Modica & Associates Inc
Plan context: Modica & Associates Inc Profit Sharing Plan and Trust
EIN 59-3548402 • Clermont, FL • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,220,077
2024 Contributions
$123,813
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $2,220,077 | $123,813 | $8,254iApproximate average salary by contribution assumption: employee only about $206,355 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,713 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 15 | $2,220,077 | $123,813 | $8,254iApproximate average salary by contribution assumption: employee only about $206,355 at 4% or $137,570 at 6%; with 50% employer match about $137,570 at 4% or $91,713 at 6%; with 100% employer match about $103,178 at 4% or $68,785 at 6%. |
| 2011 | 1 | 13 | $656,665 | $4,856 | $374iApproximate average salary by contribution assumption: employee only about $9,338 at 4% or $6,226 at 6%; with 50% employer match about $6,226 at 4% or $4,150 at 6%; with 100% employer match about $4,669 at 4% or $3,113 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 13 | $656,665 | $4,856 | $374iApproximate average salary by contribution assumption: employee only about $9,338 at 4% or $6,226 at 6%; with 50% employer match about $6,226 at 4% or $4,150 at 6%; with 100% employer match about $4,669 at 4% or $3,113 at 6%. |
| 2010 | 1 | 13 | $700,069 | $22,143 | $1,703iApproximate average salary by contribution assumption: employee only about $42,583 at 4% or $28,388 at 6%; with 50% employer match about $28,388 at 4% or $18,926 at 6%; with 100% employer match about $21,291 at 4% or $14,194 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 13 | $700,069 | $22,143 | $1,703iApproximate average salary by contribution assumption: employee only about $42,583 at 4% or $28,388 at 6%; with 50% employer match about $28,388 at 4% or $18,926 at 6%; with 100% employer match about $21,291 at 4% or $14,194 at 6%. |
| 2009 | 2 | 14 | $706,388 | $19,429 | $1,388iApproximate average salary by contribution assumption: employee only about $34,695 at 4% or $23,130 at 6%; with 50% employer match about $23,130 at 4% or $15,420 at 6%; with 100% employer match about $17,347 at 4% or $11,565 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 14 | $706,388 | $19,429 | $1,388iApproximate average salary by contribution assumption: employee only about $34,695 at 4% or $23,130 at 6%; with 50% employer match about $23,130 at 4% or $15,420 at 6%; with 100% employer match about $17,347 at 4% or $11,565 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2008 | 1 | 8 | $696,162 | $42,384 | $5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 8 | $696,162 | $42,384 | $5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2006 | 2 | 9 | $245,558 | $31,505 | $3,501iApproximate average salary by contribution assumption: employee only about $87,514 at 4% or $58,343 at 6%; with 50% employer match about $58,343 at 4% or $38,895 at 6%; with 100% employer match about $43,757 at 4% or $29,171 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 0 | $245,558 | $31,505 | - |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2005 | 2 | 9 | $488,003 | $89,650 | $9,961iApproximate average salary by contribution assumption: employee only about $249,028 at 4% or $166,019 at 6%; with 50% employer match about $166,019 at 4% or $110,679 at 6%; with 100% employer match about $124,514 at 4% or $83,009 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 9 | $262,532 | $36,219 | $4,024iApproximate average salary by contribution assumption: employee only about $100,608 at 4% or $67,072 at 6%; with 50% employer match about $67,072 at 4% or $44,715 at 6%; with 100% employer match about $50,304 at 4% or $33,536 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 9 | $225,471 | $53,431 | $5,937iApproximate average salary by contribution assumption: employee only about $148,419 at 4% or $98,946 at 6%; with 50% employer match about $98,946 at 4% or $65,964 at 6%; with 100% employer match about $74,210 at 4% or $49,473 at 6%. |
| 2004 | 2 | 6 | $391,722 | $63,296 | $10,549iApproximate average salary by contribution assumption: employee only about $263,733 at 4% or $175,822 at 6%; with 50% employer match about $175,822 at 4% or $117,215 at 6%; with 100% employer match about $131,867 at 4% or $87,911 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 6 | $218,979 | $27,492 | $4,582iApproximate average salary by contribution assumption: employee only about $114,550 at 4% or $76,367 at 6%; with 50% employer match about $76,367 at 4% or $50,911 at 6%; with 100% employer match about $57,275 at 4% or $38,183 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 6 | $172,743 | $35,804 | $5,967iApproximate average salary by contribution assumption: employee only about $149,183 at 4% or $99,456 at 6%; with 50% employer match about $99,456 at 4% or $66,304 at 6%; with 100% employer match about $74,592 at 4% or $49,728 at 6%. |
| 2003 | 2 | 4 | $392,628 | $52,125 | $13,031iApproximate average salary by contribution assumption: employee only about $325,781 at 4% or $217,188 at 6%; with 50% employer match about $217,188 at 4% or $144,792 at 6%; with 100% employer match about $162,891 at 4% or $108,594 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 4 | $218,561 | $26,288 | $6,572iApproximate average salary by contribution assumption: employee only about $164,300 at 4% or $109,533 at 6%; with 50% employer match about $109,533 at 4% or $73,022 at 6%; with 100% employer match about $82,150 at 4% or $54,767 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 4 | $174,067 | $25,837 | $6,459iApproximate average salary by contribution assumption: employee only about $161,481 at 4% or $107,654 at 6%; with 50% employer match about $107,654 at 4% or $71,769 at 6%; with 100% employer match about $80,741 at 4% or $53,827 at 6%. |
| 2002 | 2 | 9 | $333,320 | $92,705 | $10,301iApproximate average salary by contribution assumption: employee only about $257,514 at 4% or $171,676 at 6%; with 50% employer match about $171,676 at 4% or $114,451 at 6%; with 100% employer match about $128,757 at 4% or $85,838 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 9 | $187,789 | $53,711 | $5,968iApproximate average salary by contribution assumption: employee only about $149,197 at 4% or $99,465 at 6%; with 50% employer match about $99,465 at 4% or $66,310 at 6%; with 100% employer match about $74,599 at 4% or $49,732 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 9 | $145,531 | $38,994 | $4,333iApproximate average salary by contribution assumption: employee only about $108,317 at 4% or $72,211 at 6%; with 50% employer match about $72,211 at 4% or $48,141 at 6%; with 100% employer match about $54,158 at 4% or $36,106 at 6%. |
| 2001 | 2 | 8 | $0 | $0 | - |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 8 | - | - | - |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 7 | - | - | - |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 1999 | 2 | 8 | $323,378 | $59,903 | $7,488iApproximate average salary by contribution assumption: employee only about $187,197 at 4% or $124,798 at 6%; with 50% employer match about $124,798 at 4% or $83,199 at 6%; with 100% employer match about $93,598 at 4% or $62,399 at 6%. |
| Modica & Associates Inc Profit Sharing Plan and Trust | - | 8 | $172,662 | $31,375 | $3,922iApproximate average salary by contribution assumption: employee only about $98,047 at 4% or $65,365 at 6%; with 50% employer match about $65,365 at 4% or $43,576 at 6%; with 100% employer match about $49,023 at 4% or $32,682 at 6%. |
| Modica & Associates Inc. Money Purchase Plan & Trust | - | 8 | $150,716 | $28,528 | $3,566iApproximate average salary by contribution assumption: employee only about $89,150 at 4% or $59,433 at 6%; with 50% employer match about $59,433 at 4% or $39,622 at 6%; with 100% employer match about $44,575 at 4% or $29,717 at 6%. |