Civic Intelligence

STEVEN G. VITALE, PA

Plan context: STEVEN G. VITALE, PA 401(K) TRUST

EIN 65-0661421 • Stuart, FL • 22 filings • 2 plans

211 S. Colorado Avenue Suite 2Stuart, FL 34994
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$333,102

2025 Contributions

$1,600

Historical Graphs

Total Assets Over Time

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

$333,102$166,551$0200420152025YearValue
$333,102Latest year 2025

Participants Over Time

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

530200420152025YearValue
3Latest year 2025

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
202513$333,102$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$333,102$0-
202413$297,181$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$297,181$0-
202313$275,710$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$275,710$0-
202213$251,839$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
STEVEN G. VITALE, PA 401(K) TRUST-3$251,839$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
202113$283,566$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$283,566$0-
202015$269,212$0-
STEVEN G. VITALE, PA 401(K) TRUST-5$269,212$0-
201913$275,758$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$275,758$0-
201813$248,243$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$248,243$0-
201713$257,909$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$257,909$0-
201613$245,281$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$245,281$0-
201513$238,389$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$238,389$0-
201413$242,594$1,207$402iApproximate average salary by contribution assumption: employee only about $10,058 at 4% or $6,706 at 6%; with 50% employer match about $6,706 at 4% or $4,470 at 6%; with 100% employer match about $5,029 at 4% or $3,353 at 6%.
STEVEN G. VITALE, PA 401(K) TRUST-3$242,594$1,207$402iApproximate average salary by contribution assumption: employee only about $10,058 at 4% or $6,706 at 6%; with 50% employer match about $6,706 at 4% or $4,470 at 6%; with 100% employer match about $5,029 at 4% or $3,353 at 6%.
201313$235,085$1,232$411iApproximate average salary by contribution assumption: employee only about $10,267 at 4% or $6,844 at 6%; with 50% employer match about $6,844 at 4% or $4,563 at 6%; with 100% employer match about $5,133 at 4% or $3,422 at 6%.
STEVEN G. VITALE, PA 401(K) TRUST-3$235,085$1,232$411iApproximate average salary by contribution assumption: employee only about $10,267 at 4% or $6,844 at 6%; with 50% employer match about $6,844 at 4% or $4,563 at 6%; with 100% employer match about $5,133 at 4% or $3,422 at 6%.
201213$195,767$1,196$399iApproximate average salary by contribution assumption: employee only about $9,967 at 4% or $6,644 at 6%; with 50% employer match about $6,644 at 4% or $4,430 at 6%; with 100% employer match about $4,983 at 4% or $3,322 at 6%.
STEVEN G. VITALE, PA 401(K) TRUST-3$195,767$1,196$399iApproximate average salary by contribution assumption: employee only about $9,967 at 4% or $6,644 at 6%; with 50% employer match about $6,644 at 4% or $4,430 at 6%; with 100% employer match about $4,983 at 4% or $3,322 at 6%.
201113$202,879$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$202,879$0-
201013$207,787$1,123$374iApproximate average salary by contribution assumption: employee only about $9,358 at 4% or $6,239 at 6%; with 50% employer match about $6,239 at 4% or $4,159 at 6%; with 100% employer match about $4,679 at 4% or $3,119 at 6%.
STEVEN G. VITALE, PA 401(K) TRUST-3$207,787$1,123$374iApproximate average salary by contribution assumption: employee only about $9,358 at 4% or $6,239 at 6%; with 50% employer match about $6,239 at 4% or $4,159 at 6%; with 100% employer match about $4,679 at 4% or $3,119 at 6%.
200913$181,148$0-
STEVEN G. VITALE, PA 401(K) TRUST-3$181,148$0-
200813$150,282$1,713$571iApproximate average salary by contribution assumption: employee only about $14,275 at 4% or $9,517 at 6%; with 50% employer match about $9,517 at 4% or $6,344 at 6%; with 100% employer match about $7,138 at 4% or $4,758 at 6%.
STEVEN G. VITALE, PA 401K TRUST-3$150,282$1,713$571iApproximate average salary by contribution assumption: employee only about $14,275 at 4% or $9,517 at 6%; with 50% employer match about $9,517 at 4% or $6,344 at 6%; with 100% employer match about $7,138 at 4% or $4,758 at 6%.
200713$0$0-
STEVEN G. VITALE, PA 401K TRUST-3---
200613$212,758$67,126$22,375iApproximate average salary by contribution assumption: employee only about $559,383 at 4% or $372,922 at 6%; with 50% employer match about $372,922 at 4% or $248,615 at 6%; with 100% employer match about $279,692 at 4% or $186,461 at 6%.
STEVEN G. VITALE, PA 401K TRUST-3$212,758$67,126$22,375iApproximate average salary by contribution assumption: employee only about $559,383 at 4% or $372,922 at 6%; with 50% employer match about $372,922 at 4% or $248,615 at 6%; with 100% employer match about $279,692 at 4% or $186,461 at 6%.
200513$131,053$64,064$21,355iApproximate average salary by contribution assumption: employee only about $533,867 at 4% or $355,911 at 6%; with 50% employer match about $355,911 at 4% or $237,274 at 6%; with 100% employer match about $266,933 at 4% or $177,956 at 6%.
STEVEN G. VITALE, PA 401K TRUST-3$131,053$64,064$21,355iApproximate average salary by contribution assumption: employee only about $533,867 at 4% or $355,911 at 6%; with 50% employer match about $355,911 at 4% or $237,274 at 6%; with 100% employer match about $266,933 at 4% or $177,956 at 6%.
200413$62,013$62,013$20,671iApproximate average salary by contribution assumption: employee only about $516,775 at 4% or $344,517 at 6%; with 50% employer match about $344,517 at 4% or $229,678 at 6%; with 100% employer match about $258,388 at 4% or $172,258 at 6%.
STEVEN G. VITALE, PA 401K TRUST-3$62,013$62,013$20,671iApproximate average salary by contribution assumption: employee only about $516,775 at 4% or $344,517 at 6%; with 50% employer match about $344,517 at 4% or $229,678 at 6%; with 100% employer match about $258,388 at 4% or $172,258 at 6%.