Charlie Tucker, P.A.
Plan context: Charlie Tucker, P.A. 401(K) Plan
EIN 59-3235819 • Ocala, FL • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$643,048
2025 Contributions
$34,213
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $643,048 | $34,213 | $4,888iApproximate average salary by contribution assumption: employee only about $122,189 at 4% or $81,460 at 6%; with 50% employer match about $81,460 at 4% or $54,306 at 6%; with 100% employer match about $61,095 at 4% or $40,730 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 7 | $643,048 | $34,213 | $4,888iApproximate average salary by contribution assumption: employee only about $122,189 at 4% or $81,460 at 6%; with 50% employer match about $81,460 at 4% or $54,306 at 6%; with 100% employer match about $61,095 at 4% or $40,730 at 6%. |
| 2024 | 1 | 9 | $1,279,365 | $95,767 | $10,641iApproximate average salary by contribution assumption: employee only about $266,019 at 4% or $177,346 at 6%; with 50% employer match about $177,346 at 4% or $118,231 at 6%; with 100% employer match about $133,010 at 4% or $88,673 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 9 | $1,279,365 | $95,767 | $10,641iApproximate average salary by contribution assumption: employee only about $266,019 at 4% or $177,346 at 6%; with 50% employer match about $177,346 at 4% or $118,231 at 6%; with 100% employer match about $133,010 at 4% or $88,673 at 6%. |
| 2023 | 1 | 9 | $1,052,912 | $94,416 | $10,491iApproximate average salary by contribution assumption: employee only about $262,267 at 4% or $174,844 at 6%; with 50% employer match about $174,844 at 4% or $116,563 at 6%; with 100% employer match about $131,133 at 4% or $87,422 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 9 | $1,052,912 | $94,416 | $10,491iApproximate average salary by contribution assumption: employee only about $262,267 at 4% or $174,844 at 6%; with 50% employer match about $174,844 at 4% or $116,563 at 6%; with 100% employer match about $131,133 at 4% or $87,422 at 6%. |
| 2022 | 1 | 9 | $851,404 | $86,824 | $9,647iApproximate average salary by contribution assumption: employee only about $241,178 at 4% or $160,785 at 6%; with 50% employer match about $160,785 at 4% or $107,190 at 6%; with 100% employer match about $120,589 at 4% or $80,393 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 9 | $851,404 | $86,824 | $9,647iApproximate average salary by contribution assumption: employee only about $241,178 at 4% or $160,785 at 6%; with 50% employer match about $160,785 at 4% or $107,190 at 6%; with 100% employer match about $120,589 at 4% or $80,393 at 6%. |
| 2021 | 1 | 11 | $867,797 | $72,705 | $6,610iApproximate average salary by contribution assumption: employee only about $165,239 at 4% or $110,159 at 6%; with 50% employer match about $110,159 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,080 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 11 | $867,797 | $72,705 | $6,610iApproximate average salary by contribution assumption: employee only about $165,239 at 4% or $110,159 at 6%; with 50% employer match about $110,159 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,080 at 6%. |
| 2020 | 1 | 11 | $731,649 | $60,734 | $5,521iApproximate average salary by contribution assumption: employee only about $138,032 at 4% or $92,021 at 6%; with 50% employer match about $92,021 at 4% or $61,347 at 6%; with 100% employer match about $69,016 at 4% or $46,011 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 11 | $731,649 | $60,734 | $5,521iApproximate average salary by contribution assumption: employee only about $138,032 at 4% or $92,021 at 6%; with 50% employer match about $92,021 at 4% or $61,347 at 6%; with 100% employer match about $69,016 at 4% or $46,011 at 6%. |
| 2019 | 1 | 10 | $656,226 | $111,376 | $11,138iApproximate average salary by contribution assumption: employee only about $278,440 at 4% or $185,627 at 6%; with 50% employer match about $185,627 at 4% or $123,751 at 6%; with 100% employer match about $139,220 at 4% or $92,813 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 10 | $656,226 | $111,376 | $11,138iApproximate average salary by contribution assumption: employee only about $278,440 at 4% or $185,627 at 6%; with 50% employer match about $185,627 at 4% or $123,751 at 6%; with 100% employer match about $139,220 at 4% or $92,813 at 6%. |
| 2018 | 1 | 9 | $446,268 | $99,652 | $11,072iApproximate average salary by contribution assumption: employee only about $276,811 at 4% or $184,541 at 6%; with 50% employer match about $184,541 at 4% or $123,027 at 6%; with 100% employer match about $138,406 at 4% or $92,270 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 9 | $446,268 | $99,652 | $11,072iApproximate average salary by contribution assumption: employee only about $276,811 at 4% or $184,541 at 6%; with 50% employer match about $184,541 at 4% or $123,027 at 6%; with 100% employer match about $138,406 at 4% or $92,270 at 6%. |
| 2017 | 1 | 8 | $376,051 | $95,429 | $11,929iApproximate average salary by contribution assumption: employee only about $298,216 at 4% or $198,810 at 6%; with 50% employer match about $198,810 at 4% or $132,540 at 6%; with 100% employer match about $149,108 at 4% or $99,405 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 8 | $376,051 | $95,429 | $11,929iApproximate average salary by contribution assumption: employee only about $298,216 at 4% or $198,810 at 6%; with 50% employer match about $198,810 at 4% or $132,540 at 6%; with 100% employer match about $149,108 at 4% or $99,405 at 6%. |
| 2016 | 1 | 7 | $237,491 | $113,730 | $16,247iApproximate average salary by contribution assumption: employee only about $406,179 at 4% or $270,786 at 6%; with 50% employer match about $270,786 at 4% or $180,524 at 6%; with 100% employer match about $203,089 at 4% or $135,393 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 7 | $237,491 | $113,730 | $16,247iApproximate average salary by contribution assumption: employee only about $406,179 at 4% or $270,786 at 6%; with 50% employer match about $270,786 at 4% or $180,524 at 6%; with 100% employer match about $203,089 at 4% or $135,393 at 6%. |
| 2015 | 1 | 7 | $111,816 | $112,054 | $16,008iApproximate average salary by contribution assumption: employee only about $400,193 at 4% or $266,795 at 6%; with 50% employer match about $266,795 at 4% or $177,863 at 6%; with 100% employer match about $200,096 at 4% or $133,398 at 6%. |
| Charlie Tucker, P.A. 401(K) Plan | - | 7 | $111,816 | $112,054 | $16,008iApproximate average salary by contribution assumption: employee only about $400,193 at 4% or $266,795 at 6%; with 50% employer match about $266,795 at 4% or $177,863 at 6%; with 100% employer match about $200,096 at 4% or $133,398 at 6%. |