Theodore a Wittman
Plan context: Theodore a Wittman 401K Profit Sharing Plan & Trust
EIN 59-2567804 • Sarasota, FL • 25 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$4,484,882
2025 Contributions
$166,644
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 | 15 | $4,484,882 | $166,644 | $11,110iApproximate average salary by contribution assumption: employee only about $277,740 at 4% or $185,160 at 6%; with 50% employer match about $185,160 at 4% or $123,440 at 6%; with 100% employer match about $138,870 at 4% or $92,580 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 15 | $4,484,882 | $166,644 | $11,110iApproximate average salary by contribution assumption: employee only about $277,740 at 4% or $185,160 at 6%; with 50% employer match about $185,160 at 4% or $123,440 at 6%; with 100% employer match about $138,870 at 4% or $92,580 at 6%. |
| 2024 | 1 | 16 | $3,893,335 | $171,908 | $10,744iApproximate average salary by contribution assumption: employee only about $268,606 at 4% or $179,071 at 6%; with 50% employer match about $179,071 at 4% or $119,381 at 6%; with 100% employer match about $134,303 at 4% or $89,535 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 16 | $3,893,335 | $171,908 | $10,744iApproximate average salary by contribution assumption: employee only about $268,606 at 4% or $179,071 at 6%; with 50% employer match about $179,071 at 4% or $119,381 at 6%; with 100% employer match about $134,303 at 4% or $89,535 at 6%. |
| 2023 | 1 | 15 | $3,372,734 | $162,476 | $10,832iApproximate average salary by contribution assumption: employee only about $270,793 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,264 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 15 | $3,372,734 | $162,476 | $10,832iApproximate average salary by contribution assumption: employee only about $270,793 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,264 at 6%. |
| 2022 | 1 | 15 | $2,821,569 | $170,565 | $11,371iApproximate average salary by contribution assumption: employee only about $284,275 at 4% or $189,517 at 6%; with 50% employer match about $189,517 at 4% or $126,344 at 6%; with 100% employer match about $142,138 at 4% or $94,758 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 15 | $2,821,569 | $170,565 | $11,371iApproximate average salary by contribution assumption: employee only about $284,275 at 4% or $189,517 at 6%; with 50% employer match about $189,517 at 4% or $126,344 at 6%; with 100% employer match about $142,138 at 4% or $94,758 at 6%. |
| 2021 | 1 | 20 | $3,389,529 | $265,216 | $13,261iApproximate average salary by contribution assumption: employee only about $331,520 at 4% or $221,013 at 6%; with 50% employer match about $221,013 at 4% or $147,342 at 6%; with 100% employer match about $165,760 at 4% or $110,507 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 20 | $3,389,529 | $265,216 | $13,261iApproximate average salary by contribution assumption: employee only about $331,520 at 4% or $221,013 at 6%; with 50% employer match about $221,013 at 4% or $147,342 at 6%; with 100% employer match about $165,760 at 4% or $110,507 at 6%. |
| 2020 | 1 | 17 | $2,771,117 | $176,528 | $10,384iApproximate average salary by contribution assumption: employee only about $259,600 at 4% or $173,067 at 6%; with 50% employer match about $173,067 at 4% or $115,378 at 6%; with 100% employer match about $129,800 at 4% or $86,533 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 17 | $2,771,117 | $176,528 | $10,384iApproximate average salary by contribution assumption: employee only about $259,600 at 4% or $173,067 at 6%; with 50% employer match about $173,067 at 4% or $115,378 at 6%; with 100% employer match about $129,800 at 4% or $86,533 at 6%. |
| 2019 | 1 | 17 | $2,296,611 | $161,521 | $9,501iApproximate average salary by contribution assumption: employee only about $237,531 at 4% or $158,354 at 6%; with 50% employer match about $158,354 at 4% or $105,569 at 6%; with 100% employer match about $118,765 at 4% or $79,177 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 17 | $2,296,611 | $161,521 | $9,501iApproximate average salary by contribution assumption: employee only about $237,531 at 4% or $158,354 at 6%; with 50% employer match about $158,354 at 4% or $105,569 at 6%; with 100% employer match about $118,765 at 4% or $79,177 at 6%. |
| 2018 | 1 | 16 | $1,739,411 | $146,078 | $9,130iApproximate average salary by contribution assumption: employee only about $228,247 at 4% or $152,165 at 6%; with 50% employer match about $152,165 at 4% or $101,443 at 6%; with 100% employer match about $114,123 at 4% or $76,082 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 16 | $1,739,411 | $146,078 | $9,130iApproximate average salary by contribution assumption: employee only about $228,247 at 4% or $152,165 at 6%; with 50% employer match about $152,165 at 4% or $101,443 at 6%; with 100% employer match about $114,123 at 4% or $76,082 at 6%. |
| 2017 | 1 | 16 | $1,818,766 | $148,173 | $9,261iApproximate average salary by contribution assumption: employee only about $231,520 at 4% or $154,347 at 6%; with 50% employer match about $154,347 at 4% or $102,898 at 6%; with 100% employer match about $115,760 at 4% or $77,173 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 16 | $1,818,766 | $148,173 | $9,261iApproximate average salary by contribution assumption: employee only about $231,520 at 4% or $154,347 at 6%; with 50% employer match about $154,347 at 4% or $102,898 at 6%; with 100% employer match about $115,760 at 4% or $77,173 at 6%. |
| 2016 | 1 | 15 | $1,440,070 | $135,392 | $9,026iApproximate average salary by contribution assumption: employee only about $225,653 at 4% or $150,436 at 6%; with 50% employer match about $150,436 at 4% or $100,290 at 6%; with 100% employer match about $112,827 at 4% or $75,218 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 15 | $1,440,070 | $135,392 | $9,026iApproximate average salary by contribution assumption: employee only about $225,653 at 4% or $150,436 at 6%; with 50% employer match about $150,436 at 4% or $100,290 at 6%; with 100% employer match about $112,827 at 4% or $75,218 at 6%. |
| 2015 | 1 | 13 | $1,245,085 | $116,721 | $8,979iApproximate average salary by contribution assumption: employee only about $224,463 at 4% or $149,642 at 6%; with 50% employer match about $149,642 at 4% or $99,762 at 6%; with 100% employer match about $112,232 at 4% or $74,821 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 13 | $1,245,085 | $116,721 | $8,979iApproximate average salary by contribution assumption: employee only about $224,463 at 4% or $149,642 at 6%; with 50% employer match about $149,642 at 4% or $99,762 at 6%; with 100% employer match about $112,232 at 4% or $74,821 at 6%. |
| 2014 | 1 | 13 | $1,190,276 | $73,442 | $5,649iApproximate average salary by contribution assumption: employee only about $141,235 at 4% or $94,156 at 6%; with 50% employer match about $94,156 at 4% or $62,771 at 6%; with 100% employer match about $70,617 at 4% or $47,078 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 13 | $1,190,276 | $73,442 | $5,649iApproximate average salary by contribution assumption: employee only about $141,235 at 4% or $94,156 at 6%; with 50% employer match about $94,156 at 4% or $62,771 at 6%; with 100% employer match about $70,617 at 4% or $47,078 at 6%. |
| 2013 | 1 | 12 | $1,061,186 | $66,661 | $5,555iApproximate average salary by contribution assumption: employee only about $138,877 at 4% or $92,585 at 6%; with 50% employer match about $92,585 at 4% or $61,723 at 6%; with 100% employer match about $69,439 at 4% or $46,292 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 12 | $1,061,186 | $66,661 | $5,555iApproximate average salary by contribution assumption: employee only about $138,877 at 4% or $92,585 at 6%; with 50% employer match about $92,585 at 4% or $61,723 at 6%; with 100% employer match about $69,439 at 4% or $46,292 at 6%. |
| 2012 | 1 | 12 | $856,990 | $39,469 | $3,289iApproximate average salary by contribution assumption: employee only about $82,227 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,545 at 6%; with 100% employer match about $41,114 at 4% or $27,409 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 12 | $856,990 | $39,469 | $3,289iApproximate average salary by contribution assumption: employee only about $82,227 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,545 at 6%; with 100% employer match about $41,114 at 4% or $27,409 at 6%. |
| 2011 | 1 | 13 | $1,004,227 | $36,949 | $2,842iApproximate average salary by contribution assumption: employee only about $71,056 at 4% or $47,371 at 6%; with 50% employer match about $47,371 at 4% or $31,580 at 6%; with 100% employer match about $35,528 at 4% or $23,685 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 13 | $1,004,227 | $36,949 | $2,842iApproximate average salary by contribution assumption: employee only about $71,056 at 4% or $47,371 at 6%; with 50% employer match about $47,371 at 4% or $31,580 at 6%; with 100% employer match about $35,528 at 4% or $23,685 at 6%. |
| 2010 | 1 | 14 | $1,004,205 | $81,239 | $5,803iApproximate average salary by contribution assumption: employee only about $145,070 at 4% or $96,713 at 6%; with 50% employer match about $96,713 at 4% or $64,475 at 6%; with 100% employer match about $72,535 at 4% or $48,357 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 14 | $1,004,205 | $81,239 | $5,803iApproximate average salary by contribution assumption: employee only about $145,070 at 4% or $96,713 at 6%; with 50% employer match about $96,713 at 4% or $64,475 at 6%; with 100% employer match about $72,535 at 4% or $48,357 at 6%. |
| 2009 | 2 | 25 | $1,518,283 | $229,438 | $9,178iApproximate average salary by contribution assumption: employee only about $229,438 at 4% or $152,959 at 6%; with 50% employer match about $152,959 at 4% or $101,972 at 6%; with 100% employer match about $114,719 at 4% or $76,479 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 15 | $821,485 | $107,610 | $7,174iApproximate average salary by contribution assumption: employee only about $179,350 at 4% or $119,567 at 6%; with 50% employer match about $119,567 at 4% or $79,711 at 6%; with 100% employer match about $89,675 at 4% or $59,783 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 25 | $696,798 | $121,828 | $4,873iApproximate average salary by contribution assumption: employee only about $121,828 at 4% or $81,219 at 6%; with 50% employer match about $81,219 at 4% or $54,146 at 6%; with 100% employer match about $60,914 at 4% or $40,609 at 6%. |
| 2006 | 1 | 18 | $534,438 | $97,449 | $5,414iApproximate average salary by contribution assumption: employee only about $135,346 at 4% or $90,231 at 6%; with 50% employer match about $90,231 at 4% or $60,154 at 6%; with 100% employer match about $67,673 at 4% or $45,115 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 18 | $534,438 | $97,449 | $5,414iApproximate average salary by contribution assumption: employee only about $135,346 at 4% or $90,231 at 6%; with 50% employer match about $90,231 at 4% or $60,154 at 6%; with 100% employer match about $67,673 at 4% or $45,115 at 6%. |
| 2005 | 1 | 18 | $449,235 | $96,037 | $5,335iApproximate average salary by contribution assumption: employee only about $133,385 at 4% or $88,923 at 6%; with 50% employer match about $88,923 at 4% or $59,282 at 6%; with 100% employer match about $66,692 at 4% or $44,462 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 18 | $449,235 | $96,037 | $5,335iApproximate average salary by contribution assumption: employee only about $133,385 at 4% or $88,923 at 6%; with 50% employer match about $88,923 at 4% or $59,282 at 6%; with 100% employer match about $66,692 at 4% or $44,462 at 6%. |
| 2004 | 1 | 20 | $326,123 | $72,957 | $3,648iApproximate average salary by contribution assumption: employee only about $91,196 at 4% or $60,798 at 6%; with 50% employer match about $60,798 at 4% or $40,532 at 6%; with 100% employer match about $45,598 at 4% or $30,399 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 20 | $326,123 | $72,957 | $3,648iApproximate average salary by contribution assumption: employee only about $91,196 at 4% or $60,798 at 6%; with 50% employer match about $60,798 at 4% or $40,532 at 6%; with 100% employer match about $45,598 at 4% or $30,399 at 6%. |
| 2003 | 1 | 16 | $228,428 | $70,971 | $4,436iApproximate average salary by contribution assumption: employee only about $110,892 at 4% or $73,928 at 6%; with 50% employer match about $73,928 at 4% or $49,285 at 6%; with 100% employer match about $55,446 at 4% or $36,964 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 16 | $228,428 | $70,971 | $4,436iApproximate average salary by contribution assumption: employee only about $110,892 at 4% or $73,928 at 6%; with 50% employer match about $73,928 at 4% or $49,285 at 6%; with 100% employer match about $55,446 at 4% or $36,964 at 6%. |
| 2002 | 1 | 21 | $122,400 | $52,909 | $2,519iApproximate average salary by contribution assumption: employee only about $62,987 at 4% or $41,991 at 6%; with 50% employer match about $41,991 at 4% or $27,994 at 6%; with 100% employer match about $31,493 at 4% or $20,996 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 21 | $122,400 | $52,909 | $2,519iApproximate average salary by contribution assumption: employee only about $62,987 at 4% or $41,991 at 6%; with 50% employer match about $41,991 at 4% or $27,994 at 6%; with 100% employer match about $31,493 at 4% or $20,996 at 6%. |
| 2000 | 1 | 18 | $67,901 | $27,736 | $1,541iApproximate average salary by contribution assumption: employee only about $38,522 at 4% or $25,681 at 6%; with 50% employer match about $25,681 at 4% or $17,121 at 6%; with 100% employer match about $19,261 at 4% or $12,841 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 18 | $67,901 | $27,736 | $1,541iApproximate average salary by contribution assumption: employee only about $38,522 at 4% or $25,681 at 6%; with 50% employer match about $25,681 at 4% or $17,121 at 6%; with 100% employer match about $19,261 at 4% or $12,841 at 6%. |
| 1999 | 1 | 9 | $48,362 | $26,914 | $2,990iApproximate average salary by contribution assumption: employee only about $74,761 at 4% or $49,841 at 6%; with 50% employer match about $49,841 at 4% or $33,227 at 6%; with 100% employer match about $37,381 at 4% or $24,920 at 6%. |
| Theodore a Wittman 401K Profit Sharing Plan & Trust | - | 9 | $48,362 | $26,914 | $2,990iApproximate average salary by contribution assumption: employee only about $74,761 at 4% or $49,841 at 6%; with 50% employer match about $49,841 at 4% or $33,227 at 6%; with 100% employer match about $37,381 at 4% or $24,920 at 6%. |