Andrew Kortz MD Pa
Plan context: Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust
EIN 56-2410149 • Pensacola, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$226,865
2025 Contributions
$45,761
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 | 5 | $226,865 | $45,761 | $9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%. |
| Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust | - | 5 | $226,865 | $45,761 | $9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%. |
| 2024 | 1 | 4 | $179,930 | $40,150 | $10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%. |
| Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust | - | 4 | $179,930 | $40,150 | $10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%. |
| 2023 | 1 | 7 | $111,457 | $35,761 | $5,109iApproximate average salary by contribution assumption: employee only about $127,718 at 4% or $85,145 at 6%; with 50% employer match about $85,145 at 4% or $56,763 at 6%; with 100% employer match about $63,859 at 4% or $42,573 at 6%. |
| Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust | - | 7 | $111,457 | $35,761 | $5,109iApproximate average salary by contribution assumption: employee only about $127,718 at 4% or $85,145 at 6%; with 50% employer match about $85,145 at 4% or $56,763 at 6%; with 100% employer match about $63,859 at 4% or $42,573 at 6%. |
| 2022 | 1 | 4 | $59,638 | $38,998 | $9,750iApproximate average salary by contribution assumption: employee only about $243,738 at 4% or $162,492 at 6%; with 50% employer match about $162,492 at 4% or $108,328 at 6%; with 100% employer match about $121,869 at 4% or $81,246 at 6%. |
| Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust | - | 4 | $59,638 | $38,998 | $9,750iApproximate average salary by contribution assumption: employee only about $243,738 at 4% or $162,492 at 6%; with 50% employer match about $162,492 at 4% or $108,328 at 6%; with 100% employer match about $121,869 at 4% or $81,246 at 6%. |
| 2021 | 1 | 3 | $31,007 | $28,423 | $9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,906 at 6%; with 50% employer match about $157,906 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%. |
| Andrew Kortz MD Pa 401(K) Profit Sharing Plan & Trust | - | 3 | $31,007 | $28,423 | $9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,906 at 6%; with 50% employer match about $157,906 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%. |