Civic Intelligence

Jo Ann Hoffman & Associates, P.A.

Plan context: Jo Ann Hoffman & Associates, P.A. 401K Plan

EIN 59-2612227 • Lauderdale By The Sea, FL • 10 filings • 1 plans

4403 W Tradewinds AveLauderdale By The Sea, FL 33308
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$2,105,852

2025 Contributions

$271,930

Historical Graphs

Total Assets Over Time

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

$2,105,852$1,052,926$0201620212025YearValue
$2,105,852Latest year 2025

Participants Over Time

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

21110201620212025YearValue
19Latest year 2025

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
2025119$2,105,852$271,930$14,312iApproximate average salary by contribution assumption: employee only about $357,803 at 4% or $238,535 at 6%; with 50% employer match about $238,535 at 4% or $159,023 at 6%; with 100% employer match about $178,901 at 4% or $119,268 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-19$2,105,852$271,930$14,312iApproximate average salary by contribution assumption: employee only about $357,803 at 4% or $238,535 at 6%; with 50% employer match about $238,535 at 4% or $159,023 at 6%; with 100% employer match about $178,901 at 4% or $119,268 at 6%.
2024121$1,664,348$252,629$12,030iApproximate average salary by contribution assumption: employee only about $300,749 at 4% or $200,499 at 6%; with 50% employer match about $200,499 at 4% or $133,666 at 6%; with 100% employer match about $150,374 at 4% or $100,250 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-21$1,664,348$252,629$12,030iApproximate average salary by contribution assumption: employee only about $300,749 at 4% or $200,499 at 6%; with 50% employer match about $200,499 at 4% or $133,666 at 6%; with 100% employer match about $150,374 at 4% or $100,250 at 6%.
2023121$1,225,093$254,326$12,111iApproximate average salary by contribution assumption: employee only about $302,769 at 4% or $201,846 at 6%; with 50% employer match about $201,846 at 4% or $134,564 at 6%; with 100% employer match about $151,385 at 4% or $100,923 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-21$1,225,093$254,326$12,111iApproximate average salary by contribution assumption: employee only about $302,769 at 4% or $201,846 at 6%; with 50% employer match about $201,846 at 4% or $134,564 at 6%; with 100% employer match about $151,385 at 4% or $100,923 at 6%.
2022119$886,220$227,731$11,986iApproximate average salary by contribution assumption: employee only about $299,646 at 4% or $199,764 at 6%; with 50% employer match about $199,764 at 4% or $133,176 at 6%; with 100% employer match about $149,823 at 4% or $99,882 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-19$886,220$227,731$11,986iApproximate average salary by contribution assumption: employee only about $299,646 at 4% or $199,764 at 6%; with 50% employer match about $199,764 at 4% or $133,176 at 6%; with 100% employer match about $149,823 at 4% or $99,882 at 6%.
2021118$896,169$224,352$12,464iApproximate average salary by contribution assumption: employee only about $311,600 at 4% or $207,733 at 6%; with 50% employer match about $207,733 at 4% or $138,489 at 6%; with 100% employer match about $155,800 at 4% or $103,867 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-18$896,169$224,352$12,464iApproximate average salary by contribution assumption: employee only about $311,600 at 4% or $207,733 at 6%; with 50% employer match about $207,733 at 4% or $138,489 at 6%; with 100% employer match about $155,800 at 4% or $103,867 at 6%.
2020116$590,425$153,553$9,597iApproximate average salary by contribution assumption: employee only about $239,927 at 4% or $159,951 at 6%; with 50% employer match about $159,951 at 4% or $106,634 at 6%; with 100% employer match about $119,963 at 4% or $79,976 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-16$590,425$153,553$9,597iApproximate average salary by contribution assumption: employee only about $239,927 at 4% or $159,951 at 6%; with 50% employer match about $159,951 at 4% or $106,634 at 6%; with 100% employer match about $119,963 at 4% or $79,976 at 6%.
2019113$320,496$113,793$8,753iApproximate average salary by contribution assumption: employee only about $218,833 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,259 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-13$320,496$113,793$8,753iApproximate average salary by contribution assumption: employee only about $218,833 at 4% or $145,888 at 6%; with 50% employer match about $145,888 at 4% or $97,259 at 6%; with 100% employer match about $109,416 at 4% or $72,944 at 6%.
2018111$157,904$76,127$6,921iApproximate average salary by contribution assumption: employee only about $173,016 at 4% or $115,344 at 6%; with 50% employer match about $115,344 at 4% or $76,896 at 6%; with 100% employer match about $86,508 at 4% or $57,672 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-11$157,904$76,127$6,921iApproximate average salary by contribution assumption: employee only about $173,016 at 4% or $115,344 at 6%; with 50% employer match about $115,344 at 4% or $76,896 at 6%; with 100% employer match about $86,508 at 4% or $57,672 at 6%.
201716$92,550$45,050$7,508iApproximate average salary by contribution assumption: employee only about $187,708 at 4% or $125,139 at 6%; with 50% employer match about $125,139 at 4% or $83,426 at 6%; with 100% employer match about $93,854 at 4% or $62,569 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-6$92,550$45,050$7,508iApproximate average salary by contribution assumption: employee only about $187,708 at 4% or $125,139 at 6%; with 50% employer match about $125,139 at 4% or $83,426 at 6%; with 100% employer match about $93,854 at 4% or $62,569 at 6%.
201615$36,486$35,352$7,070iApproximate average salary by contribution assumption: employee only about $176,760 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.
Jo Ann Hoffman & Associates, P.A. 401K Plan-5$36,486$35,352$7,070iApproximate average salary by contribution assumption: employee only about $176,760 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.