SOUTHWEST FLORIDA MEDICAL EXAM
Plan context: SOUTHWEST FLORIDA MEDICAL EXAM 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-3306721 • Port Charlotte, FL • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$118,671
2025 Contributions
$58,152
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $118,671 | $58,152 | $11,630iApproximate average salary by contribution assumption: employee only about $290,760 at 4% or $193,840 at 6%; with 50% employer match about $193,840 at 4% or $129,227 at 6%; with 100% employer match about $145,380 at 4% or $96,920 at 6%. |
| SOUTHWEST FLORIDA MEDICAL EXAM 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $118,671 | $58,152 | $11,630iApproximate average salary by contribution assumption: employee only about $290,760 at 4% or $193,840 at 6%; with 50% employer match about $193,840 at 4% or $129,227 at 6%; with 100% employer match about $145,380 at 4% or $96,920 at 6%. |
| 2024 | 1 | 4 | $53,066 | $48,329 | $12,082iApproximate average salary by contribution assumption: employee only about $302,056 at 4% or $201,371 at 6%; with 50% employer match about $201,371 at 4% or $134,247 at 6%; with 100% employer match about $151,028 at 4% or $100,685 at 6%. |
| SOUTHWEST FLORIDA MEDICAL EXAM 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $53,066 | $48,329 | $12,082iApproximate average salary by contribution assumption: employee only about $302,056 at 4% or $201,371 at 6%; with 50% employer match about $201,371 at 4% or $134,247 at 6%; with 100% employer match about $151,028 at 4% or $100,685 at 6%. |