Civic Intelligence

Jonathan D. Forman, M.D., P.A.

Plan context: Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust

EIN 41-2250118 • Tampa, FL • 18 filings • 2 plans

508 S. Habana Ave.Tampa, FL 33609
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$614,511

2025 Contributions

$62,323

Historical Graphs

Total Assets Over Time

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

$1,374,671$687,336$0200920172025YearValue
$614,511Latest year 2025

Participants Over Time

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

420200820172025YearValue
4Latest 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
202514$614,511$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$614,511$0-
202414$539,495$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$539,495$0-
202314$477,174$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$477,174$0-
202214$820,510$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$820,510$0-
202114$970,012$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$970,012$0-
202014$1,374,671$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$1,374,671$0-
201914$783,844$62,323$15,581iApproximate average salary by contribution assumption: employee only about $389,519 at 4% or $259,679 at 6%; with 50% employer match about $259,679 at 4% or $173,119 at 6%; with 100% employer match about $194,759 at 4% or $129,840 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$783,844$62,323$15,581iApproximate average salary by contribution assumption: employee only about $389,519 at 4% or $259,679 at 6%; with 50% employer match about $259,679 at 4% or $173,119 at 6%; with 100% employer match about $194,759 at 4% or $129,840 at 6%.
201814$610,403$64,509$16,127iApproximate average salary by contribution assumption: employee only about $403,181 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$610,403$64,509$16,127iApproximate average salary by contribution assumption: employee only about $403,181 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
201713$590,536$62,763$20,921iApproximate average salary by contribution assumption: employee only about $523,025 at 4% or $348,683 at 6%; with 50% employer match about $348,683 at 4% or $232,456 at 6%; with 100% employer match about $261,513 at 4% or $174,342 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$590,536$62,763$20,921iApproximate average salary by contribution assumption: employee only about $523,025 at 4% or $348,683 at 6%; with 50% employer match about $348,683 at 4% or $232,456 at 6%; with 100% employer match about $261,513 at 4% or $174,342 at 6%.
201614$492,621$62,869$15,717iApproximate average salary by contribution assumption: employee only about $392,931 at 4% or $261,954 at 6%; with 50% employer match about $261,954 at 4% or $174,636 at 6%; with 100% employer match about $196,466 at 4% or $130,977 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$492,621$62,869$15,717iApproximate average salary by contribution assumption: employee only about $392,931 at 4% or $261,954 at 6%; with 50% employer match about $261,954 at 4% or $174,636 at 6%; with 100% employer match about $196,466 at 4% or $130,977 at 6%.
201514$398,427$65,026$16,257iApproximate average salary by contribution assumption: employee only about $406,413 at 4% or $270,942 at 6%; with 50% employer match about $270,942 at 4% or $180,628 at 6%; with 100% employer match about $203,206 at 4% or $135,471 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$398,427$65,026$16,257iApproximate average salary by contribution assumption: employee only about $406,413 at 4% or $270,942 at 6%; with 50% employer match about $270,942 at 4% or $180,628 at 6%; with 100% employer match about $203,206 at 4% or $135,471 at 6%.
201414$348,178$63,566$15,892iApproximate average salary by contribution assumption: employee only about $397,288 at 4% or $264,858 at 6%; with 50% employer match about $264,858 at 4% or $176,572 at 6%; with 100% employer match about $198,644 at 4% or $132,429 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-4$348,178$63,566$15,892iApproximate average salary by contribution assumption: employee only about $397,288 at 4% or $264,858 at 6%; with 50% employer match about $264,858 at 4% or $176,572 at 6%; with 100% employer match about $198,644 at 4% or $132,429 at 6%.
201313$284,409$59,811$19,937iApproximate average salary by contribution assumption: employee only about $498,425 at 4% or $332,283 at 6%; with 50% employer match about $332,283 at 4% or $221,522 at 6%; with 100% employer match about $249,213 at 4% or $166,142 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$284,409$59,811$19,937iApproximate average salary by contribution assumption: employee only about $498,425 at 4% or $332,283 at 6%; with 50% employer match about $332,283 at 4% or $221,522 at 6%; with 100% employer match about $249,213 at 4% or $166,142 at 6%.
201213$224,417$58,398$19,466iApproximate average salary by contribution assumption: employee only about $486,650 at 4% or $324,433 at 6%; with 50% employer match about $324,433 at 4% or $216,289 at 6%; with 100% employer match about $243,325 at 4% or $162,217 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$224,417$58,398$19,466iApproximate average salary by contribution assumption: employee only about $486,650 at 4% or $324,433 at 6%; with 50% employer match about $324,433 at 4% or $216,289 at 6%; with 100% employer match about $243,325 at 4% or $162,217 at 6%.
201113$165,709$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$165,709$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201013$156,140$56,187$18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$156,140$56,187$18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%.
200913$99,576$55,493$18,498iApproximate average salary by contribution assumption: employee only about $462,442 at 4% or $308,294 at 6%; with 50% employer match about $308,294 at 4% or $205,530 at 6%; with 100% employer match about $231,221 at 4% or $154,147 at 6%.
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-3$99,576$55,493$18,498iApproximate average salary by contribution assumption: employee only about $462,442 at 4% or $308,294 at 6%; with 50% employer match about $308,294 at 4% or $205,530 at 6%; with 100% employer match about $231,221 at 4% or $154,147 at 6%.
200812$0$0-
Jonathan D. Forman, M.D., P.A. 401(K) Profit Sharing Plan and Trust-2---