Civic Intelligence

Suncoast Equity Management

Plan context: Suncoast Equity Management 401K Profit Sharing Plan and Trust

EIN 59-3464224 • Tampa, FL • 6 filings • 2 plans

5550 W. Executive Management, Inc.Suite 320Tampa, FL 33609
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$75,234

2014 Contributions

$73,416

Historical Graphs

Total Assets Over Time

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

$328,918$164,459$0200420072014YearValue
$75,234Latest year 2014

Participants Over Time

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

420200420072014YearValue
4Latest year 2014

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
201414$75,234$73,416$18,354iApproximate average salary by contribution assumption: employee only about $458,850 at 4% or $305,900 at 6%; with 50% employer match about $305,900 at 4% or $203,933 at 6%; with 100% employer match about $229,425 at 4% or $152,950 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$75,234$73,416$18,354iApproximate average salary by contribution assumption: employee only about $458,850 at 4% or $305,900 at 6%; with 50% employer match about $305,900 at 4% or $203,933 at 6%; with 100% employer match about $229,425 at 4% or $152,950 at 6%.
200814$249,629$23,650$5,913iApproximate average salary by contribution assumption: employee only about $147,813 at 4% or $98,542 at 6%; with 50% employer match about $98,542 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$249,629$23,650$5,913iApproximate average salary by contribution assumption: employee only about $147,813 at 4% or $98,542 at 6%; with 50% employer match about $98,542 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
200714$328,918$82,182$20,546iApproximate average salary by contribution assumption: employee only about $513,638 at 4% or $342,425 at 6%; with 50% employer match about $342,425 at 4% or $228,283 at 6%; with 100% employer match about $256,819 at 4% or $171,213 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$328,918$82,182$20,546iApproximate average salary by contribution assumption: employee only about $513,638 at 4% or $342,425 at 6%; with 50% employer match about $342,425 at 4% or $228,283 at 6%; with 100% employer match about $256,819 at 4% or $171,213 at 6%.
200614$223,614$52,784$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$223,614$52,784$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
200514$129,981$74,285$18,571iApproximate average salary by contribution assumption: employee only about $464,281 at 4% or $309,521 at 6%; with 50% employer match about $309,521 at 4% or $206,347 at 6%; with 100% employer match about $232,141 at 4% or $154,760 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$129,981$74,285$18,571iApproximate average salary by contribution assumption: employee only about $464,281 at 4% or $309,521 at 6%; with 50% employer match about $309,521 at 4% or $206,347 at 6%; with 100% employer match about $232,141 at 4% or $154,760 at 6%.
200414$54,434$54,434$13,609iApproximate average salary by contribution assumption: employee only about $340,213 at 4% or $226,808 at 6%; with 50% employer match about $226,808 at 4% or $151,206 at 6%; with 100% employer match about $170,106 at 4% or $113,404 at 6%.
Suncoast Equity Management 401K Profit Sharing Plan and Trust-4$54,434$54,434$13,609iApproximate average salary by contribution assumption: employee only about $340,213 at 4% or $226,808 at 6%; with 50% employer match about $226,808 at 4% or $151,206 at 6%; with 100% employer match about $170,106 at 4% or $113,404 at 6%.