Civic Intelligence

Izzo & Alkire, M. D., P. A.

Plan context: IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN

EIN 59-3689604 • Sun City Center, FL • 22 filings • 5 plans

1901 Haverford Ave.#105Sun City Center, FL 33573
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$3,480,531

2019 Contributions

$29,336

Historical Graphs

Total Assets Over Time

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

$3,628,465$1,814,233$0200320112018YearValue
$3,480,531Latest year 2018

Participants Over Time

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

950200320112018YearValue
9Latest year 2018

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
201920$0$0-
Izzo & Alkire, M. D., P. a. Cash Balance Plan-0$0--
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-0$0--
201829$3,480,531$29,336$3,260iApproximate average salary by contribution assumption: employee only about $81,489 at 4% or $54,326 at 6%; with 50% employer match about $54,326 at 4% or $36,217 at 6%; with 100% employer match about $40,744 at 4% or $27,163 at 6%.
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-9$3,073,882$22,590$2,510iApproximate average salary by contribution assumption: employee only about $62,750 at 4% or $41,833 at 6%; with 50% employer match about $41,833 at 4% or $27,889 at 6%; with 100% employer match about $31,375 at 4% or $20,917 at 6%.
Izzo & Alkire, M. D., P. a. Cash Balance Plan-8$406,649$6,746$843iApproximate average salary by contribution assumption: employee only about $21,081 at 4% or $14,054 at 6%; with 50% employer match about $14,054 at 4% or $9,369 at 6%; with 100% employer match about $10,541 at 4% or $7,027 at 6%.
201729$3,628,465$252,467$28,052iApproximate average salary by contribution assumption: employee only about $701,297 at 4% or $467,531 at 6%; with 50% employer match about $467,531 at 4% or $311,688 at 6%; with 100% employer match about $350,649 at 4% or $233,766 at 6%.
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-9$3,208,811$102,554$11,395iApproximate average salary by contribution assumption: employee only about $284,872 at 4% or $189,915 at 6%; with 50% employer match about $189,915 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%.
Izzo & Alkire, M. D., P. a. Cash Balance Plan-8$419,654$149,913$18,739iApproximate average salary by contribution assumption: employee only about $468,478 at 4% or $312,319 at 6%; with 50% employer match about $312,319 at 4% or $208,213 at 6%; with 100% employer match about $234,239 at 4% or $156,159 at 6%.
201628$3,026,043$215,161$26,895iApproximate average salary by contribution assumption: employee only about $672,378 at 4% or $448,252 at 6%; with 50% employer match about $448,252 at 4% or $298,835 at 6%; with 100% employer match about $336,189 at 4% or $224,126 at 6%.
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-8$2,776,548$116,594$14,574iApproximate average salary by contribution assumption: employee only about $364,356 at 4% or $242,904 at 6%; with 50% employer match about $242,904 at 4% or $161,936 at 6%; with 100% employer match about $182,178 at 4% or $121,452 at 6%.
Izzo & Alkire, M. D., P. a. Cash Balance Plan-7$249,495$98,567$14,081iApproximate average salary by contribution assumption: employee only about $352,025 at 4% or $234,683 at 6%; with 50% employer match about $234,683 at 4% or $156,456 at 6%; with 100% employer match about $176,013 at 4% or $117,342 at 6%.
201528$2,658,968$280,122$35,015iApproximate average salary by contribution assumption: employee only about $875,381 at 4% or $583,588 at 6%; with 50% employer match about $583,588 at 4% or $389,058 at 6%; with 100% employer match about $437,691 at 4% or $291,794 at 6%.
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-8$2,509,619$130,773$16,347iApproximate average salary by contribution assumption: employee only about $408,666 at 4% or $272,444 at 6%; with 50% employer match about $272,444 at 4% or $181,629 at 6%; with 100% employer match about $204,333 at 4% or $136,222 at 6%.
Izzo & Alkire, M. D., P. a. Cash Balance Plan-7$149,349$149,349$21,336iApproximate average salary by contribution assumption: employee only about $533,389 at 4% or $355,593 at 6%; with 50% employer match about $355,593 at 4% or $237,062 at 6%; with 100% employer match about $266,695 at 4% or $177,796 at 6%.
201417$2,376,005$140,206$20,029iApproximate average salary by contribution assumption: employee only about $500,736 at 4% or $333,824 at 6%; with 50% employer match about $333,824 at 4% or $222,549 at 6%; with 100% employer match about $250,368 at 4% or $166,912 at 6%.
IZZO & ALKIRE, M. D. , P. A. 401(K) PLAN-7$2,376,005$140,206$20,029iApproximate average salary by contribution assumption: employee only about $500,736 at 4% or $333,824 at 6%; with 50% employer match about $333,824 at 4% or $222,549 at 6%; with 100% employer match about $250,368 at 4% or $166,912 at 6%.
201318$2,096,559$137,152$17,144iApproximate average salary by contribution assumption: employee only about $428,600 at 4% or $285,733 at 6%; with 50% employer match about $285,733 at 4% or $190,489 at 6%; with 100% employer match about $214,300 at 4% or $142,867 at 6%.
IZZO & ALKIRE, M.D., P.A. 401(K) PLAN-8$2,096,559$137,152$17,144iApproximate average salary by contribution assumption: employee only about $428,600 at 4% or $285,733 at 6%; with 50% employer match about $285,733 at 4% or $190,489 at 6%; with 100% employer match about $214,300 at 4% or $142,867 at 6%.
201217$1,644,262$134,106$19,158iApproximate average salary by contribution assumption: employee only about $478,950 at 4% or $319,300 at 6%; with 50% employer match about $319,300 at 4% or $212,867 at 6%; with 100% employer match about $239,475 at 4% or $159,650 at 6%.
IZZO & ALKIRE, M.D., P.A. 401(K) PLAN-7$1,644,262$134,106$19,158iApproximate average salary by contribution assumption: employee only about $478,950 at 4% or $319,300 at 6%; with 50% employer match about $319,300 at 4% or $212,867 at 6%; with 100% employer match about $239,475 at 4% or $159,650 at 6%.
201117$1,328,097$132,034$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
IZZO & ALKIRE, M.D., P.A. 401(K) PLAN-7$1,328,097$132,034$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
201016$1,197,312$129,188$21,531iApproximate average salary by contribution assumption: employee only about $538,283 at 4% or $358,856 at 6%; with 50% employer match about $358,856 at 4% or $239,237 at 6%; with 100% employer match about $269,142 at 4% or $179,428 at 6%.
IZZO & ALKIRE, M.D., P.A. 401(K) PLAN-6$1,197,312$129,188$21,531iApproximate average salary by contribution assumption: employee only about $538,283 at 4% or $358,856 at 6%; with 50% employer match about $358,856 at 4% or $239,237 at 6%; with 100% employer match about $269,142 at 4% or $179,428 at 6%.
200916$955,964$136,145$22,691iApproximate average salary by contribution assumption: employee only about $567,271 at 4% or $378,181 at 6%; with 50% employer match about $378,181 at 4% or $252,120 at 6%; with 100% employer match about $283,635 at 4% or $189,090 at 6%.
IZZO & ALKIRE, M.D., P.A. 401(K) PLAN-6$955,964$136,145$22,691iApproximate average salary by contribution assumption: employee only about $567,271 at 4% or $378,181 at 6%; with 50% employer match about $378,181 at 4% or $252,120 at 6%; with 100% employer match about $283,635 at 4% or $189,090 at 6%.
200815$564,616$127,274$25,455iApproximate average salary by contribution assumption: employee only about $636,370 at 4% or $424,247 at 6%; with 50% employer match about $424,247 at 4% or $282,831 at 6%; with 100% employer match about $318,185 at 4% or $212,123 at 6%.
IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$564,616$127,274$25,455iApproximate average salary by contribution assumption: employee only about $636,370 at 4% or $424,247 at 6%; with 50% employer match about $424,247 at 4% or $282,831 at 6%; with 100% employer match about $318,185 at 4% or $212,123 at 6%.
200715$663,423$123,655$24,731iApproximate average salary by contribution assumption: employee only about $618,275 at 4% or $412,183 at 6%; with 50% employer match about $412,183 at 4% or $274,789 at 6%; with 100% employer match about $309,138 at 4% or $206,092 at 6%.
IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$663,423$123,655$24,731iApproximate average salary by contribution assumption: employee only about $618,275 at 4% or $412,183 at 6%; with 50% employer match about $412,183 at 4% or $274,789 at 6%; with 100% employer match about $309,138 at 4% or $206,092 at 6%.
200615$554,263$127,054$25,411iApproximate average salary by contribution assumption: employee only about $635,270 at 4% or $423,513 at 6%; with 50% employer match about $423,513 at 4% or $282,342 at 6%; with 100% employer match about $317,635 at 4% or $211,757 at 6%.
BROCK, IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$554,263$127,054$25,411iApproximate average salary by contribution assumption: employee only about $635,270 at 4% or $423,513 at 6%; with 50% employer match about $423,513 at 4% or $282,342 at 6%; with 100% employer match about $317,635 at 4% or $211,757 at 6%.
200515$371,456$109,977$21,995iApproximate average salary by contribution assumption: employee only about $549,885 at 4% or $366,590 at 6%; with 50% employer match about $366,590 at 4% or $244,393 at 6%; with 100% employer match about $274,943 at 4% or $183,295 at 6%.
BROCK, IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$371,456$109,977$21,995iApproximate average salary by contribution assumption: employee only about $549,885 at 4% or $366,590 at 6%; with 50% employer match about $366,590 at 4% or $244,393 at 6%; with 100% employer match about $274,943 at 4% or $183,295 at 6%.
200415$240,562$128,014$25,603iApproximate average salary by contribution assumption: employee only about $640,070 at 4% or $426,713 at 6%; with 50% employer match about $426,713 at 4% or $284,476 at 6%; with 100% employer match about $320,035 at 4% or $213,357 at 6%.
BROCK, IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$240,562$128,014$25,603iApproximate average salary by contribution assumption: employee only about $640,070 at 4% or $426,713 at 6%; with 50% employer match about $426,713 at 4% or $284,476 at 6%; with 100% employer match about $320,035 at 4% or $213,357 at 6%.
200315$99,460$96,794$19,359iApproximate average salary by contribution assumption: employee only about $483,970 at 4% or $322,647 at 6%; with 50% employer match about $322,647 at 4% or $215,098 at 6%; with 100% employer match about $241,985 at 4% or $161,323 at 6%.
BROCK, IZZO & ALKIRE, M.D., P.A. 401K PLAN-5$99,460$96,794$19,359iApproximate average salary by contribution assumption: employee only about $483,970 at 4% or $322,647 at 6%; with 50% employer match about $322,647 at 4% or $215,098 at 6%; with 100% employer match about $241,985 at 4% or $161,323 at 6%.