Civic Intelligence

Richard a. Schurr, P.A.

Plan context: RICHARD A. SCHURR, P.A. CASH BALANCE PLAN

EIN 65-0772919 • Coral Gables, FL • 20 filings • 2 plans

100 Almeria AvenueSuite 340Coral Gables, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,708,997

2024 Contributions

$236,258

Historical Graphs

Total Assets Over Time

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

$2,708,997$1,354,499$0201520202024YearValue
$2,708,997Latest year 2024

Participants Over Time

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

840201520202024YearValue
6Latest 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
202426$2,708,997$236,258$39,376iApproximate average salary by contribution assumption: employee only about $984,408 at 4% or $656,272 at 6%; with 50% employer match about $656,272 at 4% or $437,515 at 6%; with 100% employer match about $492,204 at 4% or $328,136 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-5$1,778,655$162,028$32,406iApproximate average salary by contribution assumption: employee only about $810,140 at 4% or $540,093 at 6%; with 50% employer match about $540,093 at 4% or $360,062 at 6%; with 100% employer match about $405,070 at 4% or $270,047 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-6$930,342$74,230$12,372iApproximate average salary by contribution assumption: employee only about $309,292 at 4% or $206,194 at 6%; with 50% employer match about $206,194 at 4% or $137,463 at 6%; with 100% employer match about $154,646 at 4% or $103,097 at 6%.
202327$2,244,706$260,318$37,188iApproximate average salary by contribution assumption: employee only about $929,707 at 4% or $619,805 at 6%; with 50% employer match about $619,805 at 4% or $413,203 at 6%; with 100% employer match about $464,854 at 4% or $309,902 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-6$1,513,151$169,746$28,291iApproximate average salary by contribution assumption: employee only about $707,275 at 4% or $471,517 at 6%; with 50% employer match about $471,517 at 4% or $314,344 at 6%; with 100% employer match about $353,638 at 4% or $235,758 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-7$731,555$90,572$12,939iApproximate average salary by contribution assumption: employee only about $323,471 at 4% or $215,648 at 6%; with 50% employer match about $215,648 at 4% or $143,765 at 6%; with 100% employer match about $161,736 at 4% or $107,824 at 6%.
202228$1,825,915$279,178$34,897iApproximate average salary by contribution assumption: employee only about $872,431 at 4% or $581,621 at 6%; with 50% employer match about $581,621 at 4% or $387,747 at 6%; with 100% employer match about $436,216 at 4% or $290,810 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-8$1,224,709$170,428$21,304iApproximate average salary by contribution assumption: employee only about $532,588 at 4% or $355,058 at 6%; with 50% employer match about $355,058 at 4% or $236,706 at 6%; with 100% employer match about $266,294 at 4% or $177,529 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-7$601,206$108,750$15,536iApproximate average salary by contribution assumption: employee only about $388,393 at 4% or $258,929 at 6%; with 50% employer match about $258,929 at 4% or $172,619 at 6%; with 100% employer match about $194,196 at 4% or $129,464 at 6%.
202127$1,837,859$254,246$36,321iApproximate average salary by contribution assumption: employee only about $908,021 at 4% or $605,348 at 6%; with 50% employer match about $605,348 at 4% or $403,565 at 6%; with 100% employer match about $454,011 at 4% or $302,674 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-7$1,213,095$164,867$23,552iApproximate average salary by contribution assumption: employee only about $588,811 at 4% or $392,540 at 6%; with 50% employer match about $392,540 at 4% or $261,694 at 6%; with 100% employer match about $294,405 at 4% or $196,270 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-7$624,764$89,379$12,768iApproximate average salary by contribution assumption: employee only about $319,211 at 4% or $212,807 at 6%; with 50% employer match about $212,807 at 4% or $141,871 at 6%; with 100% employer match about $159,605 at 4% or $106,404 at 6%.
202027$1,431,447$235,619$33,660iApproximate average salary by contribution assumption: employee only about $841,496 at 4% or $560,998 at 6%; with 50% employer match about $560,998 at 4% or $373,998 at 6%; with 100% employer match about $420,748 at 4% or $280,499 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-7$978,698$163,105$23,301iApproximate average salary by contribution assumption: employee only about $582,518 at 4% or $388,345 at 6%; with 50% employer match about $388,345 at 4% or $258,897 at 6%; with 100% employer match about $291,259 at 4% or $194,173 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-6$452,749$72,514$12,086iApproximate average salary by contribution assumption: employee only about $302,142 at 4% or $201,428 at 6%; with 50% employer match about $201,428 at 4% or $134,285 at 6%; with 100% employer match about $151,071 at 4% or $100,714 at 6%.
201925$1,080,681$212,373$42,475iApproximate average salary by contribution assumption: employee only about $1,061,865 at 4% or $707,910 at 6%; with 50% employer match about $707,910 at 4% or $471,940 at 6%; with 100% employer match about $530,933 at 4% or $353,955 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-5$748,936$160,389$32,078iApproximate average salary by contribution assumption: employee only about $801,945 at 4% or $534,630 at 6%; with 50% employer match about $534,630 at 4% or $356,420 at 6%; with 100% employer match about $400,973 at 4% or $267,315 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-5$331,745$51,984$10,397iApproximate average salary by contribution assumption: employee only about $259,920 at 4% or $173,280 at 6%; with 50% employer match about $173,280 at 4% or $115,520 at 6%; with 100% employer match about $129,960 at 4% or $86,640 at 6%.
201826$749,530$217,615$36,269iApproximate average salary by contribution assumption: employee only about $906,729 at 4% or $604,486 at 6%; with 50% employer match about $604,486 at 4% or $402,991 at 6%; with 100% employer match about $453,365 at 4% or $302,243 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-5$519,667$161,855$32,371iApproximate average salary by contribution assumption: employee only about $809,275 at 4% or $539,517 at 6%; with 50% employer match about $539,517 at 4% or $359,678 at 6%; with 100% employer match about $404,638 at 4% or $269,758 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-6$229,863$55,760$9,293iApproximate average salary by contribution assumption: employee only about $232,333 at 4% or $154,889 at 6%; with 50% employer match about $154,889 at 4% or $103,259 at 6%; with 100% employer match about $116,167 at 4% or $77,444 at 6%.
201726$583,034$225,968$37,661iApproximate average salary by contribution assumption: employee only about $941,533 at 4% or $627,689 at 6%; with 50% employer match about $627,689 at 4% or $418,459 at 6%; with 100% employer match about $470,767 at 4% or $313,844 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-5$374,789$163,133$32,627iApproximate average salary by contribution assumption: employee only about $815,665 at 4% or $543,777 at 6%; with 50% employer match about $543,777 at 4% or $362,518 at 6%; with 100% employer match about $407,833 at 4% or $271,888 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-6$208,245$62,835$10,473iApproximate average salary by contribution assumption: employee only about $261,813 at 4% or $174,542 at 6%; with 50% employer match about $174,542 at 4% or $116,361 at 6%; with 100% employer match about $130,906 at 4% or $87,271 at 6%.
201624$315,236$201,048$50,262iApproximate average salary by contribution assumption: employee only about $1,256,550 at 4% or $837,700 at 6%; with 50% employer match about $837,700 at 4% or $558,467 at 6%; with 100% employer match about $628,275 at 4% or $418,850 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-3$193,716$148,015$49,338iApproximate average salary by contribution assumption: employee only about $1,233,458 at 4% or $822,306 at 6%; with 50% employer match about $822,306 at 4% or $548,204 at 6%; with 100% employer match about $616,729 at 4% or $411,153 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-4$121,520$53,033$13,258iApproximate average salary by contribution assumption: employee only about $331,456 at 4% or $220,971 at 6%; with 50% employer match about $220,971 at 4% or $147,314 at 6%; with 100% employer match about $165,728 at 4% or $110,485 at 6%.
201523$105,033$105,946$35,315iApproximate average salary by contribution assumption: employee only about $882,883 at 4% or $588,589 at 6%; with 50% employer match about $588,589 at 4% or $392,393 at 6%; with 100% employer match about $441,442 at 4% or $294,294 at 6%.
Richard a. Schurr, P.A. 401(K) Profit Sharing Plan-3$61,923$62,836$20,945iApproximate average salary by contribution assumption: employee only about $523,633 at 4% or $349,089 at 6%; with 50% employer match about $349,089 at 4% or $232,726 at 6%; with 100% employer match about $261,817 at 4% or $174,544 at 6%.
RICHARD A. SCHURR, P.A. CASH BALANCE PLAN-2$43,110$43,110$21,555iApproximate average salary by contribution assumption: employee only about $538,875 at 4% or $359,250 at 6%; with 50% employer match about $359,250 at 4% or $239,500 at 6%; with 100% employer match about $269,438 at 4% or $179,625 at 6%.