Civic Intelligence

Larry W. Coen, D.V.M., P.A.

Plan context: Robert J. March Profit Sharing Plan

EIN 59-1496551 • Naples, FL • 25 filings • 1 plans

2662 Davis Blvd.Naples, FL 34104
Current Snapshot

Latest Year

2023

2023 Participants

32

2023 Assets

$3,357,467

2023 Contributions

$155,049

Historical Graphs

Total Assets Over Time

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

$3,357,467$1,678,734$0199920152023YearValue
$3,357,467Latest year 2023

Participants Over Time

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

32160199920112023YearValue
32Latest year 2023

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
2023132$3,357,467$155,049$4,845iApproximate average salary by contribution assumption: employee only about $121,132 at 4% or $80,755 at 6%; with 50% employer match about $80,755 at 4% or $53,836 at 6%; with 100% employer match about $60,566 at 4% or $40,377 at 6%.
Robert J. March Profit Sharing Plan-32$3,357,467$155,049$4,845iApproximate average salary by contribution assumption: employee only about $121,132 at 4% or $80,755 at 6%; with 50% employer match about $80,755 at 4% or $53,836 at 6%; with 100% employer match about $60,566 at 4% or $40,377 at 6%.
2022126$2,567,735$129,188$4,969iApproximate average salary by contribution assumption: employee only about $124,219 at 4% or $82,813 at 6%; with 50% employer match about $82,813 at 4% or $55,209 at 6%; with 100% employer match about $62,110 at 4% or $41,406 at 6%.
Robert J. March Profit Sharing Plan-26$2,567,735$129,188$4,969iApproximate average salary by contribution assumption: employee only about $124,219 at 4% or $82,813 at 6%; with 50% employer match about $82,813 at 4% or $55,209 at 6%; with 100% employer match about $62,110 at 4% or $41,406 at 6%.
2021126$2,613,787$115,076$4,426iApproximate average salary by contribution assumption: employee only about $110,650 at 4% or $73,767 at 6%; with 50% employer match about $73,767 at 4% or $49,178 at 6%; with 100% employer match about $55,325 at 4% or $36,883 at 6%.
Robert J. March Profit Sharing Plan-26$2,613,787$115,076$4,426iApproximate average salary by contribution assumption: employee only about $110,650 at 4% or $73,767 at 6%; with 50% employer match about $73,767 at 4% or $49,178 at 6%; with 100% employer match about $55,325 at 4% or $36,883 at 6%.
2020124$3,325,442$113,174$4,716iApproximate average salary by contribution assumption: employee only about $117,890 at 4% or $78,593 at 6%; with 50% employer match about $78,593 at 4% or $52,395 at 6%; with 100% employer match about $58,945 at 4% or $39,297 at 6%.
Robert J. March Profit Sharing Plan-24$3,325,442$113,174$4,716iApproximate average salary by contribution assumption: employee only about $117,890 at 4% or $78,593 at 6%; with 50% employer match about $78,593 at 4% or $52,395 at 6%; with 100% employer match about $58,945 at 4% or $39,297 at 6%.
2019124$2,935,668$120,946$5,039iApproximate average salary by contribution assumption: employee only about $125,985 at 4% or $83,990 at 6%; with 50% employer match about $83,990 at 4% or $55,994 at 6%; with 100% employer match about $62,993 at 4% or $41,995 at 6%.
Robert J. March Profit Sharing Plan-24$2,935,668$120,946$5,039iApproximate average salary by contribution assumption: employee only about $125,985 at 4% or $83,990 at 6%; with 50% employer match about $83,990 at 4% or $55,994 at 6%; with 100% employer match about $62,993 at 4% or $41,995 at 6%.
2018124$2,124,959$116,609$4,859iApproximate average salary by contribution assumption: employee only about $121,468 at 4% or $80,978 at 6%; with 50% employer match about $80,978 at 4% or $53,986 at 6%; with 100% employer match about $60,734 at 4% or $40,489 at 6%.
Robert J. March Profit Sharing Plan-24$2,124,959$116,609$4,859iApproximate average salary by contribution assumption: employee only about $121,468 at 4% or $80,978 at 6%; with 50% employer match about $80,978 at 4% or $53,986 at 6%; with 100% employer match about $60,734 at 4% or $40,489 at 6%.
2017120$1,772,298$105,797$5,290iApproximate average salary by contribution assumption: employee only about $132,246 at 4% or $88,164 at 6%; with 50% employer match about $88,164 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
Robert J. March Profit Sharing Plan-20$1,772,298$105,797$5,290iApproximate average salary by contribution assumption: employee only about $132,246 at 4% or $88,164 at 6%; with 50% employer match about $88,164 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
2016119$1,596,829$103,930$5,470iApproximate average salary by contribution assumption: employee only about $136,750 at 4% or $91,167 at 6%; with 50% employer match about $91,167 at 4% or $60,778 at 6%; with 100% employer match about $68,375 at 4% or $45,583 at 6%.
Robert J. March Profit Sharing Plan-19$1,596,829$103,930$5,470iApproximate average salary by contribution assumption: employee only about $136,750 at 4% or $91,167 at 6%; with 50% employer match about $91,167 at 4% or $60,778 at 6%; with 100% employer match about $68,375 at 4% or $45,583 at 6%.
2015121$1,325,788$105,077$5,004iApproximate average salary by contribution assumption: employee only about $125,092 at 4% or $83,394 at 6%; with 50% employer match about $83,394 at 4% or $55,596 at 6%; with 100% employer match about $62,546 at 4% or $41,697 at 6%.
Robert J. March Profit Sharing Plan-21$1,325,788$105,077$5,004iApproximate average salary by contribution assumption: employee only about $125,092 at 4% or $83,394 at 6%; with 50% employer match about $83,394 at 4% or $55,596 at 6%; with 100% employer match about $62,546 at 4% or $41,697 at 6%.
2014118$1,215,510$100,966$5,609iApproximate average salary by contribution assumption: employee only about $140,231 at 4% or $93,487 at 6%; with 50% employer match about $93,487 at 4% or $62,325 at 6%; with 100% employer match about $70,115 at 4% or $46,744 at 6%.
Robert J. March Profit Sharing Plan-18$1,215,510$100,966$5,609iApproximate average salary by contribution assumption: employee only about $140,231 at 4% or $93,487 at 6%; with 50% employer match about $93,487 at 4% or $62,325 at 6%; with 100% employer match about $70,115 at 4% or $46,744 at 6%.
2013116$1,157,854$88,500$5,531iApproximate average salary by contribution assumption: employee only about $138,281 at 4% or $92,188 at 6%; with 50% employer match about $92,188 at 4% or $61,458 at 6%; with 100% employer match about $69,141 at 4% or $46,094 at 6%.
Robert J. March Profit Sharing Plan-16$1,157,854$88,500$5,531iApproximate average salary by contribution assumption: employee only about $138,281 at 4% or $92,188 at 6%; with 50% employer match about $92,188 at 4% or $61,458 at 6%; with 100% employer match about $69,141 at 4% or $46,094 at 6%.
2012117$998,127$88,277$5,193iApproximate average salary by contribution assumption: employee only about $129,819 at 4% or $86,546 at 6%; with 50% employer match about $86,546 at 4% or $57,697 at 6%; with 100% employer match about $64,910 at 4% or $43,273 at 6%.
Robert J. March Profit Sharing Plan-17$998,127$88,277$5,193iApproximate average salary by contribution assumption: employee only about $129,819 at 4% or $86,546 at 6%; with 50% employer match about $86,546 at 4% or $57,697 at 6%; with 100% employer match about $64,910 at 4% or $43,273 at 6%.
2011115$900,440$77,977$5,198iApproximate average salary by contribution assumption: employee only about $129,962 at 4% or $86,641 at 6%; with 50% employer match about $86,641 at 4% or $57,761 at 6%; with 100% employer match about $64,981 at 4% or $43,321 at 6%.
Robert J. March Profit Sharing Plan-15$900,440$77,977$5,198iApproximate average salary by contribution assumption: employee only about $129,962 at 4% or $86,641 at 6%; with 50% employer match about $86,641 at 4% or $57,761 at 6%; with 100% employer match about $64,981 at 4% or $43,321 at 6%.
2010116$758,290$83,885$5,243iApproximate average salary by contribution assumption: employee only about $131,070 at 4% or $87,380 at 6%; with 50% employer match about $87,380 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
Robert J. March Profit Sharing Plan-16$758,290$83,885$5,243iApproximate average salary by contribution assumption: employee only about $131,070 at 4% or $87,380 at 6%; with 50% employer match about $87,380 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
2009116$674,805$84,168$5,261iApproximate average salary by contribution assumption: employee only about $131,513 at 4% or $87,675 at 6%; with 50% employer match about $87,675 at 4% or $58,450 at 6%; with 100% employer match about $65,756 at 4% or $43,838 at 6%.
Robert J. March Profit Sharing Plan-16$674,805$84,168$5,261iApproximate average salary by contribution assumption: employee only about $131,513 at 4% or $87,675 at 6%; with 50% employer match about $87,675 at 4% or $58,450 at 6%; with 100% employer match about $65,756 at 4% or $43,838 at 6%.
2008115$0$0-
Robert J. March Profit Sharing Plan-15---
2007114$0$0-
Robert J. March Profit Sharing Plan-14---
200618$0$0-
Robert J. March Profit Sharing Plan-8---
2005111$411,345$55,549$5,050iApproximate average salary by contribution assumption: employee only about $126,248 at 4% or $84,165 at 6%; with 50% employer match about $84,165 at 4% or $56,110 at 6%; with 100% employer match about $63,124 at 4% or $42,083 at 6%.
Robert J. March Profit Sharing Plan-11$411,345$55,549$5,050iApproximate average salary by contribution assumption: employee only about $126,248 at 4% or $84,165 at 6%; with 50% employer match about $84,165 at 4% or $56,110 at 6%; with 100% employer match about $63,124 at 4% or $42,083 at 6%.
2004113$322,931$63,731$4,902iApproximate average salary by contribution assumption: employee only about $122,560 at 4% or $81,706 at 6%; with 50% employer match about $81,706 at 4% or $54,471 at 6%; with 100% employer match about $61,280 at 4% or $40,853 at 6%.
Robert J. March Profit Sharing Plan-13$322,931$63,731$4,902iApproximate average salary by contribution assumption: employee only about $122,560 at 4% or $81,706 at 6%; with 50% employer match about $81,706 at 4% or $54,471 at 6%; with 100% employer match about $61,280 at 4% or $40,853 at 6%.
2003111$0$0-
Robert J. March Profit Sharing Plan-11---
200218$0$0-
Robert J. March Profit Sharing Plan-8---
2001110$0$0-
Robert J. March Profit Sharing Plan-10---
200019$0$0-
Robert J. March Profit Sharing Plan-9---
199919$70,941$21,525$2,392iApproximate average salary by contribution assumption: employee only about $59,792 at 4% or $39,861 at 6%; with 50% employer match about $39,861 at 4% or $26,574 at 6%; with 100% employer match about $29,896 at 4% or $19,931 at 6%.
Robert J. March Profit Sharing Plan-9$70,941$21,525$2,392iApproximate average salary by contribution assumption: employee only about $59,792 at 4% or $39,861 at 6%; with 50% employer match about $39,861 at 4% or $26,574 at 6%; with 100% employer match about $29,896 at 4% or $19,931 at 6%.