JAMES O. CUNNINGHAM, P.A.
Plan context: JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN
EIN 59-2132241 • Winter Park, FL • 27 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$357,669
2025 Contributions
$37,718
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 | 1 | $357,669 | $37,718 | $37,718iApproximate average salary by contribution assumption: employee only about $942,950 at 4% or $628,633 at 6%; with 50% employer match about $628,633 at 4% or $419,089 at 6%; with 100% employer match about $471,475 at 4% or $314,317 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 1 | $357,669 | $37,718 | $37,718iApproximate average salary by contribution assumption: employee only about $942,950 at 4% or $628,633 at 6%; with 50% employer match about $628,633 at 4% or $419,089 at 6%; with 100% employer match about $471,475 at 4% or $314,317 at 6%. |
| 2024 | 1 | 2 | $301,693 | $40,887 | $20,444iApproximate average salary by contribution assumption: employee only about $511,088 at 4% or $340,725 at 6%; with 50% employer match about $340,725 at 4% or $227,150 at 6%; with 100% employer match about $255,544 at 4% or $170,363 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 2 | $301,693 | $40,887 | $20,444iApproximate average salary by contribution assumption: employee only about $511,088 at 4% or $340,725 at 6%; with 50% employer match about $340,725 at 4% or $227,150 at 6%; with 100% employer match about $255,544 at 4% or $170,363 at 6%. |
| 2023 | 1 | 2 | $256,309 | $78,162 | $39,081iApproximate average salary by contribution assumption: employee only about $977,025 at 4% or $651,350 at 6%; with 50% employer match about $651,350 at 4% or $434,233 at 6%; with 100% employer match about $488,513 at 4% or $325,675 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 2 | $256,309 | $78,162 | $39,081iApproximate average salary by contribution assumption: employee only about $977,025 at 4% or $651,350 at 6%; with 50% employer match about $651,350 at 4% or $434,233 at 6%; with 100% employer match about $488,513 at 4% or $325,675 at 6%. |
| 2022 | 1 | 2 | $1,552,564 | $71,902 | $35,951iApproximate average salary by contribution assumption: employee only about $898,775 at 4% or $599,183 at 6%; with 50% employer match about $599,183 at 4% or $399,456 at 6%; with 100% employer match about $449,388 at 4% or $299,592 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 2 | $1,552,564 | $71,902 | $35,951iApproximate average salary by contribution assumption: employee only about $898,775 at 4% or $599,183 at 6%; with 50% employer match about $599,183 at 4% or $399,456 at 6%; with 100% employer match about $449,388 at 4% or $299,592 at 6%. |
| 2021 | 1 | 3 | $1,666,264 | $36,435 | $12,145iApproximate average salary by contribution assumption: employee only about $303,625 at 4% or $202,417 at 6%; with 50% employer match about $202,417 at 4% or $134,944 at 6%; with 100% employer match about $151,813 at 4% or $101,208 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,666,264 | $36,435 | $12,145iApproximate average salary by contribution assumption: employee only about $303,625 at 4% or $202,417 at 6%; with 50% employer match about $202,417 at 4% or $134,944 at 6%; with 100% employer match about $151,813 at 4% or $101,208 at 6%. |
| 2020 | 1 | 3 | $1,666,831 | $70,062 | $23,354iApproximate average salary by contribution assumption: employee only about $583,850 at 4% or $389,233 at 6%; with 50% employer match about $389,233 at 4% or $259,489 at 6%; with 100% employer match about $291,925 at 4% or $194,617 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,666,831 | $70,062 | $23,354iApproximate average salary by contribution assumption: employee only about $583,850 at 4% or $389,233 at 6%; with 50% employer match about $389,233 at 4% or $259,489 at 6%; with 100% employer match about $291,925 at 4% or $194,617 at 6%. |
| 2019 | 1 | 3 | $1,589,664 | $68,434 | $22,811iApproximate average salary by contribution assumption: employee only about $570,283 at 4% or $380,189 at 6%; with 50% employer match about $380,189 at 4% or $253,459 at 6%; with 100% employer match about $285,142 at 4% or $190,094 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,589,664 | $68,434 | $22,811iApproximate average salary by contribution assumption: employee only about $570,283 at 4% or $380,189 at 6%; with 50% employer match about $380,189 at 4% or $253,459 at 6%; with 100% employer match about $285,142 at 4% or $190,094 at 6%. |
| 2018 | 1 | 3 | $1,496,158 | $67,228 | $22,409iApproximate average salary by contribution assumption: employee only about $560,233 at 4% or $373,489 at 6%; with 50% employer match about $373,489 at 4% or $248,993 at 6%; with 100% employer match about $280,117 at 4% or $186,744 at 6%. |
| JAMES O. CUNNINGHAM, P.A. | - | 3 | $1,496,158 | $67,228 | $22,409iApproximate average salary by contribution assumption: employee only about $560,233 at 4% or $373,489 at 6%; with 50% employer match about $373,489 at 4% or $248,993 at 6%; with 100% employer match about $280,117 at 4% or $186,744 at 6%. |
| 2017 | 1 | 3 | $1,422,373 | $64,888 | $21,629iApproximate average salary by contribution assumption: employee only about $540,733 at 4% or $360,489 at 6%; with 50% employer match about $360,489 at 4% or $240,326 at 6%; with 100% employer match about $270,367 at 4% or $180,244 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,422,373 | $64,888 | $21,629iApproximate average salary by contribution assumption: employee only about $540,733 at 4% or $360,489 at 6%; with 50% employer match about $360,489 at 4% or $240,326 at 6%; with 100% employer match about $270,367 at 4% or $180,244 at 6%. |
| 2016 | 1 | 3 | $1,343,703 | $66,782 | $22,261iApproximate average salary by contribution assumption: employee only about $556,517 at 4% or $371,011 at 6%; with 50% employer match about $371,011 at 4% or $247,341 at 6%; with 100% employer match about $278,258 at 4% or $185,506 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,343,703 | $66,782 | $22,261iApproximate average salary by contribution assumption: employee only about $556,517 at 4% or $371,011 at 6%; with 50% employer match about $371,011 at 4% or $247,341 at 6%; with 100% employer match about $278,258 at 4% or $185,506 at 6%. |
| 2015 | 1 | 4 | $1,273,274 | $67,797 | $16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 4 | $1,273,274 | $67,797 | $16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%. |
| 2014 | 1 | 3 | $1,222,615 | $8,518 | $2,839iApproximate average salary by contribution assumption: employee only about $70,983 at 4% or $47,322 at 6%; with 50% employer match about $47,322 at 4% or $31,548 at 6%; with 100% employer match about $35,492 at 4% or $23,661 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,222,615 | $8,518 | $2,839iApproximate average salary by contribution assumption: employee only about $70,983 at 4% or $47,322 at 6%; with 50% employer match about $47,322 at 4% or $31,548 at 6%; with 100% employer match about $35,492 at 4% or $23,661 at 6%. |
| 2013 | 1 | 3 | $1,184,754 | $64,281 | $21,427iApproximate average salary by contribution assumption: employee only about $535,675 at 4% or $357,117 at 6%; with 50% employer match about $357,117 at 4% or $238,078 at 6%; with 100% employer match about $267,838 at 4% or $178,558 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,184,754 | $64,281 | $21,427iApproximate average salary by contribution assumption: employee only about $535,675 at 4% or $357,117 at 6%; with 50% employer match about $357,117 at 4% or $238,078 at 6%; with 100% employer match about $267,838 at 4% or $178,558 at 6%. |
| 2012 | 1 | 3 | $1,062,368 | $63,331 | $21,110iApproximate average salary by contribution assumption: employee only about $527,758 at 4% or $351,839 at 6%; with 50% employer match about $351,839 at 4% or $234,559 at 6%; with 100% employer match about $263,879 at 4% or $175,919 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $1,062,368 | $63,331 | $21,110iApproximate average salary by contribution assumption: employee only about $527,758 at 4% or $351,839 at 6%; with 50% employer match about $351,839 at 4% or $234,559 at 6%; with 100% employer match about $263,879 at 4% or $175,919 at 6%. |
| 2011 | 1 | 3 | $963,957 | $60,308 | $20,103iApproximate average salary by contribution assumption: employee only about $502,567 at 4% or $335,044 at 6%; with 50% employer match about $335,044 at 4% or $223,363 at 6%; with 100% employer match about $251,283 at 4% or $167,522 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $963,957 | $60,308 | $20,103iApproximate average salary by contribution assumption: employee only about $502,567 at 4% or $335,044 at 6%; with 50% employer match about $335,044 at 4% or $223,363 at 6%; with 100% employer match about $251,283 at 4% or $167,522 at 6%. |
| 2010 | 1 | 3 | $956,354 | $57,512 | $19,171iApproximate average salary by contribution assumption: employee only about $479,267 at 4% or $319,511 at 6%; with 50% employer match about $319,511 at 4% or $213,007 at 6%; with 100% employer match about $239,633 at 4% or $159,756 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $956,354 | $57,512 | $19,171iApproximate average salary by contribution assumption: employee only about $479,267 at 4% or $319,511 at 6%; with 50% employer match about $319,511 at 4% or $213,007 at 6%; with 100% employer match about $239,633 at 4% or $159,756 at 6%. |
| 2009 | 1 | 3 | $799,981 | $61,192 | $20,397iApproximate average salary by contribution assumption: employee only about $509,933 at 4% or $339,956 at 6%; with 50% employer match about $339,956 at 4% or $226,637 at 6%; with 100% employer match about $254,967 at 4% or $169,978 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401(K) PROFIT SHARING PLAN | - | 3 | $799,981 | $61,192 | $20,397iApproximate average salary by contribution assumption: employee only about $509,933 at 4% or $339,956 at 6%; with 50% employer match about $339,956 at 4% or $226,637 at 6%; with 100% employer match about $254,967 at 4% or $169,978 at 6%. |
| 2008 | 1 | 2 | $582,618 | $53,783 | $26,892iApproximate average salary by contribution assumption: employee only about $672,288 at 4% or $448,192 at 6%; with 50% employer match about $448,192 at 4% or $298,794 at 6%; with 100% employer match about $336,144 at 4% or $224,096 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401K PROFIT SHARING PLAN | - | 2 | $582,618 | $53,783 | $26,892iApproximate average salary by contribution assumption: employee only about $672,288 at 4% or $448,192 at 6%; with 50% employer match about $448,192 at 4% or $298,794 at 6%; with 100% employer match about $336,144 at 4% or $224,096 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| JAMES O. CUNNINGHAM, P.A. 401K PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $691,211 | $51,646 | $25,823iApproximate average salary by contribution assumption: employee only about $645,575 at 4% or $430,383 at 6%; with 50% employer match about $430,383 at 4% or $286,922 at 6%; with 100% employer match about $322,788 at 4% or $215,192 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401K PROFIT SHARING PLAN | - | 2 | $691,211 | $51,646 | $25,823iApproximate average salary by contribution assumption: employee only about $645,575 at 4% or $430,383 at 6%; with 50% employer match about $430,383 at 4% or $286,922 at 6%; with 100% employer match about $322,788 at 4% or $215,192 at 6%. |
| 2005 | 1 | 1 | $559,043 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| JAMES O. CUNNINGHAM, P.A. 401K PROFIT SHARING PLAN | - | 1 | $559,043 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| 2004 | 1 | 15 | $1,793,310 | $132,222 | $8,815iApproximate average salary by contribution assumption: employee only about $220,370 at 4% or $146,913 at 6%; with 50% employer match about $146,913 at 4% or $97,942 at 6%; with 100% employer match about $110,185 at 4% or $73,457 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOATWRIGHT, P.A. 401K PROFIT SHARING PLAN | - | 15 | $1,793,310 | $132,222 | $8,815iApproximate average salary by contribution assumption: employee only about $220,370 at 4% or $146,913 at 6%; with 50% employer match about $146,913 at 4% or $97,942 at 6%; with 100% employer match about $110,185 at 4% or $73,457 at 6%. |
| 2003 | 1 | 18 | $1,558,256 | $150,149 | $8,342iApproximate average salary by contribution assumption: employee only about $208,540 at 4% or $139,027 at 6%; with 50% employer match about $139,027 at 4% or $92,685 at 6%; with 100% employer match about $104,270 at 4% or $69,513 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOATWRIGHT, P.A. 401K PROFIT SHARING PLAN | - | 18 | $1,558,256 | $150,149 | $8,342iApproximate average salary by contribution assumption: employee only about $208,540 at 4% or $139,027 at 6%; with 50% employer match about $139,027 at 4% or $92,685 at 6%; with 100% employer match about $104,270 at 4% or $69,513 at 6%. |
| 2002 | 2 | 22 | $1,305,826 | $149,152 | $6,780iApproximate average salary by contribution assumption: employee only about $169,491 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,329 at 6%; with 100% employer match about $84,745 at 4% or $56,497 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOAT WRIGHT, P.A. 401K PROFIT SHARING PLAN | - | 22 | $1,305,826 | $149,152 | $6,780iApproximate average salary by contribution assumption: employee only about $169,491 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,329 at 6%; with 100% employer match about $84,745 at 4% or $56,497 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOATWRIGHT, P.A. FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2001 | 1 | 19 | $1,228,193 | $111,814 | $5,885iApproximate average salary by contribution assumption: employee only about $147,124 at 4% or $98,082 at 6%; with 50% employer match about $98,082 at 4% or $65,388 at 6%; with 100% employer match about $73,562 at 4% or $49,041 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOAT WRIGHT, P.A. 401K PROFIT SHARING PLAN | - | 19 | $1,228,193 | $111,814 | $5,885iApproximate average salary by contribution assumption: employee only about $147,124 at 4% or $98,082 at 6%; with 50% employer match about $98,082 at 4% or $65,388 at 6%; with 100% employer match about $73,562 at 4% or $49,041 at 6%. |
| 2000 | 1 | 16 | $1,208,638 | $122,996 | $7,687iApproximate average salary by contribution assumption: employee only about $192,181 at 4% or $128,121 at 6%; with 50% employer match about $128,121 at 4% or $85,414 at 6%; with 100% employer match about $96,091 at 4% or $64,060 at 6%. |
| BILLINGS, CUNNINGHAM, MORGAN & BOAT WRIGHT, P.A. 401K PROFIT SHARING PLAN | - | 16 | $1,208,638 | $122,996 | $7,687iApproximate average salary by contribution assumption: employee only about $192,181 at 4% or $128,121 at 6%; with 50% employer match about $128,121 at 4% or $85,414 at 6%; with 100% employer match about $96,091 at 4% or $64,060 at 6%. |