Civic Intelligence

M. I. Sharfman, MD, Pa

Plan context: M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust

EIN 59-3166891 • Longwood, FL • 36 filings • 5 plans

2137 West State Road 434Longwood, FL 32779-4983
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,596,902

2024 Contributions

$97,917

Historical Graphs

Total Assets Over Time

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

$4,596,902$2,298,451$0200020142024YearValue
$4,596,902Latest year 2024

Participants Over Time

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

1160200020122024YearValue
9Latest 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
202429$4,596,902$97,917$10,880iApproximate average salary by contribution assumption: employee only about $271,992 at 4% or $181,328 at 6%; with 50% employer match about $181,328 at 4% or $120,885 at 6%; with 100% employer match about $135,996 at 4% or $90,664 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$2,880,721$73,917$8,213iApproximate average salary by contribution assumption: employee only about $205,325 at 4% or $136,883 at 6%; with 50% employer match about $136,883 at 4% or $91,256 at 6%; with 100% employer match about $102,663 at 4% or $68,442 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-9$1,716,181$24,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
202328$4,000,880$170,551$21,319iApproximate average salary by contribution assumption: employee only about $532,972 at 4% or $355,315 at 6%; with 50% employer match about $355,315 at 4% or $236,876 at 6%; with 100% employer match about $266,486 at 4% or $177,657 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-8$2,434,089$70,551$8,819iApproximate average salary by contribution assumption: employee only about $220,472 at 4% or $146,981 at 6%; with 50% employer match about $146,981 at 4% or $97,988 at 6%; with 100% employer match about $110,236 at 4% or $73,491 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-8$1,566,791$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202229$3,313,664$320,352$35,595iApproximate average salary by contribution assumption: employee only about $889,867 at 4% or $593,244 at 6%; with 50% employer match about $593,244 at 4% or $395,496 at 6%; with 100% employer match about $444,933 at 4% or $296,622 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$2,059,187$64,878$7,209iApproximate average salary by contribution assumption: employee only about $180,217 at 4% or $120,144 at 6%; with 50% employer match about $120,144 at 4% or $80,096 at 6%; with 100% employer match about $90,108 at 4% or $60,072 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-8$1,254,477$255,474$31,934iApproximate average salary by contribution assumption: employee only about $798,356 at 4% or $532,238 at 6%; with 50% employer match about $532,238 at 4% or $354,825 at 6%; with 100% employer match about $399,178 at 4% or $266,119 at 6%.
202127$3,568,250$195,899$27,986iApproximate average salary by contribution assumption: employee only about $699,639 at 4% or $466,426 at 6%; with 50% employer match about $466,426 at 4% or $310,951 at 6%; with 100% employer match about $349,820 at 4% or $233,213 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$2,380,182$85,345$12,192iApproximate average salary by contribution assumption: employee only about $304,804 at 4% or $203,202 at 6%; with 50% employer match about $203,202 at 4% or $135,468 at 6%; with 100% employer match about $152,402 at 4% or $101,601 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-7$1,188,068$110,554$15,793iApproximate average salary by contribution assumption: employee only about $394,836 at 4% or $263,224 at 6%; with 50% employer match about $263,224 at 4% or $175,483 at 6%; with 100% employer match about $197,418 at 4% or $131,612 at 6%.
202029$3,047,204$204,076$22,675iApproximate average salary by contribution assumption: employee only about $566,878 at 4% or $377,919 at 6%; with 50% employer match about $377,919 at 4% or $251,946 at 6%; with 100% employer match about $283,439 at 4% or $188,959 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$2,090,764$78,046$8,672iApproximate average salary by contribution assumption: employee only about $216,794 at 4% or $144,530 at 6%; with 50% employer match about $144,530 at 4% or $96,353 at 6%; with 100% employer match about $108,397 at 4% or $72,265 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-8$956,440$126,030$15,754iApproximate average salary by contribution assumption: employee only about $393,844 at 4% or $262,563 at 6%; with 50% employer match about $262,563 at 4% or $175,042 at 6%; with 100% employer match about $196,922 at 4% or $131,281 at 6%.
2019211$2,679,474$206,897$18,809iApproximate average salary by contribution assumption: employee only about $470,220 at 4% or $313,480 at 6%; with 50% employer match about $313,480 at 4% or $208,987 at 6%; with 100% employer match about $235,110 at 4% or $156,740 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$1,918,647$77,338$8,593iApproximate average salary by contribution assumption: employee only about $214,828 at 4% or $143,219 at 6%; with 50% employer match about $143,219 at 4% or $95,479 at 6%; with 100% employer match about $107,414 at 4% or $71,609 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-11$760,827$129,559$11,778iApproximate average salary by contribution assumption: employee only about $294,452 at 4% or $196,302 at 6%; with 50% employer match about $196,302 at 4% or $130,868 at 6%; with 100% employer match about $147,226 at 4% or $98,151 at 6%.
2018211$2,182,957$195,761$17,796iApproximate average salary by contribution assumption: employee only about $444,911 at 4% or $296,608 at 6%; with 50% employer match about $296,608 at 4% or $197,738 at 6%; with 100% employer match about $222,456 at 4% or $148,304 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$1,634,342$75,761$8,418iApproximate average salary by contribution assumption: employee only about $210,447 at 4% or $140,298 at 6%; with 50% employer match about $140,298 at 4% or $93,532 at 6%; with 100% employer match about $105,224 at 4% or $70,149 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-11$548,615$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
2017210$2,111,967$199,930$19,993iApproximate average salary by contribution assumption: employee only about $499,825 at 4% or $333,217 at 6%; with 50% employer match about $333,217 at 4% or $222,144 at 6%; with 100% employer match about $249,913 at 4% or $166,608 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-10$1,646,342$79,998$8,000iApproximate average salary by contribution assumption: employee only about $199,995 at 4% or $133,330 at 6%; with 50% employer match about $133,330 at 4% or $88,887 at 6%; with 100% employer match about $99,998 at 4% or $66,665 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-10$465,625$119,932$11,993iApproximate average salary by contribution assumption: employee only about $299,830 at 4% or $199,887 at 6%; with 50% employer match about $199,887 at 4% or $133,258 at 6%; with 100% employer match about $149,915 at 4% or $99,943 at 6%.
2016210$1,692,196$209,124$20,912iApproximate average salary by contribution assumption: employee only about $522,810 at 4% or $348,540 at 6%; with 50% employer match about $348,540 at 4% or $232,360 at 6%; with 100% employer match about $261,405 at 4% or $174,270 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-10$1,387,131$77,307$7,731iApproximate average salary by contribution assumption: employee only about $193,268 at 4% or $128,845 at 6%; with 50% employer match about $128,845 at 4% or $85,897 at 6%; with 100% employer match about $96,634 at 4% or $64,423 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-10$305,065$131,817$13,182iApproximate average salary by contribution assumption: employee only about $329,543 at 4% or $219,695 at 6%; with 50% employer match about $219,695 at 4% or $146,463 at 6%; with 100% employer match about $164,771 at 4% or $109,848 at 6%.
201529$1,475,170$187,808$20,868iApproximate average salary by contribution assumption: employee only about $521,689 at 4% or $347,793 at 6%; with 50% employer match about $347,793 at 4% or $231,862 at 6%; with 100% employer match about $260,844 at 4% or $173,896 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$1,304,007$76,045$8,449iApproximate average salary by contribution assumption: employee only about $211,236 at 4% or $140,824 at 6%; with 50% employer match about $140,824 at 4% or $93,883 at 6%; with 100% employer match about $105,618 at 4% or $70,412 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-9$171,163$111,763$12,418iApproximate average salary by contribution assumption: employee only about $310,453 at 4% or $206,969 at 6%; with 50% employer match about $206,969 at 4% or $137,979 at 6%; with 100% employer match about $155,226 at 4% or $103,484 at 6%.
201428$1,372,741$117,937$14,742iApproximate average salary by contribution assumption: employee only about $368,553 at 4% or $245,702 at 6%; with 50% employer match about $245,702 at 4% or $163,801 at 6%; with 100% employer match about $184,277 at 4% or $122,851 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-8$1,311,819$57,534$7,192iApproximate average salary by contribution assumption: employee only about $179,794 at 4% or $119,863 at 6%; with 50% employer match about $119,863 at 4% or $79,908 at 6%; with 100% employer match about $89,897 at 4% or $59,931 at 6%.
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN-6$60,922$60,403$10,067iApproximate average salary by contribution assumption: employee only about $251,679 at 4% or $167,786 at 6%; with 50% employer match about $167,786 at 4% or $111,857 at 6%; with 100% employer match about $125,840 at 4% or $83,893 at 6%.
201319$1,240,434$70,865$7,874iApproximate average salary by contribution assumption: employee only about $196,847 at 4% or $131,231 at 6%; with 50% employer match about $131,231 at 4% or $87,488 at 6%; with 100% employer match about $98,424 at 4% or $65,616 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-9$1,240,434$70,865$7,874iApproximate average salary by contribution assumption: employee only about $196,847 at 4% or $131,231 at 6%; with 50% employer match about $131,231 at 4% or $87,488 at 6%; with 100% employer match about $98,424 at 4% or $65,616 at 6%.
201218$1,173,109$63,818$7,977iApproximate average salary by contribution assumption: employee only about $199,431 at 4% or $132,954 at 6%; with 50% employer match about $132,954 at 4% or $88,636 at 6%; with 100% employer match about $99,716 at 4% or $66,477 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-8$1,173,109$63,818$7,977iApproximate average salary by contribution assumption: employee only about $199,431 at 4% or $132,954 at 6%; with 50% employer match about $132,954 at 4% or $88,636 at 6%; with 100% employer match about $99,716 at 4% or $66,477 at 6%.
201117$1,069,374$60,736$8,677iApproximate average salary by contribution assumption: employee only about $216,914 at 4% or $144,610 at 6%; with 50% employer match about $144,610 at 4% or $96,406 at 6%; with 100% employer match about $108,457 at 4% or $72,305 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$1,069,374$60,736$8,677iApproximate average salary by contribution assumption: employee only about $216,914 at 4% or $144,610 at 6%; with 50% employer match about $144,610 at 4% or $96,406 at 6%; with 100% employer match about $108,457 at 4% or $72,305 at 6%.
201017$1,053,848$54,566$7,795iApproximate average salary by contribution assumption: employee only about $194,879 at 4% or $129,919 at 6%; with 50% employer match about $129,919 at 4% or $86,613 at 6%; with 100% employer match about $97,439 at 4% or $64,960 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$1,053,848$54,566$7,795iApproximate average salary by contribution assumption: employee only about $194,879 at 4% or $129,919 at 6%; with 50% employer match about $129,919 at 4% or $86,613 at 6%; with 100% employer match about $97,439 at 4% or $64,960 at 6%.
200917$904,976$53,699$7,671iApproximate average salary by contribution assumption: employee only about $191,782 at 4% or $127,855 at 6%; with 50% employer match about $127,855 at 4% or $85,237 at 6%; with 100% employer match about $95,891 at 4% or $63,927 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$904,976$53,699$7,671iApproximate average salary by contribution assumption: employee only about $191,782 at 4% or $127,855 at 6%; with 50% employer match about $127,855 at 4% or $85,237 at 6%; with 100% employer match about $95,891 at 4% or $63,927 at 6%.
200816$691,618$50,044$8,341iApproximate average salary by contribution assumption: employee only about $208,517 at 4% or $139,011 at 6%; with 50% employer match about $139,011 at 4% or $92,674 at 6%; with 100% employer match about $104,258 at 4% or $69,506 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-6$691,618$50,044$8,341iApproximate average salary by contribution assumption: employee only about $208,517 at 4% or $139,011 at 6%; with 50% employer match about $139,011 at 4% or $92,674 at 6%; with 100% employer match about $104,258 at 4% or $69,506 at 6%.
200716$0$0-
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-6---
200618$918,404$68,865$8,608iApproximate average salary by contribution assumption: employee only about $215,203 at 4% or $143,469 at 6%; with 50% employer match about $143,469 at 4% or $95,646 at 6%; with 100% employer match about $107,602 at 4% or $71,734 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-8$918,404$68,865$8,608iApproximate average salary by contribution assumption: employee only about $215,203 at 4% or $143,469 at 6%; with 50% employer match about $143,469 at 4% or $95,646 at 6%; with 100% employer match about $107,602 at 4% or $71,734 at 6%.
200518$753,058$66,921$8,365iApproximate average salary by contribution assumption: employee only about $209,128 at 4% or $139,419 at 6%; with 50% employer match about $139,419 at 4% or $92,946 at 6%; with 100% employer match about $104,564 at 4% or $69,709 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-8$753,058$66,921$8,365iApproximate average salary by contribution assumption: employee only about $209,128 at 4% or $139,419 at 6%; with 50% employer match about $139,419 at 4% or $92,946 at 6%; with 100% employer match about $104,564 at 4% or $69,709 at 6%.
200416$679,006$58,145$9,691iApproximate average salary by contribution assumption: employee only about $242,271 at 4% or $161,514 at 6%; with 50% employer match about $161,514 at 4% or $107,676 at 6%; with 100% employer match about $121,135 at 4% or $80,757 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-6$679,006$58,145$9,691iApproximate average salary by contribution assumption: employee only about $242,271 at 4% or $161,514 at 6%; with 50% employer match about $161,514 at 4% or $107,676 at 6%; with 100% employer match about $121,135 at 4% or $80,757 at 6%.
200316$0$0-
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-6---
200217$375,238$57,059$8,151iApproximate average salary by contribution assumption: employee only about $203,782 at 4% or $135,855 at 6%; with 50% employer match about $135,855 at 4% or $90,570 at 6%; with 100% employer match about $101,891 at 4% or $67,927 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$375,238$57,059$8,151iApproximate average salary by contribution assumption: employee only about $203,782 at 4% or $135,855 at 6%; with 50% employer match about $135,855 at 4% or $90,570 at 6%; with 100% employer match about $101,891 at 4% or $67,927 at 6%.
200117$0$0-
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7---
200017$487,984$47,062$6,723iApproximate average salary by contribution assumption: employee only about $168,079 at 4% or $112,052 at 6%; with 50% employer match about $112,052 at 4% or $74,702 at 6%; with 100% employer match about $84,039 at 4% or $56,026 at 6%.
M. I. Sharfman, MD, Pa 401(K) Profit Sharing Plan and Trust-7$487,984$47,062$6,723iApproximate average salary by contribution assumption: employee only about $168,079 at 4% or $112,052 at 6%; with 50% employer match about $112,052 at 4% or $74,702 at 6%; with 100% employer match about $84,039 at 4% or $56,026 at 6%.