Civic Intelligence

Joshua a. Halpern, M.D., P.A.

Plan context: Joshua a. Halpern, M.D., P.A. Profit Sharing Plan

EIN 59-3112723 • Tampa, FL • 25 filings • 2 plans

PO Box 46186Tampa, FL 33646-0102
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,047,660

2024 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$3,047,660$1,523,830$0200020132024YearValue
$3,047,660Latest year 2024

Participants Over Time

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

1580200020122024YearValue
12Latest 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
2024112$3,047,660$80,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-12$3,047,660$80,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2023111$2,787,561$95,000$8,636iApproximate average salary by contribution assumption: employee only about $215,909 at 4% or $143,939 at 6%; with 50% employer match about $143,939 at 4% or $95,960 at 6%; with 100% employer match about $107,955 at 4% or $71,970 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-11$2,787,561$95,000$8,636iApproximate average salary by contribution assumption: employee only about $215,909 at 4% or $143,939 at 6%; with 50% employer match about $143,939 at 4% or $95,960 at 6%; with 100% employer match about $107,955 at 4% or $71,970 at 6%.
2022110$2,594,000$87,736$8,774iApproximate average salary by contribution assumption: employee only about $219,340 at 4% or $146,227 at 6%; with 50% employer match about $146,227 at 4% or $97,484 at 6%; with 100% employer match about $109,670 at 4% or $73,113 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-10$2,594,000$87,736$8,774iApproximate average salary by contribution assumption: employee only about $219,340 at 4% or $146,227 at 6%; with 50% employer match about $146,227 at 4% or $97,484 at 6%; with 100% employer match about $109,670 at 4% or $73,113 at 6%.
2021111$2,714,520$91,680$8,335iApproximate average salary by contribution assumption: employee only about $208,364 at 4% or $138,909 at 6%; with 50% employer match about $138,909 at 4% or $92,606 at 6%; with 100% employer match about $104,182 at 4% or $69,455 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-11$2,714,520$91,680$8,335iApproximate average salary by contribution assumption: employee only about $208,364 at 4% or $138,909 at 6%; with 50% employer match about $138,909 at 4% or $92,606 at 6%; with 100% employer match about $104,182 at 4% or $69,455 at 6%.
202019$2,280,382$78,305$8,701iApproximate average salary by contribution assumption: employee only about $217,514 at 4% or $145,009 at 6%; with 50% employer match about $145,009 at 4% or $96,673 at 6%; with 100% employer match about $108,757 at 4% or $72,505 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-9$2,280,382$78,305$8,701iApproximate average salary by contribution assumption: employee only about $217,514 at 4% or $145,009 at 6%; with 50% employer match about $145,009 at 4% or $96,673 at 6%; with 100% employer match about $108,757 at 4% or $72,505 at 6%.
2019110$2,216,364$19,257$1,926iApproximate average salary by contribution assumption: employee only about $48,143 at 4% or $32,095 at 6%; with 50% employer match about $32,095 at 4% or $21,397 at 6%; with 100% employer match about $24,071 at 4% or $16,048 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-10$2,216,364$19,257$1,926iApproximate average salary by contribution assumption: employee only about $48,143 at 4% or $32,095 at 6%; with 50% employer match about $32,095 at 4% or $21,397 at 6%; with 100% employer match about $24,071 at 4% or $16,048 at 6%.
2018110$1,885,758$7,000$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-10$1,885,758$7,000$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
201718$1,930,997$0-
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-8$1,930,997$0-
201619$1,820,111$80,906$8,990iApproximate average salary by contribution assumption: employee only about $224,739 at 4% or $149,826 at 6%; with 50% employer match about $149,826 at 4% or $99,884 at 6%; with 100% employer match about $112,369 at 4% or $74,913 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-9$1,820,111$80,906$8,990iApproximate average salary by contribution assumption: employee only about $224,739 at 4% or $149,826 at 6%; with 50% employer match about $149,826 at 4% or $99,884 at 6%; with 100% employer match about $112,369 at 4% or $74,913 at 6%.
2015111$1,602,392$77,616$7,056iApproximate average salary by contribution assumption: employee only about $176,400 at 4% or $117,600 at 6%; with 50% employer match about $117,600 at 4% or $78,400 at 6%; with 100% employer match about $88,200 at 4% or $58,800 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-11$1,602,392$77,616$7,056iApproximate average salary by contribution assumption: employee only about $176,400 at 4% or $117,600 at 6%; with 50% employer match about $117,600 at 4% or $78,400 at 6%; with 100% employer match about $88,200 at 4% or $58,800 at 6%.
2014110$1,557,632$93,826$9,383iApproximate average salary by contribution assumption: employee only about $234,565 at 4% or $156,377 at 6%; with 50% employer match about $156,377 at 4% or $104,251 at 6%; with 100% employer match about $117,283 at 4% or $78,188 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-10$1,557,632$93,826$9,383iApproximate average salary by contribution assumption: employee only about $234,565 at 4% or $156,377 at 6%; with 50% employer match about $156,377 at 4% or $104,251 at 6%; with 100% employer match about $117,283 at 4% or $78,188 at 6%.
2013112$1,369,491$76,292$6,358iApproximate average salary by contribution assumption: employee only about $158,942 at 4% or $105,961 at 6%; with 50% employer match about $105,961 at 4% or $70,641 at 6%; with 100% employer match about $79,471 at 4% or $52,981 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-12$1,369,491$76,292$6,358iApproximate average salary by contribution assumption: employee only about $158,942 at 4% or $105,961 at 6%; with 50% employer match about $105,961 at 4% or $70,641 at 6%; with 100% employer match about $79,471 at 4% or $52,981 at 6%.
2012113$1,148,071$85,205$6,554iApproximate average salary by contribution assumption: employee only about $163,856 at 4% or $109,237 at 6%; with 50% employer match about $109,237 at 4% or $72,825 at 6%; with 100% employer match about $81,928 at 4% or $54,619 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-13$1,148,071$85,205$6,554iApproximate average salary by contribution assumption: employee only about $163,856 at 4% or $109,237 at 6%; with 50% employer match about $109,237 at 4% or $72,825 at 6%; with 100% employer match about $81,928 at 4% or $54,619 at 6%.
2011113$1,010,595$95,991$7,384iApproximate average salary by contribution assumption: employee only about $184,598 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-13$1,010,595$95,991$7,384iApproximate average salary by contribution assumption: employee only about $184,598 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%.
2010115$902,810$102,287$6,819iApproximate average salary by contribution assumption: employee only about $170,478 at 4% or $113,652 at 6%; with 50% employer match about $113,652 at 4% or $75,768 at 6%; with 100% employer match about $85,239 at 4% or $56,826 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-15$902,810$102,287$6,819iApproximate average salary by contribution assumption: employee only about $170,478 at 4% or $113,652 at 6%; with 50% employer match about $113,652 at 4% or $75,768 at 6%; with 100% employer match about $85,239 at 4% or $56,826 at 6%.
2009114$719,552$89,446$6,389iApproximate average salary by contribution assumption: employee only about $159,725 at 4% or $106,483 at 6%; with 50% employer match about $106,483 at 4% or $70,989 at 6%; with 100% employer match about $79,863 at 4% or $53,242 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-14$719,552$89,446$6,389iApproximate average salary by contribution assumption: employee only about $159,725 at 4% or $106,483 at 6%; with 50% employer match about $106,483 at 4% or $70,989 at 6%; with 100% employer match about $79,863 at 4% or $53,242 at 6%.
200815$576,283$73,319$14,664iApproximate average salary by contribution assumption: employee only about $366,595 at 4% or $244,397 at 6%; with 50% employer match about $244,397 at 4% or $162,931 at 6%; with 100% employer match about $183,298 at 4% or $122,198 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-5$576,283$73,319$14,664iApproximate average salary by contribution assumption: employee only about $366,595 at 4% or $244,397 at 6%; with 50% employer match about $244,397 at 4% or $162,931 at 6%; with 100% employer match about $183,298 at 4% or $122,198 at 6%.
200715$793,868$60,803$12,161iApproximate average salary by contribution assumption: employee only about $304,015 at 4% or $202,677 at 6%; with 50% employer match about $202,677 at 4% or $135,118 at 6%; with 100% employer match about $152,008 at 4% or $101,338 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-5$793,868$60,803$12,161iApproximate average salary by contribution assumption: employee only about $304,015 at 4% or $202,677 at 6%; with 50% employer match about $202,677 at 4% or $135,118 at 6%; with 100% employer match about $152,008 at 4% or $101,338 at 6%.
200616$674,989$71,192$11,865iApproximate average salary by contribution assumption: employee only about $296,633 at 4% or $197,756 at 6%; with 50% employer match about $197,756 at 4% or $131,837 at 6%; with 100% employer match about $148,317 at 4% or $98,878 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-6$674,989$71,192$11,865iApproximate average salary by contribution assumption: employee only about $296,633 at 4% or $197,756 at 6%; with 50% employer match about $197,756 at 4% or $131,837 at 6%; with 100% employer match about $148,317 at 4% or $98,878 at 6%.
200514$552,702$63,340$15,835iApproximate average salary by contribution assumption: employee only about $395,875 at 4% or $263,917 at 6%; with 50% employer match about $263,917 at 4% or $175,944 at 6%; with 100% employer match about $197,938 at 4% or $131,958 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-4$552,702$63,340$15,835iApproximate average salary by contribution assumption: employee only about $395,875 at 4% or $263,917 at 6%; with 50% employer match about $263,917 at 4% or $175,944 at 6%; with 100% employer match about $197,938 at 4% or $131,958 at 6%.
200415$498,920$84,796$16,959iApproximate average salary by contribution assumption: employee only about $423,980 at 4% or $282,653 at 6%; with 50% employer match about $282,653 at 4% or $188,436 at 6%; with 100% employer match about $211,990 at 4% or $141,327 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-5$498,920$84,796$16,959iApproximate average salary by contribution assumption: employee only about $423,980 at 4% or $282,653 at 6%; with 50% employer match about $282,653 at 4% or $188,436 at 6%; with 100% employer match about $211,990 at 4% or $141,327 at 6%.
200314$386,575$56,594$14,149iApproximate average salary by contribution assumption: employee only about $353,713 at 4% or $235,808 at 6%; with 50% employer match about $235,808 at 4% or $157,206 at 6%; with 100% employer match about $176,856 at 4% or $117,904 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-4$386,575$56,594$14,149iApproximate average salary by contribution assumption: employee only about $353,713 at 4% or $235,808 at 6%; with 50% employer match about $235,808 at 4% or $157,206 at 6%; with 100% employer match about $176,856 at 4% or $117,904 at 6%.
200213$317,703$43,043$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-3$317,703$43,043$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
200114$0$0-
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-4---
200013$273,850$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Joshua a. Halpern, M.D., P.A. Profit Sharing Plan-3$273,850$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.