Curtis, Bailey, Exelbysposito PC
Plan context: Curtis, Bailey, Exelbysposito Profit Sharing Plan
EIN 38-1988006 • 25 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,030,230
2024 Contributions
$73,397
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 | 1 | 5 | $3,030,230 | $73,397 | $14,679iApproximate average salary by contribution assumption: employee only about $366,985 at 4% or $244,657 at 6%; with 50% employer match about $244,657 at 4% or $163,104 at 6%; with 100% employer match about $183,493 at 4% or $122,328 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 5 | $3,030,230 | $73,397 | $14,679iApproximate average salary by contribution assumption: employee only about $366,985 at 4% or $244,657 at 6%; with 50% employer match about $244,657 at 4% or $163,104 at 6%; with 100% employer match about $183,493 at 4% or $122,328 at 6%. |
| 2023 | 1 | 5 | $2,786,323 | $87,037 | $17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 5 | $2,786,323 | $87,037 | $17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%. |
| 2022 | 1 | 4 | $2,396,615 | $109,149 | $27,287iApproximate average salary by contribution assumption: employee only about $682,181 at 4% or $454,788 at 6%; with 50% employer match about $454,788 at 4% or $303,192 at 6%; with 100% employer match about $341,091 at 4% or $227,394 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 4 | $2,396,615 | $109,149 | $27,287iApproximate average salary by contribution assumption: employee only about $682,181 at 4% or $454,788 at 6%; with 50% employer match about $454,788 at 4% or $303,192 at 6%; with 100% employer match about $341,091 at 4% or $227,394 at 6%. |
| 2021 | 1 | 4 | $3,179,138 | $103,424 | $25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 4 | $3,179,138 | $103,424 | $25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%. |
| 2020 | 1 | 4 | $2,635,196 | $84,207 | $21,052iApproximate average salary by contribution assumption: employee only about $526,294 at 4% or $350,863 at 6%; with 50% employer match about $350,863 at 4% or $233,908 at 6%; with 100% employer match about $263,147 at 4% or $175,431 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 4 | $2,635,196 | $84,207 | $21,052iApproximate average salary by contribution assumption: employee only about $526,294 at 4% or $350,863 at 6%; with 50% employer match about $350,863 at 4% or $233,908 at 6%; with 100% employer match about $263,147 at 4% or $175,431 at 6%. |
| 2019 | 1 | 4 | $2,205,238 | $74,604 | $18,651iApproximate average salary by contribution assumption: employee only about $466,275 at 4% or $310,850 at 6%; with 50% employer match about $310,850 at 4% or $207,233 at 6%; with 100% employer match about $233,138 at 4% or $155,425 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 4 | $2,205,238 | $74,604 | $18,651iApproximate average salary by contribution assumption: employee only about $466,275 at 4% or $310,850 at 6%; with 50% employer match about $310,850 at 4% or $207,233 at 6%; with 100% employer match about $233,138 at 4% or $155,425 at 6%. |
| 2018 | 1 | 5 | $1,744,303 | $97,856 | $19,571iApproximate average salary by contribution assumption: employee only about $489,280 at 4% or $326,187 at 6%; with 50% employer match about $326,187 at 4% or $217,458 at 6%; with 100% employer match about $244,640 at 4% or $163,093 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 5 | $1,744,303 | $97,856 | $19,571iApproximate average salary by contribution assumption: employee only about $489,280 at 4% or $326,187 at 6%; with 50% employer match about $326,187 at 4% or $217,458 at 6%; with 100% employer match about $244,640 at 4% or $163,093 at 6%. |
| 2017 | 1 | 6 | $1,775,728 | $103,580 | $17,263iApproximate average salary by contribution assumption: employee only about $431,583 at 4% or $287,722 at 6%; with 50% employer match about $287,722 at 4% or $191,815 at 6%; with 100% employer match about $215,792 at 4% or $143,861 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 6 | $1,775,728 | $103,580 | $17,263iApproximate average salary by contribution assumption: employee only about $431,583 at 4% or $287,722 at 6%; with 50% employer match about $287,722 at 4% or $191,815 at 6%; with 100% employer match about $215,792 at 4% or $143,861 at 6%. |
| 2016 | 1 | 9 | $1,466,526 | $94,783 | $10,531iApproximate average salary by contribution assumption: employee only about $263,286 at 4% or $175,524 at 6%; with 50% employer match about $175,524 at 4% or $117,016 at 6%; with 100% employer match about $131,643 at 4% or $87,762 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 9 | $1,466,526 | $94,783 | $10,531iApproximate average salary by contribution assumption: employee only about $263,286 at 4% or $175,524 at 6%; with 50% employer match about $175,524 at 4% or $117,016 at 6%; with 100% employer match about $131,643 at 4% or $87,762 at 6%. |
| 2015 | 1 | 10 | $1,320,772 | $56,421 | $5,642iApproximate average salary by contribution assumption: employee only about $141,053 at 4% or $94,035 at 6%; with 50% employer match about $94,035 at 4% or $62,690 at 6%; with 100% employer match about $70,526 at 4% or $47,018 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 10 | $1,320,772 | $56,421 | $5,642iApproximate average salary by contribution assumption: employee only about $141,053 at 4% or $94,035 at 6%; with 50% employer match about $94,035 at 4% or $62,690 at 6%; with 100% employer match about $70,526 at 4% or $47,018 at 6%. |
| 2014 | 1 | 9 | $1,468,602 | $64,738 | $7,193iApproximate average salary by contribution assumption: employee only about $179,828 at 4% or $119,885 at 6%; with 50% employer match about $119,885 at 4% or $79,923 at 6%; with 100% employer match about $89,914 at 4% or $59,943 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 9 | $1,468,602 | $64,738 | $7,193iApproximate average salary by contribution assumption: employee only about $179,828 at 4% or $119,885 at 6%; with 50% employer match about $119,885 at 4% or $79,923 at 6%; with 100% employer match about $89,914 at 4% or $59,943 at 6%. |
| 2013 | 1 | 12 | $1,338,063 | $66,186 | $5,516iApproximate average salary by contribution assumption: employee only about $137,888 at 4% or $91,925 at 6%; with 50% employer match about $91,925 at 4% or $61,283 at 6%; with 100% employer match about $68,944 at 4% or $45,963 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 12 | $1,338,063 | $66,186 | $5,516iApproximate average salary by contribution assumption: employee only about $137,888 at 4% or $91,925 at 6%; with 50% employer match about $91,925 at 4% or $61,283 at 6%; with 100% employer match about $68,944 at 4% or $45,963 at 6%. |
| 2012 | 1 | 14 | $1,061,274 | $60,922 | $4,352iApproximate average salary by contribution assumption: employee only about $108,789 at 4% or $72,526 at 6%; with 50% employer match about $72,526 at 4% or $48,351 at 6%; with 100% employer match about $54,395 at 4% or $36,263 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 14 | $1,061,274 | $60,922 | $4,352iApproximate average salary by contribution assumption: employee only about $108,789 at 4% or $72,526 at 6%; with 50% employer match about $72,526 at 4% or $48,351 at 6%; with 100% employer match about $54,395 at 4% or $36,263 at 6%. |
| 2011 | 1 | 14 | $972,884 | $54,785 | $3,913iApproximate average salary by contribution assumption: employee only about $97,830 at 4% or $65,220 at 6%; with 50% employer match about $65,220 at 4% or $43,480 at 6%; with 100% employer match about $48,915 at 4% or $32,610 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 14 | $972,884 | $54,785 | $3,913iApproximate average salary by contribution assumption: employee only about $97,830 at 4% or $65,220 at 6%; with 50% employer match about $65,220 at 4% or $43,480 at 6%; with 100% employer match about $48,915 at 4% or $32,610 at 6%. |
| 2010 | 1 | 16 | $961,451 | $60,079 | $3,755iApproximate average salary by contribution assumption: employee only about $93,873 at 4% or $62,582 at 6%; with 50% employer match about $62,582 at 4% or $41,722 at 6%; with 100% employer match about $46,937 at 4% or $31,291 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 16 | $961,451 | $60,079 | $3,755iApproximate average salary by contribution assumption: employee only about $93,873 at 4% or $62,582 at 6%; with 50% employer match about $62,582 at 4% or $41,722 at 6%; with 100% employer match about $46,937 at 4% or $31,291 at 6%. |
| 2009 | 1 | 18 | $835,760 | $60,409 | $3,356iApproximate average salary by contribution assumption: employee only about $83,901 at 4% or $55,934 at 6%; with 50% employer match about $55,934 at 4% or $37,290 at 6%; with 100% employer match about $41,951 at 4% or $27,967 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 18 | $835,760 | $60,409 | $3,356iApproximate average salary by contribution assumption: employee only about $83,901 at 4% or $55,934 at 6%; with 50% employer match about $55,934 at 4% or $37,290 at 6%; with 100% employer match about $41,951 at 4% or $27,967 at 6%. |
| 2008 | 1 | 0 | $676,222 | $59,699 | - |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 0 | $676,222 | $59,699 | - |
| 2006 | 1 | 13 | $909,473 | $60,898 | $4,684iApproximate average salary by contribution assumption: employee only about $117,112 at 4% or $78,074 at 6%; with 50% employer match about $78,074 at 4% or $52,050 at 6%; with 100% employer match about $58,556 at 4% or $39,037 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 13 | $909,473 | $60,898 | $4,684iApproximate average salary by contribution assumption: employee only about $117,112 at 4% or $78,074 at 6%; with 50% employer match about $78,074 at 4% or $52,050 at 6%; with 100% employer match about $58,556 at 4% or $39,037 at 6%. |
| 2005 | 1 | 12 | $841,622 | $47,395 | $3,950iApproximate average salary by contribution assumption: employee only about $98,740 at 4% or $65,826 at 6%; with 50% employer match about $65,826 at 4% or $43,884 at 6%; with 100% employer match about $49,370 at 4% or $32,913 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 12 | $841,622 | $47,395 | $3,950iApproximate average salary by contribution assumption: employee only about $98,740 at 4% or $65,826 at 6%; with 50% employer match about $65,826 at 4% or $43,884 at 6%; with 100% employer match about $49,370 at 4% or $32,913 at 6%. |
| 2004 | 1 | 12 | $775,110 | $42,291 | $3,524iApproximate average salary by contribution assumption: employee only about $88,106 at 4% or $58,738 at 6%; with 50% employer match about $58,738 at 4% or $39,158 at 6%; with 100% employer match about $44,053 at 4% or $29,369 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 12 | $775,110 | $42,291 | $3,524iApproximate average salary by contribution assumption: employee only about $88,106 at 4% or $58,738 at 6%; with 50% employer match about $58,738 at 4% or $39,158 at 6%; with 100% employer match about $44,053 at 4% or $29,369 at 6%. |
| 2003 | 1 | 12 | $675,516 | $49,266 | $4,106iApproximate average salary by contribution assumption: employee only about $102,638 at 4% or $68,425 at 6%; with 50% employer match about $68,425 at 4% or $45,617 at 6%; with 100% employer match about $51,319 at 4% or $34,213 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 12 | $675,516 | $49,266 | $4,106iApproximate average salary by contribution assumption: employee only about $102,638 at 4% or $68,425 at 6%; with 50% employer match about $68,425 at 4% or $45,617 at 6%; with 100% employer match about $51,319 at 4% or $34,213 at 6%. |
| 2002 | 1 | 12 | $658,834 | $40,680 | $3,390iApproximate average salary by contribution assumption: employee only about $84,750 at 4% or $56,500 at 6%; with 50% employer match about $56,500 at 4% or $37,667 at 6%; with 100% employer match about $42,375 at 4% or $28,250 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 12 | $658,834 | $40,680 | $3,390iApproximate average salary by contribution assumption: employee only about $84,750 at 4% or $56,500 at 6%; with 50% employer match about $56,500 at 4% or $37,667 at 6%; with 100% employer match about $42,375 at 4% or $28,250 at 6%. |
| 2001 | 1 | 14 | $705,322 | $90,333 | $6,452iApproximate average salary by contribution assumption: employee only about $161,309 at 4% or $107,539 at 6%; with 50% employer match about $107,539 at 4% or $71,693 at 6%; with 100% employer match about $80,654 at 4% or $53,770 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 14 | $705,322 | $90,333 | $6,452iApproximate average salary by contribution assumption: employee only about $161,309 at 4% or $107,539 at 6%; with 50% employer match about $107,539 at 4% or $71,693 at 6%; with 100% employer match about $80,654 at 4% or $53,770 at 6%. |
| 2000 | 1 | 20 | $632,887 | $66,711 | $3,336iApproximate average salary by contribution assumption: employee only about $83,389 at 4% or $55,593 at 6%; with 50% employer match about $55,593 at 4% or $37,062 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%. |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 20 | $632,887 | $66,711 | $3,336iApproximate average salary by contribution assumption: employee only about $83,389 at 4% or $55,593 at 6%; with 50% employer match about $55,593 at 4% or $37,062 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%. |
| 1999 | 1 | 7 | $514,479 | $0 | - |
| Curtis, Bailey, Exelbysposito Profit Sharing Plan | - | 7 | $514,479 | - | - |