Civic Intelligence

Neil B. Zusman, M.D., P.A.

Plan context: Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan

EIN 65-0893639 • Port Charlotte, FL • 23 filings • 4 plans

3430A Tamiami Trl # APort Charlotte, FL 33952-8127
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$353,044

2024 Contributions

$108,139

Historical Graphs

Total Assets Over Time

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

$3,861,708$1,930,854$0200220132024YearValue
$353,044Latest year 2024

Participants Over Time

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

1260200220132024YearValue
4Latest 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
202414$353,044$108,139$27,035iApproximate average salary by contribution assumption: employee only about $675,869 at 4% or $450,579 at 6%; with 50% employer match about $450,579 at 4% or $300,386 at 6%; with 100% employer match about $337,934 at 4% or $225,290 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-4$353,044$108,139$27,035iApproximate average salary by contribution assumption: employee only about $675,869 at 4% or $450,579 at 6%; with 50% employer match about $450,579 at 4% or $300,386 at 6%; with 100% employer match about $337,934 at 4% or $225,290 at 6%.
2023110$323,636$109,671$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$323,636$109,671$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
2022112$229,295$127,185$10,599iApproximate average salary by contribution assumption: employee only about $264,969 at 4% or $176,646 at 6%; with 50% employer match about $176,646 at 4% or $117,764 at 6%; with 100% employer match about $132,484 at 4% or $88,323 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-12$229,295$127,185$10,599iApproximate average salary by contribution assumption: employee only about $264,969 at 4% or $176,646 at 6%; with 50% employer match about $176,646 at 4% or $117,764 at 6%; with 100% employer match about $132,484 at 4% or $88,323 at 6%.
2021110$3,861,708$85,834$8,583iApproximate average salary by contribution assumption: employee only about $214,585 at 4% or $143,057 at 6%; with 50% employer match about $143,057 at 4% or $95,371 at 6%; with 100% employer match about $107,293 at 4% or $71,528 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$3,861,708$85,834$8,583iApproximate average salary by contribution assumption: employee only about $214,585 at 4% or $143,057 at 6%; with 50% employer match about $143,057 at 4% or $95,371 at 6%; with 100% employer match about $107,293 at 4% or $71,528 at 6%.
2020110$3,503,506$82,658$8,266iApproximate average salary by contribution assumption: employee only about $206,645 at 4% or $137,763 at 6%; with 50% employer match about $137,763 at 4% or $91,842 at 6%; with 100% employer match about $103,322 at 4% or $68,882 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$3,503,506$82,658$8,266iApproximate average salary by contribution assumption: employee only about $206,645 at 4% or $137,763 at 6%; with 50% employer match about $137,763 at 4% or $91,842 at 6%; with 100% employer match about $103,322 at 4% or $68,882 at 6%.
2019111$3,062,051$86,433$7,858iApproximate average salary by contribution assumption: employee only about $196,439 at 4% or $130,959 at 6%; with 50% employer match about $130,959 at 4% or $87,306 at 6%; with 100% employer match about $98,219 at 4% or $65,480 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-11$3,062,051$86,433$7,858iApproximate average salary by contribution assumption: employee only about $196,439 at 4% or $130,959 at 6%; with 50% employer match about $130,959 at 4% or $87,306 at 6%; with 100% employer match about $98,219 at 4% or $65,480 at 6%.
2018110$2,429,471$84,609$8,461iApproximate average salary by contribution assumption: employee only about $211,523 at 4% or $141,015 at 6%; with 50% employer match about $141,015 at 4% or $94,010 at 6%; with 100% employer match about $105,761 at 4% or $70,508 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$2,429,471$84,609$8,461iApproximate average salary by contribution assumption: employee only about $211,523 at 4% or $141,015 at 6%; with 50% employer match about $141,015 at 4% or $94,010 at 6%; with 100% employer match about $105,761 at 4% or $70,508 at 6%.
2017110$2,870,562$1,338,150$133,815iApproximate average salary by contribution assumption: employee only about $3,345,375 at 4% or $2,230,250 at 6%; with 50% employer match about $2,230,250 at 4% or $1,486,833 at 6%; with 100% employer match about $1,672,688 at 4% or $1,115,125 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$2,870,562$1,338,150$133,815iApproximate average salary by contribution assumption: employee only about $3,345,375 at 4% or $2,230,250 at 6%; with 50% employer match about $2,230,250 at 4% or $1,486,833 at 6%; with 100% employer match about $1,672,688 at 4% or $1,115,125 at 6%.
2016111$1,283,021$92,166$8,379iApproximate average salary by contribution assumption: employee only about $209,468 at 4% or $139,645 at 6%; with 50% employer match about $139,645 at 4% or $93,097 at 6%; with 100% employer match about $104,734 at 4% or $69,823 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-11$1,283,021$92,166$8,379iApproximate average salary by contribution assumption: employee only about $209,468 at 4% or $139,645 at 6%; with 50% employer match about $139,645 at 4% or $93,097 at 6%; with 100% employer match about $104,734 at 4% or $69,823 at 6%.
201519$1,081,359$91,820$10,202iApproximate average salary by contribution assumption: employee only about $255,056 at 4% or $170,037 at 6%; with 50% employer match about $170,037 at 4% or $113,358 at 6%; with 100% employer match about $127,528 at 4% or $85,019 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-9$1,081,359$91,820$10,202iApproximate average salary by contribution assumption: employee only about $255,056 at 4% or $170,037 at 6%; with 50% employer match about $170,037 at 4% or $113,358 at 6%; with 100% employer match about $127,528 at 4% or $85,019 at 6%.
2014110$1,051,542$89,946$8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$1,051,542$89,946$8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%.
2013110$971,055$87,866$8,787iApproximate average salary by contribution assumption: employee only about $219,665 at 4% or $146,443 at 6%; with 50% employer match about $146,443 at 4% or $97,629 at 6%; with 100% employer match about $109,833 at 4% or $73,222 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$971,055$87,866$8,787iApproximate average salary by contribution assumption: employee only about $219,665 at 4% or $146,443 at 6%; with 50% employer match about $146,443 at 4% or $97,629 at 6%; with 100% employer match about $109,833 at 4% or $73,222 at 6%.
2012111$696,561$89,226$8,111iApproximate average salary by contribution assumption: employee only about $202,786 at 4% or $135,191 at 6%; with 50% employer match about $135,191 at 4% or $90,127 at 6%; with 100% employer match about $101,393 at 4% or $67,595 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-11$696,561$89,226$8,111iApproximate average salary by contribution assumption: employee only about $202,786 at 4% or $135,191 at 6%; with 50% employer match about $135,191 at 4% or $90,127 at 6%; with 100% employer match about $101,393 at 4% or $67,595 at 6%.
2011111$534,861$84,400$7,673iApproximate average salary by contribution assumption: employee only about $191,818 at 4% or $127,879 at 6%; with 50% employer match about $127,879 at 4% or $85,253 at 6%; with 100% employer match about $95,909 at 4% or $63,939 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-11$534,861$84,400$7,673iApproximate average salary by contribution assumption: employee only about $191,818 at 4% or $127,879 at 6%; with 50% employer match about $127,879 at 4% or $85,253 at 6%; with 100% employer match about $95,909 at 4% or $63,939 at 6%.
2010110$476,823$76,161$7,616iApproximate average salary by contribution assumption: employee only about $190,403 at 4% or $126,935 at 6%; with 50% employer match about $126,935 at 4% or $84,623 at 6%; with 100% employer match about $95,201 at 4% or $63,468 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$476,823$76,161$7,616iApproximate average salary by contribution assumption: employee only about $190,403 at 4% or $126,935 at 6%; with 50% employer match about $126,935 at 4% or $84,623 at 6%; with 100% employer match about $95,201 at 4% or $63,468 at 6%.
200919$363,335$62,634$6,959iApproximate average salary by contribution assumption: employee only about $173,983 at 4% or $115,989 at 6%; with 50% employer match about $115,989 at 4% or $77,326 at 6%; with 100% employer match about $86,992 at 4% or $57,994 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-9$363,335$62,634$6,959iApproximate average salary by contribution assumption: employee only about $173,983 at 4% or $115,989 at 6%; with 50% employer match about $115,989 at 4% or $77,326 at 6%; with 100% employer match about $86,992 at 4% or $57,994 at 6%.
200818$241,613$58,137$7,267iApproximate average salary by contribution assumption: employee only about $181,678 at 4% or $121,119 at 6%; with 50% employer match about $121,119 at 4% or $80,746 at 6%; with 100% employer match about $90,839 at 4% or $60,559 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-8$241,613$58,137$7,267iApproximate average salary by contribution assumption: employee only about $181,678 at 4% or $121,119 at 6%; with 50% employer match about $121,119 at 4% or $80,746 at 6%; with 100% employer match about $90,839 at 4% or $60,559 at 6%.
200719$281,456$48,514$5,390iApproximate average salary by contribution assumption: employee only about $134,761 at 4% or $89,841 at 6%; with 50% employer match about $89,841 at 4% or $59,894 at 6%; with 100% employer match about $67,381 at 4% or $44,920 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-9$281,456$48,514$5,390iApproximate average salary by contribution assumption: employee only about $134,761 at 4% or $89,841 at 6%; with 50% employer match about $89,841 at 4% or $59,894 at 6%; with 100% employer match about $67,381 at 4% or $44,920 at 6%.
200619$229,757$46,875$5,208iApproximate average salary by contribution assumption: employee only about $130,208 at 4% or $86,806 at 6%; with 50% employer match about $86,806 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,403 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-9$229,757$46,875$5,208iApproximate average salary by contribution assumption: employee only about $130,208 at 4% or $86,806 at 6%; with 50% employer match about $86,806 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,403 at 6%.
2005110$170,193$44,363$4,436iApproximate average salary by contribution assumption: employee only about $110,908 at 4% or $73,938 at 6%; with 50% employer match about $73,938 at 4% or $49,292 at 6%; with 100% employer match about $55,454 at 4% or $36,969 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-10$170,193$44,363$4,436iApproximate average salary by contribution assumption: employee only about $110,908 at 4% or $73,938 at 6%; with 50% employer match about $73,938 at 4% or $49,292 at 6%; with 100% employer match about $55,454 at 4% or $36,969 at 6%.
200418$122,600$42,065$5,258iApproximate average salary by contribution assumption: employee only about $131,453 at 4% or $87,635 at 6%; with 50% employer match about $87,635 at 4% or $58,424 at 6%; with 100% employer match about $65,727 at 4% or $43,818 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-8$122,600$42,065$5,258iApproximate average salary by contribution assumption: employee only about $131,453 at 4% or $87,635 at 6%; with 50% employer match about $87,635 at 4% or $58,424 at 6%; with 100% employer match about $65,727 at 4% or $43,818 at 6%.
200319$75,166$39,283$4,365iApproximate average salary by contribution assumption: employee only about $109,119 at 4% or $72,746 at 6%; with 50% employer match about $72,746 at 4% or $48,498 at 6%; with 100% employer match about $54,560 at 4% or $36,373 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-9$75,166$39,283$4,365iApproximate average salary by contribution assumption: employee only about $109,119 at 4% or $72,746 at 6%; with 50% employer match about $72,746 at 4% or $48,498 at 6%; with 100% employer match about $54,560 at 4% or $36,373 at 6%.
200217$33,145$33,148$4,735iApproximate average salary by contribution assumption: employee only about $118,386 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%.
Neil B. Zusman, M.D., P.A. 401(K) Profit Sharing Plan-7$33,145$33,148$4,735iApproximate average salary by contribution assumption: employee only about $118,386 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%.