Sugarman & Susskind, P.A.
Plan context: SUGARMAN & SUSSKIND, P.A. 401K PLAN
EIN 59-2539792 • Coral Gables, FL • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,144,912
2024 Contributions
$205,760
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 | 6 | $1,144,912 | $0 | - |
| SUGARMAN & SUSSKIND, P.A. 401K PLAN | - | 6 | $1,144,912 | $0 | - |
| 2023 | 1 | 7 | $1,100,816 | $205,760 | $29,394iApproximate average salary by contribution assumption: employee only about $734,857 at 4% or $489,905 at 6%; with 50% employer match about $489,905 at 4% or $326,603 at 6%; with 100% employer match about $367,429 at 4% or $244,952 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $1,100,816 | $205,760 | $29,394iApproximate average salary by contribution assumption: employee only about $734,857 at 4% or $489,905 at 6%; with 50% employer match about $489,905 at 4% or $326,603 at 6%; with 100% employer match about $367,429 at 4% or $244,952 at 6%. |
| 2022 | 1 | 5 | $799,171 | $95,196 | $19,039iApproximate average salary by contribution assumption: employee only about $475,980 at 4% or $317,320 at 6%; with 50% employer match about $317,320 at 4% or $211,547 at 6%; with 100% employer match about $237,990 at 4% or $158,660 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 5 | $799,171 | $95,196 | $19,039iApproximate average salary by contribution assumption: employee only about $475,980 at 4% or $317,320 at 6%; with 50% employer match about $317,320 at 4% or $211,547 at 6%; with 100% employer match about $237,990 at 4% or $158,660 at 6%. |
| 2021 | 1 | 7 | $1,012,599 | $90,472 | $12,925iApproximate average salary by contribution assumption: employee only about $323,114 at 4% or $215,410 at 6%; with 50% employer match about $215,410 at 4% or $143,606 at 6%; with 100% employer match about $161,557 at 4% or $107,705 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $1,012,599 | $90,472 | $12,925iApproximate average salary by contribution assumption: employee only about $323,114 at 4% or $215,410 at 6%; with 50% employer match about $215,410 at 4% or $143,606 at 6%; with 100% employer match about $161,557 at 4% or $107,705 at 6%. |
| 2020 | 1 | 7 | $842,722 | $89,337 | $12,762iApproximate average salary by contribution assumption: employee only about $319,061 at 4% or $212,707 at 6%; with 50% employer match about $212,707 at 4% or $141,805 at 6%; with 100% employer match about $159,530 at 4% or $106,354 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $842,722 | $89,337 | $12,762iApproximate average salary by contribution assumption: employee only about $319,061 at 4% or $212,707 at 6%; with 50% employer match about $212,707 at 4% or $141,805 at 6%; with 100% employer match about $159,530 at 4% or $106,354 at 6%. |
| 2019 | 1 | 7 | $648,324 | $110,503 | $15,786iApproximate average salary by contribution assumption: employee only about $394,654 at 4% or $263,102 at 6%; with 50% employer match about $263,102 at 4% or $175,402 at 6%; with 100% employer match about $197,327 at 4% or $131,551 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $648,324 | $110,503 | $15,786iApproximate average salary by contribution assumption: employee only about $394,654 at 4% or $263,102 at 6%; with 50% employer match about $263,102 at 4% or $175,402 at 6%; with 100% employer match about $197,327 at 4% or $131,551 at 6%. |
| 2018 | 1 | 7 | $538,952 | $92,893 | $13,270iApproximate average salary by contribution assumption: employee only about $331,761 at 4% or $221,174 at 6%; with 50% employer match about $221,174 at 4% or $147,449 at 6%; with 100% employer match about $165,880 at 4% or $110,587 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $538,952 | $92,893 | $13,270iApproximate average salary by contribution assumption: employee only about $331,761 at 4% or $221,174 at 6%; with 50% employer match about $221,174 at 4% or $147,449 at 6%; with 100% employer match about $165,880 at 4% or $110,587 at 6%. |
| 2017 | 1 | 10 | $3,346,312 | $141,852 | $14,185iApproximate average salary by contribution assumption: employee only about $354,630 at 4% or $236,420 at 6%; with 50% employer match about $236,420 at 4% or $157,613 at 6%; with 100% employer match about $177,315 at 4% or $118,210 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 10 | $3,346,312 | $141,852 | $14,185iApproximate average salary by contribution assumption: employee only about $354,630 at 4% or $236,420 at 6%; with 50% employer match about $236,420 at 4% or $157,613 at 6%; with 100% employer match about $177,315 at 4% or $118,210 at 6%. |
| 2016 | 1 | 9 | $2,979,329 | $140,349 | $15,594iApproximate average salary by contribution assumption: employee only about $389,858 at 4% or $259,906 at 6%; with 50% employer match about $259,906 at 4% or $173,270 at 6%; with 100% employer match about $194,929 at 4% or $129,953 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 9 | $2,979,329 | $140,349 | $15,594iApproximate average salary by contribution assumption: employee only about $389,858 at 4% or $259,906 at 6%; with 50% employer match about $259,906 at 4% or $173,270 at 6%; with 100% employer match about $194,929 at 4% or $129,953 at 6%. |
| 2015 | 1 | 9 | $2,925,654 | $153,814 | $17,090iApproximate average salary by contribution assumption: employee only about $427,261 at 4% or $284,841 at 6%; with 50% employer match about $284,841 at 4% or $189,894 at 6%; with 100% employer match about $213,631 at 4% or $142,420 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 9 | $2,925,654 | $153,814 | $17,090iApproximate average salary by contribution assumption: employee only about $427,261 at 4% or $284,841 at 6%; with 50% employer match about $284,841 at 4% or $189,894 at 6%; with 100% employer match about $213,631 at 4% or $142,420 at 6%. |
| 2014 | 1 | 9 | $3,087,138 | $144,176 | $16,020iApproximate average salary by contribution assumption: employee only about $400,489 at 4% or $266,993 at 6%; with 50% employer match about $266,993 at 4% or $177,995 at 6%; with 100% employer match about $200,244 at 4% or $133,496 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 9 | $3,087,138 | $144,176 | $16,020iApproximate average salary by contribution assumption: employee only about $400,489 at 4% or $266,993 at 6%; with 50% employer match about $266,993 at 4% or $177,995 at 6%; with 100% employer match about $200,244 at 4% or $133,496 at 6%. |
| 2013 | 1 | 7 | $2,964,291 | $137,526 | $19,647iApproximate average salary by contribution assumption: employee only about $491,164 at 4% or $327,443 at 6%; with 50% employer match about $327,443 at 4% or $218,295 at 6%; with 100% employer match about $245,582 at 4% or $163,721 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $2,964,291 | $137,526 | $19,647iApproximate average salary by contribution assumption: employee only about $491,164 at 4% or $327,443 at 6%; with 50% employer match about $327,443 at 4% or $218,295 at 6%; with 100% employer match about $245,582 at 4% or $163,721 at 6%. |
| 2012 | 1 | 7 | $2,421,997 | $141,690 | $20,241iApproximate average salary by contribution assumption: employee only about $506,036 at 4% or $337,357 at 6%; with 50% employer match about $337,357 at 4% or $224,905 at 6%; with 100% employer match about $253,018 at 4% or $168,679 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $2,421,997 | $141,690 | $20,241iApproximate average salary by contribution assumption: employee only about $506,036 at 4% or $337,357 at 6%; with 50% employer match about $337,357 at 4% or $224,905 at 6%; with 100% employer match about $253,018 at 4% or $168,679 at 6%. |
| 2011 | 1 | 7 | $2,264,668 | $180,889 | $25,841iApproximate average salary by contribution assumption: employee only about $646,032 at 4% or $430,688 at 6%; with 50% employer match about $430,688 at 4% or $287,125 at 6%; with 100% employer match about $323,016 at 4% or $215,344 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $2,264,668 | $180,889 | $25,841iApproximate average salary by contribution assumption: employee only about $646,032 at 4% or $430,688 at 6%; with 50% employer match about $430,688 at 4% or $287,125 at 6%; with 100% employer match about $323,016 at 4% or $215,344 at 6%. |
| 2010 | 2 | 7 | $2,339,776 | $20,901 | $2,986iApproximate average salary by contribution assumption: employee only about $74,646 at 4% or $49,764 at 6%; with 50% employer match about $49,764 at 4% or $33,176 at 6%; with 100% employer match about $37,323 at 4% or $24,882 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $2,339,776 | $20,901 | $2,986iApproximate average salary by contribution assumption: employee only about $74,646 at 4% or $49,764 at 6%; with 50% employer match about $49,764 at 4% or $33,176 at 6%; with 100% employer match about $37,323 at 4% or $24,882 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 0 | $0 | - | - |
| 2009 | 2 | 9 | $4,915,010 | $2,597,239 | $288,582iApproximate average salary by contribution assumption: employee only about $7,214,553 at 4% or $4,809,702 at 6%; with 50% employer match about $4,809,702 at 4% or $3,206,468 at 6%; with 100% employer match about $3,607,276 at 4% or $2,404,851 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 9 | $2,578,747 | $122,590 | $13,621iApproximate average salary by contribution assumption: employee only about $340,528 at 4% or $227,019 at 6%; with 50% employer match about $227,019 at 4% or $151,346 at 6%; with 100% employer match about $170,264 at 4% or $113,509 at 6%. |
| SUGARMAN & SUSSKIND, P.A. 401(K) PLAN | - | 7 | $2,336,263 | $2,474,649 | $353,521iApproximate average salary by contribution assumption: employee only about $8,838,032 at 4% or $5,892,021 at 6%; with 50% employer match about $5,892,021 at 4% or $3,928,014 at 6%; with 100% employer match about $4,419,016 at 4% or $2,946,011 at 6%. |
| 2008 | 1 | 6 | $2,266,116 | $111,919 | $18,653iApproximate average salary by contribution assumption: employee only about $466,329 at 4% or $310,886 at 6%; with 50% employer match about $310,886 at 4% or $207,257 at 6%; with 100% employer match about $233,165 at 4% or $155,443 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 6 | $2,266,116 | $111,919 | $18,653iApproximate average salary by contribution assumption: employee only about $466,329 at 4% or $310,886 at 6%; with 50% employer match about $310,886 at 4% or $207,257 at 6%; with 100% employer match about $233,165 at 4% or $155,443 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Sugarman & Susskind, P.A. Pension Trust | - | 6 | - | - | - |
| 2006 | 1 | 5 | $2,800,950 | $99,882 | $19,976iApproximate average salary by contribution assumption: employee only about $499,410 at 4% or $332,940 at 6%; with 50% employer match about $332,940 at 4% or $221,960 at 6%; with 100% employer match about $249,705 at 4% or $166,470 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $2,800,950 | $99,882 | $19,976iApproximate average salary by contribution assumption: employee only about $499,410 at 4% or $332,940 at 6%; with 50% employer match about $332,940 at 4% or $221,960 at 6%; with 100% employer match about $249,705 at 4% or $166,470 at 6%. |
| 2005 | 1 | 5 | $2,406,748 | $96,509 | $19,302iApproximate average salary by contribution assumption: employee only about $482,545 at 4% or $321,697 at 6%; with 50% employer match about $321,697 at 4% or $214,464 at 6%; with 100% employer match about $241,273 at 4% or $160,848 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $2,406,748 | $96,509 | $19,302iApproximate average salary by contribution assumption: employee only about $482,545 at 4% or $321,697 at 6%; with 50% employer match about $321,697 at 4% or $214,464 at 6%; with 100% employer match about $241,273 at 4% or $160,848 at 6%. |
| 2004 | 1 | 5 | $2,215,516 | $92,996 | $18,599iApproximate average salary by contribution assumption: employee only about $464,980 at 4% or $309,987 at 6%; with 50% employer match about $309,987 at 4% or $206,658 at 6%; with 100% employer match about $232,490 at 4% or $154,993 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $2,215,516 | $92,996 | $18,599iApproximate average salary by contribution assumption: employee only about $464,980 at 4% or $309,987 at 6%; with 50% employer match about $309,987 at 4% or $206,658 at 6%; with 100% employer match about $232,490 at 4% or $154,993 at 6%. |
| 2003 | 1 | 5 | $1,960,504 | $89,862 | $17,972iApproximate average salary by contribution assumption: employee only about $449,310 at 4% or $299,540 at 6%; with 50% employer match about $299,540 at 4% or $199,693 at 6%; with 100% employer match about $224,655 at 4% or $149,770 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $1,960,504 | $89,862 | $17,972iApproximate average salary by contribution assumption: employee only about $449,310 at 4% or $299,540 at 6%; with 50% employer match about $299,540 at 4% or $199,693 at 6%; with 100% employer match about $224,655 at 4% or $149,770 at 6%. |
| 2002 | 1 | 5 | $1,626,788 | $88,971 | $17,794iApproximate average salary by contribution assumption: employee only about $444,855 at 4% or $296,570 at 6%; with 50% employer match about $296,570 at 4% or $197,713 at 6%; with 100% employer match about $222,428 at 4% or $148,285 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $1,626,788 | $88,971 | $17,794iApproximate average salary by contribution assumption: employee only about $444,855 at 4% or $296,570 at 6%; with 50% employer match about $296,570 at 4% or $197,713 at 6%; with 100% employer match about $222,428 at 4% or $148,285 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $1,865,865 | $65,443 | $13,089iApproximate average salary by contribution assumption: employee only about $327,215 at 4% or $218,143 at 6%; with 50% employer match about $218,143 at 4% or $145,429 at 6%; with 100% employer match about $163,608 at 4% or $109,072 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 5 | $1,865,865 | $65,443 | $13,089iApproximate average salary by contribution assumption: employee only about $327,215 at 4% or $218,143 at 6%; with 50% employer match about $218,143 at 4% or $145,429 at 6%; with 100% employer match about $163,608 at 4% or $109,072 at 6%. |
| 1999 | 1 | 4 | $1,751,694 | $67,987 | $16,997iApproximate average salary by contribution assumption: employee only about $424,919 at 4% or $283,279 at 6%; with 50% employer match about $283,279 at 4% or $188,853 at 6%; with 100% employer match about $212,459 at 4% or $141,640 at 6%. |
| Sugarman & Susskind, P.A. Pension Trust | - | 4 | $1,751,694 | $67,987 | $16,997iApproximate average salary by contribution assumption: employee only about $424,919 at 4% or $283,279 at 6%; with 50% employer match about $283,279 at 4% or $188,853 at 6%; with 100% employer match about $212,459 at 4% or $141,640 at 6%. |