumption: employee only about $255,388 at 4% or $170,258 at 6%; with 50% employer match about $170,258 at 4% or $113,506 at 6%; with 100% employer match about $127,694 at 4% or $85,129 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$336,902$40,862$10,216iApproximate average salary by contribution assumption: employee only about $255,388 at 4% or $170,258 at 6%; with 50% employer match about $170,258 at 4% or $113,506 at 6%; with 100% employer match about $127,694 at 4% or $85,129 at 6%.
201012$305,864$50,842$25,421iApproximate average salary by contribution assumption: employee only about $635,525 at 4% or $423,683 at 6%; with 50% employer match about $423,683 at 4% or $282,456 at 6%; with 100% employer match about $317,763 at 4% or $211,842 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$305,864$50,842$25,421iApproximate average salary by contribution assumption: employee only about $635,525 at 4% or $423,683 at 6%; with 50% employer match about $423,683 at 4% or $282,456 at 6%; with 100% employer match about $317,763 at 4% or $211,842 at 6%.
200911$240,413$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-1$240,413$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200612$144,164$56,417$28,209iApproximate average salary by contribution assumption: employee only about $705,213 at 4% or $470,142 at 6%; with 50% employer match about $470,142 at 4% or $313,428 at 6%; with 100% employer match about $352,606 at 4% or $235,071 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$144,164$56,417$28,209iApproximate average salary by contribution assumption: employee only about $705,213 at 4% or $470,142 at 6%; with 50% employer match about $470,142 at 4% or $313,428 at 6%; with 100% employer match about $352,606 at 4% or $235,071 at 6%.
200513$76,513$54,652$18,217iApproximate average salary by contribution assumption: employee only about $455,433 at 4% or $303,622 at 6%; with 50% employer match about $303,622 at 4% or $202,415 at 6%; with 100% employer match about $227,717 at 4% or $151,811 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$76,513$54,652$18,217iApproximate average salary by contribution assumption: employee only about $455,433 at 4% or $303,622 at 6%; with 50% employer match about $303,622 at 4% or $202,415 at 6%; with 100% employer match about $227,717 at 4% or $151,811 at 6%.
200412$20,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Julia Helena Cosma, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$20,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.