Douglas J. Mortellaro, P.A.
Plan context: Mortellaro, Clarke & Company 401(K) Plan
EIN 65-1035689 • Tampa, FL • 3 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$35,063
2017 Contributions
$15,373
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Mortellaro, Clarke & Company 401(K) Plan | - | 0 | $0 | $0 | - |
| 2016 | 1 | 3 | $35,063 | $15,373 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,406 at 6%; with 50% employer match about $85,406 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| Mortellaro, Clarke & Company 401(K) Plan | - | 3 | $35,063 | $15,373 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,406 at 6%; with 50% employer match about $85,406 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| 2015 | 1 | 4 | $20,223 | $20,981 | $5,245iApproximate average salary by contribution assumption: employee only about $131,131 at 4% or $87,421 at 6%; with 50% employer match about $87,421 at 4% or $58,281 at 6%; with 100% employer match about $65,566 at 4% or $43,710 at 6%. |
| Mortellaro, Clarke & Company 401(K) Plan | - | 4 | $20,223 | $20,981 | $5,245iApproximate average salary by contribution assumption: employee only about $131,131 at 4% or $87,421 at 6%; with 50% employer match about $87,421 at 4% or $58,281 at 6%; with 100% employer match about $65,566 at 4% or $43,710 at 6%. |