Civic Intelligence

Joseph Cerbone, M.D.

Plan context: Joseph Cerbone, M.D. Profit Sharing Plan and Trust

EIN 22-2662437 • Fort Meyers, FL • 26 filings • 3 plans

17464 Blue Saphire DriveFort Meyers, FL 33913
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,213,978

2024 Contributions

$109,601

Historical Graphs

Total Assets Over Time

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

$5,498,900$2,749,450$0199920122023YearValue
$5,213,978Latest year 2023

Participants Over Time

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

1370199920112023YearValue
12Latest year 2023

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
202410$0$0-
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-0$0$0-
2023112$5,213,978$109,601$9,133iApproximate average salary by contribution assumption: employee only about $228,335 at 4% or $152,224 at 6%; with 50% employer match about $152,224 at 4% or $101,482 at 6%; with 100% employer match about $114,168 at 4% or $76,112 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-12$5,213,978$109,601$9,133iApproximate average salary by contribution assumption: employee only about $228,335 at 4% or $152,224 at 6%; with 50% employer match about $152,224 at 4% or $101,482 at 6%; with 100% employer match about $114,168 at 4% or $76,112 at 6%.
2022112$4,538,710$114,105$9,509iApproximate average salary by contribution assumption: employee only about $237,719 at 4% or $158,479 at 6%; with 50% employer match about $158,479 at 4% or $105,653 at 6%; with 100% employer match about $118,859 at 4% or $79,240 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-12$4,538,710$114,105$9,509iApproximate average salary by contribution assumption: employee only about $237,719 at 4% or $158,479 at 6%; with 50% employer match about $158,479 at 4% or $105,653 at 6%; with 100% employer match about $118,859 at 4% or $79,240 at 6%.
2021112$5,498,900$109,354$9,113iApproximate average salary by contribution assumption: employee only about $227,821 at 4% or $151,881 at 6%; with 50% employer match about $151,881 at 4% or $101,254 at 6%; with 100% employer match about $113,910 at 4% or $75,940 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-12$5,498,900$109,354$9,113iApproximate average salary by contribution assumption: employee only about $227,821 at 4% or $151,881 at 6%; with 50% employer match about $151,881 at 4% or $101,254 at 6%; with 100% employer match about $113,910 at 4% or $75,940 at 6%.
2020113$4,182,525$104,991$8,076iApproximate average salary by contribution assumption: employee only about $201,906 at 4% or $134,604 at 6%; with 50% employer match about $134,604 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-13$4,182,525$104,991$8,076iApproximate average salary by contribution assumption: employee only about $201,906 at 4% or $134,604 at 6%; with 50% employer match about $134,604 at 4% or $89,736 at 6%; with 100% employer match about $100,953 at 4% or $67,302 at 6%.
2019113$3,580,272$118,474$9,113iApproximate average salary by contribution assumption: employee only about $227,835 at 4% or $151,890 at 6%; with 50% employer match about $151,890 at 4% or $101,260 at 6%; with 100% employer match about $113,917 at 4% or $75,945 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-13$3,580,272$118,474$9,113iApproximate average salary by contribution assumption: employee only about $227,835 at 4% or $151,890 at 6%; with 50% employer match about $151,890 at 4% or $101,260 at 6%; with 100% employer match about $113,917 at 4% or $75,945 at 6%.
2018113$2,974,732$125,442$9,649iApproximate average salary by contribution assumption: employee only about $241,235 at 4% or $160,823 at 6%; with 50% employer match about $160,823 at 4% or $107,215 at 6%; with 100% employer match about $120,617 at 4% or $80,412 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-13$2,974,732$125,442$9,649iApproximate average salary by contribution assumption: employee only about $241,235 at 4% or $160,823 at 6%; with 50% employer match about $160,823 at 4% or $107,215 at 6%; with 100% employer match about $120,617 at 4% or $80,412 at 6%.
2017111$2,718,151$125,816$11,438iApproximate average salary by contribution assumption: employee only about $285,945 at 4% or $190,630 at 6%; with 50% employer match about $190,630 at 4% or $127,087 at 6%; with 100% employer match about $142,973 at 4% or $95,315 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-11$2,718,151$125,816$11,438iApproximate average salary by contribution assumption: employee only about $285,945 at 4% or $190,630 at 6%; with 50% employer match about $190,630 at 4% or $127,087 at 6%; with 100% employer match about $142,973 at 4% or $95,315 at 6%.
2016110$2,114,217$102,101$10,210iApproximate average salary by contribution assumption: employee only about $255,253 at 4% or $170,168 at 6%; with 50% employer match about $170,168 at 4% or $113,446 at 6%; with 100% employer match about $127,626 at 4% or $85,084 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-10$2,114,217$102,101$10,210iApproximate average salary by contribution assumption: employee only about $255,253 at 4% or $170,168 at 6%; with 50% employer match about $170,168 at 4% or $113,446 at 6%; with 100% employer match about $127,626 at 4% or $85,084 at 6%.
2015110$2,066,068$90,151$9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-10$2,066,068$90,151$9,015iApproximate average salary by contribution assumption: employee only about $225,378 at 4% or $150,252 at 6%; with 50% employer match about $150,252 at 4% or $100,168 at 6%; with 100% employer match about $112,689 at 4% or $75,126 at 6%.
201417$1,863,392$88,394$12,628iApproximate average salary by contribution assumption: employee only about $315,693 at 4% or $210,462 at 6%; with 50% employer match about $210,462 at 4% or $140,308 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-7$1,863,392$88,394$12,628iApproximate average salary by contribution assumption: employee only about $315,693 at 4% or $210,462 at 6%; with 50% employer match about $210,462 at 4% or $140,308 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%.
2013111$1,744,895$97,417$8,856iApproximate average salary by contribution assumption: employee only about $221,402 at 4% or $147,602 at 6%; with 50% employer match about $147,602 at 4% or $98,401 at 6%; with 100% employer match about $110,701 at 4% or $73,801 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-11$1,744,895$97,417$8,856iApproximate average salary by contribution assumption: employee only about $221,402 at 4% or $147,602 at 6%; with 50% employer match about $147,602 at 4% or $98,401 at 6%; with 100% employer match about $110,701 at 4% or $73,801 at 6%.
201219$1,454,432$93,129$10,348iApproximate average salary by contribution assumption: employee only about $258,692 at 4% or $172,461 at 6%; with 50% employer match about $172,461 at 4% or $114,974 at 6%; with 100% employer match about $129,346 at 4% or $86,231 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-9$1,454,432$93,129$10,348iApproximate average salary by contribution assumption: employee only about $258,692 at 4% or $172,461 at 6%; with 50% employer match about $172,461 at 4% or $114,974 at 6%; with 100% employer match about $129,346 at 4% or $86,231 at 6%.
201118$1,301,629$86,109$10,764iApproximate average salary by contribution assumption: employee only about $269,091 at 4% or $179,394 at 6%; with 50% employer match about $179,394 at 4% or $119,596 at 6%; with 100% employer match about $134,545 at 4% or $89,697 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-8$1,301,629$86,109$10,764iApproximate average salary by contribution assumption: employee only about $269,091 at 4% or $179,394 at 6%; with 50% employer match about $179,394 at 4% or $119,596 at 6%; with 100% employer match about $134,545 at 4% or $89,697 at 6%.
201017$1,159,608$92,384$13,198iApproximate average salary by contribution assumption: employee only about $329,943 at 4% or $219,962 at 6%; with 50% employer match about $219,962 at 4% or $146,641 at 6%; with 100% employer match about $164,971 at 4% or $109,981 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-7$1,159,608$92,384$13,198iApproximate average salary by contribution assumption: employee only about $329,943 at 4% or $219,962 at 6%; with 50% employer match about $219,962 at 4% or $146,641 at 6%; with 100% employer match about $164,971 at 4% or $109,981 at 6%.
200917$972,363$92,436$13,205iApproximate average salary by contribution assumption: employee only about $330,129 at 4% or $220,086 at 6%; with 50% employer match about $220,086 at 4% or $146,724 at 6%; with 100% employer match about $165,064 at 4% or $110,043 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-7$972,363$92,436$13,205iApproximate average salary by contribution assumption: employee only about $330,129 at 4% or $220,086 at 6%; with 50% employer match about $220,086 at 4% or $146,724 at 6%; with 100% employer match about $165,064 at 4% or $110,043 at 6%.
200815$805,546$84,088$16,818iApproximate average salary by contribution assumption: employee only about $420,440 at 4% or $280,293 at 6%; with 50% employer match about $280,293 at 4% or $186,862 at 6%; with 100% employer match about $210,220 at 4% or $140,147 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5$805,546$84,088$16,818iApproximate average salary by contribution assumption: employee only about $420,440 at 4% or $280,293 at 6%; with 50% employer match about $280,293 at 4% or $186,862 at 6%; with 100% employer match about $210,220 at 4% or $140,147 at 6%.
200715$970,230$79,225$15,845iApproximate average salary by contribution assumption: employee only about $396,125 at 4% or $264,083 at 6%; with 50% employer match about $264,083 at 4% or $176,056 at 6%; with 100% employer match about $198,063 at 4% or $132,042 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5$970,230$79,225$15,845iApproximate average salary by contribution assumption: employee only about $396,125 at 4% or $264,083 at 6%; with 50% employer match about $264,083 at 4% or $176,056 at 6%; with 100% employer match about $198,063 at 4% or $132,042 at 6%.
200616$826,054$74,713$12,452iApproximate average salary by contribution assumption: employee only about $311,304 at 4% or $207,536 at 6%; with 50% employer match about $207,536 at 4% or $138,357 at 6%; with 100% employer match about $155,652 at 4% or $103,768 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-6$826,054$74,713$12,452iApproximate average salary by contribution assumption: employee only about $311,304 at 4% or $207,536 at 6%; with 50% employer match about $207,536 at 4% or $138,357 at 6%; with 100% employer match about $155,652 at 4% or $103,768 at 6%.
200516$668,351$48,916$8,153iApproximate average salary by contribution assumption: employee only about $203,817 at 4% or $135,878 at 6%; with 50% employer match about $135,878 at 4% or $90,585 at 6%; with 100% employer match about $101,908 at 4% or $67,939 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-6$668,351$48,916$8,153iApproximate average salary by contribution assumption: employee only about $203,817 at 4% or $135,878 at 6%; with 50% employer match about $135,878 at 4% or $90,585 at 6%; with 100% employer match about $101,908 at 4% or $67,939 at 6%.
200415$608,495$56,638$11,328iApproximate average salary by contribution assumption: employee only about $283,190 at 4% or $188,793 at 6%; with 50% employer match about $188,793 at 4% or $125,862 at 6%; with 100% employer match about $141,595 at 4% or $94,397 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5$608,495$56,638$11,328iApproximate average salary by contribution assumption: employee only about $283,190 at 4% or $188,793 at 6%; with 50% employer match about $188,793 at 4% or $125,862 at 6%; with 100% employer match about $141,595 at 4% or $94,397 at 6%.
200315$472,080$57,707$11,541iApproximate average salary by contribution assumption: employee only about $288,535 at 4% or $192,357 at 6%; with 50% employer match about $192,357 at 4% or $128,238 at 6%; with 100% employer match about $144,268 at 4% or $96,178 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5$472,080$57,707$11,541iApproximate average salary by contribution assumption: employee only about $288,535 at 4% or $192,357 at 6%; with 50% employer match about $192,357 at 4% or $128,238 at 6%; with 100% employer match about $144,268 at 4% or $96,178 at 6%.
200216$409,617$60,758$10,126iApproximate average salary by contribution assumption: employee only about $253,158 at 4% or $168,772 at 6%; with 50% employer match about $168,772 at 4% or $112,515 at 6%; with 100% employer match about $126,579 at 4% or $84,386 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-6$409,617$60,758$10,126iApproximate average salary by contribution assumption: employee only about $253,158 at 4% or $168,772 at 6%; with 50% employer match about $168,772 at 4% or $112,515 at 6%; with 100% employer match about $126,579 at 4% or $84,386 at 6%.
200116$358,516$43,733$7,289iApproximate average salary by contribution assumption: employee only about $182,221 at 4% or $121,481 at 6%; with 50% employer match about $121,481 at 4% or $80,987 at 6%; with 100% employer match about $91,110 at 4% or $60,740 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-6$358,516$43,733$7,289iApproximate average salary by contribution assumption: employee only about $182,221 at 4% or $121,481 at 6%; with 50% employer match about $121,481 at 4% or $80,987 at 6%; with 100% employer match about $91,110 at 4% or $60,740 at 6%.
200015$0$0-
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5---
199915$424,097$35,899$7,180iApproximate average salary by contribution assumption: employee only about $179,495 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.
Joseph Cerbone, M.D. Profit Sharing Plan and Trust-5$424,097$35,899$7,180iApproximate average salary by contribution assumption: employee only about $179,495 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.