Civic Intelligence

Rodriguez, Davidson & Company, P.A.

Plan context: Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust

EIN 59-2827281 • Tampa, FL • 26 filings • 3 plans

6504 E Fowler AvenueTampa, FL 33617
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$856,702

2024 Contributions

$600

Historical Graphs

Total Assets Over Time

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

$864,683$432,342$0199920142024YearValue
$856,702Latest year 2024

Participants Over Time

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

1260199920122024YearValue
6Latest 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
202416$856,702$600$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-6$856,702$600$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
202314$775,103$98,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-4$775,103$98,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
202216$612,151$600$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-6$612,151$600$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
202116$864,683$1,560$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-6$864,683$1,560$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.
202017$842,511$5,900$843iApproximate average salary by contribution assumption: employee only about $21,071 at 4% or $14,048 at 6%; with 50% employer match about $14,048 at 4% or $9,365 at 6%; with 100% employer match about $10,536 at 4% or $7,024 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-7$842,511$5,900$843iApproximate average salary by contribution assumption: employee only about $21,071 at 4% or $14,048 at 6%; with 50% employer match about $14,048 at 4% or $9,365 at 6%; with 100% employer match about $10,536 at 4% or $7,024 at 6%.
201918$807,368$15,340$1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$807,368$15,340$1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%.
201818$716,650$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$716,650--
201718$720,097$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$720,097--
201618$678,884$79,144$9,893iApproximate average salary by contribution assumption: employee only about $247,325 at 4% or $164,883 at 6%; with 50% employer match about $164,883 at 4% or $109,922 at 6%; with 100% employer match about $123,663 at 4% or $82,442 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$678,884$79,144$9,893iApproximate average salary by contribution assumption: employee only about $247,325 at 4% or $164,883 at 6%; with 50% employer match about $164,883 at 4% or $109,922 at 6%; with 100% employer match about $123,663 at 4% or $82,442 at 6%.
201518$570,237$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$570,237--
201418$542,210$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$542,210--
201318$575,198$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$575,198--
201218$498,096$30,454$3,807iApproximate average salary by contribution assumption: employee only about $95,169 at 4% or $63,446 at 6%; with 50% employer match about $63,446 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,723 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$498,096$30,454$3,807iApproximate average salary by contribution assumption: employee only about $95,169 at 4% or $63,446 at 6%; with 50% employer match about $63,446 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,723 at 6%.
201118$449,853$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$449,853--
201018$462,606$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$462,606$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200919$488,049$27,475$3,053iApproximate average salary by contribution assumption: employee only about $76,319 at 4% or $50,880 at 6%; with 50% employer match about $50,880 at 4% or $33,920 at 6%; with 100% employer match about $38,160 at 4% or $25,440 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-9$488,049$27,475$3,053iApproximate average salary by contribution assumption: employee only about $76,319 at 4% or $50,880 at 6%; with 50% employer match about $50,880 at 4% or $33,920 at 6%; with 100% employer match about $38,160 at 4% or $25,440 at 6%.
2008111$471,066$74,589$6,781iApproximate average salary by contribution assumption: employee only about $169,520 at 4% or $113,014 at 6%; with 50% employer match about $113,014 at 4% or $75,342 at 6%; with 100% employer match about $84,760 at 4% or $56,507 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-11$471,066$74,589$6,781iApproximate average salary by contribution assumption: employee only about $169,520 at 4% or $113,014 at 6%; with 50% employer match about $113,014 at 4% or $75,342 at 6%; with 100% employer match about $84,760 at 4% or $56,507 at 6%.
2007112$0$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-12---
2006112$379,515$81,420$6,785iApproximate average salary by contribution assumption: employee only about $169,625 at 4% or $113,083 at 6%; with 50% employer match about $113,083 at 4% or $75,389 at 6%; with 100% employer match about $84,813 at 4% or $56,542 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-12$379,515$81,420$6,785iApproximate average salary by contribution assumption: employee only about $169,625 at 4% or $113,083 at 6%; with 50% employer match about $113,083 at 4% or $75,389 at 6%; with 100% employer match about $84,813 at 4% or $56,542 at 6%.
2005110$277,170$72,225$7,223iApproximate average salary by contribution assumption: employee only about $180,563 at 4% or $120,375 at 6%; with 50% employer match about $120,375 at 4% or $80,250 at 6%; with 100% employer match about $90,281 at 4% or $60,188 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-10$277,170$72,225$7,223iApproximate average salary by contribution assumption: employee only about $180,563 at 4% or $120,375 at 6%; with 50% employer match about $120,375 at 4% or $80,250 at 6%; with 100% employer match about $90,281 at 4% or $60,188 at 6%.
2004111$199,280$67,390$6,126iApproximate average salary by contribution assumption: employee only about $153,159 at 4% or $102,106 at 6%; with 50% employer match about $102,106 at 4% or $68,071 at 6%; with 100% employer match about $76,580 at 4% or $51,053 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-11$199,280$67,390$6,126iApproximate average salary by contribution assumption: employee only about $153,159 at 4% or $102,106 at 6%; with 50% employer match about $102,106 at 4% or $68,071 at 6%; with 100% employer match about $76,580 at 4% or $51,053 at 6%.
2003110$0$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-10---
2002110$0$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-10---
200119$0$0-
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-9---
2000110$101,599$12,525$1,253iApproximate average salary by contribution assumption: employee only about $31,313 at 4% or $20,875 at 6%; with 50% employer match about $20,875 at 4% or $13,917 at 6%; with 100% employer match about $15,656 at 4% or $10,438 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-10$101,599$12,525$1,253iApproximate average salary by contribution assumption: employee only about $31,313 at 4% or $20,875 at 6%; with 50% employer match about $20,875 at 4% or $13,917 at 6%; with 100% employer match about $15,656 at 4% or $10,438 at 6%.
199918$101,353$14,388$1,799iApproximate average salary by contribution assumption: employee only about $44,963 at 4% or $29,975 at 6%; with 50% employer match about $29,975 at 4% or $19,983 at 6%; with 100% employer match about $22,481 at 4% or $14,988 at 6%.
Rodriguez, Davidson & Company, P.A. Profit Sharing Plan & Trust-8$101,353$14,388$1,799iApproximate average salary by contribution assumption: employee only about $44,963 at 4% or $29,975 at 6%; with 50% employer match about $29,975 at 4% or $19,983 at 6%; with 100% employer match about $22,481 at 4% or $14,988 at 6%.