Jose J. Aldrich, M.D., P.A.
Plan context: Jose J. Aldrich, M.D. 401K Plan
EIN 65-0243602 • Miami, FL • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$472,771
2024 Contributions
$34,570
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 | 5 | $472,771 | $34,570 | $6,914iApproximate average salary by contribution assumption: employee only about $172,850 at 4% or $115,233 at 6%; with 50% employer match about $115,233 at 4% or $76,822 at 6%; with 100% employer match about $86,425 at 4% or $57,617 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $472,771 | $34,570 | $6,914iApproximate average salary by contribution assumption: employee only about $172,850 at 4% or $115,233 at 6%; with 50% employer match about $115,233 at 4% or $76,822 at 6%; with 100% employer match about $86,425 at 4% or $57,617 at 6%. |
| 2023 | 1 | 5 | $395,033 | $38,676 | $7,735iApproximate average salary by contribution assumption: employee only about $193,380 at 4% or $128,920 at 6%; with 50% employer match about $128,920 at 4% or $85,947 at 6%; with 100% employer match about $96,690 at 4% or $64,460 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $395,033 | $38,676 | $7,735iApproximate average salary by contribution assumption: employee only about $193,380 at 4% or $128,920 at 6%; with 50% employer match about $128,920 at 4% or $85,947 at 6%; with 100% employer match about $96,690 at 4% or $64,460 at 6%. |
| 2022 | 1 | 5 | $366,804 | $46,446 | $9,289iApproximate average salary by contribution assumption: employee only about $232,230 at 4% or $154,820 at 6%; with 50% employer match about $154,820 at 4% or $103,213 at 6%; with 100% employer match about $116,115 at 4% or $77,410 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $366,804 | $46,446 | $9,289iApproximate average salary by contribution assumption: employee only about $232,230 at 4% or $154,820 at 6%; with 50% employer match about $154,820 at 4% or $103,213 at 6%; with 100% employer match about $116,115 at 4% or $77,410 at 6%. |
| 2021 | 1 | 5 | $399,403 | $51,589 | $10,318iApproximate average salary by contribution assumption: employee only about $257,945 at 4% or $171,963 at 6%; with 50% employer match about $171,963 at 4% or $114,642 at 6%; with 100% employer match about $128,972 at 4% or $85,982 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $399,403 | $51,589 | $10,318iApproximate average salary by contribution assumption: employee only about $257,945 at 4% or $171,963 at 6%; with 50% employer match about $171,963 at 4% or $114,642 at 6%; with 100% employer match about $128,972 at 4% or $85,982 at 6%. |
| 2020 | 1 | 5 | $669,665 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $669,665 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| 2019 | 1 | 5 | $551,626 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $551,626 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| 2018 | 1 | 5 | $435,375 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $435,375 | $48,878 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| 2017 | 1 | 5 | $413,639 | $49,309 | $9,862iApproximate average salary by contribution assumption: employee only about $246,545 at 4% or $164,363 at 6%; with 50% employer match about $164,363 at 4% or $109,576 at 6%; with 100% employer match about $123,272 at 4% or $82,182 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $413,639 | $49,309 | $9,862iApproximate average salary by contribution assumption: employee only about $246,545 at 4% or $164,363 at 6%; with 50% employer match about $164,363 at 4% or $109,576 at 6%; with 100% employer match about $123,272 at 4% or $82,182 at 6%. |
| 2016 | 1 | 5 | $326,997 | $48,458 | $9,692iApproximate average salary by contribution assumption: employee only about $242,290 at 4% or $161,527 at 6%; with 50% employer match about $161,527 at 4% or $107,684 at 6%; with 100% employer match about $121,145 at 4% or $80,763 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $326,997 | $48,458 | $9,692iApproximate average salary by contribution assumption: employee only about $242,290 at 4% or $161,527 at 6%; with 50% employer match about $161,527 at 4% or $107,684 at 6%; with 100% employer match about $121,145 at 4% or $80,763 at 6%. |
| 2015 | 1 | 7 | $262,088 | $47,692 | $6,813iApproximate average salary by contribution assumption: employee only about $170,329 at 4% or $113,552 at 6%; with 50% employer match about $113,552 at 4% or $75,702 at 6%; with 100% employer match about $85,164 at 4% or $56,776 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 7 | $262,088 | $47,692 | $6,813iApproximate average salary by contribution assumption: employee only about $170,329 at 4% or $113,552 at 6%; with 50% employer match about $113,552 at 4% or $75,702 at 6%; with 100% employer match about $85,164 at 4% or $56,776 at 6%. |
| 2014 | 1 | 6 | $312,891 | $58,984 | $9,831iApproximate average salary by contribution assumption: employee only about $245,767 at 4% or $163,844 at 6%; with 50% employer match about $163,844 at 4% or $109,230 at 6%; with 100% employer match about $122,883 at 4% or $81,922 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 6 | $312,891 | $58,984 | $9,831iApproximate average salary by contribution assumption: employee only about $245,767 at 4% or $163,844 at 6%; with 50% employer match about $163,844 at 4% or $109,230 at 6%; with 100% employer match about $122,883 at 4% or $81,922 at 6%. |
| 2013 | 1 | 6 | $242,451 | $62,025 | $10,338iApproximate average salary by contribution assumption: employee only about $258,438 at 4% or $172,292 at 6%; with 50% employer match about $172,292 at 4% or $114,861 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 6 | $242,451 | $62,025 | $10,338iApproximate average salary by contribution assumption: employee only about $258,438 at 4% or $172,292 at 6%; with 50% employer match about $172,292 at 4% or $114,861 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%. |
| 2012 | 1 | 8 | $257,837 | $55,226 | $6,903iApproximate average salary by contribution assumption: employee only about $172,581 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,703 at 6%; with 100% employer match about $86,291 at 4% or $57,527 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 8 | $257,837 | $55,226 | $6,903iApproximate average salary by contribution assumption: employee only about $172,581 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,703 at 6%; with 100% employer match about $86,291 at 4% or $57,527 at 6%. |
| 2011 | 1 | 7 | $951,258 | $51,261 | $7,323iApproximate average salary by contribution assumption: employee only about $183,075 at 4% or $122,050 at 6%; with 50% employer match about $122,050 at 4% or $81,367 at 6%; with 100% employer match about $91,538 at 4% or $61,025 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 7 | $951,258 | $51,261 | $7,323iApproximate average salary by contribution assumption: employee only about $183,075 at 4% or $122,050 at 6%; with 50% employer match about $122,050 at 4% or $81,367 at 6%; with 100% employer match about $91,538 at 4% or $61,025 at 6%. |
| 2010 | 1 | 8 | $981,416 | $51,979 | $6,497iApproximate average salary by contribution assumption: employee only about $162,434 at 4% or $108,290 at 6%; with 50% employer match about $108,290 at 4% or $72,193 at 6%; with 100% employer match about $81,217 at 4% or $54,145 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 8 | $981,416 | $51,979 | $6,497iApproximate average salary by contribution assumption: employee only about $162,434 at 4% or $108,290 at 6%; with 50% employer match about $108,290 at 4% or $72,193 at 6%; with 100% employer match about $81,217 at 4% or $54,145 at 6%. |
| 2009 | 1 | 7 | $824,657 | $50,946 | $7,278iApproximate average salary by contribution assumption: employee only about $181,950 at 4% or $121,300 at 6%; with 50% employer match about $121,300 at 4% or $80,867 at 6%; with 100% employer match about $90,975 at 4% or $60,650 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 7 | $824,657 | $50,946 | $7,278iApproximate average salary by contribution assumption: employee only about $181,950 at 4% or $121,300 at 6%; with 50% employer match about $121,300 at 4% or $80,867 at 6%; with 100% employer match about $90,975 at 4% or $60,650 at 6%. |
| 2008 | 1 | 6 | $599,940 | $48,501 | $8,084iApproximate average salary by contribution assumption: employee only about $202,088 at 4% or $134,725 at 6%; with 50% employer match about $134,725 at 4% or $89,817 at 6%; with 100% employer match about $101,044 at 4% or $67,363 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 6 | $599,940 | $48,501 | $8,084iApproximate average salary by contribution assumption: employee only about $202,088 at 4% or $134,725 at 6%; with 50% employer match about $134,725 at 4% or $89,817 at 6%; with 100% employer match about $101,044 at 4% or $67,363 at 6%. |
| 2007 | 1 | 7 | $855,669 | $45,124 | $6,446iApproximate average salary by contribution assumption: employee only about $161,157 at 4% or $107,438 at 6%; with 50% employer match about $107,438 at 4% or $71,625 at 6%; with 100% employer match about $80,579 at 4% or $53,719 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 7 | $855,669 | $45,124 | $6,446iApproximate average salary by contribution assumption: employee only about $161,157 at 4% or $107,438 at 6%; with 50% employer match about $107,438 at 4% or $71,625 at 6%; with 100% employer match about $80,579 at 4% or $53,719 at 6%. |
| 2006 | 1 | 8 | $785,596 | $45,596 | $5,700iApproximate average salary by contribution assumption: employee only about $142,488 at 4% or $94,992 at 6%; with 50% employer match about $94,992 at 4% or $63,328 at 6%; with 100% employer match about $71,244 at 4% or $47,496 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 8 | $785,596 | $45,596 | $5,700iApproximate average salary by contribution assumption: employee only about $142,488 at 4% or $94,992 at 6%; with 50% employer match about $94,992 at 4% or $63,328 at 6%; with 100% employer match about $71,244 at 4% or $47,496 at 6%. |
| 2005 | 1 | 6 | $661,024 | $39,938 | $6,656iApproximate average salary by contribution assumption: employee only about $166,408 at 4% or $110,939 at 6%; with 50% employer match about $110,939 at 4% or $73,959 at 6%; with 100% employer match about $83,204 at 4% or $55,469 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 6 | $661,024 | $39,938 | $6,656iApproximate average salary by contribution assumption: employee only about $166,408 at 4% or $110,939 at 6%; with 50% employer match about $110,939 at 4% or $73,959 at 6%; with 100% employer match about $83,204 at 4% or $55,469 at 6%. |
| 2004 | 1 | 7 | $591,703 | $25,948 | $3,707iApproximate average salary by contribution assumption: employee only about $92,671 at 4% or $61,781 at 6%; with 50% employer match about $61,781 at 4% or $41,187 at 6%; with 100% employer match about $46,336 at 4% or $30,890 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 7 | $591,703 | $25,948 | $3,707iApproximate average salary by contribution assumption: employee only about $92,671 at 4% or $61,781 at 6%; with 50% employer match about $61,781 at 4% or $41,187 at 6%; with 100% employer match about $46,336 at 4% or $30,890 at 6%. |
| 2003 | 1 | 4 | $796,074 | $54,068 | $13,517iApproximate average salary by contribution assumption: employee only about $337,925 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,963 at 4% or $112,642 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 4 | $796,074 | $54,068 | $13,517iApproximate average salary by contribution assumption: employee only about $337,925 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,963 at 4% or $112,642 at 6%. |
| 2002 | 1 | 5 | $648,627 | $59,513 | $11,903iApproximate average salary by contribution assumption: employee only about $297,565 at 4% or $198,377 at 6%; with 50% employer match about $198,377 at 4% or $132,251 at 6%; with 100% employer match about $148,783 at 4% or $99,188 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $648,627 | $59,513 | $11,903iApproximate average salary by contribution assumption: employee only about $297,565 at 4% or $198,377 at 6%; with 50% employer match about $198,377 at 4% or $132,251 at 6%; with 100% employer match about $148,783 at 4% or $99,188 at 6%. |
| 2001 | 1 | 5 | $686,667 | $46,910 | $9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%. |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | $686,667 | $46,910 | $9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Jose J. Aldrich, M.D. 401K Plan | - | 5 | - | - | - |
| 1999 | 1 | 3 | $779,268 | $0 | - |
| Jose J. Aldrich, M.D. 401K Plan | - | 3 | $779,268 | - | - |