Civic Intelligence

Sovi Joseph, M.D., P.A.

Plan context: Sovi Joseph, M.D., P.A. 401(K) Plan

EIN 20-5641739 • Pinecrest, FL • 33 filings • 2 plans

6085 SW 112 StPinecrest, FL 33156
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$624,804

2024 Contributions

$19,533

Historical Graphs

Total Assets Over Time

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

$4,825,563$2,412,782$0200920172024YearValue
$624,804Latest year 2024

Participants Over Time

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

420200820162024YearValue
1Latest 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
202421$624,804$0-
Sovi Joseph, M.D., P.A. 401(K) Plan-0$623,883--
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-1$921$0-
202324$4,413,801$19,533$4,883iApproximate average salary by contribution assumption: employee only about $122,081 at 4% or $81,388 at 6%; with 50% employer match about $81,388 at 4% or $54,258 at 6%; with 100% employer match about $61,041 at 4% or $40,694 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4$2,596,024$19,533$4,883iApproximate average salary by contribution assumption: employee only about $122,081 at 4% or $81,388 at 6%; with 50% employer match about $81,388 at 4% or $54,258 at 6%; with 100% employer match about $61,041 at 4% or $40,694 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-0$1,817,777--
202220$4,396,156$177,469-
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-0$2,812,704$65,954-
Sovi Joseph, M.D., P.A. 401(K) Plan-0$1,583,452$111,515-
202123$4,825,563$133,270$44,423iApproximate average salary by contribution assumption: employee only about $1,110,583 at 4% or $740,389 at 6%; with 50% employer match about $740,389 at 4% or $493,593 at 6%; with 100% employer match about $555,292 at 4% or $370,194 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$3,184,852--
Sovi Joseph, M.D., P.A. 401(K) Plan-3$1,640,711$133,270$44,423iApproximate average salary by contribution assumption: employee only about $1,110,583 at 4% or $740,389 at 6%; with 50% employer match about $740,389 at 4% or $493,593 at 6%; with 100% employer match about $555,292 at 4% or $370,194 at 6%.
202023$4,185,544$63,158$21,053iApproximate average salary by contribution assumption: employee only about $526,317 at 4% or $350,878 at 6%; with 50% employer match about $350,878 at 4% or $233,919 at 6%; with 100% employer match about $263,158 at 4% or $175,439 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$2,843,069--
Sovi Joseph, M.D., P.A. 401(K) Plan-3$1,342,475$63,158$21,053iApproximate average salary by contribution assumption: employee only about $526,317 at 4% or $350,878 at 6%; with 50% employer match about $350,878 at 4% or $233,919 at 6%; with 100% employer match about $263,158 at 4% or $175,439 at 6%.
201924$3,877,517$84,727$21,182iApproximate average salary by contribution assumption: employee only about $529,544 at 4% or $353,029 at 6%; with 50% employer match about $353,029 at 4% or $235,353 at 6%; with 100% employer match about $264,772 at 4% or $176,515 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4$2,603,485--
Sovi Joseph, M.D., P.A. 401(K) Plan-4$1,274,032$84,727$21,182iApproximate average salary by contribution assumption: employee only about $529,544 at 4% or $353,029 at 6%; with 50% employer match about $353,029 at 4% or $235,353 at 6%; with 100% employer match about $264,772 at 4% or $176,515 at 6%.
201824$3,380,005$77,491$19,373iApproximate average salary by contribution assumption: employee only about $484,319 at 4% or $322,879 at 6%; with 50% employer match about $322,879 at 4% or $215,253 at 6%; with 100% employer match about $242,159 at 4% or $161,440 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4$2,261,749--
Sovi Joseph, M.D., P.A. 401(K) Plan-4$1,118,256$77,491$19,373iApproximate average salary by contribution assumption: employee only about $484,319 at 4% or $322,879 at 6%; with 50% employer match about $322,879 at 4% or $215,253 at 6%; with 100% employer match about $242,159 at 4% or $161,440 at 6%.
201723$3,543,682$80,553$26,851iApproximate average salary by contribution assumption: employee only about $671,275 at 4% or $447,517 at 6%; with 50% employer match about $447,517 at 4% or $298,344 at 6%; with 100% employer match about $335,638 at 4% or $223,758 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$2,428,362$11,936$3,979iApproximate average salary by contribution assumption: employee only about $99,467 at 4% or $66,311 at 6%; with 50% employer match about $66,311 at 4% or $44,207 at 6%; with 100% employer match about $49,733 at 4% or $33,156 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-3$1,115,320$68,617$22,872iApproximate average salary by contribution assumption: employee only about $571,808 at 4% or $381,206 at 6%; with 50% employer match about $381,206 at 4% or $254,137 at 6%; with 100% employer match about $285,904 at 4% or $190,603 at 6%.
201624$3,415,921$835,199$208,800iApproximate average salary by contribution assumption: employee only about $5,219,994 at 4% or $3,479,996 at 6%; with 50% employer match about $3,479,996 at 4% or $2,319,997 at 6%; with 100% employer match about $2,609,997 at 4% or $1,739,998 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4$2,224,981$766,486$191,622iApproximate average salary by contribution assumption: employee only about $4,790,538 at 4% or $3,193,692 at 6%; with 50% employer match about $3,193,692 at 4% or $2,129,128 at 6%; with 100% employer match about $2,395,269 at 4% or $1,596,846 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-4$1,190,940$68,713$17,178iApproximate average salary by contribution assumption: employee only about $429,456 at 4% or $286,304 at 6%; with 50% employer match about $286,304 at 4% or $190,869 at 6%; with 100% employer match about $214,728 at 4% or $143,152 at 6%.
201523$2,342,636$248,000$82,667iApproximate average salary by contribution assumption: employee only about $2,066,667 at 4% or $1,377,778 at 6%; with 50% employer match about $1,377,778 at 4% or $918,519 at 6%; with 100% employer match about $1,033,333 at 4% or $688,889 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$1,432,519$181,034$60,345iApproximate average salary by contribution assumption: employee only about $1,508,617 at 4% or $1,005,744 at 6%; with 50% employer match about $1,005,744 at 4% or $670,496 at 6%; with 100% employer match about $754,308 at 4% or $502,872 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-3$910,117$66,966$22,322iApproximate average salary by contribution assumption: employee only about $558,050 at 4% or $372,033 at 6%; with 50% employer match about $372,033 at 4% or $248,022 at 6%; with 100% employer match about $279,025 at 4% or $186,017 at 6%.
201424$2,095,669$214,601$53,650iApproximate average salary by contribution assumption: employee only about $1,341,256 at 4% or $894,171 at 6%; with 50% employer match about $894,171 at 4% or $596,114 at 6%; with 100% employer match about $670,628 at 4% or $447,085 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$1,255,627$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-4$840,042$64,601$16,150iApproximate average salary by contribution assumption: employee only about $403,756 at 4% or $269,171 at 6%; with 50% employer match about $269,171 at 4% or $179,447 at 6%; with 100% employer match about $201,878 at 4% or $134,585 at 6%.
201322$2,583,076$1,033,309$516,655iApproximate average salary by contribution assumption: employee only about $12,916,363 at 4% or $8,610,908 at 6%; with 50% employer match about $8,610,908 at 4% or $5,740,606 at 6%; with 100% employer match about $6,458,181 at 4% or $4,305,454 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-2$1,491,912$947,309$473,655iApproximate average salary by contribution assumption: employee only about $11,841,363 at 4% or $7,894,242 at 6%; with 50% employer match about $7,894,242 at 4% or $5,262,828 at 6%; with 100% employer match about $5,920,681 at 4% or $3,947,121 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-1$1,091,164$86,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.
201223$1,511,928$343,173$114,391iApproximate average salary by contribution assumption: employee only about $2,859,775 at 4% or $1,906,517 at 6%; with 50% employer match about $1,906,517 at 4% or $1,271,011 at 6%; with 100% employer match about $1,429,888 at 4% or $953,258 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$1,015,310$280,000$93,333iApproximate average salary by contribution assumption: employee only about $2,333,333 at 4% or $1,555,556 at 6%; with 50% employer match about $1,555,556 at 4% or $1,037,037 at 6%; with 100% employer match about $1,166,667 at 4% or $777,778 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-3$496,618$63,173$21,058iApproximate average salary by contribution assumption: employee only about $526,442 at 4% or $350,961 at 6%; with 50% employer match about $350,961 at 4% or $233,974 at 6%; with 100% employer match about $263,221 at 4% or $175,481 at 6%.
201123$1,074,285$307,045$102,348iApproximate average salary by contribution assumption: employee only about $2,558,708 at 4% or $1,705,806 at 6%; with 50% employer match about $1,705,806 at 4% or $1,137,204 at 6%; with 100% employer match about $1,279,354 at 4% or $852,903 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$697,336$255,727$85,242iApproximate average salary by contribution assumption: employee only about $2,131,058 at 4% or $1,420,706 at 6%; with 50% employer match about $1,420,706 at 4% or $947,137 at 6%; with 100% employer match about $1,065,529 at 4% or $710,353 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-2$376,949$51,318$25,659iApproximate average salary by contribution assumption: employee only about $641,475 at 4% or $427,650 at 6%; with 50% employer match about $427,650 at 4% or $285,100 at 6%; with 100% employer match about $320,738 at 4% or $213,825 at 6%.
201023$811,788$203,766$67,922iApproximate average salary by contribution assumption: employee only about $1,698,050 at 4% or $1,132,033 at 6%; with 50% employer match about $1,132,033 at 4% or $754,689 at 6%; with 100% employer match about $849,025 at 4% or $566,017 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-3$428,088$154,103$51,368iApproximate average salary by contribution assumption: employee only about $1,284,192 at 4% or $856,128 at 6%; with 50% employer match about $856,128 at 4% or $570,752 at 6%; with 100% employer match about $642,096 at 4% or $428,064 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-3$383,700$49,663$16,554iApproximate average salary by contribution assumption: employee only about $413,858 at 4% or $275,906 at 6%; with 50% employer match about $275,906 at 4% or $183,937 at 6%; with 100% employer match about $206,929 at 4% or $137,953 at 6%.
200924$615,407$405,668$101,417iApproximate average salary by contribution assumption: employee only about $2,535,425 at 4% or $1,690,283 at 6%; with 50% employer match about $1,690,283 at 4% or $1,126,856 at 6%; with 100% employer match about $1,267,713 at 4% or $845,142 at 6%.
Sovi Joseph, M.D., P.A. 401(K) Plan-3$327,251$252,054$84,018iApproximate average salary by contribution assumption: employee only about $2,100,450 at 4% or $1,400,300 at 6%; with 50% employer match about $1,400,300 at 4% or $933,533 at 6%; with 100% employer match about $1,050,225 at 4% or $700,150 at 6%.
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4$288,156$153,614$38,404iApproximate average salary by contribution assumption: employee only about $960,088 at 4% or $640,058 at 6%; with 50% employer match about $640,058 at 4% or $426,706 at 6%; with 100% employer match about $480,044 at 4% or $320,029 at 6%.
200814$0$0-
Sovi Joseph, M.D., P.A. Cash Balance Pension Plan and Trust-4---