Civic Intelligence

Fitzgerald & Isaacson LLP

Plan context: Fitzgerald & Isaacson LLP Ght Benefit Plan

EIN 27-3577148 • Coral Gables, FL • 14 filings • 2 plans

1701 Ponce DE Leon BlvdSte 200Coral Gables, FL 33134
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$546

2025 Contributions

$7,439

Historical Graphs

Total Assets Over Time

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

$590,748$295,374$0201220182025YearValue
$546Latest year 2025

Participants Over Time

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

420201220182025YearValue
3Latest year 2025

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
202513$546$7,439$2,480iApproximate average salary by contribution assumption: employee only about $61,992 at 4% or $41,328 at 6%; with 50% employer match about $41,328 at 4% or $27,552 at 6%; with 100% employer match about $30,996 at 4% or $20,664 at 6%.
Fitzgerald & Isaacson LLP Ght Benefit Plan-3$546$7,439$2,480iApproximate average salary by contribution assumption: employee only about $61,992 at 4% or $41,328 at 6%; with 50% employer match about $41,328 at 4% or $27,552 at 6%; with 100% employer match about $30,996 at 4% or $20,664 at 6%.
202410$0$0-
Fitzgerald & Isaacson LLP Retirement Plan and Trust-0$0$0-
202313$590,748$20,761$6,920iApproximate average salary by contribution assumption: employee only about $173,008 at 4% or $115,339 at 6%; with 50% employer match about $115,339 at 4% or $76,893 at 6%; with 100% employer match about $86,504 at 4% or $57,669 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-3$590,748$20,761$6,920iApproximate average salary by contribution assumption: employee only about $173,008 at 4% or $115,339 at 6%; with 50% employer match about $115,339 at 4% or $76,893 at 6%; with 100% employer match about $86,504 at 4% or $57,669 at 6%.
202214$432,215$50,047$12,512iApproximate average salary by contribution assumption: employee only about $312,794 at 4% or $208,529 at 6%; with 50% employer match about $208,529 at 4% or $139,019 at 6%; with 100% employer match about $156,397 at 4% or $104,265 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$432,215$50,047$12,512iApproximate average salary by contribution assumption: employee only about $312,794 at 4% or $208,529 at 6%; with 50% employer match about $208,529 at 4% or $139,019 at 6%; with 100% employer match about $156,397 at 4% or $104,265 at 6%.
202114$478,305$20,264$5,066iApproximate average salary by contribution assumption: employee only about $126,650 at 4% or $84,433 at 6%; with 50% employer match about $84,433 at 4% or $56,289 at 6%; with 100% employer match about $63,325 at 4% or $42,217 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$478,305$20,264$5,066iApproximate average salary by contribution assumption: employee only about $126,650 at 4% or $84,433 at 6%; with 50% employer match about $84,433 at 4% or $56,289 at 6%; with 100% employer match about $63,325 at 4% or $42,217 at 6%.
202014$418,205$65,954$16,489iApproximate average salary by contribution assumption: employee only about $412,213 at 4% or $274,808 at 6%; with 50% employer match about $274,808 at 4% or $183,206 at 6%; with 100% employer match about $206,106 at 4% or $137,404 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$418,205$65,954$16,489iApproximate average salary by contribution assumption: employee only about $412,213 at 4% or $274,808 at 6%; with 50% employer match about $274,808 at 4% or $183,206 at 6%; with 100% employer match about $206,106 at 4% or $137,404 at 6%.
201914$308,536$28,415$7,104iApproximate average salary by contribution assumption: employee only about $177,594 at 4% or $118,396 at 6%; with 50% employer match about $118,396 at 4% or $78,931 at 6%; with 100% employer match about $88,797 at 4% or $59,198 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$308,536$28,415$7,104iApproximate average salary by contribution assumption: employee only about $177,594 at 4% or $118,396 at 6%; with 50% employer match about $118,396 at 4% or $78,931 at 6%; with 100% employer match about $88,797 at 4% or $59,198 at 6%.
201814$228,877$87,679$21,920iApproximate average salary by contribution assumption: employee only about $547,994 at 4% or $365,329 at 6%; with 50% employer match about $365,329 at 4% or $243,553 at 6%; with 100% employer match about $273,997 at 4% or $182,665 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$228,877$87,679$21,920iApproximate average salary by contribution assumption: employee only about $547,994 at 4% or $365,329 at 6%; with 50% employer match about $365,329 at 4% or $243,553 at 6%; with 100% employer match about $273,997 at 4% or $182,665 at 6%.
201714$160,163$0-
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$160,163--
201614$144,548$23,906$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,608 at 6%; with 50% employer match about $99,608 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$144,548$23,906$5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,608 at 6%; with 50% employer match about $99,608 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%.
201514$110,480$0-
Fitzgerald & Isaacson LLP Retirement Plan and Trust-4$110,480$0-
201413$113,117$40,042$13,347iApproximate average salary by contribution assumption: employee only about $333,683 at 4% or $222,456 at 6%; with 50% employer match about $222,456 at 4% or $148,304 at 6%; with 100% employer match about $166,842 at 4% or $111,228 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-3$113,117$40,042$13,347iApproximate average salary by contribution assumption: employee only about $333,683 at 4% or $222,456 at 6%; with 50% employer match about $222,456 at 4% or $148,304 at 6%; with 100% employer match about $166,842 at 4% or $111,228 at 6%.
201313$73,089$38,249$12,750iApproximate average salary by contribution assumption: employee only about $318,742 at 4% or $212,494 at 6%; with 50% employer match about $212,494 at 4% or $141,663 at 6%; with 100% employer match about $159,371 at 4% or $106,247 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-3$73,089$38,249$12,750iApproximate average salary by contribution assumption: employee only about $318,742 at 4% or $212,494 at 6%; with 50% employer match about $212,494 at 4% or $141,663 at 6%; with 100% employer match about $159,371 at 4% or $106,247 at 6%.
201212$34,579$34,579$17,290iApproximate average salary by contribution assumption: employee only about $432,238 at 4% or $288,158 at 6%; with 50% employer match about $288,158 at 4% or $192,106 at 6%; with 100% employer match about $216,119 at 4% or $144,079 at 6%.
Fitzgerald & Isaacson LLP Retirement Plan and Trust-2$34,579$34,579$17,290iApproximate average salary by contribution assumption: employee only about $432,238 at 4% or $288,158 at 6%; with 50% employer match about $288,158 at 4% or $192,106 at 6%; with 100% employer match about $216,119 at 4% or $144,079 at 6%.