Philip M. Gerson, P.A.
Plan context: Philip M. Gerson, P.A. Age-Based Profit Sharing Plan
EIN 59-1530869 • Miami, FL • 36 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,398,451
2024 Contributions
$6,817
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $1,398,451 | $6,817 | $401iApproximate average salary by contribution assumption: employee only about $10,025 at 4% or $6,683 at 6%; with 50% employer match about $6,683 at 4% or $4,456 at 6%; with 100% employer match about $5,013 at 4% or $3,342 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 17 | $1,398,451 | $6,817 | $401iApproximate average salary by contribution assumption: employee only about $10,025 at 4% or $6,683 at 6%; with 50% employer match about $6,683 at 4% or $4,456 at 6%; with 100% employer match about $5,013 at 4% or $3,342 at 6%. |
| 2023 | 1 | 15 | $1,262,024 | $6,688 | $446iApproximate average salary by contribution assumption: employee only about $11,147 at 4% or $7,431 at 6%; with 50% employer match about $7,431 at 4% or $4,954 at 6%; with 100% employer match about $5,573 at 4% or $3,716 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 15 | $1,262,024 | $6,688 | $446iApproximate average salary by contribution assumption: employee only about $11,147 at 4% or $7,431 at 6%; with 50% employer match about $7,431 at 4% or $4,954 at 6%; with 100% employer match about $5,573 at 4% or $3,716 at 6%. |
| 2022 | 2 | 12 | $1,111,484 | $111,340 | $9,278iApproximate average salary by contribution assumption: employee only about $231,958 at 4% or $154,639 at 6%; with 50% employer match about $154,639 at 4% or $103,093 at 6%; with 100% employer match about $115,979 at 4% or $77,319 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 12 | $1,111,484 | $111,340 | $9,278iApproximate average salary by contribution assumption: employee only about $231,958 at 4% or $154,639 at 6%; with 50% employer match about $154,639 at 4% or $103,093 at 6%; with 100% employer match about $115,979 at 4% or $77,319 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2021 | 2 | 11 | $4,281,730 | $514,785 | $46,799iApproximate average salary by contribution assumption: employee only about $1,169,966 at 4% or $779,977 at 6%; with 50% employer match about $779,977 at 4% or $519,985 at 6%; with 100% employer match about $584,983 at 4% or $389,989 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 9 | $3,072,788 | $430,065 | $47,785iApproximate average salary by contribution assumption: employee only about $1,194,625 at 4% or $796,417 at 6%; with 50% employer match about $796,417 at 4% or $530,944 at 6%; with 100% employer match about $597,313 at 4% or $398,208 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 11 | $1,208,942 | $84,720 | $7,702iApproximate average salary by contribution assumption: employee only about $192,545 at 4% or $128,364 at 6%; with 50% employer match about $128,364 at 4% or $85,576 at 6%; with 100% employer match about $96,273 at 4% or $64,182 at 6%. |
| 2020 | 2 | 12 | $3,687,110 | $685,009 | $57,084iApproximate average salary by contribution assumption: employee only about $1,427,102 at 4% or $951,401 at 6%; with 50% employer match about $951,401 at 4% or $634,268 at 6%; with 100% employer match about $713,551 at 4% or $475,701 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 11 | $2,662,012 | $597,258 | $54,296iApproximate average salary by contribution assumption: employee only about $1,357,405 at 4% or $904,936 at 6%; with 50% employer match about $904,936 at 4% or $603,291 at 6%; with 100% employer match about $678,702 at 4% or $452,468 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 12 | $1,025,098 | $87,751 | $7,313iApproximate average salary by contribution assumption: employee only about $182,815 at 4% or $121,876 at 6%; with 50% employer match about $121,876 at 4% or $81,251 at 6%; with 100% employer match about $91,407 at 4% or $60,938 at 6%. |
| 2019 | 2 | 12 | $2,993,748 | $176,920 | $14,743iApproximate average salary by contribution assumption: employee only about $368,583 at 4% or $245,722 at 6%; with 50% employer match about $245,722 at 4% or $163,815 at 6%; with 100% employer match about $184,292 at 4% or $122,861 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 11 | $2,121,876 | $82,552 | $7,505iApproximate average salary by contribution assumption: employee only about $187,618 at 4% or $125,079 at 6%; with 50% employer match about $125,079 at 4% or $83,386 at 6%; with 100% employer match about $93,809 at 4% or $62,539 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 12 | $871,872 | $94,368 | $7,864iApproximate average salary by contribution assumption: employee only about $196,600 at 4% or $131,067 at 6%; with 50% employer match about $131,067 at 4% or $87,378 at 6%; with 100% employer match about $98,300 at 4% or $65,533 at 6%. |
| 2018 | 2 | 11 | $2,908,388 | $585,306 | $53,210iApproximate average salary by contribution assumption: employee only about $1,330,241 at 4% or $886,827 at 6%; with 50% employer match about $886,827 at 4% or $591,218 at 6%; with 100% employer match about $665,120 at 4% or $443,414 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 11 | $2,132,218 | $498,268 | $45,297iApproximate average salary by contribution assumption: employee only about $1,132,427 at 4% or $754,952 at 6%; with 50% employer match about $754,952 at 4% or $503,301 at 6%; with 100% employer match about $566,214 at 4% or $377,476 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 11 | $776,170 | $87,038 | $7,913iApproximate average salary by contribution assumption: employee only about $197,814 at 4% or $131,876 at 6%; with 50% employer match about $131,876 at 4% or $87,917 at 6%; with 100% employer match about $98,907 at 4% or $65,938 at 6%. |
| 2017 | 2 | 11 | $3,220,560 | $143,262 | $13,024iApproximate average salary by contribution assumption: employee only about $325,595 at 4% or $217,064 at 6%; with 50% employer match about $217,064 at 4% or $144,709 at 6%; with 100% employer match about $162,798 at 4% or $108,532 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 11 | $1,888,553 | $104,519 | $9,502iApproximate average salary by contribution assumption: employee only about $237,543 at 4% or $158,362 at 6%; with 50% employer match about $158,362 at 4% or $105,575 at 6%; with 100% employer match about $118,772 at 4% or $79,181 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 10 | $1,332,007 | $38,743 | $3,874iApproximate average salary by contribution assumption: employee only about $96,858 at 4% or $64,572 at 6%; with 50% employer match about $64,572 at 4% or $43,048 at 6%; with 100% employer match about $48,429 at 4% or $32,286 at 6%. |
| 2016 | 2 | 10 | $2,613,316 | $595,875 | $59,588iApproximate average salary by contribution assumption: employee only about $1,489,688 at 4% or $993,125 at 6%; with 50% employer match about $993,125 at 4% or $662,083 at 6%; with 100% employer match about $744,844 at 4% or $496,563 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 10 | $1,877,743 | $533,478 | $53,348iApproximate average salary by contribution assumption: employee only about $1,333,695 at 4% or $889,130 at 6%; with 50% employer match about $889,130 at 4% or $592,753 at 6%; with 100% employer match about $666,848 at 4% or $444,565 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 10 | $735,573 | $62,397 | $6,240iApproximate average salary by contribution assumption: employee only about $155,993 at 4% or $103,995 at 6%; with 50% employer match about $103,995 at 4% or $69,330 at 6%; with 100% employer match about $77,996 at 4% or $51,998 at 6%. |
| 2015 | 2 | 9 | $1,911,270 | $526,464 | $58,496iApproximate average salary by contribution assumption: employee only about $1,462,400 at 4% or $974,933 at 6%; with 50% employer match about $974,933 at 4% or $649,956 at 6%; with 100% employer match about $731,200 at 4% or $487,467 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 9 | $1,281,909 | $473,837 | $52,649iApproximate average salary by contribution assumption: employee only about $1,316,214 at 4% or $877,476 at 6%; with 50% employer match about $877,476 at 4% or $584,984 at 6%; with 100% employer match about $658,107 at 4% or $438,738 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 9 | $629,361 | $52,627 | $5,847iApproximate average salary by contribution assumption: employee only about $146,186 at 4% or $97,457 at 6%; with 50% employer match about $97,457 at 4% or $64,972 at 6%; with 100% employer match about $73,093 at 4% or $48,729 at 6%. |
| 2014 | 2 | 8 | $1,412,540 | $464,808 | $58,101iApproximate average salary by contribution assumption: employee only about $1,452,525 at 4% or $968,350 at 6%; with 50% employer match about $968,350 at 4% or $645,567 at 6%; with 100% employer match about $726,263 at 4% or $484,175 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 8 | $821,854 | $383,643 | $47,955iApproximate average salary by contribution assumption: employee only about $1,198,884 at 4% or $799,256 at 6%; with 50% employer match about $799,256 at 4% or $532,838 at 6%; with 100% employer match about $599,442 at 4% or $399,628 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 8 | $590,686 | $81,165 | $10,146iApproximate average salary by contribution assumption: employee only about $253,641 at 4% or $169,094 at 6%; with 50% employer match about $169,094 at 4% or $112,729 at 6%; with 100% employer match about $126,820 at 4% or $84,547 at 6%. |
| 2013 | 2 | 6 | $940,579 | $165,824 | $27,637iApproximate average salary by contribution assumption: employee only about $690,933 at 4% or $460,622 at 6%; with 50% employer match about $460,622 at 4% or $307,081 at 6%; with 100% employer match about $345,467 at 4% or $230,311 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 6 | $503,684 | $42,730 | $7,122iApproximate average salary by contribution assumption: employee only about $178,042 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,130 at 6%; with 100% employer match about $89,021 at 4% or $59,347 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 6 | $436,895 | $123,094 | $20,516iApproximate average salary by contribution assumption: employee only about $512,892 at 4% or $341,928 at 6%; with 50% employer match about $341,928 at 4% or $227,952 at 6%; with 100% employer match about $256,446 at 4% or $170,964 at 6%. |
| 2012 | 2 | 8 | $733,701 | $63,337 | $7,917iApproximate average salary by contribution assumption: employee only about $197,928 at 4% or $131,952 at 6%; with 50% employer match about $131,952 at 4% or $87,968 at 6%; with 100% employer match about $98,964 at 4% or $65,976 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 8 | $437,881 | $46,373 | $5,797iApproximate average salary by contribution assumption: employee only about $144,916 at 4% or $96,610 at 6%; with 50% employer match about $96,610 at 4% or $64,407 at 6%; with 100% employer match about $72,458 at 4% or $48,305 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 7 | $295,820 | $16,964 | $2,423iApproximate average salary by contribution assumption: employee only about $60,586 at 4% or $40,390 at 6%; with 50% employer match about $40,390 at 4% or $26,927 at 6%; with 100% employer match about $30,293 at 4% or $20,195 at 6%. |
| 2011 | 2 | 8 | $617,871 | $23,073 | $2,884iApproximate average salary by contribution assumption: employee only about $72,103 at 4% or $48,069 at 6%; with 50% employer match about $48,069 at 4% or $32,046 at 6%; with 100% employer match about $36,052 at 4% or $24,034 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 8 | $357,950 | $19,544 | $2,443iApproximate average salary by contribution assumption: employee only about $61,075 at 4% or $40,717 at 6%; with 50% employer match about $40,717 at 4% or $27,144 at 6%; with 100% employer match about $30,538 at 4% or $20,358 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 7 | $259,921 | $3,529 | $504iApproximate average salary by contribution assumption: employee only about $12,604 at 4% or $8,402 at 6%; with 50% employer match about $8,402 at 4% or $5,602 at 6%; with 100% employer match about $6,302 at 4% or $4,201 at 6%. |
| 2010 | 2 | 8 | $587,499 | $323,345 | $40,418iApproximate average salary by contribution assumption: employee only about $1,010,453 at 4% or $673,635 at 6%; with 50% employer match about $673,635 at 4% or $449,090 at 6%; with 100% employer match about $505,227 at 4% or $336,818 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 8 | $333,633 | $69,479 | $8,685iApproximate average salary by contribution assumption: employee only about $217,122 at 4% or $144,748 at 6%; with 50% employer match about $144,748 at 4% or $96,499 at 6%; with 100% employer match about $108,561 at 4% or $72,374 at 6%. |
| Philip M. Gerson, P.A. Defined Benefit Plan | - | 7 | $253,866 | $253,866 | $36,267iApproximate average salary by contribution assumption: employee only about $906,664 at 4% or $604,443 at 6%; with 50% employer match about $604,443 at 4% or $402,962 at 6%; with 100% employer match about $453,332 at 4% or $302,221 at 6%. |
| 2009 | 1 | 7 | $261,325 | $100,725 | $14,389iApproximate average salary by contribution assumption: employee only about $359,732 at 4% or $239,821 at 6%; with 50% employer match about $239,821 at 4% or $159,881 at 6%; with 100% employer match about $179,866 at 4% or $119,911 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 7 | $261,325 | $100,725 | $14,389iApproximate average salary by contribution assumption: employee only about $359,732 at 4% or $239,821 at 6%; with 50% employer match about $239,821 at 4% or $159,881 at 6%; with 100% employer match about $179,866 at 4% or $119,911 at 6%. |
| 2005 | 1 | 7 | $245,594 | $0 | - |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 7 | $245,594 | - | - |
| 2004 | 1 | 7 | $228,746 | $0 | - |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 7 | $228,746 | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 4 | $208,766 | $53,328 | $13,332iApproximate average salary by contribution assumption: employee only about $333,300 at 4% or $222,200 at 6%; with 50% employer match about $222,200 at 4% or $148,133 at 6%; with 100% employer match about $166,650 at 4% or $111,100 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 4 | $208,766 | $53,328 | $13,332iApproximate average salary by contribution assumption: employee only about $333,300 at 4% or $222,200 at 6%; with 50% employer match about $222,200 at 4% or $148,133 at 6%; with 100% employer match about $166,650 at 4% or $111,100 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 3 | $257,818 | $37,950 | $12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%. |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 3 | $257,818 | $37,950 | $12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%. |
| 1999 | 1 | 4 | $267,161 | $0 | - |
| Philip M. Gerson, P.A. Age-Based Profit Sharing Plan | - | 4 | $267,161 | - | - |