Civic Intelligence

Rafael Beltran M D P A

Plan context: Rafael Beltran M D P a 401 K Profit Sharing Plan Trust

EIN 16-1663774 • Saint Petersburg, FL • 17 filings • 4 plans

4777 Royal Palm Cir NESaint Petersburg, FL 33703-3139
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,593,033

2024 Contributions

$55,890

Historical Graphs

Total Assets Over Time

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

$1,593,033$796,517$0200820162024YearValue
$1,593,033Latest year 2024

Participants Over Time

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

630200820162024YearValue
4Latest 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
202414$1,593,033$55,890$13,973iApproximate average salary by contribution assumption: employee only about $349,313 at 4% or $232,875 at 6%; with 50% employer match about $232,875 at 4% or $155,250 at 6%; with 100% employer match about $174,656 at 4% or $116,438 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-4$1,593,033$55,890$13,973iApproximate average salary by contribution assumption: employee only about $349,313 at 4% or $232,875 at 6%; with 50% employer match about $232,875 at 4% or $155,250 at 6%; with 100% employer match about $174,656 at 4% or $116,438 at 6%.
202315$1,347,034$57,040$11,408iApproximate average salary by contribution assumption: employee only about $285,200 at 4% or $190,133 at 6%; with 50% employer match about $190,133 at 4% or $126,756 at 6%; with 100% employer match about $142,600 at 4% or $95,067 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$1,347,034$57,040$11,408iApproximate average salary by contribution assumption: employee only about $285,200 at 4% or $190,133 at 6%; with 50% employer match about $190,133 at 4% or $126,756 at 6%; with 100% employer match about $142,600 at 4% or $95,067 at 6%.
202214$1,109,385$51,580$12,895iApproximate average salary by contribution assumption: employee only about $322,375 at 4% or $214,917 at 6%; with 50% employer match about $214,917 at 4% or $143,278 at 6%; with 100% employer match about $161,188 at 4% or $107,458 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-4$1,109,385$51,580$12,895iApproximate average salary by contribution assumption: employee only about $322,375 at 4% or $214,917 at 6%; with 50% employer match about $214,917 at 4% or $143,278 at 6%; with 100% employer match about $161,188 at 4% or $107,458 at 6%.
202116$1,261,287$47,343$7,891iApproximate average salary by contribution assumption: employee only about $197,263 at 4% or $131,508 at 6%; with 50% employer match about $131,508 at 4% or $87,672 at 6%; with 100% employer match about $98,631 at 4% or $65,754 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-6$1,261,287$47,343$7,891iApproximate average salary by contribution assumption: employee only about $197,263 at 4% or $131,508 at 6%; with 50% employer match about $131,508 at 4% or $87,672 at 6%; with 100% employer match about $98,631 at 4% or $65,754 at 6%.
202015$1,049,040$47,956$9,591iApproximate average salary by contribution assumption: employee only about $239,780 at 4% or $159,853 at 6%; with 50% employer match about $159,853 at 4% or $106,569 at 6%; with 100% employer match about $119,890 at 4% or $79,927 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$1,049,040$47,956$9,591iApproximate average salary by contribution assumption: employee only about $239,780 at 4% or $159,853 at 6%; with 50% employer match about $159,853 at 4% or $106,569 at 6%; with 100% employer match about $119,890 at 4% or $79,927 at 6%.
201914$892,503$48,303$12,076iApproximate average salary by contribution assumption: employee only about $301,894 at 4% or $201,263 at 6%; with 50% employer match about $201,263 at 4% or $134,175 at 6%; with 100% employer match about $150,947 at 4% or $100,631 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-4$892,503$48,303$12,076iApproximate average salary by contribution assumption: employee only about $301,894 at 4% or $201,263 at 6%; with 50% employer match about $201,263 at 4% or $134,175 at 6%; with 100% employer match about $150,947 at 4% or $100,631 at 6%.
201815$701,095$49,615$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$701,095$49,615$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
201715$699,213$49,009$9,802iApproximate average salary by contribution assumption: employee only about $245,045 at 4% or $163,363 at 6%; with 50% employer match about $163,363 at 4% or $108,909 at 6%; with 100% employer match about $122,522 at 4% or $81,682 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$699,213$49,009$9,802iApproximate average salary by contribution assumption: employee only about $245,045 at 4% or $163,363 at 6%; with 50% employer match about $163,363 at 4% or $108,909 at 6%; with 100% employer match about $122,522 at 4% or $81,682 at 6%.
201615$560,699$48,594$9,719iApproximate average salary by contribution assumption: employee only about $242,970 at 4% or $161,980 at 6%; with 50% employer match about $161,980 at 4% or $107,987 at 6%; with 100% employer match about $121,485 at 4% or $80,990 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$560,699$48,594$9,719iApproximate average salary by contribution assumption: employee only about $242,970 at 4% or $161,980 at 6%; with 50% employer match about $161,980 at 4% or $107,987 at 6%; with 100% employer match about $121,485 at 4% or $80,990 at 6%.
201515$492,622$48,691$9,738iApproximate average salary by contribution assumption: employee only about $243,455 at 4% or $162,303 at 6%; with 50% employer match about $162,303 at 4% or $108,202 at 6%; with 100% employer match about $121,728 at 4% or $81,152 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-5$492,622$48,691$9,738iApproximate average salary by contribution assumption: employee only about $243,455 at 4% or $162,303 at 6%; with 50% employer match about $162,303 at 4% or $108,202 at 6%; with 100% employer match about $121,728 at 4% or $81,152 at 6%.
201413$437,088$44,570$14,857iApproximate average salary by contribution assumption: employee only about $371,417 at 4% or $247,611 at 6%; with 50% employer match about $247,611 at 4% or $165,074 at 6%; with 100% employer match about $185,708 at 4% or $123,806 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-3$437,088$44,570$14,857iApproximate average salary by contribution assumption: employee only about $371,417 at 4% or $247,611 at 6%; with 50% employer match about $247,611 at 4% or $165,074 at 6%; with 100% employer match about $185,708 at 4% or $123,806 at 6%.
201313$361,274$43,677$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-3$361,274$43,677$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
201213$240,563$39,700$13,233iApproximate average salary by contribution assumption: employee only about $330,833 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,037 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-3$240,563$39,700$13,233iApproximate average salary by contribution assumption: employee only about $330,833 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,037 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%.
201112$171,753$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-2$171,753$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
201012$146,989$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-2$146,989$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200912$90,777$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-2$90,777$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200813$34,984$42,879$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.
Rafael Beltran M D P a 401 K Profit Sharing Plan Trust-3$34,984$42,879$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.