Civic Intelligence

Dr. Jose J. Pozo, Pa

Plan context: Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust

EIN 20-1351252 • Port St. Lucie, FL • 14 filings • 1 plans

7389 Reserve Creek DrivePort St. Lucie, FL 34986
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,185,822

2024 Contributions

$109,535

Historical Graphs

Total Assets Over Time

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

$2,185,822$1,092,911$0201120182024YearValue
$2,185,822Latest year 2024

Participants Over Time

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

630201120182024YearValue
5Latest 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
202415$2,185,822$109,535$21,907iApproximate average salary by contribution assumption: employee only about $547,675 at 4% or $365,117 at 6%; with 50% employer match about $365,117 at 4% or $243,411 at 6%; with 100% employer match about $273,838 at 4% or $182,558 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$2,185,822$109,535$21,907iApproximate average salary by contribution assumption: employee only about $547,675 at 4% or $365,117 at 6%; with 50% employer match about $365,117 at 4% or $243,411 at 6%; with 100% employer match about $273,838 at 4% or $182,558 at 6%.
202315$1,707,006$115,924$23,185iApproximate average salary by contribution assumption: employee only about $579,620 at 4% or $386,413 at 6%; with 50% employer match about $386,413 at 4% or $257,609 at 6%; with 100% employer match about $289,810 at 4% or $193,207 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$1,707,006$115,924$23,185iApproximate average salary by contribution assumption: employee only about $579,620 at 4% or $386,413 at 6%; with 50% employer match about $386,413 at 4% or $257,609 at 6%; with 100% employer match about $289,810 at 4% or $193,207 at 6%.
202216$1,548,910$106,796$17,799iApproximate average salary by contribution assumption: employee only about $444,983 at 4% or $296,656 at 6%; with 50% employer match about $296,656 at 4% or $197,770 at 6%; with 100% employer match about $222,492 at 4% or $148,328 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$1,548,910$106,796$17,799iApproximate average salary by contribution assumption: employee only about $444,983 at 4% or $296,656 at 6%; with 50% employer match about $296,656 at 4% or $197,770 at 6%; with 100% employer match about $222,492 at 4% or $148,328 at 6%.
202116$1,631,791$101,028$16,838iApproximate average salary by contribution assumption: employee only about $420,950 at 4% or $280,633 at 6%; with 50% employer match about $280,633 at 4% or $187,089 at 6%; with 100% employer match about $210,475 at 4% or $140,317 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$1,631,791$101,028$16,838iApproximate average salary by contribution assumption: employee only about $420,950 at 4% or $280,633 at 6%; with 50% employer match about $280,633 at 4% or $187,089 at 6%; with 100% employer match about $210,475 at 4% or $140,317 at 6%.
202016$1,413,772$101,162$16,860iApproximate average salary by contribution assumption: employee only about $421,508 at 4% or $281,006 at 6%; with 50% employer match about $281,006 at 4% or $187,337 at 6%; with 100% employer match about $210,754 at 4% or $140,503 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$1,413,772$101,162$16,860iApproximate average salary by contribution assumption: employee only about $421,508 at 4% or $281,006 at 6%; with 50% employer match about $281,006 at 4% or $187,337 at 6%; with 100% employer match about $210,754 at 4% or $140,503 at 6%.
201916$1,232,179$103,293$17,216iApproximate average salary by contribution assumption: employee only about $430,388 at 4% or $286,925 at 6%; with 50% employer match about $286,925 at 4% or $191,283 at 6%; with 100% employer match about $215,194 at 4% or $143,463 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$1,232,179$103,293$17,216iApproximate average salary by contribution assumption: employee only about $430,388 at 4% or $286,925 at 6%; with 50% employer match about $286,925 at 4% or $191,283 at 6%; with 100% employer match about $215,194 at 4% or $143,463 at 6%.
201816$1,006,402$101,093$16,849iApproximate average salary by contribution assumption: employee only about $421,221 at 4% or $280,814 at 6%; with 50% employer match about $280,814 at 4% or $187,209 at 6%; with 100% employer match about $210,610 at 4% or $140,407 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$1,006,402$101,093$16,849iApproximate average salary by contribution assumption: employee only about $421,221 at 4% or $280,814 at 6%; with 50% employer match about $280,814 at 4% or $187,209 at 6%; with 100% employer match about $210,610 at 4% or $140,407 at 6%.
201716$947,588$100,070$16,678iApproximate average salary by contribution assumption: employee only about $416,958 at 4% or $277,972 at 6%; with 50% employer match about $277,972 at 4% or $185,315 at 6%; with 100% employer match about $208,479 at 4% or $138,986 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$947,588$100,070$16,678iApproximate average salary by contribution assumption: employee only about $416,958 at 4% or $277,972 at 6%; with 50% employer match about $277,972 at 4% or $185,315 at 6%; with 100% employer match about $208,479 at 4% or $138,986 at 6%.
201616$788,160$100,690$16,782iApproximate average salary by contribution assumption: employee only about $419,542 at 4% or $279,694 at 6%; with 50% employer match about $279,694 at 4% or $186,463 at 6%; with 100% employer match about $209,771 at 4% or $139,847 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$788,160$100,690$16,782iApproximate average salary by contribution assumption: employee only about $419,542 at 4% or $279,694 at 6%; with 50% employer match about $279,694 at 4% or $186,463 at 6%; with 100% employer match about $209,771 at 4% or $139,847 at 6%.
201516$671,597$98,411$16,402iApproximate average salary by contribution assumption: employee only about $410,046 at 4% or $273,364 at 6%; with 50% employer match about $273,364 at 4% or $182,243 at 6%; with 100% employer match about $205,023 at 4% or $136,682 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-6$671,597$98,411$16,402iApproximate average salary by contribution assumption: employee only about $410,046 at 4% or $273,364 at 6%; with 50% employer match about $273,364 at 4% or $182,243 at 6%; with 100% employer match about $205,023 at 4% or $136,682 at 6%.
201415$581,320$93,075$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$581,320$93,075$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
201315$463,405$86,048$17,210iApproximate average salary by contribution assumption: employee only about $430,240 at 4% or $286,827 at 6%; with 50% employer match about $286,827 at 4% or $191,218 at 6%; with 100% employer match about $215,120 at 4% or $143,413 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$463,405$86,048$17,210iApproximate average salary by contribution assumption: employee only about $430,240 at 4% or $286,827 at 6%; with 50% employer match about $286,827 at 4% or $191,218 at 6%; with 100% employer match about $215,120 at 4% or $143,413 at 6%.
201215$353,236$85,059$17,012iApproximate average salary by contribution assumption: employee only about $425,295 at 4% or $283,530 at 6%; with 50% employer match about $283,530 at 4% or $189,020 at 6%; with 100% employer match about $212,648 at 4% or $141,765 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$353,236$85,059$17,012iApproximate average salary by contribution assumption: employee only about $425,295 at 4% or $283,530 at 6%; with 50% employer match about $283,530 at 4% or $189,020 at 6%; with 100% employer match about $212,648 at 4% or $141,765 at 6%.
201115$255,723$98,567$19,713iApproximate average salary by contribution assumption: employee only about $492,835 at 4% or $328,557 at 6%; with 50% employer match about $328,557 at 4% or $219,038 at 6%; with 100% employer match about $246,418 at 4% or $164,278 at 6%.
Dr. Jose J. Pozo, Pa 401K Profit Sharing Plan and Trust-5$255,723$98,567$19,713iApproximate average salary by contribution assumption: employee only about $492,835 at 4% or $328,557 at 6%; with 50% employer match about $328,557 at 4% or $219,038 at 6%; with 100% employer match about $246,418 at 4% or $164,278 at 6%.