Civic Intelligence

Stuart Cardiology Group, P.A.

Plan context: Stuart Cardiology Group, Pa Cash Balance Pension Plan

EIN 65-0701827 • Stuart, FL • 51 filings • 10 plans

1001 SE Monterey Commons, Blvd#300Stuart, FL 34996
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$3,929,179

2024 Contributions

$781,842

Historical Graphs

Total Assets Over Time

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

$17,298,705$8,649,353$0199920132023YearValue
$3,929,179Latest year 2023

Participants Over Time

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

99500199920112023YearValue
73Latest year 2023

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
202410$0$0-
Stuart Cardiology Group, Pa Cash Balance Pension Plan-0$0$0-
2023173$3,929,179$0-
Stuart Cardiology Group, Pa Cash Balance Pension Plan-73$3,929,179$0-
2022288$15,082,888$781,842$8,885iApproximate average salary by contribution assumption: employee only about $222,114 at 4% or $148,076 at 6%; with 50% employer match about $148,076 at 4% or $98,717 at 6%; with 100% employer match about $111,057 at 4% or $74,038 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-88$11,403,694$781,842$8,885iApproximate average salary by contribution assumption: employee only about $222,114 at 4% or $148,076 at 6%; with 50% employer match about $148,076 at 4% or $98,717 at 6%; with 100% employer match about $111,057 at 4% or $74,038 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-73$3,679,194$0-
2021299$17,298,705$731,314$7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-99$12,923,503$651,314$6,579iApproximate average salary by contribution assumption: employee only about $164,473 at 4% or $109,649 at 6%; with 50% employer match about $109,649 at 4% or $73,099 at 6%; with 100% employer match about $82,237 at 4% or $54,824 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-69$4,375,202$80,000$1,159iApproximate average salary by contribution assumption: employee only about $28,986 at 4% or $19,324 at 6%; with 50% employer match about $19,324 at 4% or $12,882 at 6%; with 100% employer match about $14,493 at 4% or $9,662 at 6%.
2020283$15,414,759$990,773$11,937iApproximate average salary by contribution assumption: employee only about $298,426 at 4% or $198,950 at 6%; with 50% employer match about $198,950 at 4% or $132,634 at 6%; with 100% employer match about $149,213 at 4% or $99,475 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-83$10,923,955$630,773$7,600iApproximate average salary by contribution assumption: employee only about $189,992 at 4% or $126,661 at 6%; with 50% employer match about $126,661 at 4% or $84,441 at 6%; with 100% employer match about $94,996 at 4% or $63,331 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-69$4,490,804$360,000$5,217iApproximate average salary by contribution assumption: employee only about $130,435 at 4% or $86,957 at 6%; with 50% employer match about $86,957 at 4% or $57,971 at 6%; with 100% employer match about $65,217 at 4% or $43,478 at 6%.
2019274$14,035,854$792,331$10,707iApproximate average salary by contribution assumption: employee only about $267,679 at 4% or $178,453 at 6%; with 50% employer match about $178,453 at 4% or $118,969 at 6%; with 100% employer match about $133,840 at 4% or $89,226 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-74$10,424,319$564,974$7,635iApproximate average salary by contribution assumption: employee only about $190,870 at 4% or $127,246 at 6%; with 50% employer match about $127,246 at 4% or $84,831 at 6%; with 100% employer match about $95,435 at 4% or $63,623 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-62$3,611,535$227,357$3,667iApproximate average salary by contribution assumption: employee only about $91,676 at 4% or $61,117 at 6%; with 50% employer match about $61,117 at 4% or $40,745 at 6%; with 100% employer match about $45,838 at 4% or $30,559 at 6%.
2018270$11,145,184$970,369$13,862iApproximate average salary by contribution assumption: employee only about $346,560 at 4% or $231,040 at 6%; with 50% employer match about $231,040 at 4% or $154,027 at 6%; with 100% employer match about $173,280 at 4% or $115,520 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-70$8,301,010$610,726$8,725iApproximate average salary by contribution assumption: employee only about $218,116 at 4% or $145,411 at 6%; with 50% employer match about $145,411 at 4% or $96,941 at 6%; with 100% employer match about $109,058 at 4% or $72,705 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-57$2,844,174$359,643$6,310iApproximate average salary by contribution assumption: employee only about $157,738 at 4% or $105,159 at 6%; with 50% employer match about $105,159 at 4% or $70,106 at 6%; with 100% employer match about $78,869 at 4% or $52,579 at 6%.
2017263$10,748,075$855,691$13,582iApproximate average salary by contribution assumption: employee only about $339,560 at 4% or $226,373 at 6%; with 50% employer match about $226,373 at 4% or $150,916 at 6%; with 100% employer match about $169,780 at 4% or $113,187 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-63$8,114,744$515,691$8,186iApproximate average salary by contribution assumption: employee only about $204,639 at 4% or $136,426 at 6%; with 50% employer match about $136,426 at 4% or $90,951 at 6%; with 100% employer match about $102,320 at 4% or $68,213 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-55$2,633,331$340,000$6,182iApproximate average salary by contribution assumption: employee only about $154,545 at 4% or $103,030 at 6%; with 50% employer match about $103,030 at 4% or $68,687 at 6%; with 100% employer match about $77,273 at 4% or $51,515 at 6%.
2016270$8,748,534$921,529$13,165iApproximate average salary by contribution assumption: employee only about $329,118 at 4% or $219,412 at 6%; with 50% employer match about $219,412 at 4% or $146,274 at 6%; with 100% employer match about $164,559 at 4% or $109,706 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-70$6,714,252$486,529$6,950iApproximate average salary by contribution assumption: employee only about $173,760 at 4% or $115,840 at 6%; with 50% employer match about $115,840 at 4% or $77,227 at 6%; with 100% employer match about $86,880 at 4% or $57,920 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-55$2,034,282$435,000$7,909iApproximate average salary by contribution assumption: employee only about $197,727 at 4% or $131,818 at 6%; with 50% employer match about $131,818 at 4% or $87,879 at 6%; with 100% employer match about $98,864 at 4% or $65,909 at 6%.
2015269$8,162,677$654,623$9,487iApproximate average salary by contribution assumption: employee only about $237,182 at 4% or $158,121 at 6%; with 50% employer match about $158,121 at 4% or $105,414 at 6%; with 100% employer match about $118,591 at 4% or $79,061 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-69$6,645,699$430,623$6,241iApproximate average salary by contribution assumption: employee only about $156,023 at 4% or $104,015 at 6%; with 50% employer match about $104,015 at 4% or $69,343 at 6%; with 100% employer match about $78,011 at 4% or $52,008 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-52$1,516,978$224,000$4,308iApproximate average salary by contribution assumption: employee only about $107,692 at 4% or $71,795 at 6%; with 50% employer match about $71,795 at 4% or $47,863 at 6%; with 100% employer match about $53,846 at 4% or $35,897 at 6%.
2014261$7,664,977$642,228$10,528iApproximate average salary by contribution assumption: employee only about $263,208 at 4% or $175,472 at 6%; with 50% employer match about $175,472 at 4% or $116,981 at 6%; with 100% employer match about $131,604 at 4% or $87,736 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-61$6,364,743$402,228$6,594iApproximate average salary by contribution assumption: employee only about $164,848 at 4% or $109,898 at 6%; with 50% employer match about $109,898 at 4% or $73,266 at 6%; with 100% employer match about $82,424 at 4% or $54,949 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-46$1,300,234$240,000$5,217iApproximate average salary by contribution assumption: employee only about $130,435 at 4% or $86,957 at 6%; with 50% employer match about $86,957 at 4% or $57,971 at 6%; with 100% employer match about $65,217 at 4% or $43,478 at 6%.
2013267$6,673,983$751,073$11,210iApproximate average salary by contribution assumption: employee only about $280,251 at 4% or $186,834 at 6%; with 50% employer match about $186,834 at 4% or $124,556 at 6%; with 100% employer match about $140,126 at 4% or $93,417 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-67$5,683,799$361,073$5,389iApproximate average salary by contribution assumption: employee only about $134,729 at 4% or $89,819 at 6%; with 50% employer match about $89,819 at 4% or $59,879 at 6%; with 100% employer match about $67,364 at 4% or $44,910 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-40$990,184$390,000$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
2012372$5,055,814$792,328$11,005iApproximate average salary by contribution assumption: employee only about $275,114 at 4% or $183,409 at 6%; with 50% employer match about $183,409 at 4% or $122,273 at 6%; with 100% employer match about $137,557 at 4% or $91,705 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-72$4,529,258$437,423$6,075iApproximate average salary by contribution assumption: employee only about $151,883 at 4% or $101,255 at 6%; with 50% employer match about $101,255 at 4% or $67,504 at 6%; with 100% employer match about $75,941 at 4% or $50,628 at 6%.
Stuart Cardiology Group, Pa Cash Balance Pension Plan-47$526,556$13,055$278iApproximate average salary by contribution assumption: employee only about $6,944 at 4% or $4,629 at 6%; with 50% employer match about $4,629 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,315 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-0-$341,850-
2011371$7,362,925$950,664$13,390iApproximate average salary by contribution assumption: employee only about $334,741 at 4% or $223,161 at 6%; with 50% employer match about $223,161 at 4% or $148,774 at 6%; with 100% employer match about $167,370 at 4% or $111,580 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-71$3,868,719$436,203$6,144iApproximate average salary by contribution assumption: employee only about $153,593 at 4% or $102,395 at 6%; with 50% employer match about $102,395 at 4% or $68,263 at 6%; with 100% employer match about $76,796 at 4% or $51,198 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-33$2,990,400--
Stuart Cardiology Group, Pa Cash Balance Pension Plan-46$503,806$514,461$11,184iApproximate average salary by contribution assumption: employee only about $279,598 at 4% or $186,399 at 6%; with 50% employer match about $186,399 at 4% or $124,266 at 6%; with 100% employer match about $139,799 at 4% or $93,199 at 6%.
2010277$7,112,612$817,121$10,612iApproximate average salary by contribution assumption: employee only about $265,299 at 4% or $176,866 at 6%; with 50% employer match about $176,866 at 4% or $117,911 at 6%; with 100% employer match about $132,650 at 4% or $88,433 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-77$4,049,953$393,444$5,110iApproximate average salary by contribution assumption: employee only about $127,742 at 4% or $85,161 at 6%; with 50% employer match about $85,161 at 4% or $56,774 at 6%; with 100% employer match about $63,871 at 4% or $42,581 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-33$3,062,659$423,677$12,839iApproximate average salary by contribution assumption: employee only about $320,967 at 4% or $213,978 at 6%; with 50% employer match about $213,978 at 4% or $142,652 at 6%; with 100% employer match about $160,484 at 4% or $106,989 at 6%.
2009286$5,956,442$880,605$10,240iApproximate average salary by contribution assumption: employee only about $255,990 at 4% or $170,660 at 6%; with 50% employer match about $170,660 at 4% or $113,773 at 6%; with 100% employer match about $127,995 at 4% or $85,330 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-86$3,489,881$396,398$4,609iApproximate average salary by contribution assumption: employee only about $115,232 at 4% or $76,821 at 6%; with 50% employer match about $76,821 at 4% or $51,214 at 6%; with 100% employer match about $57,616 at 4% or $38,411 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-34$2,466,561$484,207$14,241iApproximate average salary by contribution assumption: employee only about $356,035 at 4% or $237,356 at 6%; with 50% employer match about $237,356 at 4% or $158,238 at 6%; with 100% employer match about $178,017 at 4% or $118,678 at 6%.
2008254$0$0-
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-41---
Stuart Cardiology Group, P.A. 401K Retirement Plan-54---
2007250$0$0-
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-50---
Stuart Cardiology Group, P.A. 401K Retirement Plan-48---
2006245$4,079,263$554,306$12,318iApproximate average salary by contribution assumption: employee only about $307,948 at 4% or $205,299 at 6%; with 50% employer match about $205,299 at 4% or $136,866 at 6%; with 100% employer match about $153,974 at 4% or $102,649 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-45$2,679,469$348,146$7,737iApproximate average salary by contribution assumption: employee only about $193,414 at 4% or $128,943 at 6%; with 50% employer match about $128,943 at 4% or $85,962 at 6%; with 100% employer match about $96,707 at 4% or $64,471 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-42$1,399,794$206,160$4,909iApproximate average salary by contribution assumption: employee only about $122,714 at 4% or $81,810 at 6%; with 50% employer match about $81,810 at 4% or $54,540 at 6%; with 100% employer match about $61,357 at 4% or $40,905 at 6%.
2005249$3,358,330$631,571$12,889iApproximate average salary by contribution assumption: employee only about $322,230 at 4% or $214,820 at 6%; with 50% employer match about $214,820 at 4% or $143,213 at 6%; with 100% employer match about $161,115 at 4% or $107,410 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-39$2,245,881$401,665$10,299iApproximate average salary by contribution assumption: employee only about $257,478 at 4% or $171,652 at 6%; with 50% employer match about $171,652 at 4% or $114,434 at 6%; with 100% employer match about $128,739 at 4% or $85,826 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-49$1,112,449$229,906$4,692iApproximate average salary by contribution assumption: employee only about $117,299 at 4% or $78,199 at 6%; with 50% employer match about $78,199 at 4% or $52,133 at 6%; with 100% employer match about $58,649 at 4% or $39,100 at 6%.
2004247$2,624,536$593,219$12,622iApproximate average salary by contribution assumption: employee only about $315,542 at 4% or $210,361 at 6%; with 50% employer match about $210,361 at 4% or $140,241 at 6%; with 100% employer match about $157,771 at 4% or $105,181 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-46$1,801,303$372,439$8,097iApproximate average salary by contribution assumption: employee only about $202,413 at 4% or $134,942 at 6%; with 50% employer match about $134,942 at 4% or $89,961 at 6%; with 100% employer match about $101,206 at 4% or $67,471 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-47$823,233$220,780$4,697iApproximate average salary by contribution assumption: employee only about $117,436 at 4% or $78,291 at 6%; with 50% employer match about $78,291 at 4% or $52,194 at 6%; with 100% employer match about $58,718 at 4% or $39,145 at 6%.
2003249$567,758$185,066$3,777iApproximate average salary by contribution assumption: employee only about $94,421 at 4% or $62,948 at 6%; with 50% employer match about $62,948 at 4% or $41,965 at 6%; with 100% employer match about $47,211 at 4% or $31,474 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-49$567,758$185,066$3,777iApproximate average salary by contribution assumption: employee only about $94,421 at 4% or $62,948 at 6%; with 50% employer match about $62,948 at 4% or $41,965 at 6%; with 100% employer match about $47,211 at 4% or $31,474 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-40---
2002242$885,752$324,055$7,716iApproximate average salary by contribution assumption: employee only about $192,890 at 4% or $128,593 at 6%; with 50% employer match about $128,593 at 4% or $85,729 at 6%; with 100% employer match about $96,445 at 4% or $64,297 at 6%.
Stuart Cardiology Group, P.A. 401K Retirement Plan-36$885,752$324,055$9,002iApproximate average salary by contribution assumption: employee only about $225,038 at 4% or $150,025 at 6%; with 50% employer match about $150,025 at 4% or $100,017 at 6%; with 100% employer match about $112,519 at 4% or $75,013 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-42---
2001241$0$0-
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-28---
Stuart Cardiology Group, P.A. 401K Retirement Plan-41---
2000224$0$0-
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-24---
Stuart Cardiology Group, P.A. 401K Retirement Plan-24---
1999114$198,936$98,716$7,051iApproximate average salary by contribution assumption: employee only about $176,279 at 4% or $117,519 at 6%; with 50% employer match about $117,519 at 4% or $78,346 at 6%; with 100% employer match about $88,139 at 4% or $58,760 at 6%.
Stuart Cardiology Group, P.A. Defined Benefit Pension Plan-14$198,936$98,716$7,051iApproximate average salary by contribution assumption: employee only about $176,279 at 4% or $117,519 at 6%; with 50% employer match about $117,519 at 4% or $78,346 at 6%; with 100% employer match about $88,139 at 4% or $58,760 at 6%.