Civic Intelligence

Paritz & Co.

Plan context: Paritz & Co. 401(K) Plan

EIN 22-2407815 • Sarasota, FL • 16 filings • 2 plans

1350 Main Street, Unit 902Sarasota, FL 34236
Current Snapshot

Latest Year

2022

2022 Participants

14

2022 Assets

$4,472,083

2022 Contributions

$258,293

Historical Graphs

Total Assets Over Time

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

$5,968,629$2,984,315$0200720142021YearValue
$4,472,083Latest year 2021

Participants Over Time

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

29150200720142021YearValue
14Latest year 2021

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
202210$0$0-
Paritz & Co. 401(K) Plan-0$0$0-
2021114$4,472,083$0-
Paritz & Co. 401(K) Plan-14$4,472,083$0-
2020115$3,632,853$0-
Paritz & Co. 401(K) Plan-15$3,632,853$0-
2019122$4,675,048$0-
Paritz & Co. 401(K) Plan-22$4,675,048$0-
2018129$5,527,907$258,293$8,907iApproximate average salary by contribution assumption: employee only about $222,666 at 4% or $148,444 at 6%; with 50% employer match about $148,444 at 4% or $98,963 at 6%; with 100% employer match about $111,333 at 4% or $74,222 at 6%.
Paritz & Co. 401(K) Plan-29$5,527,907$258,293$8,907iApproximate average salary by contribution assumption: employee only about $222,666 at 4% or $148,444 at 6%; with 50% employer match about $148,444 at 4% or $98,963 at 6%; with 100% employer match about $111,333 at 4% or $74,222 at 6%.
2017128$5,968,629$380,285$13,582iApproximate average salary by contribution assumption: employee only about $339,540 at 4% or $226,360 at 6%; with 50% employer match about $226,360 at 4% or $150,907 at 6%; with 100% employer match about $169,770 at 4% or $113,180 at 6%.
Paritz & Co. 401(K) Plan-28$5,968,629$380,285$13,582iApproximate average salary by contribution assumption: employee only about $339,540 at 4% or $226,360 at 6%; with 50% employer match about $226,360 at 4% or $150,907 at 6%; with 100% employer match about $169,770 at 4% or $113,180 at 6%.
2016126$4,962,162$335,754$12,914iApproximate average salary by contribution assumption: employee only about $322,840 at 4% or $215,227 at 6%; with 50% employer match about $215,227 at 4% or $143,485 at 6%; with 100% employer match about $161,420 at 4% or $107,613 at 6%.
Paritz & Co. 401(K) Plan-26$4,962,162$335,754$12,914iApproximate average salary by contribution assumption: employee only about $322,840 at 4% or $215,227 at 6%; with 50% employer match about $215,227 at 4% or $143,485 at 6%; with 100% employer match about $161,420 at 4% or $107,613 at 6%.
2015122$4,272,366$305,042$13,866iApproximate average salary by contribution assumption: employee only about $346,639 at 4% or $231,092 at 6%; with 50% employer match about $231,092 at 4% or $154,062 at 6%; with 100% employer match about $173,319 at 4% or $115,546 at 6%.
Paritz & Co. 401(K) Plan-22$4,272,366$305,042$13,866iApproximate average salary by contribution assumption: employee only about $346,639 at 4% or $231,092 at 6%; with 50% employer match about $231,092 at 4% or $154,062 at 6%; with 100% employer match about $173,319 at 4% or $115,546 at 6%.
2014118$4,057,415$221,482$12,305iApproximate average salary by contribution assumption: employee only about $307,614 at 4% or $205,076 at 6%; with 50% employer match about $205,076 at 4% or $136,717 at 6%; with 100% employer match about $153,807 at 4% or $102,538 at 6%.
Paritz & Co. 401(K) Plan-18$4,057,415$221,482$12,305iApproximate average salary by contribution assumption: employee only about $307,614 at 4% or $205,076 at 6%; with 50% employer match about $205,076 at 4% or $136,717 at 6%; with 100% employer match about $153,807 at 4% or $102,538 at 6%.
2013119$3,567,072$201,080$10,583iApproximate average salary by contribution assumption: employee only about $264,579 at 4% or $176,386 at 6%; with 50% employer match about $176,386 at 4% or $117,591 at 6%; with 100% employer match about $132,289 at 4% or $88,193 at 6%.
Paritz & Co. 401(K) Plan-19$3,567,072$201,080$10,583iApproximate average salary by contribution assumption: employee only about $264,579 at 4% or $176,386 at 6%; with 50% employer match about $176,386 at 4% or $117,591 at 6%; with 100% employer match about $132,289 at 4% or $88,193 at 6%.
2012120$2,923,037$197,641$9,882iApproximate average salary by contribution assumption: employee only about $247,051 at 4% or $164,701 at 6%; with 50% employer match about $164,701 at 4% or $109,801 at 6%; with 100% employer match about $123,526 at 4% or $82,350 at 6%.
Paritz & Co. 401(K) Plan-20$2,923,037$197,641$9,882iApproximate average salary by contribution assumption: employee only about $247,051 at 4% or $164,701 at 6%; with 50% employer match about $164,701 at 4% or $109,801 at 6%; with 100% employer match about $123,526 at 4% or $82,350 at 6%.
2011121$2,508,901$205,445$9,783iApproximate average salary by contribution assumption: employee only about $244,577 at 4% or $163,052 at 6%; with 50% employer match about $163,052 at 4% or $108,701 at 6%; with 100% employer match about $122,289 at 4% or $81,526 at 6%.
Paritz & Co. 401(K) Plan-21$2,508,901$205,445$9,783iApproximate average salary by contribution assumption: employee only about $244,577 at 4% or $163,052 at 6%; with 50% employer match about $163,052 at 4% or $108,701 at 6%; with 100% employer match about $122,289 at 4% or $81,526 at 6%.
2010120$2,328,940$204,722$10,236iApproximate average salary by contribution assumption: employee only about $255,903 at 4% or $170,602 at 6%; with 50% employer match about $170,602 at 4% or $113,734 at 6%; with 100% employer match about $127,951 at 4% or $85,301 at 6%.
Paritz & Co. 401(K) Plan-20$2,328,940$204,722$10,236iApproximate average salary by contribution assumption: employee only about $255,903 at 4% or $170,602 at 6%; with 50% employer match about $170,602 at 4% or $113,734 at 6%; with 100% employer match about $127,951 at 4% or $85,301 at 6%.
2009118$1,968,672$175,829$9,768iApproximate average salary by contribution assumption: employee only about $244,207 at 4% or $162,805 at 6%; with 50% employer match about $162,805 at 4% or $108,536 at 6%; with 100% employer match about $122,103 at 4% or $81,402 at 6%.
Paritz & Co. 401(K) Plan-18$1,968,672$175,829$9,768iApproximate average salary by contribution assumption: employee only about $244,207 at 4% or $162,805 at 6%; with 50% employer match about $162,805 at 4% or $108,536 at 6%; with 100% employer match about $122,103 at 4% or $81,402 at 6%.
2008118$1,535,445$106,230$5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%.
Paritz & Co. 401(K) Plan-18$1,535,445$106,230$5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%.
2007118$1,796,151$1,502,795$83,489iApproximate average salary by contribution assumption: employee only about $2,087,215 at 4% or $1,391,477 at 6%; with 50% employer match about $1,391,477 at 4% or $927,651 at 6%; with 100% employer match about $1,043,608 at 4% or $695,738 at 6%.
Paritz & Co. 401(K) Plan-18$1,796,151$1,502,795$83,489iApproximate average salary by contribution assumption: employee only about $2,087,215 at 4% or $1,391,477 at 6%; with 50% employer match about $1,391,477 at 4% or $927,651 at 6%; with 100% employer match about $1,043,608 at 4% or $695,738 at 6%.