Civic Intelligence

Sergio M. Zamora, M.D. PLC

Plan context: SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN

EIN 01-0691514 • Daytona Beach, FL • 27 filings • 2 plans

1890 Lpga Blvd., Suite 150Daytona Beach, FL 32117
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$6,068,472

2025 Contributions

$78,187

Historical Graphs

Total Assets Over Time

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

$6,068,472$3,034,236$0201220182024YearValue
$6,068,472Latest year 2024

Participants Over Time

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

740201220182024YearValue
7Latest 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
202510$0$78,187-
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-0$0$78,187-
202427$6,068,472$97,038$13,863iApproximate average salary by contribution assumption: employee only about $346,564 at 4% or $231,043 at 6%; with 50% employer match about $231,043 at 4% or $154,029 at 6%; with 100% employer match about $173,282 at 4% or $115,521 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$3,298,441$0-
Sergio M. Zamora, M.D. 401(K) Plan-7$2,770,031$97,038$13,863iApproximate average salary by contribution assumption: employee only about $346,564 at 4% or $231,043 at 6%; with 50% employer match about $231,043 at 4% or $154,029 at 6%; with 100% employer match about $173,282 at 4% or $115,521 at 6%.
202327$5,328,887$195,036$27,862iApproximate average salary by contribution assumption: employee only about $696,557 at 4% or $464,371 at 6%; with 50% employer match about $464,371 at 4% or $309,581 at 6%; with 100% employer match about $348,279 at 4% or $232,186 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$2,944,664$85,930$12,276iApproximate average salary by contribution assumption: employee only about $306,893 at 4% or $204,595 at 6%; with 50% employer match about $204,595 at 4% or $136,397 at 6%; with 100% employer match about $153,446 at 4% or $102,298 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$2,384,223$109,106$15,587iApproximate average salary by contribution assumption: employee only about $389,664 at 4% or $259,776 at 6%; with 50% employer match about $259,776 at 4% or $173,184 at 6%; with 100% employer match about $194,832 at 4% or $129,888 at 6%.
202227$4,713,301$352,052$50,293iApproximate average salary by contribution assumption: employee only about $1,257,329 at 4% or $838,219 at 6%; with 50% employer match about $838,219 at 4% or $558,813 at 6%; with 100% employer match about $628,664 at 4% or $419,110 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$2,535,552$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$2,177,749$102,052$14,579iApproximate average salary by contribution assumption: employee only about $364,471 at 4% or $242,981 at 6%; with 50% employer match about $242,981 at 4% or $161,987 at 6%; with 100% employer match about $182,236 at 4% or $121,490 at 6%.
202127$5,081,273$313,900$44,843iApproximate average salary by contribution assumption: employee only about $1,121,071 at 4% or $747,381 at 6%; with 50% employer match about $747,381 at 4% or $498,254 at 6%; with 100% employer match about $560,536 at 4% or $373,690 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$2,586,521$208,052$29,722iApproximate average salary by contribution assumption: employee only about $743,043 at 4% or $495,362 at 6%; with 50% employer match about $495,362 at 4% or $330,241 at 6%; with 100% employer match about $371,521 at 4% or $247,681 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$2,494,752$105,848$15,121iApproximate average salary by contribution assumption: employee only about $378,029 at 4% or $252,019 at 6%; with 50% employer match about $252,019 at 4% or $168,013 at 6%; with 100% employer match about $189,014 at 4% or $126,010 at 6%.
202027$4,193,116$320,793$45,828iApproximate average salary by contribution assumption: employee only about $1,145,689 at 4% or $763,793 at 6%; with 50% employer match about $763,793 at 4% or $509,195 at 6%; with 100% employer match about $572,845 at 4% or $381,896 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$2,113,855$208,185$29,741iApproximate average salary by contribution assumption: employee only about $743,518 at 4% or $495,679 at 6%; with 50% employer match about $495,679 at 4% or $330,452 at 6%; with 100% employer match about $371,759 at 4% or $247,839 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$2,079,261$112,608$16,087iApproximate average salary by contribution assumption: employee only about $402,171 at 4% or $268,114 at 6%; with 50% employer match about $268,114 at 4% or $178,743 at 6%; with 100% employer match about $201,086 at 4% or $134,057 at 6%.
201927$3,508,415$355,266$50,752iApproximate average salary by contribution assumption: employee only about $1,268,807 at 4% or $845,871 at 6%; with 50% employer match about $845,871 at 4% or $563,914 at 6%; with 100% employer match about $634,404 at 4% or $422,936 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$1,781,481$234,306$33,472iApproximate average salary by contribution assumption: employee only about $836,807 at 4% or $557,871 at 6%; with 50% employer match about $557,871 at 4% or $371,914 at 6%; with 100% employer match about $418,404 at 4% or $278,936 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$1,726,934$120,960$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
201827$2,689,178$443,938$63,420iApproximate average salary by contribution assumption: employee only about $1,585,493 at 4% or $1,056,995 at 6%; with 50% employer match about $1,056,995 at 4% or $704,663 at 6%; with 100% employer match about $792,746 at 4% or $528,498 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$1,349,673$320,592$45,799iApproximate average salary by contribution assumption: employee only about $1,144,971 at 4% or $763,314 at 6%; with 50% employer match about $763,314 at 4% or $508,876 at 6%; with 100% employer match about $572,486 at 4% or $381,657 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$1,339,505$123,346$17,621iApproximate average salary by contribution assumption: employee only about $440,521 at 4% or $293,681 at 6%; with 50% employer match about $293,681 at 4% or $195,787 at 6%; with 100% employer match about $220,261 at 4% or $146,840 at 6%.
201727$2,370,728$245,035$35,005iApproximate average salary by contribution assumption: employee only about $875,125 at 4% or $583,417 at 6%; with 50% employer match about $583,417 at 4% or $388,944 at 6%; with 100% employer match about $437,563 at 4% or $291,708 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-7$1,295,095$113,985$16,284iApproximate average salary by contribution assumption: employee only about $407,089 at 4% or $271,393 at 6%; with 50% employer match about $271,393 at 4% or $180,929 at 6%; with 100% employer match about $203,545 at 4% or $135,696 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-7$1,075,633$131,050$18,721iApproximate average salary by contribution assumption: employee only about $468,036 at 4% or $312,024 at 6%; with 50% employer match about $312,024 at 4% or $208,016 at 6%; with 100% employer match about $234,018 at 4% or $156,012 at 6%.
201626$1,871,356$286,132$47,689iApproximate average salary by contribution assumption: employee only about $1,192,217 at 4% or $794,811 at 6%; with 50% employer match about $794,811 at 4% or $529,874 at 6%; with 100% employer match about $596,108 at 4% or $397,406 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-6$1,025,641$103,259$17,210iApproximate average salary by contribution assumption: employee only about $430,246 at 4% or $286,831 at 6%; with 50% employer match about $286,831 at 4% or $191,220 at 6%; with 100% employer match about $215,123 at 4% or $143,415 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-6$845,715$182,873$30,479iApproximate average salary by contribution assumption: employee only about $761,971 at 4% or $507,981 at 6%; with 50% employer match about $507,981 at 4% or $338,654 at 6%; with 100% employer match about $380,985 at 4% or $253,990 at 6%.
201526$1,478,695$307,558$51,260iApproximate average salary by contribution assumption: employee only about $1,281,492 at 4% or $854,328 at 6%; with 50% employer match about $854,328 at 4% or $569,552 at 6%; with 100% employer match about $640,746 at 4% or $427,164 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-6$857,502$106,982$17,830iApproximate average salary by contribution assumption: employee only about $445,758 at 4% or $297,172 at 6%; with 50% employer match about $297,172 at 4% or $198,115 at 6%; with 100% employer match about $222,879 at 4% or $148,586 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-6$621,193$200,576$33,429iApproximate average salary by contribution assumption: employee only about $835,733 at 4% or $557,156 at 6%; with 50% employer match about $557,156 at 4% or $371,437 at 6%; with 100% employer match about $417,867 at 4% or $278,578 at 6%.
201426$1,193,857$240,038$40,006iApproximate average salary by contribution assumption: employee only about $1,000,158 at 4% or $666,772 at 6%; with 50% employer match about $666,772 at 4% or $444,515 at 6%; with 100% employer match about $500,079 at 4% or $333,386 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-6$764,510$104,240$17,373iApproximate average salary by contribution assumption: employee only about $434,333 at 4% or $289,556 at 6%; with 50% employer match about $289,556 at 4% or $193,037 at 6%; with 100% employer match about $217,167 at 4% or $144,778 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-6$429,347$135,798$22,633iApproximate average salary by contribution assumption: employee only about $565,825 at 4% or $377,217 at 6%; with 50% employer match about $377,217 at 4% or $251,478 at 6%; with 100% employer match about $282,913 at 4% or $188,608 at 6%.
201326$896,511$212,402$35,400iApproximate average salary by contribution assumption: employee only about $885,008 at 4% or $590,006 at 6%; with 50% employer match about $590,006 at 4% or $393,337 at 6%; with 100% employer match about $442,504 at 4% or $295,003 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-6$622,119$97,701$16,284iApproximate average salary by contribution assumption: employee only about $407,088 at 4% or $271,392 at 6%; with 50% employer match about $271,392 at 4% or $180,928 at 6%; with 100% employer match about $203,544 at 4% or $135,696 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-6$274,392$114,701$19,117iApproximate average salary by contribution assumption: employee only about $477,921 at 4% or $318,614 at 6%; with 50% employer match about $318,614 at 4% or $212,409 at 6%; with 100% employer match about $238,960 at 4% or $159,307 at 6%.
201226$581,045$566,541$94,424iApproximate average salary by contribution assumption: employee only about $2,360,588 at 4% or $1,573,725 at 6%; with 50% employer match about $1,573,725 at 4% or $1,049,150 at 6%; with 100% employer match about $1,180,294 at 4% or $786,863 at 6%.
Sergio M. Zamora, M.D. 401(K) Plan-6$439,250$426,070$71,012iApproximate average salary by contribution assumption: employee only about $1,775,292 at 4% or $1,183,528 at 6%; with 50% employer match about $1,183,528 at 4% or $789,019 at 6%; with 100% employer match about $887,646 at 4% or $591,764 at 6%.
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN-6$141,795$140,471$23,412iApproximate average salary by contribution assumption: employee only about $585,296 at 4% or $390,197 at 6%; with 50% employer match about $390,197 at 4% or $260,131 at 6%; with 100% employer match about $292,648 at 4% or $195,099 at 6%.