Civic Intelligence

Palma Ceia Wealth Management I

Plan context: Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust

EIN 38-3909293 • Tampa, FL • 7 filings • 3 plans

2909 W Bay To Bay Blvd Ste 402Tampa, FL 33629
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$98,350

2019 Contributions

$29,423

Historical Graphs

Total Assets Over Time

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

$325,629$162,815$0201320162019YearValue
$98,350Latest year 2019

Participants Over Time

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

210201320162019YearValue
2Latest year 2019

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
201912$98,350$29,423$14,712iApproximate average salary by contribution assumption: employee only about $367,788 at 4% or $245,192 at 6%; with 50% employer match about $245,192 at 4% or $163,461 at 6%; with 100% employer match about $183,894 at 4% or $122,596 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$98,350$29,423$14,712iApproximate average salary by contribution assumption: employee only about $367,788 at 4% or $245,192 at 6%; with 50% employer match about $245,192 at 4% or $163,461 at 6%; with 100% employer match about $183,894 at 4% or $122,596 at 6%.
201812$74,499$28,923$14,462iApproximate average salary by contribution assumption: employee only about $361,538 at 4% or $241,025 at 6%; with 50% employer match about $241,025 at 4% or $160,683 at 6%; with 100% employer match about $180,769 at 4% or $120,513 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$74,499$28,923$14,462iApproximate average salary by contribution assumption: employee only about $361,538 at 4% or $241,025 at 6%; with 50% employer match about $241,025 at 4% or $160,683 at 6%; with 100% employer match about $180,769 at 4% or $120,513 at 6%.
201712$325,629$28,189$14,095iApproximate average salary by contribution assumption: employee only about $352,363 at 4% or $234,908 at 6%; with 50% employer match about $234,908 at 4% or $156,606 at 6%; with 100% employer match about $176,181 at 4% or $117,454 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$325,629$28,189$14,095iApproximate average salary by contribution assumption: employee only about $352,363 at 4% or $234,908 at 6%; with 50% employer match about $234,908 at 4% or $156,606 at 6%; with 100% employer match about $176,181 at 4% or $117,454 at 6%.
201612$286,243$26,871$13,436iApproximate average salary by contribution assumption: employee only about $335,888 at 4% or $223,925 at 6%; with 50% employer match about $223,925 at 4% or $149,283 at 6%; with 100% employer match about $167,944 at 4% or $111,963 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$286,243$26,871$13,436iApproximate average salary by contribution assumption: employee only about $335,888 at 4% or $223,925 at 6%; with 50% employer match about $223,925 at 4% or $149,283 at 6%; with 100% employer match about $167,944 at 4% or $111,963 at 6%.
201512$299,831$2,842$1,421iApproximate average salary by contribution assumption: employee only about $35,525 at 4% or $23,683 at 6%; with 50% employer match about $23,683 at 4% or $15,789 at 6%; with 100% employer match about $17,763 at 4% or $11,842 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$299,831$2,842$1,421iApproximate average salary by contribution assumption: employee only about $35,525 at 4% or $23,683 at 6%; with 50% employer match about $23,683 at 4% or $15,789 at 6%; with 100% employer match about $17,763 at 4% or $11,842 at 6%.
201412$298,865$27,343$13,672iApproximate average salary by contribution assumption: employee only about $341,788 at 4% or $227,858 at 6%; with 50% employer match about $227,858 at 4% or $151,906 at 6%; with 100% employer match about $170,894 at 4% or $113,929 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$298,865$27,343$13,672iApproximate average salary by contribution assumption: employee only about $341,788 at 4% or $227,858 at 6%; with 50% employer match about $227,858 at 4% or $151,906 at 6%; with 100% employer match about $170,894 at 4% or $113,929 at 6%.
201312$260,364$240,733$120,367iApproximate average salary by contribution assumption: employee only about $3,009,163 at 4% or $2,006,108 at 6%; with 50% employer match about $2,006,108 at 4% or $1,337,406 at 6%; with 100% employer match about $1,504,581 at 4% or $1,003,054 at 6%.
Palma Ceia Wealth Management I 401 K Profit Sharing Plan Trust-2$260,364$240,733$120,367iApproximate average salary by contribution assumption: employee only about $3,009,163 at 4% or $2,006,108 at 6%; with 50% employer match about $2,006,108 at 4% or $1,337,406 at 6%; with 100% employer match about $1,504,581 at 4% or $1,003,054 at 6%.