Civic Intelligence

S.M.S., D.O., P.A.

Plan context: S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST

EIN 59-3104080 • Port Richey, FL • 22 filings • 6 plans

11528 US Highway 19Port Richey, FL 34668-1442
Current Snapshot

Latest Year

2024

2024 Participants

89

2024 Assets

$425,086

2024 Contributions

$75,498

Historical Graphs

Total Assets Over Time

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

$730,248$365,124$0199920172024YearValue
$425,086Latest year 2024

Participants Over Time

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

95480199920162024YearValue
89Latest 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
2024189$425,086$75,498$848iApproximate average salary by contribution assumption: employee only about $21,207 at 4% or $14,138 at 6%; with 50% employer match about $14,138 at 4% or $9,425 at 6%; with 100% employer match about $10,604 at 4% or $7,069 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-89$425,086$75,498$848iApproximate average salary by contribution assumption: employee only about $21,207 at 4% or $14,138 at 6%; with 50% employer match about $14,138 at 4% or $9,425 at 6%; with 100% employer match about $10,604 at 4% or $7,069 at 6%.
2023295$388,235$71,573$753iApproximate average salary by contribution assumption: employee only about $18,835 at 4% or $12,557 at 6%; with 50% employer match about $12,557 at 4% or $8,371 at 6%; with 100% employer match about $9,418 at 4% or $6,278 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-79$388,235$71,573$906iApproximate average salary by contribution assumption: employee only about $22,650 at 4% or $15,100 at 6%; with 50% employer match about $15,100 at 4% or $10,067 at 6%; with 100% employer match about $11,325 at 4% or $7,550 at 6%.
S M S DO PA HEALTH & WELFARE PLAN-95---
2022178$342,299$65,775$843iApproximate average salary by contribution assumption: employee only about $21,082 at 4% or $14,054 at 6%; with 50% employer match about $14,054 at 4% or $9,370 at 6%; with 100% employer match about $10,541 at 4% or $7,027 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-78$342,299$65,775$843iApproximate average salary by contribution assumption: employee only about $21,082 at 4% or $14,054 at 6%; with 50% employer match about $14,054 at 4% or $9,370 at 6%; with 100% employer match about $10,541 at 4% or $7,027 at 6%.
2021295$416,680$72,252$761iApproximate average salary by contribution assumption: employee only about $19,014 at 4% or $12,676 at 6%; with 50% employer match about $12,676 at 4% or $8,451 at 6%; with 100% employer match about $9,507 at 4% or $6,338 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-94$416,680$72,252$769iApproximate average salary by contribution assumption: employee only about $19,216 at 4% or $12,811 at 6%; with 50% employer match about $12,811 at 4% or $8,540 at 6%; with 100% employer match about $9,608 at 4% or $6,405 at 6%.
S M S DO PA HEALTH & WELFARE PLAN-95---
2020173$638,770$71,296$977iApproximate average salary by contribution assumption: employee only about $24,416 at 4% or $16,278 at 6%; with 50% employer match about $16,278 at 4% or $10,852 at 6%; with 100% employer match about $12,208 at 4% or $8,139 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-73$638,770$71,296$977iApproximate average salary by contribution assumption: employee only about $24,416 at 4% or $16,278 at 6%; with 50% employer match about $16,278 at 4% or $10,852 at 6%; with 100% employer match about $12,208 at 4% or $8,139 at 6%.
2019182$671,406$67,141$819iApproximate average salary by contribution assumption: employee only about $20,470 at 4% or $13,647 at 6%; with 50% employer match about $13,647 at 4% or $9,098 at 6%; with 100% employer match about $10,235 at 4% or $6,823 at 6%.
S M S DO PA 401(K) PROFIT SHARING PLAN & TRUST-82$671,406$67,141$819iApproximate average salary by contribution assumption: employee only about $20,470 at 4% or $13,647 at 6%; with 50% employer match about $13,647 at 4% or $9,098 at 6%; with 100% employer match about $10,235 at 4% or $6,823 at 6%.
2018129$693,421$97,173$3,351iApproximate average salary by contribution assumption: employee only about $83,770 at 4% or $55,847 at 6%; with 50% employer match about $55,847 at 4% or $37,231 at 6%; with 100% employer match about $41,885 at 4% or $27,923 at 6%.
S M S DO PA 401 K PROFIT SHARING PLAN TRUST-29$693,421$97,173$3,351iApproximate average salary by contribution assumption: employee only about $83,770 at 4% or $55,847 at 6%; with 50% employer match about $55,847 at 4% or $37,231 at 6%; with 100% employer match about $41,885 at 4% or $27,923 at 6%.
2017130$669,747$72,387$2,413iApproximate average salary by contribution assumption: employee only about $60,323 at 4% or $40,215 at 6%; with 50% employer match about $40,215 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,108 at 6%.
S M S DO PA 401 K PROFIT SHARING PLAN TRUST-30$669,747$72,387$2,413iApproximate average salary by contribution assumption: employee only about $60,323 at 4% or $40,215 at 6%; with 50% employer match about $40,215 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,108 at 6%.
2016130$730,248$73,777$2,459iApproximate average salary by contribution assumption: employee only about $61,481 at 4% or $40,987 at 6%; with 50% employer match about $40,987 at 4% or $27,325 at 6%; with 100% employer match about $30,740 at 4% or $20,494 at 6%.
S M S DO PA 401 K PROFIT SHARING PLAN TRUST-30$730,248$73,777$2,459iApproximate average salary by contribution assumption: employee only about $61,481 at 4% or $40,987 at 6%; with 50% employer match about $40,987 at 4% or $27,325 at 6%; with 100% employer match about $30,740 at 4% or $20,494 at 6%.
2015130$638,909$75,525$2,518iApproximate average salary by contribution assumption: employee only about $62,938 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,469 at 4% or $20,979 at 6%.
S M S DO PA 401 K PROFIT SHARING PLAN TRUST-30$638,909$75,525$2,518iApproximate average salary by contribution assumption: employee only about $62,938 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,469 at 4% or $20,979 at 6%.
2014126$594,726$59,180$2,276iApproximate average salary by contribution assumption: employee only about $56,904 at 4% or $37,936 at 6%; with 50% employer match about $37,936 at 4% or $25,291 at 6%; with 100% employer match about $28,452 at 4% or $18,968 at 6%.
S M S DO PA 401 K PROFIT SHARING PLAN TRUST-26$594,726$59,180$2,276iApproximate average salary by contribution assumption: employee only about $56,904 at 4% or $37,936 at 6%; with 50% employer match about $37,936 at 4% or $25,291 at 6%; with 100% employer match about $28,452 at 4% or $18,968 at 6%.
200710$0$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TR-0---
2006133$243,299$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TR-33$243,299--
2005137$222,098$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-37$222,098--
2004173$213,080$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-73$213,080--
200310$200,730$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-0$200,730--
2002132$0$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-32---
2001148$0$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-48---
2000142$0$0-
GULF COAST MEDICAL CENTER PROFIT SHARING PLAN & TRUST-42---
1999128$298,467$90,000$3,214iApproximate average salary by contribution assumption: employee only about $80,357 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,179 at 4% or $26,786 at 6%.
Gulf Coast Medical Center Profit Sharing Plan and Trust-28$298,467$90,000$3,214iApproximate average salary by contribution assumption: employee only about $80,357 at 4% or $53,571 at 6%; with 50% employer match about $53,571 at 4% or $35,714 at 6%; with 100% employer match about $40,179 at 4% or $26,786 at 6%.