Civic Intelligence

Robert J. Watson, P.A.

Plan context: Robert J. Watson, P.A. 401(K) Trust

EIN 59-2667091 • Stuart, FL • 22 filings • 2 plans

3601 SE Ocean Blvd.Suite 4Stuart, FL 34996
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,357,032

2024 Contributions

$27,500

Historical Graphs

Total Assets Over Time

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

$2,357,032$1,178,516$0200320142024YearValue
$2,357,032Latest year 2024

Participants Over Time

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

530200320142024YearValue
2Latest 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
202412$2,357,032$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Robert J. Watson, P.A. 401(K) Trust-2$2,357,032$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
202312$2,015,267$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Robert J. Watson, P.A. 401(K) Trust-2$2,015,267$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
202212$1,815,478$633,603$316,802iApproximate average salary by contribution assumption: employee only about $7,920,038 at 4% or $5,280,025 at 6%; with 50% employer match about $5,280,025 at 4% or $3,520,017 at 6%; with 100% employer match about $3,960,019 at 4% or $2,640,013 at 6%.
Robert J. Watson, P.A. 401(K) Trust-2$1,815,478$633,603$316,802iApproximate average salary by contribution assumption: employee only about $7,920,038 at 4% or $5,280,025 at 6%; with 50% employer match about $5,280,025 at 4% or $3,520,017 at 6%; with 100% employer match about $3,960,019 at 4% or $2,640,013 at 6%.
202113$1,619,759$71,000$23,667iApproximate average salary by contribution assumption: employee only about $591,667 at 4% or $394,444 at 6%; with 50% employer match about $394,444 at 4% or $262,963 at 6%; with 100% employer match about $295,833 at 4% or $197,222 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$1,619,759$71,000$23,667iApproximate average salary by contribution assumption: employee only about $591,667 at 4% or $394,444 at 6%; with 50% employer match about $394,444 at 4% or $262,963 at 6%; with 100% employer match about $295,833 at 4% or $197,222 at 6%.
202013$1,635,541$263,632$87,877iApproximate average salary by contribution assumption: employee only about $2,196,933 at 4% or $1,464,622 at 6%; with 50% employer match about $1,464,622 at 4% or $976,415 at 6%; with 100% employer match about $1,098,467 at 4% or $732,311 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$1,635,541$263,632$87,877iApproximate average salary by contribution assumption: employee only about $2,196,933 at 4% or $1,464,622 at 6%; with 50% employer match about $1,464,622 at 4% or $976,415 at 6%; with 100% employer match about $1,098,467 at 4% or $732,311 at 6%.
201913$1,077,543$55,589$18,530iApproximate average salary by contribution assumption: employee only about $463,242 at 4% or $308,828 at 6%; with 50% employer match about $308,828 at 4% or $205,885 at 6%; with 100% employer match about $231,621 at 4% or $154,414 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$1,077,543$55,589$18,530iApproximate average salary by contribution assumption: employee only about $463,242 at 4% or $308,828 at 6%; with 50% employer match about $308,828 at 4% or $205,885 at 6%; with 100% employer match about $231,621 at 4% or $154,414 at 6%.
201813$820,713$67,817$22,606iApproximate average salary by contribution assumption: employee only about $565,142 at 4% or $376,761 at 6%; with 50% employer match about $376,761 at 4% or $251,174 at 6%; with 100% employer match about $282,571 at 4% or $188,381 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$820,713$67,817$22,606iApproximate average salary by contribution assumption: employee only about $565,142 at 4% or $376,761 at 6%; with 50% employer match about $376,761 at 4% or $251,174 at 6%; with 100% employer match about $282,571 at 4% or $188,381 at 6%.
201714$1,088,974$72,517$18,129iApproximate average salary by contribution assumption: employee only about $453,231 at 4% or $302,154 at 6%; with 50% employer match about $302,154 at 4% or $201,436 at 6%; with 100% employer match about $226,616 at 4% or $151,077 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$1,088,974$72,517$18,129iApproximate average salary by contribution assumption: employee only about $453,231 at 4% or $302,154 at 6%; with 50% employer match about $302,154 at 4% or $201,436 at 6%; with 100% employer match about $226,616 at 4% or $151,077 at 6%.
201614$1,531,488$75,607$18,902iApproximate average salary by contribution assumption: employee only about $472,544 at 4% or $315,029 at 6%; with 50% employer match about $315,029 at 4% or $210,019 at 6%; with 100% employer match about $236,272 at 4% or $157,515 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$1,531,488$75,607$18,902iApproximate average salary by contribution assumption: employee only about $472,544 at 4% or $315,029 at 6%; with 50% employer match about $315,029 at 4% or $210,019 at 6%; with 100% employer match about $236,272 at 4% or $157,515 at 6%.
201513$1,419,688$73,868$24,623iApproximate average salary by contribution assumption: employee only about $615,567 at 4% or $410,378 at 6%; with 50% employer match about $410,378 at 4% or $273,585 at 6%; with 100% employer match about $307,783 at 4% or $205,189 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$1,419,688$73,868$24,623iApproximate average salary by contribution assumption: employee only about $615,567 at 4% or $410,378 at 6%; with 50% employer match about $410,378 at 4% or $273,585 at 6%; with 100% employer match about $307,783 at 4% or $205,189 at 6%.
201414$1,366,203$70,316$17,579iApproximate average salary by contribution assumption: employee only about $439,475 at 4% or $292,983 at 6%; with 50% employer match about $292,983 at 4% or $195,322 at 6%; with 100% employer match about $219,738 at 4% or $146,492 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$1,366,203$70,316$17,579iApproximate average salary by contribution assumption: employee only about $439,475 at 4% or $292,983 at 6%; with 50% employer match about $292,983 at 4% or $195,322 at 6%; with 100% employer match about $219,738 at 4% or $146,492 at 6%.
201314$1,199,659$72,300$18,075iApproximate average salary by contribution assumption: employee only about $451,875 at 4% or $301,250 at 6%; with 50% employer match about $301,250 at 4% or $200,833 at 6%; with 100% employer match about $225,938 at 4% or $150,625 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$1,199,659$72,300$18,075iApproximate average salary by contribution assumption: employee only about $451,875 at 4% or $301,250 at 6%; with 50% employer match about $301,250 at 4% or $200,833 at 6%; with 100% employer match about $225,938 at 4% or $150,625 at 6%.
201214$966,183$68,384$17,096iApproximate average salary by contribution assumption: employee only about $427,400 at 4% or $284,933 at 6%; with 50% employer match about $284,933 at 4% or $189,956 at 6%; with 100% employer match about $213,700 at 4% or $142,467 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$966,183$68,384$17,096iApproximate average salary by contribution assumption: employee only about $427,400 at 4% or $284,933 at 6%; with 50% employer match about $284,933 at 4% or $189,956 at 6%; with 100% employer match about $213,700 at 4% or $142,467 at 6%.
201114$767,589$63,632$15,908iApproximate average salary by contribution assumption: employee only about $397,700 at 4% or $265,133 at 6%; with 50% employer match about $265,133 at 4% or $176,756 at 6%; with 100% employer match about $198,850 at 4% or $132,567 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$767,589$63,632$15,908iApproximate average salary by contribution assumption: employee only about $397,700 at 4% or $265,133 at 6%; with 50% employer match about $265,133 at 4% or $176,756 at 6%; with 100% employer match about $198,850 at 4% or $132,567 at 6%.
201014$736,200$64,784$16,196iApproximate average salary by contribution assumption: employee only about $404,900 at 4% or $269,933 at 6%; with 50% employer match about $269,933 at 4% or $179,956 at 6%; with 100% employer match about $202,450 at 4% or $134,967 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$736,200$64,784$16,196iApproximate average salary by contribution assumption: employee only about $404,900 at 4% or $269,933 at 6%; with 50% employer match about $269,933 at 4% or $179,956 at 6%; with 100% employer match about $202,450 at 4% or $134,967 at 6%.
200915$660,342$65,673$13,135iApproximate average salary by contribution assumption: employee only about $328,365 at 4% or $218,910 at 6%; with 50% employer match about $218,910 at 4% or $145,940 at 6%; with 100% employer match about $164,183 at 4% or $109,455 at 6%.
Robert J. Watson, P.A. 401(K) Trust-5$660,342$65,673$13,135iApproximate average salary by contribution assumption: employee only about $328,365 at 4% or $218,910 at 6%; with 50% employer match about $218,910 at 4% or $145,940 at 6%; with 100% employer match about $164,183 at 4% or $109,455 at 6%.
200815$0$0-
Robert J. Watson, P.A. 401(K) Trust-5---
200715$603,935$79,773$15,955iApproximate average salary by contribution assumption: employee only about $398,865 at 4% or $265,910 at 6%; with 50% employer match about $265,910 at 4% or $177,273 at 6%; with 100% employer match about $199,433 at 4% or $132,955 at 6%.
Robert J. Watson, P.A. 401(K) Trust-5$603,935$79,773$15,955iApproximate average salary by contribution assumption: employee only about $398,865 at 4% or $265,910 at 6%; with 50% employer match about $265,910 at 4% or $177,273 at 6%; with 100% employer match about $199,433 at 4% or $132,955 at 6%.
200614$450,609$91,793$22,948iApproximate average salary by contribution assumption: employee only about $573,706 at 4% or $382,471 at 6%; with 50% employer match about $382,471 at 4% or $254,981 at 6%; with 100% employer match about $286,853 at 4% or $191,235 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$450,609$91,793$22,948iApproximate average salary by contribution assumption: employee only about $573,706 at 4% or $382,471 at 6%; with 50% employer match about $382,471 at 4% or $254,981 at 6%; with 100% employer match about $286,853 at 4% or $191,235 at 6%.
200513$310,668$83,862$27,954iApproximate average salary by contribution assumption: employee only about $698,850 at 4% or $465,900 at 6%; with 50% employer match about $465,900 at 4% or $310,600 at 6%; with 100% employer match about $349,425 at 4% or $232,950 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$310,668$83,862$27,954iApproximate average salary by contribution assumption: employee only about $698,850 at 4% or $465,900 at 6%; with 50% employer match about $465,900 at 4% or $310,600 at 6%; with 100% employer match about $349,425 at 4% or $232,950 at 6%.
200413$211,177$141,664$47,221iApproximate average salary by contribution assumption: employee only about $1,180,533 at 4% or $787,022 at 6%; with 50% employer match about $787,022 at 4% or $524,681 at 6%; with 100% employer match about $590,267 at 4% or $393,511 at 6%.
Robert J. Watson, P.A. 401(K) Trust-3$211,177$141,664$47,221iApproximate average salary by contribution assumption: employee only about $1,180,533 at 4% or $787,022 at 6%; with 50% employer match about $787,022 at 4% or $524,681 at 6%; with 100% employer match about $590,267 at 4% or $393,511 at 6%.
200314$48,571$48,185$12,046iApproximate average salary by contribution assumption: employee only about $301,156 at 4% or $200,771 at 6%; with 50% employer match about $200,771 at 4% or $133,847 at 6%; with 100% employer match about $150,578 at 4% or $100,385 at 6%.
Robert J. Watson, P.A. 401(K) Trust-4$48,571$48,185$12,046iApproximate average salary by contribution assumption: employee only about $301,156 at 4% or $200,771 at 6%; with 50% employer match about $200,771 at 4% or $133,847 at 6%; with 100% employer match about $150,578 at 4% or $100,385 at 6%.