Florida Surgical Physicians, P.A.
Plan context: FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN
EIN 27-1866687 • Jacksonville, FL • 15 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$509,211
2024 Contributions
$102,885
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $509,211 | $102,885 | $14,698iApproximate average salary by contribution assumption: employee only about $367,446 at 4% or $244,964 at 6%; with 50% employer match about $244,964 at 4% or $163,310 at 6%; with 100% employer match about $183,723 at 4% or $122,482 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | - | 3 | $300,403 | $80,457 | $26,819iApproximate average salary by contribution assumption: employee only about $670,475 at 4% or $446,983 at 6%; with 50% employer match about $446,983 at 4% or $297,989 at 6%; with 100% employer match about $335,238 at 4% or $223,492 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN | - | 7 | $208,808 | $22,428 | $3,204iApproximate average salary by contribution assumption: employee only about $80,100 at 4% or $53,400 at 6%; with 50% employer match about $53,400 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%. |
| 2023 | 2 | 7 | $363,060 | $167,277 | $23,897iApproximate average salary by contribution assumption: employee only about $597,418 at 4% or $398,279 at 6%; with 50% employer match about $398,279 at 4% or $265,519 at 6%; with 100% employer match about $298,709 at 4% or $199,139 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | - | 3 | $196,147 | $83,603 | $27,868iApproximate average salary by contribution assumption: employee only about $696,692 at 4% or $464,461 at 6%; with 50% employer match about $464,461 at 4% or $309,641 at 6%; with 100% employer match about $348,346 at 4% or $232,231 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN | - | 7 | $166,913 | $83,674 | $11,953iApproximate average salary by contribution assumption: employee only about $298,836 at 4% or $199,224 at 6%; with 50% employer match about $199,224 at 4% or $132,816 at 6%; with 100% employer match about $149,418 at 4% or $99,612 at 6%. |
| 2022 | 2 | 4 | $175,442 | $175,442 | $43,861iApproximate average salary by contribution assumption: employee only about $1,096,513 at 4% or $731,008 at 6%; with 50% employer match about $731,008 at 4% or $487,339 at 6%; with 100% employer match about $548,256 at 4% or $365,504 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | - | 3 | $100,470 | $100,470 | $33,490iApproximate average salary by contribution assumption: employee only about $837,250 at 4% or $558,167 at 6%; with 50% employer match about $558,167 at 4% or $372,111 at 6%; with 100% employer match about $418,625 at 4% or $279,083 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN | - | 4 | $74,972 | $74,972 | $18,743iApproximate average salary by contribution assumption: employee only about $468,575 at 4% or $312,383 at 6%; with 50% employer match about $312,383 at 4% or $208,256 at 6%; with 100% employer match about $234,288 at 4% or $156,192 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 6 | $374,643 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 6 | $374,643 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2018 | 1 | 6 | $278,188 | $50,048 | $8,341iApproximate average salary by contribution assumption: employee only about $208,533 at 4% or $139,022 at 6%; with 50% employer match about $139,022 at 4% or $92,681 at 6%; with 100% employer match about $104,267 at 4% or $69,511 at 6%. |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 6 | $278,188 | $50,048 | $8,341iApproximate average salary by contribution assumption: employee only about $208,533 at 4% or $139,022 at 6%; with 50% employer match about $139,022 at 4% or $92,681 at 6%; with 100% employer match about $104,267 at 4% or $69,511 at 6%. |
| 2017 | 2 | 6 | $236,895 | $52,723 | $8,787iApproximate average salary by contribution assumption: employee only about $219,679 at 4% or $146,453 at 6%; with 50% employer match about $146,453 at 4% or $97,635 at 6%; with 100% employer match about $109,840 at 4% or $73,226 at 6%. |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 6 | $236,895 | $52,723 | $8,787iApproximate average salary by contribution assumption: employee only about $219,679 at 4% or $146,453 at 6%; with 50% employer match about $146,453 at 4% or $97,635 at 6%; with 100% employer match about $109,840 at 4% or $73,226 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2016 | 2 | 4 | $351,214 | $228,951 | $57,238iApproximate average salary by contribution assumption: employee only about $1,430,944 at 4% or $953,963 at 6%; with 50% employer match about $953,963 at 4% or $635,975 at 6%; with 100% employer match about $715,472 at 4% or $476,981 at 6%. |
| FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | - | 4 | $193,474 | $81,300 | $20,325iApproximate average salary by contribution assumption: employee only about $508,125 at 4% or $338,750 at 6%; with 50% employer match about $338,750 at 4% or $225,833 at 6%; with 100% employer match about $254,063 at 4% or $169,375 at 6%. |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 4 | $157,740 | $147,651 | $36,913iApproximate average salary by contribution assumption: employee only about $922,819 at 4% or $615,213 at 6%; with 50% employer match about $615,213 at 4% or $410,142 at 6%; with 100% employer match about $461,409 at 4% or $307,606 at 6%. |
| 2015 | 2 | 4 | $115,680 | $115,680 | $28,920iApproximate average salary by contribution assumption: employee only about $723,000 at 4% or $482,000 at 6%; with 50% employer match about $482,000 at 4% or $321,333 at 6%; with 100% employer match about $361,500 at 4% or $241,000 at 6%. |
| FLORIDA SURGICAL PHYSICIANS CASH BALANCE PLAN | - | 4 | $112,037 | $112,037 | $28,009iApproximate average salary by contribution assumption: employee only about $700,231 at 4% or $466,821 at 6%; with 50% employer match about $466,821 at 4% or $311,214 at 6%; with 100% employer match about $350,116 at 4% or $233,410 at 6%. |
| Florida Surgical Physicians, P.A. 401(K) Profit Sharing Plan | - | 2 | $3,643 | $3,643 | $1,822iApproximate average salary by contribution assumption: employee only about $45,538 at 4% or $30,358 at 6%; with 50% employer match about $30,358 at 4% or $20,239 at 6%; with 100% employer match about $22,769 at 4% or $15,179 at 6%. |