Civic Intelligence

Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A.

Plan context: Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust

EIN 59-1460004 • Coral Gables, FL • 26 filings • 8 plans

4621 Ponce DE Leon BlvdCoral Gables, FL 33146
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,550,967

2024 Contributions

$445,657

Historical Graphs

Total Assets Over Time

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

$3,407,758$1,703,879$0199920172024YearValue
$2,550,967Latest year 2024

Participants Over Time

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

27140199920092024YearValue
27Latest year 2024

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
2024127$2,550,967$445,657$16,506iApproximate average salary by contribution assumption: employee only about $412,645 at 4% or $275,097 at 6%; with 50% employer match about $275,097 at 4% or $183,398 at 6%; with 100% employer match about $206,323 at 4% or $137,548 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-27$2,550,967$445,657$16,506iApproximate average salary by contribution assumption: employee only about $412,645 at 4% or $275,097 at 6%; with 50% employer match about $275,097 at 4% or $183,398 at 6%; with 100% employer match about $206,323 at 4% or $137,548 at 6%.
2023122$2,076,221$385,448$17,520iApproximate average salary by contribution assumption: employee only about $438,009 at 4% or $292,006 at 6%; with 50% employer match about $292,006 at 4% or $194,671 at 6%; with 100% employer match about $219,005 at 4% or $146,003 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-22$2,076,221$385,448$17,520iApproximate average salary by contribution assumption: employee only about $438,009 at 4% or $292,006 at 6%; with 50% employer match about $292,006 at 4% or $194,671 at 6%; with 100% employer match about $219,005 at 4% or $146,003 at 6%.
2022121$1,508,257$328,220$15,630iApproximate average salary by contribution assumption: employee only about $390,738 at 4% or $260,492 at 6%; with 50% employer match about $260,492 at 4% or $173,661 at 6%; with 100% employer match about $195,369 at 4% or $130,246 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-21$1,508,257$328,220$15,630iApproximate average salary by contribution assumption: employee only about $390,738 at 4% or $260,492 at 6%; with 50% employer match about $260,492 at 4% or $173,661 at 6%; with 100% employer match about $195,369 at 4% or $130,246 at 6%.
2021117$1,170,007$279,641$16,449iApproximate average salary by contribution assumption: employee only about $411,237 at 4% or $274,158 at 6%; with 50% employer match about $274,158 at 4% or $182,772 at 6%; with 100% employer match about $205,618 at 4% or $137,079 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-17$1,170,007$279,641$16,449iApproximate average salary by contribution assumption: employee only about $411,237 at 4% or $274,158 at 6%; with 50% employer match about $274,158 at 4% or $182,772 at 6%; with 100% employer match about $205,618 at 4% or $137,079 at 6%.
2020117$1,007,752$443,212$26,071iApproximate average salary by contribution assumption: employee only about $651,782 at 4% or $434,522 at 6%; with 50% employer match about $434,522 at 4% or $289,681 at 6%; with 100% employer match about $325,891 at 4% or $217,261 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-17$1,007,752$443,212$26,071iApproximate average salary by contribution assumption: employee only about $651,782 at 4% or $434,522 at 6%; with 50% employer match about $434,522 at 4% or $289,681 at 6%; with 100% employer match about $325,891 at 4% or $217,261 at 6%.
2019115$604,125$213,827$14,255iApproximate average salary by contribution assumption: employee only about $356,378 at 4% or $237,586 at 6%; with 50% employer match about $237,586 at 4% or $158,390 at 6%; with 100% employer match about $178,189 at 4% or $118,793 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-15$604,125$213,827$14,255iApproximate average salary by contribution assumption: employee only about $356,378 at 4% or $237,586 at 6%; with 50% employer match about $237,586 at 4% or $158,390 at 6%; with 100% employer match about $178,189 at 4% or $118,793 at 6%.
2018115$439,794$192,790$12,853iApproximate average salary by contribution assumption: employee only about $321,317 at 4% or $214,211 at 6%; with 50% employer match about $214,211 at 4% or $142,807 at 6%; with 100% employer match about $160,658 at 4% or $107,106 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-15$439,794$192,790$12,853iApproximate average salary by contribution assumption: employee only about $321,317 at 4% or $214,211 at 6%; with 50% employer match about $214,211 at 4% or $142,807 at 6%; with 100% employer match about $160,658 at 4% or $107,106 at 6%.
2017115$251,560$186,289$12,419iApproximate average salary by contribution assumption: employee only about $310,482 at 4% or $206,988 at 6%; with 50% employer match about $206,988 at 4% or $137,992 at 6%; with 100% employer match about $155,241 at 4% or $103,494 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-15$251,560$186,289$12,419iApproximate average salary by contribution assumption: employee only about $310,482 at 4% or $206,988 at 6%; with 50% employer match about $206,988 at 4% or $137,992 at 6%; with 100% employer match about $155,241 at 4% or $103,494 at 6%.
2016112$60,682$60,150$5,013iApproximate average salary by contribution assumption: employee only about $125,313 at 4% or $83,542 at 6%; with 50% employer match about $83,542 at 4% or $55,694 at 6%; with 100% employer match about $62,656 at 4% or $41,771 at 6%.
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-12$60,682$60,150$5,013iApproximate average salary by contribution assumption: employee only about $125,313 at 4% or $83,542 at 6%; with 50% employer match about $83,542 at 4% or $55,694 at 6%; with 100% employer match about $62,656 at 4% or $41,771 at 6%.
201110$0$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-0---
2010110$1,238,137$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-10$1,238,137--
200919$1,151,868$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9$1,151,868--
200819$0$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9---
200719$0$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9---
2006111$3,407,758$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-11$3,407,758--
2005111$2,958,350$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-11$2,958,350--
2004210$2,869,206$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-10$2,869,206--
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-0---
2003210$0$0-
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-2---
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-10---
200229$0$0-
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-2---
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9---
200129$0$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9---
Sharff, Wittmer, Kurtz, Jackson & Diaz, P.A. 401K Profit Sharing Plan and Trust-2---
200018$0$0-
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-8---
199919$3,196,897$58,552$6,506iApproximate average salary by contribution assumption: employee only about $162,644 at 4% or $108,430 at 6%; with 50% employer match about $108,430 at 4% or $72,286 at 6%; with 100% employer match about $81,322 at 4% or $54,215 at 6%.
Sharff Wittmer Kurtz & Jackson Pa Second Restated Profit Sharing Plan-9$3,196,897$58,552$6,506iApproximate average salary by contribution assumption: employee only about $162,644 at 4% or $108,430 at 6%; with 50% employer match about $108,430 at 4% or $72,286 at 6%; with 100% employer match about $81,322 at 4% or $54,215 at 6%.