Civic Intelligence

Persson & Cohen, P.A.

Plan context: Persson & Cohen, P.A. 401(K) Profit Sharing Plan

EIN 26-0024449 • Lakewood Ranch, FL • 22 filings • 4 plans

6853 Energy CourtLakewood Ranch, FL 34240
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,461,352

2024 Contributions

$146,806

Historical Graphs

Total Assets Over Time

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

$3,470,863$1,735,432$0200320142024YearValue
$2,461,352Latest year 2024

Participants Over Time

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

630200320142024YearValue
5Latest 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
202415$2,461,352$146,806$29,361iApproximate average salary by contribution assumption: employee only about $734,030 at 4% or $489,353 at 6%; with 50% employer match about $489,353 at 4% or $326,236 at 6%; with 100% employer match about $367,015 at 4% or $244,677 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$2,461,352$146,806$29,361iApproximate average salary by contribution assumption: employee only about $734,030 at 4% or $489,353 at 6%; with 50% employer match about $489,353 at 4% or $326,236 at 6%; with 100% employer match about $367,015 at 4% or $244,677 at 6%.
202314$2,107,477$117,533$29,383iApproximate average salary by contribution assumption: employee only about $734,581 at 4% or $489,721 at 6%; with 50% employer match about $489,721 at 4% or $326,481 at 6%; with 100% employer match about $367,291 at 4% or $244,860 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-4$2,107,477$117,533$29,383iApproximate average salary by contribution assumption: employee only about $734,581 at 4% or $489,721 at 6%; with 50% employer match about $489,721 at 4% or $326,481 at 6%; with 100% employer match about $367,291 at 4% or $244,860 at 6%.
202215$1,746,031$145,355$29,071iApproximate average salary by contribution assumption: employee only about $726,775 at 4% or $484,517 at 6%; with 50% employer match about $484,517 at 4% or $323,011 at 6%; with 100% employer match about $363,388 at 4% or $242,258 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$1,746,031$145,355$29,071iApproximate average salary by contribution assumption: employee only about $726,775 at 4% or $484,517 at 6%; with 50% employer match about $484,517 at 4% or $323,011 at 6%; with 100% employer match about $363,388 at 4% or $242,258 at 6%.
202114$1,869,539$127,672$31,918iApproximate average salary by contribution assumption: employee only about $797,950 at 4% or $531,967 at 6%; with 50% employer match about $531,967 at 4% or $354,644 at 6%; with 100% employer match about $398,975 at 4% or $265,983 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-4$1,869,539$127,672$31,918iApproximate average salary by contribution assumption: employee only about $797,950 at 4% or $531,967 at 6%; with 50% employer match about $531,967 at 4% or $354,644 at 6%; with 100% employer match about $398,975 at 4% or $265,983 at 6%.
202014$1,572,767$123,248$30,812iApproximate average salary by contribution assumption: employee only about $770,300 at 4% or $513,533 at 6%; with 50% employer match about $513,533 at 4% or $342,356 at 6%; with 100% employer match about $385,150 at 4% or $256,767 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-4$1,572,767$123,248$30,812iApproximate average salary by contribution assumption: employee only about $770,300 at 4% or $513,533 at 6%; with 50% employer match about $513,533 at 4% or $342,356 at 6%; with 100% employer match about $385,150 at 4% or $256,767 at 6%.
201913$1,267,991$116,250$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%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-3$1,267,991$116,250$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%.
201813$1,114,155$135,028$45,009iApproximate average salary by contribution assumption: employee only about $1,125,233 at 4% or $750,156 at 6%; with 50% employer match about $750,156 at 4% or $500,104 at 6%; with 100% employer match about $562,617 at 4% or $375,078 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-3$1,114,155$135,028$45,009iApproximate average salary by contribution assumption: employee only about $1,125,233 at 4% or $750,156 at 6%; with 50% employer match about $750,156 at 4% or $500,104 at 6%; with 100% employer match about $562,617 at 4% or $375,078 at 6%.
201715$3,470,863$175,650$35,130iApproximate average salary by contribution assumption: employee only about $878,250 at 4% or $585,500 at 6%; with 50% employer match about $585,500 at 4% or $390,333 at 6%; with 100% employer match about $439,125 at 4% or $292,750 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$3,470,863$175,650$35,130iApproximate average salary by contribution assumption: employee only about $878,250 at 4% or $585,500 at 6%; with 50% employer match about $585,500 at 4% or $390,333 at 6%; with 100% employer match about $439,125 at 4% or $292,750 at 6%.
201615$2,912,628$156,150$31,230iApproximate average salary by contribution assumption: employee only about $780,750 at 4% or $520,500 at 6%; with 50% employer match about $520,500 at 4% or $347,000 at 6%; with 100% employer match about $390,375 at 4% or $260,250 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$2,912,628$156,150$31,230iApproximate average salary by contribution assumption: employee only about $780,750 at 4% or $520,500 at 6%; with 50% employer match about $520,500 at 4% or $347,000 at 6%; with 100% employer match about $390,375 at 4% or $260,250 at 6%.
201515$2,580,968$111,431$22,286iApproximate average salary by contribution assumption: employee only about $557,155 at 4% or $371,437 at 6%; with 50% employer match about $371,437 at 4% or $247,624 at 6%; with 100% employer match about $278,578 at 4% or $185,718 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$2,580,968$111,431$22,286iApproximate average salary by contribution assumption: employee only about $557,155 at 4% or $371,437 at 6%; with 50% employer match about $371,437 at 4% or $247,624 at 6%; with 100% employer match about $278,578 at 4% or $185,718 at 6%.
201416$2,463,325$306,141$51,024iApproximate average salary by contribution assumption: employee only about $1,275,588 at 4% or $850,392 at 6%; with 50% employer match about $850,392 at 4% or $566,928 at 6%; with 100% employer match about $637,794 at 4% or $425,196 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-6$2,463,325$306,141$51,024iApproximate average salary by contribution assumption: employee only about $1,275,588 at 4% or $850,392 at 6%; with 50% employer match about $850,392 at 4% or $566,928 at 6%; with 100% employer match about $637,794 at 4% or $425,196 at 6%.
201315$1,891,083$75,783$15,157iApproximate average salary by contribution assumption: employee only about $378,915 at 4% or $252,610 at 6%; with 50% employer match about $252,610 at 4% or $168,407 at 6%; with 100% employer match about $189,458 at 4% or $126,305 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$1,891,083$75,783$15,157iApproximate average salary by contribution assumption: employee only about $378,915 at 4% or $252,610 at 6%; with 50% employer match about $252,610 at 4% or $168,407 at 6%; with 100% employer match about $189,458 at 4% or $126,305 at 6%.
201215$1,822,795$91,082$18,216iApproximate average salary by contribution assumption: employee only about $455,410 at 4% or $303,607 at 6%; with 50% employer match about $303,607 at 4% or $202,404 at 6%; with 100% employer match about $227,705 at 4% or $151,803 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-5$1,822,795$91,082$18,216iApproximate average salary by contribution assumption: employee only about $455,410 at 4% or $303,607 at 6%; with 50% employer match about $303,607 at 4% or $202,404 at 6%; with 100% employer match about $227,705 at 4% or $151,803 at 6%.
201114$1,491,530$90,733$22,683iApproximate average salary by contribution assumption: employee only about $567,081 at 4% or $378,054 at 6%; with 50% employer match about $378,054 at 4% or $252,036 at 6%; with 100% employer match about $283,541 at 4% or $189,027 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-4$1,491,530$90,733$22,683iApproximate average salary by contribution assumption: employee only about $567,081 at 4% or $378,054 at 6%; with 50% employer match about $378,054 at 4% or $252,036 at 6%; with 100% employer match about $283,541 at 4% or $189,027 at 6%.
201014$1,287,189$60,227$15,057iApproximate average salary by contribution assumption: employee only about $376,419 at 4% or $250,946 at 6%; with 50% employer match about $250,946 at 4% or $167,297 at 6%; with 100% employer match about $188,209 at 4% or $125,473 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-4$1,287,189$60,227$15,057iApproximate average salary by contribution assumption: employee only about $376,419 at 4% or $250,946 at 6%; with 50% employer match about $250,946 at 4% or $167,297 at 6%; with 100% employer match about $188,209 at 4% or $125,473 at 6%.
200913$1,101,294$32,875$10,958iApproximate average salary by contribution assumption: employee only about $273,958 at 4% or $182,639 at 6%; with 50% employer match about $182,639 at 4% or $121,759 at 6%; with 100% employer match about $136,979 at 4% or $91,319 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-3$1,101,294$32,875$10,958iApproximate average salary by contribution assumption: employee only about $273,958 at 4% or $182,639 at 6%; with 50% employer match about $182,639 at 4% or $121,759 at 6%; with 100% employer match about $136,979 at 4% or $91,319 at 6%.
200811$962,961$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-1$962,961$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200711$0$0-
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-1---
200612$800,404$56,232$28,116iApproximate average salary by contribution assumption: employee only about $702,900 at 4% or $468,600 at 6%; with 50% employer match about $468,600 at 4% or $312,400 at 6%; with 100% employer match about $351,450 at 4% or $234,300 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-2$800,404$56,232$28,116iApproximate average salary by contribution assumption: employee only about $702,900 at 4% or $468,600 at 6%; with 50% employer match about $468,600 at 4% or $312,400 at 6%; with 100% employer match about $351,450 at 4% or $234,300 at 6%.
200512$755,642$17,448$8,724iApproximate average salary by contribution assumption: employee only about $218,100 at 4% or $145,400 at 6%; with 50% employer match about $145,400 at 4% or $96,933 at 6%; with 100% employer match about $109,050 at 4% or $72,700 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-2$755,642$17,448$8,724iApproximate average salary by contribution assumption: employee only about $218,100 at 4% or $145,400 at 6%; with 50% employer match about $145,400 at 4% or $96,933 at 6%; with 100% employer match about $109,050 at 4% or $72,700 at 6%.
200412$526,867$27,054$13,527iApproximate average salary by contribution assumption: employee only about $338,175 at 4% or $225,450 at 6%; with 50% employer match about $225,450 at 4% or $150,300 at 6%; with 100% employer match about $169,088 at 4% or $112,725 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-2$526,867$27,054$13,527iApproximate average salary by contribution assumption: employee only about $338,175 at 4% or $225,450 at 6%; with 50% employer match about $225,450 at 4% or $150,300 at 6%; with 100% employer match about $169,088 at 4% or $112,725 at 6%.
200312$511,681$511,681$255,841iApproximate average salary by contribution assumption: employee only about $6,396,013 at 4% or $4,264,008 at 6%; with 50% employer match about $4,264,008 at 4% or $2,842,672 at 6%; with 100% employer match about $3,198,006 at 4% or $2,132,004 at 6%.
Persson & Cohen, P.A. 401(K) Profit Sharing Plan-2$511,681$511,681$255,841iApproximate average salary by contribution assumption: employee only about $6,396,013 at 4% or $4,264,008 at 6%; with 50% employer match about $4,264,008 at 4% or $2,842,672 at 6%; with 100% employer match about $3,198,006 at 4% or $2,132,004 at 6%.