Civic Intelligence

Suncoast Equity Management LLC

Plan context: Suncoast Equity Management Inc 401(K) Profit Sharing Plan

EIN 47-4482326 • Tampa, FL • 11 filings • 1 plans

5550 Executive Dr #320Tampa, FL 33609
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$5,455,707

2025 Contributions

$512,323

Historical Graphs

Total Assets Over Time

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

$5,455,707$2,727,854$0201520202025YearValue
$5,455,707Latest year 2025

Participants Over Time

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

23120201520202025YearValue
23Latest 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
2025123$5,455,707$512,323$22,275iApproximate average salary by contribution assumption: employee only about $556,873 at 4% or $371,249 at 6%; with 50% employer match about $371,249 at 4% or $247,499 at 6%; with 100% employer match about $278,436 at 4% or $185,624 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-23$5,455,707$512,323$22,275iApproximate average salary by contribution assumption: employee only about $556,873 at 4% or $371,249 at 6%; with 50% employer match about $371,249 at 4% or $247,499 at 6%; with 100% employer match about $278,436 at 4% or $185,624 at 6%.
2024121$4,622,454$412,613$19,648iApproximate average salary by contribution assumption: employee only about $491,206 at 4% or $327,471 at 6%; with 50% employer match about $327,471 at 4% or $218,314 at 6%; with 100% employer match about $245,603 at 4% or $163,735 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-21$4,622,454$412,613$19,648iApproximate average salary by contribution assumption: employee only about $491,206 at 4% or $327,471 at 6%; with 50% employer match about $327,471 at 4% or $218,314 at 6%; with 100% employer match about $245,603 at 4% or $163,735 at 6%.
2023117$3,421,694$332,868$19,580iApproximate average salary by contribution assumption: employee only about $489,512 at 4% or $326,341 at 6%; with 50% employer match about $326,341 at 4% or $217,561 at 6%; with 100% employer match about $244,756 at 4% or $163,171 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-17$3,421,694$332,868$19,580iApproximate average salary by contribution assumption: employee only about $489,512 at 4% or $326,341 at 6%; with 50% employer match about $326,341 at 4% or $217,561 at 6%; with 100% employer match about $244,756 at 4% or $163,171 at 6%.
2022118$2,325,620$293,067$16,282iApproximate average salary by contribution assumption: employee only about $407,038 at 4% or $271,358 at 6%; with 50% employer match about $271,358 at 4% or $180,906 at 6%; with 100% employer match about $203,519 at 4% or $135,679 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-18$2,325,620$293,067$16,282iApproximate average salary by contribution assumption: employee only about $407,038 at 4% or $271,358 at 6%; with 50% employer match about $271,358 at 4% or $180,906 at 6%; with 100% employer match about $203,519 at 4% or $135,679 at 6%.
2021113$2,629,601$261,048$20,081iApproximate average salary by contribution assumption: employee only about $502,015 at 4% or $334,677 at 6%; with 50% employer match about $334,677 at 4% or $223,118 at 6%; with 100% employer match about $251,008 at 4% or $167,338 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-13$2,629,601$261,048$20,081iApproximate average salary by contribution assumption: employee only about $502,015 at 4% or $334,677 at 6%; with 50% employer match about $334,677 at 4% or $223,118 at 6%; with 100% employer match about $251,008 at 4% or $167,338 at 6%.
202019$1,818,797$216,052$24,006iApproximate average salary by contribution assumption: employee only about $600,144 at 4% or $400,096 at 6%; with 50% employer match about $400,096 at 4% or $266,731 at 6%; with 100% employer match about $300,072 at 4% or $200,048 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-9$1,818,797$216,052$24,006iApproximate average salary by contribution assumption: employee only about $600,144 at 4% or $400,096 at 6%; with 50% employer match about $400,096 at 4% or $266,731 at 6%; with 100% employer match about $300,072 at 4% or $200,048 at 6%.
201917$1,214,252$196,759$28,108iApproximate average salary by contribution assumption: employee only about $702,711 at 4% or $468,474 at 6%; with 50% employer match about $468,474 at 4% or $312,316 at 6%; with 100% employer match about $351,355 at 4% or $234,237 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-7$1,214,252$196,759$28,108iApproximate average salary by contribution assumption: employee only about $702,711 at 4% or $468,474 at 6%; with 50% employer match about $468,474 at 4% or $312,316 at 6%; with 100% employer match about $351,355 at 4% or $234,237 at 6%.
201815$729,007$133,756$26,751iApproximate average salary by contribution assumption: employee only about $668,780 at 4% or $445,853 at 6%; with 50% employer match about $445,853 at 4% or $297,236 at 6%; with 100% employer match about $334,390 at 4% or $222,927 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-5$729,007$133,756$26,751iApproximate average salary by contribution assumption: employee only about $668,780 at 4% or $445,853 at 6%; with 50% employer match about $445,853 at 4% or $297,236 at 6%; with 100% employer match about $334,390 at 4% or $222,927 at 6%.
201715$589,866$121,887$24,377iApproximate average salary by contribution assumption: employee only about $609,435 at 4% or $406,290 at 6%; with 50% employer match about $406,290 at 4% or $270,860 at 6%; with 100% employer match about $304,718 at 4% or $203,145 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-5$589,866$121,887$24,377iApproximate average salary by contribution assumption: employee only about $609,435 at 4% or $406,290 at 6%; with 50% employer match about $406,290 at 4% or $270,860 at 6%; with 100% employer match about $304,718 at 4% or $203,145 at 6%.
201615$343,728$110,430$22,086iApproximate average salary by contribution assumption: employee only about $552,150 at 4% or $368,100 at 6%; with 50% employer match about $368,100 at 4% or $245,400 at 6%; with 100% employer match about $276,075 at 4% or $184,050 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-5$343,728$110,430$22,086iApproximate average salary by contribution assumption: employee only about $552,150 at 4% or $368,100 at 6%; with 50% employer match about $368,100 at 4% or $245,400 at 6%; with 100% employer match about $276,075 at 4% or $184,050 at 6%.
201514$234,879$152,641$38,160iApproximate average salary by contribution assumption: employee only about $954,006 at 4% or $636,004 at 6%; with 50% employer match about $636,004 at 4% or $424,003 at 6%; with 100% employer match about $477,003 at 4% or $318,002 at 6%.
Suncoast Equity Management Inc 401(K) Profit Sharing Plan-4$234,879$152,641$38,160iApproximate average salary by contribution assumption: employee only about $954,006 at 4% or $636,004 at 6%; with 50% employer match about $636,004 at 4% or $424,003 at 6%; with 100% employer match about $477,003 at 4% or $318,002 at 6%.