Cooper Heart Clinic, P.A.
Plan context: Cooper Heart Clinic, P.A. 401(K) Plan
EIN 46-3012288 • Sarasota, FL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,022,492
2025 Contributions
$128,554
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,022,492 | $128,554 | $64,277iApproximate average salary by contribution assumption: employee only about $1,606,925 at 4% or $1,071,283 at 6%; with 50% employer match about $1,071,283 at 4% or $714,189 at 6%; with 100% employer match about $803,463 at 4% or $535,642 at 6%. |
| Cooper Heart Clinic, P.A. 401(K) Plan | - | 2 | $1,022,492 | $128,554 | $64,277iApproximate average salary by contribution assumption: employee only about $1,606,925 at 4% or $1,071,283 at 6%; with 50% employer match about $1,071,283 at 4% or $714,189 at 6%; with 100% employer match about $803,463 at 4% or $535,642 at 6%. |
| 2024 | 1 | 3 | $864,363 | $158,697 | $52,899iApproximate average salary by contribution assumption: employee only about $1,322,475 at 4% or $881,650 at 6%; with 50% employer match about $881,650 at 4% or $587,767 at 6%; with 100% employer match about $661,238 at 4% or $440,825 at 6%. |
| Cooper Heart Clinic, P.A. 401(K) Plan | - | 3 | $864,363 | $158,697 | $52,899iApproximate average salary by contribution assumption: employee only about $1,322,475 at 4% or $881,650 at 6%; with 50% employer match about $881,650 at 4% or $587,767 at 6%; with 100% employer match about $661,238 at 4% or $440,825 at 6%. |
| 2023 | 1 | 3 | $625,772 | $147,576 | $49,192iApproximate average salary by contribution assumption: employee only about $1,229,800 at 4% or $819,867 at 6%; with 50% employer match about $819,867 at 4% or $546,578 at 6%; with 100% employer match about $614,900 at 4% or $409,933 at 6%. |
| Cooper Heart Clinic, P.A. 401(K) Plan | - | 3 | $625,772 | $147,576 | $49,192iApproximate average salary by contribution assumption: employee only about $1,229,800 at 4% or $819,867 at 6%; with 50% employer match about $819,867 at 4% or $546,578 at 6%; with 100% employer match about $614,900 at 4% or $409,933 at 6%. |