Civic Intelligence

Susan J. Brotman, P.A.

Plan context: Susan J. Brotman, P.A. 401(K) Profit Sharing Plan

EIN 65-0334741 • Boca Raton, FL • 19 filings • 2 plans

4400 North Federal Highway #204Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$522,582

2024 Contributions

$64,643

Historical Graphs

Total Assets Over Time

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

$1,068,714$534,357$0200620152024YearValue
$522,582Latest year 2024

Participants Over Time

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

320200620152024YearValue
3Latest year 2024

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
202413$522,582$64,643$21,548iApproximate average salary by contribution assumption: employee only about $538,692 at 4% or $359,128 at 6%; with 50% employer match about $359,128 at 4% or $239,419 at 6%; with 100% employer match about $269,346 at 4% or $179,564 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$522,582$64,643$21,548iApproximate average salary by contribution assumption: employee only about $538,692 at 4% or $359,128 at 6%; with 50% employer match about $359,128 at 4% or $239,419 at 6%; with 100% employer match about $269,346 at 4% or $179,564 at 6%.
202313$357,341$97,167$32,389iApproximate average salary by contribution assumption: employee only about $809,725 at 4% or $539,817 at 6%; with 50% employer match about $539,817 at 4% or $359,878 at 6%; with 100% employer match about $404,863 at 4% or $269,908 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$357,341$97,167$32,389iApproximate average salary by contribution assumption: employee only about $809,725 at 4% or $539,817 at 6%; with 50% employer match about $539,817 at 4% or $359,878 at 6%; with 100% employer match about $404,863 at 4% or $269,908 at 6%.
202213$313,580$62,644$20,881iApproximate average salary by contribution assumption: employee only about $522,033 at 4% or $348,022 at 6%; with 50% employer match about $348,022 at 4% or $232,015 at 6%; with 100% employer match about $261,017 at 4% or $174,011 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$313,580$62,644$20,881iApproximate average salary by contribution assumption: employee only about $522,033 at 4% or $348,022 at 6%; with 50% employer match about $348,022 at 4% or $232,015 at 6%; with 100% employer match about $261,017 at 4% or $174,011 at 6%.
202113$296,971$55,469$18,490iApproximate average salary by contribution assumption: employee only about $462,242 at 4% or $308,161 at 6%; with 50% employer match about $308,161 at 4% or $205,441 at 6%; with 100% employer match about $231,121 at 4% or $154,081 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$296,971$55,469$18,490iApproximate average salary by contribution assumption: employee only about $462,242 at 4% or $308,161 at 6%; with 50% employer match about $308,161 at 4% or $205,441 at 6%; with 100% employer match about $231,121 at 4% or $154,081 at 6%.
202012$213,132$27,100$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$213,132$27,100$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
201913$194,416$29,498$9,833iApproximate average salary by contribution assumption: employee only about $245,817 at 4% or $163,878 at 6%; with 50% employer match about $163,878 at 4% or $109,252 at 6%; with 100% employer match about $122,908 at 4% or $81,939 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$194,416$29,498$9,833iApproximate average salary by contribution assumption: employee only about $245,817 at 4% or $163,878 at 6%; with 50% employer match about $163,878 at 4% or $109,252 at 6%; with 100% employer match about $122,908 at 4% or $81,939 at 6%.
201813$143,437$48,520$16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-3$143,437$48,520$16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%.
201712$1,068,714$27,600$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$1,068,714$27,600$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
201612$889,445$46,400$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$889,445$46,400$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201512$891,922$140,964$70,482iApproximate average salary by contribution assumption: employee only about $1,762,050 at 4% or $1,174,700 at 6%; with 50% employer match about $1,174,700 at 4% or $783,133 at 6%; with 100% employer match about $881,025 at 4% or $587,350 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$891,922$140,964$70,482iApproximate average salary by contribution assumption: employee only about $1,762,050 at 4% or $1,174,700 at 6%; with 50% employer match about $1,174,700 at 4% or $783,133 at 6%; with 100% employer match about $881,025 at 4% or $587,350 at 6%.
201412$771,436$64,122$32,061iApproximate average salary by contribution assumption: employee only about $801,525 at 4% or $534,350 at 6%; with 50% employer match about $534,350 at 4% or $356,233 at 6%; with 100% employer match about $400,763 at 4% or $267,175 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$771,436$64,122$32,061iApproximate average salary by contribution assumption: employee only about $801,525 at 4% or $534,350 at 6%; with 50% employer match about $534,350 at 4% or $356,233 at 6%; with 100% employer match about $400,763 at 4% or $267,175 at 6%.
201312$670,869$62,263$31,132iApproximate average salary by contribution assumption: employee only about $778,288 at 4% or $518,858 at 6%; with 50% employer match about $518,858 at 4% or $345,906 at 6%; with 100% employer match about $389,144 at 4% or $259,429 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$670,869$62,263$31,132iApproximate average salary by contribution assumption: employee only about $778,288 at 4% or $518,858 at 6%; with 50% employer match about $518,858 at 4% or $345,906 at 6%; with 100% employer match about $389,144 at 4% or $259,429 at 6%.
201212$542,905$61,681$30,841iApproximate average salary by contribution assumption: employee only about $771,013 at 4% or $514,008 at 6%; with 50% employer match about $514,008 at 4% or $342,672 at 6%; with 100% employer match about $385,506 at 4% or $257,004 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$542,905$61,681$30,841iApproximate average salary by contribution assumption: employee only about $771,013 at 4% or $514,008 at 6%; with 50% employer match about $514,008 at 4% or $342,672 at 6%; with 100% employer match about $385,506 at 4% or $257,004 at 6%.
201112$422,127$60,669$30,335iApproximate average salary by contribution assumption: employee only about $758,363 at 4% or $505,575 at 6%; with 50% employer match about $505,575 at 4% or $337,050 at 6%; with 100% employer match about $379,181 at 4% or $252,788 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$422,127$60,669$30,335iApproximate average salary by contribution assumption: employee only about $758,363 at 4% or $505,575 at 6%; with 50% employer match about $505,575 at 4% or $337,050 at 6%; with 100% employer match about $379,181 at 4% or $252,788 at 6%.
201012$397,969$59,623$29,812iApproximate average salary by contribution assumption: employee only about $745,288 at 4% or $496,858 at 6%; with 50% employer match about $496,858 at 4% or $331,239 at 6%; with 100% employer match about $372,644 at 4% or $248,429 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$397,969$59,623$29,812iApproximate average salary by contribution assumption: employee only about $745,288 at 4% or $496,858 at 6%; with 50% employer match about $496,858 at 4% or $331,239 at 6%; with 100% employer match about $372,644 at 4% or $248,429 at 6%.
200912$360,009$59,615$29,808iApproximate average salary by contribution assumption: employee only about $745,188 at 4% or $496,792 at 6%; with 50% employer match about $496,792 at 4% or $331,194 at 6%; with 100% employer match about $372,594 at 4% or $248,396 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$360,009$59,615$29,808iApproximate average salary by contribution assumption: employee only about $745,188 at 4% or $496,792 at 6%; with 50% employer match about $496,792 at 4% or $331,194 at 6%; with 100% employer match about $372,594 at 4% or $248,396 at 6%.
200812$255,167$28,017$14,009iApproximate average salary by contribution assumption: employee only about $350,213 at 4% or $233,475 at 6%; with 50% employer match about $233,475 at 4% or $155,650 at 6%; with 100% employer match about $175,106 at 4% or $116,738 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$255,167$28,017$14,009iApproximate average salary by contribution assumption: employee only about $350,213 at 4% or $233,475 at 6%; with 50% employer match about $233,475 at 4% or $155,650 at 6%; with 100% employer match about $175,106 at 4% or $116,738 at 6%.
200712$309,363$55,783$27,892iApproximate average salary by contribution assumption: employee only about $697,288 at 4% or $464,858 at 6%; with 50% employer match about $464,858 at 4% or $309,906 at 6%; with 100% employer match about $348,644 at 4% or $232,429 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$309,363$55,783$27,892iApproximate average salary by contribution assumption: employee only about $697,288 at 4% or $464,858 at 6%; with 50% employer match about $464,858 at 4% or $309,906 at 6%; with 100% employer match about $348,644 at 4% or $232,429 at 6%.
200612$229,295$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
Susan J. Brotman, P.A. 401(K) Profit Sharing Plan-2$229,295$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.