Civic Intelligence

Daniel N. Sacks, M.D., P.A.

Plan context: Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust

EIN 20-1558281 • Boynton Beach, FL • 30 filings • 2 plans

P.O. Box 923Boynton Beach, FL 33425
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$878,430

2025 Contributions

$31,584

Historical Graphs

Total Assets Over Time

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

$3,371,203$1,685,602$0201020182025YearValue
$878,430Latest year 2025

Participants Over Time

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

530201020182025YearValue
2Latest year 2025

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
202512$878,430$31,584$15,792iApproximate average salary by contribution assumption: employee only about $394,800 at 4% or $263,200 at 6%; with 50% employer match about $263,200 at 4% or $175,467 at 6%; with 100% employer match about $197,400 at 4% or $131,600 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$878,430$31,584$15,792iApproximate average salary by contribution assumption: employee only about $394,800 at 4% or $263,200 at 6%; with 50% employer match about $263,200 at 4% or $175,467 at 6%; with 100% employer match about $197,400 at 4% or $131,600 at 6%.
202422$3,371,203$150,948$75,474iApproximate average salary by contribution assumption: employee only about $1,886,850 at 4% or $1,257,900 at 6%; with 50% employer match about $1,257,900 at 4% or $838,600 at 6%; with 100% employer match about $943,425 at 4% or $628,950 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-2$2,610,664$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$760,539$30,948$15,474iApproximate average salary by contribution assumption: employee only about $386,850 at 4% or $257,900 at 6%; with 50% employer match about $257,900 at 4% or $171,933 at 6%; with 100% employer match about $193,425 at 4% or $128,950 at 6%.
202314$586,242$28,620$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$586,242$28,620$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
202224$1,823,388$217,448$54,362iApproximate average salary by contribution assumption: employee only about $1,359,050 at 4% or $906,033 at 6%; with 50% employer match about $906,033 at 4% or $604,022 at 6%; with 100% employer match about $679,525 at 4% or $453,017 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$1,383,260$148,970$37,243iApproximate average salary by contribution assumption: employee only about $931,063 at 4% or $620,708 at 6%; with 50% employer match about $620,708 at 4% or $413,806 at 6%; with 100% employer match about $465,531 at 4% or $310,354 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$440,128$68,478$17,120iApproximate average salary by contribution assumption: employee only about $427,988 at 4% or $285,325 at 6%; with 50% employer match about $285,325 at 4% or $190,217 at 6%; with 100% employer match about $213,994 at 4% or $142,663 at 6%.
202124$2,713,554$180,243$45,061iApproximate average salary by contribution assumption: employee only about $1,126,519 at 4% or $751,013 at 6%; with 50% employer match about $751,013 at 4% or $500,675 at 6%; with 100% employer match about $563,259 at 4% or $375,506 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$2,074,855$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$638,699$60,243$15,061iApproximate average salary by contribution assumption: employee only about $376,519 at 4% or $251,013 at 6%; with 50% employer match about $251,013 at 4% or $167,342 at 6%; with 100% employer match about $188,259 at 4% or $125,506 at 6%.
202024$2,368,597$188,120$47,030iApproximate average salary by contribution assumption: employee only about $1,175,750 at 4% or $783,833 at 6%; with 50% employer match about $783,833 at 4% or $522,556 at 6%; with 100% employer match about $587,875 at 4% or $391,917 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$1,833,405$130,341$32,585iApproximate average salary by contribution assumption: employee only about $814,631 at 4% or $543,088 at 6%; with 50% employer match about $543,088 at 4% or $362,058 at 6%; with 100% employer match about $407,316 at 4% or $271,544 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$535,192$57,779$14,445iApproximate average salary by contribution assumption: employee only about $361,119 at 4% or $240,746 at 6%; with 50% employer match about $240,746 at 4% or $160,497 at 6%; with 100% employer match about $180,559 at 4% or $120,373 at 6%.
201924$2,206,411$223,803$55,951iApproximate average salary by contribution assumption: employee only about $1,398,769 at 4% or $932,513 at 6%; with 50% employer match about $932,513 at 4% or $621,675 at 6%; with 100% employer match about $699,384 at 4% or $466,256 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$1,729,494$166,202$41,551iApproximate average salary by contribution assumption: employee only about $1,038,763 at 4% or $692,508 at 6%; with 50% employer match about $692,508 at 4% or $461,672 at 6%; with 100% employer match about $519,381 at 4% or $346,254 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$476,917$57,601$14,400iApproximate average salary by contribution assumption: employee only about $360,006 at 4% or $240,004 at 6%; with 50% employer match about $240,004 at 4% or $160,003 at 6%; with 100% employer match about $180,003 at 4% or $120,002 at 6%.
201825$1,488,934$201,465$40,293iApproximate average salary by contribution assumption: employee only about $1,007,325 at 4% or $671,550 at 6%; with 50% employer match about $671,550 at 4% or $447,700 at 6%; with 100% employer match about $503,663 at 4% or $335,775 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$1,176,065$155,000$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-5$312,869$46,465$9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,883 at 6%; with 50% employer match about $154,883 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%.
201725$1,495,740$176,231$35,246iApproximate average salary by contribution assumption: employee only about $881,155 at 4% or $587,437 at 6%; with 50% employer match about $587,437 at 4% or $391,624 at 6%; with 100% employer match about $440,577 at 4% or $293,718 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-5$1,194,678$130,190$26,038iApproximate average salary by contribution assumption: employee only about $650,950 at 4% or $433,967 at 6%; with 50% employer match about $433,967 at 4% or $289,311 at 6%; with 100% employer match about $325,475 at 4% or $216,983 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-5$301,062$46,041$9,208iApproximate average salary by contribution assumption: employee only about $230,205 at 4% or $153,470 at 6%; with 50% employer match about $153,470 at 4% or $102,313 at 6%; with 100% employer match about $115,103 at 4% or $76,735 at 6%.
201625$1,178,719$176,404$35,281iApproximate average salary by contribution assumption: employee only about $882,020 at 4% or $588,013 at 6%; with 50% employer match about $588,013 at 4% or $392,009 at 6%; with 100% employer match about $441,010 at 4% or $294,007 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$954,179$130,189$32,547iApproximate average salary by contribution assumption: employee only about $813,681 at 4% or $542,454 at 6%; with 50% employer match about $542,454 at 4% or $361,636 at 6%; with 100% employer match about $406,841 at 4% or $271,227 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-5$224,540$46,215$9,243iApproximate average salary by contribution assumption: employee only about $231,075 at 4% or $154,050 at 6%; with 50% employer match about $154,050 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
201524$885,071$178,549$44,637iApproximate average salary by contribution assumption: employee only about $1,115,931 at 4% or $743,954 at 6%; with 50% employer match about $743,954 at 4% or $495,969 at 6%; with 100% employer match about $557,966 at 4% or $371,977 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-4$722,414$131,376$32,844iApproximate average salary by contribution assumption: employee only about $821,100 at 4% or $547,400 at 6%; with 50% employer match about $547,400 at 4% or $364,933 at 6%; with 100% employer match about $410,550 at 4% or $273,700 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$162,657$47,173$11,793iApproximate average salary by contribution assumption: employee only about $294,831 at 4% or $196,554 at 6%; with 50% employer match about $196,554 at 4% or $131,036 at 6%; with 100% employer match about $147,416 at 4% or $98,277 at 6%.
201423$688,917$173,889$57,963iApproximate average salary by contribution assumption: employee only about $1,449,075 at 4% or $966,050 at 6%; with 50% employer match about $966,050 at 4% or $644,033 at 6%; with 100% employer match about $724,538 at 4% or $483,025 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-3$557,690$150,378$50,126iApproximate average salary by contribution assumption: employee only about $1,253,150 at 4% or $835,433 at 6%; with 50% employer match about $835,433 at 4% or $556,956 at 6%; with 100% employer match about $626,575 at 4% or $417,717 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$131,227$23,511$7,837iApproximate average salary by contribution assumption: employee only about $195,925 at 4% or $130,617 at 6%; with 50% employer match about $130,617 at 4% or $87,078 at 6%; with 100% employer match about $97,963 at 4% or $65,308 at 6%.
201323$494,250$177,134$59,045iApproximate average salary by contribution assumption: employee only about $1,476,117 at 4% or $984,078 at 6%; with 50% employer match about $984,078 at 4% or $656,052 at 6%; with 100% employer match about $738,058 at 4% or $492,039 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-3$396,214$150,612$50,204iApproximate average salary by contribution assumption: employee only about $1,255,100 at 4% or $836,733 at 6%; with 50% employer match about $836,733 at 4% or $557,822 at 6%; with 100% employer match about $627,550 at 4% or $418,367 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$98,036$26,522$8,841iApproximate average salary by contribution assumption: employee only about $221,017 at 4% or $147,344 at 6%; with 50% employer match about $147,344 at 4% or $98,230 at 6%; with 100% employer match about $110,508 at 4% or $73,672 at 6%.
201223$305,614$94,390$31,463iApproximate average salary by contribution assumption: employee only about $786,583 at 4% or $524,389 at 6%; with 50% employer match about $524,389 at 4% or $349,593 at 6%; with 100% employer match about $393,292 at 4% or $262,194 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-3$241,675$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$63,939$21,890$7,297iApproximate average salary by contribution assumption: employee only about $182,417 at 4% or $121,611 at 6%; with 50% employer match about $121,611 at 4% or $81,074 at 6%; with 100% employer match about $91,208 at 4% or $60,806 at 6%.
201123$222,296$128,390$42,797iApproximate average salary by contribution assumption: employee only about $1,069,917 at 4% or $713,278 at 6%; with 50% employer match about $713,278 at 4% or $475,519 at 6%; with 100% employer match about $534,958 at 4% or $356,639 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-3$175,776$107,000$35,667iApproximate average salary by contribution assumption: employee only about $891,667 at 4% or $594,444 at 6%; with 50% employer match about $594,444 at 4% or $396,296 at 6%; with 100% employer match about $445,833 at 4% or $297,222 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$46,520$21,390$7,130iApproximate average salary by contribution assumption: employee only about $178,250 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,125 at 4% or $59,417 at 6%.
201022$82,997$89,988$44,994iApproximate average salary by contribution assumption: employee only about $1,124,850 at 4% or $749,900 at 6%; with 50% employer match about $749,900 at 4% or $499,933 at 6%; with 100% employer match about $562,425 at 4% or $374,950 at 6%.
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST-2$60,430$67,421$33,711iApproximate average salary by contribution assumption: employee only about $842,763 at 4% or $561,842 at 6%; with 50% employer match about $561,842 at 4% or $374,561 at 6%; with 100% employer match about $421,381 at 4% or $280,921 at 6%.
Daniel N. Sacks, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2$22,567$22,567$11,284iApproximate average salary by contribution assumption: employee only about $282,088 at 4% or $188,058 at 6%; with 50% employer match about $188,058 at 4% or $125,372 at 6%; with 100% employer match about $141,044 at 4% or $94,029 at 6%.