Civic Intelligence

Steven T. Wittmer, Pa

Plan context: Steven T. Wittmer, Pa 401(K) Profit Sharing Plan

EIN 65-0842381 • Sarasota, FL • 21 filings • 3 plans

2014 Fourth StreetSarasota, FL 34237
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,231,516

2024 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$2,301,794$1,150,897$0200020062024YearValue
$1,231,516Latest year 2024

Participants Over Time

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

840200020062024YearValue
2Latest 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
202412$1,231,516$0-
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-2$1,231,516--
202312$1,212,104$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-2$1,212,104$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202218$2,301,794$130,311$16,289iApproximate average salary by contribution assumption: employee only about $407,222 at 4% or $271,481 at 6%; with 50% employer match about $271,481 at 4% or $180,988 at 6%; with 100% employer match about $203,611 at 4% or $135,741 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-8$2,301,794$130,311$16,289iApproximate average salary by contribution assumption: employee only about $407,222 at 4% or $271,481 at 6%; with 50% employer match about $271,481 at 4% or $180,988 at 6%; with 100% employer match about $203,611 at 4% or $135,741 at 6%.
200916$316,336$63,158$10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-6$316,336$63,158$10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%.
200826$836,042$164,589$27,432iApproximate average salary by contribution assumption: employee only about $685,788 at 4% or $457,192 at 6%; with 50% employer match about $457,192 at 4% or $304,794 at 6%; with 100% employer match about $342,894 at 4% or $228,596 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-6$589,905$126,199$21,033iApproximate average salary by contribution assumption: employee only about $525,829 at 4% or $350,553 at 6%; with 50% employer match about $350,553 at 4% or $233,702 at 6%; with 100% employer match about $262,915 at 4% or $175,276 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-5$246,137$38,390$7,678iApproximate average salary by contribution assumption: employee only about $191,950 at 4% or $127,967 at 6%; with 50% employer match about $127,967 at 4% or $85,311 at 6%; with 100% employer match about $95,975 at 4% or $63,983 at 6%.
200726$703,660$109,288$18,215iApproximate average salary by contribution assumption: employee only about $455,367 at 4% or $303,578 at 6%; with 50% employer match about $303,578 at 4% or $202,385 at 6%; with 100% employer match about $227,683 at 4% or $151,789 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-6$703,660$109,288$18,215iApproximate average salary by contribution assumption: employee only about $455,367 at 4% or $303,578 at 6%; with 50% employer match about $303,578 at 4% or $202,385 at 6%; with 100% employer match about $227,683 at 4% or $151,789 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-4---
200625$727,555$126,559$25,312iApproximate average salary by contribution assumption: employee only about $632,795 at 4% or $421,863 at 6%; with 50% employer match about $421,863 at 4% or $281,242 at 6%; with 100% employer match about $316,398 at 4% or $210,932 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-5$565,433$96,482$19,296iApproximate average salary by contribution assumption: employee only about $482,410 at 4% or $321,607 at 6%; with 50% employer match about $321,607 at 4% or $214,404 at 6%; with 100% employer match about $241,205 at 4% or $160,803 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-5$162,122$30,077$6,015iApproximate average salary by contribution assumption: employee only about $150,385 at 4% or $100,257 at 6%; with 50% employer match about $100,257 at 4% or $66,838 at 6%; with 100% employer match about $75,193 at 4% or $50,128 at 6%.
200524$574,727$116,898$29,225iApproximate average salary by contribution assumption: employee only about $730,613 at 4% or $487,075 at 6%; with 50% employer match about $487,075 at 4% or $324,717 at 6%; with 100% employer match about $365,306 at 4% or $243,538 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-4$435,784$92,159$23,040iApproximate average salary by contribution assumption: employee only about $575,994 at 4% or $383,996 at 6%; with 50% employer match about $383,996 at 4% or $255,997 at 6%; with 100% employer match about $287,997 at 4% or $191,998 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-2$138,943$24,739$12,370iApproximate average salary by contribution assumption: employee only about $309,238 at 4% or $206,158 at 6%; with 50% employer match about $206,158 at 4% or $137,439 at 6%; with 100% employer match about $154,619 at 4% or $103,079 at 6%.
200425$477,782$121,450$24,290iApproximate average salary by contribution assumption: employee only about $607,250 at 4% or $404,833 at 6%; with 50% employer match about $404,833 at 4% or $269,889 at 6%; with 100% employer match about $303,625 at 4% or $202,417 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-5$367,091$93,909$18,782iApproximate average salary by contribution assumption: employee only about $469,545 at 4% or $313,030 at 6%; with 50% employer match about $313,030 at 4% or $208,687 at 6%; with 100% employer match about $234,773 at 4% or $156,515 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-3$110,691$27,541$9,180iApproximate average salary by contribution assumption: employee only about $229,508 at 4% or $153,006 at 6%; with 50% employer match about $153,006 at 4% or $102,004 at 6%; with 100% employer match about $114,754 at 4% or $76,503 at 6%.
200324$320,460$89,022$22,256iApproximate average salary by contribution assumption: employee only about $556,388 at 4% or $370,925 at 6%; with 50% employer match about $370,925 at 4% or $247,283 at 6%; with 100% employer match about $278,194 at 4% or $185,463 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-4$240,474$61,481$15,370iApproximate average salary by contribution assumption: employee only about $384,256 at 4% or $256,171 at 6%; with 50% employer match about $256,171 at 4% or $170,781 at 6%; with 100% employer match about $192,128 at 4% or $128,085 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-3$79,986$27,541$9,180iApproximate average salary by contribution assumption: employee only about $229,508 at 4% or $153,006 at 6%; with 50% employer match about $153,006 at 4% or $102,004 at 6%; with 100% employer match about $114,754 at 4% or $76,503 at 6%.
200224$192,507$91,893$22,973iApproximate average salary by contribution assumption: employee only about $574,331 at 4% or $382,888 at 6%; with 50% employer match about $382,888 at 4% or $255,258 at 6%; with 100% employer match about $287,166 at 4% or $191,444 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-4$141,277$64,352$16,088iApproximate average salary by contribution assumption: employee only about $402,200 at 4% or $268,133 at 6%; with 50% employer match about $268,133 at 4% or $178,756 at 6%; with 100% employer match about $201,100 at 4% or $134,067 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-3$51,230$27,541$9,180iApproximate average salary by contribution assumption: employee only about $229,508 at 4% or $153,006 at 6%; with 50% employer match about $153,006 at 4% or $102,004 at 6%; with 100% employer match about $114,754 at 4% or $76,503 at 6%.
200123$126,739$58,737$19,579iApproximate average salary by contribution assumption: employee only about $489,475 at 4% or $326,317 at 6%; with 50% employer match about $326,317 at 4% or $217,544 at 6%; with 100% employer match about $244,738 at 4% or $163,158 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-3$103,740$35,738$11,913iApproximate average salary by contribution assumption: employee only about $297,817 at 4% or $198,544 at 6%; with 50% employer match about $198,544 at 4% or $132,363 at 6%; with 100% employer match about $148,908 at 4% or $99,272 at 6%.
Steven T. Wittmer, P.A. Defined Benefit Plan-3$22,999$22,999$7,666iApproximate average salary by contribution assumption: employee only about $191,658 at 4% or $127,772 at 6%; with 50% employer match about $127,772 at 4% or $85,181 at 6%; with 100% employer match about $95,829 at 4% or $63,886 at 6%.
200012$78,089$22,639$11,320iApproximate average salary by contribution assumption: employee only about $282,988 at 4% or $188,658 at 6%; with 50% employer match about $188,658 at 4% or $125,772 at 6%; with 100% employer match about $141,494 at 4% or $94,329 at 6%.
Steven T. Wittmer, Pa 401(K) Profit Sharing Plan-2$78,089$22,639$11,320iApproximate average salary by contribution assumption: employee only about $282,988 at 4% or $188,658 at 6%; with 50% employer match about $188,658 at 4% or $125,772 at 6%; with 100% employer match about $141,494 at 4% or $94,329 at 6%.