Civic Intelligence

Tuscan & Company, P.A.

Plan context: Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust

EIN 26-0254161 • Fort Myers, FL • 17 filings • 3 plans

12621 World Plaza Lane, Building 55Fort Myers, FL 33907
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$666,970

2023 Contributions

$32,221

Historical Graphs

Total Assets Over Time

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

$702,716$351,358$0200720152022YearValue
$666,970Latest year 2022

Participants Over Time

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

1370200720152022YearValue
13Latest year 2022

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
202310$0$32,221-
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-0$0$32,221-
2022113$666,970$84,225$6,479iApproximate average salary by contribution assumption: employee only about $161,971 at 4% or $107,981 at 6%; with 50% employer match about $107,981 at 4% or $71,987 at 6%; with 100% employer match about $80,986 at 4% or $53,990 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-13$666,970$84,225$6,479iApproximate average salary by contribution assumption: employee only about $161,971 at 4% or $107,981 at 6%; with 50% employer match about $107,981 at 4% or $71,987 at 6%; with 100% employer match about $80,986 at 4% or $53,990 at 6%.
2021113$702,716$79,584$6,122iApproximate average salary by contribution assumption: employee only about $153,046 at 4% or $102,031 at 6%; with 50% employer match about $102,031 at 4% or $68,021 at 6%; with 100% employer match about $76,523 at 4% or $51,015 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-13$702,716$79,584$6,122iApproximate average salary by contribution assumption: employee only about $153,046 at 4% or $102,031 at 6%; with 50% employer match about $102,031 at 4% or $68,021 at 6%; with 100% employer match about $76,523 at 4% or $51,015 at 6%.
2020112$614,140$67,143$5,595iApproximate average salary by contribution assumption: employee only about $139,881 at 4% or $93,254 at 6%; with 50% employer match about $93,254 at 4% or $62,169 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-12$614,140$67,143$5,595iApproximate average salary by contribution assumption: employee only about $139,881 at 4% or $93,254 at 6%; with 50% employer match about $93,254 at 4% or $62,169 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.
2019112$480,256$75,067$6,256iApproximate average salary by contribution assumption: employee only about $156,390 at 4% or $104,260 at 6%; with 50% employer match about $104,260 at 4% or $69,506 at 6%; with 100% employer match about $78,195 at 4% or $52,130 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-12$480,256$75,067$6,256iApproximate average salary by contribution assumption: employee only about $156,390 at 4% or $104,260 at 6%; with 50% employer match about $104,260 at 4% or $69,506 at 6%; with 100% employer match about $78,195 at 4% or $52,130 at 6%.
2018111$341,872$67,178$6,107iApproximate average salary by contribution assumption: employee only about $152,677 at 4% or $101,785 at 6%; with 50% employer match about $101,785 at 4% or $67,857 at 6%; with 100% employer match about $76,339 at 4% or $50,892 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-11$341,872$67,178$6,107iApproximate average salary by contribution assumption: employee only about $152,677 at 4% or $101,785 at 6%; with 50% employer match about $101,785 at 4% or $67,857 at 6%; with 100% employer match about $76,339 at 4% or $50,892 at 6%.
201719$301,915$34,216$3,802iApproximate average salary by contribution assumption: employee only about $95,044 at 4% or $63,363 at 6%; with 50% employer match about $63,363 at 4% or $42,242 at 6%; with 100% employer match about $47,522 at 4% or $31,681 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-9$301,915$34,216$3,802iApproximate average salary by contribution assumption: employee only about $95,044 at 4% or $63,363 at 6%; with 50% employer match about $63,363 at 4% or $42,242 at 6%; with 100% employer match about $47,522 at 4% or $31,681 at 6%.
201617$315,397$27,899$3,986iApproximate average salary by contribution assumption: employee only about $99,639 at 4% or $66,426 at 6%; with 50% employer match about $66,426 at 4% or $44,284 at 6%; with 100% employer match about $49,820 at 4% or $33,213 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-7$315,397$27,899$3,986iApproximate average salary by contribution assumption: employee only about $99,639 at 4% or $66,426 at 6%; with 50% employer match about $66,426 at 4% or $44,284 at 6%; with 100% employer match about $49,820 at 4% or $33,213 at 6%.
201517$270,219$25,797$3,685iApproximate average salary by contribution assumption: employee only about $92,132 at 4% or $61,421 at 6%; with 50% employer match about $61,421 at 4% or $40,948 at 6%; with 100% employer match about $46,066 at 4% or $30,711 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-7$270,219$25,797$3,685iApproximate average salary by contribution assumption: employee only about $92,132 at 4% or $61,421 at 6%; with 50% employer match about $61,421 at 4% or $40,948 at 6%; with 100% employer match about $46,066 at 4% or $30,711 at 6%.
201415$389,997$22,913$4,583iApproximate average salary by contribution assumption: employee only about $114,565 at 4% or $76,377 at 6%; with 50% employer match about $76,377 at 4% or $50,918 at 6%; with 100% employer match about $57,283 at 4% or $38,188 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-5$389,997$22,913$4,583iApproximate average salary by contribution assumption: employee only about $114,565 at 4% or $76,377 at 6%; with 50% employer match about $76,377 at 4% or $50,918 at 6%; with 100% employer match about $57,283 at 4% or $38,188 at 6%.
201315$349,892$14,038$2,808iApproximate average salary by contribution assumption: employee only about $70,190 at 4% or $46,793 at 6%; with 50% employer match about $46,793 at 4% or $31,196 at 6%; with 100% employer match about $35,095 at 4% or $23,397 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-5$349,892$14,038$2,808iApproximate average salary by contribution assumption: employee only about $70,190 at 4% or $46,793 at 6%; with 50% employer match about $46,793 at 4% or $31,196 at 6%; with 100% employer match about $35,095 at 4% or $23,397 at 6%.
201216$313,407$20,900$3,483iApproximate average salary by contribution assumption: employee only about $87,083 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-6$313,407$20,900$3,483iApproximate average salary by contribution assumption: employee only about $87,083 at 4% or $58,056 at 6%; with 50% employer match about $58,056 at 4% or $38,704 at 6%; with 100% employer match about $43,542 at 4% or $29,028 at 6%.
201116$258,797$17,522$2,920iApproximate average salary by contribution assumption: employee only about $73,008 at 4% or $48,672 at 6%; with 50% employer match about $48,672 at 4% or $32,448 at 6%; with 100% employer match about $36,504 at 4% or $24,336 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-6$258,797$17,522$2,920iApproximate average salary by contribution assumption: employee only about $73,008 at 4% or $48,672 at 6%; with 50% employer match about $48,672 at 4% or $32,448 at 6%; with 100% employer match about $36,504 at 4% or $24,336 at 6%.
201015$245,562$16,500$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-5$245,562$16,500$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
200916$207,670$6,377$1,063iApproximate average salary by contribution assumption: employee only about $26,571 at 4% or $17,714 at 6%; with 50% employer match about $17,714 at 4% or $11,809 at 6%; with 100% employer match about $13,285 at 4% or $8,857 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-6$207,670$6,377$1,063iApproximate average salary by contribution assumption: employee only about $26,571 at 4% or $17,714 at 6%; with 50% employer match about $17,714 at 4% or $11,809 at 6%; with 100% employer match about $13,285 at 4% or $8,857 at 6%.
2008110$0$0-
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-10---
2007111$194,515$14,454$1,314iApproximate average salary by contribution assumption: employee only about $32,850 at 4% or $21,900 at 6%; with 50% employer match about $21,900 at 4% or $14,600 at 6%; with 100% employer match about $16,425 at 4% or $10,950 at 6%.
Tuscan and Company, P.A. 401K Profit Sharing Plan and Trust-11$194,515$14,454$1,314iApproximate average salary by contribution assumption: employee only about $32,850 at 4% or $21,900 at 6%; with 50% employer match about $21,900 at 4% or $14,600 at 6%; with 100% employer match about $16,425 at 4% or $10,950 at 6%.