Civic Intelligence

Suma & Durga, P.A.

Plan context: Suma & Durga, P.A. 401(K) Profit Sharing Plan

EIN 26-4457213 • Winter Haven, FL • 19 filings • 2 plans

4354 Duck Down LaneWinter Haven, FL 33884-3293
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,022,035

2024 Contributions

$24,000

Historical Graphs

Total Assets Over Time

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

$2,022,035$1,011,018$0201320192024YearValue
$2,022,035Latest year 2024

Participants Over Time

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

630201320192024YearValue
3Latest 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
202413$2,022,035$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-3$2,022,035$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
202313$1,722,601$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-3$1,722,601$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
202213$1,427,834$38,150$12,717iApproximate average salary by contribution assumption: employee only about $317,917 at 4% or $211,944 at 6%; with 50% employer match about $211,944 at 4% or $141,296 at 6%; with 100% employer match about $158,958 at 4% or $105,972 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-3$1,427,834$38,150$12,717iApproximate average salary by contribution assumption: employee only about $317,917 at 4% or $211,944 at 6%; with 50% employer match about $211,944 at 4% or $141,296 at 6%; with 100% employer match about $158,958 at 4% or $105,972 at 6%.
202115$1,732,246$64,700$12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-5$1,732,246$64,700$12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%.
202015$1,427,706$45,500$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-5$1,427,706$45,500$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
201924$1,288,361$1,001,609$250,402iApproximate average salary by contribution assumption: employee only about $6,260,056 at 4% or $4,173,371 at 6%; with 50% employer match about $4,173,371 at 4% or $2,782,247 at 6%; with 100% employer match about $3,130,028 at 4% or $2,086,685 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-4$1,288,361$971,648$242,912iApproximate average salary by contribution assumption: employee only about $6,072,800 at 4% or $4,048,533 at 6%; with 50% employer match about $4,048,533 at 4% or $2,699,022 at 6%; with 100% employer match about $3,036,400 at 4% or $2,024,267 at 6%.
Suma & Durga, P.A. Cash Balance Plan-0$0$29,961-
201824$1,056,321$86,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Suma & Durga, P.A. Cash Balance Plan-2$796,221$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-4$260,100$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201725$1,045,213$180,560$36,112iApproximate average salary by contribution assumption: employee only about $902,800 at 4% or $601,867 at 6%; with 50% employer match about $601,867 at 4% or $401,244 at 6%; with 100% employer match about $451,400 at 4% or $300,933 at 6%.
Suma & Durga, P.A. Cash Balance Plan-2$792,052$138,673$69,337iApproximate average salary by contribution assumption: employee only about $1,733,413 at 4% or $1,155,608 at 6%; with 50% employer match about $1,155,608 at 4% or $770,406 at 6%; with 100% employer match about $866,706 at 4% or $577,804 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-5$253,161$41,887$8,377iApproximate average salary by contribution assumption: employee only about $209,435 at 4% or $139,623 at 6%; with 50% employer match about $139,623 at 4% or $93,082 at 6%; with 100% employer match about $104,718 at 4% or $69,812 at 6%.
201626$781,576$145,843$24,307iApproximate average salary by contribution assumption: employee only about $607,679 at 4% or $405,119 at 6%; with 50% employer match about $405,119 at 4% or $270,080 at 6%; with 100% employer match about $303,840 at 4% or $202,560 at 6%.
Suma & Durga, P.A. Cash Balance Plan-6$591,870$100,172$16,695iApproximate average salary by contribution assumption: employee only about $417,383 at 4% or $278,256 at 6%; with 50% employer match about $278,256 at 4% or $185,504 at 6%; with 100% employer match about $208,692 at 4% or $139,128 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-6$189,706$45,671$7,612iApproximate average salary by contribution assumption: employee only about $190,296 at 4% or $126,864 at 6%; with 50% employer match about $126,864 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%.
201525$609,414$166,359$33,272iApproximate average salary by contribution assumption: employee only about $831,795 at 4% or $554,530 at 6%; with 50% employer match about $554,530 at 4% or $369,687 at 6%; with 100% employer match about $415,898 at 4% or $277,265 at 6%.
Suma & Durga, P.A. Cash Balance Plan-3$472,356$124,784$41,595iApproximate average salary by contribution assumption: employee only about $1,039,867 at 4% or $693,244 at 6%; with 50% employer match about $693,244 at 4% or $462,163 at 6%; with 100% employer match about $519,933 at 4% or $346,622 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-5$137,058$41,575$8,315iApproximate average salary by contribution assumption: employee only about $207,875 at 4% or $138,583 at 6%; with 50% employer match about $138,583 at 4% or $92,389 at 6%; with 100% employer match about $103,938 at 4% or $69,292 at 6%.
201422$457,399$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
Suma & Durga, P.A. Cash Balance Plan-2$357,806$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-2$99,593$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201322$240,600$240,600$120,300iApproximate average salary by contribution assumption: employee only about $3,007,500 at 4% or $2,005,000 at 6%; with 50% employer match about $2,005,000 at 4% or $1,336,667 at 6%; with 100% employer match about $1,503,750 at 4% or $1,002,500 at 6%.
Suma & Durga, P.A. Cash Balance Plan-2$175,000$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Suma & Durga, P.A. 401(K) Profit Sharing Plan-2$65,600$65,600$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.