Civic Intelligence

Passarella and Associates Inc.

Plan context: Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust

EIN 65-0667105 • Fort Myers, FL • 26 filings • 2 plans

13620 Metropolis Avenue, Suite 200Fort Myers, FL 33912
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$5,945,897

2024 Contributions

$281,657

Historical Graphs

Total Assets Over Time

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

$5,945,897$2,972,949$0199920122024YearValue
$5,945,897Latest year 2024

Participants Over Time

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

35180199920122024YearValue
34Latest 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
2024134$5,945,897$281,657$8,284iApproximate average salary by contribution assumption: employee only about $207,101 at 4% or $138,067 at 6%; with 50% employer match about $138,067 at 4% or $92,045 at 6%; with 100% employer match about $103,550 at 4% or $69,034 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-34$5,945,897$281,657$8,284iApproximate average salary by contribution assumption: employee only about $207,101 at 4% or $138,067 at 6%; with 50% employer match about $138,067 at 4% or $92,045 at 6%; with 100% employer match about $103,550 at 4% or $69,034 at 6%.
2023131$4,730,135$270,697$8,732iApproximate average salary by contribution assumption: employee only about $218,304 at 4% or $145,536 at 6%; with 50% employer match about $145,536 at 4% or $97,024 at 6%; with 100% employer match about $109,152 at 4% or $72,768 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-31$4,730,135$270,697$8,732iApproximate average salary by contribution assumption: employee only about $218,304 at 4% or $145,536 at 6%; with 50% employer match about $145,536 at 4% or $97,024 at 6%; with 100% employer match about $109,152 at 4% or $72,768 at 6%.
2022130$3,599,980$273,719$9,124iApproximate average salary by contribution assumption: employee only about $228,099 at 4% or $152,066 at 6%; with 50% employer match about $152,066 at 4% or $101,377 at 6%; with 100% employer match about $114,050 at 4% or $76,033 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-30$3,599,980$273,719$9,124iApproximate average salary by contribution assumption: employee only about $228,099 at 4% or $152,066 at 6%; with 50% employer match about $152,066 at 4% or $101,377 at 6%; with 100% employer match about $114,050 at 4% or $76,033 at 6%.
2021135$5,864,292$264,383$7,554iApproximate average salary by contribution assumption: employee only about $188,845 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,931 at 6%; with 100% employer match about $94,423 at 4% or $62,948 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-35$5,864,292$264,383$7,554iApproximate average salary by contribution assumption: employee only about $188,845 at 4% or $125,897 at 6%; with 50% employer match about $125,897 at 4% or $83,931 at 6%; with 100% employer match about $94,423 at 4% or $62,948 at 6%.
2020133$4,770,848$229,810$6,964iApproximate average salary by contribution assumption: employee only about $174,098 at 4% or $116,066 at 6%; with 50% employer match about $116,066 at 4% or $77,377 at 6%; with 100% employer match about $87,049 at 4% or $58,033 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-33$4,770,848$229,810$6,964iApproximate average salary by contribution assumption: employee only about $174,098 at 4% or $116,066 at 6%; with 50% employer match about $116,066 at 4% or $77,377 at 6%; with 100% employer match about $87,049 at 4% or $58,033 at 6%.
2019131$3,936,819$215,966$6,967iApproximate average salary by contribution assumption: employee only about $174,166 at 4% or $116,111 at 6%; with 50% employer match about $116,111 at 4% or $77,407 at 6%; with 100% employer match about $87,083 at 4% or $58,055 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-31$3,936,819$215,966$6,967iApproximate average salary by contribution assumption: employee only about $174,166 at 4% or $116,111 at 6%; with 50% employer match about $116,111 at 4% or $77,407 at 6%; with 100% employer match about $87,083 at 4% or $58,055 at 6%.
2018133$3,075,563$191,223$5,795iApproximate average salary by contribution assumption: employee only about $144,866 at 4% or $96,577 at 6%; with 50% employer match about $96,577 at 4% or $64,385 at 6%; with 100% employer match about $72,433 at 4% or $48,289 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-33$3,075,563$191,223$5,795iApproximate average salary by contribution assumption: employee only about $144,866 at 4% or $96,577 at 6%; with 50% employer match about $96,577 at 4% or $64,385 at 6%; with 100% employer match about $72,433 at 4% or $48,289 at 6%.
2017132$3,223,007$235,841$7,370iApproximate average salary by contribution assumption: employee only about $184,251 at 4% or $122,834 at 6%; with 50% employer match about $122,834 at 4% or $81,889 at 6%; with 100% employer match about $92,125 at 4% or $61,417 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-32$3,223,007$235,841$7,370iApproximate average salary by contribution assumption: employee only about $184,251 at 4% or $122,834 at 6%; with 50% employer match about $122,834 at 4% or $81,889 at 6%; with 100% employer match about $92,125 at 4% or $61,417 at 6%.
2016130$2,592,190$217,512$7,250iApproximate average salary by contribution assumption: employee only about $181,260 at 4% or $120,840 at 6%; with 50% employer match about $120,840 at 4% or $80,560 at 6%; with 100% employer match about $90,630 at 4% or $60,420 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-30$2,592,190$217,512$7,250iApproximate average salary by contribution assumption: employee only about $181,260 at 4% or $120,840 at 6%; with 50% employer match about $120,840 at 4% or $80,560 at 6%; with 100% employer match about $90,630 at 4% or $60,420 at 6%.
2015125$2,194,157$207,327$8,293iApproximate average salary by contribution assumption: employee only about $207,327 at 4% or $138,218 at 6%; with 50% employer match about $138,218 at 4% or $92,145 at 6%; with 100% employer match about $103,664 at 4% or $69,109 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-25$2,194,157$207,327$8,293iApproximate average salary by contribution assumption: employee only about $207,327 at 4% or $138,218 at 6%; with 50% employer match about $138,218 at 4% or $92,145 at 6%; with 100% employer match about $103,664 at 4% or $69,109 at 6%.
2014123$2,336,664$199,589$8,678iApproximate average salary by contribution assumption: employee only about $216,945 at 4% or $144,630 at 6%; with 50% employer match about $144,630 at 4% or $96,420 at 6%; with 100% employer match about $108,472 at 4% or $72,315 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-23$2,336,664$199,589$8,678iApproximate average salary by contribution assumption: employee only about $216,945 at 4% or $144,630 at 6%; with 50% employer match about $144,630 at 4% or $96,420 at 6%; with 100% employer match about $108,472 at 4% or $72,315 at 6%.
2013125$2,063,894$143,515$5,741iApproximate average salary by contribution assumption: employee only about $143,515 at 4% or $95,677 at 6%; with 50% employer match about $95,677 at 4% or $63,784 at 6%; with 100% employer match about $71,758 at 4% or $47,838 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-25$2,063,894$143,515$5,741iApproximate average salary by contribution assumption: employee only about $143,515 at 4% or $95,677 at 6%; with 50% employer match about $95,677 at 4% or $63,784 at 6%; with 100% employer match about $71,758 at 4% or $47,838 at 6%.
2012124$1,483,104$149,290$6,220iApproximate average salary by contribution assumption: employee only about $155,510 at 4% or $103,674 at 6%; with 50% employer match about $103,674 at 4% or $69,116 at 6%; with 100% employer match about $77,755 at 4% or $51,837 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-24$1,483,104$149,290$6,220iApproximate average salary by contribution assumption: employee only about $155,510 at 4% or $103,674 at 6%; with 50% employer match about $103,674 at 4% or $69,116 at 6%; with 100% employer match about $77,755 at 4% or $51,837 at 6%.
2011122$1,336,595$113,162$5,144iApproximate average salary by contribution assumption: employee only about $128,593 at 4% or $85,729 at 6%; with 50% employer match about $85,729 at 4% or $57,153 at 6%; with 100% employer match about $64,297 at 4% or $42,864 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-22$1,336,595$113,162$5,144iApproximate average salary by contribution assumption: employee only about $128,593 at 4% or $85,729 at 6%; with 50% employer match about $85,729 at 4% or $57,153 at 6%; with 100% employer match about $64,297 at 4% or $42,864 at 6%.
2010124$1,332,843$85,654$3,569iApproximate average salary by contribution assumption: employee only about $89,223 at 4% or $59,482 at 6%; with 50% employer match about $59,482 at 4% or $39,655 at 6%; with 100% employer match about $44,611 at 4% or $29,741 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-24$1,332,843$85,654$3,569iApproximate average salary by contribution assumption: employee only about $89,223 at 4% or $59,482 at 6%; with 50% employer match about $59,482 at 4% or $39,655 at 6%; with 100% employer match about $44,611 at 4% or $29,741 at 6%.
2009130$1,156,860$90,356$3,012iApproximate average salary by contribution assumption: employee only about $75,297 at 4% or $50,198 at 6%; with 50% employer match about $50,198 at 4% or $33,465 at 6%; with 100% employer match about $37,648 at 4% or $25,099 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-30$1,156,860$90,356$3,012iApproximate average salary by contribution assumption: employee only about $75,297 at 4% or $50,198 at 6%; with 50% employer match about $50,198 at 4% or $33,465 at 6%; with 100% employer match about $37,648 at 4% or $25,099 at 6%.
2008127$793,814$117,909$4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-27$793,814$117,909$4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%.
2007128$1,177,540$175,167$6,256iApproximate average salary by contribution assumption: employee only about $156,399 at 4% or $104,266 at 6%; with 50% employer match about $104,266 at 4% or $69,511 at 6%; with 100% employer match about $78,200 at 4% or $52,133 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-28$1,177,540$175,167$6,256iApproximate average salary by contribution assumption: employee only about $156,399 at 4% or $104,266 at 6%; with 50% employer match about $104,266 at 4% or $69,511 at 6%; with 100% employer match about $78,200 at 4% or $52,133 at 6%.
2006125$938,647$147,324$5,893iApproximate average salary by contribution assumption: employee only about $147,324 at 4% or $98,216 at 6%; with 50% employer match about $98,216 at 4% or $65,477 at 6%; with 100% employer match about $73,662 at 4% or $49,108 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-25$938,647$147,324$5,893iApproximate average salary by contribution assumption: employee only about $147,324 at 4% or $98,216 at 6%; with 50% employer match about $98,216 at 4% or $65,477 at 6%; with 100% employer match about $73,662 at 4% or $49,108 at 6%.
2005117$689,338$113,898$6,700iApproximate average salary by contribution assumption: employee only about $167,497 at 4% or $111,665 at 6%; with 50% employer match about $111,665 at 4% or $74,443 at 6%; with 100% employer match about $83,749 at 4% or $55,832 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-17$689,338$113,898$6,700iApproximate average salary by contribution assumption: employee only about $167,497 at 4% or $111,665 at 6%; with 50% employer match about $111,665 at 4% or $74,443 at 6%; with 100% employer match about $83,749 at 4% or $55,832 at 6%.
2004116$571,729$116,455$7,278iApproximate average salary by contribution assumption: employee only about $181,961 at 4% or $121,307 at 6%; with 50% employer match about $121,307 at 4% or $80,872 at 6%; with 100% employer match about $90,980 at 4% or $60,654 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-16$571,729$116,455$7,278iApproximate average salary by contribution assumption: employee only about $181,961 at 4% or $121,307 at 6%; with 50% employer match about $121,307 at 4% or $80,872 at 6%; with 100% employer match about $90,980 at 4% or $60,654 at 6%.
2003114$411,201$91,405$6,529iApproximate average salary by contribution assumption: employee only about $163,223 at 4% or $108,815 at 6%; with 50% employer match about $108,815 at 4% or $72,544 at 6%; with 100% employer match about $81,612 at 4% or $54,408 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-14$411,201$91,405$6,529iApproximate average salary by contribution assumption: employee only about $163,223 at 4% or $108,815 at 6%; with 50% employer match about $108,815 at 4% or $72,544 at 6%; with 100% employer match about $81,612 at 4% or $54,408 at 6%.
2002113$236,655$81,590$6,276iApproximate average salary by contribution assumption: employee only about $156,904 at 4% or $104,603 at 6%; with 50% employer match about $104,603 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-13$236,655$81,590$6,276iApproximate average salary by contribution assumption: employee only about $156,904 at 4% or $104,603 at 6%; with 50% employer match about $104,603 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
2001111$202,549$75,211$6,837iApproximate average salary by contribution assumption: employee only about $170,934 at 4% or $113,956 at 6%; with 50% employer match about $113,956 at 4% or $75,971 at 6%; with 100% employer match about $85,467 at 4% or $56,978 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-11$202,549$75,211$6,837iApproximate average salary by contribution assumption: employee only about $170,934 at 4% or $113,956 at 6%; with 50% employer match about $113,956 at 4% or $75,971 at 6%; with 100% employer match about $85,467 at 4% or $56,978 at 6%.
200018$143,264$58,741$7,343iApproximate average salary by contribution assumption: employee only about $183,566 at 4% or $122,377 at 6%; with 50% employer match about $122,377 at 4% or $81,585 at 6%; with 100% employer match about $91,783 at 4% or $61,189 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-8$143,264$58,741$7,343iApproximate average salary by contribution assumption: employee only about $183,566 at 4% or $122,377 at 6%; with 50% employer match about $122,377 at 4% or $81,585 at 6%; with 100% employer match about $91,783 at 4% or $61,189 at 6%.
199915$99,737$51,802$10,360iApproximate average salary by contribution assumption: employee only about $259,010 at 4% or $172,673 at 6%; with 50% employer match about $172,673 at 4% or $115,116 at 6%; with 100% employer match about $129,505 at 4% or $86,337 at 6%.
Passarella and Associates Inc. 401(K) Profit Sharing Plan & Trust-5$99,737$51,802$10,360iApproximate average salary by contribution assumption: employee only about $259,010 at 4% or $172,673 at 6%; with 50% employer match about $172,673 at 4% or $115,116 at 6%; with 100% employer match about $129,505 at 4% or $86,337 at 6%.