Civic Intelligence

Jorge O. Diaz, M.D., P.A.

Plan context: Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan

EIN 20-3337822 • Sanford, FL • 14 filings • 1 plans

5224 W. State Road 46#376Sanford, FL 32771
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,510,339

2024 Contributions

$55,105

Historical Graphs

Total Assets Over Time

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

$1,510,339$755,170$0201120182024YearValue
$1,510,339Latest year 2024

Participants Over Time

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

1160201120182024YearValue
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$1,510,339$55,105$6,888iApproximate average salary by contribution assumption: employee only about $172,203 at 4% or $114,802 at 6%; with 50% employer match about $114,802 at 4% or $76,535 at 6%; with 100% employer match about $86,102 at 4% or $57,401 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-8$1,510,339$55,105$6,888iApproximate average salary by contribution assumption: employee only about $172,203 at 4% or $114,802 at 6%; with 50% employer match about $114,802 at 4% or $76,535 at 6%; with 100% employer match about $86,102 at 4% or $57,401 at 6%.
202319$1,373,722$82,876$9,208iApproximate average salary by contribution assumption: employee only about $230,211 at 4% or $153,474 at 6%; with 50% employer match about $153,474 at 4% or $102,316 at 6%; with 100% employer match about $115,106 at 4% or $76,737 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-9$1,373,722$82,876$9,208iApproximate average salary by contribution assumption: employee only about $230,211 at 4% or $153,474 at 6%; with 50% employer match about $153,474 at 4% or $102,316 at 6%; with 100% employer match about $115,106 at 4% or $76,737 at 6%.
2022111$1,097,957$69,889$6,354iApproximate average salary by contribution assumption: employee only about $158,839 at 4% or $105,892 at 6%; with 50% employer match about $105,892 at 4% or $70,595 at 6%; with 100% employer match about $79,419 at 4% or $52,946 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-11$1,097,957$69,889$6,354iApproximate average salary by contribution assumption: employee only about $158,839 at 4% or $105,892 at 6%; with 50% employer match about $105,892 at 4% or $70,595 at 6%; with 100% employer match about $79,419 at 4% or $52,946 at 6%.
2021110$1,216,653$33,002$3,300iApproximate average salary by contribution assumption: employee only about $82,505 at 4% or $55,003 at 6%; with 50% employer match about $55,003 at 4% or $36,669 at 6%; with 100% employer match about $41,253 at 4% or $27,502 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-10$1,216,653$33,002$3,300iApproximate average salary by contribution assumption: employee only about $82,505 at 4% or $55,003 at 6%; with 50% employer match about $55,003 at 4% or $36,669 at 6%; with 100% employer match about $41,253 at 4% or $27,502 at 6%.
202018$1,034,139$32,190$4,024iApproximate average salary by contribution assumption: employee only about $100,594 at 4% or $67,063 at 6%; with 50% employer match about $67,063 at 4% or $44,708 at 6%; with 100% employer match about $50,297 at 4% or $33,531 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-8$1,034,139$32,190$4,024iApproximate average salary by contribution assumption: employee only about $100,594 at 4% or $67,063 at 6%; with 50% employer match about $67,063 at 4% or $44,708 at 6%; with 100% employer match about $50,297 at 4% or $33,531 at 6%.
201915$930,505$30,380$6,076iApproximate average salary by contribution assumption: employee only about $151,900 at 4% or $101,267 at 6%; with 50% employer match about $101,267 at 4% or $67,511 at 6%; with 100% employer match about $75,950 at 4% or $50,633 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-5$930,505$30,380$6,076iApproximate average salary by contribution assumption: employee only about $151,900 at 4% or $101,267 at 6%; with 50% employer match about $101,267 at 4% or $67,511 at 6%; with 100% employer match about $75,950 at 4% or $50,633 at 6%.
201812$770,367$64,144$32,072iApproximate average salary by contribution assumption: employee only about $801,800 at 4% or $534,533 at 6%; with 50% employer match about $534,533 at 4% or $356,356 at 6%; with 100% employer match about $400,900 at 4% or $267,267 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$770,367$64,144$32,072iApproximate average salary by contribution assumption: employee only about $801,800 at 4% or $534,533 at 6%; with 50% employer match about $534,533 at 4% or $356,356 at 6%; with 100% employer match about $400,900 at 4% or $267,267 at 6%.
201712$776,455$60,160$30,080iApproximate average salary by contribution assumption: employee only about $752,000 at 4% or $501,333 at 6%; with 50% employer match about $501,333 at 4% or $334,222 at 6%; with 100% employer match about $376,000 at 4% or $250,667 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$776,455$60,160$30,080iApproximate average salary by contribution assumption: employee only about $752,000 at 4% or $501,333 at 6%; with 50% employer match about $501,333 at 4% or $334,222 at 6%; with 100% employer match about $376,000 at 4% or $250,667 at 6%.
201612$616,783$58,791$29,396iApproximate average salary by contribution assumption: employee only about $734,888 at 4% or $489,925 at 6%; with 50% employer match about $489,925 at 4% or $326,617 at 6%; with 100% employer match about $367,444 at 4% or $244,963 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$616,783$58,791$29,396iApproximate average salary by contribution assumption: employee only about $734,888 at 4% or $489,925 at 6%; with 50% employer match about $489,925 at 4% or $326,617 at 6%; with 100% employer match about $367,444 at 4% or $244,963 at 6%.
201512$511,623$58,305$29,153iApproximate average salary by contribution assumption: employee only about $728,813 at 4% or $485,875 at 6%; with 50% employer match about $485,875 at 4% or $323,917 at 6%; with 100% employer match about $364,406 at 4% or $242,938 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$511,623$58,305$29,153iApproximate average salary by contribution assumption: employee only about $728,813 at 4% or $485,875 at 6%; with 50% employer match about $485,875 at 4% or $323,917 at 6%; with 100% employer match about $364,406 at 4% or $242,938 at 6%.
201412$469,711$55,657$27,829iApproximate average salary by contribution assumption: employee only about $695,713 at 4% or $463,808 at 6%; with 50% employer match about $463,808 at 4% or $309,206 at 6%; with 100% employer match about $347,856 at 4% or $231,904 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$469,711$55,657$27,829iApproximate average salary by contribution assumption: employee only about $695,713 at 4% or $463,808 at 6%; with 50% employer match about $463,808 at 4% or $309,206 at 6%; with 100% employer match about $347,856 at 4% or $231,904 at 6%.
201312$403,515$51,947$25,974iApproximate average salary by contribution assumption: employee only about $649,338 at 4% or $432,892 at 6%; with 50% employer match about $432,892 at 4% or $288,594 at 6%; with 100% employer match about $324,669 at 4% or $216,446 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$403,515$51,947$25,974iApproximate average salary by contribution assumption: employee only about $649,338 at 4% or $432,892 at 6%; with 50% employer match about $432,892 at 4% or $288,594 at 6%; with 100% employer match about $324,669 at 4% or $216,446 at 6%.
201212$299,284$232,343$116,172iApproximate average salary by contribution assumption: employee only about $2,904,288 at 4% or $1,936,192 at 6%; with 50% employer match about $1,936,192 at 4% or $1,290,794 at 6%; with 100% employer match about $1,452,144 at 4% or $968,096 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$299,284$232,343$116,172iApproximate average salary by contribution assumption: employee only about $2,904,288 at 4% or $1,936,192 at 6%; with 50% employer match about $1,936,192 at 4% or $1,290,794 at 6%; with 100% employer match about $1,452,144 at 4% or $968,096 at 6%.
201112$53,388$53,388$26,694iApproximate average salary by contribution assumption: employee only about $667,350 at 4% or $444,900 at 6%; with 50% employer match about $444,900 at 4% or $296,600 at 6%; with 100% employer match about $333,675 at 4% or $222,450 at 6%.
Jorge O. Diaz, M.D., P.A. 401(K) Profit Sharing Plan-2$53,388$53,388$26,694iApproximate average salary by contribution assumption: employee only about $667,350 at 4% or $444,900 at 6%; with 50% employer match about $444,900 at 4% or $296,600 at 6%; with 100% employer match about $333,675 at 4% or $222,450 at 6%.