Civic Intelligence

Cauthen & Feldman, P. A.

Plan context: Cauthen & Feldman, P. a. 401(K) Plan and Trust

EIN 59-2079095 • Tavares, FL • 25 filings • 4 plans

215 N Joanna AvenueTavares, FL 32778
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$529,272

2024 Contributions

$109,697

Historical Graphs

Total Assets Over Time

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

$6,496,453$3,248,227$0200220142024YearValue
$529,272Latest year 2024

Participants Over Time

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

1160200020122024YearValue
9Latest 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
202419$529,272$109,697$12,189iApproximate average salary by contribution assumption: employee only about $304,714 at 4% or $203,143 at 6%; with 50% employer match about $203,143 at 4% or $135,428 at 6%; with 100% employer match about $152,357 at 4% or $101,571 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-9$529,272$109,697$12,189iApproximate average salary by contribution assumption: employee only about $304,714 at 4% or $203,143 at 6%; with 50% employer match about $203,143 at 4% or $135,428 at 6%; with 100% employer match about $152,357 at 4% or $101,571 at 6%.
202318$434,769$96,460$12,058iApproximate average salary by contribution assumption: employee only about $301,438 at 4% or $200,958 at 6%; with 50% employer match about $200,958 at 4% or $133,972 at 6%; with 100% employer match about $150,719 at 4% or $100,479 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-8$434,769$96,460$12,058iApproximate average salary by contribution assumption: employee only about $301,438 at 4% or $200,958 at 6%; with 50% employer match about $200,958 at 4% or $133,972 at 6%; with 100% employer match about $150,719 at 4% or $100,479 at 6%.
202218$363,501$87,461$10,933iApproximate average salary by contribution assumption: employee only about $273,316 at 4% or $182,210 at 6%; with 50% employer match about $182,210 at 4% or $121,474 at 6%; with 100% employer match about $136,658 at 4% or $91,105 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-8$363,501$87,461$10,933iApproximate average salary by contribution assumption: employee only about $273,316 at 4% or $182,210 at 6%; with 50% employer match about $182,210 at 4% or $121,474 at 6%; with 100% employer match about $136,658 at 4% or $91,105 at 6%.
202118$304,772$82,964$10,371iApproximate average salary by contribution assumption: employee only about $259,263 at 4% or $172,842 at 6%; with 50% employer match about $172,842 at 4% or $115,228 at 6%; with 100% employer match about $129,631 at 4% or $86,421 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-8$304,772$82,964$10,371iApproximate average salary by contribution assumption: employee only about $259,263 at 4% or $172,842 at 6%; with 50% employer match about $172,842 at 4% or $115,228 at 6%; with 100% employer match about $129,631 at 4% or $86,421 at 6%.
202017$219,544$54,156$7,737iApproximate average salary by contribution assumption: employee only about $193,414 at 4% or $128,943 at 6%; with 50% employer match about $128,943 at 4% or $85,962 at 6%; with 100% employer match about $96,707 at 4% or $64,471 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-7$219,544$54,156$7,737iApproximate average salary by contribution assumption: employee only about $193,414 at 4% or $128,943 at 6%; with 50% employer match about $128,943 at 4% or $85,962 at 6%; with 100% employer match about $96,707 at 4% or $64,471 at 6%.
201917$156,610$50,329$7,190iApproximate average salary by contribution assumption: employee only about $179,746 at 4% or $119,831 at 6%; with 50% employer match about $119,831 at 4% or $79,887 at 6%; with 100% employer match about $89,873 at 4% or $59,915 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-7$156,610$50,329$7,190iApproximate average salary by contribution assumption: employee only about $179,746 at 4% or $119,831 at 6%; with 50% employer match about $119,831 at 4% or $79,887 at 6%; with 100% employer match about $89,873 at 4% or $59,915 at 6%.
201817$116,020$47,380$6,769iApproximate average salary by contribution assumption: employee only about $169,214 at 4% or $112,810 at 6%; with 50% employer match about $112,810 at 4% or $75,206 at 6%; with 100% employer match about $84,607 at 4% or $56,405 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-7$116,020$47,380$6,769iApproximate average salary by contribution assumption: employee only about $169,214 at 4% or $112,810 at 6%; with 50% employer match about $112,810 at 4% or $75,206 at 6%; with 100% employer match about $84,607 at 4% or $56,405 at 6%.
201716$3,907,232$51,688$8,615iApproximate average salary by contribution assumption: employee only about $215,367 at 4% or $143,578 at 6%; with 50% employer match about $143,578 at 4% or $95,719 at 6%; with 100% employer match about $107,683 at 4% or $71,789 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-6$3,907,232$51,688$8,615iApproximate average salary by contribution assumption: employee only about $215,367 at 4% or $143,578 at 6%; with 50% employer match about $143,578 at 4% or $95,719 at 6%; with 100% employer match about $107,683 at 4% or $71,789 at 6%.
201615$3,408,785$52,579$10,516iApproximate average salary by contribution assumption: employee only about $262,895 at 4% or $175,263 at 6%; with 50% employer match about $175,263 at 4% or $116,842 at 6%; with 100% employer match about $131,448 at 4% or $87,632 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-5$3,408,785$52,579$10,516iApproximate average salary by contribution assumption: employee only about $262,895 at 4% or $175,263 at 6%; with 50% employer match about $175,263 at 4% or $116,842 at 6%; with 100% employer match about $131,448 at 4% or $87,632 at 6%.
201516$6,496,453$109,039$18,173iApproximate average salary by contribution assumption: employee only about $454,329 at 4% or $302,886 at 6%; with 50% employer match about $302,886 at 4% or $201,924 at 6%; with 100% employer match about $227,165 at 4% or $151,443 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-6$6,496,453$109,039$18,173iApproximate average salary by contribution assumption: employee only about $454,329 at 4% or $302,886 at 6%; with 50% employer match about $302,886 at 4% or $201,924 at 6%; with 100% employer match about $227,165 at 4% or $151,443 at 6%.
2014110$5,918,641$98,053$9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,422 at 6%; with 50% employer match about $163,422 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-10$5,918,641$98,053$9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,422 at 6%; with 50% employer match about $163,422 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%.
2013110$5,222,757$96,808$9,681iApproximate average salary by contribution assumption: employee only about $242,020 at 4% or $161,347 at 6%; with 50% employer match about $161,347 at 4% or $107,564 at 6%; with 100% employer match about $121,010 at 4% or $80,673 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-10$5,222,757$96,808$9,681iApproximate average salary by contribution assumption: employee only about $242,020 at 4% or $161,347 at 6%; with 50% employer match about $161,347 at 4% or $107,564 at 6%; with 100% employer match about $121,010 at 4% or $80,673 at 6%.
2012111$4,558,966$92,489$8,408iApproximate average salary by contribution assumption: employee only about $210,202 at 4% or $140,135 at 6%; with 50% employer match about $140,135 at 4% or $93,423 at 6%; with 100% employer match about $105,101 at 4% or $70,067 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-11$4,558,966$92,489$8,408iApproximate average salary by contribution assumption: employee only about $210,202 at 4% or $140,135 at 6%; with 50% employer match about $140,135 at 4% or $93,423 at 6%; with 100% employer match about $105,101 at 4% or $70,067 at 6%.
2011111$3,935,075$100,136$9,103iApproximate average salary by contribution assumption: employee only about $227,582 at 4% or $151,721 at 6%; with 50% employer match about $151,721 at 4% or $101,147 at 6%; with 100% employer match about $113,791 at 4% or $75,861 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-11$3,935,075$100,136$9,103iApproximate average salary by contribution assumption: employee only about $227,582 at 4% or $151,721 at 6%; with 50% employer match about $151,721 at 4% or $101,147 at 6%; with 100% employer match about $113,791 at 4% or $75,861 at 6%.
2010110$3,584,508$92,666$9,267iApproximate average salary by contribution assumption: employee only about $231,665 at 4% or $154,443 at 6%; with 50% employer match about $154,443 at 4% or $102,962 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-10$3,584,508$92,666$9,267iApproximate average salary by contribution assumption: employee only about $231,665 at 4% or $154,443 at 6%; with 50% employer match about $154,443 at 4% or $102,962 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%.
200919$3,111,906$90,900$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-9$3,111,906$90,900$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
200816$2,770,075$78,127$13,021iApproximate average salary by contribution assumption: employee only about $325,529 at 4% or $217,019 at 6%; with 50% employer match about $217,019 at 4% or $144,680 at 6%; with 100% employer match about $162,765 at 4% or $108,510 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-6$2,770,075$78,127$13,021iApproximate average salary by contribution assumption: employee only about $325,529 at 4% or $217,019 at 6%; with 50% employer match about $217,019 at 4% or $144,680 at 6%; with 100% employer match about $162,765 at 4% or $108,510 at 6%.
200716$0$0-
Cauthen & Feldman, P. a. 401(K) Plan and Trust-6---
200617$2,972,883$59,916$8,559iApproximate average salary by contribution assumption: employee only about $213,986 at 4% or $142,657 at 6%; with 50% employer match about $142,657 at 4% or $95,105 at 6%; with 100% employer match about $106,993 at 4% or $71,329 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-7$2,972,883$59,916$8,559iApproximate average salary by contribution assumption: employee only about $213,986 at 4% or $142,657 at 6%; with 50% employer match about $142,657 at 4% or $95,105 at 6%; with 100% employer match about $106,993 at 4% or $71,329 at 6%.
200518$2,712,724$54,938$6,867iApproximate average salary by contribution assumption: employee only about $171,681 at 4% or $114,454 at 6%; with 50% employer match about $114,454 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,227 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-8$2,712,724$54,938$6,867iApproximate average salary by contribution assumption: employee only about $171,681 at 4% or $114,454 at 6%; with 50% employer match about $114,454 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,227 at 6%.
200419$2,423,016$31,265$3,474iApproximate average salary by contribution assumption: employee only about $86,847 at 4% or $57,898 at 6%; with 50% employer match about $57,898 at 4% or $38,599 at 6%; with 100% employer match about $43,424 at 4% or $28,949 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-9$2,423,016$31,265$3,474iApproximate average salary by contribution assumption: employee only about $86,847 at 4% or $57,898 at 6%; with 50% employer match about $57,898 at 4% or $38,599 at 6%; with 100% employer match about $43,424 at 4% or $28,949 at 6%.
200319$0$0-
Cauthen & Feldman, P. a. 401(K) Plan and Trust-9---
200219$1,978,111$49,354$5,484iApproximate average salary by contribution assumption: employee only about $137,094 at 4% or $91,396 at 6%; with 50% employer match about $91,396 at 4% or $60,931 at 6%; with 100% employer match about $68,547 at 4% or $45,698 at 6%.
Cauthen & Feldman, P. a. 401(K) Plan and Trust-9$1,978,111$49,354$5,484iApproximate average salary by contribution assumption: employee only about $137,094 at 4% or $91,396 at 6%; with 50% employer match about $91,396 at 4% or $60,931 at 6%; with 100% employer match about $68,547 at 4% or $45,698 at 6%.
200118$0$0-
Cauthen & Feldman, P. a. 401(K) Plan and Trust-8---
200016$0$0-
Cauthen & Feldman, P. a. 401(K) Plan and Trust-6---