Concepcion & Associates, P.A.
Plan context: Concepcion & Associates, P.A. Profit Sharing Plan
EIN 65-0045699 • Coral Gables, FL • 11 filings • 6 plans
Current Snapshot
Latest Year
2014
2014 Participants
17
2014 Assets
$1,164,729
2014 Contributions
$233,528
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 |
|---|---|---|---|---|---|
| 2014 | 2 | 17 | $1,164,729 | $233,528 | $13,737iApproximate average salary by contribution assumption: employee only about $343,424 at 4% or $228,949 at 6%; with 50% employer match about $228,949 at 4% or $152,633 at 6%; with 100% employer match about $171,712 at 4% or $114,475 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 17 | $1,164,729 | $155,248 | $9,132iApproximate average salary by contribution assumption: employee only about $228,306 at 4% or $152,204 at 6%; with 50% employer match about $152,204 at 4% or $101,469 at 6%; with 100% employer match about $114,153 at 4% or $76,102 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 0 | $0 | $78,280 | - |
| 2013 | 1 | 18 | $1,020,531 | $153,825 | $8,546iApproximate average salary by contribution assumption: employee only about $213,646 at 4% or $142,431 at 6%; with 50% employer match about $142,431 at 4% or $94,954 at 6%; with 100% employer match about $106,823 at 4% or $71,215 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 18 | $1,020,531 | $153,825 | $8,546iApproximate average salary by contribution assumption: employee only about $213,646 at 4% or $142,431 at 6%; with 50% employer match about $142,431 at 4% or $94,954 at 6%; with 100% employer match about $106,823 at 4% or $71,215 at 6%. |
| 2012 | 1 | 25 | $795,111 | $232,765 | $9,311iApproximate average salary by contribution assumption: employee only about $232,765 at 4% or $155,177 at 6%; with 50% employer match about $155,177 at 4% or $103,451 at 6%; with 100% employer match about $116,383 at 4% or $77,588 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 25 | $795,111 | $232,765 | $9,311iApproximate average salary by contribution assumption: employee only about $232,765 at 4% or $155,177 at 6%; with 50% employer match about $155,177 at 4% or $103,451 at 6%; with 100% employer match about $116,383 at 4% or $77,588 at 6%. |
| 2011 | 1 | 19 | $525,139 | $116,210 | $6,116iApproximate average salary by contribution assumption: employee only about $152,908 at 4% or $101,939 at 6%; with 50% employer match about $101,939 at 4% or $67,959 at 6%; with 100% employer match about $76,454 at 4% or $50,969 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 19 | $525,139 | $116,210 | $6,116iApproximate average salary by contribution assumption: employee only about $152,908 at 4% or $101,939 at 6%; with 50% employer match about $101,939 at 4% or $67,959 at 6%; with 100% employer match about $76,454 at 4% or $50,969 at 6%. |
| 2010 | 1 | 14 | $384,090 | $88,348 | $6,311iApproximate average salary by contribution assumption: employee only about $157,764 at 4% or $105,176 at 6%; with 50% employer match about $105,176 at 4% or $70,117 at 6%; with 100% employer match about $78,882 at 4% or $52,588 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 14 | $384,090 | $88,348 | $6,311iApproximate average salary by contribution assumption: employee only about $157,764 at 4% or $105,176 at 6%; with 50% employer match about $105,176 at 4% or $70,117 at 6%; with 100% employer match about $78,882 at 4% or $52,588 at 6%. |
| 2009 | 1 | 15 | $269,949 | $63,861 | $4,257iApproximate average salary by contribution assumption: employee only about $106,435 at 4% or $70,957 at 6%; with 50% employer match about $70,957 at 4% or $47,304 at 6%; with 100% employer match about $53,217 at 4% or $35,478 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 15 | $269,949 | $63,861 | $4,257iApproximate average salary by contribution assumption: employee only about $106,435 at 4% or $70,957 at 6%; with 50% employer match about $70,957 at 4% or $47,304 at 6%; with 100% employer match about $53,217 at 4% or $35,478 at 6%. |
| 2008 | 1 | 4 | $170,354 | $46,379 | $11,595iApproximate average salary by contribution assumption: employee only about $289,869 at 4% or $193,246 at 6%; with 50% employer match about $193,246 at 4% or $128,831 at 6%; with 100% employer match about $144,934 at 4% or $96,623 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 4 | $170,354 | $46,379 | $11,595iApproximate average salary by contribution assumption: employee only about $289,869 at 4% or $193,246 at 6%; with 50% employer match about $193,246 at 4% or $128,831 at 6%; with 100% employer match about $144,934 at 4% or $96,623 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $123,442 | $44,732 | $7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,256 at 6%; with 50% employer match about $124,256 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 6 | $123,442 | $44,732 | $7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,256 at 6%; with 50% employer match about $124,256 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%. |
| 2005 | 1 | 5 | $75,305 | $73,739 | $14,748iApproximate average salary by contribution assumption: employee only about $368,695 at 4% or $245,797 at 6%; with 50% employer match about $245,797 at 4% or $163,864 at 6%; with 100% employer match about $184,348 at 4% or $122,898 at 6%. |
| Concepcion & Associates, P.A. Profit Sharing Plan | - | 5 | $75,305 | $73,739 | $14,748iApproximate average salary by contribution assumption: employee only about $368,695 at 4% or $245,797 at 6%; with 50% employer match about $245,797 at 4% or $163,864 at 6%; with 100% employer match about $184,348 at 4% or $122,898 at 6%. |