Civic Intelligence

Thomas & Zurcher, P.A.

Plan context: 401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.

EIN 59-2199138 • Winter Park, FL • 25 filings • 7 plans

1302 Orange AvenueWinter Park, FL 32789-4912
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$18,210,661

2024 Contributions

$377,000

Historical Graphs

Total Assets Over Time

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

$18,210,661$9,105,331$0199920142024YearValue
$18,210,661Latest year 2024

Participants Over Time

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

27140199920122024YearValue
22Latest 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
2024122$18,210,661$377,000$17,136iApproximate average salary by contribution assumption: employee only about $428,409 at 4% or $285,606 at 6%; with 50% employer match about $285,606 at 4% or $190,404 at 6%; with 100% employer match about $214,205 at 4% or $142,803 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-22$18,210,661$377,000$17,136iApproximate average salary by contribution assumption: employee only about $428,409 at 4% or $285,606 at 6%; with 50% employer match about $285,606 at 4% or $190,404 at 6%; with 100% employer match about $214,205 at 4% or $142,803 at 6%.
2023122$15,224,050$371,566$16,889iApproximate average salary by contribution assumption: employee only about $422,234 at 4% or $281,489 at 6%; with 50% employer match about $281,489 at 4% or $187,660 at 6%; with 100% employer match about $211,117 at 4% or $140,745 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-22$15,224,050$371,566$16,889iApproximate average salary by contribution assumption: employee only about $422,234 at 4% or $281,489 at 6%; with 50% employer match about $281,489 at 4% or $187,660 at 6%; with 100% employer match about $211,117 at 4% or $140,745 at 6%.
2022125$13,794,667$318,052$12,722iApproximate average salary by contribution assumption: employee only about $318,052 at 4% or $212,035 at 6%; with 50% employer match about $212,035 at 4% or $141,356 at 6%; with 100% employer match about $159,026 at 4% or $106,017 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-25$13,794,667$318,052$12,722iApproximate average salary by contribution assumption: employee only about $318,052 at 4% or $212,035 at 6%; with 50% employer match about $212,035 at 4% or $141,356 at 6%; with 100% employer match about $159,026 at 4% or $106,017 at 6%.
2021127$17,014,748$364,517$13,501iApproximate average salary by contribution assumption: employee only about $337,516 at 4% or $225,010 at 6%; with 50% employer match about $225,010 at 4% or $150,007 at 6%; with 100% employer match about $168,758 at 4% or $112,505 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-27$17,014,748$364,517$13,501iApproximate average salary by contribution assumption: employee only about $337,516 at 4% or $225,010 at 6%; with 50% employer match about $225,010 at 4% or $150,007 at 6%; with 100% employer match about $168,758 at 4% or $112,505 at 6%.
2020126$13,551,632$332,470$12,787iApproximate average salary by contribution assumption: employee only about $319,683 at 4% or $213,122 at 6%; with 50% employer match about $213,122 at 4% or $142,081 at 6%; with 100% employer match about $159,841 at 4% or $106,561 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-26$13,551,632$332,470$12,787iApproximate average salary by contribution assumption: employee only about $319,683 at 4% or $213,122 at 6%; with 50% employer match about $213,122 at 4% or $142,081 at 6%; with 100% employer match about $159,841 at 4% or $106,561 at 6%.
2019123$12,644,466$314,582$13,677iApproximate average salary by contribution assumption: employee only about $341,937 at 4% or $227,958 at 6%; with 50% employer match about $227,958 at 4% or $151,972 at 6%; with 100% employer match about $170,968 at 4% or $113,979 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-23$12,644,466$314,582$13,677iApproximate average salary by contribution assumption: employee only about $341,937 at 4% or $227,958 at 6%; with 50% employer match about $227,958 at 4% or $151,972 at 6%; with 100% employer match about $170,968 at 4% or $113,979 at 6%.
2018125$9,836,486$279,815$11,193iApproximate average salary by contribution assumption: employee only about $279,815 at 4% or $186,543 at 6%; with 50% employer match about $186,543 at 4% or $124,362 at 6%; with 100% employer match about $139,908 at 4% or $93,272 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-25$9,836,486$279,815$11,193iApproximate average salary by contribution assumption: employee only about $279,815 at 4% or $186,543 at 6%; with 50% employer match about $186,543 at 4% or $124,362 at 6%; with 100% employer match about $139,908 at 4% or $93,272 at 6%.
2017121$10,073,370$274,050$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-21$10,073,370$274,050$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
2016123$8,794,898$285,450$12,411iApproximate average salary by contribution assumption: employee only about $310,272 at 4% or $206,848 at 6%; with 50% employer match about $206,848 at 4% or $137,899 at 6%; with 100% employer match about $155,136 at 4% or $103,424 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-23$8,794,898$285,450$12,411iApproximate average salary by contribution assumption: employee only about $310,272 at 4% or $206,848 at 6%; with 50% employer match about $206,848 at 4% or $137,899 at 6%; with 100% employer match about $155,136 at 4% or $103,424 at 6%.
2015122$7,235,457$287,589$13,072iApproximate average salary by contribution assumption: employee only about $326,806 at 4% or $217,870 at 6%; with 50% employer match about $217,870 at 4% or $145,247 at 6%; with 100% employer match about $163,403 at 4% or $108,935 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-22$7,235,457$287,589$13,072iApproximate average salary by contribution assumption: employee only about $326,806 at 4% or $217,870 at 6%; with 50% employer match about $217,870 at 4% or $145,247 at 6%; with 100% employer match about $163,403 at 4% or $108,935 at 6%.
2014119$7,215,124$280,081$14,741iApproximate average salary by contribution assumption: employee only about $368,528 at 4% or $245,685 at 6%; with 50% employer match about $245,685 at 4% or $163,790 at 6%; with 100% employer match about $184,264 at 4% or $122,843 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-19$7,215,124$280,081$14,741iApproximate average salary by contribution assumption: employee only about $368,528 at 4% or $245,685 at 6%; with 50% employer match about $245,685 at 4% or $163,790 at 6%; with 100% employer match about $184,264 at 4% or $122,843 at 6%.
2013117$7,049,182$266,026$15,649iApproximate average salary by contribution assumption: employee only about $391,215 at 4% or $260,810 at 6%; with 50% employer match about $260,810 at 4% or $173,873 at 6%; with 100% employer match about $195,607 at 4% or $130,405 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-17$7,049,182$266,026$15,649iApproximate average salary by contribution assumption: employee only about $391,215 at 4% or $260,810 at 6%; with 50% employer match about $260,810 at 4% or $173,873 at 6%; with 100% employer match about $195,607 at 4% or $130,405 at 6%.
2012119$5,426,782$250,363$13,177iApproximate average salary by contribution assumption: employee only about $329,425 at 4% or $219,617 at 6%; with 50% employer match about $219,617 at 4% or $146,411 at 6%; with 100% employer match about $164,713 at 4% or $109,808 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-19$5,426,782$250,363$13,177iApproximate average salary by contribution assumption: employee only about $329,425 at 4% or $219,617 at 6%; with 50% employer match about $219,617 at 4% or $146,411 at 6%; with 100% employer match about $164,713 at 4% or $109,808 at 6%.
2011119$4,778,019$225,505$11,869iApproximate average salary by contribution assumption: employee only about $296,717 at 4% or $197,811 at 6%; with 50% employer match about $197,811 at 4% or $131,874 at 6%; with 100% employer match about $148,359 at 4% or $98,906 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-19$4,778,019$225,505$11,869iApproximate average salary by contribution assumption: employee only about $296,717 at 4% or $197,811 at 6%; with 50% employer match about $197,811 at 4% or $131,874 at 6%; with 100% employer match about $148,359 at 4% or $98,906 at 6%.
2010120$4,277,701$227,459$11,373iApproximate average salary by contribution assumption: employee only about $284,324 at 4% or $189,549 at 6%; with 50% employer match about $189,549 at 4% or $126,366 at 6%; with 100% employer match about $142,162 at 4% or $94,775 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-20$4,277,701$227,459$11,373iApproximate average salary by contribution assumption: employee only about $284,324 at 4% or $189,549 at 6%; with 50% employer match about $189,549 at 4% or $126,366 at 6%; with 100% employer match about $142,162 at 4% or $94,775 at 6%.
2009121$3,853,645$244,522$11,644iApproximate average salary by contribution assumption: employee only about $291,098 at 4% or $194,065 at 6%; with 50% employer match about $194,065 at 4% or $129,377 at 6%; with 100% employer match about $145,549 at 4% or $97,033 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-21$3,853,645$244,522$11,644iApproximate average salary by contribution assumption: employee only about $291,098 at 4% or $194,065 at 6%; with 50% employer match about $194,065 at 4% or $129,377 at 6%; with 100% employer match about $145,549 at 4% or $97,033 at 6%.
2008119$2,908,534$284,355$14,966iApproximate average salary by contribution assumption: employee only about $374,151 at 4% or $249,434 at 6%; with 50% employer match about $249,434 at 4% or $166,289 at 6%; with 100% employer match about $187,076 at 4% or $124,717 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-19$2,908,534$284,355$14,966iApproximate average salary by contribution assumption: employee only about $374,151 at 4% or $249,434 at 6%; with 50% employer match about $249,434 at 4% or $166,289 at 6%; with 100% employer match about $187,076 at 4% or $124,717 at 6%.
2007117$0$0-
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-17---
2006113$3,279,706$283,588$21,814iApproximate average salary by contribution assumption: employee only about $545,362 at 4% or $363,574 at 6%; with 50% employer match about $363,574 at 4% or $242,383 at 6%; with 100% employer match about $272,681 at 4% or $181,787 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-13$3,279,706$283,588$21,814iApproximate average salary by contribution assumption: employee only about $545,362 at 4% or $363,574 at 6%; with 50% employer match about $363,574 at 4% or $242,383 at 6%; with 100% employer match about $272,681 at 4% or $181,787 at 6%.
2005115$2,560,298$256,079$17,072iApproximate average salary by contribution assumption: employee only about $426,798 at 4% or $284,532 at 6%; with 50% employer match about $284,532 at 4% or $189,688 at 6%; with 100% employer match about $213,399 at 4% or $142,266 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-15$2,560,298$256,079$17,072iApproximate average salary by contribution assumption: employee only about $426,798 at 4% or $284,532 at 6%; with 50% employer match about $284,532 at 4% or $189,688 at 6%; with 100% employer match about $213,399 at 4% or $142,266 at 6%.
2004115$2,191,080$266,287$17,752iApproximate average salary by contribution assumption: employee only about $443,812 at 4% or $295,874 at 6%; with 50% employer match about $295,874 at 4% or $197,250 at 6%; with 100% employer match about $221,906 at 4% or $147,937 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-15$2,191,080$266,287$17,752iApproximate average salary by contribution assumption: employee only about $443,812 at 4% or $295,874 at 6%; with 50% employer match about $295,874 at 4% or $197,250 at 6%; with 100% employer match about $221,906 at 4% or $147,937 at 6%.
2003116$0$0-
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-16---
2002118$0$0-
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-18---
2001114$0$0-
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-14---
1999111$822,384$148,674$13,516iApproximate average salary by contribution assumption: employee only about $337,895 at 4% or $225,264 at 6%; with 50% employer match about $225,264 at 4% or $150,176 at 6%; with 100% employer match about $168,948 at 4% or $112,632 at 6%.
401K/Profit Sharing Plan and Trust for Employees of Thomas & Zurcher, P.A.-11$822,384$148,674$13,516iApproximate average salary by contribution assumption: employee only about $337,895 at 4% or $225,264 at 6%; with 50% employer match about $225,264 at 4% or $150,176 at 6%; with 100% employer match about $168,948 at 4% or $112,632 at 6%.