Civic Intelligence

James S. Amontree, M.D., P.A.

Plan context: James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan

EIN 65-0933291 • Punta Gorda, FL • 22 filings • 3 plans

1133 Bal Harbor Blvd #1139, Pmb 149Punta Gorda, FL 33950
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$3,949,845

2021 Contributions

$80,304

Historical Graphs

Total Assets Over Time

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

$3,949,845$1,974,923$0200020112021YearValue
$3,949,845Latest year 2021

Participants Over Time

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

630200020112021YearValue
2Latest year 2021

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
202112$3,949,845$80,304$40,152iApproximate average salary by contribution assumption: employee only about $1,003,800 at 4% or $669,200 at 6%; with 50% employer match about $669,200 at 4% or $446,133 at 6%; with 100% employer match about $501,900 at 4% or $334,600 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-2$3,949,845$80,304$40,152iApproximate average salary by contribution assumption: employee only about $1,003,800 at 4% or $669,200 at 6%; with 50% employer match about $669,200 at 4% or $446,133 at 6%; with 100% employer match about $501,900 at 4% or $334,600 at 6%.
202012$3,452,451$54,657$27,329iApproximate average salary by contribution assumption: employee only about $683,213 at 4% or $455,475 at 6%; with 50% employer match about $455,475 at 4% or $303,650 at 6%; with 100% employer match about $341,606 at 4% or $227,738 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-2$3,452,451$54,657$27,329iApproximate average salary by contribution assumption: employee only about $683,213 at 4% or $455,475 at 6%; with 50% employer match about $455,475 at 4% or $303,650 at 6%; with 100% employer match about $341,606 at 4% or $227,738 at 6%.
201914$3,101,567$53,173$13,293iApproximate average salary by contribution assumption: employee only about $332,331 at 4% or $221,554 at 6%; with 50% employer match about $221,554 at 4% or $147,703 at 6%; with 100% employer match about $166,166 at 4% or $110,777 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$3,101,567$53,173$13,293iApproximate average salary by contribution assumption: employee only about $332,331 at 4% or $221,554 at 6%; with 50% employer match about $221,554 at 4% or $147,703 at 6%; with 100% employer match about $166,166 at 4% or $110,777 at 6%.
201814$2,591,560$97,751$24,438iApproximate average salary by contribution assumption: employee only about $610,944 at 4% or $407,296 at 6%; with 50% employer match about $407,296 at 4% or $271,531 at 6%; with 100% employer match about $305,472 at 4% or $203,648 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$2,591,560$97,751$24,438iApproximate average salary by contribution assumption: employee only about $610,944 at 4% or $407,296 at 6%; with 50% employer match about $407,296 at 4% or $271,531 at 6%; with 100% employer match about $305,472 at 4% or $203,648 at 6%.
201714$2,732,233$58,125$14,531iApproximate average salary by contribution assumption: employee only about $363,281 at 4% or $242,188 at 6%; with 50% employer match about $242,188 at 4% or $161,458 at 6%; with 100% employer match about $181,641 at 4% or $121,094 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$2,732,233$58,125$14,531iApproximate average salary by contribution assumption: employee only about $363,281 at 4% or $242,188 at 6%; with 50% employer match about $242,188 at 4% or $161,458 at 6%; with 100% employer match about $181,641 at 4% or $121,094 at 6%.
201614$2,359,829$105,656$26,414iApproximate average salary by contribution assumption: employee only about $660,350 at 4% or $440,233 at 6%; with 50% employer match about $440,233 at 4% or $293,489 at 6%; with 100% employer match about $330,175 at 4% or $220,117 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$2,359,829$105,656$26,414iApproximate average salary by contribution assumption: employee only about $660,350 at 4% or $440,233 at 6%; with 50% employer match about $440,233 at 4% or $293,489 at 6%; with 100% employer match about $330,175 at 4% or $220,117 at 6%.
201514$2,161,804$103,589$25,897iApproximate average salary by contribution assumption: employee only about $647,431 at 4% or $431,621 at 6%; with 50% employer match about $431,621 at 4% or $287,747 at 6%; with 100% employer match about $323,716 at 4% or $215,810 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$2,161,804$103,589$25,897iApproximate average salary by contribution assumption: employee only about $647,431 at 4% or $431,621 at 6%; with 50% employer match about $431,621 at 4% or $287,747 at 6%; with 100% employer match about $323,716 at 4% or $215,810 at 6%.
201414$2,114,196$58,107$14,527iApproximate average salary by contribution assumption: employee only about $363,169 at 4% or $242,113 at 6%; with 50% employer match about $242,113 at 4% or $161,408 at 6%; with 100% employer match about $181,584 at 4% or $121,056 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$2,114,196$58,107$14,527iApproximate average salary by contribution assumption: employee only about $363,169 at 4% or $242,113 at 6%; with 50% employer match about $242,113 at 4% or $161,408 at 6%; with 100% employer match about $181,584 at 4% or $121,056 at 6%.
201314$1,974,609$53,210$13,303iApproximate average salary by contribution assumption: employee only about $332,563 at 4% or $221,708 at 6%; with 50% employer match about $221,708 at 4% or $147,806 at 6%; with 100% employer match about $166,281 at 4% or $110,854 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$1,974,609$53,210$13,303iApproximate average salary by contribution assumption: employee only about $332,563 at 4% or $221,708 at 6%; with 50% employer match about $221,708 at 4% or $147,806 at 6%; with 100% employer match about $166,281 at 4% or $110,854 at 6%.
201214$1,711,791$50,703$12,676iApproximate average salary by contribution assumption: employee only about $316,894 at 4% or $211,263 at 6%; with 50% employer match about $211,263 at 4% or $140,842 at 6%; with 100% employer match about $158,447 at 4% or $105,631 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$1,711,791$50,703$12,676iApproximate average salary by contribution assumption: employee only about $316,894 at 4% or $211,263 at 6%; with 50% employer match about $211,263 at 4% or $140,842 at 6%; with 100% employer match about $158,447 at 4% or $105,631 at 6%.
201114$1,506,864$79,804$19,951iApproximate average salary by contribution assumption: employee only about $498,775 at 4% or $332,517 at 6%; with 50% employer match about $332,517 at 4% or $221,678 at 6%; with 100% employer match about $249,388 at 4% or $166,258 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$1,506,864$79,804$19,951iApproximate average salary by contribution assumption: employee only about $498,775 at 4% or $332,517 at 6%; with 50% employer match about $332,517 at 4% or $221,678 at 6%; with 100% employer match about $249,388 at 4% or $166,258 at 6%.
201015$1,606,826$86,239$17,248iApproximate average salary by contribution assumption: employee only about $431,195 at 4% or $287,463 at 6%; with 50% employer match about $287,463 at 4% or $191,642 at 6%; with 100% employer match about $215,598 at 4% or $143,732 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-5$1,606,826$86,239$17,248iApproximate average salary by contribution assumption: employee only about $431,195 at 4% or $287,463 at 6%; with 50% employer match about $287,463 at 4% or $191,642 at 6%; with 100% employer match about $215,598 at 4% or $143,732 at 6%.
200915$1,349,330$53,422$10,684iApproximate average salary by contribution assumption: employee only about $267,110 at 4% or $178,073 at 6%; with 50% employer match about $178,073 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-5$1,349,330$53,422$10,684iApproximate average salary by contribution assumption: employee only about $267,110 at 4% or $178,073 at 6%; with 50% employer match about $178,073 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%.
200815$1,018,004$80,916$16,183iApproximate average salary by contribution assumption: employee only about $404,580 at 4% or $269,720 at 6%; with 50% employer match about $269,720 at 4% or $179,813 at 6%; with 100% employer match about $202,290 at 4% or $134,860 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-5$1,018,004$80,916$16,183iApproximate average salary by contribution assumption: employee only about $404,580 at 4% or $269,720 at 6%; with 50% employer match about $269,720 at 4% or $179,813 at 6%; with 100% employer match about $202,290 at 4% or $134,860 at 6%.
200714$0$0-
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4---
200614$1,162,902$64,145$16,036iApproximate average salary by contribution assumption: employee only about $400,906 at 4% or $267,271 at 6%; with 50% employer match about $267,271 at 4% or $178,181 at 6%; with 100% employer match about $200,453 at 4% or $133,635 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$1,162,902$64,145$16,036iApproximate average salary by contribution assumption: employee only about $400,906 at 4% or $267,271 at 6%; with 50% employer match about $267,271 at 4% or $178,181 at 6%; with 100% employer match about $200,453 at 4% or $133,635 at 6%.
200514$985,594$66,061$16,515iApproximate average salary by contribution assumption: employee only about $412,881 at 4% or $275,254 at 6%; with 50% employer match about $275,254 at 4% or $183,503 at 6%; with 100% employer match about $206,441 at 4% or $137,627 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$985,594$66,061$16,515iApproximate average salary by contribution assumption: employee only about $412,881 at 4% or $275,254 at 6%; with 50% employer match about $275,254 at 4% or $183,503 at 6%; with 100% employer match about $206,441 at 4% or $137,627 at 6%.
200416$839,156$69,831$11,639iApproximate average salary by contribution assumption: employee only about $290,963 at 4% or $193,975 at 6%; with 50% employer match about $193,975 at 4% or $129,317 at 6%; with 100% employer match about $145,481 at 4% or $96,988 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-6$839,156$69,831$11,639iApproximate average salary by contribution assumption: employee only about $290,963 at 4% or $193,975 at 6%; with 50% employer match about $193,975 at 4% or $129,317 at 6%; with 100% employer match about $145,481 at 4% or $96,988 at 6%.
200315$690,250$519,401$103,880iApproximate average salary by contribution assumption: employee only about $2,597,005 at 4% or $1,731,337 at 6%; with 50% employer match about $1,731,337 at 4% or $1,154,224 at 6%; with 100% employer match about $1,298,503 at 4% or $865,668 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-5$690,250$519,401$103,880iApproximate average salary by contribution assumption: employee only about $2,597,005 at 4% or $1,731,337 at 6%; with 50% employer match about $1,731,337 at 4% or $1,154,224 at 6%; with 100% employer match about $1,298,503 at 4% or $865,668 at 6%.
200214$102,153$60,518$15,130iApproximate average salary by contribution assumption: employee only about $378,238 at 4% or $252,158 at 6%; with 50% employer match about $252,158 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,079 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-4$102,153$60,518$15,130iApproximate average salary by contribution assumption: employee only about $378,238 at 4% or $252,158 at 6%; with 50% employer match about $252,158 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,079 at 6%.
200113$51,153$27,494$9,165iApproximate average salary by contribution assumption: employee only about $229,117 at 4% or $152,744 at 6%; with 50% employer match about $152,744 at 4% or $101,830 at 6%; with 100% employer match about $114,558 at 4% or $76,372 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-3$51,153$27,494$9,165iApproximate average salary by contribution assumption: employee only about $229,117 at 4% or $152,744 at 6%; with 50% employer match about $152,744 at 4% or $101,830 at 6%; with 100% employer match about $114,558 at 4% or $76,372 at 6%.
200013$25,593$29,490$9,830iApproximate average salary by contribution assumption: employee only about $245,750 at 4% or $163,833 at 6%; with 50% employer match about $163,833 at 4% or $109,222 at 6%; with 100% employer match about $122,875 at 4% or $81,917 at 6%.
James S. Amontree, M.D., P.A. Employee 401(K) Profit Sharing Plan-3$25,593$29,490$9,830iApproximate average salary by contribution assumption: employee only about $245,750 at 4% or $163,833 at 6%; with 50% employer match about $163,833 at 4% or $109,222 at 6%; with 100% employer match about $122,875 at 4% or $81,917 at 6%.